Travelers Companies, Inc.
TRV- Exchange
- NYSE
- Industry
- Fire, Marine & Casualty Insurance
- SEC CIK
- 0000086312
In the last 90 days, Travelers Companies, Inc. insiders filed 0 open-market purchases and 9 sales; 1,869 institutions reported holding it in 13F filings for Q2 2026, worth $61.0B in total; Semper Augustus is the only superinvestor holding it.
13F holders, Q4 2023
Institutional positions in Travelers Companies, Inc. as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,333
- +92 vs. Q3 2023
- Shares held
- 189.6M
- +3.76M (+2.0%) vs. Q3 2023
- Total value
- $36.0B
- +$5.58B (+18.3%) vs. Q3 2023
- New holders
- 193
- 440 more added
- Sold out
- 101
- 462 more reduced
18 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting TRV on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,869 | $61.0B |
| Q1 2026 | 1,805 | $52.1B |
| Q4 2025 | 1,780 | $53.8B |
| Q3 2025 | 1,681 | $51.9B |
| Q2 2025 | 1,639 | $50.7B |
| Q1 2025 | 1,645 | $49.8B |
| Q4 2024 | 1,590 | $45.6B |
| Q3 2024 | 1,471 | $44.0B |
| Q2 2024 | 1,415 | $38.8B |
| Q1 2024 | 1,452 | $43.6B |
| Q4 2023 | 1,334 | $36.0B |
| Q3 2023 | 1,260 | $30.5B |
| Q2 2023 | 1,288 | $32.5B |
| Q1 2023 | 1,270 | $32.3B |
| Q4 2022 | 1,304 | $36.0B |
| Q3 2022 | 1,204 | $29.7B |
| Q2 2022 | 1,222 | $33.1B |
| Q1 2022 | 1,277 | $36.0B |
| Q4 2021 | 1,229 | $31.3B |
| Q3 2021 | 1,137 | $31.1B |
| Q2 2021 | 1,138 | $31.0B |
| Q1 2021 | 1,172 | $31.5B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Travelers Companies, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Burney Co | 14,202 | $2.71M | 0.11% | −1,213−7.9% | Reduced |
| Carnegie Capital Asset Management, LLC | 14,098 | $2.69M | 0.09% | +210+1.5% | Added |
| Moran Wealth Management, LLC | 14,016 | $2.67M | 0.09% | −1,598−10.2% | Reduced |
| Dynamic Advisor Solutions LLC | 13,775 | $2.66M | 0.10% | +7,649+124.9% | Added |
| Louisiana State Employees Retirement System | 13,800 | $2.63M | 0.05% | −400−2.8% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 13,800 | $2.63M | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 13,777 | $2.63M | 0.11% | +8,109+143.1% | Added |
| Renaissance Technologies LLC | 13,572 | $2.58M | 0.00% | −301,600−95.7% | Reduced |
| Garner Asset Management Corp | 12,181 | $2.58M | 1.31% | −939−7.2% | Reduced |
| Rossmore Private Capital | 13,455 | $2.56M | 0.36% | −15−0.1% | Reduced |
| Thrivent Financial for Lutherans | 13,230 | $2.52M | 0.01% | +1,868+16.4% | Added |
| Cullinan Associates Inc | 13,150 | $2.50M | 0.14% | −500−3.7% | Reduced |
| Canandaigua National Bank & Trust Co | 13,025 | $2.48M | 0.38% | +128+1.0% | Added |
| Acropolis Investment Management, LLC | 12,954 | $2.45M | 0.17% | −190−1.4% | Reduced |
| Horiko Capital Management LLC | 12,742 | $2.42M | 0.87% | +2,845+28.7% | Added |
| Azimuth Capital Investment Management LLC | 12,630 | $2.41M | 0.11% | +149+1.2% | Added |
| Pinnacle Financial Partners Inc | 12,587 | $2.40M | 0.06% | −907−6.7% | Reduced |
| FDx Advisors, Inc. | 12,446 | $2.37M | 0.18% | +2,842+29.6% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 12,365 | $2.35M | 1.20% | +31+0.3% | Added |
| Varma Mutual Pension Insurance Co | 12,200 | $2.32M | 0.03% | +12,200 | New |
| New Mexico Educational Retirement Board | 11,978 | $2.28M | 0.09% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 11,970 | $2.28M | 0.64% | +170+1.4% | Added |
| Delta Financial Advisors LLC | 11,922 | $2.27M | 0.98% | −109−0.9% | Reduced |
| Advisory Services Network, LLC | 11,787 | $2.25M | 0.05% | −648−5.2% | Reduced |
| Metis Global Partners, LLC | 11,754 | $2.24M | 0.09% | −694−5.6% | Reduced |
| Achmea Investment Management B.V. | 11,685 | $2.23M | 0.05% | −30,241−72.1% | Reduced |
| Siemens Fonds Invest GmbH | 11,575 | $2.20M | 0.18% | −2,044−15.0% | Reduced |
| Worth Asset Management, LLC | 11,553 | $2.20M | 1.57% | +11,553 | New |
| Strategic Planning Group, LLC | 11,472 | $2.19M | 0.72% | +11,472 | New |
| Wealthfront Advisers LLC | 11,453 | $2.18M | 0.01% | +293+2.6% | Added |
| Horizon Investments, LLC | 11,356 | $2.16M | 0.06% | −2,088−15.5% | Reduced |
| HB Wealth Management, LLC | 11,251 | $2.14M | 0.03% | −54−0.5% | Reduced |
| Evercore Wealth Management, LLC | 10,920 | $2.08M | 0.03% | +94+0.9% | Added |
| Tower Bridge Advisors | 10,878 | $2.07M | 0.18% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 10,861 | $2.07M | 0.22% | +10,861 | New |
| NewEdge Wealth, LLC | 10,838 | $2.06M | 0.05% | +240+2.3% | Added |
| Peddock Capital Advisors, LLC | 10,803 | $2.06M | 0.63% | +27+0.3% | Added |
| 1832 Asset Management L.P. | 10,801 | $2.06M | 0.00% | −1,551−12.6% | Reduced |
| Kinneret Advisory, LLC | 10,694 | $2.04M | 0.23% | −68−0.6% | Reduced |
| GSB Wealth Management, LLC | 10,600 | $2.02M | 0.62% | +196+1.9% | Added |
| D.A. Davidson & Co. | 10,553 | $2.01M | 0.02% | +164+1.6% | Added |
| Twin Capital Management Inc | 10,518 | $2.00M | 0.26% | −138−1.3% | Reduced |
| Financial Advisory Service, Inc. | 10,502 | $2.00M | 0.19% | +1,154+12.3% | Added |
| Exeter Financial, LLC | 10,401 | $2.00M | 0.97% | +452+4.5% | Added |
| Smith, Salley & Associates | 10,457 | $1.99M | 0.13% | +4,591+78.3% | Added |
| Focus Financial Network Inc | 10,357 | $1.97M | 0.07% | +10,357 | New |
| Summit Global Investments | 10,354 | $1.97M | 0.13% | +72+0.7% | Added |
| Weaver Capital Management LLC | 10,300 | $1.96M | 0.79% | +10,300 | New |
| Montag A & Associates Inc | 10,266 | $1.96M | 0.11% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 10,197 | $1.94M | 0.80% | −57−0.6% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 10,163 | $1.94M | 0.04% | 00.0% | Unchanged |
| White Pine Capital LLC | 10,095 | $1.92M | 0.74% | −589−5.5% | Reduced |
| Savoie Capital LLC | 10,000 | $1.90M | 0.44% | +10,000 | New |
| Greenleaf Trust | 9,985 | $1.90M | 0.02% | +600+6.4% | Added |
| Cetera Investment Advisers | 9,981 | $1.90M | 0.02% | +693+7.5% | Added |
| Wetherby Asset Management Inc | 9,940 | $1.89M | 0.10% | +323+3.4% | Added |
| Savant Capital, LLC | 9,904 | $1.89M | 0.02% | −108−1.1% | Reduced |
| Erste Asset Management GmbH | 9,900 | $1.87M | 0.03% | 00.0% | Unchanged |
| Stephens Inc | 9,839 | $1.87M | 0.03% | −8,658−46.8% | Reduced |
| Wesleyan Assurance Society | 9,740 | $1.85M | 0.18% | 00.0% | Unchanged |
| Bessemer Group Inc | 9,688 | $1.85M | 0.00% | +289+3.1% | Added |
| Cornercap Investment Counsel Inc | 9,685 | $1.84M | 0.30% | +4,423+84.1% | Added |
| Levin Capital Strategies, L.P. | 9,652 | $1.84M | 0.20% | 00.0% | Unchanged |
| Everence Capital Management Inc | 9,613 | $1.83M | 0.13% | −370−3.7% | Reduced |
| Parsons Capital Management Inc | 9,586 | $1.83M | 0.13% | −10−0.1% | Reduced |
| Stonegate Investment Group, LLC | 9,542 | $1.82M | 0.06% | −572−5.7% | Reduced |
| Arrow Financial Corp | 9,476 | $1.81M | 0.19% | +103+1.1% | Added |
| Cary Street Partner Investment Advisory LLC | 9,460 | $1.80M | 0.09% | −65−0.7% | Reduced |
| WBH Advisory Inc | 9,330 | $1.78M | 0.20% | −24−0.3% | Reduced |
| Continuum Advisory, LLC | 9,301 | $1.77M | 0.25% | +2,186+30.7% | Added |
| Metropolitan Life Insurance Co | 9,297 | $1.77M | 0.08% | −175−1.8% | Reduced |
| Dakota Wealth Management | 9,243 | $1.76M | 0.07% | +683+8.0% | Added |
| Bleakley Financial Group, LLC | 9,228 | $1.76M | 0.06% | +259+2.9% | Added |
| Sawtooth Solutions, LLC | 9,219 | $1.76M | 0.05% | +250+2.8% | Added |
| Ieq Capital, LLC | 9,161 | $1.75M | 0.03% | +613+7.2% | Added |
| BancorpSouth Bank | 9,080 | $1.73M | 0.14% | −340−3.6% | Reduced |
| Cornerstone Advisors, LLC | 9,000 | $1.71M | 0.08% | −100−1.1% | Reduced |
| Ontario Teachers Pension Plan Board | 8,714 | $1.66M | 0.02% | −1,188−12.0% | Reduced |
| South Dakota Investment Council | 8,695 | $1.66M | 0.04% | 00.0% | Unchanged |
| Lincoln National Corp | 8,675 | $1.65M | 0.03% | +566+7.0% | Added |
| Gotham Asset Management, LLC | 8,637 | $1.65M | 0.03% | −6,572−43.2% | Reduced |
| E. Ohman J:or Asset Management AB | 8,592 | $1.64M | 0.06% | −2,100−19.6% | Reduced |
| Arden Trust Co | 8,570 | $1.63M | 0.24% | −210−2.4% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 8,448 | $1.61M | 0.43% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 8,445 | $1.61M | 0.10% | −52−0.6% | Reduced |
| United Capital Financial Advisers, LLC | 8,428 | $1.61M | 0.01% | +4,052+92.6% | Added |
| Beacon Financial Group | 8,408 | $1.60M | 0.20% | +8,408 | New |
| Founders Financial Securities LLC | 8,400 | $1.60M | 0.18% | +165+2.0% | Added |
| Nilsine Partners, LLC | 8,298 | $1.58M | 0.24% | +203+2.5% | Added |
| Empirical Finance, LLC | 8,278 | $1.58M | 0.11% | +9+0.1% | Added |
| Empowered Funds, LLC | 8,248 | $1.57M | 0.04% | +748+10.0% | Added |
| Accredited Investors Inc. | 8,224 | $1.57M | 0.11% | −20.0% | Reduced |
| Veriti Management LLC | 8,218 | $1.57M | 0.14% | +1,148+16.2% | Added |
| TD Private Client Wealth LLC | 8,177 | $1.56M | 0.06% | −394−4.6% | Reduced |
| Meiji Yasuda Life Insurance Co | 8,158 | $1.55M | 0.03% | +624+8.3% | Added |
| Atlantic Edge Private Wealth Management, LLC | 8,145 | $1.55M | 0.63% | +8,145 | New |
| Tectonic Advisors LLC | 8,140 | $1.55M | 0.13% | +423+5.5% | Added |
| Vestmark Advisory Solutions, Inc. | 8,140 | $1.55M | 0.08% | +362+4.7% | Added |
| SYSTM Wealth Solutions LLC | 8,140 | $1.55M | 0.21% | +1,224+17.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 8,137 | $1.55M | 0.11% | +138+1.7% | Added |