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; 1,868 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 | 1,868 | $61.0B |
| Q1 2026 | 1,804 | $52.1B |
| Q4 2025 | 1,779 | $53.8B |
| Q3 2025 | 1,680 | $51.9B |
| Q2 2025 | 1,638 | $50.7B |
| Q1 2025 | 1,644 | $49.8B |
| Q4 2024 | 1,589 | $45.6B |
| Q3 2024 | 1,470 | $44.0B |
| Q2 2024 | 1,414 | $38.8B |
| Q1 2024 | 1,451 | $43.6B |
| Q4 2023 | 1,333 | $36.0B |
| Q3 2023 | 1,259 | $30.5B |
| Q2 2023 | 1,287 | $32.5B |
| Q1 2023 | 1,269 | $32.3B |
| Q4 2022 | 1,303 | $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 |
|---|---|---|---|---|---|
| Choate Investment Advisors | 8,077 | $1.54M | 0.05% | +83+1.0% | Added |
| Naples Global Advisors, LLC | 8,075 | $1.54M | 0.17% | −375−4.4% | Reduced |
| Old National Bancorp | 8,070 | $1.54M | 0.04% | −451−5.3% | Reduced |
| Community Bank, N.A. | 8,070 | $1.54M | 0.20% | −270−3.2% | Reduced |
| Profund Advisors LLC | 8,053 | $1.53M | 0.07% | +1,122+16.2% | Added |
| Ancora Advisors, LLC | 8,037 | $1.53M | 0.04% | −30−0.4% | Reduced |
| Pensionfund Sabic | 8,000 | $1.52M | 0.48% | 00.0% | Unchanged |
| Capital Wealth Planning, LLC | 8,000 | $1.52M | 0.02% | 00.0% | Unchanged |
| AE Wealth Management LLC | 7,169 | $1.52M | 0.01% | +2,150+42.8% | Added |
| FRG Family Wealth Advisors LLC | 7,900 | $1.50M | 0.31% | 00.0% | Unchanged |
| David Loasby | 7,758 | $1.50M | 0.16% | +173+2.3% | Added |
| Moors & Cabot, Inc. | 7,833 | $1.49M | 0.09% | +728+10.2% | Added |
| Argent Advisors, Inc. | 7,801 | $1.49M | 0.65% | −1,706−17.9% | Reduced |
| Graham Capital Management, L.P. | 7,779 | $1.48M | 0.05% | −129,121−94.3% | Reduced |
| Jacobi Capital Management LLC | 7,738 | $1.47M | 0.15% | +275+3.7% | Added |
| Benin Management CORP | 7,725 | $1.47M | 0.50% | −290−3.6% | Reduced |
| Sequoia Financial Advisors, LLC | 7,717 | $1.47M | 0.02% | +2,758+55.6% | Added |
| Cipher Capital LP | 7,568 | $1.44M | 0.47% | +2,663+54.3% | Added |
| Quadcap Wealth Management, LLC | 7,567 | $1.44M | 0.37% | +7,567 | New |
| Parallel Advisors, LLC | 7,560 | $1.44M | 0.04% | +437+6.1% | Added |
| Academy Capital Management Inc | 7,535 | $1.44M | 0.29% | 00.0% | Unchanged |
| Shay Capital LLC | 7,500 | $1.43M | 0.56% | +2,500+50.0% | Added |
| Lowe Brockenbrough & Co Inc | 7,498 | $1.43M | 0.11% | +1,403+23.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,471 | $1.42M | 0.02% | −57,418−88.5% | Reduced |
| NEOS Investment Management LLC | 7,468 | $1.42M | 0.13% | +592+8.6% | Added |
| Bokf, NA | 7,468 | $1.42M | 0.03% | −8−0.1% | Reduced |
| Tevis Investment Management | 7,248 | $1.38M | 1.27% | −256−3.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,229 | $1.38M | 0.04% | +20.0% | Added |
| Groupama Asset Managment | 10,001 | $1.37M | 0.04% | +10,001 | New |
| Ashton Thomas Private Wealth, LLC | 7,168 | $1.37M | 0.09% | −14−0.2% | Reduced |
| HighPoint Advisor Group LLC | 6,029 | $1.36M | 0.10% | +6,029 | New |
| We Are One Seven, LLC | 7,136 | $1.36M | 0.08% | −391−5.2% | Reduced |
| Venture Visionary Partners LLC | 7,093 | $1.35M | 0.07% | +103+1.5% | Added |
| Avalon Trust Co | 7,075 | $1.35M | 0.12% | −635−8.2% | Reduced |
| ProVise Management Group, LLC | 7,071 | $1.35M | 0.11% | −84−1.2% | Reduced |
| Park Avenue Securities LLC | 7,040 | $1.34M | 0.02% | −785−10.0% | Reduced |
| Gifford Fong Associates | 7,000 | $1.33M | 0.28% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 6,949 | $1.32M | 0.12% | +67+1.0% | Added |
| Ballast, Inc. | 6,932 | $1.32M | 0.46% | +151+2.2% | Added |
| Providence Wealth Advisors, LLC | 18,412 | $1.32M | 1.57% | +14,184+335.5% | Added |
| Eagle Capital Management LLC | 6,900 | $1.31M | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 6,885 | $1.31M | 0.12% | −30−0.4% | Reduced |
| Sumitomo Life Insurance Co | 6,772 | $1.29M | 0.04% | −327−4.6% | Reduced |
| Signaturefd, LLC | 6,706 | $1.28M | 0.03% | +323+5.1% | Added |
| Courier Capital LLC | 6,673 | $1.27M | 0.10% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 6,624 | $1.26M | 1.06% | +692+11.7% | Added |
| Vaughan David Investments LLC | 6,615 | $1.26M | 0.03% | −200−2.9% | Reduced |
| Resources Management Corp | 6,551 | $1.25M | 0.19% | −41−0.6% | Reduced |
| Diversified Trust Co | 6,522 | $1.24M | 0.04% | +3,795+139.2% | Added |
| Credit Agricole S A | 6,462 | $1.23M | 0.03% | +4,308+200.0% | Added |
| Bailard, Inc. | 6,439 | $1.23M | 0.04% | +133+2.1% | Added |
| Federation des caisses Desjardins du Quebec | 6,376 | $1.21M | 0.01% | −79−1.2% | Reduced |
| First Trust Investment Solutions L.P. | 6,352 | $1.21M | 0.25% | +6,352 | New |
| Quantinno Capital Management LP | 6,317 | $1.20M | 0.04% | +1,562+32.8% | Added |
| Cetera Advisors LLC | 6,272 | $1.19M | 0.02% | −850−11.9% | Reduced |
| Cubic Asset Management, LLC | 6,244 | $1.19M | 0.31% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 6,189 | $1.18M | 0.09% | −3,000−32.6% | Reduced |
| Bard Financial Services, Inc. | 6,185 | $1.18M | 0.13% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 6,181 | $1.18M | 0.03% | +4,827+356.5% | Added |
| BSW Wealth Partners | 6,176 | $1.18M | 0.23% | +211+3.5% | Added |
| Essex Financial Services, Inc. | 6,105 | $1.16M | 0.12% | −55−0.9% | Reduced |
| Institute for Wealth Management, LLC. | 6,080 | $1.16M | 0.19% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 5,950 | $1.13M | 0.65% | +15+0.3% | Added |
| V-Square Quantitative Management LLC | 5,946 | $1.13M | 0.27% | +2,795+88.7% | Added |
| NJ State Employees Deferred Compensation Plan | 5,943 | $1.13M | 0.16% | −3,300−35.7% | Reduced |
| Silvercrest Asset Management Group LLC | 5,933 | $1.13M | 0.01% | −579−8.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 5,902 | $1.12M | 0.02% | +1,970+50.1% | Added |
| Integrated Wealth Concepts LLC | 5,809 | $1.11M | 0.02% | −412−6.6% | Reduced |
| Trust Co of Vermont | 5,799 | $1.10M | 0.07% | +1,802+45.1% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 5,787 | $1.10M | 0.10% | −3,901−40.3% | Reduced |
| CAPROCK Group, Inc. | 5,752 | $1.10M | 0.07% | +1,251+27.8% | Added |
| Kingswood Wealth Advisors, LLC | 5,729 | $1.09M | 0.12% | +219+4.0% | Added |
| FJ Investments, LLC | 5,719 | $1.09M | 0.05% | +5,719 | New |
| Flputnam Investment Management Co | 5,705 | $1.09M | 0.03% | −661−10.4% | Reduced |
| Resources Investment Advisors, LLC. | 5,666 | $1.08M | 0.02% | +1,627+40.3% | Added |
| Roundview Capital LLC | 5,649 | $1.08M | 0.10% | −107−1.9% | Reduced |
| Snowden Capital Advisors LLC | 5,574 | $1.06M | 0.04% | −266−4.6% | Reduced |
| Fiduciary Trust Co | 5,504 | $1.05M | 0.02% | −296−5.1% | Reduced |
| Colony Group, LLC | 5,487 | $1.04M | 0.01% | +5,487 | New |
| Douglass Winthrop Advisors, LLC | 5,477 | $1.04M | 0.02% | −300−5.2% | Reduced |
| Tocqueville Asset Management L.P. | 5,450 | $1.04M | 0.02% | −540−9.0% | Reduced |
| Private Trust Co NA | 5,418 | $1.03M | 0.12% | +155+2.9% | Added |
| Nicholas Hoffman & Company, LLC. | 5,371 | $1.02M | 0.06% | −344−6.0% | Reduced |
| Claro Advisors LLC | 5,335 | $1.02M | 0.22% | −31−0.6% | Reduced |
| Aureus Asset Management, LLC | 5,330 | $1.02M | 0.07% | −600−10.1% | Reduced |
| Haverford Trust Co | 5,309 | $1.01M | 0.01% | +320+6.4% | Added |
| Ascent Group, LLC | 4,651 | $998.5K | 0.09% | +267+6.1% | Added |
| Union Savings Bank | 5,219 | $994.1K | 0.56% | −284−5.2% | Reduced |
| TownSquare Capital, LLC | 5,209 | $992.2K | 0.02% | −9,415−64.4% | Reduced |
| Boston Financial Mangement LLC | 5,159 | $982.7K | 0.03% | +1,282+33.1% | Added |
| Guyasuta Investment Advisors Inc | 5,112 | $973.8K | 0.07% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 5,095 | $970.5K | 0.00% | +618+13.8% | Added |
| Kestra Private Wealth Services, LLC | 5,082 | $968.1K | 0.02% | −209−4.0% | Reduced |
| Central Trust Co | 5,067 | $965.2K | 0.03% | −122−2.4% | Reduced |
| Blueshift Asset Management, LLC | 5,049 | $961.8K | 0.51% | −454−8.3% | Reduced |
| Trust Co of Toledo NA | 4,979 | $948.5K | 0.16% | +970+24.2% | Added |
| Spire Wealth Management | 3,042 | $943.8K | 0.03% | +269+9.7% | Added |
| Vestcor Inc | 4,946 | $942.0K | 0.03% | −66−1.3% | Reduced |
| First National Advisers, LLC | 4,906 | $934.2K | 0.27% | +2,024+70.2% | Added |
| Paradigm Asset Management Co LLC | 4,900 | $933.4K | 0.25% | −100−2.0% | Reduced |