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, Q1 2024
Institutional positions in Travelers Companies, Inc. as of Mar 31, 2024. 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
- 1,451
- +135 vs. Q4 2023
- Shares held
- 189.9M
- +505.3K (+0.3%) vs. Q4 2023
- Total value
- $43.6B
- +$7.64B (+21.3%) vs. Q4 2023
- New holders
- 208
- 452 more added
- Sold out
- 73
- 510 more reduced
17 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Travelers Companies, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Oppenheimer & Co Inc | 10,201 | $2.35M | 0.04% | −4,922−32.5% | Reduced |
| Agf Management Ltd | 10,366 | $2.39M | 0.01% | −5,842−36.0% | Reduced |
| Exeter Financial, LLC | 10,476 | $2.39M | 1.10% | +75+0.7% | Added |
| Sigma Planning Corp | 10,471 | $2.41M | 0.08% | +6,812+186.2% | Added |
| Ieq Capital, LLC | 10,649 | $2.45M | 0.04% | +1,488+16.2% | Added |
| Quantbot Technologies LP | 10,650 | $2.45M | 0.14% | +6,874+182.0% | Added |
| Kinneret Advisory, LLC | 10,661 | $2.45M | 0.25% | −33−0.3% | Reduced |
| GSB Wealth Management, LLC | 10,707 | $2.46M | 0.69% | +107+1.0% | Added |
| Shelton Capital Management | 10,751 | $2.47M | 0.07% | +9,300+640.9% | Added |
| Financial Advisory Service, Inc. | 10,778 | $2.48M | 0.22% | +276+2.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 10,867 | $2.50M | 0.11% | −10,992−50.3% | Reduced |
| Evercore Wealth Management, LLC | 10,881 | $2.50M | 0.04% | −39−0.4% | Reduced |
| Stephens Inc | 10,985 | $2.53M | 0.04% | +1,146+11.6% | Added |
| Asahi Life Asset Management Co., Ltd. | 11,028 | $2.54M | 1.52% | −7,180−39.4% | Reduced |
| HB Wealth Management, LLC | 11,031 | $2.54M | 0.03% | −220−2.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 11,087 | $2.55M | 1.05% | −1,278−10.3% | Reduced |
| Thrivent Financial for Lutherans | 11,182 | $2.57M | 0.01% | −2,048−15.5% | Reduced |
| Banque Cantonale Vaudoise | 11,287 | $2.60M | 0.10% | −2,490−18.1% | Reduced |
| Peddock Capital Advisors, LLC | 11,358 | $2.61M | 0.68% | +555+5.1% | Added |
| Tower Bridge Advisors | 11,428 | $2.63M | 0.27% | +550+5.1% | Added |
| Siemens Fonds Invest GmbH | 11,460 | $2.64M | 0.20% | −115−1.0% | Reduced |
| New Mexico Educational Retirement Board | 11,478 | $2.64M | 0.09% | −500−4.2% | Reduced |
| Wealthfront Advisers LLC | 11,627 | $2.68M | 0.01% | +174+1.5% | Added |
| Achmea Investment Management B.V. | 11,685 | $2.69M | 0.05% | 00.0% | Unchanged |
| Garner Asset Management Corp | 11,743 | $2.70M | 1.38% | −438−3.6% | Reduced |
| Delta Financial Advisors LLC | 11,837 | $2.72M | 1.08% | −85−0.7% | Reduced |
| Advisory Services Network, LLC | 11,870 | $2.73M | 0.06% | +83+0.7% | Added |
| First National Trust Co | 11,969 | $2.75M | 0.11% | −2,278−16.0% | Reduced |
| Compass Wealth Management LLC | 11,970 | $2.75M | 0.69% | 00.0% | Unchanged |
| Horizon Investments, LLC | 11,972 | $2.76M | 0.07% | +616+5.4% | Added |
| Metis Global Partners, LLC | 11,993 | $2.76M | 0.10% | +239+2.0% | Added |
| 1832 Asset Management L.P. | 12,110 | $2.79M | 0.01% | +1,309+12.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 12,170 | $2.80M | 0.03% | −3,100−20.3% | Reduced |
| D.A. Davidson & Co. | 12,181 | $2.80M | 0.03% | +1,628+15.4% | Added |
| Horiko Capital Management LLC | 12,469 | $2.87M | 0.88% | −273−2.1% | Reduced |
| Acropolis Investment Management, LLC | 12,483 | $2.87M | 0.19% | −471−3.6% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 12,483 | $2.87M | 0.01% | −1,317−9.5% | Reduced |
| Gotham Asset Management, LLC | 12,513 | $2.88M | 0.04% | +3,876+44.9% | Added |
| Azimuth Capital Investment Management LLC | 12,575 | $2.89M | 0.12% | −55−0.4% | Reduced |
| Pinnacle Financial Partners Inc | 12,577 | $2.89M | 0.06% | −10−0.1% | Reduced |
| Canandaigua National Bank & Trust Co | 12,715 | $2.93M | 0.43% | −310−2.4% | Reduced |
| Burney Co | 12,800 | $2.95M | 0.11% | −1,402−9.9% | Reduced |
| Strategic Planning Group, LLC | 12,930 | $2.98M | 0.74% | +1,458+12.7% | Added |
| Magnetar Financial LLC | 13,231 | $3.04M | 0.07% | +13,231 | New |
| Louisiana State Employees Retirement System | 13,300 | $3.06M | 0.06% | −500−3.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13,417 | $3.09M | 0.10% | −24,819−64.9% | Reduced |
| Securian Asset Management, Inc | 13,440 | $3.09M | 0.09% | −1,045−7.2% | Reduced |
| Rossmore Private Capital | 13,448 | $3.09M | 0.40% | −7−0.1% | Reduced |
| Kingsview Wealth Management, LLC | 13,595 | $3.13M | 0.08% | −6,934−33.8% | Reduced |
| Wunderlich Capital Managemnt | 13,677 | $3.15M | 1.42% | −746−5.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 13,839 | $3.18M | 0.10% | −259−1.8% | Reduced |
| Los Angeles Capital Management LLC | 13,962 | $3.21M | 0.01% | −1,258−8.3% | Reduced |
| Savant Capital, LLC | 14,179 | $3.26M | 0.04% | +4,275+43.2% | Added |
| BKD Wealth Advisors, LLC | 14,535 | $3.35M | 0.09% | +17+0.1% | Added |
| KCM Investment Advisors LLC | 14,658 | $3.37M | 0.12% | −7,533−33.9% | Reduced |
| Hartford Investment Management Co | 14,777 | $3.40M | 0.12% | −687−4.4% | Reduced |
| Hancock Whitney Corp | 14,841 | $3.42M | 0.12% | −1,241−7.7% | Reduced |
| Lincoln Capital LLC | 14,941 | $3.44M | 0.77% | −139−0.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 14,966 | $3.44M | 0.18% | +213+1.4% | Added |
| Unison Advisors LLC | 15,098 | $3.47M | 0.34% | +115+0.8% | Added |
| Procyon Private Wealth Partners, LLC | 15,332 | $3.53M | 0.27% | +819+5.6% | Added |
| Empire Financial Management Company, LLC | 15,392 | $3.54M | 1.17% | +9+0.1% | Added |
| 1st Source Bank | 15,437 | $3.55M | 0.21% | −129−0.8% | Reduced |
| Romano Brothers and Company | 15,515 | $3.57M | 0.49% | −200−1.3% | Reduced |
| Pacer Advisors, Inc. | 15,674 | $3.61M | 0.01% | −17,059−52.1% | Reduced |
| Crossmark Global Holdings, Inc. | 15,733 | $3.62M | 0.07% | −1,359−8.0% | Reduced |
| Shell Asset Management Co | 17,839 | $3.63M | 0.17% | −5,383−23.2% | Reduced |
| Maryland State Retirement & Pension System | 17,893 | $3.67M | 0.07% | +288+1.6% | Added |
| Diversified Trust Co | 16,013 | $3.69M | 0.11% | +9,491+145.5% | Added |
| Bessemer Group Inc | 16,201 | $3.73M | 0.01% | +6,513+67.2% | Added |
| Ostrum Asset Management | 16,211 | $3.73M | 0.29% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 16,306 | $3.75M | 0.04% | −267−1.6% | Reduced |
| Orion Portfolio Solutions, LLC | 16,306 | $3.75M | 0.04% | −267−1.6% | Reduced |
| Raymond James Trust N.A. | 16,314 | $3.75M | 0.09% | −1,965−10.8% | Reduced |
| Fulton Bank, N.A. | 16,327 | $3.76M | 0.15% | +249+1.5% | Added |
| Eagle Rock Investment Company, LLC | 16,353 | $3.76M | 0.70% | +88+0.5% | Added |
| MAI Capital Management | 16,427 | $3.78M | 0.04% | +1,214+8.0% | Added |
| Jump Financial, LLC | 16,457 | $3.79M | 0.10% | −20,484−55.5% | Reduced |
| Applied Capital LLC | 16,499 | $3.80M | 3.09% | +602+3.8% | Added |
| Miracle Mile Advisors, LLC | 16,517 | $3.80M | 0.10% | −13−0.1% | Reduced |
| Arvest Investments, Inc. | 16,539 | $3.81M | 0.60% | −1,980−10.7% | Reduced |
| Osborne Partners Capital Management, LLC | 16,783 | $3.86M | 0.24% | −50−0.3% | Reduced |
| Principle Wealth Partners LLC | 16,992 | $3.91M | 0.31% | 00.0% | Unchanged |
| Credit Agricole S A | 18,610 | $3.92M | 0.07% | +12,148+188.0% | Added |
| Liberty One Investment Management, LLC | 17,280 | $3.98M | 0.45% | +708+4.3% | Added |
| Kentucky Retirement Systems | 17,330 | $3.99M | 0.12% | −944−5.2% | Reduced |
| Fifth Third Bancorp | 17,480 | $4.02M | 0.02% | −1,002−5.4% | Reduced |
| Argent Trust Co | 17,812 | $4.10M | 0.18% | −217−1.2% | Reduced |
| Slow Capital, Inc. | 18,121 | $4.17M | 0.67% | +60.0% | Added |
| Norinchukin Bank, The | 18,550 | $4.27M | 0.13% | −2,901−13.5% | Reduced |
| CIBC Private Wealth Group, LLC | 18,813 | $4.29M | 0.01% | +1,704+10.0% | Added |
| Teachers Retirement System of the State of Kentucky | 18,872 | $4.34M | 0.04% | −1,016−5.1% | Reduced |
| Avantax Advisory Services, Inc. | 18,993 | $4.37M | 0.04% | −496−2.5% | Reduced |
| Gulf International Bank (UK) Ltd | 19,049 | $4.38M | 0.11% | +105+0.6% | Added |
| Penobscot Investment Management Company, Inc. | 19,154 | $4.41M | 0.47% | +434+2.3% | Added |
| Meridian Investment Counsel Inc. | 19,221 | $4.42M | 1.47% | −180−0.9% | Reduced |
| Oregon Public Employees Retirement Fund | 19,470 | $4.48M | 0.09% | +1,600+9.0% | Added |
| Caisse de Depot Et Placement du Quebec | 19,682 | $4.53M | 0.01% | −2,506−11.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 19,884 | $4.58M | 0.05% | +1,642+9.0% | Added |
| Culbertson A N & Co Inc | 20,000 | $4.60M | 0.79% | −491−2.4% | Reduced |