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 |
|---|---|---|---|---|---|
| Integrated Advisors Network LLC | 20,066 | $4.62M | 0.24% | −810−3.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 20,082 | $4.62M | 0.02% | +1,098+5.8% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $4.63M | 1.68% | 00.0% | Unchanged |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 20,155 | $4.64M | 0.85% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 20,515 | $4.72M | 0.10% | −195−0.9% | Reduced |
| Point72 (DIFC) Ltd | 20,573 | $4.73M | 0.37% | +20,573 | New |
| Elo Mutual Pension Insurance Co | 20,845 | $4.80M | 0.11% | +857+4.3% | Added |
| Pinnacle Associates Ltd | 20,897 | $4.81M | 0.08% | +316+1.5% | Added |
| J. W. Coons Advisors, LLC | 21,250 | $4.89M | 1.11% | −100−0.5% | Reduced |
| Hallmark Capital Management Inc | 21,291 | $4.90M | 0.37% | −2,302−9.8% | Reduced |
| Atria Wealth Solutions, Inc. | 21,388 | $4.93M | 0.06% | +3,502+19.6% | Added |
| Jupiter Asset Management Ltd | 21,613 | $4.97M | 0.05% | +21,613 | New |
| GWM Advisors LLC | 21,647 | $4.98M | 0.04% | +1,238+6.1% | Added |
| MML Investors Services, LLC | 21,936 | $5.05M | 0.02% | −2,480−10.2% | Reduced |
| HM Payson & Co | 22,021 | $5.07M | 0.09% | +100.0% | Added |
| Foster & Motley Inc | 22,105 | $5.09M | 0.35% | −327−1.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 22,216 | $5.11M | 0.15% | +185+0.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 22,503 | $5.13M | 0.06% | +15,032+201.2% | Added |
| Bristlecone Advisors, LLC | 22,352 | $5.14M | 0.45% | +22,352 | New |
| Rockefeller Capital Management L.P. | 22,650 | $5.21M | 0.02% | +4,307+23.5% | Added |
| Chemung Canal Trust Co | 22,728 | $5.23M | 1.01% | −237−1.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 22,964 | $5.28M | 0.02% | −87,858−79.3% | Reduced |
| Freestone Capital Holdings, LLC | 23,013 | $5.30M | 0.20% | −67−0.3% | Reduced |
| Citizens Business Bank | 23,046 | $5.30M | 1.11% | +2,005+9.5% | Added |
| Artemis Investment Management LLP | 23,185 | $5.33M | 0.07% | +23,185 | New |
| Candriam Luxembourg S.C.A. | 23,199 | $5.34M | 0.03% | +770+3.4% | Added |
| Commerzbank Aktiengesellschaft | 23,375 | $5.38M | 0.18% | +307+1.3% | Added |
| Sawyer & Company, Inc | 23,800 | $5.48M | 2.19% | −2,326−8.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 23,810 | $5.48M | 0.01% | −511−2.1% | Reduced |
| Commerce Bank | 24,104 | $5.55M | 0.04% | −236−1.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 24,289 | $5.59M | 0.02% | −2,637−9.8% | Reduced |
| JustInvest LLC | 24,658 | $5.67M | 0.12% | +2,032+9.0% | Added |
| Milestone Asset Management, LLC | 24,706 | $5.69M | 1.62% | +24,706 | New |
| Private Advisor Group, LLC | 24,900 | $5.73M | 0.04% | +395+1.6% | Added |
| Summit Global Investments | 24,964 | $5.75M | 0.43% | +14,610+141.1% | Added |
| New Vernon Investment Management LLC | 25,584 | $5.89M | 5.00% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 25,728 | $5.92M | 0.30% | +21,688+536.8% | Added |
| Capital City Trust Co | 26,900 | $6.19M | 1.72% | −960−3.4% | Reduced |
| Nissay Asset Management Corp | 27,080 | $6.23M | 0.04% | −994−3.5% | Reduced |
| Hyman Charles D | 27,106 | $6.24M | 0.34% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 27,355 | $6.30M | 0.04% | +1,003+3.8% | Added |
| Meyer Handelman Co | 27,450 | $6.32M | 0.22% | 00.0% | Unchanged |
| L & S Advisors Inc | 27,527 | $6.34M | 0.72% | +27,527 | New |
| Northwest Bancshares, Inc. | 27,983 | $6.44M | 1.02% | +27,983 | New |
| Teza Capital Management LLC | 28,010 | $6.45M | 0.86% | +28,010 | New |
| Investment Management Corp of Ontario | 28,263 | $6.50M | 0.19% | −29,084−50.7% | Reduced |
| Verdence Capital Advisors LLC | 28,789 | $6.63M | 0.60% | −897−3.0% | Reduced |
| KWMG, LLC | 28,824 | $6.63M | 0.73% | −210−0.7% | Reduced |
| Palisade Asset Management, LLC | 29,224 | $6.73M | 0.66% | +1,291+4.6% | Added |
| Intech Investment Management LLC | 29,767 | $6.85M | 0.10% | −12,635−29.8% | Reduced |
| La Banque Postale Asset Management SA | 29,784 | $6.85M | 0.27% | +29,784 | New |
| Patton Albertson Miller Group, LLC | 29,908 | $6.88M | 1.03% | +1,446+5.1% | Added |
| Mutual of America Capital Management LLC | 29,919 | $6.89M | 0.07% | −657−2.1% | Reduced |
| Peapack Gladstone Financial Corp | 30,059 | $6.92M | 0.11% | +10,852+56.5% | Added |
| Lazard Asset Management LLC | 30,468 | $7.01M | 0.01% | −8,361−21.5% | Reduced |
| Garland Capital Management Inc | 30,465 | $7.01M | 4.64% | −390−1.3% | Reduced |
| Beacon Pointe Advisors, LLC | 30,529 | $7.03M | 0.08% | −177−0.6% | Reduced |
| Webster Bank, N. A. | 30,720 | $7.07M | 0.79% | +199+0.7% | Added |
| Olstein Capital Management, L.P. | 31,000 | $7.13M | 1.17% | −10,000−24.4% | Reduced |
| Stansberry Asset Management, LLC | 31,235 | $7.19M | 0.97% | −6,726−17.7% | Reduced |
| Cresset Asset Management, LLC | 31,309 | $7.21M | 0.04% | +4,382+16.3% | Added |
| tru Independence LLC | 31,685 | $7.29M | 2.15% | −700−2.2% | Reduced |
| Public Employees Retirement Association of Colorado | 31,990 | $7.36M | 0.03% | −869−2.6% | Reduced |
| Ritholtz Wealth Management | 32,278 | $7.43M | 0.26% | +283+0.9% | Added |
| Gateway Investment Advisers LLC | 32,294 | $7.43M | 0.08% | −4,555−12.4% | Reduced |
| Greystone Financial Group, LLC | 32,643 | $7.51M | 1.50% | −5,495−14.4% | Reduced |
| Schroder Investment Management Group | 32,725 | $7.53M | 0.01% | +1,626+5.2% | Added |
| Advisors Asset Management, Inc. | 32,927 | $7.58M | 0.15% | +823+2.6% | Added |
| Xponance, Inc. | 33,034 | $7.60M | 0.08% | +3,278+11.0% | Added |
| LSV Asset Management | 33,140 | $7.63M | 0.02% | −13,100−28.3% | Reduced |
| Ethic Inc. | 33,150 | $7.63M | 0.19% | +4,120+14.2% | Added |
| Blair William & Co | 33,741 | $7.77M | 0.02% | −398−1.2% | Reduced |
| Te Ahumairangi Investment Management Ltd | 33,921 | $7.81M | 1.36% | −5,730−14.5% | Reduced |
| Cullinan Associates Inc | 34,164 | $7.86M | 0.44% | +21,014+159.8% | Added |
| Captrust Financial Advisors | 34,199 | $7.87M | 0.03% | −6,594−16.2% | Reduced |
| New York Life Investment Management LLC | 34,467 | $7.93M | 0.08% | −1,223−3.4% | Reduced |
| Genus Capital Management Inc. | 34,670 | $7.98M | 1.04% | +34,670 | New |
| Aviance Capital Partners, LLC | 34,850 | $8.02M | 1.19% | +2,971+9.3% | Added |
| NFP Retirement, Inc. | 35,162 | $8.09M | 0.70% | −330−0.9% | Reduced |
| Quadrature Capital Ltd | 35,444 | $8.16M | 0.14% | +30,781+660.1% | Added |
| Public Sector Pension Investment Board | 35,962 | $8.28M | 0.06% | +207+0.6% | Added |
| Brown Advisory Inc | 36,189 | $8.33M | 0.01% | −57−0.2% | Reduced |
| Yousif Capital Management, LLC | 36,409 | $8.38M | 0.09% | −4,825−11.7% | Reduced |
| Murphy Pohlad Asset Management LLC | 36,580 | $8.42M | 3.30% | −40−0.1% | Reduced |
| Palmer Knight Co | 36,707 | $8.45M | 4.11% | +409+1.1% | Added |
| Benedict Financial Advisors Inc | 36,822 | $8.47M | 2.15% | −180.0% | Reduced |
| Carret Asset Management, LLC | 36,835 | $8.48M | 1.00% | −215−0.6% | Reduced |
| PGGM Investments | 36,901 | $8.49M | 0.12% | −2,840−7.1% | Reduced |
| Perigon Wealth Management, LLC | 36,969 | $8.51M | 0.26% | −2,565−6.5% | Reduced |
| Executive Wealth Management, LLC | 38,158 | $8.71M | 0.76% | −2,476−6.1% | Reduced |
| Lighthouse Investment Partners, LLC | 38,178 | $8.79M | 0.52% | +22,143+138.1% | Added |
| Cubist Systematic Strategies, LLC | 38,325 | $8.82M | 0.10% | +38,325 | New |
| Northwest & Ethical Investments L.P. | 38,387 | $8.83M | 0.25% | −27,381−41.6% | Reduced |
| Citizens Financial Group Inc | 38,379 | $8.84M | 0.30% | −2,982−7.2% | Reduced |
| Bradley Foster & Sargent Inc | 38,825 | $8.94M | 0.16% | −1,220−3.0% | Reduced |
| Degroof Petercam Asset Management | 39,000 | $8.98M | 0.11% | +1,300+3.4% | Added |
| Lido Advisors, LLC | 39,271 | $9.04M | 0.08% | +1,956+5.2% | Added |
| Utah Retirement Systems | 39,507 | $9.09M | 0.11% | 00.0% | Unchanged |
| Czech National Bank | 40,152 | $9.24M | 0.12% | +149+0.4% | Added |
| Peregrine Asset Advisers, Inc. | 40,172 | $9.25M | 3.70% | +40,172 | New |