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, 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 | 1,869 | $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, 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 |
|---|---|---|---|---|---|
| Intech Investment Management LLC | 29,767 | $6.85M | 0.10% | −12,635−29.8% | Reduced |
| Palisade Asset Management, LLC | 29,224 | $6.73M | 0.66% | +1,291+4.6% | Added |
| KWMG, LLC | 28,824 | $6.63M | 0.73% | −210−0.7% | Reduced |
| Verdence Capital Advisors LLC | 28,789 | $6.63M | 0.60% | −897−3.0% | Reduced |
| Investment Management Corp of Ontario | 28,263 | $6.50M | 0.19% | −29,084−50.7% | Reduced |
| Teza Capital Management LLC | 28,010 | $6.45M | 0.86% | +28,010 | New |
| Northwest Bancshares, Inc. | 27,983 | $6.44M | 1.02% | +27,983 | New |
| L & S Advisors Inc | 27,527 | $6.34M | 0.72% | +27,527 | New |
| Meyer Handelman Co | 27,450 | $6.32M | 0.22% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 27,355 | $6.30M | 0.04% | +1,003+3.8% | Added |
| Hyman Charles D | 27,106 | $6.24M | 0.34% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 27,080 | $6.23M | 0.04% | −994−3.5% | Reduced |
| Capital City Trust Co | 26,900 | $6.19M | 1.72% | −960−3.4% | Reduced |
| Steel Peak Wealth Management LLC | 25,728 | $5.92M | 0.30% | +21,688+536.8% | Added |
| New Vernon Investment Management LLC | 25,584 | $5.89M | 5.00% | 00.0% | Unchanged |
| Summit Global Investments | 24,964 | $5.75M | 0.43% | +14,610+141.1% | Added |
| Private Advisor Group, LLC | 24,900 | $5.73M | 0.04% | +395+1.6% | Added |
| Milestone Asset Management, LLC | 24,706 | $5.69M | 1.62% | +24,706 | New |
| JustInvest LLC | 24,658 | $5.67M | 0.12% | +2,032+9.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 24,289 | $5.59M | 0.02% | −2,637−9.8% | Reduced |
| Commerce Bank | 24,104 | $5.55M | 0.04% | −236−1.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 23,810 | $5.48M | 0.01% | −511−2.1% | Reduced |
| Sawyer & Company, Inc | 23,800 | $5.48M | 2.19% | −2,326−8.9% | Reduced |
| Commerzbank Aktiengesellschaft | 23,375 | $5.38M | 0.18% | +307+1.3% | Added |
| Candriam Luxembourg S.C.A. | 23,199 | $5.34M | 0.03% | +770+3.4% | Added |
| Artemis Investment Management LLP | 23,185 | $5.33M | 0.07% | +23,185 | New |
| Citizens Business Bank | 23,046 | $5.30M | 1.11% | +2,005+9.5% | Added |
| Freestone Capital Holdings, LLC | 23,013 | $5.30M | 0.20% | −67−0.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 22,964 | $5.28M | 0.02% | −87,858−79.3% | Reduced |
| Chemung Canal Trust Co | 22,728 | $5.23M | 1.01% | −237−1.0% | Reduced |
| Rockefeller Capital Management L.P. | 22,650 | $5.21M | 0.02% | +4,307+23.5% | Added |
| Bristlecone Advisors, LLC | 22,352 | $5.14M | 0.45% | +22,352 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 22,503 | $5.13M | 0.06% | +15,032+201.2% | Added |
| Whittier Trust Co of Nevada Inc | 22,216 | $5.11M | 0.15% | +185+0.8% | Added |
| Foster & Motley Inc | 22,105 | $5.09M | 0.35% | −327−1.5% | Reduced |
| HM Payson & Co | 22,021 | $5.07M | 0.09% | +100.0% | Added |
| MML Investors Services, LLC | 21,936 | $5.05M | 0.02% | −2,480−10.2% | Reduced |
| GWM Advisors LLC | 21,647 | $4.98M | 0.04% | +1,238+6.1% | Added |
| Jupiter Asset Management Ltd | 21,613 | $4.97M | 0.05% | +21,613 | New |
| Atria Wealth Solutions, Inc. | 21,388 | $4.93M | 0.06% | +3,502+19.6% | Added |
| Hallmark Capital Management Inc | 21,291 | $4.90M | 0.37% | −2,302−9.8% | Reduced |
| J. W. Coons Advisors, LLC | 21,250 | $4.89M | 1.11% | −100−0.5% | Reduced |
| Pinnacle Associates Ltd | 20,897 | $4.81M | 0.08% | +316+1.5% | Added |
| Elo Mutual Pension Insurance Co | 20,845 | $4.80M | 0.11% | +857+4.3% | Added |
| Point72 (DIFC) Ltd | 20,573 | $4.73M | 0.37% | +20,573 | New |
| Ferguson Wellman Capital Management, Inc | 20,515 | $4.72M | 0.10% | −195−0.9% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 20,155 | $4.64M | 0.85% | 00.0% | Unchanged |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $4.63M | 1.68% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 20,082 | $4.62M | 0.02% | +1,098+5.8% | Added |
| Integrated Advisors Network LLC | 20,066 | $4.62M | 0.24% | −810−3.9% | Reduced |
| Culbertson A N & Co Inc | 20,000 | $4.60M | 0.79% | −491−2.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 19,884 | $4.58M | 0.05% | +1,642+9.0% | Added |
| Caisse de Depot Et Placement du Quebec | 19,682 | $4.53M | 0.01% | −2,506−11.3% | Reduced |
| Oregon Public Employees Retirement Fund | 19,470 | $4.48M | 0.09% | +1,600+9.0% | Added |
| Meridian Investment Counsel Inc. | 19,221 | $4.42M | 1.47% | −180−0.9% | Reduced |
| Penobscot Investment Management Company, Inc. | 19,154 | $4.41M | 0.47% | +434+2.3% | Added |
| Gulf International Bank (UK) Ltd | 19,049 | $4.38M | 0.11% | +105+0.6% | Added |
| Avantax Advisory Services, Inc. | 18,993 | $4.37M | 0.04% | −496−2.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 18,872 | $4.34M | 0.04% | −1,016−5.1% | Reduced |
| CIBC Private Wealth Group, LLC | 18,813 | $4.29M | 0.01% | +1,704+10.0% | Added |
| Norinchukin Bank, The | 18,550 | $4.27M | 0.13% | −2,901−13.5% | Reduced |
| Slow Capital, Inc. | 18,121 | $4.17M | 0.67% | +60.0% | Added |
| Argent Trust Co | 17,812 | $4.10M | 0.18% | −217−1.2% | Reduced |
| Fifth Third Bancorp | 17,480 | $4.02M | 0.02% | −1,002−5.4% | Reduced |
| Kentucky Retirement Systems | 17,330 | $3.99M | 0.12% | −944−5.2% | Reduced |
| Liberty One Investment Management, LLC | 17,280 | $3.98M | 0.45% | +708+4.3% | Added |
| Credit Agricole S A | 18,610 | $3.92M | 0.07% | +12,148+188.0% | Added |
| Principle Wealth Partners LLC | 16,992 | $3.91M | 0.31% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 16,783 | $3.86M | 0.24% | −50−0.3% | Reduced |
| Arvest Investments, Inc. | 16,539 | $3.81M | 0.60% | −1,980−10.7% | Reduced |
| Miracle Mile Advisors, LLC | 16,517 | $3.80M | 0.10% | −13−0.1% | Reduced |
| Applied Capital LLC | 16,499 | $3.80M | 3.09% | +602+3.8% | Added |
| Jump Financial, LLC | 16,457 | $3.79M | 0.10% | −20,484−55.5% | Reduced |
| MAI Capital Management | 16,427 | $3.78M | 0.04% | +1,214+8.0% | Added |
| Eagle Rock Investment Company, LLC | 16,353 | $3.76M | 0.70% | +88+0.5% | Added |
| Fulton Bank, N.A. | 16,327 | $3.76M | 0.15% | +249+1.5% | Added |
| Raymond James Trust N.A. | 16,314 | $3.75M | 0.09% | −1,965−10.8% | Reduced |
| 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 |
| Ostrum Asset Management | 16,211 | $3.73M | 0.29% | 00.0% | Unchanged |
| Bessemer Group Inc | 16,201 | $3.73M | 0.01% | +6,513+67.2% | Added |
| Diversified Trust Co | 16,013 | $3.69M | 0.11% | +9,491+145.5% | Added |
| Maryland State Retirement & Pension System | 17,893 | $3.67M | 0.07% | +288+1.6% | Added |
| Shell Asset Management Co | 17,839 | $3.63M | 0.17% | −5,383−23.2% | Reduced |
| Crossmark Global Holdings, Inc. | 15,733 | $3.62M | 0.07% | −1,359−8.0% | Reduced |
| Pacer Advisors, Inc. | 15,674 | $3.61M | 0.01% | −17,059−52.1% | Reduced |
| Romano Brothers and Company | 15,515 | $3.57M | 0.49% | −200−1.3% | Reduced |
| 1st Source Bank | 15,437 | $3.55M | 0.21% | −129−0.8% | Reduced |
| Empire Financial Management Company, LLC | 15,392 | $3.54M | 1.17% | +9+0.1% | Added |
| Procyon Private Wealth Partners, LLC | 15,332 | $3.53M | 0.27% | +819+5.6% | Added |
| Unison Advisors LLC | 15,098 | $3.47M | 0.34% | +115+0.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 14,966 | $3.44M | 0.18% | +213+1.4% | Added |
| Lincoln Capital LLC | 14,941 | $3.44M | 0.77% | −139−0.9% | Reduced |
| Hancock Whitney Corp | 14,841 | $3.42M | 0.12% | −1,241−7.7% | Reduced |
| Hartford Investment Management Co | 14,777 | $3.40M | 0.12% | −687−4.4% | Reduced |
| KCM Investment Advisors LLC | 14,658 | $3.37M | 0.12% | −7,533−33.9% | Reduced |
| BKD Wealth Advisors, LLC | 14,535 | $3.35M | 0.09% | +17+0.1% | Added |
| Savant Capital, LLC | 14,179 | $3.26M | 0.04% | +4,275+43.2% | Added |
| Los Angeles Capital Management LLC | 13,962 | $3.21M | 0.01% | −1,258−8.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 13,839 | $3.18M | 0.10% | −259−1.8% | Reduced |