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 |
|---|---|---|---|---|---|
| Wunderlich Capital Managemnt | 13,677 | $3.15M | 1.42% | −746−5.2% | Reduced |
| Kingsview Wealth Management, LLC | 13,595 | $3.13M | 0.08% | −6,934−33.8% | Reduced |
| Rossmore Private Capital | 13,448 | $3.09M | 0.40% | −7−0.1% | Reduced |
| Securian Asset Management, Inc | 13,440 | $3.09M | 0.09% | −1,045−7.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13,417 | $3.09M | 0.10% | −24,819−64.9% | Reduced |
| Louisiana State Employees Retirement System | 13,300 | $3.06M | 0.06% | −500−3.6% | Reduced |
| Magnetar Financial LLC | 13,231 | $3.04M | 0.07% | +13,231 | New |
| Strategic Planning Group, LLC | 12,930 | $2.98M | 0.74% | +1,458+12.7% | Added |
| Burney Co | 12,800 | $2.95M | 0.11% | −1,402−9.9% | Reduced |
| Canandaigua National Bank & Trust Co | 12,715 | $2.93M | 0.43% | −310−2.4% | Reduced |
| Pinnacle Financial Partners Inc | 12,577 | $2.89M | 0.06% | −10−0.1% | Reduced |
| Azimuth Capital Investment Management LLC | 12,575 | $2.89M | 0.12% | −55−0.4% | Reduced |
| Gotham Asset Management, LLC | 12,513 | $2.88M | 0.04% | +3,876+44.9% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 12,483 | $2.87M | 0.01% | −1,317−9.5% | Reduced |
| Acropolis Investment Management, LLC | 12,483 | $2.87M | 0.19% | −471−3.6% | Reduced |
| Horiko Capital Management LLC | 12,469 | $2.87M | 0.88% | −273−2.1% | Reduced |
| D.A. Davidson & Co. | 12,181 | $2.80M | 0.03% | +1,628+15.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 12,170 | $2.80M | 0.03% | −3,100−20.3% | Reduced |
| 1832 Asset Management L.P. | 12,110 | $2.79M | 0.01% | +1,309+12.1% | Added |
| Metis Global Partners, LLC | 11,993 | $2.76M | 0.10% | +239+2.0% | Added |
| Horizon Investments, LLC | 11,972 | $2.76M | 0.07% | +616+5.4% | Added |
| Compass Wealth Management LLC | 11,970 | $2.75M | 0.69% | 00.0% | Unchanged |
| First National Trust Co | 11,969 | $2.75M | 0.11% | −2,278−16.0% | Reduced |
| Advisory Services Network, LLC | 11,870 | $2.73M | 0.06% | +83+0.7% | Added |
| Delta Financial Advisors LLC | 11,837 | $2.72M | 1.08% | −85−0.7% | Reduced |
| Garner Asset Management Corp | 11,743 | $2.70M | 1.38% | −438−3.6% | Reduced |
| Achmea Investment Management B.V. | 11,685 | $2.69M | 0.05% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 11,627 | $2.68M | 0.01% | +174+1.5% | Added |
| New Mexico Educational Retirement Board | 11,478 | $2.64M | 0.09% | −500−4.2% | Reduced |
| Siemens Fonds Invest GmbH | 11,460 | $2.64M | 0.20% | −115−1.0% | Reduced |
| Tower Bridge Advisors | 11,428 | $2.63M | 0.27% | +550+5.1% | Added |
| Peddock Capital Advisors, LLC | 11,358 | $2.61M | 0.68% | +555+5.1% | Added |
| Banque Cantonale Vaudoise | 11,287 | $2.60M | 0.10% | −2,490−18.1% | Reduced |
| Thrivent Financial for Lutherans | 11,182 | $2.57M | 0.01% | −2,048−15.5% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 11,087 | $2.55M | 1.05% | −1,278−10.3% | Reduced |
| HB Wealth Management, LLC | 11,031 | $2.54M | 0.03% | −220−2.0% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 11,028 | $2.54M | 1.52% | −7,180−39.4% | Reduced |
| Stephens Inc | 10,985 | $2.53M | 0.04% | +1,146+11.6% | Added |
| Evercore Wealth Management, LLC | 10,881 | $2.50M | 0.04% | −39−0.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 10,867 | $2.50M | 0.11% | −10,992−50.3% | Reduced |
| Financial Advisory Service, Inc. | 10,778 | $2.48M | 0.22% | +276+2.6% | Added |
| Shelton Capital Management | 10,751 | $2.47M | 0.07% | +9,300+640.9% | Added |
| GSB Wealth Management, LLC | 10,707 | $2.46M | 0.69% | +107+1.0% | Added |
| Kinneret Advisory, LLC | 10,661 | $2.45M | 0.25% | −33−0.3% | Reduced |
| Quantbot Technologies LP | 10,650 | $2.45M | 0.14% | +6,874+182.0% | Added |
| Ieq Capital, LLC | 10,649 | $2.45M | 0.04% | +1,488+16.2% | Added |
| Sigma Planning Corp | 10,471 | $2.41M | 0.08% | +6,812+186.2% | Added |
| Exeter Financial, LLC | 10,476 | $2.39M | 1.10% | +75+0.7% | Added |
| Agf Management Ltd | 10,366 | $2.39M | 0.01% | −5,842−36.0% | Reduced |
| Oppenheimer & Co Inc | 10,201 | $2.35M | 0.04% | −4,922−32.5% | Reduced |
| FDx Advisors, Inc. | 10,168 | $2.34M | 0.36% | −2,278−18.3% | Reduced |
| Weaver Capital Management LLC | 10,137 | $2.33M | 0.81% | −163−1.6% | Reduced |
| Montag A & Associates Inc | 10,119 | $2.33M | 0.12% | −147−1.4% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 10,106 | $2.33M | 0.16% | +10,106 | New |
| Icon Wealth Advisors, LLC | 10,064 | $2.32M | 0.22% | −797−7.3% | Reduced |
| Savoie Capital LLC | 10,000 | $2.30M | 0.33% | 00.0% | Unchanged |
| Twin Capital Management Inc | 9,991 | $2.30M | 0.29% | −527−5.0% | Reduced |
| Nilsine Partners, LLC | 9,976 | $2.30M | 0.31% | +1,678+20.2% | Added |
| Erste Asset Management GmbH | 9,900 | $2.27M | 0.03% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 9,829 | $2.26M | 0.11% | −111−1.1% | Reduced |
| Wesleyan Assurance Society | 9,740 | $2.24M | 0.20% | 00.0% | Unchanged |
| Greenleaf Trust | 9,736 | $2.24M | 0.02% | −249−2.5% | Reduced |
| Cornercap Investment Counsel Inc | 9,707 | $2.23M | 0.34% | +22+0.2% | Added |
| Levin Capital Strategies, L.P. | 9,652 | $2.22M | 0.23% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 10,325 | $2.21M | 0.05% | −513−4.7% | Reduced |
| Everence Capital Management Inc | 9,613 | $2.21M | 0.15% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 9,586 | $2.21M | 0.15% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 9,580 | $2.20M | 0.05% | −583−5.7% | Reduced |
| Bleakley Financial Group, LLC | 9,548 | $2.20M | 0.06% | +320+3.5% | Added |
| Simplicity Wealth,LLC | 9,520 | $2.19M | 0.05% | +9,520 | New |
| Graham Capital Management, L.P. | 9,478 | $2.18M | 0.06% | +1,699+21.8% | Added |
| Pinnacle Holdings, LLC | 9,412 | $2.17M | 0.87% | −785−7.7% | Reduced |
| Advanced Portfolio Management, LLC | 9,332 | $2.15M | 4.06% | +9,332 | New |
| White Pine Capital LLC | 10,120 | $2.15M | 0.82% | +25+0.2% | Added |
| E. Ohman J:or Asset Management AB | 9,292 | $2.14M | 0.05% | +700+8.1% | Added |
| Dynamic Advisor Solutions LLC | 9,259 | $2.13M | 0.07% | −4,516−32.8% | Reduced |
| Stonegate Investment Group, LLC | 9,243 | $2.13M | 0.07% | −299−3.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 9,203 | $2.12M | 0.09% | −257−2.7% | Reduced |
| Metropolitan Life Insurance Co | 9,203 | $2.12M | 0.09% | −94−1.0% | Reduced |
| Veriti Management LLC | 9,080 | $2.09M | 0.16% | +862+10.5% | Added |
| Cornerstone Advisors, LLC | 9,000 | $2.07M | 0.09% | 00.0% | Unchanged |
| Arrow Financial Corp | 8,932 | $2.06M | 0.20% | −544−5.7% | Reduced |
| WBH Advisory Inc | 8,913 | $2.05M | 0.21% | −417−4.5% | Reduced |
| Founders Financial Securities LLC | 8,817 | $2.03M | 0.21% | +417+5.0% | Added |
| Quantinno Capital Management LP | 8,636 | $1.99M | 0.04% | +2,319+36.7% | Added |
| Lincoln National Corp | 8,630 | $1.99M | 0.03% | −45−0.5% | Reduced |
| Grey Street Capital, LLC | 8,627 | $1.99M | 0.27% | +8,627 | New |
| Vinva Investment Management Ltd | 8,625 | $1.98M | 0.11% | +8,625 | New |
| Atlantic Edge Private Wealth Management, LLC | 8,570 | $1.97M | 0.68% | +425+5.2% | Added |
| Empirical Finance, LLC | 8,557 | $1.97M | 0.12% | +279+3.4% | Added |
| United Capital Financial Advisers, LLC | 8,536 | $1.96M | 0.02% | +108+1.3% | Added |
| Tectonic Advisors LLC | 8,479 | $1.95M | 0.15% | +339+4.2% | Added |
| Mitchell McLeod Pugh & Williams Inc | 8,448 | $1.94M | 0.47% | 00.0% | Unchanged |
| BancorpSouth Bank | 8,396 | $1.93M | 0.14% | −684−7.5% | Reduced |
| Arden Trust Co | 8,294 | $1.91M | 0.27% | −276−3.2% | Reduced |
| Choate Investment Advisors | 8,267 | $1.90M | 0.05% | +190+2.4% | Added |
| Engineers Gate Manager LP | 8,262 | $1.90M | 0.05% | +5,098+161.1% | Added |
| Accredited Investors Inc. | 8,224 | $1.89M | 0.12% | 00.0% | Unchanged |
| Dakota Wealth Management | 8,183 | $1.88M | 0.05% | −1,060−11.5% | Reduced |
| CoreCap Advisors, LLC | 8,162 | $1.88M | 0.10% | −283−3.4% | Reduced |