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 |
|---|---|---|---|---|---|
| Beacon Financial Group | 8,098 | $1.86M | 0.21% | −310−3.7% | Reduced |
| Naples Global Advisors, LLC | 8,062 | $1.86M | 0.19% | −13−0.2% | Reduced |
| Capital Wealth Planning, LLC | 8,000 | $1.84M | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 7,998 | $1.84M | 0.05% | +438+5.8% | Added |
| Assenagon Asset Management S.A. | 7,993 | $1.84M | 0.00% | −192,088−96.0% | Reduced |
| Ancora Advisors, LLC | 7,991 | $1.84M | 0.04% | −46−0.6% | Reduced |
| SpiderRock Advisors, LLC | 8,169 | $1.81M | 0.06% | +8,169 | New |
| Community Bank, N.A. | 7,875 | $1.81M | 0.24% | −195−2.4% | Reduced |
| Brevan Howard Capital Management LP | 7,873 | $1.81M | 0.16% | +3,124+65.8% | Added |
| Aquatic Capital Management LLC | 7,800 | $1.80M | 0.06% | +7,800 | New |
| SYSTM Wealth Solutions LLC | 7,736 | $1.78M | 0.22% | −404−5.0% | Reduced |
| Colony Group, LLC | 7,736 | $1.78M | 0.01% | +2,249+41.0% | Added |
| Vestmark Advisory Solutions, Inc. | 7,726 | $1.78M | 0.08% | −414−5.1% | Reduced |
| Argent Advisors, Inc. | 7,722 | $1.78M | 0.70% | −79−1.0% | Reduced |
| Benin Management CORP | 7,713 | $1.78M | 0.56% | −12−0.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 7,887 | $1.77M | 0.01% | +1,511+23.7% | Added |
| Profund Advisors LLC | 7,690 | $1.77M | 0.07% | −363−4.5% | Reduced |
| Meiji Yasuda Life Insurance Co | 7,579 | $1.74M | 0.04% | −579−7.1% | Reduced |
| Academy Capital Management Inc | 7,552 | $1.74M | 0.33% | +17+0.2% | Added |
| Quest Partners LLC | 7,543 | $1.74M | 0.30% | +7,543 | New |
| Kovitz Investment Group Partners, LLC | 7,538 | $1.73M | 0.02% | +7,538 | New |
| Inceptionr LLC | 7,534 | $1.73M | 0.45% | +7,534 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 7,531 | $1.73M | 0.12% | −606−7.4% | Reduced |
| TD Private Client Wealth LLC | 7,479 | $1.72M | 0.06% | −698−8.5% | Reduced |
| Jacobi Capital Management LLC | 7,417 | $1.71M | 0.16% | −321−4.1% | Reduced |
| David Loasby | 7,581 | $1.70M | 0.17% | −177−2.3% | Reduced |
| Focus Financial Network, Inc. | 8,062 | $1.70M | 0.08% | +8,062 | New |
| Ashton Thomas Private Wealth, LLC | 7,340 | $1.69M | 0.10% | +172+2.4% | Added |
| UniSuper Management Pty Ltd | 7,336 | $1.69M | 0.02% | +5,269+254.9% | Added |
| South Dakota Investment Council | 7,295 | $1.68M | 0.03% | −1,400−16.1% | Reduced |
| Unigestion Holding SA | 7,288 | $1.68M | 0.08% | −28,282−79.5% | Reduced |
| FRG Family Wealth Advisors LLC | 7,900 | $1.68M | 0.33% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 7,241 | $1.67M | 0.04% | +12+0.2% | Added |
| Bokf, NA | 7,247 | $1.65M | 0.03% | −221−3.0% | Reduced |
| Sequoia Financial Advisors, LLC | 7,174 | $1.65M | 0.02% | −543−7.0% | Reduced |
| Old National Bancorp | 7,154 | $1.65M | 0.04% | −916−11.4% | Reduced |
| Wedbush Securities Inc | 7,138 | $1.64M | 0.06% | +3,905+120.8% | Added |
| Avalon Trust Co | 7,075 | $1.63M | 0.13% | 00.0% | Unchanged |
| Smith, Salley & Associates | 7,061 | $1.62M | 0.13% | −3,396−32.5% | Reduced |
| Venture Visionary Partners LLC | 7,057 | $1.62M | 0.08% | −36−0.5% | Reduced |
| Park Avenue Securities LLC | 7,057 | $1.62M | 0.02% | +17+0.2% | Added |
| Belpointe Asset Management LLC | 7,046 | $1.62M | 0.12% | +97+1.4% | Added |
| Gifford Fong Associates | 7,000 | $1.61M | 0.44% | 00.0% | Unchanged |
| Ballast, Inc. | 6,987 | $1.61M | 0.51% | +55+0.8% | Added |
| iA Global Asset Management Inc. | 6,915 | $1.59M | 0.03% | +5,017+264.3% | Added |
| Eagle Capital Management LLC | 6,900 | $1.59M | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 6,880 | $1.58M | 0.13% | −5−0.1% | Reduced |
| National Asset Management, Inc. | 9,695 | $1.58M | 0.04% | +7,043+265.6% | Added |
| Tevis Investment Management | 6,880 | $1.58M | 1.35% | −368−5.1% | Reduced |
| V-Square Quantitative Management LLC | 6,867 | $1.58M | 0.26% | +921+15.5% | Added |
| Moors & Cabot, Inc. | 6,849 | $1.58M | 0.09% | −984−12.6% | Reduced |
| Harfst & Associates, Inc. | 6,815 | $1.57M | 0.37% | +6,815 | New |
| First National Advisers, LLC | 7,090 | $1.56M | 0.35% | +2,184+44.5% | Added |
| Signaturefd, LLC | 6,721 | $1.55M | 0.03% | +15+0.2% | Added |
| RSM US Wealth Management LLC | 6,720 | $1.55M | 0.04% | +539+8.7% | Added |
| Pensionfund Sabic | 6,700 | $1.54M | 0.46% | −1,300−16.3% | Reduced |
| Northern Financial Advisors Inc | 6,688 | $1.54M | 1.20% | +64+1.0% | Added |
| Vaughan David Investments LLC | 6,615 | $1.52M | 0.04% | 00.0% | Unchanged |
| Resources Management Corp | 6,546 | $1.51M | 0.22% | −5−0.1% | Reduced |
| Sumitomo Life Insurance Co | 6,517 | $1.50M | 0.04% | −255−3.8% | Reduced |
| Snowden Capital Advisors LLC | 6,490 | $1.49M | 0.05% | +916+16.4% | Added |
| Courier Capital LLC | 6,448 | $1.48M | 0.11% | −225−3.4% | Reduced |
| Bailard, Inc. | 6,389 | $1.47M | 0.04% | −50−0.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 6,330 | $1.46M | 0.03% | +428+7.3% | Added |
| Groupama Asset Managment | 3,046 | $1.45M | 0.03% | −6,955−69.5% | Reduced |
| Essex Financial Services, Inc. | 6,258 | $1.44M | 0.13% | +153+2.5% | Added |
| Cubic Asset Management, LLC | 6,244 | $1.44M | 0.34% | 00.0% | Unchanged |
| BSW Wealth Partners | 6,229 | $1.43M | 0.24% | +53+0.9% | Added |
| Bard Financial Services, Inc. | 6,185 | $1.42M | 0.15% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 6,138 | $1.41M | 0.01% | +5,573+986.4% | Added |
| Moody National Bank Trust Division | 6,116 | $1.41M | 0.11% | −73−1.2% | Reduced |
| Institute for Wealth Management, LLC. | 6,089 | $1.40M | 0.18% | +9+0.1% | Added |
| CAPROCK Group, Inc. | 6,064 | $1.40M | 0.08% | +312+5.4% | Added |
| Congress Wealth Management LLC | 6,039 | $1.39M | 0.02% | +4,557+307.5% | Added |
| Quadcap Wealth Management, LLC | 6,038 | $1.39M | 0.32% | −1,529−20.2% | Reduced |
| Walleye Trading LLC | 6,028 | $1.39M | 0.02% | +6,028 | New |
| Integrated Wealth Concepts LLC | 5,982 | $1.38M | 0.02% | +173+3.0% | Added |
| MB, Levis & Associates, LLC | 5,971 | $1.37M | 0.74% | +21+0.4% | Added |
| NJ State Employees Deferred Compensation Plan | 5,943 | $1.37M | 0.17% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 5,962 | $1.37M | 0.07% | +1,242+26.3% | Added |
| Elmwood Wealth Management, Inc. | 5,916 | $1.36M | 0.58% | +1,518+34.5% | Added |
| Concord Wealth Partners | 5,833 | $1.34M | 0.24% | +1,086+22.9% | Added |
| We Are One Seven, LLC | 5,827 | $1.34M | 0.07% | −1,309−18.3% | Reduced |
| Flputnam Investment Management Co | 5,814 | $1.34M | 0.03% | +109+1.9% | Added |
| Concord Asset Management, LLC | 5,793 | $1.33M | 0.35% | +1,080+22.9% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 5,787 | $1.33M | 0.11% | 00.0% | Unchanged |
| Trust Co of Vermont | 5,783 | $1.33M | 0.07% | −16−0.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 5,775 | $1.33M | 0.14% | +5,775 | New |
| Lowe Brockenbrough & Co Inc | 5,715 | $1.32M | 0.09% | −1,783−23.8% | Reduced |
| HighPoint Advisor Group LLC | 6,068 | $1.31M | 0.09% | +39+0.6% | Added |
| Two Sigma Investments, LP | 5,703 | $1.31M | 0.00% | −67,405−92.2% | Reduced |
| Roundview Capital LLC | 5,643 | $1.30M | 0.11% | −6−0.1% | Reduced |
| Jefferies Financial Group Inc. | 5,621 | $1.29M | 0.03% | +5,621 | New |
| TownSquare Capital, LLC | 5,559 | $1.28M | 0.02% | +350+6.7% | Added |
| Claro Advisors LLC | 5,514 | $1.27M | 0.22% | +179+3.4% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 5,485 | $1.26M | 0.00% | +3,543+182.4% | Added |
| Douglass Winthrop Advisors, LLC | 5,477 | $1.26M | 0.03% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 5,463 | $1.26M | 0.04% | +1,189+27.8% | Added |
| Tocqueville Asset Management L.P. | 5,395 | $1.24M | 0.02% | −55−1.0% | Reduced |
| Kingswood Wealth Advisors, LLC | 5,377 | $1.24M | 0.14% | −352−6.1% | Reduced |