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, Q3 2024
Institutional positions in Travelers Companies, Inc. as of Sep 30, 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
- 1,470
- +74 vs. Q2 2024
- Shares held
- 189.7M
- +19.3M (+11.3%) vs. Q2 2024
- Total value
- $44.0B
- +$9.42B (+27.2%) vs. Q2 2024
- New holders
- 171
- 467 more added
- Sold out
- 97
- 517 more reduced
18 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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, Q3 2024
Shares, value and share of portfolio for each institution holding Travelers Companies, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Everence Capital Management Inc | 9,613 | $2.25M | 0.14% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 9,652 | $2.26M | 0.22% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 9,676 | $2.27M | 0.03% | +3,332+52.5% | Added |
| United Capital Financial Advisers, LLC | 9,707 | $2.27M | 0.02% | −335−3.3% | Reduced |
| Wesleyan Assurance Society | 9,740 | $2.28M | 0.18% | 00.0% | Unchanged |
| Twin Capital Management Inc | 9,850 | $2.31M | 0.26% | −162−1.6% | Reduced |
| E. Ohman J:or Asset Management AB | 9,892 | $2.32M | 0.06% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 9,900 | $2.34M | 0.03% | 00.0% | Unchanged |
| Savoie Capital LLC | 10,000 | $2.34M | 0.29% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 10,029 | $2.35M | 0.09% | −1,312−11.6% | Reduced |
| Nilsine Partners, LLC | 10,070 | $2.36M | 0.31% | +32+0.3% | Added |
| White Pine Capital LLC | 10,076 | $2.36M | 0.81% | −50.0% | Reduced |
| Montag A & Associates Inc | 10,119 | $2.37M | 0.11% | 00.0% | Unchanged |
| Empowered Funds, LLC | 10,265 | $2.40M | 0.04% | +6,426+167.4% | Added |
| GSB Wealth Management, LLC | 10,299 | $2.41M | 0.62% | −181−1.7% | Reduced |
| Ballentine Partners, LLC | 10,303 | $2.41M | 0.04% | +5,727+125.2% | Added |
| Greenleaf Trust | 10,314 | $2.41M | 0.02% | +553+5.7% | Added |
| Sequoia Financial Advisors, LLC | 10,341 | $2.42M | 0.03% | +3,122+43.2% | Added |
| 1832 Asset Management L.P. | 10,398 | $2.43M | 0.00% | −3,054−22.7% | Reduced |
| Advisory Services Network, LLC | 12,083 | $2.46M | 0.05% | 00.0% | Unchanged |
| Exeter Financial, LLC | 10,576 | $2.48M | 1.10% | +19+0.2% | Added |
| Point72 Europe (London) LLP | 10,600 | $2.48M | 0.21% | −20,600−66.0% | Reduced |
| First National Trust Co | 10,677 | $2.50M | 0.10% | −91−0.8% | Reduced |
| Sigma Planning Corp | 10,693 | $2.50M | 0.08% | −167−1.5% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 10,740 | $2.51M | 0.97% | −369−3.3% | Reduced |
| Stephens Inc | 10,876 | $2.55M | 0.04% | −220−2.0% | Reduced |
| Evercore Wealth Management, LLC | 10,905 | $2.55M | 0.04% | +24+0.2% | Added |
| Peddock Capital Advisors, LLC | 10,941 | $2.56M | 0.62% | +282+2.6% | Added |
| Tower Bridge Advisors | 10,953 | $2.56M | 0.27% | −200−1.8% | Reduced |
| Canandaigua National Bank & Trust Co | 11,117 | $2.60M | 0.25% | −1,129−9.2% | Reduced |
| Metis Global Partners, LLC | 11,146 | $2.61M | 0.08% | −700−5.9% | Reduced |
| New Mexico Educational Retirement Board | 11,178 | $2.62M | 0.09% | −300−2.6% | Reduced |
| Pinnacle Financial Partners Inc | 11,328 | $2.65M | 0.05% | −433−3.7% | Reduced |
| NewEdge Wealth, LLC | 11,446 | $2.68M | 0.05% | +1,446+14.5% | Added |
| Burney Co | 11,495 | $2.69M | 0.10% | −743−6.1% | Reduced |
| IHT Wealth Management, LLC | 11,579 | $2.72M | 0.08% | +4,816+71.2% | Added |
| Los Angeles Capital Management LLC | 11,677 | $2.73M | 0.01% | −306−2.6% | Reduced |
| HB Wealth Management, LLC | 11,835 | $2.77M | 0.03% | +401+3.5% | Added |
| Siemens Fonds Invest GmbH | 11,851 | $2.77M | 0.22% | +274+2.4% | Added |
| Federation des caisses Desjardins du Quebec | 11,930 | $2.79M | 0.01% | −40−0.3% | Reduced |
| Ostrum Asset Management | 11,953 | $2.80M | 0.23% | +5,583+87.6% | Added |
| Granite Investment Partners, LLC | 11,964 | $2.80M | 0.12% | +11,964 | New |
| Horizon Investments, LLC | 11,969 | $2.80M | 0.07% | −40−0.3% | Reduced |
| Icon Wealth Advisors, LLC | 11,976 | $2.80M | 0.23% | −143−1.2% | Reduced |
| Accurate Wealth Management, LLC | 11,647 | $2.81M | 0.56% | +24+0.2% | Added |
| Compass Wealth Management LLC | 11,992 | $2.81M | 0.66% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 12,007 | $2.81M | 0.22% | +578+5.1% | Added |
| Kinneret Advisory, LLC | 12,031 | $2.82M | 0.26% | −158−1.3% | Reduced |
| Acropolis Investment Management, LLC | 12,048 | $2.82M | 0.17% | −446−3.6% | Reduced |
| Savant Capital, LLC | 12,114 | $2.84M | 0.02% | −1,732−12.5% | Reduced |
| Azimuth Capital Investment Management LLC | 12,134 | $2.84M | 0.11% | −325−2.6% | Reduced |
| D.A. Davidson & Co. | 12,162 | $2.85M | 0.02% | −99−0.8% | Reduced |
| Delta Financial Advisors LLC | 12,211 | $2.86M | 1.04% | +364+3.1% | Added |
| Worldquant Millennium Advisors LLC | 12,216 | $2.86M | 0.02% | +675+5.8% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 12,483 | $2.92M | 0.01% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 12,523 | $2.93M | 0.03% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. Holding AG | 12,523 | $2.93M | 0.03% | +12,523 | New |
| Securian Asset Management, Inc | 12,597 | $2.95M | 0.09% | −480−3.7% | Reduced |
| William B. Walkup & Associates, Inc. | 12,793 | $3.00M | 1.85% | +12,793 | New |
| Vinva Investment Management Ltd | 12,687 | $3.00M | 0.13% | +815+6.9% | Added |
| Louisiana State Employees Retirement System | 12,800 | $3.00M | 0.06% | −200−1.5% | Reduced |
| MAI Capital Management | 12,956 | $3.03M | 0.03% | −3,729−22.3% | Reduced |
| Veriti Management LLC | 12,964 | $3.04M | 0.16% | +2,611+25.2% | Added |
| Carnegie Capital Asset Management, LLC | 12,977 | $3.04M | 0.09% | +77+0.6% | Added |
| Garner Asset Management Corp | 12,985 | $3.04M | 1.40% | +32+0.2% | Added |
| Rakuten Investment Management, Inc. | 12,934 | $3.05M | 0.02% | +3,183+32.6% | Added |
| Maryland State Retirement & Pension System | 13,056 | $3.06M | 0.06% | −4,837−27.0% | Reduced |
| Crossmark Global Holdings, Inc. | 13,183 | $3.09M | 0.06% | −1,234−8.6% | Reduced |
| Quantinno Capital Management LP | 13,232 | $3.10M | 0.04% | +3,422+34.9% | Added |
| Rossmore Private Capital | 13,378 | $3.13M | 0.39% | −70−0.5% | Reduced |
| Hancock Whitney Corp | 13,508 | $3.16M | 0.10% | −1,212−8.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 13,660 | $3.20M | 0.15% | +331+2.5% | Added |
| Colony Group, LLC | 13,985 | $3.27M | 0.01% | +3,480+33.1% | Added |
| Kingsview Wealth Management, LLC | 13,990 | $3.28M | 0.07% | −8,438−37.6% | Reduced |
| Baker Avenue Asset Management, LP | 14,108 | $3.30M | 0.10% | +162+1.2% | Added |
| Agf Management Ltd | 14,146 | $3.31M | 0.02% | +3,141+28.5% | Added |
| Congress Wealth Management LLC | 14,208 | $3.33M | 0.04% | +5,050+55.1% | Added |
| Quadrature Capital Ltd | 14,278 | $3.34M | 0.08% | −28,052−66.3% | Reduced |
| Ieq Capital, LLC | 14,411 | $3.37M | 0.04% | +2,300+19.0% | Added |
| Hartford Investment Management Co | 14,467 | $3.39M | 0.11% | −232−1.6% | Reduced |
| New Vernon Investment Management LLC | 14,505 | $3.40M | 3.66% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 14,640 | $3.43M | 0.08% | −71−0.5% | Reduced |
| Lincoln Capital LLC | 14,759 | $3.46M | 0.73% | −184−1.2% | Reduced |
| Mizuho Securities USA LLC | 14,780 | $3.46M | 0.07% | −2,878−16.3% | Reduced |
| 1st Source Bank | 15,016 | $3.52M | 0.20% | −384−2.5% | Reduced |
| Arvest Investments, Inc. | 15,036 | $3.52M | 0.53% | −1,156−7.1% | Reduced |
| UniSuper Management Pty Ltd | 15,116 | $3.54M | 0.03% | +1,764+13.2% | Added |
| Unison Advisors LLC | 15,241 | $3.57M | 0.43% | +76+0.5% | Added |
| Fulton Bank, N.A. | 15,273 | $3.58M | 0.14% | −215−1.4% | Reduced |
| Diversified Trust Co | 15,458 | $3.62M | 0.09% | −1,769−10.3% | Reduced |
| Wellington Management Group LLP | 15,473 | $3.62M | 0.00% | −23,334−60.1% | Reduced |
| Romano Brothers and Company | 15,515 | $3.63M | 0.45% | +1,500+10.7% | Added |
| RSM US Wealth Management LLC | 15,740 | $3.70M | 0.05% | +541+3.6% | Added |
| Jefferies Financial Group Inc. | 15,843 | $3.71M | 0.06% | −991−5.9% | Reduced |
| Kentucky Retirement Systems | 15,879 | $3.72M | 0.11% | −1,377−8.0% | Reduced |
| Slow Capital, Inc. | 16,081 | $3.76M | 0.58% | −765−4.5% | Reduced |
| Empire Financial Management Company, LLC | 16,201 | $3.79M | 1.17% | +187+1.2% | Added |
| Strategic Planning Group, LLC | 16,258 | $3.81M | 0.75% | +981+6.4% | Added |
| Eagle Rock Investment Company, LLC | 16,332 | $3.82M | 0.64% | −14−0.1% | Reduced |
| Wealthfront Advisers LLC | 16,368 | $3.83M | 0.01% | +4,294+35.6% | Added |