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 |
|---|---|---|---|---|---|
| Applied Capital LLC | 16,425 | $3.85M | 3.00% | −67−0.4% | Reduced |
| ING Groep NV | 16,440 | $3.85M | 0.02% | −11,884−42.0% | Reduced |
| Andra AP-fonden | 16,500 | $3.86M | 0.06% | +3,600+27.9% | Added |
| Osborne Partners Capital Management, LLC | 16,538 | $3.87M | 0.22% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 16,631 | $3.89M | 0.01% | +4,474+36.8% | Added |
| Bessemer Group Inc | 16,658 | $3.90M | 0.01% | −9,403−36.1% | Reduced |
| Shell Asset Management Co | 16,704 | $3.91M | 0.17% | +16,704 | New |
| Pinnacle Associates Ltd | 20,581 | $3.92M | 0.07% | −316−1.5% | Reduced |
| Argent Trust Co | 16,810 | $3.94M | 0.16% | −13−0.1% | Reduced |
| Raymond James Trust N.A. | 16,857 | $3.95M | 0.09% | +497+3.0% | Added |
| Pacer Advisors, Inc. | 16,887 | $3.95M | 0.01% | −9,327−35.6% | Reduced |
| Atria Wealth Solutions, Inc. | 16,898 | $3.96M | 0.04% | −1,220−6.7% | Reduced |
| Miracle Mile Advisors, LLC | 16,918 | $3.96M | 0.09% | +181+1.1% | Added |
| Virtu Financial LLC | 16,990 | $3.98M | 0.22% | +3,462+25.6% | Added |
| GLOBALT Investments LLC | 16,991 | $3.98M | 0.15% | −37,411−68.8% | Reduced |
| Principle Wealth Partners LLC | 16,995 | $3.98M | 0.28% | +10.0% | Added |
| Thrivent Financial for Lutherans | 17,008 | $3.98M | 0.01% | +1,360+8.7% | Added |
| Omers Administration Corp | 17,027 | $3.99M | 0.04% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 17,032 | $3.99M | 0.27% | +480+2.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 17,114 | $4.01M | 0.01% | −3,329−16.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 17,304 | $4.05M | 0.04% | −1,043−5.7% | Reduced |
| Lee Danner & Bass Inc | 17,523 | $4.10M | 0.29% | +27+0.2% | Added |
| Leuthold Group, LLC | 17,647 | $4.13M | 0.46% | +17,647 | New |
| Brinker Capital Investments, LLC | 18,144 | $4.25M | 0.04% | +4,665+34.6% | Added |
| Orion Portfolio Solutions, LLC | 18,144 | $4.25M | 0.04% | +4,665+34.6% | Added |
| Steward Partners Investment Advisory, LLC | 18,219 | $4.27M | 0.04% | −1,287−6.6% | Reduced |
| Gulf International Bank (UK) Ltd | 18,269 | $4.28M | 0.11% | −780−4.1% | Reduced |
| KCM Investment Advisors LLC | 18,272 | $4.28M | 0.14% | +3,620+24.7% | Added |
| Advisors Asset Management, Inc. | 18,403 | $4.31M | 0.08% | −9,725−34.6% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 18,488 | $4.33M | 0.38% | −184−1.0% | Reduced |
| Achmea Investment Management B.V. | 18,825 | $4.41M | 0.07% | +2,419+14.7% | Added |
| Milestone Asset Management, LLC | 18,898 | $4.42M | 1.00% | +408+2.2% | Added |
| CX Institutional | 18,996 | $4.45M | 0.20% | +17,604+1,264.7% | Added |
| RNC Capital Management LLC | 21,997 | $4.47M | 0.25% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 19,208 | $4.50M | 0.05% | −4,474−18.9% | Reduced |
| Hallmark Capital Management Inc | 19,287 | $4.52M | 0.33% | −416−2.1% | Reduced |
| CIBC Private Wealth Group, LLC | 19,400 | $4.54M | 0.01% | +310+1.6% | Added |
| Liberty One Investment Management, LLC | 19,460 | $4.56M | 0.47% | +983+5.3% | Added |
| Oregon Public Employees Retirement Fund | 19,499 | $4.57M | 0.09% | −190−1.0% | Reduced |
| Ferguson Wellman Capital Management, Inc | 19,768 | $4.63M | 0.09% | −20.0% | Reduced |
| Fifth Third Bancorp | 19,849 | $4.65M | 0.02% | +291+1.5% | Added |
| Norinchukin Bank, The | 19,875 | $4.65M | 0.11% | +1,778+9.8% | Added |
| Meridian Investment Counsel Inc. | 19,966 | $4.67M | 1.41% | −175−0.9% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $4.71M | 1.58% | 00.0% | Unchanged |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 20,155 | $4.72M | 0.80% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 20,214 | $4.73M | 0.10% | +890+4.6% | Added |
| MML Investors Services, LLC | 20,565 | $4.82M | 0.02% | +237+1.2% | Added |
| Culbertson A N & Co Inc | 20,583 | $4.82M | 0.78% | +343+1.7% | Added |
| Atria Investments LLC | 20,859 | $4.88M | 0.06% | +20,859 | New |
| SG Americas Securities, LLC | 20,892 | $4.89M | 0.02% | −75,805−78.4% | Reduced |
| Arjuna Capital | 20,945 | $4.90M | 1.27% | +20,945 | New |
| Foster & Motley Inc | 21,006 | $4.92M | 0.31% | −494−2.3% | Reduced |
| Asset Dedication, LLC | 21,110 | $4.94M | 0.33% | −3,236−13.3% | Reduced |
| Capital Fund Management S.A. | 21,225 | $4.97M | 0.06% | +21,225 | New |
| J. W. Coons Advisors, LLC | 21,250 | $4.98M | 1.24% | 00.0% | Unchanged |
| SGL Investment Advisors, Inc. | 19,459 | $4.99M | 2.56% | +19,459 | New |
| Sawyer & Company, Inc | 21,400 | $5.01M | 1.85% | −509−2.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 21,708 | $5.08M | 0.13% | −60.0% | Reduced |
| B&L Asset Management LLC | 21,713 | $5.08M | 3.22% | +21,713 | New |
| HM Payson & Co | 21,792 | $5.10M | 0.09% | −215−1.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 21,969 | $5.14M | 0.08% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 22,035 | $5.16M | 0.41% | 00.0% | Unchanged |
| Meyer Handelman Co | 22,400 | $5.24M | 0.18% | −5,000−18.2% | Reduced |
| Citizens Business Bank | 22,645 | $5.30M | 1.07% | −246−1.1% | Reduced |
| Cullinan Associates Inc | 20,457 | $5.30M | 0.30% | −55,116−72.9% | Reduced |
| Northwest Bancshares, Inc. | 22,703 | $5.32M | 0.91% | +22,703 | New |
| Commerce Bank | 22,971 | $5.38M | 0.03% | −181−0.8% | Reduced |
| Rockefeller Capital Management L.P. | 23,439 | $5.49M | 0.01% | −2,632−10.1% | Reduced |
| Penobscot Investment Management Company, Inc. | 23,586 | $5.52M | 0.50% | +85+0.4% | Added |
| Swiss Life Asset Management Ltd | 23,630 | $5.53M | 0.06% | −27,650−53.9% | Reduced |
| Chemung Canal Trust Co | 23,738 | $5.56M | 1.12% | +1,112+4.9% | Added |
| Freestone Capital Holdings, LLC | 23,924 | $5.60M | 0.19% | +659+2.8% | Added |
| Private Advisor Group, LLC | 24,071 | $5.64M | 0.03% | −440−1.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 24,331 | $5.70M | 0.01% | +728+3.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 24,404 | $5.71M | 0.06% | −654−2.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 24,491 | $5.73M | 0.02% | −1,665−6.4% | Reduced |
| Verdence Capital Advisors LLC | 24,921 | $5.83M | 0.46% | +298+1.2% | Added |
| Candriam Luxembourg S.C.A. | 25,123 | $5.88M | 0.03% | −781−3.0% | Reduced |
| Investment Management Corp of Ontario | 25,206 | $5.90M | 0.13% | +2,400+10.5% | Added |
| Peapack Gladstone Financial Corp | 25,540 | $5.98M | 0.09% | −7,545−22.8% | Reduced |
| Patton Fund Management, Inc. | 25,712 | $6.02M | 1.24% | +25,712 | New |
| Garland Capital Management Inc | 26,715 | $6.25M | 4.81% | −3,300−11.0% | Reduced |
| Palisade Asset Management, LLC | 26,725 | $6.26M | 0.61% | +91+0.3% | Added |
| Capital City Trust Co | 26,737 | $6.26M | 1.55% | +25+0.1% | Added |
| Avantax Advisory Services, Inc. | 27,081 | $6.34M | 0.04% | +1,686+6.6% | Added |
| KWMG, LLC | 27,956 | $6.55M | 0.66% | +27,956 | New |
| Koshinski Asset Management, Inc. | 28,040 | $6.56M | 0.57% | +28,040 | New |
| Mutual of America Capital Management LLC | 28,069 | $6.57M | 0.07% | −807−2.8% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 28,250 | $6.61M | 0.17% | +485+1.7% | Added |
| Patton Albertson Miller Group, LLC | 28,548 | $6.68M | 0.91% | −4,360−13.2% | Reduced |
| Nissay Asset Management Corp | 28,620 | $6.70M | 0.04% | +804+2.9% | Added |
| Webster Bank, N. A. | 28,694 | $6.72M | 0.71% | −1,624−5.4% | Reduced |
| GWM Advisors LLC | 28,867 | $6.76M | 0.04% | +3,992+16.0% | Added |
| JustInvest LLC | 29,270 | $6.85M | 0.11% | +3,953+15.6% | Added |
| Te Ahumairangi Investment Management Ltd | 30,127 | $7.01M | 1.24% | −3,310−9.9% | Reduced |
| Commerzbank Aktiengesellschaft | 30,621 | $7.17M | 0.19% | +2,630+9.4% | Added |
| tru Independence LLC | 30,652 | $7.18M | 2.10% | −515−1.7% | Reduced |
| Gotham Asset Management, LLC | 30,673 | $7.18M | 0.07% | +6,377+26.2% | Added |
| Sienna Gestion | 31,100 | $7.26M | 0.48% | +4,476+16.8% | Added |
| Captrust Financial Advisors | 31,229 | $7.31M | 0.02% | +965+3.2% | Added |