Skip to main content

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
1,471
+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.

Institutional holdersQ3 2024: 1,471 institutions
Q1 2021: 1,172 institutionsQ2 2021: 1,138 institutionsQ3 2021: 1,137 institutionsQ4 2021: 1,229 institutionsQ1 2022: 1,277 institutionsQ2 2022: 1,222 institutionsQ3 2022: 1,204 institutionsQ4 2022: 1,304 institutionsQ1 2023: 1,270 institutionsQ2 2023: 1,288 institutionsQ3 2023: 1,260 institutionsQ4 2023: 1,334 institutionsQ1 2024: 1,452 institutionsQ2 2024: 1,415 institutionsQ3 2024: 1,471 institutionsQ4 2024: 1,590 institutionsQ1 2025: 1,645 institutionsQ2 2025: 1,639 institutionsQ3 2025: 1,681 institutionsQ4 2025: 1,780 institutionsQ1 2026: 1,805 institutionsQ2 2026: 1,869 institutions
Value heldQ3 2024: $44.0B
Q1 2021: $31.5BQ2 2021: $31.0BQ3 2021: $31.1BQ4 2021: $31.3BQ1 2022: $36.0BQ2 2022: $33.1BQ3 2022: $29.7BQ4 2022: $36.0BQ1 2023: $32.3BQ2 2023: $32.5BQ3 2023: $30.5BQ4 2023: $36.0BQ1 2024: $43.6BQ2 2024: $38.8BQ3 2024: $44.0BQ4 2024: $45.6BQ1 2025: $49.8BQ2 2025: $50.7BQ3 2025: $51.9BQ4 2025: $53.8BQ1 2026: $52.1BQ2 2026: $61.0B
Institutions holding TRV and their total value by quarter
QuarterHoldersValue
Q2 20261,869$61.0B
Q1 20261,805$52.1B
Q4 20251,780$53.8B
Q3 20251,681$51.9B
Q2 20251,639$50.7B
Q1 20251,645$49.8B
Q4 20241,590$45.6B
Q3 20241,471$44.0B
Q2 20241,415$38.8B
Q1 20241,452$43.6B
Q4 20231,334$36.0B
Q3 20231,260$30.5B
Q2 20231,288$32.5B
Q1 20231,270$32.3B
Q4 20221,304$36.0B
Q3 20221,204$29.7B
Q2 20221,222$33.1B
Q1 20221,277$36.0B
Q4 20211,229$31.3B
Q3 20211,137$31.1B
Q2 20211,138$31.0B
Q1 20211,172$31.5B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Travelers Companies, Inc.; share changes are against Q2 2024.

Institutions holding TRV in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Greatmark Investment Partners, Inc.57,643$13.5M1.83%+1,932+3.5%Added
Whittier Trust Co56,517$13.2M0.18%−1,606−2.8%Reduced
Huntington National Bank55,326$13.0M0.09%−886−1.6%Reduced
Synovus Financial Corp54,958$12.9M0.15%−1,798−3.2%Reduced
Glenmede Trust Co NA54,410$12.7M0.06%−290−0.5%Reduced
Guggenheim Capital LLC54,221$12.7M0.09%−36,327−40.1%Reduced
Telos Capital Management, Inc.53,636$12.6M1.32%+1,194+2.3%Added
Pathstone Holdings, LLC53,436$12.5M0.06%−10,019−15.8%Reduced
Cantor Fitzgerald Investment Adviser L.P.52,569$12.3M0.84%+128+0.2%Added
Mirae Asset Global ETFs Holdings Ltd.52,018$12.2M0.03%−832−1.6%Reduced
GHP Investment Advisors, Inc.50,394$11.8M0.54%−217−0.4%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys49,618$11.6M0.07%−681−1.4%Reduced
Retirement Systems of Alabama49,616$11.6M0.04%−897−1.8%Reduced
APG Asset Management N.V.55,061$11.6M0.08%−180,608−76.6%Reduced
Intech Investment Management LLC49,335$11.6M0.13%+8,282+20.2%Added
Mariner, LLC48,977$11.5M0.02%+2,586+5.6%Added
Regions Financial Corp48,398$11.3M0.08%−1,263−2.5%Reduced
Prudential PLC48,387$11.3M0.06%−27,383−36.1%Reduced
Handelsbanken Fonder AB47,843$11.2M0.04%00.0%Unchanged
Kestra Advisory Services, LLC47,026$11.0M0.06%−1,944−4.0%Reduced
Auxier Asset Management46,994$11.0M1.63%−170.0%Reduced
Czech National Bank46,431$10.9M0.11%+2,795+6.4%Added
IFM Investors Pty Ltd45,954$10.8M0.10%−453−1.0%Reduced
Advisor Group Holdings, Inc.45,396$10.6M0.02%−2,203−4.6%Reduced
Tiaa Trust, National Association45,421$10.6M0.03%−3,307−6.8%Reduced
Park Circle Co44,825$10.5M9.35%00.0%Unchanged
Amalgamated Bank44,818$10.5M0.09%−1,385−3.0%Reduced
Shorepoint Capital Partners LLC44,719$10.5M2.38%−1,544−3.3%Reduced
USS Investment Management Ltd43,525$10.2M0.07%+1,207+2.9%Added
First Manhattan Co43,022$10.1M0.03%−656−1.5%Reduced
Bartlett & Co. Wealth Management LLC41,580$9.73M0.14%−374−0.9%Reduced
First National Bank of Omaha40,149$9.40M0.60%−1,310−3.2%Reduced
Squarepoint Ops LLC40,003$9.37M0.03%−122,346−75.4%Reduced
Public Sector Pension Investment Board39,630$9.28M0.05%+800+2.1%Added
Goelzer Investment Management, Inc.39,600$9.27M0.51%−232−0.6%Reduced
Northwest & Ethical Investments L.P.39,195$9.18M0.24%+808+2.1%Added
Bradley Foster & Sargent Inc38,975$9.12M0.15%+642+1.7%Added
Citizens Financial Group Inc38,943$9.12M0.18%−461−1.2%Reduced
Executive Wealth Management, LLC38,219$8.95M0.70%+38,219New
British Columbia Investment Management Corp38,212$8.95M0.05%−5,644−12.9%Reduced
Utah Retirement Systems37,807$8.85M0.10%+200+0.5%Added
Hantz Financial Services, Inc.37,729$8.83M0.16%−1,547−3.9%Reduced
Shelton Capital Management37,507$8.78M0.23%+25,900+223.1%Added
Renaissance Technologies LLC37,372$8.75M0.01%−264,212−87.6%Reduced
Perigon Wealth Management, LLC37,162$8.70M0.23%+501+1.4%Added
PGGM Investments36,901$8.64M0.11%00.0%Unchanged
Palmer Knight Co36,451$8.53M3.75%−316−0.9%Reduced
Benedict Financial Advisors Inc36,373$8.52M2.01%+36+0.1%Added
Aviance Capital Partners, LLC36,358$8.51M1.12%+1,507+4.3%Added
Carret Asset Management, LLC36,152$8.46M0.92%−483−1.3%Reduced
Stansberry Asset Management, LLC35,856$8.39M1.05%+1,432+4.2%Added
Brown Advisory Inc35,793$8.38M0.01%−1,482−4.0%Reduced
Man Group plc35,701$8.36M0.02%−99,800−73.7%Reduced
Independent Advisor Alliance35,612$8.34M0.30%−257−0.7%Reduced
Cresset Asset Management, LLC35,027$8.20M0.03%+176+0.5%Added
Murphy Pohlad Asset Management LLC35,025$8.20M3.41%−1,165−3.2%Reduced
Yousif Capital Management, LLC34,988$8.19M0.09%−4,068−10.4%Reduced
HRT Financial LP34,492$8.07M0.04%−9,797−22.1%Reduced
Ritholtz Wealth Management34,217$8.01M0.24%+826+2.5%Added
New York Life Investment Management LLC33,749$7.90M0.08%−1,166−3.3%Reduced
CIBC Asset Management Inc33,337$7.80M0.03%+2,455+7.9%Added
Tower Research Capital LLC (TRC)33,218$7.78M0.21%+12,877+63.3%Added
Natixis33,022$7.73M0.05%−100,935−75.3%Reduced
Ethic Inc.33,150$7.63M0.19%−4,802−12.7%Reduced
Xponance, Inc.32,380$7.58M0.07%+594+1.9%Added
Blair William & Co32,256$7.55M0.02%−1,622−4.8%Reduced
Gateway Investment Advisers LLC32,030$7.50M0.08%+60.0%Added
Mirae Asset Global Investments Co., Ltd.31,751$7.50M0.03%+970+3.2%Added
Olstein Capital Management, L.P.32,000$7.49M1.27%+1,000+3.2%Added
Public Employees Retirement Association of Colorado31,523$7.38M0.03%+30.0%Added
Captrust Financial Advisors31,229$7.31M0.02%+965+3.2%Added
Sienna Gestion31,100$7.26M0.48%+4,476+16.8%Added
Gotham Asset Management, LLC30,673$7.18M0.07%+6,377+26.2%Added
tru Independence LLC30,652$7.18M2.10%−515−1.7%Reduced
Commerzbank Aktiengesellschaft30,621$7.17M0.19%+2,630+9.4%Added
Te Ahumairangi Investment Management Ltd30,127$7.01M1.24%−3,310−9.9%Reduced
JustInvest LLC29,270$6.85M0.11%+3,953+15.6%Added
GWM Advisors LLC28,867$6.76M0.04%+3,992+16.0%Added
Webster Bank, N. A.28,694$6.72M0.71%−1,624−5.4%Reduced
Nissay Asset Management Corp28,620$6.70M0.04%+804+2.9%Added
Patton Albertson Miller Group, LLC28,548$6.68M0.91%−4,360−13.2%Reduced
Dai-Ichi Life Insurance Company, Ltd28,250$6.61M0.17%+485+1.7%Added
Mutual of America Capital Management LLC28,069$6.57M0.07%−807−2.8%Reduced
Koshinski Asset Management, Inc.28,040$6.56M0.57%+28,040New
KWMG, LLC27,956$6.55M0.66%+27,956New
Avantax Advisory Services, Inc.27,081$6.34M0.04%+1,686+6.6%Added
Capital City Trust Co26,737$6.26M1.55%+25+0.1%Added
Palisade Asset Management, LLC26,725$6.26M0.61%+91+0.3%Added
Garland Capital Management Inc26,715$6.25M4.81%−3,300−11.0%Reduced
Patton Fund Management, Inc.25,712$6.02M1.24%+25,712New
Peapack Gladstone Financial Corp25,540$5.98M0.09%−7,545−22.8%Reduced
Investment Management Corp of Ontario25,206$5.90M0.13%+2,400+10.5%Added
Candriam Luxembourg S.C.A.25,123$5.88M0.03%−781−3.0%Reduced
Verdence Capital Advisors LLC24,921$5.83M0.46%+298+1.2%Added
Cambridge Investment Research Advisors, Inc.24,491$5.73M0.02%−1,665−6.4%Reduced
Banco Bilbao Vizcaya Argentaria, S.A.24,404$5.71M0.06%−654−2.6%Reduced
Northwestern Mutual Wealth Management Co24,331$5.70M0.01%+728+3.1%Added
Private Advisor Group, LLC24,071$5.64M0.03%−440−1.8%Reduced
Freestone Capital Holdings, LLC23,924$5.60M0.19%+659+2.8%Added
Chemung Canal Trust Co23,738$5.56M1.12%+1,112+4.9%Added