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.
| 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 |
|---|---|---|---|---|---|
| Swiss Life Asset Management Ltd | 23,630 | $5.53M | 0.06% | −27,650−53.9% | Reduced |
| Penobscot Investment Management Company, Inc. | 23,586 | $5.52M | 0.50% | +85+0.4% | Added |
| Rockefeller Capital Management L.P. | 23,439 | $5.49M | 0.01% | −2,632−10.1% | Reduced |
| Commerce Bank | 22,971 | $5.38M | 0.03% | −181−0.8% | Reduced |
| Northwest Bancshares, Inc. | 22,703 | $5.32M | 0.91% | +22,703 | New |
| Cullinan Associates Inc | 20,457 | $5.30M | 0.30% | −55,116−72.9% | Reduced |
| Citizens Business Bank | 22,645 | $5.30M | 1.07% | −246−1.1% | Reduced |
| Meyer Handelman Co | 22,400 | $5.24M | 0.18% | −5,000−18.2% | Reduced |
| Bristlecone Advisors, LLC | 22,035 | $5.16M | 0.41% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 21,969 | $5.14M | 0.08% | 00.0% | Unchanged |
| HM Payson & Co | 21,792 | $5.10M | 0.09% | −215−1.0% | Reduced |
| B&L Asset Management LLC | 21,713 | $5.08M | 3.22% | +21,713 | New |
| Whittier Trust Co of Nevada Inc | 21,708 | $5.08M | 0.13% | −60.0% | Reduced |
| Sawyer & Company, Inc | 21,400 | $5.01M | 1.85% | −509−2.3% | Reduced |
| SGL Investment Advisors, Inc. | 19,459 | $4.99M | 2.56% | +19,459 | New |
| J. W. Coons Advisors, LLC | 21,250 | $4.98M | 1.24% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 21,225 | $4.97M | 0.06% | +21,225 | New |
| Asset Dedication, LLC | 21,110 | $4.94M | 0.33% | −3,236−13.3% | Reduced |
| Foster & Motley Inc | 21,006 | $4.92M | 0.31% | −494−2.3% | Reduced |
| Arjuna Capital | 20,945 | $4.90M | 1.27% | +20,945 | New |
| SG Americas Securities, LLC | 20,892 | $4.89M | 0.02% | −75,805−78.4% | Reduced |
| Atria Investments LLC | 20,859 | $4.88M | 0.06% | +20,859 | New |
| Culbertson A N & Co Inc | 20,583 | $4.82M | 0.78% | +343+1.7% | Added |
| MML Investors Services, LLC | 20,565 | $4.82M | 0.02% | +237+1.2% | Added |
| Elo Mutual Pension Insurance Co | 20,214 | $4.73M | 0.10% | +890+4.6% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 20,155 | $4.72M | 0.80% | 00.0% | Unchanged |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $4.71M | 1.58% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 19,966 | $4.67M | 1.41% | −175−0.9% | Reduced |
| Norinchukin Bank, The | 19,875 | $4.65M | 0.11% | +1,778+9.8% | Added |
| Fifth Third Bancorp | 19,849 | $4.65M | 0.02% | +291+1.5% | Added |
| Ferguson Wellman Capital Management, Inc | 19,768 | $4.63M | 0.09% | −20.0% | Reduced |
| Oregon Public Employees Retirement Fund | 19,499 | $4.57M | 0.09% | −190−1.0% | Reduced |
| Liberty One Investment Management, LLC | 19,460 | $4.56M | 0.47% | +983+5.3% | Added |
| CIBC Private Wealth Group, LLC | 19,400 | $4.54M | 0.01% | +310+1.6% | Added |
| Hallmark Capital Management Inc | 19,287 | $4.52M | 0.33% | −416−2.1% | Reduced |
| Beacon Pointe Advisors, LLC | 19,208 | $4.50M | 0.05% | −4,474−18.9% | Reduced |
| RNC Capital Management LLC | 21,997 | $4.47M | 0.25% | 00.0% | Unchanged |
| CX Institutional | 18,996 | $4.45M | 0.20% | +17,604+1,264.7% | Added |
| Milestone Asset Management, LLC | 18,898 | $4.42M | 1.00% | +408+2.2% | Added |
| Achmea Investment Management B.V. | 18,825 | $4.41M | 0.07% | +2,419+14.7% | Added |
| Sheaff Brock Investment Advisors, LLC | 18,488 | $4.33M | 0.38% | −184−1.0% | Reduced |
| Advisors Asset Management, Inc. | 18,403 | $4.31M | 0.08% | −9,725−34.6% | Reduced |
| KCM Investment Advisors LLC | 18,272 | $4.28M | 0.14% | +3,620+24.7% | Added |
| Gulf International Bank (UK) Ltd | 18,269 | $4.28M | 0.11% | −780−4.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 18,219 | $4.27M | 0.04% | −1,287−6.6% | Reduced |
| 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 |
| Leuthold Group, LLC | 17,647 | $4.13M | 0.46% | +17,647 | New |
| Lee Danner & Bass Inc | 17,523 | $4.10M | 0.29% | +27+0.2% | Added |
| Teachers Retirement System of the State of Kentucky | 17,304 | $4.05M | 0.04% | −1,043−5.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 17,114 | $4.01M | 0.01% | −3,329−16.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 17,032 | $3.99M | 0.27% | +480+2.9% | Added |
| Omers Administration Corp | 17,027 | $3.99M | 0.04% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 17,008 | $3.98M | 0.01% | +1,360+8.7% | Added |
| Principle Wealth Partners LLC | 16,995 | $3.98M | 0.28% | +10.0% | Added |
| GLOBALT Investments LLC | 16,991 | $3.98M | 0.15% | −37,411−68.8% | Reduced |
| Virtu Financial LLC | 16,990 | $3.98M | 0.22% | +3,462+25.6% | Added |
| Miracle Mile Advisors, LLC | 16,918 | $3.96M | 0.09% | +181+1.1% | Added |
| Atria Wealth Solutions, Inc. | 16,898 | $3.96M | 0.04% | −1,220−6.7% | Reduced |
| Pacer Advisors, Inc. | 16,887 | $3.95M | 0.01% | −9,327−35.6% | Reduced |
| Raymond James Trust N.A. | 16,857 | $3.95M | 0.09% | +497+3.0% | Added |
| Argent Trust Co | 16,810 | $3.94M | 0.16% | −13−0.1% | Reduced |
| Pinnacle Associates Ltd | 20,581 | $3.92M | 0.07% | −316−1.5% | Reduced |
| Shell Asset Management Co | 16,704 | $3.91M | 0.17% | +16,704 | New |
| Bessemer Group Inc | 16,658 | $3.90M | 0.01% | −9,403−36.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 16,631 | $3.89M | 0.01% | +4,474+36.8% | Added |
| Osborne Partners Capital Management, LLC | 16,538 | $3.87M | 0.22% | 00.0% | Unchanged |
| Andra AP-fonden | 16,500 | $3.86M | 0.06% | +3,600+27.9% | Added |
| ING Groep NV | 16,440 | $3.85M | 0.02% | −11,884−42.0% | Reduced |
| Applied Capital LLC | 16,425 | $3.85M | 3.00% | −67−0.4% | Reduced |
| Wealthfront Advisers LLC | 16,368 | $3.83M | 0.01% | +4,294+35.6% | Added |
| Eagle Rock Investment Company, LLC | 16,332 | $3.82M | 0.64% | −14−0.1% | Reduced |
| Strategic Planning Group, LLC | 16,258 | $3.81M | 0.75% | +981+6.4% | Added |
| Empire Financial Management Company, LLC | 16,201 | $3.79M | 1.17% | +187+1.2% | Added |
| Slow Capital, Inc. | 16,081 | $3.76M | 0.58% | −765−4.5% | Reduced |
| Kentucky Retirement Systems | 15,879 | $3.72M | 0.11% | −1,377−8.0% | Reduced |
| Jefferies Financial Group Inc. | 15,843 | $3.71M | 0.06% | −991−5.9% | Reduced |
| RSM US Wealth Management LLC | 15,740 | $3.70M | 0.05% | +541+3.6% | Added |
| Romano Brothers and Company | 15,515 | $3.63M | 0.45% | +1,500+10.7% | Added |
| Wellington Management Group LLP | 15,473 | $3.62M | 0.00% | −23,334−60.1% | Reduced |
| Diversified Trust Co | 15,458 | $3.62M | 0.09% | −1,769−10.3% | Reduced |
| Fulton Bank, N.A. | 15,273 | $3.58M | 0.14% | −215−1.4% | Reduced |
| Unison Advisors LLC | 15,241 | $3.57M | 0.43% | +76+0.5% | Added |
| UniSuper Management Pty Ltd | 15,116 | $3.54M | 0.03% | +1,764+13.2% | Added |
| Arvest Investments, Inc. | 15,036 | $3.52M | 0.53% | −1,156−7.1% | Reduced |
| 1st Source Bank | 15,016 | $3.52M | 0.20% | −384−2.5% | Reduced |
| Mizuho Securities USA LLC | 14,780 | $3.46M | 0.07% | −2,878−16.3% | Reduced |
| Lincoln Capital LLC | 14,759 | $3.46M | 0.73% | −184−1.2% | Reduced |
| BKD Wealth Advisors, LLC | 14,640 | $3.43M | 0.08% | −71−0.5% | Reduced |
| New Vernon Investment Management LLC | 14,505 | $3.40M | 3.66% | 00.0% | Unchanged |
| Hartford Investment Management Co | 14,467 | $3.39M | 0.11% | −232−1.6% | Reduced |
| Ieq Capital, LLC | 14,411 | $3.37M | 0.04% | +2,300+19.0% | Added |
| Quadrature Capital Ltd | 14,278 | $3.34M | 0.08% | −28,052−66.3% | Reduced |
| Congress Wealth Management LLC | 14,208 | $3.33M | 0.04% | +5,050+55.1% | Added |
| Agf Management Ltd | 14,146 | $3.31M | 0.02% | +3,141+28.5% | Added |
| Baker Avenue Asset Management, LP | 14,108 | $3.30M | 0.10% | +162+1.2% | Added |
| Kingsview Wealth Management, LLC | 13,990 | $3.28M | 0.07% | −8,438−37.6% | Reduced |
| Colony Group, LLC | 13,985 | $3.27M | 0.01% | +3,480+33.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 13,660 | $3.20M | 0.15% | +331+2.5% | Added |
| Hancock Whitney Corp | 13,508 | $3.16M | 0.10% | −1,212−8.2% | Reduced |