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 |
|---|---|---|---|---|---|
| Rossmore Private Capital | 13,378 | $3.13M | 0.39% | −70−0.5% | Reduced |
| Quantinno Capital Management LP | 13,232 | $3.10M | 0.04% | +3,422+34.9% | Added |
| Crossmark Global Holdings, Inc. | 13,183 | $3.09M | 0.06% | −1,234−8.6% | Reduced |
| Maryland State Retirement & Pension System | 13,056 | $3.06M | 0.06% | −4,837−27.0% | Reduced |
| Rakuten Investment Management, Inc. | 12,934 | $3.05M | 0.02% | +3,183+32.6% | Added |
| Garner Asset Management Corp | 12,985 | $3.04M | 1.40% | +32+0.2% | Added |
| Carnegie Capital Asset Management, LLC | 12,977 | $3.04M | 0.09% | +77+0.6% | Added |
| Veriti Management LLC | 12,964 | $3.04M | 0.16% | +2,611+25.2% | Added |
| MAI Capital Management | 12,956 | $3.03M | 0.03% | −3,729−22.3% | Reduced |
| Louisiana State Employees Retirement System | 12,800 | $3.00M | 0.06% | −200−1.5% | Reduced |
| Vinva Investment Management Ltd | 12,687 | $3.00M | 0.13% | +815+6.9% | Added |
| William B. Walkup & Associates, Inc. | 12,793 | $3.00M | 1.85% | +12,793 | New |
| Securian Asset Management, Inc | 12,597 | $2.95M | 0.09% | −480−3.7% | Reduced |
| 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 |
| Barrow Hanley Mewhinney & Strauss LLC | 12,483 | $2.92M | 0.01% | 00.0% | Unchanged |
| Worldquant Millennium Advisors LLC | 12,216 | $2.86M | 0.02% | +675+5.8% | Added |
| Delta Financial Advisors LLC | 12,211 | $2.86M | 1.04% | +364+3.1% | Added |
| D.A. Davidson & Co. | 12,162 | $2.85M | 0.02% | −99−0.8% | Reduced |
| Azimuth Capital Investment Management LLC | 12,134 | $2.84M | 0.11% | −325−2.6% | Reduced |
| Savant Capital, LLC | 12,114 | $2.84M | 0.02% | −1,732−12.5% | Reduced |
| Acropolis Investment Management, LLC | 12,048 | $2.82M | 0.17% | −446−3.6% | Reduced |
| Kinneret Advisory, LLC | 12,031 | $2.82M | 0.26% | −158−1.3% | Reduced |
| Financial Advisory Service, Inc. | 12,007 | $2.81M | 0.22% | +578+5.1% | Added |
| Compass Wealth Management LLC | 11,992 | $2.81M | 0.66% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 11,647 | $2.81M | 0.56% | +24+0.2% | Added |
| Icon Wealth Advisors, LLC | 11,976 | $2.80M | 0.23% | −143−1.2% | Reduced |
| Horizon Investments, LLC | 11,969 | $2.80M | 0.07% | −40−0.3% | Reduced |
| Granite Investment Partners, LLC | 11,964 | $2.80M | 0.12% | +11,964 | New |
| Ostrum Asset Management | 11,953 | $2.80M | 0.23% | +5,583+87.6% | Added |
| Federation des caisses Desjardins du Quebec | 11,930 | $2.79M | 0.01% | −40−0.3% | Reduced |
| Siemens Fonds Invest GmbH | 11,851 | $2.77M | 0.22% | +274+2.4% | Added |
| HB Wealth Management, LLC | 11,835 | $2.77M | 0.03% | +401+3.5% | Added |
| Los Angeles Capital Management LLC | 11,677 | $2.73M | 0.01% | −306−2.6% | Reduced |
| IHT Wealth Management, LLC | 11,579 | $2.72M | 0.08% | +4,816+71.2% | Added |
| Burney Co | 11,495 | $2.69M | 0.10% | −743−6.1% | Reduced |
| NewEdge Wealth, LLC | 11,446 | $2.68M | 0.05% | +1,446+14.5% | Added |
| Pinnacle Financial Partners Inc | 11,328 | $2.65M | 0.05% | −433−3.7% | Reduced |
| New Mexico Educational Retirement Board | 11,178 | $2.62M | 0.09% | −300−2.6% | Reduced |
| Metis Global Partners, LLC | 11,146 | $2.61M | 0.08% | −700−5.9% | Reduced |
| Canandaigua National Bank & Trust Co | 11,117 | $2.60M | 0.25% | −1,129−9.2% | Reduced |
| Tower Bridge Advisors | 10,953 | $2.56M | 0.27% | −200−1.8% | Reduced |
| Peddock Capital Advisors, LLC | 10,941 | $2.56M | 0.62% | +282+2.6% | Added |
| Evercore Wealth Management, LLC | 10,905 | $2.55M | 0.04% | +24+0.2% | Added |
| Stephens Inc | 10,876 | $2.55M | 0.04% | −220−2.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 10,740 | $2.51M | 0.97% | −369−3.3% | Reduced |
| Sigma Planning Corp | 10,693 | $2.50M | 0.08% | −167−1.5% | Reduced |
| First National Trust Co | 10,677 | $2.50M | 0.10% | −91−0.8% | Reduced |
| Point72 Europe (London) LLP | 10,600 | $2.48M | 0.21% | −20,600−66.0% | Reduced |
| Exeter Financial, LLC | 10,576 | $2.48M | 1.10% | +19+0.2% | Added |
| Advisory Services Network, LLC | 12,083 | $2.46M | 0.05% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 10,398 | $2.43M | 0.00% | −3,054−22.7% | Reduced |
| Sequoia Financial Advisors, LLC | 10,341 | $2.42M | 0.03% | +3,122+43.2% | Added |
| Greenleaf Trust | 10,314 | $2.41M | 0.02% | +553+5.7% | Added |
| Ballentine Partners, LLC | 10,303 | $2.41M | 0.04% | +5,727+125.2% | Added |
| GSB Wealth Management, LLC | 10,299 | $2.41M | 0.62% | −181−1.7% | Reduced |
| Empowered Funds, LLC | 10,265 | $2.40M | 0.04% | +6,426+167.4% | Added |
| Montag A & Associates Inc | 10,119 | $2.37M | 0.11% | 00.0% | Unchanged |
| White Pine Capital LLC | 10,076 | $2.36M | 0.81% | −50.0% | Reduced |
| Nilsine Partners, LLC | 10,070 | $2.36M | 0.31% | +32+0.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 10,029 | $2.35M | 0.09% | −1,312−11.6% | Reduced |
| Savoie Capital LLC | 10,000 | $2.34M | 0.29% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 9,900 | $2.34M | 0.03% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 9,892 | $2.32M | 0.06% | 00.0% | Unchanged |
| Twin Capital Management Inc | 9,850 | $2.31M | 0.26% | −162−1.6% | Reduced |
| Wesleyan Assurance Society | 9,740 | $2.28M | 0.18% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 9,707 | $2.27M | 0.02% | −335−3.3% | Reduced |
| TownSquare Capital, LLC | 9,676 | $2.27M | 0.03% | +3,332+52.5% | Added |
| Levin Capital Strategies, L.P. | 9,652 | $2.26M | 0.22% | 00.0% | Unchanged |
| Everence Capital Management Inc | 9,613 | $2.25M | 0.14% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 9,586 | $2.24M | 0.14% | 00.0% | Unchanged |
| Weaver Capital Management LLC | 9,540 | $2.23M | 0.67% | −1,650−14.7% | Reduced |
| International Assets Investment Management, LLC | 520,291 | $2.22M | 0.01% | +518,075+23,378.8% | Added |
| Bleakley Financial Group, LLC | 9,388 | $2.20M | 0.07% | −127−1.3% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 9,343 | $2.19M | 1.32% | +603+6.9% | Added |
| Wetherby Asset Management Inc | 9,327 | $2.18M | 0.10% | −212−2.2% | Reduced |
| Arrow Financial Corp | 9,327 | $2.18M | 0.20% | +344+3.8% | Added |
| Bryn Mawr Trust Co | 9,286 | $2.17M | 0.04% | +9,286 | New |
| Oppenheimer & Co Inc | 9,272 | $2.17M | 0.03% | +10.0% | Added |
| Founders Financial Securities LLC | 9,269 | $2.17M | 0.20% | −70−0.7% | Reduced |
| Pinnacle Holdings, LLC | 9,211 | $2.16M | 0.84% | −56−0.6% | Reduced |
| Cornerstone Advisors, LLC | 9,200 | $2.15M | 0.09% | +2,900+46.0% | Added |
| Atlantic Union Bankshares Corp | 9,163 | $2.15M | 0.12% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 9,153 | $2.14M | 0.40% | +9,153 | New |
| Stonegate Investment Group, LLC | 9,032 | $2.11M | 0.06% | 00.0% | Unchanged |
| Harfst & Associates, Inc. | 8,918 | $2.09M | 0.47% | +1,910+27.3% | Added |
| Atlantic Edge Private Wealth Management, LLC | 8,898 | $2.08M | 0.63% | +275+3.2% | Added |
| Vestmark Advisory Solutions, Inc. | 8,781 | $2.06M | 0.08% | +1,244+16.5% | Added |
| Tectonic Advisors LLC | 8,705 | $2.04M | 0.13% | −226−2.5% | Reduced |
| NEOS Investment Management LLC | 8,680 | $2.03M | 0.06% | +1,624+23.0% | Added |
| Cary Street Partner Investment Advisory LLC | 8,675 | $2.03M | 0.07% | −399−4.4% | Reduced |
| First National Advisers, LLC | 8,672 | $2.03M | 0.32% | +487+5.9% | Added |
| Kimelman & Baird, LLC | 8,536 | $2.00M | 0.16% | −179−2.1% | Reduced |
| Bank & Trust Co | 8,513 | $1.99M | 1.62% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 8,511 | $1.99M | 0.09% | +8,511 | New |
| BancorpSouth Bank | 8,474 | $1.98M | 0.14% | +114+1.4% | Added |
| Weiss Asset Management LP | 8,419 | $1.97M | 0.05% | +8,419 | New |
| Jump Financial, LLC | 8,381 | $1.96M | 0.04% | −2,263−21.3% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,376 | $1.96M | 0.06% | −1,626−16.3% | Reduced |
| Argent Advisors, Inc. | 9,555 | $1.95M | 0.73% | +1,752+22.5% | Added |