Skip to main content
Livermore
Livermore
ZHEN

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; 1,868 institutions reported holding it in 13F filings for Q2 2026, worth $61.0B in total; Semper Augustus is the only superinvestor holding it.

Q4 2024 vs. Q3 2024

How the institutions holding Travelers Companies, Inc. changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of TRV: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders1,470251,589+144
Shares189.7M628.5K189.6M+559.6K (+0.3%)
Value$44.0B$147.2M$45.6B+$1.75B (+4.0%)

25 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (233)

Institutions that held Travelers Companies, Inc. at the end of Q4 2024 but not at the end of Q3 2024.

Showing the largest 100 of 233 by value.

Institutions new to TRV in Q4 2024
InstitutionSharesValue% of portfolio
Viking Global Investors LPSuperinvestorViking Global Investors671,750$161.8M0.52%
Raymond James Financial Inc575,446$138.6M0.05%
Lansforsakringar Fondforvaltning AB (publ)277,712$66.9M0.37%
Universal- Beteiligungs- und Servicegesellschaft mbH276,017$66.5M0.13%
Woodline Partners LP251,812$60.7M0.41%
Junto Capital Management LP237,549$57.2M1.14%
DJE Kapital AG192,419$46.1M1.08%
BI Asset Management Fondsmaeglerselskab A/S130,235$31.4M0.33%
Adage Capital Partners GP, L.L.C.120,113$28.9M0.05%
Zurich Insurance Group Ltd103,999$25.1M0.20%
Aware Super Pty Ltd as trustee of Aware Super98,883$23.8M0.38%
KLP Kapitalforvaltning AS77,579$18.7M0.09%
Pinebridge Investments, L.P.76,905$18.5M0.14%
Jupiter Asset Management Ltd75,702$18.2M0.18%
Trexquant Investment LP68,621$16.5M0.19%
Mercer Global Advisors Inc66,450$16.0M0.04%
Nearwater Capital Markets, Ltd65,000$15.7M0.45%
Alyeska Investment Group, L.P.50,000$12.0M0.05%
Nomura Holdings Inc48,919$11.8M0.06%
Raiffeisen Bank International AG33,646$8.07M0.12%
Police & Firemen's Retirement System of New Jersey33,228$8.00M0.08%
BNP Paribas0$7.25M0.29%
Fisher Funds Management LTD27,911$6.70M0.16%
Tudor Investment Corp Et Al27,604$6.65M0.07%
Aquatic Capital Management LLC26,836$6.46M0.18%
AustralianSuper Pty Ltd24,519$5.91M0.03%
Groupe la Francaise23,095$5.54M0.14%
R.H. Investment Group, LLC20,211$4.87M4.59%
Avanza Fonder AB19,255$4.64M0.14%
Elevate Capital Advisors, LLC19,209$4.63M4.08%
New Age Alpha Advisors, LLC16,869$4.06M0.16%
Gunderson Capital Management Inc.15,846$3.82M1.88%
CFC Planning Co LLC15,470$3.73M3.99%
CAPROCK Group, Inc.13,946$3.36M0.11%
Generali Asset Management SPA SGR13,717$3.30M0.08%
Globeflex Capital L P12,000$2.89M0.25%
Lecap Asset Management Ltd11,889$2.86M0.78%
Natural Investments, LLC11,558$2.78M0.77%
Entropy Technologies, LP10,702$2.58M0.27%
Lombard Odier Asset Management (Switzerland) SA10,591$2.55M0.19%
Headlands Technologies LLC10,347$2.49M0.25%
Taika Capital, LP9,738$2.35M1.79%
DSG Capital Advisors, LLC9,655$2.33M0.42%
Cornerstone Planning, LLC8,281$1.99M0.76%
Cary Street Partners Financial LLC8,134$1.96M0.06%
Brevan Howard Capital Management LP8,059$1.94M0.05%
Fayez Sarofim & Co7,688$1.85M0.00%
Campbell & CO Investment Adviser LLC7,533$1.81M0.14%
Railway Pension Investments Ltd7,000$1.69M0.02%
Allstate Corp6,981$1.68M0.05%
Paragon Capital Management Inc6,746$1.63M1.27%
Ames National Corp6,537$1.57M1.06%
RFG - Bristol Wealth Advisors, LLC6,231$1.50M0.49%
Ibex Wealth Advisors5,318$1.28M0.15%
Texas Bank & Trust Co4,727$1.14M0.47%
Cubist Systematic Strategies, LLC4,626$1.11M0.02%
Guardian Partners Inc.4,561$1.11M0.11%
Berkeley Capital Partners, LLC4,270$1.03M0.29%
Hussman Strategic Advisors, Inc.4,200$1.01M0.30%
Tradewinds, LLC.4,164$1.00M0.28%
IFC Advisors LLC4,119$992.2K0.22%
Yoffe Investment Management, LLC3,987$960.4K1.43%
1 North Wealth Services LLC3,874$933.2K0.40%
Quantitative Investment Management, LLC3,865$931.0K0.07%
Boston Private Wealth LLC3,751$903.6K0.02%
Roehl & Yi Investment Advisors, LLC3,702$891.8K0.49%
Canada Post Corp Registered Pension Plan3,691$889.1K0.05%
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund3,600$867.2K0.03%
Agate Pass Investment Management, LLC3,575$861.2K0.39%
Minot DeBlois Advisors LLC3,481$838.6K0.77%
MUFG Securities Americas Inc.3,352$807.5K0.10%
Stevens Capital Management LP3,275$789.0K0.32%
Madison Investment Advisors, LLC3,010$725.1K0.01%
LSV Asset Management2,800$674.0K0.00%
Real Talk Capital, LLC2,790$672.0K0.88%
Legacy Financial Group LLC2,606$627.8K0.10%
Fox Run Management, L.L.C.2,566$618.1K0.11%
Finward Bancorp2,500$602.2K0.52%
Wooster Corthell Wealth Management, Inc.2,461$592.8K0.13%
Independent Financial Group, LLC2,285$550.4K0.02%
1620 Investment Advisors, Inc.2,271$547.0K0.41%
Impact Partnership Wealth, LLC2,235$538.3K0.11%
Michael A. Dubis Financial Planning, LLC2,222$535.0K0.52%
Oxford Asset Management LLP2,132$513.6K0.23%
Caisse des Depots Et Consignations2,091$503.7K0.02%
Reliant Investment Partners, LLC2,085$502.3K0.45%
Aigen Investment Management, LP2,081$501.3K0.09%
Bryce Point Capital, LLC2,032$489.5K0.14%
Parr McKnight Wealth Management Group, LLC2,013$484.9K0.07%
Sax Wealth Advisors, LLC1,989$479.2K0.04%
NWF Advisory Services Inc.1,982$477.5K0.07%
Bearing Point Capital, LLC1,935$466.1K0.10%
Sylvest Advisors, LLC1,837$442.5K0.27%
Bridgefront Capital, LLC1,798$433.1K0.15%
Callan Family Office, LLC1,785$430.0K0.03%
CSS LLC1,780$428.8K0.03%
Total Wealth Planning & Management, Inc.1,736$418.2K0.41%
Freestone Grove Partners LP1,730$416.7K0.01%
Severin Investments, LLC1,714$413.0K0.41%
Proficio Capital Partners LLC1,655$398.6K0.03%

Sold out (89)

Institutions that held Travelers Companies, Inc. at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of TRV in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Voloridge Investment Management, LLC142,664$33.4M
Susquehanna Portfolio Strategies, LLC91,845$21.5M
Veriti Management LLC12,964$3.04M
Delta Financial Advisors LLC12,211$2.86M
Accurate Wealth Management, LLC11,647$2.81M
Point72 Europe (London) LLP10,600$2.48M
Kimelman & Baird, LLC8,536$2.00M
Jump Financial, LLC8,381$1.96M
Paloma Partners Management Co6,460$1.51M
Seven Eight Capital, LP6,046$1.42M
Bayesian Capital Management, LP5,931$1.39M
Machina Capital S.A.S.5,665$1.33M
Dynamic Advisor Solutions LLC5,657$1.32M
Advanced Portfolio Management, LLC4,999$1.17M
nVerses Capital, LLC4,200$983.3K
Abner Herrman & Brock LLC4,046$947.0K
DoubleLine ETF Adviser LP3,645$853.4K
Win Advisors, Inc3,499$819.2K
Catalytic Wealth RIA, LLC2,999$702.1K
Cowen and Company, LLC2,741$641.7K
Rinkey Investments2,675$626.3K
Two Sigma Securities, LLC2,659$622.5K
McElhenny Sheffield Capital Management, LLC2,310$540.8K
Summit Trail Advisors, LLC2,305$539.5K
Diversify Advisory Services, LLC2,032$526.7K
Clarity Financial LLC1,945$455.4K
MQS Management LLC1,935$453.0K
Ontario Teachers Pension Plan Board1,729$404.8K
Symphony Financial, Ltd. Co.11,831$399.1K
Eubel Brady & Suttman Asset Management Inc1,615$378.0K
New Century Financial Group, LLC1,592$372.7K
Nebula Research & Development LLC1,568$367.1K
Dark Forest Capital Management LP1,453$340.2K
MBB Public Markets I LLC1,440$337.1K
Peoples Bank1,270$297.3K
Exchange Bank1,223$286.3K
Catalyst Funds Management Pty Ltd1,200$280.9K
Morningstar Investment Services LLC1,091$258.0K
Pinnacle Wealth Planning Services, Inc.1,060$248.2K
Westpac Banking Corp1,047$245.1K
Grantham, Mayo, Van Otterloo & Co. LLC1,032$241.6K
Heritage Oak Wealth Advisors LLC1,029$240.9K
Legacy Advisors, LLC993$232.5K
CPA Asset Management LLC970$227.1K
Winton Group Ltd964$225.7K
CenterStar Asset Management, LLC962$225.3K
Cahill Financial Advisors Inc908$212.6K
Ground Swell Capital, LLC908$212.6K
Main Street Financial Solutions, LLC879$205.9K
Emerald Advisors, LLC775$205.6K
Crestmont Private Wealth LLC878$205.6K
United Asset Strategies, Inc.872$204.2K
Blue Chip Partners, Inc.743$173.9K
USA Financial Portformulas Corp729$170.7K
Alta Advisers Ltd700$163.9K
Capital Performance Advisors LLP509$119.1K
IMA Wealth, Inc.379$88.7K
Reuter James Wealth Management, LLC359$84.0K
Financial Network Wealth Advisors LLC253$59.2K
Wintrust Investments LLC248$58.0K
Jaffetilchin Investment Partners, LLC226$52.9K
Flaharty Asset Management, LLC156$36.5K
Gilliland Jeter Wealth Management LLC143$33.5K
Authentikos Wealth Advisory, LLC112$26.2K
Northwest Financial Advisors110$25.8K
Operose Advisors LLC95$22.2K
Godsey & Gibb Associates90$21.1K
Hobbs Group Advisors, LLC79$18.5K
Cetera Trust Company, N.A68$15.9K
McMahon Financial Advisors, LLC65$15.2K
West Oak Capital, LLC60$14.0K
Copley Financial Group, Inc.57$13.3K
Householder Group Estate & Retirement Specialist, LLC45$10.0K
Twin Tree Management, LP36$8.43K
Strengthening Families & Communities, LLC27$6.29K
Talon Private Wealth, LLC25$5.85K
Reston Wealth Management LLC24$5.62K
McClarren Financial Advisors, Inc.17$4.00K
Redmont Wealth Advisors LLC15$3.51K
Mattson Financial Services, LLC17$3.46K
Chilton Capital Management LLC14$3.28K
Voisard Asset Management Group, Inc.13$3.04K
Proffitt & Goodson Inc12$2.81K
Clear Point Advisors Inc.11$2.55K
IAG Wealth Partners, LLC10$2.34K
Claris Advisors, LLC3$702
Hoey Investments, Inc2$407
Mendota Financial Group, LLC1$235
Dogwood Wealth Management LLC0$7

Not filed for Q4 2024 yet (25)

Institutions that held Travelers Companies, Inc. at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding TRV in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Raymond James & Associates452,048$105.8M
Raymond James Financial Services Advisors, Inc.98,961$23.2M
Raymond James Trust N.A.16,857$3.95M
Rakuten Investment Management, Inc.12,934$3.05M
B. Metzler seel. Sohn & Co. Holding AG12,523$2.93M
SpiderRock Advisors, LLC6,475$1.52M
Banque Cantonale Vaudoise4,676$1.09M
Guardian Capital Advisors LP4,561$1.07M
FinTrust Capital Advisors, LLC3,793$888.1K
Prio Wealth Limited Partnership2,973$696.0K
Verdad Advisers, LP1,744$408.3K
Alpine Bank Wealth Management1,479$346.3K
Naples Money Management LLC1,335$312.6K
Inscription Capital, LLC1,317$308.4K
New Potomac Partners, LLC1,109$259.6K
Kowal Investment Group, LLC992$232.1K
Gateway Advisory, LLC952$222.8K
9258 Wealth Management, LLC948$221.9K
Alera Investment Advisors, LLC898$210.2K
GYL Financial Synergies, LLC873$204.3K
Annapolis Financial Services, LLC747$174.9K
PEAK6 Investments LLC214$50.1K
Planning Capital Management Corp49$11.5K
Carmichael Hill & Associates, Inc.33$7.73K
First Personal Financial Services1$235