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, Q4 2024
Institutional positions in Travelers Companies, Inc. as of Dec 31, 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
- 1,589
- +144 vs. Q3 2024
- Shares held
- 189.6M
- +559.6K (+0.3%) vs. Q3 2024
- Total value
- $45.6B
- +$1.75B (+4.0%) vs. Q3 2024
- New holders
- 233
- 510 more added
- Sold out
- 89
- 552 more reduced
25 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Travelers Companies, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sigma Planning Corp | 10,191 | $2.45M | 0.08% | −502−4.7% | Reduced |
| GSB Wealth Management, LLC | 10,214 | $2.46M | 0.64% | −85−0.8% | Reduced |
| E. Ohman J:or Asset Management AB | 10,242 | $2.47M | 0.06% | +350+3.5% | Added |
| Crossmark Global Holdings, Inc. | 10,287 | $2.48M | 0.05% | −2,896−22.0% | Reduced |
| Headlands Technologies LLC | 10,347 | $2.49M | 0.25% | +10,347 | New |
| Meiji Yasuda Asset Management Co Ltd. | 10,494 | $2.53M | 0.10% | +465+4.6% | Added |
| Greenleaf Trust | 10,497 | $2.53M | 0.02% | +183+1.8% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 10,591 | $2.55M | 0.19% | +10,591 | New |
| Exeter Financial, LLC | 10,661 | $2.57M | 1.18% | +85+0.8% | Added |
| Entropy Technologies, LP | 10,702 | $2.58M | 0.27% | +10,702 | New |
| Metis Global Partners, LLC | 10,735 | $2.59M | 0.08% | −411−3.7% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 10,747 | $2.59M | 0.98% | +7+0.1% | Added |
| Tower Bridge Advisors | 10,853 | $2.61M | 0.28% | −100−0.9% | Reduced |
| New Mexico Educational Retirement Board | 10,878 | $2.62M | 0.09% | −300−2.7% | Reduced |
| Groupama Asset Managment | 10,925 | $2.62M | 0.05% | +4,917+81.8% | Added |
| Evercore Wealth Management, LLC | 10,914 | $2.63M | 0.04% | +9+0.1% | Added |
| Peddock Capital Advisors, LLC | 11,000 | $2.65M | 0.64% | +59+0.5% | Added |
| TownSquare Capital, LLC | 11,127 | $2.68M | 0.03% | +1,451+15.0% | Added |
| Pinnacle Financial Partners Inc | 11,246 | $2.69M | 0.05% | −82−0.7% | Reduced |
| NEOS Investment Management LLC | 11,163 | $2.69M | 0.06% | +2,483+28.6% | Added |
| Azimuth Capital Investment Management LLC | 11,204 | $2.70M | 0.10% | −930−7.7% | Reduced |
| Stephens Inc | 11,375 | $2.74M | 0.04% | +499+4.6% | Added |
| Ostrum Asset Management | 11,480 | $2.77M | 0.24% | −473−4.0% | Reduced |
| Kinneret Advisory, LLC | 11,496 | $2.77M | 0.26% | −535−4.4% | Reduced |
| Natural Investments, LLC | 11,558 | $2.78M | 0.77% | +11,558 | New |
| Burney Co | 11,684 | $2.81M | 0.10% | +189+1.6% | Added |
| Bryn Mawr Trust Co | 11,754 | $2.83M | 0.05% | +2,468+26.6% | Added |
| Sequoia Financial Advisors, LLC | 11,787 | $2.84M | 0.03% | +1,446+14.0% | Added |
| Advisory Services Network, LLC | 11,820 | $2.85M | 0.05% | −263−2.2% | Reduced |
| Lecap Asset Management Ltd | 11,889 | $2.86M | 0.78% | +11,889 | New |
| Acropolis Investment Management, LLC | 11,948 | $2.88M | 0.17% | −100−0.8% | Reduced |
| Compass Wealth Management LLC | 11,992 | $2.89M | 0.70% | 00.0% | Unchanged |
| Man Group plc | 11,995 | $2.89M | 0.01% | −23,706−66.4% | Reduced |
| Globeflex Capital L P | 12,000 | $2.89M | 0.25% | +12,000 | New |
| D.A. Davidson & Co. | 12,007 | $2.89M | 0.02% | −155−1.3% | Reduced |
| NewEdge Wealth, LLC | 12,033 | $2.90M | 0.05% | +587+5.1% | Added |
| Granite Investment Partners, LLC | 12,154 | $2.93M | 0.13% | +190+1.6% | Added |
| Horizon Investments, LLC | 12,174 | $2.93M | 0.08% | +205+1.7% | Added |
| Securian Asset Management, Inc | 12,183 | $2.93M | 0.09% | −414−3.3% | Reduced |
| Louisiana State Employees Retirement System | 12,200 | $2.94M | 0.06% | −600−4.7% | Reduced |
| Maryland State Retirement & Pension System | 12,201 | $2.94M | 0.06% | −855−6.5% | Reduced |
| Savant Capital, LLC | 12,211 | $2.94M | 0.02% | +97+0.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 12,221 | $2.96M | 0.04% | +4,468+57.6% | Added |
| Financial Advisory Service, Inc. | 12,330 | $2.97M | 0.25% | +323+2.7% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 12,483 | $3.01M | 0.01% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 12,648 | $3.05M | 0.05% | +2,345+22.8% | Added |
| William B. Walkup & Associates, Inc. | 12,743 | $3.07M | 1.94% | −50−0.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 12,909 | $3.11M | 0.09% | −68−0.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 13,001 | $3.13M | 0.14% | −659−4.8% | Reduced |
| Icon Wealth Advisors, LLC | 13,081 | $3.15M | 0.26% | +1,105+9.2% | Added |
| Diversified Trust Co | 13,092 | $3.15M | 0.08% | −2,366−15.3% | Reduced |
| IFP Advisors, Inc | 13,110 | $3.16M | 0.10% | +8,925+213.3% | Added |
| Garner Asset Management Corp | 13,231 | $3.17M | 1.47% | +246+1.9% | Added |
| Federation des caisses Desjardins du Quebec | 13,309 | $3.21M | 0.02% | +1,379+11.6% | Added |
| Eagle Rock Investment Company, LLC | 13,311 | $3.21M | 0.53% | −3,021−18.5% | Reduced |
| Rossmore Private Capital | 13,372 | $3.22M | 0.40% | −60.0% | Reduced |
| Steel Peak Wealth Management LLC | 13,374 | $3.22M | 0.13% | +8,636+182.3% | Added |
| Hancock Whitney Corp | 13,500 | $3.25M | 0.10% | −8−0.1% | Reduced |
| HB Wealth Management, LLC | 13,563 | $3.27M | 0.03% | +1,728+14.6% | Added |
| MAI Capital Management | 13,703 | $3.30M | 0.02% | +747+5.8% | Added |
| Generali Asset Management SPA SGR | 13,717 | $3.30M | 0.08% | +13,717 | New |
| CAPROCK Group, Inc. | 13,946 | $3.36M | 0.11% | +13,946 | New |
| Hartford Investment Management Co | 14,059 | $3.39M | 0.11% | −408−2.8% | Reduced |
| Kingsview Wealth Management, LLC | 14,074 | $3.39M | 0.07% | +84+0.6% | Added |
| Baker Avenue Asset Management, LP | 14,137 | $3.41M | 0.10% | +29+0.2% | Added |
| BKD Wealth Advisors, LLC | 14,158 | $3.41M | 0.08% | −482−3.3% | Reduced |
| Fulton Bank, N.A. | 14,288 | $3.44M | 0.13% | −985−6.4% | Reduced |
| Siemens Fonds Invest GmbH | 14,401 | $3.45M | 0.36% | +2,550+21.5% | Added |
| Lincoln Capital LLC | 14,669 | $3.53M | 0.74% | −90−0.6% | Reduced |
| iA Global Asset Management Inc. | 14,806 | $3.57M | 0.06% | +7,060+91.1% | Added |
| 1st Source Bank | 14,841 | $3.58M | 0.20% | −175−1.2% | Reduced |
| ING Groep NV | 14,898 | $3.59M | 0.02% | −1,542−9.4% | Reduced |
| Omers Administration Corp | 15,040 | $3.62M | 0.03% | −1,987−11.7% | Reduced |
| Empire Financial Management Company, LLC | 15,082 | $3.63M | 1.13% | −1,119−6.9% | Reduced |
| Unison Advisors LLC | 15,307 | $3.69M | 0.44% | +66+0.4% | Added |
| Prospera Financial Services Inc | 15,313 | $3.69M | 0.09% | +10,584+223.8% | Added |
| Slow Capital, Inc. | 15,385 | $3.71M | 0.52% | −696−4.3% | Reduced |
| Shell Asset Management Co | 15,454 | $3.72M | 0.16% | −1,250−7.5% | Reduced |
| RSM US Wealth Management LLC | 15,471 | $3.73M | 0.05% | −269−1.7% | Reduced |
| CFC Planning Co LLC | 15,470 | $3.73M | 3.99% | +15,470 | New |
| Romano Brothers and Company | 15,530 | $3.74M | 0.47% | +15+0.1% | Added |
| Kentucky Retirement Systems | 15,663 | $3.77M | 0.11% | −216−1.4% | Reduced |
| Gunderson Capital Management Inc. | 15,846 | $3.82M | 1.88% | +15,846 | New |
| B. Metzler seel. Sohn & Co. AG | 15,915 | $3.83M | 0.04% | +3,392+27.1% | Added |
| Asset Dedication, LLC | 16,041 | $3.86M | 0.30% | −5,069−24.0% | Reduced |
| Argent Trust Co | 16,088 | $3.88M | 0.16% | −722−4.3% | Reduced |
| Applied Capital LLC | 16,165 | $3.89M | 3.06% | −260−1.6% | Reduced |
| HRT Financial LP | 16,324 | $3.93M | 0.02% | −18,168−52.7% | Reduced |
| Osborne Partners Capital Management, LLC | 16,378 | $3.95M | 0.23% | −160−1.0% | Reduced |
| Bessemer Group Inc | 16,403 | $3.95M | 0.01% | −255−1.5% | Reduced |
| Colony Group, LLC | 16,455 | $3.96M | 0.01% | +2,470+17.7% | Added |
| GLOBALT Investments LLC | 16,743 | $4.03M | 0.15% | −248−1.5% | Reduced |
| Strategic Planning Group, LLC | 16,840 | $4.06M | 0.75% | +582+3.6% | Added |
| New Age Alpha Advisors, LLC | 16,869 | $4.06M | 0.16% | +16,869 | New |
| Principle Wealth Partners LLC | 16,870 | $4.06M | 0.29% | −125−0.7% | Reduced |
| Hallmark Capital Management Inc | 16,894 | $4.07M | 0.30% | −2,393−12.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 16,903 | $4.07M | 0.04% | −401−2.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 16,923 | $4.08M | 0.01% | +292+1.8% | Added |
| Wealthfront Advisers LLC | 16,978 | $4.09M | 0.01% | +610+3.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 17,003 | $4.10M | 0.01% | −111−0.6% | Reduced |