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.
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 | 1,868 | $61.0B |
| Q1 2026 | 1,804 | $52.1B |
| Q4 2025 | 1,779 | $53.8B |
| Q3 2025 | 1,680 | $51.9B |
| Q2 2025 | 1,638 | $50.7B |
| Q1 2025 | 1,644 | $49.8B |
| Q4 2024 | 1,589 | $45.6B |
| Q3 2024 | 1,470 | $44.0B |
| Q2 2024 | 1,414 | $38.8B |
| Q1 2024 | 1,451 | $43.6B |
| Q4 2023 | 1,333 | $36.0B |
| Q3 2023 | 1,259 | $30.5B |
| Q2 2023 | 1,287 | $32.5B |
| Q1 2023 | 1,269 | $32.3B |
| Q4 2022 | 1,303 | $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 |
|---|---|---|---|---|---|
| Osborne Partners Capital Management, LLC | 16,378 | $3.95M | 0.23% | −160−1.0% | Reduced |
| HRT Financial LP | 16,324 | $3.93M | 0.02% | −18,168−52.7% | Reduced |
| Applied Capital LLC | 16,165 | $3.89M | 3.06% | −260−1.6% | Reduced |
| Argent Trust Co | 16,088 | $3.88M | 0.16% | −722−4.3% | Reduced |
| Asset Dedication, LLC | 16,041 | $3.86M | 0.30% | −5,069−24.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 15,915 | $3.83M | 0.04% | +3,392+27.1% | Added |
| Gunderson Capital Management Inc. | 15,846 | $3.82M | 1.88% | +15,846 | New |
| Kentucky Retirement Systems | 15,663 | $3.77M | 0.11% | −216−1.4% | Reduced |
| Romano Brothers and Company | 15,530 | $3.74M | 0.47% | +15+0.1% | Added |
| CFC Planning Co LLC | 15,470 | $3.73M | 3.99% | +15,470 | New |
| RSM US Wealth Management LLC | 15,471 | $3.73M | 0.05% | −269−1.7% | Reduced |
| Shell Asset Management Co | 15,454 | $3.72M | 0.16% | −1,250−7.5% | Reduced |
| Slow Capital, Inc. | 15,385 | $3.71M | 0.52% | −696−4.3% | Reduced |
| Prospera Financial Services Inc | 15,313 | $3.69M | 0.09% | +10,584+223.8% | Added |
| Unison Advisors LLC | 15,307 | $3.69M | 0.44% | +66+0.4% | Added |
| Empire Financial Management Company, LLC | 15,082 | $3.63M | 1.13% | −1,119−6.9% | Reduced |
| Omers Administration Corp | 15,040 | $3.62M | 0.03% | −1,987−11.7% | Reduced |
| ING Groep NV | 14,898 | $3.59M | 0.02% | −1,542−9.4% | Reduced |
| 1st Source Bank | 14,841 | $3.58M | 0.20% | −175−1.2% | Reduced |
| iA Global Asset Management Inc. | 14,806 | $3.57M | 0.06% | +7,060+91.1% | Added |
| Lincoln Capital LLC | 14,669 | $3.53M | 0.74% | −90−0.6% | Reduced |
| Siemens Fonds Invest GmbH | 14,401 | $3.45M | 0.36% | +2,550+21.5% | Added |
| Fulton Bank, N.A. | 14,288 | $3.44M | 0.13% | −985−6.4% | Reduced |
| BKD Wealth Advisors, LLC | 14,158 | $3.41M | 0.08% | −482−3.3% | Reduced |
| Baker Avenue Asset Management, LP | 14,137 | $3.41M | 0.10% | +29+0.2% | Added |
| Kingsview Wealth Management, LLC | 14,074 | $3.39M | 0.07% | +84+0.6% | Added |
| Hartford Investment Management Co | 14,059 | $3.39M | 0.11% | −408−2.8% | Reduced |
| CAPROCK Group, Inc. | 13,946 | $3.36M | 0.11% | +13,946 | New |
| Generali Asset Management SPA SGR | 13,717 | $3.30M | 0.08% | +13,717 | New |
| MAI Capital Management | 13,703 | $3.30M | 0.02% | +747+5.8% | Added |
| HB Wealth Management, LLC | 13,563 | $3.27M | 0.03% | +1,728+14.6% | Added |
| Hancock Whitney Corp | 13,500 | $3.25M | 0.10% | −8−0.1% | Reduced |
| Steel Peak Wealth Management LLC | 13,374 | $3.22M | 0.13% | +8,636+182.3% | Added |
| Rossmore Private Capital | 13,372 | $3.22M | 0.40% | −60.0% | Reduced |
| Eagle Rock Investment Company, LLC | 13,311 | $3.21M | 0.53% | −3,021−18.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 13,309 | $3.21M | 0.02% | +1,379+11.6% | Added |
| Garner Asset Management Corp | 13,231 | $3.17M | 1.47% | +246+1.9% | Added |
| IFP Advisors, Inc | 13,110 | $3.16M | 0.10% | +8,925+213.3% | Added |
| Diversified Trust Co | 13,092 | $3.15M | 0.08% | −2,366−15.3% | Reduced |
| Icon Wealth Advisors, LLC | 13,081 | $3.15M | 0.26% | +1,105+9.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 13,001 | $3.13M | 0.14% | −659−4.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 12,909 | $3.11M | 0.09% | −68−0.5% | Reduced |
| William B. Walkup & Associates, Inc. | 12,743 | $3.07M | 1.94% | −50−0.4% | Reduced |
| Ballentine Partners, LLC | 12,648 | $3.05M | 0.05% | +2,345+22.8% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 12,483 | $3.01M | 0.01% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 12,330 | $2.97M | 0.25% | +323+2.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 12,221 | $2.96M | 0.04% | +4,468+57.6% | Added |
| Savant Capital, LLC | 12,211 | $2.94M | 0.02% | +97+0.8% | Added |
| Maryland State Retirement & Pension System | 12,201 | $2.94M | 0.06% | −855−6.5% | Reduced |
| Louisiana State Employees Retirement System | 12,200 | $2.94M | 0.06% | −600−4.7% | Reduced |
| Securian Asset Management, Inc | 12,183 | $2.93M | 0.09% | −414−3.3% | Reduced |
| Horizon Investments, LLC | 12,174 | $2.93M | 0.08% | +205+1.7% | Added |
| Granite Investment Partners, LLC | 12,154 | $2.93M | 0.13% | +190+1.6% | Added |
| NewEdge Wealth, LLC | 12,033 | $2.90M | 0.05% | +587+5.1% | Added |
| D.A. Davidson & Co. | 12,007 | $2.89M | 0.02% | −155−1.3% | Reduced |
| Globeflex Capital L P | 12,000 | $2.89M | 0.25% | +12,000 | New |
| Man Group plc | 11,995 | $2.89M | 0.01% | −23,706−66.4% | Reduced |
| Compass Wealth Management LLC | 11,992 | $2.89M | 0.70% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 11,948 | $2.88M | 0.17% | −100−0.8% | Reduced |
| Lecap Asset Management Ltd | 11,889 | $2.86M | 0.78% | +11,889 | New |
| Advisory Services Network, LLC | 11,820 | $2.85M | 0.05% | −263−2.2% | Reduced |
| Sequoia Financial Advisors, LLC | 11,787 | $2.84M | 0.03% | +1,446+14.0% | Added |
| Bryn Mawr Trust Co | 11,754 | $2.83M | 0.05% | +2,468+26.6% | Added |
| Burney Co | 11,684 | $2.81M | 0.10% | +189+1.6% | Added |
| Natural Investments, LLC | 11,558 | $2.78M | 0.77% | +11,558 | New |
| Kinneret Advisory, LLC | 11,496 | $2.77M | 0.26% | −535−4.4% | Reduced |
| Ostrum Asset Management | 11,480 | $2.77M | 0.24% | −473−4.0% | Reduced |
| Stephens Inc | 11,375 | $2.74M | 0.04% | +499+4.6% | Added |
| Azimuth Capital Investment Management LLC | 11,204 | $2.70M | 0.10% | −930−7.7% | Reduced |
| NEOS Investment Management LLC | 11,163 | $2.69M | 0.06% | +2,483+28.6% | Added |
| Pinnacle Financial Partners Inc | 11,246 | $2.69M | 0.05% | −82−0.7% | Reduced |
| TownSquare Capital, LLC | 11,127 | $2.68M | 0.03% | +1,451+15.0% | Added |
| Peddock Capital Advisors, LLC | 11,000 | $2.65M | 0.64% | +59+0.5% | Added |
| Evercore Wealth Management, LLC | 10,914 | $2.63M | 0.04% | +9+0.1% | Added |
| Groupama Asset Managment | 10,925 | $2.62M | 0.05% | +4,917+81.8% | Added |
| New Mexico Educational Retirement Board | 10,878 | $2.62M | 0.09% | −300−2.7% | Reduced |
| Tower Bridge Advisors | 10,853 | $2.61M | 0.28% | −100−0.9% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 10,747 | $2.59M | 0.98% | +7+0.1% | Added |
| Metis Global Partners, LLC | 10,735 | $2.59M | 0.08% | −411−3.7% | Reduced |
| Entropy Technologies, LP | 10,702 | $2.58M | 0.27% | +10,702 | New |
| Exeter Financial, LLC | 10,661 | $2.57M | 1.18% | +85+0.8% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 10,591 | $2.55M | 0.19% | +10,591 | New |
| Greenleaf Trust | 10,497 | $2.53M | 0.02% | +183+1.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 10,494 | $2.53M | 0.10% | +465+4.6% | Added |
| Headlands Technologies LLC | 10,347 | $2.49M | 0.25% | +10,347 | New |
| Crossmark Global Holdings, Inc. | 10,287 | $2.48M | 0.05% | −2,896−22.0% | Reduced |
| E. Ohman J:or Asset Management AB | 10,242 | $2.47M | 0.06% | +350+3.5% | Added |
| GSB Wealth Management, LLC | 10,214 | $2.46M | 0.64% | −85−0.8% | Reduced |
| Sigma Planning Corp | 10,191 | $2.45M | 0.08% | −502−4.7% | Reduced |
| Agf Management Ltd | 10,170 | $2.45M | 0.01% | −3,976−28.1% | Reduced |
| Montag A & Associates Inc | 10,119 | $2.44M | 0.12% | 00.0% | Unchanged |
| White Pine Capital LLC | 10,069 | $2.43M | 0.82% | −7−0.1% | Reduced |
| Nilsine Partners, LLC | 10,046 | $2.42M | 0.26% | −24−0.2% | Reduced |
| Erste Asset Management GmbH | 10,000 | $2.41M | 0.03% | +100+1.0% | Added |
| Savoie Capital LLC | 10,000 | $2.41M | 0.29% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 9,982 | $2.40M | 0.24% | −1,135−10.2% | Reduced |
| Park Avenue Securities LLC | 9,978 | $2.40M | 0.02% | +3,180+46.8% | Added |
| Wesleyan Assurance Society | 9,740 | $2.35M | 0.18% | 00.0% | Unchanged |
| Taika Capital, LP | 9,738 | $2.35M | 1.79% | +9,738 | New |
| Congress Wealth Management LLC | 9,736 | $2.35M | 0.03% | −4,472−31.5% | Reduced |