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, Q1 2025
Institutional positions in Travelers Companies, Inc. as of Mar 31, 2025. 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
- 1,644
- +82 vs. Q4 2024
- Shares held
- 188.2M
- +72.2K (0.0%) vs. Q4 2024
- Total value
- $49.8B
- +$4.47B (+9.9%) vs. Q4 2024
- New holders
- 179
- 536 more added
- Sold out
- 97
- 620 more reduced
27 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Travelers Companies, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fisher Funds Management LTD | 27,911 | $7.38M | 0.18% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 27,187 | $7.19M | 0.02% | +3,013+12.5% | Added |
| KWMG, LLC | 26,746 | $7.07M | 0.72% | −105−0.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 26,725 | $7.07M | 0.02% | +2,680+11.1% | Added |
| Investment Management Corp of Ontario | 26,685 | $7.06M | 0.14% | +100+0.4% | Added |
| Palisade Asset Management, LLC | 26,458 | $7.00M | 0.72% | −530−2.0% | Reduced |
| Mutual of America Capital Management LLC | 26,368 | $6.97M | 0.08% | −829−3.0% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 25,680 | $6.79M | 0.20% | −1,925−7.0% | Reduced |
| GWM Advisors LLC | 25,613 | $6.77M | 0.04% | −5,964−18.9% | Reduced |
| Groupe la Francaise | 25,716 | $6.76M | 0.14% | +2,621+11.3% | Added |
| Graham Capital Management, L.P. | 25,474 | $6.74M | 0.21% | +25,474 | New |
| Capital City Trust Co | 25,473 | $6.74M | 1.85% | −1,206−4.5% | Reduced |
| Umb Bank N A | 25,307 | $6.69M | 0.11% | −86,957−77.5% | Reduced |
| Commerce Bank | 24,993 | $6.61M | 0.04% | +2,126+9.3% | Added |
| Te Ahumairangi Investment Management Ltd | 24,736 | $6.54M | 1.38% | −1,510−5.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 24,612 | $6.51M | 0.01% | −866−3.4% | Reduced |
| Steel Peak Wealth Management LLC | 24,463 | $6.47M | 0.28% | +11,089+82.9% | Added |
| Freestone Capital Holdings, LLC | 24,446 | $6.46M | 0.24% | +357+1.5% | Added |
| Peapack Gladstone Financial Corp | 24,342 | $6.44M | 0.10% | −660−2.6% | Reduced |
| MML Investors Services, LLC | 24,199 | $6.40M | 0.02% | +2,350+10.8% | Added |
| Campbell & CO Investment Adviser LLC | 24,054 | $6.36M | 0.49% | +16,521+219.3% | Added |
| Gotham Asset Management, LLC | 23,705 | $6.27M | 0.05% | −6,985−22.8% | Reduced |
| Private Advisor Group, LLC | 23,526 | $6.22M | 0.04% | −110−0.5% | Reduced |
| Penobscot Investment Management Company, Inc. | 23,056 | $6.10M | 0.57% | −431−1.8% | Reduced |
| Meyer Handelman Co | 22,400 | $5.92M | 0.21% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 22,052 | $5.83M | 0.15% | +821+3.9% | Added |
| Citizens Business Bank | 22,003 | $5.82M | 1.26% | −9,789−30.8% | Reduced |
| Vinva Investment Management Ltd | 22,223 | $5.82M | 0.24% | +3,963+21.7% | Added |
| Candriam Luxembourg S.C.A. | 21,781 | $5.76M | 0.04% | −3,474−13.8% | Reduced |
| Castellan Group, LLC | 21,651 | $5.73M | 1.60% | +21,651 | New |
| Brevan Howard Capital Management LP | 21,605 | $5.71M | 0.16% | +13,546+168.1% | Added |
| Norinchukin Bank, The | 21,502 | $5.69M | 0.10% | +1,713+8.7% | Added |
| Cullinan Associates Inc | 21,502 | $5.69M | 0.40% | +3,653+20.5% | Added |
| Steward Partners Investment Advisory, LLC | 21,461 | $5.68M | 0.05% | +196+0.9% | Added |
| HM Payson & Co | 21,418 | $5.66M | 0.10% | −152−0.7% | Reduced |
| Verdence Capital Advisors LLC | 21,323 | $5.64M | 0.43% | −3,964−15.7% | Reduced |
| Liberty One Investment Management, LLC | 21,258 | $5.62M | 0.57% | +968+4.8% | Added |
| University of Texas/Texas Am Investment Managment Co | 21,230 | $5.61M | 0.96% | +21,230 | New |
| Garland Capital Management Inc | 21,210 | $5.61M | 5.25% | −3,625−14.6% | Reduced |
| Patton Albertson Miller Group, LLC | 21,155 | $5.59M | 0.83% | −4,796−18.5% | Reduced |
| Bristlecone Advisors, LLC | 20,821 | $5.51M | 0.45% | −1,142−5.2% | Reduced |
| J. W. Coons Advisors, LLC | 20,750 | $5.49M | 1.45% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 20,725 | $5.48M | 0.08% | −86−0.4% | Reduced |
| Culbertson A N & Co Inc | 20,623 | $5.45M | 0.87% | +40+0.2% | Added |
| Rakuten Investment Management, Inc. | 20,731 | $5.43M | 0.02% | +20,731 | New |
| Wealthfront Advisers LLC | 20,284 | $5.36M | 0.01% | +3,306+19.5% | Added |
| Nordea Investment Management AB | 20,250 | $5.36M | 0.01% | −625,400−96.9% | Reduced |
| Beacon Pointe Advisors, LLC | 20,267 | $5.36M | 0.06% | −1,410−6.5% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 20,155 | $5.33M | 0.86% | 00.0% | Unchanged |
| tru Independence LLC | 20,153 | $5.33M | 1.65% | +265+1.3% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $5.32M | 1.68% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 20,008 | $5.29M | 0.08% | +190+1.0% | Added |
| Atria Investments LLC | 19,855 | $5.25M | 0.07% | −289−1.4% | Reduced |
| SGL Investment Advisors, Inc. | 19,388 | $5.25M | 2.71% | −501−2.5% | Reduced |
| Ferguson Wellman Capital Management, Inc | 19,845 | $5.25M | 0.10% | +359+1.8% | Added |
| Foster & Motley Inc | 19,781 | $5.23M | 0.33% | −543−2.7% | Reduced |
| B&L Asset Management LLC | 19,554 | $5.17M | 3.39% | −1,899−8.9% | Reduced |
| Oregon Public Employees Retirement Fund | 19,539 | $5.17M | 0.10% | +110+0.6% | Added |
| Wellington Management Group LLP | 19,480 | $5.15M | 0.00% | +1,551+8.7% | Added |
| Cresset Asset Management, LLC | 19,303 | $5.10M | 0.03% | −1,339−6.5% | Reduced |
| RNC Capital Management LLC | 19,254 | $5.09M | 0.26% | −658−3.3% | Reduced |
| Northwest Bancshares, Inc. | 18,954 | $5.01M | 0.92% | −377−2.0% | Reduced |
| Capital Fund Management S.A. | 18,848 | $4.98M | 0.06% | −57,690−75.4% | Reduced |
| Strategic Planning Group, LLC | 18,834 | $4.98M | 0.97% | +1,994+11.8% | Added |
| Procyon Private Wealth Partners, LLC | 18,718 | $4.95M | 0.30% | +941+5.3% | Added |
| Elevate Capital Advisors, LLC | 18,560 | $4.91M | 4.54% | −649−3.4% | Reduced |
| Arjuna Capital | 18,467 | $4.88M | 1.35% | −1,935−9.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 18,420 | $4.87M | 0.08% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 18,402 | $4.87M | 0.13% | +9,017+96.1% | Added |
| CIBC World Markets Inc. | 18,346 | $4.85M | 0.01% | +15,740+604.0% | Added |
| Brinker Capital Investments, LLC | 18,218 | $4.82M | 0.05% | −440−2.4% | Reduced |
| Orion Portfolio Solutions, LLC | 18,218 | $4.82M | 0.05% | −440−2.4% | Reduced |
| Mizuho Securities USA LLC | 18,154 | $4.80M | 0.10% | −3,362−15.6% | Reduced |
| Railway Pension Investments Ltd | 18,000 | $4.76M | 0.07% | +11,000+157.1% | Added |
| Meridian Investment Counsel Inc. | 17,978 | $4.75M | 1.40% | −200−1.1% | Reduced |
| KCM Investment Advisors LLC | 17,966 | $4.75M | 0.17% | −3,401−15.9% | Reduced |
| UniSuper Management Pty Ltd | 17,904 | $4.73M | 0.04% | +405+2.3% | Added |
| Sheaff Brock Investment Advisors, LLC | 17,875 | $4.73M | 0.43% | −444−2.4% | Reduced |
| Colony Group, LLC | 17,836 | $4.72M | 0.01% | +1,381+8.4% | Added |
| Sawyer & Company, Inc | 17,623 | $4.66M | 1.88% | −1,406−7.4% | Reduced |
| HB Wealth Management, LLC | 17,608 | $4.66M | 0.04% | +4,045+29.8% | Added |
| Teachers Retirement System of the State of Kentucky | 17,537 | $4.64M | 0.04% | +634+3.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 17,525 | $4.63M | 0.05% | +1,610+10.1% | Added |
| Lee Danner & Bass Inc | 17,433 | $4.61M | 0.37% | 00.0% | Unchanged |
| Fifth Third Bancorp | 17,416 | $4.61M | 0.02% | −332−1.9% | Reduced |
| Miracle Mile Advisors, LLC | 17,400 | $4.60M | 0.09% | −63−0.4% | Reduced |
| Gunderson Capital Management Inc. | 17,143 | $4.53M | 2.92% | +1,297+8.2% | Added |
| Patton Fund Management, Inc. | 16,915 | $4.47M | 1.08% | −4,977−22.7% | Reduced |
| CFC Planning Co LLC | 16,813 | $4.45M | 4.86% | +1,343+8.7% | Added |
| Federation des caisses Desjardins du Quebec | 16,788 | $4.44M | 0.02% | +3,479+26.1% | Added |
| GLOBALT Investments LLC | 16,717 | $4.42M | 0.18% | −26−0.2% | Reduced |
| DRW Securities, LLC | 16,666 | $4.41M | 0.37% | +15,205+1,040.7% | Added |
| Avanza Fonder AB | 16,552 | $4.38M | 0.14% | −2,703−14.0% | Reduced |
| Argent Trust Co | 16,546 | $4.38M | 0.18% | +458+2.8% | Added |
| Hallmark Capital Management Inc | 16,481 | $4.36M | 0.33% | −413−2.4% | Reduced |
| Prospera Financial Services Inc | 16,373 | $4.33M | 0.10% | +1,060+6.9% | Added |
| CIBC Private Wealth Group, LLC | 18,302 | $4.33M | 0.01% | −948−4.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 16,249 | $4.30M | 0.01% | +10,347+175.3% | Added |
| Leuthold Group, LLC | 16,122 | $4.26M | 0.55% | −903−5.3% | Reduced |
| Applied Capital LLC | 16,099 | $4.26M | 3.42% | −66−0.4% | Reduced |