13F

Stock

Travelers Companies, Inc.

TRV · held by 22 managers

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025

Reported value

$446.4M

Holders

22

+1 new · −0 exited

Holders’ est. mark

$4.15M

Price effect on 16 books still in the name

Largest holder

$345.3M

BARCLAYS PLC

Holder count by quarter

Q1 2015Q2 2015Q3 2015Q4 2015Q1 2016Q2 2016Q3 2016Q4 2016Q1 2017Q2 2017Q3 2017Q4 2017Q1 2018Q2 2018Q3 2018Q4 2018Q1 2019Q2 2019Q3 2019Q4 2019Q1 2020Q2 2020Q3 2020Q4 2020Q1 2021Q2 2021Q3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026

Who holds it

Notable only
InvestorSharesValueEst. markChange
BARCLAYS PLC1.29M$345.3M$3.32MAdded$60.5M
DANSKE BANK A/S181.3K$48.5M$374.1KAdded$16.4M
Swiss Life Asset Management Ltd56.4K$15.1M$123.8KAdded$4.46M
OP Asset Management Ltd48.7K$13M$147.5KAdded$370.1K
FIRST NATIONAL BANK OF OMAHA38.2K$10.2M$117.6KCut−$35.5K
Cresset Asset Management, LLC16.7K$4.46M—Held
Savant Capital, LLC13.2K$3.54M$36.2KAdded$425.2K
ONTARIO TEACHERS PENSION PLAN BOARD4.42K$1.18M—New
Essential Partners LLC3.72K$995K—Held
Roehl & Yi Investment Advisors, LLC3.6K$964.5K$11.1KAdded$790
PEAK6 LLC2.62K$701.3K—Held
INDEPENDENT FINANCIAL GROUP, LLC1.88K$502.2K$5.78KCut−$195.2K
ELEVATION POINT WEALTH PARTNERS, LLC1.86K$497.9K$5.62KAdded$5.88K
NWAM LLC1.71K$454K—Held
Medallion Wealth Advisors, LLC1.31K$350.8K$4.06KAdded$4.06K
Pine Valley Investments Ltd Liability Co780$208.7K$2.4KAdded$2.4K
Prestige Wealth Management Group LLC558$149.3K$961Added$66.8K
Leonteq Securities AG329$88K$1.02KCut−$65.1K
Aventura Private Wealth, LLC266$71.2K$18Added$69.6K
Nalls Sherbakoff Group, LLC120$32.1K$370Added$370
Clark Wealth Partners11$2.94K$34Added$34
Pensionfund Sabic5.9K$1.58K—Held

Positions as of Q2 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.