Travelers Companies, Inc.

TRV

Exchange: NYSE
Industry: Fire, Marine & Casualty Insurance
SEC CIK: 0000086312

SEC filings (opens in a new tab)

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 2023

Institutional positions in Travelers Companies, Inc. as of Mar 31, 2023. 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: 1,270; −2 vs. Q4 2022
Shares held: 190.3M; −1.13M (−0.6%) vs. Q4 2022
Total value: $32.3B; −$3.62B (−10.1%) vs. Q4 2022
New holders: 109; 406 more added
Sold out: 111; 494 more reduced

32 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2022: 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.

Institutional holdersQ1 2023: 1,270 institutions

Value heldQ1 2023: $32.3B

Institutions holding TRV and their total value by quarter
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 2023

Shares, value and share of portfolio for each institution holding Travelers Companies, Inc.; share changes are against Q4 2022.

Institutions holding TRV in Q1 2023
Institution	Shares	Value	% of portfolio	Change in shares	Action
Householder Group Estate & Retirement Specialist, LLC	1	$0	0.00%	00.0%	Unchanged
Coston, McIsaac & Partners	3	$0	0.00%	00.0%	Unchanged
Avion Wealth	3	$0	0.00%	+3	New
AllSquare Wealth Management LLC	1	$171	0.00%	00.0%	Unchanged
Cassady Schiller Wealth Management, LLC	1	$171	0.00%	00.0%	Unchanged
Emfo, LLC	1	$172	0.00%	00.0%	Unchanged
Mach-1 Financial Group, Inc.	1,632	$280	0.00%	00.0%	Unchanged
Carolinas Wealth Consulting LLC	2	$343	0.00%	00.0%	Unchanged
Financial Synergies Wealth Advisors, Inc.	3	$515	0.00%	00.0%	Unchanged
25 LLC	3	$548	0.00%	+3	New
Barrett & Company, Inc.	4	$686	0.00%	00.0%	Unchanged
Tanaka Capital Management Inc	6	$1.00K	0.00%	00.0%	Unchanged
Front Row Advisors LLC	6	$1.00K	0.00%	00.0%	Unchanged
Tfo-TDC, LLC	6	$1.03K	0.00%	+3+100.0%	Added
Archer Investment Corp	7	$1.20K	0.00%	00.0%	Unchanged
Delos Wealth Advisors, LLC	7	$1.20K	0.00%	00.0%	Unchanged
TD Capital Management LLC	7	$1.23K	0.00%	00.0%	Unchanged
New England Capital Financial Advisors LLC	10	$1.72K	0.00%	−4−28.6%	Reduced
PFS Partners, LLC	10	$1.72K	0.00%	00.0%	Unchanged
TFC Financial Management	11	$1.89K	0.00%	+4+57.1%	Added
Loomis Sayles & Co L P	11	$2.00K	0.00%	−560−98.1%	Reduced
KB Financial Partners, LLC	12	$2.00K	0.00%	00.0%	Unchanged
Centerpoint Advisors, LLC	9	$2.00K	0.00%	+9	New
SkyView Investment Advisors, LLC	14	$2.00K	0.00%	+14	New
Column Capital Advisors, LLC	12	$2.06K	0.00%	−6−33.3%	Reduced
Concord Wealth Partners	15	$2.57K	0.00%	−21−58.3%	Reduced
Gables Capital Management Inc.	20	$3.43K	0.00%	+20	New
Beacon Capital Management, LLC	22	$3.77K	0.00%	−44−66.7%	Reduced
Milestone Investment Advisors LLC	23	$3.94K	0.00%	+23	New
Country Trust Bank	27	$4.63K	0.00%	00.0%	Unchanged
Tradewinds Capital Management, LLC	27	$4.63K	0.00%	00.0%	Unchanged
Capital Analysts, LLC	27	$5.00K	0.00%	00.0%	Unchanged
JDM Financial Group LLC	30	$5.14K	0.00%	00.0%	Unchanged
Parallax Volatility Advisers, L.P.	30	$5.14K	0.00%	+30	New
Syverson Strege & Co	30	$5.14K	0.00%	+30	New
Cary Street Partners Asset Management LLC	32	$5.49K	0.00%	00.0%	Unchanged
Abound Wealth Management	32	$5.49K	0.00%	+10+45.5%	Added
Horan Securities, Inc.	33	$5.57K	0.00%	00.0%	Unchanged
PayPay Securities Corp	34	$5.83K	0.39%	−15−30.6%	Reduced
Truvestments Capital LLC	34	$5.83K	0.00%	00.0%	Unchanged
Disciplined Investments, LLC	36	$6.17K	0.00%	−4−10.0%	Reduced
Thomas J. Herzfeld Advisors, Inc.	37	$6.34K	0.00%	+37	New
Richard W. Paul & Associates, LLC	44	$7.54K	0.00%	+44	New
Armstrong Advisory Group, Inc	44	$7.54K	0.00%	+44	New
Center for Financial Planning, Inc.	45	$7.71K	0.00%	−41−47.7%	Reduced
Cranbrook Wealth Management, LLC	46	$7.88K	0.00%	00.0%	Unchanged
McClarren Financial Advisors, Inc.	54	$8.00K	0.01%	00.0%	Unchanged
Legend Financial Advisors, Inc.	50	$8.57K	0.01%	−25−33.3%	Reduced
Versant Capital Management, Inc	50	$8.57K	0.00%	00.0%	Unchanged
Rosenberg Matthew Hamilton	50	$8.57K	0.00%	00.0%	Unchanged
Hazlett, Burt & Watson, Inc.	49	$9.00K	0.01%	00.0%	Unchanged
Financial Management Professionals, Inc.	50	$9.00K	0.00%	+17+51.5%	Added
Ogorek Anthony Joseph	60	$10.0K	0.00%	00.0%	Unchanged
North Star Investment Management Corp.	61	$10.5K	0.00%	−7−10.3%	Reduced
Rise Advisors, LLC	61	$10.5K	0.01%	00.0%	Unchanged
Foster Dykema Cabot & Co Inc	66	$11.0K	0.00%	+66	New
Albion Financial Group	66	$11.3K	0.00%	00.0%	Unchanged
Schubert & Co	70	$12.0K	0.01%	−25−26.3%	Reduced
Clear Perspectives Financial Planning, LLC	70	$12.0K	0.01%	00.0%	Unchanged
Arcadia Investment Management Corp	74	$12.7K	0.00%	00.0%	Unchanged
Carmichael Hill & Associates, Inc.	77	$13.2K	0.01%	00.0%	Unchanged
Coastal Capital Group, Inc.	77	$13.2K	0.00%	00.0%	Unchanged
Colonial Trust Advisors	79	$13.5K	0.00%	+3+3.9%	Added
Riverview Trust Co	82	$14.1K	0.01%	00.0%	Unchanged
Toth Financial Advisory Corp	85	$14.6K	0.00%	00.0%	Unchanged
SOA Wealth Advisors, LLC.	91	$15.6K	0.00%	00.0%	Unchanged
Tucker Asset Management LLC	100	$17.1K	0.01%	00.0%	Unchanged
Lansing Street Advisors	100	$17.1K	0.01%	00.0%	Unchanged
WealthPlan Investment Management, LLC	100	$17.1K	0.00%	+100	New
Venturi Wealth Management, LLC	102	$17.5K	0.00%	+102	New
Covestor Ltd	102	$18.0K	0.02%	−5−4.7%	Reduced
Luken Investment Analytics, LLC	106	$18.2K	0.01%	00.0%	Unchanged
Magnolia Capital Management Ltd	108	$19.0K	0.02%	−92−46.0%	Reduced
Lee Financial Co	114	$19.5K	0.00%	−284−71.4%	Reduced
Riggs Asset Managment Co. Inc.	115	$19.7K	0.01%	00.0%	Unchanged
Silicon Valley Capital Partners	116	$19.8K	0.00%	+116	New
Park Place Capital Corp	116	$19.9K	0.01%	+20+20.8%	Added
Wolff Wiese Magana LLC	117	$20.1K	0.02%	00.0%	Unchanged
Nalls Sherbakoff Group, LLC	120	$20.5K	0.02%	+120	New
Baker Avenue Asset Management, LP	120	$20.6K	0.00%	−49−29.0%	Reduced
Capital Advisors, Ltd. LLC	121	$21.0K	0.00%	−243−66.8%	Reduced
Larson Financial Group LLC	124	$21.2K	0.00%	00.0%	Unchanged
West Branch Capital LLC	125	$21.4K	0.01%	00.0%	Unchanged
Sound Income Strategies, LLC	128	$21.9K	0.00%	−5−3.8%	Reduced
MCF Advisors LLC	130	$22.2K	0.00%	+1+0.8%	Added
Sutton Wealth Advisors Inc.	132	$22.6K	0.01%	−1,844−93.3%	Reduced
Raffa Wealth Management, LLC	137	$23.5K	0.01%	00.0%	Unchanged
Laurel Wealth Advisors LLC	138	$23.7K	0.01%	00.0%	Unchanged
BOK Financial Private Wealth, Inc.	139	$23.8K	0.00%	00.0%	Unchanged
Birch Capital Management, LLC	140	$24.0K	0.02%	00.0%	Unchanged
Trust Co	144	$24.7K	0.00%	00.0%	Unchanged
Wellington Shields Capital Management, LLC	150	$25.7K	0.00%	00.0%	Unchanged
Nordwand Advisors, LLC	150	$25.7K	0.00%	+150	New
DT Investment Partners, LLC	144	$26.2K	0.00%	00.0%	Unchanged
US Asset Management LLC	155	$27.0K	0.03%	00.0%	Unchanged
First Command Bank	158	$27.1K	0.00%	00.0%	Unchanged
First Command Financial Services, Inc.	158	$27.1K	0.00%	00.0%	Unchanged
SJS Investment Consulting Inc.	159	$27.3K	0.01%	−18−10.2%	Reduced
Arlington Partners LLC	163	$27.9K	0.00%	+11+7.2%	Added
First PREMIER Bank	170	$29.0K	0.01%	00.0%	Unchanged