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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, 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
1,269
−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
405 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: 1,269 institutions
Q1 2021: 1,172 institutionsQ2 2021: 1,138 institutionsQ3 2021: 1,137 institutionsQ4 2021: 1,229 institutionsQ1 2022: 1,277 institutionsQ2 2022: 1,222 institutionsQ3 2022: 1,204 institutionsQ4 2022: 1,303 institutionsQ1 2023: 1,269 institutionsQ2 2023: 1,287 institutionsQ3 2023: 1,259 institutionsQ4 2023: 1,333 institutionsQ1 2024: 1,451 institutionsQ2 2024: 1,414 institutionsQ3 2024: 1,470 institutionsQ4 2024: 1,589 institutionsQ1 2025: 1,644 institutionsQ2 2025: 1,638 institutionsQ3 2025: 1,680 institutionsQ4 2025: 1,779 institutionsQ1 2026: 1,804 institutionsQ2 2026: 1,868 institutions
Value heldQ1 2023: $32.3B
Q1 2021: $31.5BQ2 2021: $31.0BQ3 2021: $31.1BQ4 2021: $31.3BQ1 2022: $36.0BQ2 2022: $33.1BQ3 2022: $29.7BQ4 2022: $36.0BQ1 2023: $32.3BQ2 2023: $32.5BQ3 2023: $30.5BQ4 2023: $36.0BQ1 2024: $43.6BQ2 2024: $38.8BQ3 2024: $44.0BQ4 2024: $45.6BQ1 2025: $49.8BQ2 2025: $50.7BQ3 2025: $51.9BQ4 2025: $53.8BQ1 2026: $52.1BQ2 2026: $61.0B
Institutions holding TRV and their total value by quarter
QuarterHoldersValue
Q2 20261,868$61.0B
Q1 20261,804$52.1B
Q4 20251,779$53.8B
Q3 20251,680$51.9B
Q2 20251,638$50.7B
Q1 20251,644$49.8B
Q4 20241,589$45.6B
Q3 20241,470$44.0B
Q2 20241,414$38.8B
Q1 20241,451$43.6B
Q4 20231,333$36.0B
Q3 20231,259$30.5B
Q2 20231,287$32.5B
Q1 20231,269$32.3B
Q4 20221,303$36.0B
Q3 20221,204$29.7B
Q2 20221,222$33.1B
Q1 20221,277$36.0B
Q4 20211,229$31.3B
Q3 20211,137$31.1B
Q2 20211,138$31.0B
Q1 20211,172$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
InstitutionSharesValue% of portfolioChange in sharesAction
BCJ Capital Management, LLC0$00.00%−2,337−100.0%Sold out
Hilltop Holdings Inc.0$00.00%−2,239−100.0%Sold out
Fortem Financial Group, LLC0$00.00%−2,125−100.0%Sold out
Warther Private Wealth, LLC0$00.00%−2,035−100.0%Sold out
Nwam LLC0$00.00%−1,861−100.0%Sold out
CX Institutional0$00.00%−1,834−100.0%Sold out
Convergence Investment Partners, LLC0$00.00%−1,732−100.0%Sold out
Cobblestone Capital Advisors LLC0$00.00%−1,713−100.0%Sold out
Fukoku Mutual Life Insurance Co0$00.00%−1,580−100.0%Sold out
Linscomb & Williams, Inc.0$00.00%−1,548−100.0%Sold out
Obermeyer Wood Investment Counsel, LLLP0$00.00%−1,500−100.0%Sold out
Crawford Investment Counsel Inc0$00.00%−1,432−100.0%Sold out
Blueprint Investment Partners LLC0$00.00%−1,350−100.0%Sold out
Eudaimonia Partners, LLC0$00.00%−1,345−100.0%Sold out
Hudson Portfolio Management LLC0$00.00%−1,310−100.0%Sold out
Sippican Capital Advisors0$00.00%−1,300−100.0%Sold out
Alps Advisors Inc0$00.00%−1,268−100.0%Sold out
Invictus Private Wealth, LLC0$00.00%−1,252−100.0%Sold out
Cape Cod Five Cents Savings Bank0$00.00%−1,227−100.0%Sold out
Trinity Legacy Partners, LLC0$00.00%−1,220−100.0%Sold out
Family Management Corp0$00.00%−1,209−100.0%Sold out
Anchor Capital Advisors LLC0$00.00%−1,198−100.0%Sold out
Capital Investment Advisors, LLC0$00.00%−1,192−100.0%Sold out
Old Port Advisors0$00.00%−1,172−100.0%Sold out
Wealthcare Advisory Partners LLC0$00.00%−1,171−100.0%Sold out
Wealthspan Partners, LLC0$00.00%−1,165−100.0%Sold out
Trust Investment Advisors0$00.00%−1,164−100.0%Sold out
Patten & Patten Inc0$00.00%−1,162−100.0%Sold out
Foundations Investment Advisors, LLC0$00.00%−1,157−100.0%Sold out
Intercontinental Wealth Advisors, LLC0$00.00%−1,153−100.0%Sold out
EagleClaw Capital Managment, LLC0$00.00%−1,146−100.0%Sold out
Fortitude Advisory Group L.L.C.0$00.00%−1,134−100.0%Sold out
Clarkston Capital Partners, LLC0$00.00%−1,129−100.0%Sold out
Financial Advisors, LLC0$00.00%−1,128−100.0%Sold out
Boston Family Office LLC0$00.00%−1,100−100.0%Sold out
Lodestar Private Asset Management LLC0$00.00%−1,098−100.0%Sold out
SPC Financial, Inc.0$00.00%−1,093−100.0%Sold out
Patton Fund Management, Inc.0$00.00%−1,088−100.0%Sold out
Viewpoint Capital Management LLC0$00.00%−1,086−100.0%Sold out
Pinnacle Wealth Planning Services, Inc.0$00.00%−1,084−100.0%Sold out
First Financial Bank - Trust Division0$00.00%−1,082−100.0%Sold out
Core Wealth Partners LLC0$00.00%−12,227−100.0%Sold out
Granite FO LLC0$00.00%−825−100.0%Sold out
Fortis Capital Advisors, LLC0$00.00%−544−100.0%Sold out
Clear Street Markets LLC0$00.00%−467−100.0%Sold out
IMA Wealth, Inc.0$00.00%−451−100.0%Sold out
MinichMacGregor Wealth Management, LLC0$00.00%−435−100.0%Sold out
DuPont Capital Management Corp0$00.00%−435−100.0%Sold out
Accurate Wealth Management, LLC0$00.00%−361−100.0%Sold out
Madden Securities Corp0$00.00%−340−100.0%Sold out
Harvest Fund Management Co., Ltd0$00.00%−267−100.0%Sold out
Fiduciary Alliance LLC0$00.00%−238−100.0%Sold out
Bellevue Asset Management, LLC0$00.00%−179−100.0%Sold out
One Wealth Advisors, LLC0$00.00%−169−100.0%Sold out
RFP Financial Group LLC0$00.00%−159−100.0%Sold out
Interactive Financial Advisors0$00.00%−158−100.0%Sold out
FWL Investment Management, LLC0$00.00%−150−100.0%Sold out
High Net Worth Advisory Group LLC0$00.00%−117−100.0%Sold out
Leonteq Securities AG0$00.00%−114−100.0%Sold out
Freedom Wealth Alliance, LLC0$00.00%−114−100.0%Sold out
Horizon Bancorp Inc0$00.00%−100−100.0%Sold out
Norway Savings Bank0$00.00%−83−100.0%Sold out
Headlands Technologies LLC0$00.00%−78−100.0%Sold out
Goodwin Investment Advisory0$00.00%−64−100.0%Sold out
First Personal Financial Services0$00.00%−50−100.0%Sold out
Laurel Wealth Planning LLC0$00.00%−42−100.0%Sold out
NewSquare Capital LLC0$00.00%−41−100.0%Sold out
My Personal CFO, LLC0$00.00%−20−100.0%Sold out
Glassy Mountain Advisors, Inc.0$00.00%−18−100.0%Sold out
Pathway Financial Advisers, LLC0$00.00%−15−100.0%Sold out
Arcus Capital Partners, LLC0$00.00%−9−100.0%Sold out
Paragon Wealth Strategies, LLC0$00.00%−9−100.0%Sold out
Old Second National Bank of Aurora0$00.00%−7−100.0%Sold out
Level Financial Advisors, Inc.0$00.00%−3−100.0%Sold out
Creative Capital Management Investments LLC0$00.00%−8−100.0%Sold out
Optimum Investment Advisors0$00.00%−5−100.0%Sold out
Coppell Advisory Solutions LLC0$00.00%−3−100.0%Sold out
Coppell Advisory Solutions Corp.0$00.00%−3−100.0%Sold out
Kraematon Investment Advisors, Inc0$00.00%−1−100.0%Sold out
Iron Horse Wealth Management, LLC0$00.00%−2−100.0%Sold out
Rothschild & Co Asset Management US Inc.––––Not filed
Comerica Bank––––Not filed
Gofen & Glossberg LLC––––Not filed
Alaska Permanent Fund Corp––––Not filed
YorkBridge Wealth Partners, LLC––––Not filed
Canandaigua National Corp––––Not filed
Seeyond––––Not filed
CoreCap Advisors, LLC––––Not filed
Allstate Investment Management Co––––Not filed
Pendal Group Limited––––Not filed
Regent Investment Management LLC––––Not filed
ARGI Investment Services, LLC––––Not filed
Neo Ivy Capital Management––––Not filed
Laurel Wealth Advisors, Inc.––––Not filed
Trustcore Financial Services, LLC––––Not filed
Keystone Financial Group––––Not filed
Alpha Paradigm Partners, LLC––––Not filed
Zeke Capital Advisors, LLC––––Not filed
Bickling Financial Services, Inc.––––Not filed
Fairhaven Wealth Management, LLC––––Not filed