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 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Institutional & Family Asset Management, LLC | 174 | $29.8K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 179 | $30.7K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 180 | $30.9K | 0.02% | +180 | New |
| FNY Investment Advisers, LLC | 182 | $31.0K | 0.04% | +182 | New |
| Oliver Lagore Vanvalin Investment Group | 183 | $31.4K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 185 | $31.7K | 0.01% | 00.0% | Unchanged |
| Marshall Wace, LLP | 200 | $34.3K | 0.00% | −27,662−99.3% | Reduced |
| AM Squared Ltd | 200 | $34.3K | 0.03% | +200 | New |
| Princeton Global Asset Management LLC | 202 | $34.6K | 0.01% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 204 | $35.0K | 0.01% | +4+2.0% | Added |
| Accel Wealth Management | 207 | $35.4K | 0.01% | +1+0.5% | Added |
| Bogart Wealth, LLC | 210 | $36.0K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 210 | $36.0K | 0.00% | +210 | New |
| Gould Capital, LLC | 211 | $36.2K | 0.03% | 00.0% | Unchanged |
| Motco | 214 | $36.7K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 219 | $37.5K | 0.01% | +10+4.8% | Added |
| Edmond de Rothschild Holding S.A. | 221 | $37.9K | 0.00% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 226 | $39.0K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 231 | $39.5K | 0.02% | +1+0.4% | Added |
| CNB Bank | 231 | $39.6K | 0.02% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 233 | $39.9K | 0.00% | −15−6.0% | Reduced |
| Sittner & Nelson, LLC | 233 | $39.9K | 0.02% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 234 | $40.0K | 0.00% | −8−3.3% | Reduced |
| Massmutual Trust Co FSB | 234 | $40.1K | 0.00% | +14+6.4% | Added |
| Atwood & Palmer Inc | 248 | $42.5K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 249 | $42.7K | 0.01% | +43+20.9% | Added |
| Old North State Trust, LLC | 258 | $44.0K | 0.03% | 00.0% | Unchanged |
| Crewe Advisors LLC | 257 | $44.1K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 258 | $44.2K | 0.01% | −21−7.5% | Reduced |
| Piscataqua Savings Bank | 260 | $44.6K | 0.04% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 261 | $44.8K | 0.02% | +261 | New |
| Bourgeon Capital Management LLC | 262 | $44.9K | 0.01% | +1+0.4% | Added |
| Hartford Financial Management Inc. | 278 | $47.7K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 279 | $47.8K | 0.00% | 00.0% | Unchanged |
| Vestor Capital, LLC | 287 | $49.0K | 0.01% | +3+1.1% | Added |
| Rational Advisors LLC | 286 | $49.0K | 0.00% | −7,185−96.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 289 | $49.5K | 0.01% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 309 | $53.0K | 0.02% | −150−32.7% | Reduced |
| Norwood Financial Corp | 310 | $53.1K | 0.08% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 312 | $53.5K | 0.00% | +164+110.8% | Added |
| Atlas Capital Advisors LLC | 315 | $54.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 324 | $55.6K | 0.01% | +1+0.3% | Added |
| RE Dickinson Investment Advisors, LLC | 325 | $56.0K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 327 | $56.1K | 0.01% | +4+1.2% | Added |
| Castleview Partners, LLC | 329 | $56.4K | 0.05% | +329 | New |
| Westside Investment Management, Inc. | 334 | $57.3K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 338 | $57.9K | 0.01% | −4−1.2% | Reduced |
| Central Bank & Trust Co | 340 | $58.3K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 343 | $58.8K | 0.01% | +28+8.9% | Added |
| Financial Perspectives, Inc | 343 | $58.9K | 0.03% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 348 | $59.7K | 0.00% | +50+16.8% | Added |
| Sunbelt Securities, Inc. | 359 | $61.3K | 0.01% | +359 | New |
| CVA Family Office, LLC | 372 | $63.8K | 0.01% | +372 | New |
| Dividend Assets Capital, LLC | 342 | $64.0K | 0.01% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 375 | $64.3K | 0.02% | +375 | New |
| First Financial Corp | 381 | $65.3K | 0.04% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 399 | $68.4K | 0.01% | −1,248−75.8% | Reduced |
| Strategic Investment Solutions, Inc. | 403 | $69.2K | 0.01% | +403 | New |
| American National Bank | 419 | $71.8K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 438 | $75.1K | 0.02% | −40−8.4% | Reduced |
| Clearview Wealth Advisors LLC | 451 | $77.3K | 0.08% | +3+0.7% | Added |
| IFP Advisors, Inc | 906 | $80.0K | 0.00% | −1,437−61.3% | Reduced |
| Endurance Wealth Management, Inc. | 475 | $81.0K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 500 | $85.7K | 0.05% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 508 | $87.1K | 0.06% | −110−17.8% | Reduced |
| Rocky Mountain Advisers, LLC | 515 | $88.0K | 0.05% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 529 | $90.7K | 0.02% | +447+545.1% | Added |
| Baystate Wealth Management LLC | 548 | $94.1K | 0.01% | +1+0.2% | Added |
| Gradient Investments LLC | 561 | $96.1K | 0.00% | +78+16.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 566 | $97.1K | 0.01% | +1+0.2% | Added |
| Valley National Advisers Inc | 550 | $99.0K | 0.02% | 00.0% | Unchanged |
| Bray Capital Advisors | 596 | $102.2K | 0.03% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 597 | $102.3K | 0.04% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 598 | $102.5K | 0.24% | 00.0% | Unchanged |
| City Holding Co | 606 | $103.9K | 0.02% | −30−4.7% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 607 | $104.1K | 0.05% | +22+3.8% | Added |
| Dougherty Wealth Advisers LLC | 628 | $107.6K | 0.16% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 638 | $109.4K | 0.02% | +638 | New |
| Monetary Management Group Inc | 650 | $111.4K | 0.03% | 00.0% | Unchanged |
| Financial Freedom, LLC | 653 | $111.9K | 0.08% | +1+0.2% | Added |
| Ameritas Advisory Services, LLC | 654 | $114.0K | 0.01% | +654 | New |
| Kistler-Tiffany Companies, LLC | 679 | $116.4K | 0.02% | 00.0% | Unchanged |
| Adirondack Trust Co | 680 | $116.6K | 0.06% | 00.0% | Unchanged |
| Alta Advisers Ltd | 700 | $120.0K | 0.07% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 700 | $120.0K | 0.00% | −143−17.0% | Reduced |
| Annapolis Financial Services, LLC | 701 | $120.2K | 0.04% | 00.0% | Unchanged |
| Tompkins Financial Corp | 702 | $120.3K | 0.02% | −150−17.6% | Reduced |
| AlphaCentric Advisors LLC | 720 | $123.4K | 0.09% | −34−4.5% | Reduced |
| Blue Chip Partners, Inc. | 720 | $123.4K | 0.01% | +4+0.6% | Added |
| Glen Eagle Advisors, LLC | 720 | $123.4K | 0.03% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 741 | $127.0K | 0.01% | +65+9.6% | Added |
| Field & Main Bank | 743 | $127.4K | 0.08% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 750 | $128.6K | 0.04% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 777 | $133.2K | 0.01% | +13+1.7% | Added |
| Global Retirement Partners, LLC | 753 | $135.0K | 0.01% | +46+6.5% | Added |
| Global Financial Private Client, LLC | 800 | $137.8K | 0.07% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 808 | $138.5K | 0.12% | −577−41.7% | Reduced |
| Clean Yield Group | 813 | $139.4K | 0.06% | −87−9.7% | Reduced |
| First Community Trust NA | 845 | $144.8K | 0.17% | 00.0% | Unchanged |
| Bangor Savings Bank | 848 | $145.4K | 0.02% | 00.0% | Unchanged |