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 |
|---|---|---|---|---|---|
| Caldwell Sutter Capital, Inc. | 855 | $146.6K | 0.11% | +855 | New |
| Tilia Fiduciary Partners, Inc. | 856 | $146.8K | 0.14% | −87−9.2% | Reduced |
| Core Alternative Capital | 870 | $149.1K | 0.02% | −636−42.2% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 900 | $152.0K | 0.06% | −2,400−72.7% | Reduced |
| Sageworth Trust Co | 895 | $153.4K | 0.01% | 00.0% | Unchanged |
| Horizons Wealth Management | 896 | $153.6K | 0.11% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 906 | $155.3K | 0.02% | 00.0% | Unchanged |
| Estabrook Capital Management | 910 | $156.0K | 0.03% | −28−3.0% | Reduced |
| Deseret Mutual Benefit Administrators | 914 | $156.7K | 0.06% | −41−4.3% | Reduced |
| Brown Brothers Harriman & Co | 919 | $157.5K | 0.00% | +338+58.2% | Added |
| Focused Wealth Management, Inc | 921 | $157.9K | 0.03% | +384+71.5% | Added |
| Creative Financial Designs Inc | 945 | $162.0K | 0.02% | +2+0.2% | Added |
| Logan Capital Management Inc | 950 | $162.8K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 950 | $162.8K | 0.01% | +203+27.2% | Added |
| Pflug Koory, LLC | 968 | $165.9K | 0.09% | 00.0% | Unchanged |
| United Community Bank | 980 | $168.0K | 0.16% | −16−1.6% | Reduced |
| Pin Oak Investment Advisors Inc | 997 | $171.0K | 0.21% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 999 | $171.2K | 0.02% | +9+0.9% | Added |
| Quent Capital, LLC | 1,035 | $177.3K | 0.03% | +8+0.8% | Added |
| Key Financial Inc | 1,036 | $177.6K | 0.06% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,066 | $182.7K | 0.02% | +124+13.2% | Added |
| Centennial Bank | 1,066 | $182.7K | 0.12% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 1,076 | $184.5K | 0.11% | −38−3.4% | Reduced |
| Vigilant Capital Management, LLC | 1,082 | $185.0K | 0.02% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1,100 | $188.6K | 0.06% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 1,100 | $188.6K | 0.14% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 1,100 | $188.6K | 0.01% | +1,100 | New |
| Washington Trust Co | 1,126 | $193.0K | 0.01% | −31−2.7% | Reduced |
| Farmers & Merchants Investments Inc | 1,128 | $193.3K | 0.01% | +40+3.7% | Added |
| Baxter Bros Inc | 1,171 | $200.7K | 0.03% | 00.0% | Unchanged |
| Geller Advisors LLC | 1,173 | $201.1K | 0.03% | +1,173 | New |
| Sage Rhino Capital LLC | 1,175 | $201.4K | 0.06% | −495−29.6% | Reduced |
| Mascoma Wealth Management LLC | 1,116 | $202.2K | 0.06% | +259+30.2% | Added |
| Advus Financial Partners, LLC | 1,180 | $202.3K | 0.08% | +4+0.3% | Added |
| IVC Wealth Advisors LLC | 1,184 | $202.9K | 0.14% | +2+0.2% | Added |
| Laurion Capital Management LP | 1,187 | $203.5K | 0.01% | +1,187 | New |
| Cornell Pochily Investment Advisors, Inc. | 1,189 | $203.8K | 0.09% | −125−9.5% | Reduced |
| Oakworth Capital, Inc. | 1,195 | $204.8K | 0.02% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 1,198 | $205.3K | 0.00% | +1+0.1% | Added |
| Builder Investment Group Inc | 1,200 | $205.7K | 0.09% | 00.0% | Unchanged |
| Cape Ann Savings Bank | 1,200 | $205.7K | 0.14% | 00.0% | Unchanged |
| Salzhauer Michael | 1,200 | $205.7K | 0.19% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 1,200 | $205.7K | 0.07% | 00.0% | Unchanged |
| Quantbot Technologies LP | 1,200 | $205.7K | 0.01% | +1,200 | New |
| Voya Financial Advisors, Inc. | 1,206 | $206.0K | 0.03% | +122+11.3% | Added |
| Sonora Investment Management Group, LLC | 1,202 | $206.0K | 0.02% | +127+11.8% | Added |
| Change Path, LLC | 1,206 | $207.0K | 0.01% | −9−0.7% | Reduced |
| SFMG, LLC | 1,208 | $207.1K | 0.02% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1,210 | $207.4K | 0.09% | +1,210 | New |
| Moneta Group Investment Advisors LLC | 1,210 | $207.5K | 0.00% | +1,210 | New |
| Wealth Architects, LLC | 1,211 | $207.6K | 0.04% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 1,213 | $207.9K | 0.02% | +1,213 | New |
| Edgestream Partners, L.P. | 1,213 | $207.9K | 0.02% | −302−19.9% | Reduced |
| First National Advisers, LLC | 1,211 | $208.0K | 0.24% | +73+6.4% | Added |
| CRA Financial Services, LLC | 1,215 | $208.3K | 0.06% | 00.0% | Unchanged |
| Laffer Tengler Investments | 1,217 | $208.6K | 0.06% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 1,220 | $209.1K | 0.08% | 00.0% | Unchanged |
| AIA Group Ltd | 1,228 | $210.5K | 0.01% | −160−11.5% | Reduced |
| Liberty Capital Management, Inc. | 1,230 | $210.8K | 0.07% | 00.0% | Unchanged |
| Santori & Peters | 1,236 | $211.9K | 0.11% | 00.0% | Unchanged |
| Inscription Capital, LLC | 1,247 | $213.7K | 0.06% | +6+0.5% | Added |
| Slocum, Gordon & Co LLP | 1,250 | $214.3K | 0.18% | 00.0% | Unchanged |
| AFS Financial Group, LLC | 1,250 | $214.3K | 0.14% | 00.0% | Unchanged |
| PDS Planning, Inc | 1,254 | $214.9K | 0.03% | +1,254 | New |
| Dearborn Partners LLC | 1,261 | $216.2K | 0.01% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 1,265 | $216.9K | 0.01% | +1,265 | New |
| Wade G W & Inc | 1,278 | $219.0K | 0.01% | −293−18.7% | Reduced |
| Caldwell Trust Co | 1,285 | $220.3K | 0.03% | +45+3.6% | Added |
| Live Oak Private Wealth LLC | 1,286 | $220.4K | 0.05% | 00.0% | Unchanged |
| Farmers Trust Co | 1,287 | $220.6K | 0.05% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 1,291 | $221.3K | 0.09% | +177+15.9% | Added |
| Delta Asset Management LLC | 1,296 | $222.1K | 0.02% | −404−23.8% | Reduced |
| Heron Financial Group, LLC | 1,303 | $223.3K | 0.12% | +1,303 | New |
| Van Strum & Towne Inc. | 1,304 | $223.5K | 0.10% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,305 | $223.7K | 0.12% | −260−16.6% | Reduced |
| Warren Averett Asset Management, LLC | 1,306 | $223.9K | 0.01% | +16+1.2% | Added |
| Formidable Asset Management, LLC | 1,304 | $224.0K | 0.05% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 1,311 | $224.7K | 0.05% | −6−0.5% | Reduced |
| Wedgewood Investors Inc | 1,320 | $226.3K | 0.30% | 00.0% | Unchanged |
| Wedmont Private Capital | 1,311 | $226.4K | 0.03% | +162+14.1% | Added |
| Pettee Investors, Inc. | 1,322 | $226.6K | 0.11% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 1,322 | $226.7K | 0.02% | −50−3.6% | Reduced |
| JJJ Advisors Inc. | 1,352 | $227.6K | 0.06% | −107−7.3% | Reduced |
| Delta Financial Group, Inc. | 1,328 | $228.0K | 0.09% | +3+0.2% | Added |
| Legacy Trust | 1,336 | $229.0K | 0.07% | +33+2.5% | Added |
| WSFS Capital Management, LLC | 1,338 | $229.3K | 0.02% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 1,340 | $229.7K | 0.01% | +50+3.9% | Added |
| Renaissance Group LLC | 1,341 | $229.9K | 0.01% | −77−5.4% | Reduced |
| Monument Capital Management | 1,343 | $230.3K | 0.08% | −175−11.5% | Reduced |
| New Hampshire Trust | 1,344 | $230.4K | 0.06% | −257−16.1% | Reduced |
| Chicago Trust Co NA | 1,344 | $230.4K | 0.06% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,354 | $232.0K | 0.02% | +22+1.7% | Added |
| NorthRock Partners, LLC | 1,354 | $232.1K | 0.02% | −118−8.0% | Reduced |
| Manchester Capital Management LLC | 1,360 | $233.1K | 0.03% | +1,360 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 1,366 | $234.0K | 0.00% | −10,228−88.2% | Reduced |
| First Nebraska Trust Co | 1,370 | $234.8K | 0.03% | 00.0% | Unchanged |
| Henrickson Nauta Wealth Advisors, Inc. | 1,373 | $235.3K | 0.17% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 1,382 | $236.9K | 0.01% | +13+0.9% | Added |
| Grove Bank & Trust | 1,387 | $237.7K | 0.05% | +43+3.2% | Added |
| Meridian Wealth Management, LLC | 1,396 | $239.3K | 0.02% | −177−11.3% | Reduced |