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 |
|---|---|---|---|---|---|
| Eagle Ridge Investment Management | 1,401 | $240.1K | 0.03% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 1,402 | $240.3K | 0.16% | +8+0.6% | Added |
| Spinnaker Trust | 1,405 | $240.8K | 0.02% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 1,411 | $241.9K | 0.02% | +187+15.3% | Added |
| Earnest Partners LLC | 1,413 | $242.2K | 0.00% | 00.0% | Unchanged |
| Stevens Capital Management LP | 1,419 | $243.0K | 0.06% | +1,419 | New |
| Great Waters Wealth Management | 1,361 | $244.2K | 0.05% | +4+0.3% | Added |
| Anchor Investment Management, LLC | 1,425 | $244.3K | 0.03% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,425 | $244.3K | 0.08% | +982+221.7% | Added |
| RMB Capital Management, LLC | 1,431 | $245.3K | 0.01% | +1,431 | New |
| Five Oceans Advisors | 1,435 | $246.0K | 0.16% | −107−6.9% | Reduced |
| Peachtree Investment Partners, LLC | 1,439 | $246.7K | 0.15% | −301−17.3% | Reduced |
| Shelton Capital Management | 1,447 | $248.0K | 0.01% | −67−4.4% | Reduced |
| Golden State Equity Partners | 1,449 | $248.4K | 0.13% | +1,449 | New |
| Tiemann Investment Advisors, LLC | 1,450 | $248.5K | 0.14% | −60−4.0% | Reduced |
| Bryn Mawr Trust Co | 1,452 | $249.0K | 0.01% | −46−3.1% | Reduced |
| Claro Advisors LLC | 1,453 | $249.1K | 0.07% | −199−12.0% | Reduced |
| Schear Investment Advisers, LLC | 1,459 | $250.1K | 0.30% | +86+6.3% | Added |
| Krilogy Financial LLC | 1,467 | $251.5K | 0.02% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 1,469 | $251.8K | 0.02% | −192−11.6% | Reduced |
| Windsor Capital Management, LLC | 1,475 | $252.8K | 0.09% | +2+0.1% | Added |
| Marino, Stram & Associates LLC | 1,483 | $254.2K | 0.08% | +3+0.2% | Added |
| Avantax Planning Partners, Inc. | 1,487 | $254.9K | 0.01% | −107−6.7% | Reduced |
| Thomasville National Bank | 1,490 | $255.4K | 0.03% | −29−1.9% | Reduced |
| Howland Capital Management LLC | 1,494 | $256.1K | 0.02% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 1,495 | $256.3K | 0.12% | 00.0% | Unchanged |
| Wealth Effects LLC | 1,499 | $256.9K | 0.13% | +1+0.1% | Added |
| Sloy Dahl & Holst, LLC | 1,499 | $256.9K | 0.06% | −75−4.8% | Reduced |
| Knightsbridge Asset Management, LLC | 1,500 | $257.0K | 0.04% | −69−4.4% | Reduced |
| Carr Financial Group Corp | 1,517 | $260.0K | 0.11% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 1,517 | $260.0K | 0.05% | +31+2.1% | Added |
| McKinley Carter Wealth Services, Inc. | 1,517 | $260.0K | 0.02% | −140−8.4% | Reduced |
| Eagle Harbor Asset Management Inc | 1,522 | $260.9K | 0.35% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 1,522 | $261.0K | 0.17% | 00.0% | Unchanged |
| NinePointTwo Capital | 1,524 | $261.0K | 0.10% | +1,524 | New |
| Wellington Shields & Co., LLC | 1,524 | $261.2K | 0.06% | −2−0.1% | Reduced |
| Advisors Capital Management, LLC | 1,534 | $263.0K | 0.01% | −20−1.3% | Reduced |
| Heritage Wealth Advisors | 1,548 | $265.3K | 0.01% | −18−1.1% | Reduced |
| D'Orazio & Associates, Inc. | 1,553 | $266.2K | 0.07% | −35−2.2% | Reduced |
| Burke & Herbert Bank & Trust Co | 1,562 | $267.7K | 0.20% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,561 | $268.0K | 0.11% | −20−1.3% | Reduced |
| Csenge Advisory Group | 1,564 | $268.1K | 0.02% | +12+0.8% | Added |
| TrinityPoint Wealth, LLC | 1,567 | $268.7K | 0.06% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 1,572 | $269.5K | 0.08% | +6+0.4% | Added |
| Simmons Bank | 1,573 | $269.6K | 0.02% | −167−9.6% | Reduced |
| Somerville Kurt F | 1,575 | $270.0K | 0.05% | 00.0% | Unchanged |
| Colonial Trust Co | 1,576 | $270.1K | 0.07% | −31−1.9% | Reduced |
| Randolph Co Inc | 1,577 | $270.3K | 0.04% | 00.0% | Unchanged |
| Essex Savings Bank | 1,579 | $270.7K | 0.09% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 1,584 | $271.0K | 0.31% | −167−9.5% | Reduced |
| One River Asset Management, LLC | 1,589 | $271.4K | 0.20% | +1,589 | New |
| Fisher Asset Management, LLC | 1,583 | $271.5K | 0.00% | +328+26.1% | Added |
| Altfest L J & Co Inc | 1,588 | $272.0K | 0.04% | −18−1.1% | Reduced |
| Woodmont Investment Counsel LLC | 1,591 | $272.7K | 0.03% | +1,591 | New |
| Relaxing Retirement Coach | 1,600 | $274.3K | 0.09% | 00.0% | Unchanged |
| Brookstone Capital Management | 1,602 | $274.5K | 0.01% | −239−13.0% | Reduced |
| American Trust | 1,619 | $277.5K | 0.02% | −48−2.9% | Reduced |
| Parkside Financial Bank & Trust | 1,640 | $281.1K | 0.08% | +7+0.4% | Added |
| Aptus Capital Advisors, LLC | 1,641 | $281.3K | 0.01% | −60−3.5% | Reduced |
| D L Carlson Investment Group Inc | 1,652 | $283.0K | 0.06% | −25−1.5% | Reduced |
| Avidian Wealth Solutions, LLC | 1,664 | $285.3K | 0.02% | +1,664 | New |
| Charter Trust Co | 1,666 | $285.6K | 0.02% | 00.0% | Unchanged |
| First Affirmative Financial Network | 1,672 | $286.6K | 0.33% | +21+1.3% | Added |
| Pavion Blue Capital, LLC | 1,688 | $289.3K | 0.18% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 1,700 | $291.0K | 0.03% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 1,704 | $292.1K | 0.24% | −16−0.9% | Reduced |
| Ropes Wealth Advisors LLC | 1,705 | $292.3K | 0.05% | −374−18.0% | Reduced |
| RWM Asset Management, LLC | 1,705 | $292.3K | 0.06% | −234−12.1% | Reduced |
| Sender Co & Partners, Inc. | 1,708 | $292.8K | 1.06% | +1,708 | New |
| Sowell Financial Services LLC | 1,712 | $293.0K | 0.02% | +1,712 | New |
| Smith, Moore & Co. | 1,710 | $293.1K | 0.04% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 1,716 | $294.1K | 0.27% | +1,716 | New |
| Procyon Private Wealth Partners, LLC | 1,724 | $295.6K | 0.05% | +43+2.6% | Added |
| BFSG, LLC | 1,739 | $298.0K | 0.06% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 1,742 | $298.6K | 0.06% | +1,742 | New |
| FFT Wealth Management LLC | 1,754 | $300.7K | 0.04% | +129+7.9% | Added |
| Schmidt P J Investment Management Inc | 1,670 | $301.0K | 0.06% | +20+1.2% | Added |
| Wealth Alliance | 1,765 | $302.5K | 0.05% | +1,765 | New |
| Great Point Wealth Advisors, LLC | 1,775 | $304.2K | 0.10% | 00.0% | Unchanged |
| Advisors Management Group Inc | 1,809 | $310.0K | 0.10% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,811 | $310.4K | 0.03% | −30−1.6% | Reduced |
| Evermay Wealth Management LLC | 1,825 | $312.8K | 0.06% | −225−11.0% | Reduced |
| Clearstead Advisors, LLC | 1,829 | $313.6K | 0.02% | +70+4.0% | Added |
| Stillwater Investment Management, LLC | 1,842 | $315.7K | 0.08% | +1+0.1% | Added |
| Proficio Capital Partners LLC | 1,852 | $317.4K | 0.05% | +147+8.6% | Added |
| Fiduciary Group LLC | 1,866 | $319.9K | 0.04% | +16+0.9% | Added |
| Dana Investment Advisors, Inc. | 1,866 | $319.9K | 0.02% | +1,866 | New |
| Athena Investment Management | 1,868 | $320.2K | 0.23% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 1,869 | $320.4K | 0.07% | −124−6.2% | Reduced |
| Wintrust Investments LLC | 1,873 | $321.0K | 0.04% | +10+0.5% | Added |
| Mountain Pacific Investment Advisers Inc | 1,885 | $323.1K | 0.02% | 00.0% | Unchanged |
| Investors Research Corp | 1,887 | $323.5K | 0.08% | 00.0% | Unchanged |
| South State Corp. | 1,892 | $324.3K | 0.03% | −31−1.6% | Reduced |
| Alpha Cubed Investments, LLC | 1,901 | $325.9K | 0.02% | −39−2.0% | Reduced |
| V-Square Quantitative Management LLC | 1,908 | $327.1K | 0.30% | +1,908 | New |
| Mayfair Advisory Group, LLC | 1,947 | $327.8K | 0.36% | +79+4.2% | Added |
| Whalerock Point Partners, LLC | 1,915 | $328.3K | 0.12% | 00.0% | Unchanged |
| New Potomac Partners, LLC | 1,915 | $328.3K | 0.23% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 1,915 | $328.3K | 0.09% | +468+32.3% | Added |
| Kathmere Capital Management, LLC | 1,928 | $330.5K | 0.05% | −288−13.0% | Reduced |