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 |
|---|---|---|---|---|---|
| Mechanics Bank Trust Department | 1,930 | $330.8K | 0.06% | 00.0% | Unchanged |
| Marco Investment Management LLC | 1,935 | $331.7K | 0.04% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 1,938 | $332.2K | 0.03% | −75−3.7% | Reduced |
| Evergreen Capital Management LLC | 1,951 | $334.5K | 0.02% | +103+5.6% | Added |
| BLB&B Advisors, LLC | 1,952 | $334.6K | 0.02% | −1−0.1% | Reduced |
| Defined Wealth Management, LLC | 1,954 | $334.9K | 0.31% | 00.0% | Unchanged |
| Destination Wealth Management | 1,958 | $335.6K | 0.01% | +30+1.6% | Added |
| MKT Advisors LLC | 1,972 | $335.9K | 0.25% | +13+0.7% | Added |
| 9258 Wealth Management, LLC | 1,964 | $336.6K | 0.07% | −81−4.0% | Reduced |
| SRB Corp | 1,970 | $337.7K | 0.02% | −554−21.9% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,983 | $339.9K | 0.20% | 00.0% | Unchanged |
| TAP Consulting, LLC | 2,000 | $342.8K | 0.08% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 2,001 | $343.0K | 0.10% | +515+34.7% | Added |
| Carlson Capital Management | 2,008 | $344.2K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 2,009 | $344.4K | 0.05% | −234−10.4% | Reduced |
| Peak Asset Management, LLC | 2,014 | $345.2K | 0.08% | +200+11.0% | Added |
| Stockman Wealth Management, Inc. | 2,018 | $345.9K | 0.08% | +16+0.8% | Added |
| Boston Trust Walden Corp | 2,028 | $347.6K | 0.00% | −300−12.9% | Reduced |
| Johnson Investment Counsel Inc | 2,035 | $348.8K | 0.00% | −25−1.2% | Reduced |
| Glassman Wealth Services | 2,036 | $349.0K | 0.06% | +8+0.4% | Added |
| Opus Capital Group, LLC | 2,053 | $352.0K | 0.06% | +2,053 | New |
| Diligent Investors, LLC | 2,056 | $352.4K | 0.11% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 2,065 | $354.0K | 0.25% | 00.0% | Unchanged |
| Veracity Capital LLC | 2,073 | $355.3K | 0.16% | −324−13.5% | Reduced |
| Graypoint LLC | 2,085 | $357.4K | 0.04% | +759+57.2% | Added |
| Transcend Wealth Collective, LLC | 2,087 | $357.8K | 0.04% | +422+25.3% | Added |
| Wealthspire Advisors, LLC | 2,089 | $358.0K | 0.01% | −218−9.4% | Reduced |
| Level Four Advisory Services, LLC | 2,096 | $359.3K | 0.02% | −41−1.9% | Reduced |
| First Citizens Bank & Trust Co | 2,112 | $362.0K | 0.01% | 00.0% | Unchanged |
| Valley Brook Capital Group | 2,127 | $364.6K | 0.34% | 00.0% | Unchanged |
| Boit C F David | 2,000 | $365.1K | 0.25% | −400−16.7% | Reduced |
| Appleton Partners Inc | 2,141 | $367.0K | 0.03% | 00.0% | Unchanged |
| First National Bank of South Miami | 2,149 | $368.4K | 0.29% | −159−6.9% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 2,153 | $369.1K | 0.01% | −69−3.1% | Reduced |
| Fortis Group Advisors, LLC | 2,039 | $369.4K | 0.11% | +2,039 | New |
| Schechter Investment Advisors, LLC | 2,161 | $370.5K | 0.03% | +132+6.5% | Added |
| Moody Lynn & Lieberson, LLC | 2,167 | $371.4K | 0.03% | −251−10.4% | Reduced |
| Integrated Advisors Network LLC | 2,169 | $371.7K | 0.02% | +66+3.1% | Added |
| Interchange Capital Partners, LLC | 2,175 | $372.8K | 0.20% | +2,175 | New |
| Sound View Wealth Advisors Group, LLC | 2,191 | $375.6K | 0.05% | −556−20.2% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,204 | $376.4K | 0.10% | −30−1.3% | Reduced |
| ForthRight Wealth Management, LLC | 2,214 | $379.5K | 0.17% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 2,217 | $380.0K | 0.05% | 00.0% | Unchanged |
| State of Wyoming | 2,218 | $380.2K | 0.12% | +689+45.1% | Added |
| Williams Jones Wealth Management, LLC. | 2,222 | $380.9K | 0.01% | −126−5.4% | Reduced |
| Oberweis Asset Management Inc | 2,229 | $382.1K | 0.06% | +2+0.1% | Added |
| Two Sigma Securities, LLC | 2,234 | $382.9K | 0.03% | −1,293−36.7% | Reduced |
| WFA Asset Management Corp | 2,256 | $386.7K | 0.24% | +11+0.5% | Added |
| SeaCrest Wealth Management, LLC | 2,262 | $387.7K | 0.05% | +17+0.8% | Added |
| Salvus Wealth Management, LLC | 2,269 | $388.9K | 0.31% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 2,279 | $390.6K | 0.11% | +30+1.3% | Added |
| Sandy Spring Bank | 2,279 | $390.7K | 0.02% | +586+34.6% | Added |
| Edge Capital Group, LLC | 2,286 | $391.8K | 0.02% | −183−7.4% | Reduced |
| First National Corp | 2,286 | $391.8K | 0.09% | −160−6.5% | Reduced |
| InterOcean Capital Group, LLC | 2,288 | $392.2K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 2,305 | $395.2K | 0.06% | −256−10.0% | Reduced |
| City State Bank | 2,316 | $397.0K | 0.23% | −100−4.1% | Reduced |
| River Wealth Advisors LLC | 2,324 | $398.4K | 0.07% | +168+7.8% | Added |
| Modera Wealth Management, LLC | 2,326 | $398.7K | 0.02% | −10−0.4% | Reduced |
| Leavell Investment Management, Inc. | 2,339 | $401.0K | 0.03% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 2,368 | $406.0K | 0.02% | −31−1.3% | Reduced |
| Mendel Money Management | 2,387 | $409.2K | 0.22% | −45−1.9% | Reduced |
| Harbour Capital Advisors, LLC | 2,390 | $409.7K | 0.12% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 2,234 | $410.5K | 0.15% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 2,405 | $412.2K | 0.20% | +692+40.4% | Added |
| TCI Wealth Advisors, Inc. | 2,412 | $413.4K | 0.05% | +21+0.9% | Added |
| Legacy Private Trust Co. | 2,423 | $415.3K | 0.04% | −730−23.2% | Reduced |
| CWA Asset Management Group, LLC | 2,435 | $417.4K | 0.03% | +21+0.9% | Added |
| MQS Management LLC | 2,463 | $422.2K | 0.27% | +2,463 | New |
| Beacon Investment Advisors LLC | 2,463 | $422.2K | 0.31% | +10.0% | Added |
| Campbell & CO Investment Adviser LLC | 2,476 | $424.4K | 0.08% | +2,476 | New |
| Mark Stevens | 2,482 | $425.4K | 0.05% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 2,490 | $426.8K | 0.19% | −5−0.2% | Reduced |
| Alhambra Investment Partners LLC | 2,490 | $426.8K | 0.29% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 2,500 | $428.5K | 0.16% | +2,500 | New |
| Donaldson Capital Management, LLC | 2,508 | $429.9K | 0.02% | −10−0.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 2,507 | $430.0K | 0.00% | −1,289−34.0% | Reduced |
| Summit Global Investments | 2,527 | $433.0K | 0.03% | +162+6.8% | Added |
| Geneos Wealth Management Inc. | 2,527 | $433.2K | 0.03% | −268−9.6% | Reduced |
| Connecticut Wealth Management, LLC | 2,529 | $433.5K | 0.03% | −4,710−65.1% | Reduced |
| Girard Partners Ltd. | 2,532 | $434.0K | 0.05% | −76−2.9% | Reduced |
| Penserra Capital Management LLC | 2,554 | $436.0K | 0.01% | −16,359−86.5% | Reduced |
| Coastal Bridge Advisors, LLC | 2,545 | $436.3K | 0.11% | +5+0.2% | Added |
| First National Bank Sioux Falls | 2,556 | $438.1K | 0.30% | −12−0.5% | Reduced |
| Assetmark, Inc | 2,569 | $440.4K | 0.00% | +400+18.4% | Added |
| Legacy Capital Group California, Inc. | 2,573 | $441.0K | 0.22% | +2,573 | New |
| Lifeworks Advisors, LLC | 2,578 | $441.9K | 0.21% | −1,739−40.3% | Reduced |
| Centaurus Financial, Inc. | 2,581 | $442.0K | 0.04% | −10−0.4% | Reduced |
| IFG Advisory, LLC | 2,579 | $442.2K | 0.04% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 2,592 | $444.3K | 0.08% | −9−0.3% | Reduced |
| Acrisure Capital Management, LLC | 2,602 | $446.0K | 0.45% | +2,602 | New |
| IHT Wealth Management, LLC | 2,613 | $448.0K | 0.03% | +393+17.7% | Added |
| Sugarloaf Wealth Management, LLC | 2,621 | $449.3K | 0.11% | 00.0% | Unchanged |
| Pzena Investment Management LLC | 2,626 | $450.1K | 0.00% | −1,728−39.7% | Reduced |
| DoubleLine ETF Adviser LP | 2,627 | $450.3K | 0.19% | −684−20.7% | Reduced |
| Oak Thistle LLC | 2,631 | $451.0K | 0.27% | +2,631 | New |
| Lewis Capital Management, LLC | 2,650 | $454.2K | 0.68% | −249−8.6% | Reduced |
| Ledyard National Bank | 2,683 | $459.9K | 0.05% | −162−5.7% | Reduced |
| Trust Asset Management LLC | 2,684 | $460.1K | 0.05% | −30−1.1% | Reduced |
| Marcum Wealth, LLC | 2,687 | $460.6K | 0.06% | −276−9.3% | Reduced |