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 |
|---|---|---|---|---|---|
| Boothbay Fund Management, LLC | 2,695 | $461.9K | 0.01% | +2,695 | New |
| True North Advisors, LLC | 2,696 | $462.1K | 0.14% | −929−25.6% | Reduced |
| Steward Financial Group LLC | 2,701 | $463.0K | 0.15% | +2,701 | New |
| Plimoth Trust Co LLC | 2,706 | $463.8K | 0.14% | −359−11.7% | Reduced |
| Stiles Financial Services Inc | 2,711 | $464.8K | 0.25% | +9+0.3% | Added |
| Courier Capital LLC | 2,718 | $465.9K | 0.05% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 2,721 | $466.4K | 0.04% | +33+1.2% | Added |
| Axxcess Wealth Management, LLC | 2,722 | $466.6K | 0.04% | −27−1.0% | Reduced |
| Northeast Investment Management | 2,732 | $468.3K | 0.03% | 00.0% | Unchanged |
| Choate Investment Advisors | 2,739 | $469.5K | 0.02% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 2,746 | $470.7K | 0.01% | +305+12.5% | Added |
| Foundation Resource Management Inc | 2,765 | $474.0K | 0.08% | 00.0% | Unchanged |
| Sky Investment Group LLC | 2,782 | $476.9K | 0.11% | 00.0% | Unchanged |
| Clarius Group, LLC | 2,788 | $477.9K | 0.04% | +230+9.0% | Added |
| Cozad Asset Management Inc | 2,790 | $478.2K | 0.06% | 00.0% | Unchanged |
| WMS Partners, LLC | 2,799 | $479.7K | 0.04% | +8+0.3% | Added |
| Associated Banc-Corp | 2,799 | $479.8K | 0.02% | +75+2.8% | Added |
| Axq Capital, LP | 2,800 | $479.9K | 0.19% | +2,800 | New |
| Fund Management at Engine No. 1 LLC | 2,803 | $480.5K | 0.10% | +223+8.6% | Added |
| Kingsview Wealth Management, LLC | 2,809 | $481.5K | 0.02% | −123−4.2% | Reduced |
| Bank of New Hampshire | 2,809 | $481.5K | 0.14% | −7−0.2% | Reduced |
| Lido Advisors, LLC | 2,811 | $481.9K | 0.01% | +326+13.1% | Added |
| Searle & Co. | 2,673 | $484.2K | 0.16% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 2,829 | $485.0K | 0.01% | +2,829 | New |
| Karpas Strategies, LLC | 2,840 | $486.8K | 0.17% | 00.0% | Unchanged |
| Oak Associates, Ltd | 2,843 | $487.3K | 0.04% | −604−17.5% | Reduced |
| Prio Wealth Limited Partnership | 2,847 | $488.0K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 2,849 | $488.3K | 0.02% | +767+36.8% | Added |
| Great Diamond Partners, LLC | 2,854 | $489.2K | 0.14% | −107−3.6% | Reduced |
| Aries Wealth Management | 2,858 | $489.9K | 0.20% | 00.0% | Unchanged |
| Cigna Investments Inc | 2,859 | $490.0K | 0.10% | −62−2.1% | Reduced |
| Wedbush Securities Inc | 2,872 | $492.0K | 0.02% | +297+11.5% | Added |
| HighMark Wealth Management LLC | 2,885 | $494.6K | 0.39% | +16+0.6% | Added |
| Clear Harbor Asset Management, LLC | 2,921 | $500.7K | 0.05% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 2,935 | $503.0K | 0.37% | +10.0% | Added |
| Equitable Trust Co | 2,942 | $504.3K | 0.04% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 2,945 | $504.8K | 0.13% | +107+3.8% | Added |
| Quantamental Technologies LLC | 2,969 | $508.9K | 0.27% | +2,969 | New |
| Brighton Jones LLC | 2,991 | $512.7K | 0.03% | −47−1.5% | Reduced |
| Wesbanco Bank Inc | 3,007 | $515.0K | 0.02% | −49−1.6% | Reduced |
| Alera Investment Advisors, LLC | 3,010 | $516.0K | 0.12% | −1,116−27.0% | Reduced |
| SkyOak Wealth, LLC | 3,011 | $516.1K | 0.16% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 3,014 | $516.6K | 0.05% | −41−1.3% | Reduced |
| LMCG Investments, LLC | 3,032 | $519.7K | 0.03% | 00.0% | Unchanged |
| Van Eck Associates Corp | 3,045 | $522.0K | 0.00% | −587−16.2% | Reduced |
| Ameritas Investment Partners, Inc. | 3,056 | $523.8K | 0.02% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 3,073 | $526.8K | 0.30% | +3,073 | New |
| Pitcairn Co | 3,079 | $527.8K | 0.05% | −108−3.4% | Reduced |
| Brave Asset Management Inc | 3,080 | $527.9K | 0.17% | 00.0% | Unchanged |
| Cambridge Trust Co | 3,084 | $528.6K | 0.03% | −317−9.3% | Reduced |
| Retirement Planning Group | 3,102 | $531.7K | 0.06% | +1,067+52.4% | Added |
| Park National Corp | 3,118 | $534.5K | 0.02% | −5−0.2% | Reduced |
| Joel Isaacson & Co., LLC | 3,122 | $535.1K | 0.04% | −326−9.5% | Reduced |
| ICA Group Wealth Management, LLC | 3,130 | $536.5K | 0.13% | −228−6.8% | Reduced |
| JNBA Financial Advisors | 3,158 | $541.3K | 0.07% | −18−0.6% | Reduced |
| CIBC World Markets Inc. | 3,160 | $542.0K | 0.00% | −1,121−26.2% | Reduced |
| Waldron Private Wealth LLC | 3,170 | $543.5K | 0.03% | +237+8.1% | Added |
| Weik Capital Management | 3,188 | $546.0K | 0.25% | −2,337−42.3% | Reduced |
| Great Valley Advisor Group, Inc. | 3,193 | $547.3K | 0.03% | +1,119+54.0% | Added |
| Checchi Capital Advisers, LLC | 3,199 | $548.4K | 0.05% | +68+2.2% | Added |
| Welch & Forbes LLC | 3,218 | $551.6K | 0.01% | −75−2.3% | Reduced |
| Allworth Financial LP | 3,245 | $556.2K | 0.01% | −24−0.7% | Reduced |
| Ar Asset Management Inc | 3,264 | $559.0K | 0.15% | 00.0% | Unchanged |
| Davis R M Inc | 3,303 | $566.0K | 0.01% | 00.0% | Unchanged |
| Camden National Bank | 3,312 | $567.7K | 0.12% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 3,314 | $568.1K | 0.16% | +3,314 | New |
| Wilson & Boucher Capital Management, LLC | 3,388 | $580.7K | 0.56% | −200−5.6% | Reduced |
| MJP Associates Inc | 3,396 | $582.0K | 0.18% | +214+6.7% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 3,400 | $582.8K | 0.08% | +375+12.4% | Added |
| Strategic Advisors LLC | 3,400 | $582.9K | 0.12% | +39+1.2% | Added |
| Valeo Financial Advisors, LLC | 3,401 | $583.0K | 0.03% | −59−1.7% | Reduced |
| Villere St Denis J & Co LLC | 3,433 | $588.5K | 0.04% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 3,461 | $593.3K | 0.06% | +3,461 | New |
| Apollon Wealth Management, LLC | 3,470 | $594.8K | 0.04% | −129−3.6% | Reduced |
| Zions Bancorporation, N.A. | 3,474 | $595.5K | 0.05% | +3,079+779.5% | Added |
| Industrial Alliance Investment Management Inc. | 3,485 | $597.0K | 0.02% | −30,240−89.7% | Reduced |
| Ronald Blue Trust, Inc. | 3,190 | $598.0K | 0.01% | +84+2.7% | Added |
| Exchange Traded Concepts, LLC | 3,499 | $599.8K | 0.02% | −567−13.9% | Reduced |
| Inlet Private Wealth, LLC | 3,500 | $599.9K | 0.16% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 3,520 | $603.4K | 0.22% | −33−0.9% | Reduced |
| Boyd Watterson Asset Management LLC | 3,538 | $606.4K | 0.25% | 00.0% | Unchanged |
| Ci Investments Inc. | 3,540 | $607.0K | 0.00% | −7−0.2% | Reduced |
| Qtron Investments LLC | 3,542 | $607.1K | 0.12% | −530−13.0% | Reduced |
| Ascent Group, LLC | 3,579 | $613.5K | 0.07% | −132−3.6% | Reduced |
| Meeder Advisory Services, Inc. | 3,587 | $614.8K | 0.07% | +603+20.2% | Added |
| Burns J W & Co Inc | 3,587 | $615.0K | 0.10% | −60−1.6% | Reduced |
| Bridgewater Associates, LP | 3,590 | $615.4K | 0.00% | −134,938−97.4% | Reduced |
| Verity & Verity, LLC | 3,615 | $619.6K | 0.08% | −2,500−40.9% | Reduced |
| LVM Capital Management Ltd | 3,633 | $623.0K | 0.09% | −55−1.5% | Reduced |
| Prospera Financial Services Inc | 3,629 | $623.8K | 0.03% | −56−1.5% | Reduced |
| Trust Co of Toledo NA | 3,642 | $624.3K | 0.11% | +8+0.2% | Added |
| Tradition Wealth Management, LLC | 3,661 | $627.0K | 0.08% | +683+22.9% | Added |
| Seven Eight Capital, LP | 3,673 | $629.6K | 0.13% | +3,673 | New |
| Copperwynd Financial, LLC | 3,677 | $630.2K | 0.32% | −26−0.7% | Reduced |
| Glenview Trust Co | 3,708 | $635.6K | 0.02% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 3,724 | $638.3K | 0.08% | −298−7.4% | Reduced |
| Diversified Trust Co | 3,730 | $639.4K | 0.02% | −97−2.5% | Reduced |
| Kanawha Capital Management LLC | 3,752 | $643.1K | 0.06% | −30−0.8% | Reduced |
| Tokio Marine Asset Management Co Ltd | 3,759 | $644.3K | 0.04% | +340+9.9% | Added |
| Beverly Hills Private Wealth, LLC | 3,759 | $644.3K | 0.20% | +1,631+76.6% | Added |