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
- 1,269
- −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
- 405 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 |
|---|---|---|---|---|---|
| Tobam | 3,771 | $646.0K | 0.04% | +807+27.2% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 3,780 | $647.9K | 0.06% | +950+33.6% | Added |
| Smithfield Trust Co | 3,812 | $654.0K | 0.04% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,818 | $654.4K | 0.07% | +502+15.1% | Added |
| Lindbrook Capital, LLC | 3,822 | $655.1K | 0.08% | +59+1.6% | Added |
| Harbor Capital Advisors, Inc. | 3,835 | $657.4K | 0.19% | +3,835 | New |
| Tradewinds, LLC. | 3,853 | $660.4K | 0.40% | +3,853 | New |
| Bank of Stockton | 3,907 | $669.7K | 0.23% | −75−1.9% | Reduced |
| Beaumont Financial Advisors, LLC | 3,927 | $673.2K | 0.07% | +37+1.0% | Added |
| Davenport & Co LLC | 3,931 | $673.8K | 0.01% | −10,327−72.4% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,939 | $675.0K | 0.08% | 00.0% | Unchanged |
| JB Capital LLC | 3,950 | $677.1K | 0.06% | +12+0.3% | Added |
| Resources Investment Advisors, LLC. | 3,970 | $680.5K | 0.02% | +274+7.4% | Added |
| Mount Yale Investment Advisors, LLC | 3,981 | $682.4K | 0.08% | −2,336−37.0% | Reduced |
| Coldstream Capital Management Inc | 3,992 | $684.3K | 0.02% | +173+4.5% | Added |
| Sterneck Capital Management, LLC | 4,000 | $685.6K | 0.43% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 4,016 | $688.4K | 0.43% | −88−2.1% | Reduced |
| SlateStone Wealth, LLC | 4,019 | $689.0K | 0.14% | +1,299+47.8% | Added |
| FinTrust Capital Advisors, LLC | 3,697 | $693.1K | 0.17% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 4,056 | $695.0K | 0.03% | −209−4.9% | Reduced |
| Sequoia Financial Advisors, LLC | 4,083 | $699.8K | 0.02% | +150+3.8% | Added |
| Forza Wealth Management, LLC | 4,090 | $701.1K | 0.36% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 4,215 | $722.4K | 0.03% | −5−0.1% | Reduced |
| Vectors Research Management, LLC | 4,225 | $724.0K | 0.19% | −100−2.3% | Reduced |
| Banque Cantonale Vaudoise | 4,221 | $724.0K | 0.04% | 00.0% | Unchanged |
| HNP Capital LLC | 4,225 | $724.2K | 0.20% | 00.0% | Unchanged |
| Trust Co of Vermont | 4,237 | $726.3K | 0.05% | −314−6.9% | Reduced |
| Bremer Bank National Association | 4,277 | $733.1K | 0.14% | 00.0% | Unchanged |
| Forum Financial Management, LP | 4,311 | $738.9K | 0.02% | −21−0.5% | Reduced |
| Bridges Investment Management Inc | 4,315 | $739.6K | 0.03% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 4,338 | $743.5K | 0.05% | −241−5.3% | Reduced |
| Providence Wealth Advisors, LLC | 4,128 | $748.5K | 0.55% | −485−10.5% | Reduced |
| Paradigm Asset Management Co LLC | 4,400 | $754.2K | 0.21% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 4,425 | $758.6K | 0.64% | +41+0.9% | Added |
| Lederer & Associates Investment Counsel | 4,453 | $763.0K | 0.59% | −24−0.5% | Reduced |
| Prostatis Group LLC | 4,450 | $763.9K | 0.40% | −26−0.6% | Reduced |
| Journey Advisory Group, LLC | 4,465 | $765.3K | 0.12% | −565−11.2% | Reduced |
| Van Hulzen Asset Management, LLC | 4,492 | $770.0K | 0.07% | +10.0% | Added |
| Advisors Asset Management, Inc. | 4,508 | $772.7K | 0.02% | +3,638+418.2% | Added |
| Investors Asset Management of Georgia Inc | 4,511 | $773.2K | 0.41% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 4,523 | $775.3K | 0.06% | +4,523 | New |
| Pinebridge Investments, L.P. | 4,587 | $786.3K | 0.01% | +4,013+699.1% | Added |
| Stock Yards Bank & Trust Co | 4,595 | $787.0K | 0.03% | +139+3.1% | Added |
| Buckingham Strategic Wealth, LLC | 4,238 | $794.6K | 0.01% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 4,669 | $800.3K | 0.03% | +245+5.5% | Added |
| Snowden Capital Advisors LLC | 4,720 | $809.1K | 0.03% | +2,295+94.6% | Added |
| Busey Wealth Management | 4,748 | $813.9K | 0.03% | +173+3.8% | Added |
| Virtus ETF Advisers LLC | 4,762 | $816.3K | 0.45% | +382+8.7% | Added |
| Cambria Investment Management, L.P. | 4,814 | $825.2K | 0.07% | −3,818−44.2% | Reduced |
| DCM Advisors, LLC | 4,814 | $825.2K | 0.38% | −12−0.2% | Reduced |
| M Holdings Securities, Inc. | 4,855 | $832.0K | 0.09% | −855−15.0% | Reduced |
| Lincoln National Corp | 4,854 | $832.0K | 0.02% | −449−8.5% | Reduced |
| AE Wealth Management LLC | 4,899 | $839.7K | 0.01% | −1,987−28.9% | Reduced |
| Alberta Investment Management Corp | 4,900 | $839.9K | 0.01% | −11,432−70.0% | Reduced |
| Ballentine Partners, LLC | 4,956 | $849.5K | 0.02% | +777+18.6% | Added |
| Hanson & Doremus Investment Management | 4,991 | $856.0K | 0.19% | −955−16.1% | Reduced |
| Bank of Hawaii | 5,019 | $860.3K | 0.05% | −204−3.9% | Reduced |
| Central Trust Co | 5,038 | $863.6K | 0.03% | +232+4.8% | Added |
| Boston Private Wealth LLC | 5,055 | $866.5K | 0.01% | −62−1.2% | Reduced |
| Merit Financial Group, LLC | 5,081 | $871.0K | 0.03% | −14−0.3% | Reduced |
| Harvest Volatility Management LLC | 5,108 | $872.5K | 0.18% | −142−2.7% | Reduced |
| Private Trust Co NA | 5,092 | $872.8K | 0.12% | −1,005−16.5% | Reduced |
| Guyasuta Investment Advisors Inc | 5,112 | $876.2K | 0.07% | 00.0% | Unchanged |
| Asset Allocation & Management Company, LLC | 5,124 | $878.0K | 0.35% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 5,144 | $881.7K | 0.04% | +5,144 | New |
| Rosenbaum Jay D. | 5,181 | $888.1K | 1.63% | +275+5.6% | Added |
| Haverford Trust Co | 5,181 | $888.1K | 0.01% | +381+7.9% | Added |
| Jefferies Financial Group Inc. | 5,199 | $891.2K | 0.02% | −4,747−47.7% | Reduced |
| AMG National Trust Bank | 5,203 | $891.8K | 0.03% | −394−7.0% | Reduced |
| Fiduciary Trust Co | 5,345 | $916.2K | 0.02% | +284+5.6% | Added |
| Simplex Trading, LLC | 5,351 | $917.0K | 0.04% | +5,351 | New |
| Dakota Wealth Management | 5,400 | $925.6K | 0.06% | +35+0.7% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 5,504 | $940.5K | 0.90% | −14−0.3% | Reduced |
| Balentine LLC | 5,492 | $941.4K | 0.03% | −2,030−27.0% | Reduced |
| PEAK6 Investments LLC | 5,557 | $952.5K | 0.06% | +3,497+169.8% | Added |
| Dynamic Advisor Solutions LLC | 5,572 | $955.1K | 0.06% | −592−9.6% | Reduced |
| Vestcor Inc | 5,605 | $961.0K | 0.04% | −25−0.4% | Reduced |
| Focus Financial Network, Inc. | 5,751 | $985.7K | 0.06% | −53−0.9% | Reduced |
| Moors & Cabot, Inc. | 5,757 | $986.8K | 0.07% | +87+1.5% | Added |
| Douglass Winthrop Advisors, LLC | 5,777 | $990.0K | 0.03% | +290+5.3% | Added |
| Roundview Capital LLC | 5,927 | $1.02M | 0.11% | −19−0.3% | Reduced |
| Integrated Wealth Concepts LLC | 5,927 | $1.02M | 0.02% | +2,549+75.5% | Added |
| Aureus Asset Management, LLC | 5,930 | $1.02M | 0.08% | 00.0% | Unchanged |
| Cetera Advisors LLC | 5,933 | $1.02M | 0.02% | −49−0.8% | Reduced |
| NewEdge Wealth, LLC | 5,966 | $1.02M | 0.04% | +4,888+453.4% | Added |
| MB, Levis & Associates, LLC | 5,974 | $1.02M | 0.71% | +40+0.7% | Added |
| Northern Financial Advisors Inc | 6,006 | $1.03M | 0.97% | −229−3.7% | Reduced |
| Tocqueville Asset Management L.P. | 6,050 | $1.04M | 0.02% | +100+1.7% | Added |
| Avalon Trust Co | 6,050 | $1.04M | 0.10% | +6,050 | New |
| AXS Investments LLC | 6,117 | $1.05M | 0.35% | +6,117 | New |
| Elmwood Wealth Management, Inc. | 6,118 | $1.05M | 0.50% | −21−0.3% | Reduced |
| Institute for Wealth Management, LLC. | 6,150 | $1.05M | 0.21% | −35−0.6% | Reduced |
| Bard Financial Services, Inc. | 6,185 | $1.06M | 0.08% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 6,210 | $1.06M | 0.01% | −1,377−18.1% | Reduced |
| Nicholas Hoffman & Company, LLC. | 6,262 | $1.07M | 0.10% | −2,079−24.9% | Reduced |
| Tectonic Advisors LLC | 6,376 | $1.09M | 0.15% | +517+8.8% | Added |
| Cubic Asset Management, LLC | 6,396 | $1.10M | 0.31% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 6,416 | $1.10M | 0.01% | −371−5.5% | Reduced |
| Impax Asset Management Group plc | 6,419 | $1.10M | 0.00% | +460+7.7% | Added |
| Ballast, Inc. | 6,445 | $1.10M | 0.45% | +133+2.1% | Added |