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; 1,868 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 | 1,868 | $61.0B |
| Q1 2026 | 1,804 | $52.1B |
| Q4 2025 | 1,779 | $53.8B |
| Q3 2025 | 1,680 | $51.9B |
| Q2 2025 | 1,638 | $50.7B |
| Q1 2025 | 1,644 | $49.8B |
| Q4 2024 | 1,589 | $45.6B |
| Q3 2024 | 1,470 | $44.0B |
| Q2 2024 | 1,414 | $38.8B |
| Q1 2024 | 1,451 | $43.6B |
| Q4 2023 | 1,333 | $36.0B |
| Q3 2023 | 1,259 | $30.5B |
| Q2 2023 | 1,287 | $32.5B |
| Q1 2023 | 1,269 | $32.3B |
| Q4 2022 | 1,303 | $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 |
|---|---|---|---|---|---|
| Sowell Financial Services LLC | 1,712 | $293.0K | 0.02% | +1,712 | New |
| Sender Co & Partners, Inc. | 1,708 | $292.8K | 1.06% | +1,708 | New |
| RWM Asset Management, LLC | 1,705 | $292.3K | 0.06% | −234−12.1% | Reduced |
| Ropes Wealth Advisors LLC | 1,705 | $292.3K | 0.05% | −374−18.0% | Reduced |
| Basepoint Wealth LLC | 1,704 | $292.1K | 0.24% | −16−0.9% | Reduced |
| Neville Rodie & Shaw Inc | 1,700 | $291.0K | 0.03% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 1,688 | $289.3K | 0.18% | 00.0% | Unchanged |
| First Affirmative Financial Network | 1,672 | $286.6K | 0.33% | +21+1.3% | Added |
| Charter Trust Co | 1,666 | $285.6K | 0.02% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 1,664 | $285.3K | 0.02% | +1,664 | New |
| D L Carlson Investment Group Inc | 1,652 | $283.0K | 0.06% | −25−1.5% | Reduced |
| Aptus Capital Advisors, LLC | 1,641 | $281.3K | 0.01% | −60−3.5% | Reduced |
| Parkside Financial Bank & Trust | 1,640 | $281.1K | 0.08% | +7+0.4% | Added |
| American Trust | 1,619 | $277.5K | 0.02% | −48−2.9% | Reduced |
| Brookstone Capital Management | 1,602 | $274.5K | 0.01% | −239−13.0% | Reduced |
| Relaxing Retirement Coach | 1,600 | $274.3K | 0.09% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 1,591 | $272.7K | 0.03% | +1,591 | New |
| Altfest L J & Co Inc | 1,588 | $272.0K | 0.04% | −18−1.1% | Reduced |
| Fisher Asset Management, LLC | 1,583 | $271.5K | 0.00% | +328+26.1% | Added |
| One River Asset Management, LLC | 1,589 | $271.4K | 0.20% | +1,589 | New |
| Evergreen Wealth Solutions, LLC | 1,584 | $271.0K | 0.31% | −167−9.5% | Reduced |
| Essex Savings Bank | 1,579 | $270.7K | 0.09% | 00.0% | Unchanged |
| Randolph Co Inc | 1,577 | $270.3K | 0.04% | 00.0% | Unchanged |
| Colonial Trust Co | 1,576 | $270.1K | 0.07% | −31−1.9% | Reduced |
| Somerville Kurt F | 1,575 | $270.0K | 0.05% | 00.0% | Unchanged |
| Simmons Bank | 1,573 | $269.6K | 0.02% | −167−9.6% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 1,572 | $269.5K | 0.08% | +6+0.4% | Added |
| TrinityPoint Wealth, LLC | 1,567 | $268.7K | 0.06% | 00.0% | Unchanged |
| Csenge Advisory Group | 1,564 | $268.1K | 0.02% | +12+0.8% | Added |
| Sentry Investment Management LLC | 1,561 | $268.0K | 0.11% | −20−1.3% | Reduced |
| Burke & Herbert Bank & Trust Co | 1,562 | $267.7K | 0.20% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 1,553 | $266.2K | 0.07% | −35−2.2% | Reduced |
| Heritage Wealth Advisors | 1,548 | $265.3K | 0.01% | −18−1.1% | Reduced |
| Advisors Capital Management, LLC | 1,534 | $263.0K | 0.01% | −20−1.3% | Reduced |
| Wellington Shields & Co., LLC | 1,524 | $261.2K | 0.06% | −2−0.1% | Reduced |
| Aspen Investment Management Inc | 1,522 | $261.0K | 0.17% | 00.0% | Unchanged |
| NinePointTwo Capital | 1,524 | $261.0K | 0.10% | +1,524 | New |
| Eagle Harbor Asset Management Inc | 1,522 | $260.9K | 0.35% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 1,517 | $260.0K | 0.02% | −140−8.4% | 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 |
| Knightsbridge Asset Management, LLC | 1,500 | $257.0K | 0.04% | −69−4.4% | Reduced |
| Sloy Dahl & Holst, LLC | 1,499 | $256.9K | 0.06% | −75−4.8% | Reduced |
| Wealth Effects LLC | 1,499 | $256.9K | 0.13% | +1+0.1% | Added |
| All Terrain Financial Advisors, LLC | 1,495 | $256.3K | 0.12% | 00.0% | Unchanged |
| Howland Capital Management LLC | 1,494 | $256.1K | 0.02% | 00.0% | Unchanged |
| Thomasville National Bank | 1,490 | $255.4K | 0.03% | −29−1.9% | Reduced |
| Avantax Planning Partners, Inc. | 1,487 | $254.9K | 0.01% | −107−6.7% | Reduced |
| Marino, Stram & Associates LLC | 1,483 | $254.2K | 0.08% | +3+0.2% | Added |
| Windsor Capital Management, LLC | 1,475 | $252.8K | 0.09% | +2+0.1% | Added |
| Calamos Wealth Management LLC | 1,469 | $251.8K | 0.02% | −192−11.6% | Reduced |
| Krilogy Financial LLC | 1,467 | $251.5K | 0.02% | 00.0% | Unchanged |
| Schear Investment Advisers, LLC | 1,459 | $250.1K | 0.30% | +86+6.3% | Added |
| Claro Advisors LLC | 1,453 | $249.1K | 0.07% | −199−12.0% | Reduced |
| Bryn Mawr Trust Co | 1,452 | $249.0K | 0.01% | −46−3.1% | Reduced |
| Tiemann Investment Advisors, LLC | 1,450 | $248.5K | 0.14% | −60−4.0% | Reduced |
| Golden State Equity Partners | 1,449 | $248.4K | 0.13% | +1,449 | New |
| Shelton Capital Management | 1,447 | $248.0K | 0.01% | −67−4.4% | Reduced |
| Peachtree Investment Partners, LLC | 1,439 | $246.7K | 0.15% | −301−17.3% | Reduced |
| Five Oceans Advisors | 1,435 | $246.0K | 0.16% | −107−6.9% | Reduced |
| RMB Capital Management, LLC | 1,431 | $245.3K | 0.01% | +1,431 | New |
| 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 |
| Great Waters Wealth Management | 1,361 | $244.2K | 0.05% | +4+0.3% | Added |
| Stevens Capital Management LP | 1,419 | $243.0K | 0.06% | +1,419 | New |
| Earnest Partners LLC | 1,413 | $242.2K | 0.00% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 1,411 | $241.9K | 0.02% | +187+15.3% | Added |
| Spinnaker Trust | 1,405 | $240.8K | 0.02% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 1,402 | $240.3K | 0.16% | +8+0.6% | Added |
| Eagle Ridge Investment Management | 1,401 | $240.1K | 0.03% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 1,396 | $239.3K | 0.02% | −177−11.3% | Reduced |
| Grove Bank & Trust | 1,387 | $237.7K | 0.05% | +43+3.2% | Added |
| Mutual Advisors, LLC | 1,382 | $236.9K | 0.01% | +13+0.9% | Added |
| Henrickson Nauta Wealth Advisors, Inc. | 1,373 | $235.3K | 0.17% | 00.0% | Unchanged |
| First Nebraska Trust Co | 1,370 | $234.8K | 0.03% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 1,366 | $234.0K | 0.00% | −10,228−88.2% | Reduced |
| Manchester Capital Management LLC | 1,360 | $233.1K | 0.03% | +1,360 | New |
| NorthRock Partners, LLC | 1,354 | $232.1K | 0.02% | −118−8.0% | Reduced |
| JFS Wealth Advisors, LLC | 1,354 | $232.0K | 0.02% | +22+1.7% | Added |
| 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 |
| Monument Capital Management | 1,343 | $230.3K | 0.08% | −175−11.5% | Reduced |
| Renaissance Group LLC | 1,341 | $229.9K | 0.01% | −77−5.4% | Reduced |
| Congress Wealth Management LLC | 1,340 | $229.7K | 0.01% | +50+3.9% | Added |
| WSFS Capital Management, LLC | 1,338 | $229.3K | 0.02% | 00.0% | Unchanged |
| Legacy Trust | 1,336 | $229.0K | 0.07% | +33+2.5% | Added |
| Delta Financial Group, Inc. | 1,328 | $228.0K | 0.09% | +3+0.2% | Added |
| JJJ Advisors Inc. | 1,352 | $227.6K | 0.06% | −107−7.3% | Reduced |
| Rehmann Capital Advisory Group | 1,322 | $226.7K | 0.02% | −50−3.6% | Reduced |
| Pettee Investors, Inc. | 1,322 | $226.6K | 0.11% | 00.0% | Unchanged |
| Wedmont Private Capital | 1,311 | $226.4K | 0.03% | +162+14.1% | Added |
| Wedgewood Investors Inc | 1,320 | $226.3K | 0.30% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 1,311 | $224.7K | 0.05% | −6−0.5% | Reduced |
| Formidable Asset Management, LLC | 1,304 | $224.0K | 0.05% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 1,306 | $223.9K | 0.01% | +16+1.2% | Added |
| Eagle Bay Advisors LLC | 1,305 | $223.7K | 0.12% | −260−16.6% | Reduced |
| Van Strum & Towne Inc. | 1,304 | $223.5K | 0.10% | 00.0% | Unchanged |
| Heron Financial Group, LLC | 1,303 | $223.3K | 0.12% | +1,303 | New |
| Delta Asset Management LLC | 1,296 | $222.1K | 0.02% | −404−23.8% | Reduced |
| Drive Wealth Management, LLC | 1,291 | $221.3K | 0.09% | +177+15.9% | Added |