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 |
|---|---|---|---|---|---|
| Farmers Trust Co | 1,287 | $220.6K | 0.05% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 1,286 | $220.4K | 0.05% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,285 | $220.3K | 0.03% | +45+3.6% | Added |
| Wade G W & Inc | 1,278 | $219.0K | 0.01% | −293−18.7% | Reduced |
| RSM US Wealth Management LLC | 1,265 | $216.9K | 0.01% | +1,265 | New |
| Dearborn Partners LLC | 1,261 | $216.2K | 0.01% | 00.0% | Unchanged |
| PDS Planning, Inc | 1,254 | $214.9K | 0.03% | +1,254 | New |
| AFS Financial Group, LLC | 1,250 | $214.3K | 0.14% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 1,250 | $214.3K | 0.18% | 00.0% | Unchanged |
| Inscription Capital, LLC | 1,247 | $213.7K | 0.06% | +6+0.5% | Added |
| Santori & Peters | 1,236 | $211.9K | 0.11% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 1,230 | $210.8K | 0.07% | 00.0% | Unchanged |
| AIA Group Ltd | 1,228 | $210.5K | 0.01% | −160−11.5% | Reduced |
| Sovereign Financial Group, Inc. | 1,220 | $209.1K | 0.08% | 00.0% | Unchanged |
| Laffer Tengler Investments | 1,217 | $208.6K | 0.06% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 1,215 | $208.3K | 0.06% | 00.0% | Unchanged |
| First National Advisers, LLC | 1,211 | $208.0K | 0.24% | +73+6.4% | Added |
| Edgestream Partners, L.P. | 1,213 | $207.9K | 0.02% | −302−19.9% | Reduced |
| Cornerstone Wealth Management, LLC | 1,213 | $207.9K | 0.02% | +1,213 | New |
| Wealth Architects, LLC | 1,211 | $207.6K | 0.04% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 1,210 | $207.5K | 0.00% | +1,210 | New |
| WR Wealth Planners, LLC | 1,210 | $207.4K | 0.09% | +1,210 | New |
| SFMG, LLC | 1,208 | $207.1K | 0.02% | 00.0% | Unchanged |
| Change Path, LLC | 1,206 | $207.0K | 0.01% | −9−0.7% | Reduced |
| Sonora Investment Management Group, LLC | 1,202 | $206.0K | 0.02% | +127+11.8% | Added |
| Voya Financial Advisors, Inc. | 1,206 | $206.0K | 0.03% | +122+11.3% | Added |
| Builder Investment Group Inc | 1,200 | $205.7K | 0.09% | 00.0% | Unchanged |
| Cape Ann Savings Bank | 1,200 | $205.7K | 0.14% | 00.0% | Unchanged |
| Salzhauer Michael | 1,200 | $205.7K | 0.19% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 1,200 | $205.7K | 0.07% | 00.0% | Unchanged |
| Quantbot Technologies LP | 1,200 | $205.7K | 0.01% | +1,200 | New |
| Fayez Sarofim & Co | 1,198 | $205.3K | 0.00% | +1+0.1% | Added |
| Oakworth Capital, Inc. | 1,195 | $204.8K | 0.02% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 1,189 | $203.8K | 0.09% | −125−9.5% | Reduced |
| Laurion Capital Management LP | 1,187 | $203.5K | 0.01% | +1,187 | New |
| IVC Wealth Advisors LLC | 1,184 | $202.9K | 0.14% | +2+0.2% | Added |
| Mascoma Wealth Management LLC | 1,116 | $202.2K | 0.06% | +259+30.2% | Added |
| Sage Rhino Capital LLC | 1,175 | $201.4K | 0.06% | −495−29.6% | Reduced |
| Geller Advisors LLC | 1,173 | $201.1K | 0.03% | +1,173 | New |
| Baxter Bros Inc | 1,171 | $200.7K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,128 | $193.3K | 0.01% | +40+3.7% | Added |
| Washington Trust Co | 1,126 | $193.0K | 0.01% | −31−2.7% | Reduced |
| Blume Capital Management, Inc. | 1,100 | $188.6K | 0.06% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 1,100 | $188.6K | 0.14% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 1,100 | $188.6K | 0.01% | +1,100 | New |
| Vigilant Capital Management, LLC | 1,082 | $185.0K | 0.02% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 1,076 | $184.5K | 0.11% | −38−3.4% | Reduced |
| Centennial Bank | 1,066 | $182.7K | 0.12% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,066 | $182.7K | 0.02% | +124+13.2% | Added |
| Key Financial Inc | 1,036 | $177.6K | 0.06% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,035 | $177.3K | 0.03% | +8+0.8% | Added |
| MV Capital Management, Inc. | 999 | $171.2K | 0.02% | +9+0.9% | Added |
| Pin Oak Investment Advisors Inc | 997 | $171.0K | 0.21% | 00.0% | Unchanged |
| United Community Bank | 980 | $168.0K | 0.16% | −16−1.6% | Reduced |
| Pflug Koory, LLC | 968 | $165.9K | 0.09% | 00.0% | Unchanged |
| Ellevest, Inc. | 950 | $162.8K | 0.01% | +203+27.2% | Added |
| Logan Capital Management Inc | 950 | $162.8K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 945 | $162.0K | 0.02% | +2+0.2% | Added |
| Focused Wealth Management, Inc | 921 | $157.9K | 0.03% | +384+71.5% | Added |
| Brown Brothers Harriman & Co | 919 | $157.5K | 0.00% | +338+58.2% | Added |
| Deseret Mutual Benefit Administrators | 914 | $156.7K | 0.06% | −41−4.3% | Reduced |
| Estabrook Capital Management | 910 | $156.0K | 0.03% | −28−3.0% | Reduced |
| Tortoise Investment Management, LLC | 906 | $155.3K | 0.02% | 00.0% | Unchanged |
| Horizons Wealth Management | 896 | $153.6K | 0.11% | 00.0% | Unchanged |
| Sageworth Trust Co | 895 | $153.4K | 0.01% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 900 | $152.0K | 0.06% | −2,400−72.7% | Reduced |
| Core Alternative Capital | 870 | $149.1K | 0.02% | −636−42.2% | Reduced |
| Tilia Fiduciary Partners, Inc. | 856 | $146.8K | 0.14% | −87−9.2% | Reduced |
| Caldwell Sutter Capital, Inc. | 855 | $146.6K | 0.11% | +855 | New |
| Bangor Savings Bank | 848 | $145.4K | 0.02% | 00.0% | Unchanged |
| First Community Trust NA | 845 | $144.8K | 0.17% | 00.0% | Unchanged |
| Clean Yield Group | 813 | $139.4K | 0.06% | −87−9.7% | Reduced |
| Machina Capital S.A.S. | 808 | $138.5K | 0.12% | −577−41.7% | Reduced |
| Global Financial Private Client, LLC | 800 | $137.8K | 0.07% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 753 | $135.0K | 0.01% | +46+6.5% | Added |
| Harbour Investments, Inc. | 777 | $133.2K | 0.01% | +13+1.7% | Added |
| Citizens National Bank Trust Department | 750 | $128.6K | 0.04% | 00.0% | Unchanged |
| Field & Main Bank | 743 | $127.4K | 0.08% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 741 | $127.0K | 0.01% | +65+9.6% | Added |
| Glen Eagle Advisors, LLC | 720 | $123.4K | 0.03% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 720 | $123.4K | 0.01% | +4+0.6% | Added |
| AlphaCentric Advisors LLC | 720 | $123.4K | 0.09% | −34−4.5% | Reduced |
| Tompkins Financial Corp | 702 | $120.3K | 0.02% | −150−17.6% | Reduced |
| Annapolis Financial Services, LLC | 701 | $120.2K | 0.04% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 700 | $120.0K | 0.00% | −143−17.0% | Reduced |
| Alta Advisers Ltd | 700 | $120.0K | 0.07% | 00.0% | Unchanged |
| Adirondack Trust Co | 680 | $116.6K | 0.06% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 679 | $116.4K | 0.02% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 654 | $114.0K | 0.01% | +654 | New |
| Financial Freedom, LLC | 653 | $111.9K | 0.08% | +1+0.2% | Added |
| Monetary Management Group Inc | 650 | $111.4K | 0.03% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 638 | $109.4K | 0.02% | +638 | New |
| Dougherty Wealth Advisers LLC | 628 | $107.6K | 0.16% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 607 | $104.1K | 0.05% | +22+3.8% | Added |
| City Holding Co | 606 | $103.9K | 0.02% | −30−4.7% | Reduced |
| Sageworth Trust Co of South Dakota | 598 | $102.5K | 0.24% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 597 | $102.3K | 0.04% | 00.0% | Unchanged |
| Bray Capital Advisors | 596 | $102.2K | 0.03% | 00.0% | Unchanged |
| Valley National Advisers Inc | 550 | $99.0K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 566 | $97.1K | 0.01% | +1+0.2% | Added |