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 |
|---|---|---|---|---|---|
| Gradient Investments LLC | 561 | $96.1K | 0.00% | +78+16.1% | Added |
| Baystate Wealth Management LLC | 548 | $94.1K | 0.01% | +1+0.2% | Added |
| Dark Forest Capital Management LP | 529 | $90.7K | 0.02% | +447+545.1% | Added |
| Rocky Mountain Advisers, LLC | 515 | $88.0K | 0.05% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 508 | $87.1K | 0.06% | −110−17.8% | Reduced |
| Tanglewood Legacy Advisors, LLC | 500 | $85.7K | 0.05% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 475 | $81.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 906 | $80.0K | 0.00% | −1,437−61.3% | Reduced |
| Clearview Wealth Advisors LLC | 451 | $77.3K | 0.08% | +3+0.7% | Added |
| Duncker Streett & Co Inc | 438 | $75.1K | 0.02% | −40−8.4% | Reduced |
| American National Bank | 419 | $71.8K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 403 | $69.2K | 0.01% | +403 | New |
| Harbor Investment Advisory, LLC | 399 | $68.4K | 0.01% | −1,248−75.8% | Reduced |
| First Financial Corp | 381 | $65.3K | 0.04% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 375 | $64.3K | 0.02% | +375 | New |
| Dividend Assets Capital, LLC | 342 | $64.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 372 | $63.8K | 0.01% | +372 | New |
| Sunbelt Securities, Inc. | 359 | $61.3K | 0.01% | +359 | New |
| TCTC Holdings, LLC | 348 | $59.7K | 0.00% | +50+16.8% | Added |
| Financial Perspectives, Inc | 343 | $58.9K | 0.03% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 343 | $58.8K | 0.01% | +28+8.9% | Added |
| Central Bank & Trust Co | 340 | $58.3K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 338 | $57.9K | 0.01% | −4−1.2% | Reduced |
| Westside Investment Management, Inc. | 334 | $57.3K | 0.02% | 00.0% | Unchanged |
| Castleview Partners, LLC | 329 | $56.4K | 0.05% | +329 | New |
| EverSource Wealth Advisors, LLC | 327 | $56.1K | 0.01% | +4+1.2% | Added |
| RE Dickinson Investment Advisors, LLC | 325 | $56.0K | 0.02% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 324 | $55.6K | 0.01% | +1+0.3% | Added |
| Atlas Capital Advisors LLC | 315 | $54.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 312 | $53.5K | 0.00% | +164+110.8% | Added |
| Norwood Financial Corp | 310 | $53.1K | 0.08% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 309 | $53.0K | 0.02% | −150−32.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 289 | $49.5K | 0.01% | 00.0% | Unchanged |
| Rational Advisors LLC | 286 | $49.0K | 0.00% | −7,185−96.2% | Reduced |
| Vestor Capital, LLC | 287 | $49.0K | 0.01% | +3+1.1% | Added |
| Silvant Capital Management LLC | 279 | $47.8K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 278 | $47.7K | 0.01% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 262 | $44.9K | 0.01% | +1+0.4% | Added |
| Ahrens Investment Partners LLC | 261 | $44.8K | 0.02% | +261 | New |
| Piscataqua Savings Bank | 260 | $44.6K | 0.04% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 258 | $44.2K | 0.01% | −21−7.5% | Reduced |
| Crewe Advisors LLC | 257 | $44.1K | 0.01% | 00.0% | Unchanged |
| Old North State Trust, LLC | 258 | $44.0K | 0.03% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 249 | $42.7K | 0.01% | +43+20.9% | Added |
| Atwood & Palmer Inc | 248 | $42.5K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 234 | $40.1K | 0.00% | +14+6.4% | Added |
| Thompson Siegel & Walmsley LLC | 234 | $40.0K | 0.00% | −8−3.3% | Reduced |
| Altshuler Shaham Ltd | 233 | $39.9K | 0.00% | −15−6.0% | Reduced |
| Sittner & Nelson, LLC | 233 | $39.9K | 0.02% | 00.0% | Unchanged |
| CNB Bank | 231 | $39.6K | 0.02% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 231 | $39.5K | 0.02% | +1+0.4% | Added |
| Sit Investment Associates Inc | 226 | $39.0K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 221 | $37.9K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 219 | $37.5K | 0.01% | +10+4.8% | Added |
| Motco | 214 | $36.7K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 211 | $36.2K | 0.03% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 210 | $36.0K | 0.00% | +210 | New |
| Bogart Wealth, LLC | 210 | $36.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 207 | $35.4K | 0.01% | +1+0.5% | Added |
| Baldrige Asset Management LLC | 204 | $35.0K | 0.01% | +4+2.0% | Added |
| Princeton Global Asset Management LLC | 202 | $34.6K | 0.01% | 00.0% | Unchanged |
| Marshall Wace, LLP | 200 | $34.3K | 0.00% | −27,662−99.3% | Reduced |
| AM Squared Ltd | 200 | $34.3K | 0.03% | +200 | New |
| Cedar Mountain Advisors, LLC | 185 | $31.7K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 183 | $31.4K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 182 | $31.0K | 0.04% | +182 | New |
| Quarry LP | 180 | $30.9K | 0.02% | +180 | New |
| Addison Advisors LLC | 179 | $30.7K | 0.02% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 174 | $29.8K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 170 | $29.0K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 163 | $27.9K | 0.00% | +11+7.2% | Added |
| SJS Investment Consulting Inc. | 159 | $27.3K | 0.01% | −18−10.2% | Reduced |
| First Command Bank | 158 | $27.1K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 158 | $27.1K | 0.00% | 00.0% | Unchanged |
| US Asset Management LLC | 155 | $27.0K | 0.03% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 144 | $26.2K | 0.00% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 150 | $25.7K | 0.00% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 150 | $25.7K | 0.00% | +150 | New |
| Trust Co | 144 | $24.7K | 0.00% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 140 | $24.0K | 0.02% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 139 | $23.8K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 138 | $23.7K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 137 | $23.5K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 132 | $22.6K | 0.01% | −1,844−93.3% | Reduced |
| MCF Advisors LLC | 130 | $22.2K | 0.00% | +1+0.8% | Added |
| Sound Income Strategies, LLC | 128 | $21.9K | 0.00% | −5−3.8% | Reduced |
| West Branch Capital LLC | 125 | $21.4K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 124 | $21.2K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 121 | $21.0K | 0.00% | −243−66.8% | Reduced |
| Baker Avenue Asset Management, LP | 120 | $20.6K | 0.00% | −49−29.0% | Reduced |
| Nalls Sherbakoff Group, LLC | 120 | $20.5K | 0.02% | +120 | New |
| Wolff Wiese Magana LLC | 117 | $20.1K | 0.02% | 00.0% | Unchanged |
| Park Place Capital Corp | 116 | $19.9K | 0.01% | +20+20.8% | Added |
| Silicon Valley Capital Partners | 116 | $19.8K | 0.00% | +116 | New |
| Riggs Asset Managment Co. Inc. | 115 | $19.7K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 114 | $19.5K | 0.00% | −284−71.4% | Reduced |
| Magnolia Capital Management Ltd | 108 | $19.0K | 0.02% | −92−46.0% | Reduced |
| Luken Investment Analytics, LLC | 106 | $18.2K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 102 | $18.0K | 0.02% | −5−4.7% | Reduced |
| Venturi Wealth Management, LLC | 102 | $17.5K | 0.00% | +102 | New |