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 |
|---|---|---|---|---|---|
| Tucker Asset Management LLC | 100 | $17.1K | 0.01% | 00.0% | Unchanged |
| Lansing Street Advisors | 100 | $17.1K | 0.01% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 100 | $17.1K | 0.00% | +100 | New |
| SOA Wealth Advisors, LLC. | 91 | $15.6K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 85 | $14.6K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 82 | $14.1K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 79 | $13.5K | 0.00% | +3+3.9% | Added |
| Coastal Capital Group, Inc. | 77 | $13.2K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 77 | $13.2K | 0.01% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 74 | $12.7K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 70 | $12.0K | 0.01% | −25−26.3% | Reduced |
| Clear Perspectives Financial Planning, LLC | 70 | $12.0K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 66 | $11.3K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 66 | $11.0K | 0.00% | +66 | New |
| Rise Advisors, LLC | 61 | $10.5K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 61 | $10.5K | 0.00% | −7−10.3% | Reduced |
| Ogorek Anthony Joseph | 60 | $10.0K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 49 | $9.00K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 50 | $9.00K | 0.00% | +17+51.5% | Added |
| Legend Financial Advisors, Inc. | 50 | $8.57K | 0.01% | −25−33.3% | Reduced |
| Versant Capital Management, Inc | 50 | $8.57K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 50 | $8.57K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 54 | $8.00K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 46 | $7.88K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 45 | $7.71K | 0.00% | −41−47.7% | Reduced |
| Armstrong Advisory Group, Inc | 44 | $7.54K | 0.00% | +44 | New |
| Richard W. Paul & Associates, LLC | 44 | $7.54K | 0.00% | +44 | New |
| Thomas J. Herzfeld Advisors, Inc. | 37 | $6.34K | 0.00% | +37 | New |
| Disciplined Investments, LLC | 36 | $6.17K | 0.00% | −4−10.0% | Reduced |
| PayPay Securities Corp | 34 | $5.83K | 0.39% | −15−30.6% | Reduced |
| Truvestments Capital LLC | 34 | $5.83K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 33 | $5.57K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 32 | $5.49K | 0.00% | +10+45.5% | Added |
| Cary Street Partners Asset Management LLC | 32 | $5.49K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 30 | $5.14K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 30 | $5.14K | 0.00% | +30 | New |
| Syverson Strege & Co | 30 | $5.14K | 0.00% | +30 | New |
| Capital Analysts, LLC | 27 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 27 | $4.63K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 27 | $4.63K | 0.00% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 23 | $3.94K | 0.00% | +23 | New |
| Beacon Capital Management, LLC | 22 | $3.77K | 0.00% | −44−66.7% | Reduced |
| Gables Capital Management Inc. | 20 | $3.43K | 0.00% | +20 | New |
| Concord Wealth Partners | 15 | $2.57K | 0.00% | −21−58.3% | Reduced |
| Column Capital Advisors, LLC | 12 | $2.06K | 0.00% | −6−33.3% | Reduced |
| Loomis Sayles & Co L P | 11 | $2.00K | 0.00% | −560−98.1% | Reduced |
| KB Financial Partners, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 9 | $2.00K | 0.00% | +9 | New |
| SkyView Investment Advisors, LLC | 14 | $2.00K | 0.00% | +14 | New |
| TFC Financial Management | 11 | $1.89K | 0.00% | +4+57.1% | Added |
| New England Capital Financial Advisors LLC | 10 | $1.72K | 0.00% | −4−28.6% | Reduced |
| PFS Partners, LLC | 10 | $1.72K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 7 | $1.23K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 7 | $1.20K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 7 | $1.20K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 6 | $1.03K | 0.00% | +3+100.0% | Added |
| Tanaka Capital Management Inc | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 4 | $686 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 3 | $548 | 0.00% | +3 | New |
| Financial Synergies Wealth Advisors, Inc. | 3 | $515 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 2 | $343 | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 1,632 | $280 | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 1 | $172 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1 | $171 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 1 | $171 | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 3 | $0 | 0.00% | +3 | New |
| First Eagle Investment Management, LLC | 0 | $0 | 0.00% | −1,502,362−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −172,664−100.0% | Sold out |
| Retirement Systems of Alabama | 0 | $0 | 0.00% | −141,176−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −61,688−100.0% | Sold out |
| USS Investment Management Ltd | 0 | $0 | 0.00% | −44,258−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −34,852−100.0% | Sold out |
| Peregrine Asset Advisers, Inc. | 0 | $0 | 0.00% | −30,225−100.0% | Sold out |
| Sandhill Capital Partners LLC | 0 | $0 | 0.00% | −27,832−100.0% | Sold out |
| Private Management Group Inc | 0 | $0 | 0.00% | −21,898−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −19,950−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −18,850−100.0% | Sold out |
| Left Brain Wealth Management, LLC | 0 | $0 | 0.00% | −15,076−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −13,728−100.0% | Sold out |
| Connectus Wealth, LLC | 0 | $0 | 0.00% | −12,071−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −9,413−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −8,960−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −8,848−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −8,642−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −7,377−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −6,058−100.0% | Sold out |
| Donald L. Hagan, LLC | 0 | $0 | 0.00% | −4,254−100.0% | Sold out |
| Toews Corp | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −4,060−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −3,953−100.0% | Sold out |
| Bank of Nova Scotia Trust Co | 0 | $0 | 0.00% | −3,517−100.0% | Sold out |
| Empirical Asset Management, LLC | 0 | $0 | 0.00% | −3,567−100.0% | Sold out |
| Private Capital Management LLC | 0 | $0 | 0.00% | −3,314−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −3,284−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −2,721−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −2,495−100.0% | Sold out |
| Crestwood Advisors Group LLC | 0 | $0 | 0.00% | −2,369−100.0% | Sold out |