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 |
|---|---|---|---|---|---|
| AMG National Trust Bank | 5,203 | $891.8K | 0.03% | −394−7.0% | Reduced |
| Jefferies Financial Group Inc. | 5,199 | $891.2K | 0.02% | −4,747−47.7% | Reduced |
| 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 |
| HBK Sorce Advisory LLC | 5,144 | $881.7K | 0.04% | +5,144 | New |
| Asset Allocation & Management Company, LLC | 5,124 | $878.0K | 0.35% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 5,112 | $876.2K | 0.07% | 00.0% | Unchanged |
| Private Trust Co NA | 5,092 | $872.8K | 0.12% | −1,005−16.5% | Reduced |
| Harvest Volatility Management LLC | 5,108 | $872.5K | 0.18% | −142−2.7% | Reduced |
| Merit Financial Group, LLC | 5,081 | $871.0K | 0.03% | −14−0.3% | Reduced |
| Boston Private Wealth LLC | 5,055 | $866.5K | 0.01% | −62−1.2% | Reduced |
| Central Trust Co | 5,038 | $863.6K | 0.03% | +232+4.8% | Added |
| Bank of Hawaii | 5,019 | $860.3K | 0.05% | −204−3.9% | Reduced |
| Hanson & Doremus Investment Management | 4,991 | $856.0K | 0.19% | −955−16.1% | Reduced |
| Ballentine Partners, LLC | 4,956 | $849.5K | 0.02% | +777+18.6% | Added |
| Alberta Investment Management Corp | 4,900 | $839.9K | 0.01% | −11,432−70.0% | Reduced |
| AE Wealth Management LLC | 4,899 | $839.7K | 0.01% | −1,987−28.9% | Reduced |
| Lincoln National Corp | 4,854 | $832.0K | 0.02% | −449−8.5% | Reduced |
| M Holdings Securities, Inc. | 4,855 | $832.0K | 0.09% | −855−15.0% | Reduced |
| 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 |
| Virtus ETF Advisers LLC | 4,762 | $816.3K | 0.45% | +382+8.7% | Added |
| Busey Wealth Management | 4,748 | $813.9K | 0.03% | +173+3.8% | Added |
| Snowden Capital Advisors LLC | 4,720 | $809.1K | 0.03% | +2,295+94.6% | Added |
| FineMark National Bank & Trust | 4,669 | $800.3K | 0.03% | +245+5.5% | Added |
| Buckingham Strategic Wealth, LLC | 4,238 | $794.6K | 0.01% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 4,595 | $787.0K | 0.03% | +139+3.1% | Added |
| Pinebridge Investments, L.P. | 4,587 | $786.3K | 0.01% | +4,013+699.1% | Added |
| CAPROCK Group, Inc. | 4,523 | $775.3K | 0.06% | +4,523 | New |
| Investors Asset Management of Georgia Inc | 4,511 | $773.2K | 0.41% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 4,508 | $772.7K | 0.02% | +3,638+418.2% | Added |
| Van Hulzen Asset Management, LLC | 4,492 | $770.0K | 0.07% | +10.0% | Added |
| Journey Advisory Group, LLC | 4,465 | $765.3K | 0.12% | −565−11.2% | Reduced |
| Prostatis Group LLC | 4,450 | $763.9K | 0.40% | −26−0.6% | Reduced |
| Lederer & Associates Investment Counsel | 4,453 | $763.0K | 0.59% | −24−0.5% | Reduced |
| Wealth Quarterback LLC | 4,425 | $758.6K | 0.64% | +41+0.9% | Added |
| Paradigm Asset Management Co LLC | 4,400 | $754.2K | 0.21% | 00.0% | Unchanged |
| Providence Wealth Advisors, LLC | 4,128 | $748.5K | 0.55% | −485−10.5% | Reduced |
| Wealthsource Partners, LLC | 4,338 | $743.5K | 0.05% | −241−5.3% | Reduced |
| Bridges Investment Management Inc | 4,315 | $739.6K | 0.03% | 00.0% | Unchanged |
| Forum Financial Management, LP | 4,311 | $738.9K | 0.02% | −21−0.5% | Reduced |
| Bremer Bank National Association | 4,277 | $733.1K | 0.14% | 00.0% | Unchanged |
| Trust Co of Vermont | 4,237 | $726.3K | 0.05% | −314−6.9% | Reduced |
| HNP Capital LLC | 4,225 | $724.2K | 0.20% | 00.0% | Unchanged |
| 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 |
| Mission Wealth Management, LP | 4,215 | $722.4K | 0.03% | −5−0.1% | Reduced |
| Forza Wealth Management, LLC | 4,090 | $701.1K | 0.36% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 4,083 | $699.8K | 0.02% | +150+3.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 4,056 | $695.0K | 0.03% | −209−4.9% | Reduced |
| FinTrust Capital Advisors, LLC | 3,697 | $693.1K | 0.17% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 4,019 | $689.0K | 0.14% | +1,299+47.8% | Added |
| Mitchell & Pahl Private Wealth, LLC | 4,016 | $688.4K | 0.43% | −88−2.1% | Reduced |
| Sterneck Capital Management, LLC | 4,000 | $685.6K | 0.43% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 3,992 | $684.3K | 0.02% | +173+4.5% | Added |
| Mount Yale Investment Advisors, LLC | 3,981 | $682.4K | 0.08% | −2,336−37.0% | Reduced |
| Resources Investment Advisors, LLC. | 3,970 | $680.5K | 0.02% | +274+7.4% | Added |
| JB Capital LLC | 3,950 | $677.1K | 0.06% | +12+0.3% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,939 | $675.0K | 0.08% | 00.0% | Unchanged |
| Davenport & Co LLC | 3,931 | $673.8K | 0.01% | −10,327−72.4% | Reduced |
| Beaumont Financial Advisors, LLC | 3,927 | $673.2K | 0.07% | +37+1.0% | Added |
| Bank of Stockton | 3,907 | $669.7K | 0.23% | −75−1.9% | Reduced |
| Tradewinds, LLC. | 3,853 | $660.4K | 0.40% | +3,853 | New |
| Harbor Capital Advisors, Inc. | 3,835 | $657.4K | 0.19% | +3,835 | New |
| Lindbrook Capital, LLC | 3,822 | $655.1K | 0.08% | +59+1.6% | Added |
| Quadrant Capital Group LLC | 3,818 | $654.4K | 0.07% | +502+15.1% | Added |
| Smithfield Trust Co | 3,812 | $654.0K | 0.04% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 3,780 | $647.9K | 0.06% | +950+33.6% | Added |
| Tobam | 3,771 | $646.0K | 0.04% | +807+27.2% | Added |
| High Note Wealth, LLC | 3,732 | $644.4K | 0.27% | +10+0.3% | Added |
| Tokio Marine Asset Management Co Ltd | 3,759 | $644.3K | 0.04% | +340+9.9% | Added |
| Beverly Hills Private Wealth, LLC | 3,759 | $644.3K | 0.20% | +1,631+76.6% | Added |
| Kanawha Capital Management LLC | 3,752 | $643.1K | 0.06% | −30−0.8% | Reduced |
| Diversified Trust Co | 3,730 | $639.4K | 0.02% | −97−2.5% | Reduced |
| Stokes Family Office, LLC | 3,724 | $638.3K | 0.08% | −298−7.4% | Reduced |
| Glenview Trust Co | 3,708 | $635.6K | 0.02% | 00.0% | Unchanged |
| Copperwynd Financial, LLC | 3,677 | $630.2K | 0.32% | −26−0.7% | Reduced |
| Seven Eight Capital, LP | 3,673 | $629.6K | 0.13% | +3,673 | New |
| Tradition Wealth Management, LLC | 3,661 | $627.0K | 0.08% | +683+22.9% | Added |
| Trust Co of Toledo NA | 3,642 | $624.3K | 0.11% | +8+0.2% | Added |
| Prospera Financial Services Inc | 3,629 | $623.8K | 0.03% | −56−1.5% | Reduced |
| LVM Capital Management Ltd | 3,633 | $623.0K | 0.09% | −55−1.5% | Reduced |
| Verity & Verity, LLC | 3,615 | $619.6K | 0.08% | −2,500−40.9% | Reduced |
| Bridgewater Associates, LP | 3,590 | $615.4K | 0.00% | −134,938−97.4% | Reduced |
| Burns J W & Co Inc | 3,587 | $615.0K | 0.10% | −60−1.6% | Reduced |
| Meeder Advisory Services, Inc. | 3,587 | $614.8K | 0.07% | +603+20.2% | Added |
| Ascent Group, LLC | 3,579 | $613.5K | 0.07% | −132−3.6% | Reduced |
| Qtron Investments LLC | 3,542 | $607.1K | 0.12% | −530−13.0% | Reduced |
| Ci Investments Inc. | 3,540 | $607.0K | 0.00% | −7−0.2% | Reduced |
| Boyd Watterson Asset Management LLC | 3,538 | $606.4K | 0.25% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 3,520 | $603.4K | 0.22% | −33−0.9% | Reduced |
| Inlet Private Wealth, LLC | 3,500 | $599.9K | 0.16% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 3,499 | $599.8K | 0.02% | −567−13.9% | Reduced |
| Ronald Blue Trust, Inc. | 3,190 | $598.0K | 0.01% | +84+2.7% | Added |
| Industrial Alliance Investment Management Inc. | 3,485 | $597.0K | 0.02% | −30,240−89.7% | Reduced |
| Zions Bancorporation, N.A. | 3,474 | $595.5K | 0.05% | +3,079+779.5% | Added |
| Apollon Wealth Management, LLC | 3,470 | $594.8K | 0.04% | −129−3.6% | Reduced |
| ProVise Management Group, LLC | 3,461 | $593.3K | 0.06% | +3,461 | New |
| Villere St Denis J & Co LLC | 3,433 | $588.5K | 0.04% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 3,401 | $583.0K | 0.03% | −59−1.7% | Reduced |