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 |
|---|---|---|---|---|---|
| Strategic Advisors LLC | 3,400 | $582.9K | 0.12% | +39+1.2% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 3,400 | $582.8K | 0.08% | +375+12.4% | Added |
| MJP Associates Inc | 3,396 | $582.0K | 0.18% | +214+6.7% | Added |
| Wilson & Boucher Capital Management, LLC | 3,388 | $580.7K | 0.56% | −200−5.6% | Reduced |
| Legacy Capital Wealth Partners, LLC | 3,314 | $568.1K | 0.16% | +3,314 | New |
| Camden National Bank | 3,312 | $567.7K | 0.12% | 00.0% | Unchanged |
| Davis R M Inc | 3,303 | $566.0K | 0.01% | 00.0% | Unchanged |
| Ar Asset Management Inc | 3,264 | $559.0K | 0.15% | 00.0% | Unchanged |
| Allworth Financial LP | 3,245 | $556.2K | 0.01% | −24−0.7% | Reduced |
| Welch & Forbes LLC | 3,218 | $551.6K | 0.01% | −75−2.3% | Reduced |
| Checchi Capital Advisers, LLC | 3,199 | $548.4K | 0.05% | +68+2.2% | Added |
| Great Valley Advisor Group, Inc. | 3,193 | $547.3K | 0.03% | +1,119+54.0% | Added |
| Weik Capital Management | 3,188 | $546.0K | 0.25% | −2,337−42.3% | Reduced |
| Waldron Private Wealth LLC | 3,170 | $543.5K | 0.03% | +237+8.1% | Added |
| CIBC World Markets Inc. | 3,160 | $542.0K | 0.00% | −1,121−26.2% | Reduced |
| JNBA Financial Advisors | 3,158 | $541.3K | 0.07% | −18−0.6% | Reduced |
| ICA Group Wealth Management, LLC | 3,130 | $536.5K | 0.13% | −228−6.8% | Reduced |
| Joel Isaacson & Co., LLC | 3,122 | $535.1K | 0.04% | −326−9.5% | Reduced |
| Park National Corp | 3,118 | $534.5K | 0.02% | −5−0.2% | Reduced |
| Retirement Planning Group | 3,102 | $531.7K | 0.06% | +1,067+52.4% | Added |
| Cambridge Trust Co | 3,084 | $528.6K | 0.03% | −317−9.3% | Reduced |
| Brave Asset Management Inc | 3,080 | $527.9K | 0.17% | 00.0% | Unchanged |
| Pitcairn Co | 3,079 | $527.8K | 0.05% | −108−3.4% | Reduced |
| Saxon Interests, Inc. | 3,073 | $526.8K | 0.30% | +3,073 | New |
| Ameritas Investment Partners, Inc. | 3,056 | $523.8K | 0.02% | 00.0% | Unchanged |
| Van Eck Associates Corp | 3,045 | $522.0K | 0.00% | −587−16.2% | Reduced |
| LMCG Investments, LLC | 3,032 | $519.7K | 0.03% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 3,014 | $516.6K | 0.05% | −41−1.3% | Reduced |
| SkyOak Wealth, LLC | 3,011 | $516.1K | 0.16% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 3,010 | $516.0K | 0.12% | −1,116−27.0% | Reduced |
| Wesbanco Bank Inc | 3,007 | $515.0K | 0.02% | −49−1.6% | Reduced |
| Brighton Jones LLC | 2,991 | $512.7K | 0.03% | −47−1.5% | Reduced |
| Quantamental Technologies LLC | 2,969 | $508.9K | 0.27% | +2,969 | New |
| Gyroscope Capital Management Group, LLC | 2,945 | $504.8K | 0.13% | +107+3.8% | Added |
| Equitable Trust Co | 2,942 | $504.3K | 0.04% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 2,935 | $503.0K | 0.37% | +10.0% | Added |
| Clear Harbor Asset Management, LLC | 2,921 | $500.7K | 0.05% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 2,885 | $494.6K | 0.39% | +16+0.6% | Added |
| Wedbush Securities Inc | 2,872 | $492.0K | 0.02% | +297+11.5% | Added |
| Cigna Investments Inc | 2,859 | $490.0K | 0.10% | −62−2.1% | Reduced |
| Aries Wealth Management | 2,858 | $489.9K | 0.20% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 2,854 | $489.2K | 0.14% | −107−3.6% | Reduced |
| Spire Wealth Management | 2,849 | $488.3K | 0.02% | +767+36.8% | Added |
| Prio Wealth Limited Partnership | 2,847 | $488.0K | 0.02% | 00.0% | Unchanged |
| Oak Associates, Ltd | 2,843 | $487.3K | 0.04% | −604−17.5% | Reduced |
| Karpas Strategies, LLC | 2,840 | $486.8K | 0.17% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 2,829 | $485.0K | 0.01% | +2,829 | New |
| Searle & Co. | 2,673 | $484.2K | 0.16% | 00.0% | Unchanged |
| Lido Advisors, LLC | 2,811 | $481.9K | 0.01% | +326+13.1% | Added |
| Kingsview Wealth Management, LLC | 2,809 | $481.5K | 0.02% | −123−4.2% | Reduced |
| Bank of New Hampshire | 2,809 | $481.5K | 0.14% | −7−0.2% | Reduced |
| Fund Management at Engine No. 1 LLC | 2,803 | $480.5K | 0.10% | +223+8.6% | Added |
| Axq Capital, LP | 2,800 | $479.9K | 0.19% | +2,800 | New |
| Associated Banc-Corp | 2,799 | $479.8K | 0.02% | +75+2.8% | Added |
| WMS Partners, LLC | 2,799 | $479.7K | 0.04% | +8+0.3% | Added |
| Cozad Asset Management Inc | 2,790 | $478.2K | 0.06% | 00.0% | Unchanged |
| Clarius Group, LLC | 2,788 | $477.9K | 0.04% | +230+9.0% | Added |
| Sky Investment Group LLC | 2,782 | $476.9K | 0.11% | 00.0% | Unchanged |
| Foundation Resource Management Inc | 2,765 | $474.0K | 0.08% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 2,746 | $470.7K | 0.01% | +305+12.5% | Added |
| Choate Investment Advisors | 2,739 | $469.5K | 0.02% | 00.0% | Unchanged |
| Northeast Investment Management | 2,732 | $468.3K | 0.03% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 2,722 | $466.6K | 0.04% | −27−1.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,721 | $466.4K | 0.04% | +33+1.2% | Added |
| Courier Capital LLC | 2,718 | $465.9K | 0.05% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 2,711 | $464.8K | 0.25% | +9+0.3% | Added |
| Plimoth Trust Co LLC | 2,706 | $463.8K | 0.14% | −359−11.7% | Reduced |
| Steward Financial Group LLC | 2,701 | $463.0K | 0.15% | +2,701 | New |
| True North Advisors, LLC | 2,696 | $462.1K | 0.14% | −929−25.6% | Reduced |
| Boothbay Fund Management, LLC | 2,695 | $461.9K | 0.01% | +2,695 | New |
| Marcum Wealth, LLC | 2,687 | $460.6K | 0.06% | −276−9.3% | Reduced |
| Trust Asset Management LLC | 2,684 | $460.1K | 0.05% | −30−1.1% | Reduced |
| Ledyard National Bank | 2,683 | $459.9K | 0.05% | −162−5.7% | Reduced |
| Lewis Capital Management, LLC | 2,650 | $454.2K | 0.68% | −249−8.6% | Reduced |
| Oak Thistle LLC | 2,631 | $451.0K | 0.27% | +2,631 | New |
| DoubleLine ETF Adviser LP | 2,627 | $450.3K | 0.19% | −684−20.7% | Reduced |
| Pzena Investment Management LLC | 2,626 | $450.1K | 0.00% | −1,728−39.7% | Reduced |
| Sugarloaf Wealth Management, LLC | 2,621 | $449.3K | 0.11% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 2,613 | $448.0K | 0.03% | +393+17.7% | Added |
| Acrisure Capital Management, LLC | 2,602 | $446.0K | 0.45% | +2,602 | New |
| V Wealth Advisors LLC | 2,592 | $444.3K | 0.08% | −9−0.3% | Reduced |
| IFG Advisory, LLC | 2,579 | $442.2K | 0.04% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 2,581 | $442.0K | 0.04% | −10−0.4% | Reduced |
| Lifeworks Advisors, LLC | 2,578 | $441.9K | 0.21% | −1,739−40.3% | Reduced |
| Legacy Capital Group California, Inc. | 2,573 | $441.0K | 0.22% | +2,573 | New |
| Assetmark, Inc | 2,569 | $440.4K | 0.00% | +400+18.4% | Added |
| First National Bank Sioux Falls | 2,556 | $438.1K | 0.30% | −12−0.5% | Reduced |
| Coastal Bridge Advisors, LLC | 2,545 | $436.3K | 0.11% | +5+0.2% | Added |
| Penserra Capital Management LLC | 2,554 | $436.0K | 0.01% | −16,359−86.5% | Reduced |
| Girard Partners Ltd. | 2,532 | $434.0K | 0.05% | −76−2.9% | Reduced |
| Connecticut Wealth Management, LLC | 2,529 | $433.5K | 0.03% | −4,710−65.1% | Reduced |
| Geneos Wealth Management Inc. | 2,527 | $433.2K | 0.03% | −268−9.6% | Reduced |
| Summit Global Investments | 2,527 | $433.0K | 0.03% | +162+6.8% | Added |
| Arrowstreet Capital, Limited Partnership | 2,507 | $430.0K | 0.00% | −1,289−34.0% | Reduced |
| Donaldson Capital Management, LLC | 2,508 | $429.9K | 0.02% | −10−0.4% | Reduced |
| Northcape Wealth Management, LLC | 2,500 | $428.5K | 0.16% | +2,500 | New |
| Jeppson Wealth Management, LLC | 2,490 | $426.8K | 0.19% | −5−0.2% | Reduced |
| Alhambra Investment Partners LLC | 2,490 | $426.8K | 0.29% | 00.0% | Unchanged |
| Mark Stevens | 2,482 | $425.4K | 0.05% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 2,476 | $424.4K | 0.08% | +2,476 | New |