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 |
|---|---|---|---|---|---|
| Beacon Investment Advisors LLC | 2,463 | $422.2K | 0.31% | +10.0% | Added |
| MQS Management LLC | 2,463 | $422.2K | 0.27% | +2,463 | New |
| CWA Asset Management Group, LLC | 2,435 | $417.4K | 0.03% | +21+0.9% | Added |
| Legacy Private Trust Co. | 2,423 | $415.3K | 0.04% | −730−23.2% | Reduced |
| TCI Wealth Advisors, Inc. | 2,412 | $413.4K | 0.05% | +21+0.9% | Added |
| PYA Waltman Capital, LLC | 2,405 | $412.2K | 0.20% | +692+40.4% | Added |
| Castle Rock Wealth Management, LLC | 2,234 | $410.5K | 0.15% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 2,390 | $409.7K | 0.12% | 00.0% | Unchanged |
| Mendel Money Management | 2,387 | $409.2K | 0.22% | −45−1.9% | Reduced |
| Grimes & Company, Inc. | 2,368 | $406.0K | 0.02% | −31−1.3% | Reduced |
| Leavell Investment Management, Inc. | 2,339 | $401.0K | 0.03% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 2,326 | $398.7K | 0.02% | −10−0.4% | Reduced |
| River Wealth Advisors LLC | 2,324 | $398.4K | 0.07% | +168+7.8% | Added |
| City State Bank | 2,316 | $397.0K | 0.23% | −100−4.1% | Reduced |
| International Assets Investment Management, LLC | 2,305 | $395.2K | 0.06% | −256−10.0% | Reduced |
| InterOcean Capital Group, LLC | 2,288 | $392.2K | 0.01% | 00.0% | Unchanged |
| First National Corp | 2,286 | $391.8K | 0.09% | −160−6.5% | Reduced |
| Edge Capital Group, LLC | 2,286 | $391.8K | 0.02% | −183−7.4% | Reduced |
| Sandy Spring Bank | 2,279 | $390.7K | 0.02% | +586+34.6% | Added |
| Farmers & Merchants Trust Co of Long Beach | 2,279 | $390.6K | 0.11% | +30+1.3% | Added |
| Salvus Wealth Management, LLC | 2,269 | $388.9K | 0.31% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 2,262 | $387.7K | 0.05% | +17+0.8% | Added |
| WFA Asset Management Corp | 2,256 | $386.7K | 0.24% | +11+0.5% | Added |
| Two Sigma Securities, LLC | 2,234 | $382.9K | 0.03% | −1,293−36.7% | Reduced |
| Oberweis Asset Management Inc | 2,229 | $382.1K | 0.06% | +2+0.1% | Added |
| Williams Jones Wealth Management, LLC. | 2,222 | $380.9K | 0.01% | −126−5.4% | Reduced |
| State of Wyoming | 2,218 | $380.2K | 0.12% | +689+45.1% | Added |
| Green Square Capital Advisors LLC | 2,217 | $380.0K | 0.05% | 00.0% | Unchanged |
| ForthRight Wealth Management, LLC | 2,214 | $379.5K | 0.17% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,204 | $376.4K | 0.10% | −30−1.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 2,191 | $375.6K | 0.05% | −556−20.2% | Reduced |
| Interchange Capital Partners, LLC | 2,175 | $372.8K | 0.20% | +2,175 | New |
| Integrated Advisors Network LLC | 2,169 | $371.7K | 0.02% | +66+3.1% | Added |
| Moody Lynn & Lieberson, LLC | 2,167 | $371.4K | 0.03% | −251−10.4% | Reduced |
| Schechter Investment Advisors, LLC | 2,161 | $370.5K | 0.03% | +132+6.5% | Added |
| Fortis Group Advisors, LLC | 2,039 | $369.4K | 0.11% | +2,039 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 2,153 | $369.1K | 0.01% | −69−3.1% | Reduced |
| First National Bank of South Miami | 2,149 | $368.4K | 0.29% | −159−6.9% | Reduced |
| Appleton Partners Inc | 2,141 | $367.0K | 0.03% | 00.0% | Unchanged |
| Boit C F David | 2,000 | $365.1K | 0.25% | −400−16.7% | Reduced |
| Valley Brook Capital Group | 2,127 | $364.6K | 0.34% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 2,112 | $362.0K | 0.01% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 2,096 | $359.3K | 0.02% | −41−1.9% | Reduced |
| Wealthspire Advisors, LLC | 2,089 | $358.0K | 0.01% | −218−9.4% | Reduced |
| Transcend Wealth Collective, LLC | 2,087 | $357.8K | 0.04% | +422+25.3% | Added |
| Graypoint LLC | 2,085 | $357.4K | 0.04% | +759+57.2% | Added |
| Veracity Capital LLC | 2,073 | $355.3K | 0.16% | −324−13.5% | Reduced |
| Ridgecrest Wealth Partners, LLC | 2,065 | $354.0K | 0.25% | 00.0% | Unchanged |
| Diligent Investors, LLC | 2,056 | $352.4K | 0.11% | 00.0% | Unchanged |
| Opus Capital Group, LLC | 2,053 | $352.0K | 0.06% | +2,053 | New |
| Glassman Wealth Services | 2,036 | $349.0K | 0.06% | +8+0.4% | Added |
| Johnson Investment Counsel Inc | 2,035 | $348.8K | 0.00% | −25−1.2% | Reduced |
| Boston Trust Walden Corp | 2,028 | $347.6K | 0.00% | −300−12.9% | Reduced |
| Stockman Wealth Management, Inc. | 2,018 | $345.9K | 0.08% | +16+0.8% | Added |
| Peak Asset Management, LLC | 2,014 | $345.2K | 0.08% | +200+11.0% | Added |
| Plante Moran Financial Advisors, LLC | 2,009 | $344.4K | 0.05% | −234−10.4% | Reduced |
| Carlson Capital Management | 2,008 | $344.2K | 0.02% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 2,001 | $343.0K | 0.10% | +515+34.7% | Added |
| TAP Consulting, LLC | 2,000 | $342.8K | 0.08% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,983 | $339.9K | 0.20% | 00.0% | Unchanged |
| SRB Corp | 1,970 | $337.7K | 0.02% | −554−21.9% | Reduced |
| 9258 Wealth Management, LLC | 1,964 | $336.6K | 0.07% | −81−4.0% | Reduced |
| MKT Advisors LLC | 1,972 | $335.9K | 0.25% | +13+0.7% | Added |
| Destination Wealth Management | 1,958 | $335.6K | 0.01% | +30+1.6% | Added |
| Defined Wealth Management, LLC | 1,954 | $334.9K | 0.31% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 1,952 | $334.6K | 0.02% | −1−0.1% | Reduced |
| Evergreen Capital Management LLC | 1,951 | $334.5K | 0.02% | +103+5.6% | Added |
| Flagship Harbor Advisors, LLC | 1,938 | $332.2K | 0.03% | −75−3.7% | Reduced |
| Marco Investment Management LLC | 1,935 | $331.7K | 0.04% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 1,930 | $330.8K | 0.06% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 1,928 | $330.5K | 0.05% | −288−13.0% | Reduced |
| Vise Technologies, Inc. | 1,915 | $328.3K | 0.09% | +468+32.3% | Added |
| New Potomac Partners, LLC | 1,915 | $328.3K | 0.23% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 1,915 | $328.3K | 0.12% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 1,947 | $327.8K | 0.36% | +79+4.2% | Added |
| V-Square Quantitative Management LLC | 1,908 | $327.1K | 0.30% | +1,908 | New |
| Alpha Cubed Investments, LLC | 1,901 | $325.9K | 0.02% | −39−2.0% | Reduced |
| South State Corp. | 1,892 | $324.3K | 0.03% | −31−1.6% | Reduced |
| Investors Research Corp | 1,887 | $323.5K | 0.08% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 1,885 | $323.1K | 0.02% | 00.0% | Unchanged |
| Wintrust Investments LLC | 1,873 | $321.0K | 0.04% | +10+0.5% | Added |
| Gryphon Financial Partners LLC | 1,869 | $320.4K | 0.07% | −124−6.2% | Reduced |
| Athena Investment Management | 1,868 | $320.2K | 0.23% | 00.0% | Unchanged |
| Fiduciary Group LLC | 1,866 | $319.9K | 0.04% | +16+0.9% | Added |
| Dana Investment Advisors, Inc. | 1,866 | $319.9K | 0.02% | +1,866 | New |
| Proficio Capital Partners LLC | 1,852 | $317.4K | 0.05% | +147+8.6% | Added |
| Stillwater Investment Management, LLC | 1,842 | $315.7K | 0.08% | +1+0.1% | Added |
| Clearstead Advisors, LLC | 1,829 | $313.6K | 0.02% | +70+4.0% | Added |
| Evermay Wealth Management LLC | 1,825 | $312.8K | 0.06% | −225−11.0% | Reduced |
| AdvisorNet Financial, Inc | 1,811 | $310.4K | 0.03% | −30−1.6% | Reduced |
| Advisors Management Group Inc | 1,809 | $310.0K | 0.10% | 00.0% | Unchanged |
| Great Point Wealth Advisors, LLC | 1,775 | $304.2K | 0.10% | 00.0% | Unchanged |
| Wealth Alliance | 1,765 | $302.5K | 0.05% | +1,765 | New |
| Schmidt P J Investment Management Inc | 1,670 | $301.0K | 0.06% | +20+1.2% | Added |
| FFT Wealth Management LLC | 1,754 | $300.7K | 0.04% | +129+7.9% | Added |
| Mirabella Financial Services LLP | 1,742 | $298.6K | 0.06% | +1,742 | New |
| BFSG, LLC | 1,739 | $298.0K | 0.06% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 1,724 | $295.6K | 0.05% | +43+2.6% | Added |
| Chesapeake Asset Management LLC | 1,716 | $294.1K | 0.27% | +1,716 | New |
| Smith, Moore & Co. | 1,710 | $293.1K | 0.04% | 00.0% | Unchanged |