Travelers Companies, Inc.

TRV

Exchange: NYSE
Industry: Fire, Marine & Casualty Insurance
SEC CIK: 0000086312

SEC filings (opens in a new tab)

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, Q2 2023

Institutional positions in Travelers Companies, Inc. as of Jun 30, 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: 1,288; +26 vs. Q1 2023
Shares held: 188.3M; −1.90M (−1.0%) vs. Q1 2023
Total value: $32.5B; +$234.4M (+0.7%) vs. Q1 2023
New holders: 118; 463 more added
Sold out: 92; 461 more reduced

8 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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.

Institutional holdersQ2 2023: 1,288 institutions

Value heldQ2 2023: $32.5B

Institutions holding TRV and their total value by quarter
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, Q2 2023

Shares, value and share of portfolio for each institution holding Travelers Companies, Inc.; share changes are against Q1 2023.

Institutions holding TRV in Q2 2023
Institution	Shares	Value	% of portfolio	Change in shares	Action
Coston, McIsaac & Partners	3	$0	0.00%	00.0%	Unchanged
Comerica Bank	218,787	$6	0.00%	+218,787	New
AllSquare Wealth Management LLC	1	$173	0.00%	00.0%	Unchanged
ICA Group Wealth Management, LLC	1	$174	0.00%	−3,129−100.0%	Reduced
Carolinas Wealth Consulting LLC	2	$347	0.00%	00.0%	Unchanged
Highline Wealth Partners LLC	2	$347	0.00%	+2	New
Financial Synergies Wealth Advisors, Inc.	3	$521	0.00%	00.0%	Unchanged
Barrett & Company, Inc.	4	$695	0.00%	00.0%	Unchanged
Coppell Advisory Solutions LLC	5	$855	0.00%	+5	New
Tanaka Capital Management Inc	6	$1.00K	0.00%	00.0%	Unchanged
Front Row Advisors LLC	6	$1.00K	0.00%	00.0%	Unchanged
Avion Wealth	14	$1.00K	0.00%	+11+366.7%	Added
Tfo-TDC, LLC	6	$1.04K	0.00%	00.0%	Unchanged
TFC Financial Management	7	$1.22K	0.00%	−4−36.4%	Reduced
Archer Investment Corp	7	$1.22K	0.00%	00.0%	Unchanged
Delos Wealth Advisors, LLC	7	$1.22K	0.00%	00.0%	Unchanged
TD Capital Management LLC	7	$1.26K	0.00%	00.0%	Unchanged
New England Capital Financial Advisors LLC	10	$1.74K	0.00%	00.0%	Unchanged
PFS Partners, LLC	10	$1.74K	0.00%	00.0%	Unchanged
Centerpoint Advisors, LLC	9	$2.00K	0.00%	00.0%	Unchanged
KB Financial Partners, LLC	12	$2.00K	0.00%	00.0%	Unchanged
Bollard Group LLC	10	$2.00K	0.00%	+10	New
Column Capital Advisors, LLC	12	$2.08K	0.00%	00.0%	Unchanged
Independence Bank of Kentucky	16	$2.78K	0.00%	+16	New
Cornerstone Planning Group LLC	18	$3.13K	0.00%	+18	New
PayPay Securities Corp	24	$4.17K	0.26%	−10−29.4%	Reduced
Tradewinds Capital Management, LLC	27	$4.69K	0.00%	00.0%	Unchanged
Country Trust Bank	27	$4.69K	0.00%	00.0%	Unchanged
Capital Analysts, LLC	27	$5.00K	0.00%	00.0%	Unchanged
SkyView Investment Advisors, LLC	27	$5.00K	0.00%	+13+92.9%	Added
Strengthening Families & Communities, LLC	26	$5.00K	0.00%	+26	New
JDM Financial Group LLC	30	$5.21K	0.00%	00.0%	Unchanged
Truvestments Capital LLC	34	$5.90K	0.00%	00.0%	Unchanged
Loomis Sayles & Co L P	35	$6.00K	0.00%	+24+218.2%	Added
Raffa Wealth Management, LLC	37	$6.42K	0.00%	−100−73.0%	Reduced
Disciplined Investments, LLC	38	$6.60K	0.00%	+2+5.6%	Added
Concord Wealth Partners	39	$6.77K	0.00%	+24+160.0%	Added
Abound Wealth Management	39	$6.78K	0.00%	+7+21.9%	Added
Richard W. Paul & Associates, LLC	44	$7.64K	0.00%	00.0%	Unchanged
Armstrong Advisory Group, Inc	44	$7.64K	0.00%	00.0%	Unchanged
Center for Financial Planning, Inc.	45	$7.82K	0.00%	00.0%	Unchanged
Your Advocates Ltd., LLP	45	$7.82K	0.00%	+45	New
Cranbrook Wealth Management, LLC	46	$7.99K	0.00%	00.0%	Unchanged
McClarren Financial Advisors, Inc.	51	$8.00K	0.01%	−3−5.6%	Reduced
Red Tortoise LLC	49	$8.51K	0.01%	+49	New
Legend Financial Advisors, Inc.	50	$8.68K	0.01%	00.0%	Unchanged
Rosenberg Matthew Hamilton	50	$8.68K	0.00%	00.0%	Unchanged
Hazlett, Burt & Watson, Inc.	49	$9.00K	0.01%	00.0%	Unchanged
Thomas J. Herzfeld Advisors, Inc.	54	$9.38K	0.00%	+17+45.9%	Added
Ogorek Anthony Joseph	60	$10.0K	0.00%	00.0%	Unchanged
Financial Management Professionals, Inc.	55	$10.0K	0.00%	+5+10.0%	Added
Picton Mahoney Asset Management	60	$10.0K	0.00%	+60	New
Northwest Bank & Trust Co	60	$10.4K	0.01%	+60	New
North Star Investment Management Corp.	61	$10.6K	0.00%	00.0%	Unchanged
Rise Advisors, LLC	62	$10.7K	0.01%	+1+1.6%	Added
Foster Dykema Cabot & Co Inc	66	$11.0K	0.00%	00.0%	Unchanged
Mascoma Wealth Management LLC	67	$11.2K	0.00%	−1,049−94.0%	Reduced
Albion Financial Group	66	$11.5K	0.00%	00.0%	Unchanged
Birch Capital Management, LLC	71	$12.3K	0.01%	−69−49.3%	Reduced
SOA Wealth Advisors, LLC.	72	$12.5K	0.00%	−19−20.9%	Reduced
Sound Income Strategies, LLC	73	$12.7K	0.00%	−55−43.0%	Reduced
Missouri Trust & Investment Co	73	$12.7K	0.01%	+73	New
First Capital Advisors Group, LLC.	74	$12.9K	0.01%	+74	New
Versant Capital Management, Inc	75	$13.0K	0.00%	+25+50.0%	Added
Coastal Capital Group, Inc.	77	$13.4K	0.00%	00.0%	Unchanged
Colonial Trust Advisors	79	$13.7K	0.00%	00.0%	Unchanged
Riverview Trust Co	82	$14.2K	0.01%	00.0%	Unchanged
GW&K Investment Management, LLC	88	$15.0K	0.00%	+88	New
Beacon Capital Management, LLC	99	$17.2K	0.00%	+77+350.0%	Added
AM Squared Ltd	100	$17.4K	0.02%	−100−50.0%	Reduced
Tucker Asset Management LLC	100	$17.4K	0.01%	00.0%	Unchanged
Lansing Street Advisors	100	$17.4K	0.01%	00.0%	Unchanged
WealthPlan Investment Management, LLC	100	$17.4K	0.01%	00.0%	Unchanged
Toth Financial Advisory Corp	100	$17.4K	0.00%	+15+17.6%	Added
Venturi Wealth Management, LLC	102	$17.7K	0.00%	00.0%	Unchanged
Luken Investment Analytics, LLC	106	$18.4K	0.01%	00.0%	Unchanged
Magnolia Capital Management Ltd	108	$19.0K	0.02%	00.0%	Unchanged
Cassady Schiller Wealth Management, LLC	114	$19.8K	0.01%	+113+11,300.0%	Added
Lee Financial Co	114	$19.8K	0.00%	00.0%	Unchanged
Riggs Asset Managment Co. Inc.	115	$20.0K	0.01%	00.0%	Unchanged
Park Place Capital Corp	116	$20.1K	0.01%	00.0%	Unchanged
Nalls Sherbakoff Group, LLC	120	$20.3K	0.02%	00.0%	Unchanged
Wolff Wiese Magana LLC	117	$20.3K	0.02%	00.0%	Unchanged
Baker Avenue Asset Management, LP	120	$20.8K	0.00%	00.0%	Unchanged
Global Wealth Management Investment Advisory, Inc.	120	$20.8K	0.01%	+120	New
Larson Financial Group LLC	124	$21.5K	0.00%	00.0%	Unchanged
West Branch Capital LLC	125	$21.7K	0.01%	00.0%	Unchanged
Leonteq Securities AG	125	$21.7K	0.00%	+125	New
Sutton Wealth Advisors Inc.	128	$22.2K	0.01%	−4−3.0%	Reduced
MCF Advisors LLC	130	$22.6K	0.00%	00.0%	Unchanged
Quarry LP	135	$23.4K	0.02%	−45−25.0%	Reduced
Laurel Wealth Advisors LLC	138	$24.0K	0.00%	00.0%	Unchanged
BOK Financial Private Wealth, Inc.	139	$24.1K	0.00%	00.0%	Unchanged
DT Investment Partners, LLC	144	$24.8K	0.00%	00.0%	Unchanged
Trust Co	144	$25.0K	0.00%	00.0%	Unchanged
Wellington Shields Capital Management, LLC	150	$26.0K	0.00%	00.0%	Unchanged
Nordwand Advisors, LLC	150	$26.0K	0.00%	00.0%	Unchanged
VisionPoint Advisory Group, LLC	150	$26.0K	0.01%	+150	New
Strategic Investment Solutions, Inc.	157	$27.0K	0.01%	−246−61.0%	Reduced
First Command Bank	158	$27.4K	0.00%	00.0%	Unchanged