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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Command Financial Services, Inc. | 158 | $27.4K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 159 | $27.6K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 163 | $28.3K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 165 | $28.7K | 0.01% | +165 | New |
| RFP Financial Group LLC | 169 | $29.3K | 0.01% | +169 | New |
| Bogart Wealth, LLC | 170 | $29.5K | 0.00% | −40−19.0% | Reduced |
| Nemes Rush Group LLC | 172 | $29.9K | 0.01% | +172 | New |
| First PREMIER Bank | 170 | $30.0K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 174 | $30.2K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 176 | $30.6K | 0.02% | −3−1.7% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 178 | $30.9K | 0.01% | −5−2.7% | Reduced |
| Cedar Mountain Advisors, LLC | 185 | $32.1K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 200 | $34.7K | 0.00% | +200 | New |
| Princeton Global Asset Management LLC | 202 | $35.1K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 205 | $35.6K | 0.02% | +205 | New |
| Dividend Assets Capital, LLC | 207 | $36.0K | 0.01% | −135−39.5% | Reduced |
| McIlrath & Eck, LLC | 209 | $36.3K | 0.01% | −10−4.6% | Reduced |
| WealthPLAN Partners, LLC | 210 | $36.5K | 0.01% | 00.0% | Unchanged |
| Gould Capital, LLC | 211 | $36.6K | 0.03% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 216 | $37.5K | 0.03% | +216 | New |
| Edmond de Rothschild Holding S.A. | 221 | $38.4K | 0.00% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 226 | $39.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 227 | $39.4K | 0.02% | +150+194.8% | Added |
| Motco | 228 | $39.6K | 0.00% | +14+6.5% | Added |
| CNB Bank | 231 | $40.1K | 0.02% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 233 | $40.5K | 0.02% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 234 | $41.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 241 | $41.9K | 0.03% | −19−7.3% | Reduced |
| Godsey & Gibb Associates | 250 | $43.4K | 0.00% | +250 | New |
| Hexagon Capital Partners LLC | 252 | $43.8K | 0.01% | −6−2.3% | Reduced |
| Farther Finance Advisors, LLC | 257 | $44.6K | 0.01% | +8+3.2% | Added |
| Crewe Advisors LLC | 259 | $45.0K | 0.01% | +2+0.8% | Added |
| Bourgeon Capital Management LLC | 263 | $45.7K | 0.01% | +1+0.4% | Added |
| Covestor Ltd | 263 | $46.0K | 0.04% | +161+157.8% | Added |
| Tyler-Stone Wealth Management | 264 | $46.0K | 0.03% | +264 | New |
| Safeguard Financial, LLC | 265 | $46.0K | 0.02% | +265 | New |
| Jones Financial Companies LLLP | 267 | $46.4K | 0.00% | −45−14.4% | Reduced |
| Rational Advisors LLC | 275 | $47.8K | 0.00% | −11−3.8% | Reduced |
| Hartford Financial Management Inc. | 278 | $48.3K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 279 | $48.5K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 289 | $50.1K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 291 | $50.5K | 0.01% | −43−12.9% | Reduced |
| TCTC Holdings, LLC | 298 | $51.8K | 0.00% | −50−14.4% | Reduced |
| Harvest Fund Management Co., Ltd | 301 | $52.0K | 0.01% | +301 | New |
| Bell Investment Advisors, Inc | 306 | $53.2K | 0.01% | −32−9.5% | Reduced |
| Peoples Financial Services Corp. | 309 | $53.7K | 0.02% | 00.0% | Unchanged |
| Norwood Financial Corp | 310 | $53.8K | 0.08% | 00.0% | Unchanged |
| Castleview Partners, LLC | 310 | $53.8K | 0.05% | −19−5.8% | Reduced |
| Capital Advisors, Ltd. LLC | 310 | $54.0K | 0.01% | +189+156.2% | Added |
| Atlas Capital Advisors LLC | 315 | $54.7K | 0.01% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 325 | $56.0K | 0.02% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 325 | $56.5K | 0.01% | +1+0.3% | Added |
| Global Trust Asset Management, LLC | 332 | $57.6K | 0.03% | +101+43.7% | Added |
| Central Bank & Trust Co | 340 | $59.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 344 | $59.7K | 0.03% | +1+0.3% | Added |
| Sunbelt Securities, Inc. | 360 | $62.6K | 0.01% | +1+0.3% | Added |
| EverSource Wealth Advisors, LLC | 378 | $65.6K | 0.01% | +51+15.6% | Added |
| First Financial Corp | 381 | $66.2K | 0.04% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 395 | $68.6K | 0.02% | +52+15.2% | Added |
| Duncker Streett & Co Inc | 398 | $69.2K | 0.02% | −40−9.1% | Reduced |
| Vestor Capital, LLC | 411 | $71.0K | 0.01% | +124+43.2% | Added |
| Massmutual Trust Co FSB | 410 | $71.2K | 0.00% | +176+75.2% | Added |
| Fiduciary Alliance LLC | 412 | $71.5K | 0.02% | +412 | New |
| Old Point Trust & Financial Services N A | 420 | $72.9K | 0.03% | +420 | New |
| Harbor Investment Advisory, LLC | 432 | $75.0K | 0.01% | +33+8.3% | Added |
| Ridgewood Investments LLC | 444 | $77.0K | 0.04% | −632−58.7% | Reduced |
| Clearview Wealth Advisors LLC | 454 | $78.8K | 0.08% | +3+0.7% | Added |
| Endurance Wealth Management, Inc. | 475 | $82.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 475 | $82.5K | 0.02% | +103+27.7% | Added |
| American National Bank | 496 | $86.1K | 0.01% | +77+18.4% | Added |
| Tanglewood Legacy Advisors, LLC | 500 | $86.8K | 0.05% | 00.0% | Unchanged |
| O'Dell Group, LLC | 508 | $88.2K | 0.03% | +508 | New |
| Rocky Mountain Advisers, LLC | 515 | $88.3K | 0.05% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 515 | $89.4K | 0.06% | +7+1.4% | Added |
| Baystate Wealth Management LLC | 532 | $92.5K | 0.01% | −16−2.9% | Reduced |
| CGC Financial Services, LLC | 536 | $93.1K | 0.06% | +536 | New |
| Gradient Investments LLC | 541 | $93.9K | 0.00% | −20−3.6% | Reduced |
| Trifecta Capital Advisors, LLC | 547 | $95.0K | 0.03% | −50−8.4% | Reduced |
| Valley National Advisers Inc | 550 | $96.0K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 567 | $98.6K | 0.01% | +1+0.2% | Added |
| Atwood & Palmer Inc | 573 | $99.5K | 0.01% | +325+131.0% | Added |
| IFP Advisors, Inc | 1,140 | $100.7K | 0.01% | +234+25.8% | Added |
| Clear Street Markets LLC | 590 | $102.0K | 0.04% | +590 | New |
| Bray Capital Advisors | 596 | $103.5K | 0.03% | 00.0% | Unchanged |
| West Tower Group, LLC | 603 | $104.7K | 0.07% | +603 | New |
| City Holding Co | 606 | $105.2K | 0.02% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 628 | $109.1K | 0.15% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 639 | $111.0K | 0.02% | +1+0.2% | Added |
| Clean Yield Group | 650 | $112.9K | 0.05% | −163−20.0% | Reduced |
| Monetary Management Group Inc | 650 | $112.9K | 0.03% | 00.0% | Unchanged |
| Financial Freedom, LLC | 653 | $113.5K | 0.08% | 00.0% | Unchanged |
| Adirondack Trust Co | 680 | $117.4K | 0.05% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 679 | $117.9K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 700 | $121.6K | 0.07% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 701 | $121.7K | 0.03% | 00.0% | Unchanged |
| Tompkins Financial Corp | 702 | $121.9K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 710 | $123.3K | 0.00% | −209−22.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 725 | $125.9K | 0.00% | +25+3.6% | Added |
| Field & Main Bank | 743 | $129.0K | 0.07% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 744 | $129.2K | 0.01% | −9−1.2% | Reduced |