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 |
|---|---|---|---|---|---|
| Citizens National Bank Trust Department | 750 | $130.2K | 0.03% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 767 | $133.2K | 0.02% | +47+6.5% | Added |
| Global Financial Private Client, LLC | 800 | $138.5K | 0.07% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 801 | $139.1K | 0.01% | +24+3.1% | Added |
| Point72 Asset Management, L.P. | 830 | $144.1K | 0.00% | −27,376−97.1% | Reduced |
| Creative Financial Designs Inc | 831 | $144.4K | 0.02% | −114−12.1% | Reduced |
| First Community Trust NA | 845 | $146.7K | 0.16% | 00.0% | Unchanged |
| Bangor Savings Bank | 848 | $147.3K | 0.02% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 858 | $149.0K | 0.13% | +2+0.2% | Added |
| Fairfield, Bush & Co. | 876 | $152.1K | 0.04% | +876 | New |
| Pflug Koory, LLC | 893 | $155.1K | 0.08% | −75−7.7% | Reduced |
| Horizons Wealth Management | 896 | $155.6K | 0.11% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 902 | $156.6K | 0.06% | −12−1.3% | Reduced |
| Estabrook Capital Management | 904 | $157.0K | 0.03% | −6−0.7% | Reduced |
| Core Alternative Capital | 910 | $158.0K | 0.02% | +40+4.6% | Added |
| Focused Wealth Management, Inc | 924 | $160.5K | 0.03% | +3+0.3% | Added |
| Salem Investment Counselors Inc | 941 | $163.4K | 0.01% | +200+27.0% | Added |
| Capstone Investment Advisors, LLC | 950 | $165.0K | 0.00% | −150−13.6% | Reduced |
| Logan Capital Management Inc | 950 | $165.0K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 954 | $165.7K | 0.01% | +954 | New |
| Tortoise Investment Management, LLC | 956 | $166.0K | 0.02% | +50+5.5% | Added |
| Oakworth Capital, Inc. | 970 | $168.5K | 0.01% | −225−18.8% | Reduced |
| Pin Oak Investment Advisors Inc | 997 | $173.0K | 0.19% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,010 | $175.4K | 0.02% | +11+1.1% | Added |
| Kapitalo Investimentos Ltda | 1,017 | $176.6K | 0.03% | +1,017 | New |
| Glen Eagle Advisors, LLC | 1,018 | $176.6K | 0.04% | +298+41.4% | Added |
| Quent Capital, LLC | 1,038 | $180.3K | 0.03% | +3+0.3% | Added |
| Key Financial Inc | 1,065 | $184.9K | 0.06% | +29+2.8% | Added |
| Centennial Bank | 1,066 | $185.1K | 0.12% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1,100 | $191.0K | 0.06% | 00.0% | Unchanged |
| Washington Trust Co | 1,110 | $192.8K | 0.01% | −16−1.4% | Reduced |
| Farmers & Merchants Investments Inc | 1,111 | $192.9K | 0.01% | −17−1.5% | Reduced |
| SRS Capital Advisors, Inc. | 1,124 | $195.2K | 0.02% | +58+5.4% | Added |
| United Community Bank | 1,125 | $195.4K | 0.17% | +145+14.8% | Added |
| Winning Points Advisors, LLC | 1,056 | $201.2K | 0.31% | +1,056 | New |
| Castle Rock Wealth Management, LLC | 1,170 | $201.9K | 0.07% | −1,064−47.6% | Reduced |
| Wealthspan Partners, LLC | 1,163 | $202.0K | 0.16% | +1,163 | New |
| Jarislowsky, Fraser Ltd | 1,165 | $202.3K | 0.00% | +1,165 | New |
| Capital Investment Advisors, LLC | 1,168 | $202.8K | 0.01% | +1,168 | New |
| Apella Capital, LLC | 1,169 | $203.0K | 0.01% | +1,169 | New |
| Baxter Bros Inc | 1,171 | $203.4K | 0.03% | 00.0% | Unchanged |
| Intercontinental Wealth Advisors, LLC | 1,174 | $203.9K | 0.05% | +1,174 | New |
| Sage Rhino Capital LLC | 1,186 | $206.0K | 0.06% | +11+0.9% | Added |
| Cornell Pochily Investment Advisors, Inc. | 1,189 | $206.5K | 0.08% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 1,190 | $206.7K | 0.13% | +6+0.5% | Added |
| First National Advisers, LLC | 1,199 | $208.0K | 0.19% | −12−1.0% | Reduced |
| AFS Financial Group, LLC | 1,200 | $208.4K | 0.14% | −50−4.0% | Reduced |
| Builder Investment Group Inc | 1,200 | $208.4K | 0.08% | 00.0% | Unchanged |
| Cape Ann Savings Bank | 1,200 | $208.4K | 0.14% | 00.0% | Unchanged |
| Salzhauer Michael | 1,200 | $208.4K | 0.22% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 1,200 | $208.4K | 0.06% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 1,202 | $208.8K | 0.02% | −194−13.9% | Reduced |
| Delta Financial Group, Inc. | 1,205 | $209.0K | 0.25% | −123−9.3% | Reduced |
| Wealth Architects, LLC | 1,205 | $209.3K | 0.03% | −6−0.5% | Reduced |
| WR Wealth Planners, LLC | 1,210 | $210.1K | 0.08% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 1,213 | $210.6K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,215 | $211.0K | 0.06% | −137−10.1% | Reduced |
| CRA Financial Services, LLC | 1,215 | $211.0K | 0.06% | 00.0% | Unchanged |
| Laffer Tengler Investments | 1,217 | $211.3K | 0.06% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 1,220 | $211.9K | 0.07% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 1,225 | $212.7K | 0.16% | +1,225 | New |
| Jackson Creek Investment Advisors LLC | 1,228 | $213.0K | 0.09% | +1,228 | New |
| SFMG, LLC | 1,229 | $213.4K | 0.02% | +21+1.7% | Added |
| Wealthcare Advisory Partners LLC | 1,229 | $213.5K | 0.01% | +1,229 | New |
| Liberty Capital Management, Inc. | 1,230 | $213.6K | 0.06% | 00.0% | Unchanged |
| PFG Advisors | 1,233 | $214.1K | 0.02% | +1,233 | New |
| Santori & Peters | 1,236 | $214.7K | 0.11% | 00.0% | Unchanged |
| Asset Allocation & Management Company, LLC | 1,236 | $215.0K | 0.09% | −3,888−75.9% | Reduced |
| Eagle Bay Advisors LLC | 1,241 | $215.5K | 0.12% | −64−4.9% | Reduced |
| Boothbay Fund Management, LLC | 1,241 | $215.5K | 0.01% | −1,454−54.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 1,242 | $215.7K | 0.11% | +387+45.3% | Added |
| Inscription Capital, LLC | 1,254 | $217.7K | 0.07% | +7+0.6% | Added |
| Voya Financial Advisors, Inc. | 1,275 | $218.0K | 0.03% | +69+5.7% | Added |
| Dearborn Partners LLC | 1,261 | $219.0K | 0.01% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 1,264 | $219.5K | 0.03% | +1,264 | New |
| RSM US Wealth Management LLC | 1,278 | $221.9K | 0.01% | +13+1.0% | Added |
| Farmers Trust Co | 1,282 | $222.6K | 0.05% | −5−0.4% | Reduced |
| Robertson Stephens Wealth Management, LLC | 1,285 | $223.2K | 0.02% | −126−8.9% | Reduced |
| Live Oak Private Wealth LLC | 1,286 | $223.3K | 0.04% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 1,288 | $223.7K | 0.01% | −143−10.0% | Reduced |
| Advus Financial Partners, LLC | 1,294 | $224.7K | 0.09% | +114+9.7% | Added |
| Delta Asset Management LLC | 1,296 | $225.1K | 0.02% | 00.0% | Unchanged |
| First Foundation Advisors | 1,296 | $225.1K | 0.01% | +1,296 | New |
| Change Path, LLC | 1,299 | $226.0K | 0.01% | +93+7.7% | Added |
| Heron Financial Group, LLC | 1,303 | $226.3K | 0.12% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 1,304 | $226.5K | 0.09% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 1,304 | $227.0K | 0.05% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,308 | $227.1K | 0.00% | +1,308 | New |
| Wedgewood Investors Inc | 1,320 | $229.2K | 0.29% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 1,322 | $229.6K | 0.10% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 1,330 | $231.0K | 0.01% | +120+9.9% | Added |
| Drive Wealth Management, LLC | 1,340 | $232.7K | 0.09% | +49+3.8% | Added |
| Chicago Trust Co NA | 1,344 | $233.4K | 0.06% | 00.0% | Unchanged |
| Legacy Trust | 1,346 | $233.7K | 0.06% | +10+0.7% | Added |
| NorthRock Partners, LLC | 1,348 | $234.0K | 0.03% | −6−0.4% | Reduced |
| Nations Financial Group Inc, | 1,351 | $234.6K | 0.02% | +1,351 | New |
| JFS Wealth Advisors, LLC | 1,353 | $234.9K | 0.02% | −1−0.1% | Reduced |
| Manchester Capital Management LLC | 1,358 | $235.8K | 0.03% | −2−0.1% | Reduced |
| Grove Bank & Trust | 1,359 | $236.0K | 0.05% | −28−2.0% | Reduced |
| Great Waters Wealth Management | 1,361 | $236.3K | 0.05% | 00.0% | Unchanged |