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 Nebraska Trust Co | 1,370 | $237.9K | 0.03% | 00.0% | Unchanged |
| Henrickson Nauta Wealth Advisors, Inc. | 1,373 | $238.4K | 0.16% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,375 | $238.8K | 0.03% | −50−3.5% | Reduced |
| Caldwell Trust Co | 1,378 | $239.3K | 0.03% | +93+7.2% | Added |
| Earnest Partners LLC | 1,401 | $243.3K | 0.00% | −12−0.8% | Reduced |
| Eagle Ridge Investment Management | 1,401 | $243.3K | 0.03% | 00.0% | Unchanged |
| Oak Associates, Ltd | 1,403 | $243.6K | 0.02% | −1,440−50.7% | Reduced |
| Peachtree Investment Partners, LLC | 1,407 | $244.3K | 0.11% | −32−2.2% | Reduced |
| Virginia Wealth Management Group, Inc. | 1,410 | $244.8K | 0.17% | +8+0.6% | Added |
| Colonial Trust Co | 1,415 | $245.7K | 0.06% | −161−10.2% | Reduced |
| HRT Financial LP | 1,421 | $246.0K | 0.00% | −11,944−89.4% | Reduced |
| Wealth Effects LLC | 1,418 | $246.2K | 0.11% | −81−5.4% | Reduced |
| New Hampshire Trust | 1,428 | $248.0K | 0.06% | +84+6.3% | Added |
| Advisory Research Inc | 1,429 | $248.2K | 0.03% | +1,429 | New |
| Tiemann Investment Advisors, LLC | 1,435 | $249.2K | 0.13% | −15−1.0% | Reduced |
| Schear Investment Advisers, LLC | 1,439 | $249.9K | 0.26% | −20−1.4% | Reduced |
| Fairhaven Wealth Management, LLC | 1,444 | $250.8K | 0.10% | +1,444 | New |
| Congress Wealth Management LLC | 1,453 | $252.4K | 0.01% | +113+8.4% | Added |
| Wedmont Private Capital | 1,527 | $253.3K | 0.03% | +216+16.5% | Added |
| Centiva Capital, LP | 1,470 | $255.3K | 0.01% | −10,909−88.1% | Reduced |
| American Trust | 1,475 | $256.1K | 0.02% | −144−8.9% | Reduced |
| Mutual Advisors, LLC | 1,478 | $256.7K | 0.01% | +96+6.9% | Added |
| Proficio Capital Partners LLC | 1,482 | $257.3K | 0.04% | −370−20.0% | Reduced |
| Daymark Wealth Partners, LLC | 1,482 | $257.4K | 0.02% | +1,482 | New |
| Advisors Capital Management, LLC | 1,487 | $258.0K | 0.01% | −47−3.1% | Reduced |
| Windsor Capital Management, LLC | 1,486 | $258.1K | 0.09% | +11+0.7% | Added |
| Renaissance Group LLC | 1,487 | $258.2K | 0.01% | +146+10.9% | Added |
| Thomasville National Bank | 1,490 | $258.8K | 0.02% | 00.0% | Unchanged |
| Simmons Bank | 1,495 | $259.6K | 0.02% | −78−5.0% | Reduced |
| All Terrain Financial Advisors, LLC | 1,495 | $259.6K | 0.12% | 00.0% | Unchanged |
| Sloy Dahl & Holst, LLC | 1,499 | $260.3K | 0.05% | 00.0% | Unchanged |
| Fiera Capital Corp | 1,501 | $260.7K | 0.00% | +1,501 | New |
| Insigneo Advisory Services, LLC | 1,503 | $261.0K | 0.05% | +1,503 | New |
| CX Institutional | 1,514 | $262.9K | 0.01% | +1,514 | New |
| Avantax Planning Partners, Inc. | 1,515 | $263.1K | 0.01% | +28+1.9% | Added |
| Carr Financial Group Corp | 1,517 | $263.4K | 0.11% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 1,517 | $263.5K | 0.02% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,520 | $264.0K | 0.06% | −4−0.3% | Reduced |
| Aspen Investment Management Inc | 1,522 | $264.0K | 0.16% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 1,522 | $264.3K | 0.35% | 00.0% | Unchanged |
| Shelton Capital Management | 1,523 | $264.5K | 0.01% | +76+5.3% | Added |
| Sandy Spring Bank | 1,528 | $265.4K | 0.01% | −751−33.0% | Reduced |
| Heritage Wealth Advisors | 1,548 | $268.9K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 1,550 | $269.0K | 0.04% | +1,550 | New |
| D L Carlson Investment Group Inc | 1,551 | $269.3K | 0.05% | −101−6.1% | Reduced |
| Randolph Co Inc | 1,555 | $270.0K | 0.04% | −22−1.4% | Reduced |
| Sentry Investment Management LLC | 1,561 | $271.0K | 0.10% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 1,562 | $271.3K | 0.18% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 1,564 | $271.6K | 0.06% | +1,564 | New |
| Csenge Advisory Group | 1,567 | $272.1K | 0.02% | +3+0.2% | Added |
| TrinityPoint Wealth, LLC | 1,568 | $272.3K | 0.05% | +1+0.1% | Added |
| Monument Capital Management | 1,570 | $272.7K | 0.09% | +227+16.9% | Added |
| Jump Financial, LLC | 1,571 | $272.8K | 0.01% | +1,571 | New |
| Somerville Kurt F | 1,575 | $273.5K | 0.05% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 1,577 | $274.0K | 0.02% | +1,577 | New |
| Essex Savings Bank | 1,579 | $274.2K | 0.09% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 1,580 | $274.4K | 0.08% | +8+0.5% | Added |
| Calamos Wealth Management LLC | 1,580 | $274.4K | 0.02% | +111+7.6% | Added |
| PDS Planning, Inc | 1,580 | $274.4K | 0.04% | +326+26.0% | Added |
| Altfest L J & Co Inc | 1,589 | $276.0K | 0.04% | +1+0.1% | Added |
| Brookstone Capital Management | 1,613 | $276.9K | 0.01% | +11+0.7% | Added |
| Howland Capital Management LLC | 1,596 | $277.2K | 0.02% | +102+6.8% | Added |
| Golden State Equity Partners | 1,606 | $278.9K | 0.08% | +157+10.8% | Added |
| Woodmont Investment Counsel LLC | 1,608 | $279.2K | 0.03% | +17+1.1% | Added |
| Relaxing Retirement Coach | 1,612 | $279.9K | 0.08% | +12+0.8% | Added |
| Sawgrass Asset Management LLC | 1,613 | $280.1K | 0.03% | −5,399−77.0% | Reduced |
| StoneX Group Inc. | 1,625 | $282.2K | 0.03% | +1,625 | New |
| Five Oceans Advisors | 1,627 | $282.5K | 0.18% | +192+13.4% | Added |
| CWA Asset Management Group, LLC | 1,654 | $287.2K | 0.02% | −781−32.1% | Reduced |
| Humankind Investments LLC | 1,659 | $288.1K | 0.11% | +1,659 | New |
| Parkside Financial Bank & Trust | 1,659 | $288.1K | 0.07% | +19+1.2% | Added |
| Schmidt P J Investment Management Inc | 1,674 | $288.2K | 0.06% | +4+0.2% | Added |
| Intrua Financial, LLC | 1,662 | $288.6K | 0.05% | +1,662 | New |
| Charter Trust Co | 1,666 | $289.3K | 0.02% | 00.0% | Unchanged |
| Virtu Financial LLC | 1,675 | $291.0K | 0.02% | −7,197−81.1% | Reduced |
| Destination Wealth Management | 1,682 | $292.1K | 0.01% | −276−14.1% | Reduced |
| Pearl River Capital, LLC | 1,685 | $292.6K | 0.05% | +1,685 | New |
| WSFS Capital Management, LLC | 1,695 | $294.4K | 0.03% | +357+26.7% | Added |
| Neville Rodie & Shaw Inc | 1,700 | $295.0K | 0.03% | 00.0% | Unchanged |
| Wade G W & Inc | 1,700 | $295.0K | 0.01% | +422+33.0% | Added |
| UniSuper Management Pty Ltd | 1,700 | $295.2K | 0.00% | +1,700 | New |
| Basepoint Wealth LLC | 1,715 | $297.9K | 0.25% | +11+0.6% | Added |
| Fiduciary Group LLC | 1,716 | $298.0K | 0.04% | −150−8.0% | Reduced |
| Pavion Blue Capital, LLC | 1,724 | $299.4K | 0.17% | +36+2.1% | Added |
| Gryphon Financial Partners LLC | 1,745 | $303.1K | 0.07% | −124−6.6% | Reduced |
| FFT Wealth Management LLC | 1,755 | $304.8K | 0.04% | +1+0.1% | Added |
| V-Square Quantitative Management LLC | 1,769 | $307.2K | 0.22% | −139−7.3% | Reduced |
| Great Point Wealth Advisors, LLC | 1,778 | $308.7K | 0.09% | +3+0.2% | Added |
| Smith, Moore & Co. | 1,785 | $310.0K | 0.04% | +75+4.4% | Added |
| Vise Technologies, Inc. | 1,792 | $311.2K | 0.08% | −123−6.4% | Reduced |
| South State Corp. | 1,799 | $312.4K | 0.03% | −93−4.9% | Reduced |
| Advisors Management Group Inc | 1,809 | $314.0K | 0.09% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 1,809 | $314.1K | 0.06% | +1,809 | New |
| Donaldson Capital Management, LLC | 1,819 | $315.9K | 0.01% | −689−27.5% | Reduced |
| Evermay Wealth Management LLC | 1,825 | $316.9K | 0.06% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 1,830 | $317.8K | 0.02% | −55−2.9% | Reduced |
| Evergreen Wealth Solutions, LLC | 1,861 | $323.2K | 0.33% | +277+17.5% | Added |
| New Potomac Partners, LLC | 1,865 | $323.9K | 0.21% | −50−2.6% | Reduced |
| Athena Investment Management | 1,866 | $324.1K | 0.22% | −2−0.1% | Reduced |
| Nwam LLC | 1,867 | $324.4K | 0.03% | +1,867 | New |