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 |
|---|---|---|---|---|---|
| Warren Averett Asset Management, LLC | 1,868 | $324.4K | 0.01% | +562+43.0% | Added |
| Flagship Harbor Advisors, LLC | 1,870 | $324.7K | 0.03% | −68−3.5% | Reduced |
| Wintrust Investments LLC | 1,873 | $325.0K | 0.03% | 00.0% | Unchanged |
| GTS Securities LLC | 1,880 | $326.5K | 0.01% | +1,880 | New |
| Investors Research Corp | 1,887 | $327.7K | 0.08% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,901 | $330.2K | 0.02% | +72+3.9% | Added |
| Spinnaker Trust | 1,905 | $330.8K | 0.02% | +500+35.6% | Added |
| Geller Advisors LLC | 1,924 | $334.1K | 0.04% | +751+64.0% | Added |
| BLB&B Advisors, LLC | 1,927 | $334.6K | 0.02% | −25−1.3% | Reduced |
| Alpha Cubed Investments, LLC | 1,934 | $335.8K | 0.02% | +33+1.7% | Added |
| Carlson Capital Management | 1,935 | $336.0K | 0.02% | −73−3.6% | Reduced |
| Marco Investment Management LLC | 1,935 | $336.0K | 0.04% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 1,937 | $336.4K | 0.06% | +232+13.6% | Added |
| Dana Investment Advisors, Inc. | 1,946 | $337.9K | 0.02% | +80+4.3% | Added |
| Whalerock Point Partners, LLC | 1,952 | $339.0K | 0.12% | +37+1.9% | Added |
| Integrated Advisors Network LLC | 1,960 | $340.3K | 0.02% | −209−9.6% | Reduced |
| MKT Advisors LLC | 1,972 | $341.7K | 0.24% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 1,974 | $342.8K | 0.05% | +44+2.3% | Added |
| First Affirmative Financial Network | 1,980 | $343.8K | 0.34% | +308+18.4% | Added |
| MONECO Advisors, LLC | 1,984 | $344.5K | 0.09% | −17−0.8% | Reduced |
| Stockman Wealth Management, Inc. | 1,987 | $345.1K | 0.07% | −31−1.5% | Reduced |
| First Citizens Bank & Trust Co | 1,993 | $346.1K | 0.01% | −119−5.6% | Reduced |
| Guardian Wealth Advisors, LLC | 1,994 | $346.3K | 0.06% | +477+31.4% | Added |
| 9258 Wealth Management, LLC | 1,998 | $347.0K | 0.07% | +34+1.7% | Added |
| Boit C F David | 2,000 | $347.3K | 0.23% | 00.0% | Unchanged |
| TAP Consulting, LLC | 2,000 | $347.3K | 0.09% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 2,009 | $348.9K | 0.04% | 00.0% | Unchanged |
| Wakefield Asset Management LLLP | 2,010 | $349.1K | 0.14% | +2,010 | New |
| AdvisorNet Financial, Inc | 2,011 | $349.2K | 0.03% | +200+11.0% | Added |
| Peak Asset Management, LLC | 2,014 | $349.8K | 0.08% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 2,015 | $349.9K | 0.20% | +32+1.6% | Added |
| Evergreen Capital Management LLC | 2,018 | $350.5K | 0.01% | +67+3.4% | Added |
| Boston Trust Walden Corp | 2,028 | $352.2K | 0.00% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 2,031 | $352.7K | 0.08% | −979−32.5% | Reduced |
| State of Wyoming | 2,043 | $354.8K | 0.10% | −175−7.9% | Reduced |
| Glassman Wealth Services | 2,044 | $355.0K | 0.06% | +8+0.4% | Added |
| Fortis Group Advisors, LLC | 2,051 | $356.2K | 0.09% | +12+0.6% | Added |
| Great Valley Advisor Group, Inc. | 2,054 | $356.6K | 0.01% | −1,139−35.7% | Reduced |
| Benedetti & Gucer, Inc. | 2,053 | $357.0K | 0.18% | +2,053 | New |
| Diligent Investors, LLC | 2,056 | $357.0K | 0.11% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 2,070 | $359.4K | 0.05% | −235−10.2% | Reduced |
| Edge Capital Group, LLC | 2,076 | $360.5K | 0.02% | −210−9.2% | Reduced |
| First National Bank of South Miami | 2,077 | $360.7K | 0.29% | −72−3.4% | Reduced |
| Vigilant Capital Management, LLC | 2,082 | $362.0K | 0.03% | +1,000+92.4% | Added |
| Keystone Financial Group | 2,086 | $362.3K | 0.06% | +2,086 | New |
| 1620 Investment Advisors, Inc. | 2,088 | $362.6K | 0.41% | +2,088 | New |
| Sound View Wealth Advisors Group, LLC | 2,111 | $366.6K | 0.05% | −80−3.7% | Reduced |
| Valley Brook Capital Group | 2,127 | $369.4K | 0.34% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 2,130 | $369.9K | 0.01% | +41+2.0% | Added |
| Appleton Partners Inc | 2,133 | $370.0K | 0.03% | −8−0.4% | Reduced |
| ForthRight Wealth Management, LLC | 2,149 | $373.2K | 0.16% | −65−2.9% | Reduced |
| Red Door Wealth Management, LLC | 2,159 | $374.9K | 0.08% | +2,159 | New |
| BFSG, LLC | 2,164 | $376.0K | 0.06% | +425+24.4% | Added |
| InterOcean Capital Group, LLC | 2,166 | $376.1K | 0.01% | −122−5.3% | Reduced |
| Moody Lynn & Lieberson, LLC | 2,167 | $376.3K | 0.03% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,181 | $378.7K | 0.09% | −23−1.0% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 2,181 | $378.8K | 0.01% | +28+1.3% | Added |
| Fisher Asset Management, LLC | 2,182 | $379.0K | 0.00% | +599+37.8% | Added |
| Veracity Capital LLC | 2,184 | $379.3K | 0.16% | +111+5.4% | Added |
| Schechter Investment Advisors, LLC | 2,199 | $382.0K | 0.03% | +38+1.8% | Added |
| Wright Investors Service Inc | 2,214 | $384.5K | 0.11% | +2,214 | New |
| Green Square Capital Advisors LLC | 2,217 | $385.0K | 0.05% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 2,222 | $385.9K | 0.01% | 00.0% | Unchanged |
| Girard Partners Ltd. | 2,227 | $386.8K | 0.04% | −305−12.0% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 2,239 | $388.8K | 0.10% | −40−1.8% | Reduced |
| Mayfair Advisory Group, LLC | 2,282 | $391.7K | 0.39% | +335+17.2% | Added |
| Wealth Alliance | 2,261 | $392.6K | 0.06% | +496+28.1% | Added |
| Legacy Private Trust Co. | 2,268 | $393.9K | 0.03% | −155−6.4% | Reduced |
| WFA Asset Management Corp | 2,268 | $393.9K | 0.23% | +12+0.5% | Added |
| Oberweis Asset Management Inc | 2,271 | $394.4K | 0.05% | +42+1.9% | Added |
| Level Four Advisory Services, LLC | 2,274 | $394.9K | 0.02% | +178+8.5% | Added |
| City State Bank | 2,316 | $402.0K | 0.22% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 2,325 | $403.7K | 0.07% | +10.0% | Added |
| Assetmark, Inc | 2,325 | $403.8K | 0.00% | −244−9.5% | Reduced |
| Leavell Investment Management, Inc. | 2,339 | $406.0K | 0.03% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 2,338 | $406.0K | 0.01% | +697+42.5% | Added |
| Grimes & Company, Inc. | 2,361 | $410.1K | 0.01% | −7−0.3% | Reduced |
| Harbour Capital Advisors, LLC | 2,390 | $413.7K | 0.12% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 2,385 | $414.2K | 0.05% | −27−1.1% | Reduced |
| First National Corp | 2,394 | $415.7K | 0.10% | +108+4.7% | Added |
| Connecticut Wealth Management, LLC | 2,400 | $416.8K | 0.03% | −129−5.1% | Reduced |
| SRB Corp | 2,420 | $420.3K | 0.02% | +450+22.8% | Added |
| Kathmere Capital Management, LLC | 2,423 | $420.8K | 0.07% | +495+25.7% | Added |
| Transcend Wealth Collective, LLC | 2,424 | $421.0K | 0.04% | +337+16.1% | Added |
| Beacon Investment Advisors LLC | 2,448 | $425.2K | 0.29% | −15−0.6% | Reduced |
| SeaCrest Wealth Management, LLC | 2,477 | $430.2K | 0.05% | +215+9.5% | Added |
| Invesco, LLC | 2,478 | $430.3K | 0.21% | +2,478 | New |
| Mark Stevens | 2,482 | $431.0K | 0.06% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 2,490 | $432.4K | 0.29% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 2,500 | $434.1K | 0.16% | 00.0% | Unchanged |
| Mendel Money Management | 2,507 | $435.4K | 0.22% | +120+5.0% | Added |
| Summit Global Investments | 2,520 | $438.0K | 0.03% | −7−0.3% | Reduced |
| Geneos Wealth Management Inc. | 2,527 | $438.8K | 0.02% | 00.0% | Unchanged |
| Ledyard National Bank | 2,547 | $442.3K | 0.05% | −136−5.1% | Reduced |
| First National Bank Sioux Falls | 2,552 | $443.2K | 0.28% | −4−0.2% | Reduced |
| Waldron Private Wealth LLC | 2,554 | $443.6K | 0.02% | −616−19.4% | Reduced |
| Lifeworks Advisors, LLC | 2,562 | $444.9K | 0.19% | −16−0.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,570 | $446.3K | 0.04% | −151−5.5% | Reduced |
| V Wealth Advisors LLC | 2,592 | $450.1K | 0.08% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 2,600 | $451.5K | 0.00% | −11,900−82.1% | Reduced |