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 |
|---|---|---|---|---|---|
| Sky Investment Group LLC | 2,615 | $454.1K | 0.10% | −167−6.0% | Reduced |
| Sugarloaf Wealth Management, LLC | 2,621 | $455.2K | 0.11% | 00.0% | Unchanged |
| Pzena Investment Management LLC | 2,626 | $456.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,669 | $457.0K | 0.01% | −521−16.3% | Reduced |
| Chesapeake Asset Management LLC | 2,645 | $459.3K | 0.41% | +929+54.1% | Added |
| Lewis Capital Management, LLC | 2,650 | $460.2K | 0.66% | 00.0% | Unchanged |
| Searle & Co. | 2,673 | $461.4K | 0.14% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 2,658 | $461.5K | 0.02% | +45+1.7% | Added |
| Centaurus Financial, Inc. | 2,663 | $462.0K | 0.04% | +82+3.2% | Added |
| Clear Harbor Asset Management, LLC | 2,671 | $463.8K | 0.05% | −250−8.6% | Reduced |
| Trust Asset Management LLC | 2,684 | $466.1K | 0.05% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 2,686 | $466.5K | 0.14% | −20−0.7% | Reduced |
| Clarius Group, LLC | 2,703 | $469.4K | 0.04% | −85−3.0% | Reduced |
| Stiles Financial Services Inc | 2,722 | $472.7K | 0.23% | +11+0.4% | Added |
| Steward Financial Group LLC | 2,724 | $473.0K | 0.15% | +23+0.9% | Added |
| Marcum Wealth, LLC | 2,726 | $473.4K | 0.06% | +39+1.5% | Added |
| Opus Capital Group, LLC | 2,728 | $474.0K | 0.08% | +675+32.9% | Added |
| Foundation Resource Management Inc | 2,765 | $480.0K | 0.08% | 00.0% | Unchanged |
| Bank of New Hampshire | 2,769 | $480.9K | 0.14% | −40−1.4% | Reduced |
| Spire Wealth Management | 2,775 | $481.9K | 0.02% | −74−2.6% | Reduced |
| Flynn Zito Capital Management, LLC | 2,778 | $482.5K | 0.33% | −157−5.3% | Reduced |
| Cozad Asset Management Inc | 2,790 | $484.5K | 0.06% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 2,791 | $484.8K | 0.12% | +246+9.7% | Added |
| Associated Banc-Corp | 2,799 | $486.1K | 0.02% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 2,814 | $489.0K | 0.26% | +2,814 | New |
| Equitable Holdings, Inc. | 2,816 | $489.0K | 0.01% | +70+2.5% | Added |
| WMS Partners, LLC | 2,817 | $489.2K | 0.04% | +18+0.6% | Added |
| Cigna Investments Inc | 2,837 | $492.0K | 0.09% | −22−0.8% | Reduced |
| Great Diamond Partners, LLC | 2,838 | $492.8K | 0.13% | −16−0.6% | Reduced |
| Karpas Strategies, LLC | 2,840 | $493.2K | 0.17% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 2,847 | $494.4K | 0.02% | 00.0% | Unchanged |
| Northeast Investment Management | 2,852 | $495.3K | 0.03% | +120+4.4% | Added |
| Aries Wealth Management | 2,858 | $496.3K | 0.19% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 2,886 | $501.2K | 0.15% | +1,461+102.5% | Added |
| HighMark Wealth Management LLC | 2,902 | $504.0K | 0.38% | +17+0.6% | Added |
| Graypoint LLC | 2,910 | $505.4K | 0.05% | +825+39.6% | Added |
| Sageworth Trust Co of South Dakota | 2,930 | $508.8K | 1.27% | +2,332+390.0% | Added |
| Equitable Trust Co | 2,942 | $510.9K | 0.04% | 00.0% | Unchanged |
| Cambridge Trust Co | 2,963 | $514.6K | 0.02% | −121−3.9% | Reduced |
| Ameritas Investment Partners, Inc. | 2,967 | $515.2K | 0.02% | −89−2.9% | Reduced |
| Wesbanco Bank Inc | 2,982 | $518.0K | 0.02% | −25−0.8% | Reduced |
| Oak Thistle LLC | 3,000 | $521.0K | 0.27% | +369+14.0% | Added |
| Fund Management at Engine No. 1 LLC | 3,007 | $522.2K | 0.10% | +204+7.3% | Added |
| SkyOak Wealth, LLC | 3,011 | $522.9K | 0.15% | 00.0% | Unchanged |
| Weik Capital Management | 3,013 | $523.2K | 0.25% | −175−5.5% | Reduced |
| Baldwin Brothers Inc | 3,014 | $523.4K | 0.04% | 00.0% | Unchanged |
| LMCG Investments, LLC | 3,022 | $524.8K | 0.03% | −10−0.3% | Reduced |
| PYA Waltman Capital, LLC | 3,164 | $526.1K | 0.23% | +759+31.6% | Added |
| Modera Wealth Management, LLC | 3,037 | $527.4K | 0.01% | +711+30.6% | Added |
| Van Eck Associates Corp | 3,045 | $529.0K | 0.00% | 00.0% | Unchanged |
| Park National Corp | 3,052 | $530.0K | 0.02% | −66−2.1% | Reduced |
| Pitcairn Co | 3,074 | $533.8K | 0.04% | −5−0.2% | Reduced |
| Brave Asset Management Inc | 3,080 | $534.9K | 0.16% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 3,096 | $537.7K | 0.02% | +3,096 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 3,102 | $538.7K | 0.07% | −298−8.8% | Reduced |
| Retirement Planning Group | 3,102 | $538.7K | 0.05% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,117 | $541.3K | 0.05% | −701−18.4% | Reduced |
| Joel Isaacson & Co., LLC | 3,123 | $542.4K | 0.04% | +10.0% | Added |
| Brighton Jones LLC | 3,131 | $543.7K | 0.03% | +140+4.7% | Added |
| Vident Investment Advisory, LLC | 3,142 | $546.0K | 0.02% | −16,028−83.6% | Reduced |
| MJP Associates Inc | 3,155 | $548.0K | 0.18% | −241−7.1% | Reduced |
| JNBA Financial Advisors | 3,158 | $548.4K | 0.07% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 3,161 | $549.0K | 0.05% | −38−1.2% | Reduced |
| Bridgefront Capital, LLC | 3,182 | $552.6K | 0.30% | +3,182 | New |
| Trust Co of Toledo NA | 3,184 | $552.9K | 0.09% | −458−12.6% | Reduced |
| Gyroscope Capital Management Group, LLC | 3,186 | $553.3K | 0.13% | +241+8.2% | Added |
| Saxon Interests, Inc. | 3,215 | $558.3K | 0.30% | +142+4.6% | Added |
| Ar Asset Management Inc | 3,264 | $567.0K | 0.15% | 00.0% | Unchanged |
| Ascent Group, LLC | 3,378 | $567.1K | 0.06% | −201−5.6% | Reduced |
| Apollon Wealth Management, LLC | 3,293 | $571.9K | 0.03% | −177−5.1% | Reduced |
| Echo Street Capital Management LLC | 3,295 | $572.2K | 0.00% | +3,295 | New |
| EP Wealth Advisors, LLC | 298,048 | $572.7K | 0.01% | +203,399+214.9% | Added |
| Davis R M Inc | 3,303 | $574.0K | 0.01% | 00.0% | Unchanged |
| Welch & Forbes LLC | 3,337 | $579.5K | 0.01% | +119+3.7% | Added |
| DoubleLine ETF Adviser LP | 3,348 | $581.4K | 0.21% | +721+27.4% | Added |
| Johnson Investment Counsel Inc | 3,348 | $581.5K | 0.01% | +1,313+64.5% | Added |
| Journey Advisory Group, LLC | 3,350 | $581.8K | 0.09% | −1,115−25.0% | Reduced |
| Tobam | 3,353 | $582.0K | 0.04% | −418−11.1% | Reduced |
| CIBC World Markets Inc. | 3,349 | $582.0K | 0.00% | +189+6.0% | Added |
| iA Global Asset Management Inc. | 3,381 | $587.0K | 0.02% | +3,381 | New |
| Wilson & Boucher Capital Management, LLC | 3,388 | $588.4K | 0.53% | 00.0% | Unchanged |
| Camden National Bank | 3,389 | $588.5K | 0.12% | +77+2.3% | Added |
| LVM Capital Management Ltd | 3,389 | $589.0K | 0.08% | −244−6.7% | Reduced |
| Wedbush Securities Inc | 3,410 | $592.0K | 0.03% | +538+18.7% | Added |
| Diversified Trust Co | 3,428 | $595.3K | 0.02% | −302−8.1% | Reduced |
| Smithfield Trust Co | 3,436 | $596.0K | 0.04% | −376−9.9% | Reduced |
| Strategic Advisors LLC | 3,432 | $596.1K | 0.11% | +32+0.9% | Added |
| Villere St Denis J & Co LLC | 3,433 | $596.2K | 0.04% | 00.0% | Unchanged |
| Inlet Private Wealth, LLC | 3,500 | $607.8K | 0.15% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 3,506 | $610.9K | 0.02% | −123−3.4% | Reduced |
| Pinnacle Bancorp, Inc. | 3,520 | $611.3K | 0.21% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 3,538 | $614.4K | 0.24% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 3,574 | $620.7K | 0.27% | +3,574 | New |
| Money Concepts Capital Corp | 3,572 | $620.8K | 0.06% | −13,703−79.3% | Reduced |
| Burns J W & Co Inc | 3,587 | $623.0K | 0.10% | 00.0% | Unchanged |
| Ci Investments Inc. | 3,585 | $623.0K | 0.00% | +45+1.3% | Added |
| DFPG Investments, LLC | 3,696 | $630.4K | 0.06% | −2,804−43.1% | Reduced |
| Lido Advisors, LLC | 3,695 | $641.8K | 0.01% | +884+31.4% | Added |
| Two Sigma Securities, LLC | 3,707 | $643.8K | 0.05% | +1,473+65.9% | Added |
| Glenview Trust Co | 3,708 | $643.9K | 0.02% | 00.0% | Unchanged |