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 |
|---|---|---|---|---|---|
| Copperwynd Financial, LLC | 3,717 | $645.4K | 0.30% | +40+1.1% | Added |
| Tradition Wealth Management, LLC | 3,729 | $648.0K | 0.08% | +68+1.9% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 3,737 | $649.0K | 0.75% | −1,767−32.1% | Reduced |
| Kanawha Capital Management LLC | 3,762 | $653.3K | 0.06% | +10+0.3% | Added |
| High Note Wealth, LLC | 3,768 | $654.4K | 0.27% | +36+1.0% | Added |
| Duality Advisers, LP | 3,788 | $657.8K | 0.08% | −17,158−81.9% | Reduced |
| Van Hulzen Asset Management, LLC | 3,792 | $659.0K | 0.06% | −700−15.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 3,803 | $660.4K | 0.04% | +44+1.2% | Added |
| SlateStone Wealth, LLC | 3,805 | $661.0K | 0.12% | −214−5.3% | Reduced |
| Boston Financial Mangement LLC | 3,819 | $663.2K | 0.02% | +3,819 | New |
| Harbor Capital Advisors, Inc. | 3,835 | $666.0K | 0.13% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 3,844 | $667.6K | 0.03% | +443+13.0% | Added |
| Lindbrook Capital, LLC | 3,847 | $668.1K | 0.07% | +25+0.7% | Added |
| Bremer Bank National Association | 3,847 | $668.1K | 0.13% | −430−10.1% | Reduced |
| Tradewinds, LLC. | 3,853 | $669.1K | 0.39% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 3,855 | $669.5K | 0.05% | +1,133+41.6% | Added |
| Penserra Capital Management LLC | 3,881 | $672.0K | 0.01% | +1,327+52.0% | Added |
| JB Capital LLC | 3,875 | $672.7K | 0.06% | −75−1.9% | Reduced |
| Busey Wealth Management | 3,890 | $675.5K | 0.03% | −858−18.1% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 3,891 | $675.7K | 0.41% | −125−3.1% | Reduced |
| Qsemble Capital Management, LP | 3,900 | $677.3K | 0.48% | +3,900 | New |
| Cambria Investment Management, L.P. | 3,901 | $677.4K | 0.06% | −913−19.0% | Reduced |
| Bank of Stockton | 3,907 | $678.5K | 0.23% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 3,921 | $680.9K | 0.02% | −71−1.8% | Reduced |
| Beaumont Financial Advisors, LLC | 3,933 | $683.1K | 0.06% | +6+0.2% | Added |
| Forza Wealth Management, LLC | 3,957 | $687.2K | 0.35% | −133−3.3% | Reduced |
| Davenport & Co LLC | 3,965 | $688.6K | 0.01% | +34+0.9% | Added |
| FinTrust Capital Advisors, LLC | 3,697 | $693.1K | 0.17% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 4,000 | $694.6K | 0.43% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 4,000 | $694.7K | 0.01% | −238−5.6% | Reduced |
| Ballentine Partners, LLC | 4,004 | $695.3K | 0.02% | −952−19.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 4,029 | $700.0K | 0.03% | −27−0.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,041 | $701.8K | 0.07% | +60+1.5% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 4,054 | $704.0K | 0.08% | +115+2.9% | Added |
| Sequoia Financial Advisors, LLC | 4,072 | $707.1K | 0.01% | −11−0.3% | Reduced |
| Resources Investment Advisors, LLC. | 4,078 | $708.2K | 0.02% | +108+2.7% | Added |
| Allworth Financial LP | 4,088 | $709.9K | 0.01% | +843+26.0% | Added |
| Federation des caisses Desjardins du Quebec | 4,101 | $712.2K | 0.01% | −11,490−73.7% | Reduced |
| Providence Wealth Advisors, LLC | 4,128 | $712.5K | 0.79% | 00.0% | Unchanged |
| Trust Co of Vermont | 4,110 | $713.7K | 0.05% | −127−3.0% | Reduced |
| Mission Wealth Management, LP | 4,160 | $722.5K | 0.03% | −55−1.3% | Reduced |
| AMG National Trust Bank | 4,200 | $729.4K | 0.02% | −1,003−19.3% | Reduced |
| Zions Bancorporation, N.A. | 4,214 | $731.8K | 0.06% | +740+21.3% | Added |
| Banque Cantonale Vaudoise | 4,221 | $733.0K | 0.03% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 4,224 | $733.5K | 0.08% | +637+17.8% | Added |
| Prostatis Group LLC | 692,624 | $735.2K | 0.34% | +688,174+15,464.6% | Added |
| Wealthsource Partners, LLC | 4,234 | $735.3K | 0.05% | −104−2.4% | Reduced |
| Atria Wealth Solutions, Inc. | 4,265 | $740.5K | 0.01% | −9,925−69.9% | Reduced |
| Wealth Quarterback LLC | 4,291 | $745.2K | 0.52% | −134−3.0% | Reduced |
| Vectors Research Management, LLC | 4,301 | $747.0K | 0.21% | +76+1.8% | Added |
| Mirabella Financial Services LLP | 4,311 | $748.6K | 0.09% | +2,569+147.5% | Added |
| Bridges Investment Management Inc | 4,315 | $749.3K | 0.03% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 4,323 | $750.7K | 0.66% | +4,323 | New |
| Forum Financial Management, LP | 4,397 | $763.6K | 0.02% | +86+2.0% | Added |
| Investors Asset Management of Georgia Inc | 4,511 | $783.4K | 0.40% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 4,541 | $788.6K | 0.09% | +817+21.9% | Added |
| CAPROCK Group, Inc. | 4,569 | $793.5K | 0.06% | +46+1.0% | Added |
| Boston Private Wealth LLC | 4,658 | $808.9K | 0.01% | −397−7.9% | Reduced |
| FineMark National Bank & Trust | 4,670 | $811.0K | 0.03% | +10.0% | Added |
| Lederer & Associates Investment Counsel | 4,685 | $814.0K | 0.61% | +232+5.2% | Added |
| Stock Yards Bank & Trust Co | 4,700 | $816.2K | 0.03% | +105+2.3% | Added |
| AE Wealth Management LLC | 4,748 | $824.6K | 0.00% | −151−3.1% | Reduced |
| DCM Advisors, LLC | 4,779 | $829.9K | 0.36% | −35−0.7% | Reduced |
| Abner Herrman & Brock LLC | 4,782 | $830.0K | 0.12% | −23,475−83.1% | Reduced |
| Continuum Advisory, LLC | 4,807 | $834.8K | 0.13% | +4,807 | New |
| HBK Sorce Advisory LLC | 4,814 | $836.0K | 0.04% | −330−6.4% | Reduced |
| Balentine LLC | 4,871 | $845.9K | 0.03% | −621−11.3% | Reduced |
| Alberta Investment Management Corp | 4,900 | $850.9K | 0.01% | 00.0% | Unchanged |
| Versor Investments LP | 4,904 | $851.6K | 0.15% | −1,678−25.5% | Reduced |
| Fox Run Management, L.L.C. | 4,910 | $852.7K | 0.24% | +4,910 | New |
| Bank of Hawaii | 4,977 | $864.3K | 0.05% | −42−0.8% | Reduced |
| Hanson & Doremus Investment Management | 4,979 | $865.0K | 0.18% | −12−0.2% | Reduced |
| Crestline Management, LP | 5,000 | $868.3K | 0.09% | +5,000 | New |
| Vestcor Inc | 5,012 | $870.0K | 0.03% | −593−10.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 5,072 | $880.9K | 0.01% | −15,277−75.1% | Reduced |
| United Capital Financial Advisers, LLC | 5,105 | $886.5K | 0.00% | −1,105−17.8% | Reduced |
| Guyasuta Investment Advisors Inc | 5,112 | $887.8K | 0.07% | 00.0% | Unchanged |
| Qtron Investments LLC | 5,135 | $891.7K | 0.17% | +1,593+45.0% | Added |
| Merit Financial Group, LLC | 5,172 | $898.2K | 0.03% | +91+1.8% | Added |
| Private Trust Co NA | 5,287 | $918.1K | 0.12% | +195+3.8% | Added |
| Paradigm Asset Management Co LLC | 5,300 | $920.4K | 0.25% | +900+20.5% | Added |
| Claro Advisors LLC | 5,318 | $923.5K | 0.23% | +3,865+266.0% | Added |
| Harvest Volatility Management LLC | 5,352 | $929.4K | 0.19% | +244+4.8% | Added |
| Advisor OS, LLC | 5,425 | $942.2K | 0.15% | −3,475−39.0% | Reduced |
| Lincoln National Corp | 5,456 | $947.5K | 0.02% | +602+12.4% | Added |
| Union Savings Bank | 5,503 | $949.8K | 0.57% | +5,503 | New |
| Quantitative Investment Management, LLC | 5,523 | $959.0K | 0.09% | +5,523 | New |
| PEAK6 Investments LLC | 5,569 | $967.1K | 0.08% | +12+0.2% | Added |
| Rosenbaum Jay D. | 5,597 | $972.0K | 1.56% | +416+8.0% | Added |
| Haverford Trust Co | 5,607 | $973.7K | 0.01% | +426+8.2% | Added |
| Nicholas Hoffman & Company, LLC. | 5,659 | $982.7K | 0.04% | −603−9.6% | Reduced |
| Beverly Hills Private Wealth, LLC | 5,861 | $988.5K | 0.16% | +2,102+55.9% | Added |
| Procyon Private Wealth Partners, LLC | 5,717 | $992.8K | 0.12% | +3,993+231.6% | Added |
| Belpointe Asset Management LLC | 5,723 | $994.0K | 0.11% | −3,660−39.0% | Reduced |
| Focus Financial Network, Inc. | 5,752 | $998.9K | 0.06% | +10.0% | Added |
| Dynamic Advisor Solutions LLC | 5,755 | $999.4K | 0.05% | +183+3.3% | Added |
| Douglass Winthrop Advisors, LLC | 5,777 | $1.00M | 0.02% | 00.0% | Unchanged |
| Fiduciary Trust Co | 5,802 | $1.01M | 0.02% | +457+8.6% | Added |
| Impax Asset Management Group plc | 5,847 | $1.02M | 0.00% | −572−8.9% | Reduced |
| Central Trust Co | 5,871 | $1.02M | 0.03% | +833+16.5% | Added |