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 |
|---|---|---|---|---|---|
| Members Capital Advisors Inc | 5,889 | $1.02M | 1.05% | −2,194−27.1% | Reduced |
| Aureus Asset Management, LLC | 5,930 | $1.03M | 0.08% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 5,933 | $1.03M | 0.66% | −41−0.7% | Reduced |
| BSW Wealth Partners | 5,938 | $1.03M | 0.22% | −3,875−39.5% | Reduced |
| Elmwood Wealth Management, Inc. | 5,941 | $1.03M | 0.48% | −177−2.9% | Reduced |
| Roundview Capital LLC | 5,947 | $1.03M | 0.10% | +20+0.3% | Added |
| Tocqueville Asset Management L.P. | 6,050 | $1.05M | 0.02% | 00.0% | Unchanged |
| Ossiam | 6,056 | $1.05M | 0.02% | −88,547−93.6% | Reduced |
| ISAM Funds (UK) Ltd | 6,093 | $1.06M | 0.95% | −2,422−28.4% | Reduced |
| Essex Financial Services, Inc. | 6,116 | $1.06M | 0.12% | −2,049−25.1% | Reduced |
| Moors & Cabot, Inc. | 6,128 | $1.06M | 0.07% | +371+6.4% | Added |
| Signaturefd, LLC | 6,141 | $1.07M | 0.03% | −420−6.4% | Reduced |
| Institute for Wealth Management, LLC. | 6,150 | $1.07M | 0.19% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 6,151 | $1.07M | 0.02% | +224+3.8% | Added |
| Bard Financial Services, Inc. | 6,185 | $1.07M | 0.08% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 6,233 | $1.08M | 0.95% | +227+3.8% | Added |
| Snowden Capital Advisors LLC | 6,274 | $1.09M | 0.04% | +1,554+32.9% | Added |
| Cubic Asset Management, LLC | 6,311 | $1.10M | 0.29% | −85−1.3% | Reduced |
| Beacon Investment Advisory Services, Inc. | 6,347 | $1.10M | 0.05% | +6,347 | New |
| Silvercrest Asset Management Group LLC | 6,512 | $1.13M | 0.01% | +96+1.5% | Added |
| Colony Group LLC | 6,512 | $1.13M | 0.02% | −1,503−18.8% | Reduced |
| Resources Management Corp | 6,592 | $1.15M | 0.18% | −5,082−43.5% | Reduced |
| Ballast, Inc. | 6,658 | $1.16M | 0.44% | +213+3.3% | Added |
| Courier Capital LLC | 6,673 | $1.16M | 0.09% | +3,955+145.5% | Added |
| Veriti Management LLC | 6,684 | $1.16M | 0.13% | +183+2.8% | Added |
| ProVise Management Group, LLC | 6,689 | $1.16M | 0.11% | +3,228+93.3% | Added |
| Guardian Capital Advisors LP | 6,843 | $1.17M | 0.13% | −150−2.1% | Reduced |
| Brinker Capital Investments, LLC | 6,750 | $1.17M | 0.01% | −3,628−35.0% | Reduced |
| Orion Portfolio Solutions, LLC | 6,750 | $1.17M | 0.01% | −3,628−35.0% | Reduced |
| Cetera Advisors LLC | 6,784 | $1.18M | 0.02% | +851+14.3% | Added |
| Vaughan David Investments LLC | 6,815 | $1.18M | 0.03% | −100−1.4% | Reduced |
| Atlantic Union Bankshares Corp | 6,825 | $1.19M | 0.12% | −113−1.6% | Reduced |
| AXS Investments LLC | 6,831 | $1.19M | 0.32% | +714+11.7% | Added |
| Vinva Investment Management Ltd | 6,939 | $1.19M | 0.10% | −393−5.4% | Reduced |
| Founders Financial Securities LLC | 6,851 | $1.19M | 0.16% | +399+6.2% | Added |
| Flputnam Investment Management Co | 6,864 | $1.19M | 0.03% | −560−7.5% | Reduced |
| Machina Capital S.A.S. | 6,878 | $1.19M | 0.68% | +6,070+751.2% | Added |
| Eagle Capital Management LLC | 6,900 | $1.20M | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 6,950 | $1.21M | 0.11% | +900+14.9% | Added |
| ING Groep NV | 6,959 | $1.21M | 0.01% | −22,111−76.1% | Reduced |
| Profund Advisors LLC | 6,963 | $1.21M | 0.06% | −148−2.1% | Reduced |
| Empowered Funds, LLC | 6,975 | $1.21M | 0.04% | +6,975 | New |
| EA Series Trust | 6,975 | $1.21M | 0.04% | +6,975 | New |
| DAGCO, Inc. | 6,985 | $1.21M | 0.60% | +20.0% | Added |
| Gifford Fong Associates | 7,000 | $1.22M | 0.29% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 7,007 | $1.22M | 0.01% | +3,417+95.2% | Added |
| Everence Capital Management Inc | 7,233 | $1.22M | 0.10% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 7,130 | $1.24M | 0.04% | +208+3.0% | Added |
| Ashton Thomas Private Wealth, LLC | 7,180 | $1.25M | 0.10% | −1,014−12.4% | Reduced |
| Sumitomo Life Insurance Co | 7,205 | $1.25M | 0.06% | −666−8.5% | Reduced |
| Venture Visionary Partners LLC | 7,266 | $1.26M | 0.07% | +180+2.5% | Added |
| Dakota Wealth Management | 7,271 | $1.26M | 0.06% | +1,871+34.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,286 | $1.27M | 0.03% | +21+0.3% | Added |
| Engineers Gate Manager LP | 7,317 | $1.27M | 0.05% | +7,317 | New |
| Choate Investment Advisors | 7,349 | $1.28M | 0.05% | +4,610+168.3% | Added |
| Tectonic Advisors LLC | 7,374 | $1.28M | 0.16% | +998+15.7% | Added |
| Mitchell McLeod Pugh & Williams Inc | 7,416 | $1.29M | 0.37% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 7,445 | $1.29M | 0.14% | −963−11.5% | Reduced |
| Tevis Investment Management | 7,465 | $1.30M | 1.27% | +23+0.3% | Added |
| David Loasby | 7,587 | $1.30M | 0.14% | +306+4.2% | Added |
| Academy Capital Management Inc | 7,535 | $1.31M | 0.26% | −597−7.3% | Reduced |
| Empirical Finance, LLC | 7,581 | $1.32M | 0.10% | +776+11.4% | Added |
| Canvas Wealth Advisors, LLC | 7,697 | $1.35M | 0.50% | +134+1.8% | Added |
| Savant Capital, LLC | 7,790 | $1.35M | 0.02% | +8+0.1% | Added |
| Moody National Bank Trust Division | 7,859 | $1.36M | 0.09% | +100+1.3% | Added |
| Argent Advisors, Inc. | 7,880 | $1.37M | 0.63% | −1,653−17.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 7,939 | $1.38M | 0.15% | +7,939 | New |
| TD Private Client Wealth LLC | 7,975 | $1.38M | 0.06% | −4,400−35.6% | Reduced |
| Pensionfund Sabic | 8,000 | $1.39M | 0.47% | 00.0% | Unchanged |
| Capital Wealth Planning, LLC | 8,000 | $1.39M | 0.02% | −36−0.4% | Reduced |
| Ancora Advisors, LLC | 8,067 | $1.40M | 0.04% | −87−1.1% | Reduced |
| We Are One Seven, LLC | 8,110 | $1.41M | 0.13% | +78+1.0% | Added |
| Steel Peak Wealth Management LLC | 8,112 | $1.41M | 0.08% | −52,298−86.6% | Reduced |
| Lowe Brockenbrough & Co Inc | 8,132 | $1.41M | 0.11% | −98−1.2% | Reduced |
| FOCUS Wealth Advisors, LLC | 8,149 | $1.42M | 0.96% | −638−7.3% | Reduced |
| Nilsine Partners, LLC | 8,157 | $1.42M | 0.21% | −13−0.2% | Reduced |
| Nixon Peabody Trust Co | 8,159 | $1.42M | 1.15% | −2,794−25.5% | Reduced |
| Benin Management CORP | 8,165 | $1.42M | 0.51% | −42−0.5% | Reduced |
| CoreCap Advisors, LLC | 8,204 | $1.42M | 0.10% | +8,204 | New |
| Accredited Investors Inc. | 8,226 | $1.43M | 0.10% | +8,226 | New |
| NewEdge Wealth, LLC | 8,230 | $1.43M | 0.05% | +2,264+37.9% | Added |
| FRG Family Wealth Advisors LLC | 8,275 | $1.44M | 0.31% | 00.0% | Unchanged |
| Ieq Capital, LLC | 8,281 | $1.44M | 0.03% | +409+5.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 8,291 | $1.44M | 0.11% | +68+0.8% | Added |
| Desjardins Global Asset Management Inc. | 8,392 | $1.46M | 0.17% | +104+1.3% | Added |
| Bailard, Inc. | 8,394 | $1.46M | 0.05% | −150−1.8% | Reduced |
| GSB Wealth Management, LLC | 8,399 | $1.46M | 0.47% | +643+8.3% | Added |
| Meiji Yasuda Life Insurance Co | 8,455 | $1.47M | 0.04% | +180+2.2% | Added |
| Comerica Securities,inc. | 8,474 | $1.47M | 0.10% | −135−1.6% | Reduced |
| Community Bank, N.A. | 8,590 | $1.49M | 0.20% | −40−0.5% | Reduced |
| Naples Global Advisors, LLC | 8,600 | $1.49M | 0.18% | +185+2.2% | Added |
| Old National Bancorp | 8,604 | $1.49M | 0.04% | −317−3.6% | Reduced |
| Bokf, NA | 8,749 | $1.52M | 0.03% | −258−2.9% | Reduced |
| Quantinno Capital Management LP | 8,754 | $1.52M | 0.09% | −716−7.6% | Reduced |
| Parallel Advisors, LLC | 8,874 | $1.54M | 0.05% | +707+8.7% | Added |
| Orleans Capital Management Corp | 8,980 | $1.56M | 1.11% | −50−0.6% | Reduced |
| Arden Trust Co | 9,132 | $1.59M | 0.26% | −3,951−30.2% | Reduced |
| NJ State Employees Deferred Compensation Plan | 9,243 | $1.61M | 0.23% | 00.0% | Unchanged |
| Horiko Capital Management LLC | 9,283 | $1.61M | 0.89% | −1,144−11.0% | Reduced |
| South Dakota Investment Council | 9,295 | $1.61M | 0.03% | −400−4.1% | Reduced |