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
- 1,287
- +26 vs. Q1 2023
- Shares held
- 188.3M
- −1.90M (−1.0%) vs. Q1 2023
- Total value
- $32.5B
- +$234.3M (+0.7%) vs. Q1 2023
- New holders
- 118
- 462 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 |
|---|---|---|---|---|---|
| Great Point Wealth Advisors, LLC | 1,778 | $308.7K | 0.09% | +3+0.2% | Added |
| V-Square Quantitative Management LLC | 1,769 | $307.2K | 0.22% | −139−7.3% | Reduced |
| FFT Wealth Management LLC | 1,755 | $304.8K | 0.04% | +1+0.1% | Added |
| Gryphon Financial Partners LLC | 1,745 | $303.1K | 0.07% | −124−6.6% | Reduced |
| Pavion Blue Capital, LLC | 1,724 | $299.4K | 0.17% | +36+2.1% | Added |
| Fiduciary Group LLC | 1,716 | $298.0K | 0.04% | −150−8.0% | Reduced |
| Basepoint Wealth LLC | 1,715 | $297.9K | 0.25% | +11+0.6% | Added |
| UniSuper Management Pty Ltd | 1,700 | $295.2K | 0.00% | +1,700 | New |
| 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 |
| WSFS Capital Management, LLC | 1,695 | $294.4K | 0.03% | +357+26.7% | Added |
| Pearl River Capital, LLC | 1,685 | $292.6K | 0.05% | +1,685 | New |
| Destination Wealth Management | 1,682 | $292.1K | 0.01% | −276−14.1% | Reduced |
| Virtu Financial LLC | 1,675 | $291.0K | 0.02% | −7,197−81.1% | Reduced |
| Charter Trust Co | 1,666 | $289.3K | 0.02% | 00.0% | Unchanged |
| Intrua Financial, LLC | 1,662 | $288.6K | 0.05% | +1,662 | New |
| Schmidt P J Investment Management Inc | 1,674 | $288.2K | 0.06% | +4+0.2% | Added |
| Parkside Financial Bank & Trust | 1,659 | $288.1K | 0.07% | +19+1.2% | Added |
| Humankind Investments LLC | 1,659 | $288.1K | 0.11% | +1,659 | New |
| CWA Asset Management Group, LLC | 1,654 | $287.2K | 0.02% | −781−32.1% | Reduced |
| Five Oceans Advisors | 1,627 | $282.5K | 0.18% | +192+13.4% | Added |
| StoneX Group Inc. | 1,625 | $282.2K | 0.03% | +1,625 | New |
| Sawgrass Asset Management LLC | 1,613 | $280.1K | 0.03% | −5,399−77.0% | Reduced |
| Relaxing Retirement Coach | 1,612 | $279.9K | 0.08% | +12+0.8% | Added |
| Woodmont Investment Counsel LLC | 1,608 | $279.2K | 0.03% | +17+1.1% | Added |
| Golden State Equity Partners | 1,606 | $278.9K | 0.08% | +157+10.8% | Added |
| Howland Capital Management LLC | 1,596 | $277.2K | 0.02% | +102+6.8% | Added |
| Brookstone Capital Management | 1,613 | $276.9K | 0.01% | +11+0.7% | Added |
| Altfest L J & Co Inc | 1,589 | $276.0K | 0.04% | +1+0.1% | 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 |
| Northwest Quadrant Wealth Management, LLC | 1,580 | $274.4K | 0.08% | +8+0.5% | Added |
| Essex Savings Bank | 1,579 | $274.2K | 0.09% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 1,577 | $274.0K | 0.02% | +1,577 | New |
| Somerville Kurt F | 1,575 | $273.5K | 0.05% | 00.0% | Unchanged |
| Jump Financial, LLC | 1,571 | $272.8K | 0.01% | +1,571 | New |
| Monument Capital Management | 1,570 | $272.7K | 0.09% | +227+16.9% | Added |
| TrinityPoint Wealth, LLC | 1,568 | $272.3K | 0.05% | +1+0.1% | Added |
| Csenge Advisory Group | 1,567 | $272.1K | 0.02% | +3+0.2% | Added |
| Eudaimonia Partners, LLC | 1,564 | $271.6K | 0.06% | +1,564 | New |
| Burke & Herbert Bank & Trust Co | 1,562 | $271.3K | 0.18% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,561 | $271.0K | 0.10% | 00.0% | Unchanged |
| Randolph Co Inc | 1,555 | $270.0K | 0.04% | −22−1.4% | Reduced |
| D L Carlson Investment Group Inc | 1,551 | $269.3K | 0.05% | −101−6.1% | Reduced |
| PrairieView Partners, LLC | 1,550 | $269.0K | 0.04% | +1,550 | New |
| Heritage Wealth Advisors | 1,548 | $268.9K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,528 | $265.4K | 0.01% | −751−33.0% | Reduced |
| Shelton Capital Management | 1,523 | $264.5K | 0.01% | +76+5.3% | Added |
| Eagle Harbor Asset Management Inc | 1,522 | $264.3K | 0.35% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 1,522 | $264.0K | 0.16% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,520 | $264.0K | 0.06% | −4−0.3% | Reduced |
| McKinley Carter Wealth Services, Inc. | 1,517 | $263.5K | 0.02% | 00.0% | Unchanged |
| Carr Financial Group Corp | 1,517 | $263.4K | 0.11% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 1,515 | $263.1K | 0.01% | +28+1.9% | Added |
| CX Institutional | 1,514 | $262.9K | 0.01% | +1,514 | New |
| Insigneo Advisory Services, LLC | 1,503 | $261.0K | 0.05% | +1,503 | New |
| Fiera Capital Corp | 1,501 | $260.7K | 0.00% | +1,501 | New |
| Sloy Dahl & Holst, LLC | 1,499 | $260.3K | 0.05% | 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 |
| Thomasville National Bank | 1,490 | $258.8K | 0.02% | 00.0% | Unchanged |
| Renaissance Group LLC | 1,487 | $258.2K | 0.01% | +146+10.9% | Added |
| Windsor Capital Management, LLC | 1,486 | $258.1K | 0.09% | +11+0.7% | Added |
| Advisors Capital Management, LLC | 1,487 | $258.0K | 0.01% | −47−3.1% | Reduced |
| Daymark Wealth Partners, LLC | 1,482 | $257.4K | 0.02% | +1,482 | New |
| Proficio Capital Partners LLC | 1,482 | $257.3K | 0.04% | −370−20.0% | Reduced |
| Mutual Advisors, LLC | 1,478 | $256.7K | 0.01% | +96+6.9% | Added |
| American Trust | 1,475 | $256.1K | 0.02% | −144−8.9% | Reduced |
| Centiva Capital, LP | 1,470 | $255.3K | 0.01% | −10,909−88.1% | Reduced |
| Wedmont Private Capital | 1,527 | $253.3K | 0.03% | +216+16.5% | Added |
| Congress Wealth Management LLC | 1,453 | $252.4K | 0.01% | +113+8.4% | Added |
| Fairhaven Wealth Management, LLC | 1,444 | $250.8K | 0.10% | +1,444 | New |
| Schear Investment Advisers, LLC | 1,439 | $249.9K | 0.26% | −20−1.4% | Reduced |
| Tiemann Investment Advisors, LLC | 1,435 | $249.2K | 0.13% | −15−1.0% | Reduced |
| Advisory Research Inc | 1,429 | $248.2K | 0.03% | +1,429 | New |
| New Hampshire Trust | 1,428 | $248.0K | 0.06% | +84+6.3% | Added |
| Wealth Effects LLC | 1,418 | $246.2K | 0.11% | −81−5.4% | Reduced |
| HRT Financial LP | 1,421 | $246.0K | 0.00% | −11,944−89.4% | Reduced |
| Colonial Trust Co | 1,415 | $245.7K | 0.06% | −161−10.2% | Reduced |
| Virginia Wealth Management Group, Inc. | 1,410 | $244.8K | 0.17% | +8+0.6% | Added |
| Peachtree Investment Partners, LLC | 1,407 | $244.3K | 0.11% | −32−2.2% | Reduced |
| Oak Associates, Ltd | 1,403 | $243.6K | 0.02% | −1,440−50.7% | Reduced |
| 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 |
| Caldwell Trust Co | 1,378 | $239.3K | 0.03% | +93+7.2% | Added |
| Anchor Investment Management, LLC | 1,375 | $238.8K | 0.03% | −50−3.5% | Reduced |
| Henrickson Nauta Wealth Advisors, Inc. | 1,373 | $238.4K | 0.16% | 00.0% | Unchanged |
| First Nebraska Trust Co | 1,370 | $237.9K | 0.03% | 00.0% | Unchanged |
| Great Waters Wealth Management | 1,361 | $236.3K | 0.05% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,359 | $236.0K | 0.05% | −28−2.0% | Reduced |
| Manchester Capital Management LLC | 1,358 | $235.8K | 0.03% | −2−0.1% | Reduced |
| JFS Wealth Advisors, LLC | 1,353 | $234.9K | 0.02% | −1−0.1% | Reduced |
| Nations Financial Group Inc, | 1,351 | $234.6K | 0.02% | +1,351 | New |
| NorthRock Partners, LLC | 1,348 | $234.0K | 0.03% | −6−0.4% | Reduced |
| Legacy Trust | 1,346 | $233.7K | 0.06% | +10+0.7% | Added |
| Chicago Trust Co NA | 1,344 | $233.4K | 0.06% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 1,340 | $232.7K | 0.09% | +49+3.8% | Added |
| Moneta Group Investment Advisors LLC | 1,330 | $231.0K | 0.01% | +120+9.9% | Added |
| Pettee Investors, Inc. | 1,322 | $229.6K | 0.10% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 1,320 | $229.2K | 0.29% | 00.0% | Unchanged |