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 |
|---|---|---|---|---|---|
| Mather Group, LLC. | 1,308 | $227.1K | 0.00% | +1,308 | New |
| Formidable Asset Management, LLC | 1,304 | $227.0K | 0.05% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 1,304 | $226.5K | 0.09% | 00.0% | Unchanged |
| Heron Financial Group, LLC | 1,303 | $226.3K | 0.12% | 00.0% | Unchanged |
| Change Path, LLC | 1,299 | $226.0K | 0.01% | +93+7.7% | Added |
| First Foundation Advisors | 1,296 | $225.1K | 0.01% | +1,296 | New |
| Delta Asset Management LLC | 1,296 | $225.1K | 0.02% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 1,288 | $223.7K | 0.01% | −143−10.0% | Reduced |
| Live Oak Private Wealth LLC | 1,286 | $223.3K | 0.04% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 1,285 | $223.2K | 0.02% | −126−8.9% | Reduced |
| Farmers Trust Co | 1,282 | $222.6K | 0.05% | −5−0.4% | Reduced |
| RSM US Wealth Management LLC | 1,278 | $221.9K | 0.01% | +13+1.0% | Added |
| Hilltop Holdings Inc. | 1,264 | $219.5K | 0.03% | +1,264 | New |
| Dearborn Partners LLC | 1,261 | $219.0K | 0.01% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 1,275 | $218.0K | 0.03% | +69+5.7% | Added |
| Inscription Capital, LLC | 1,254 | $217.7K | 0.07% | +7+0.6% | Added |
| Caldwell Sutter Capital, Inc. | 1,242 | $215.7K | 0.11% | +387+45.3% | Added |
| Boothbay Fund Management, LLC | 1,241 | $215.5K | 0.01% | −1,454−54.0% | Reduced |
| Eagle Bay Advisors LLC | 1,241 | $215.5K | 0.12% | −64−4.9% | Reduced |
| Asset Allocation & Management Company, LLC | 1,236 | $215.0K | 0.09% | −3,888−75.9% | Reduced |
| Santori & Peters | 1,236 | $214.7K | 0.11% | 00.0% | Unchanged |
| PFG Advisors | 1,233 | $214.1K | 0.02% | +1,233 | New |
| Liberty Capital Management, Inc. | 1,230 | $213.6K | 0.06% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 1,229 | $213.5K | 0.01% | +1,229 | New |
| SFMG, LLC | 1,229 | $213.4K | 0.02% | +21+1.7% | Added |
| Jackson Creek Investment Advisors LLC | 1,228 | $213.0K | 0.09% | +1,228 | New |
| C M Bidwell & Associates Ltd | 1,225 | $212.7K | 0.16% | +1,225 | New |
| Sovereign Financial Group, Inc. | 1,220 | $211.9K | 0.07% | 00.0% | Unchanged |
| Laffer Tengler Investments | 1,217 | $211.3K | 0.06% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,215 | $211.0K | 0.06% | −137−10.1% | Reduced |
| CRA Financial Services, LLC | 1,215 | $211.0K | 0.06% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 1,213 | $210.6K | 0.02% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1,210 | $210.1K | 0.08% | 00.0% | Unchanged |
| Wealth Architects, LLC | 1,205 | $209.3K | 0.03% | −6−0.5% | Reduced |
| Delta Financial Group, Inc. | 1,205 | $209.0K | 0.25% | −123−9.3% | Reduced |
| Meridian Wealth Management, LLC | 1,202 | $208.8K | 0.02% | −194−13.9% | Reduced |
| AFS Financial Group, LLC | 1,200 | $208.4K | 0.14% | −50−4.0% | Reduced |
| Builder Investment Group Inc | 1,200 | $208.4K | 0.08% | 00.0% | Unchanged |
| Cape Ann Savings Bank | 1,200 | $208.4K | 0.14% | 00.0% | Unchanged |
| Salzhauer Michael | 1,200 | $208.4K | 0.22% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 1,200 | $208.4K | 0.06% | 00.0% | Unchanged |
| First National Advisers, LLC | 1,199 | $208.0K | 0.19% | −12−1.0% | Reduced |
| IVC Wealth Advisors LLC | 1,190 | $206.7K | 0.13% | +6+0.5% | Added |
| Cornell Pochily Investment Advisors, Inc. | 1,189 | $206.5K | 0.08% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 1,186 | $206.0K | 0.06% | +11+0.9% | Added |
| Intercontinental Wealth Advisors, LLC | 1,174 | $203.9K | 0.05% | +1,174 | New |
| Baxter Bros Inc | 1,171 | $203.4K | 0.03% | 00.0% | Unchanged |
| Apella Capital, LLC | 1,169 | $203.0K | 0.01% | +1,169 | New |
| Capital Investment Advisors, LLC | 1,168 | $202.8K | 0.01% | +1,168 | New |
| Jarislowsky, Fraser Ltd | 1,165 | $202.3K | 0.00% | +1,165 | New |
| Wealthspan Partners, LLC | 1,163 | $202.0K | 0.16% | +1,163 | New |
| Castle Rock Wealth Management, LLC | 1,170 | $201.9K | 0.07% | −1,064−47.6% | Reduced |
| Winning Points Advisors, LLC | 1,056 | $201.2K | 0.31% | +1,056 | New |
| United Community Bank | 1,125 | $195.4K | 0.17% | +145+14.8% | Added |
| SRS Capital Advisors, Inc. | 1,124 | $195.2K | 0.02% | +58+5.4% | Added |
| Farmers & Merchants Investments Inc | 1,111 | $192.9K | 0.01% | −17−1.5% | Reduced |
| Washington Trust Co | 1,110 | $192.8K | 0.01% | −16−1.4% | Reduced |
| Blume Capital Management, Inc. | 1,100 | $191.0K | 0.06% | 00.0% | Unchanged |
| Centennial Bank | 1,066 | $185.1K | 0.12% | 00.0% | Unchanged |
| Key Financial Inc | 1,065 | $184.9K | 0.06% | +29+2.8% | Added |
| Quent Capital, LLC | 1,038 | $180.3K | 0.03% | +3+0.3% | Added |
| Glen Eagle Advisors, LLC | 1,018 | $176.6K | 0.04% | +298+41.4% | Added |
| Kapitalo Investimentos Ltda | 1,017 | $176.6K | 0.03% | +1,017 | New |
| MV Capital Management, Inc. | 1,010 | $175.4K | 0.02% | +11+1.1% | Added |
| Pin Oak Investment Advisors Inc | 997 | $173.0K | 0.19% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 970 | $168.5K | 0.01% | −225−18.8% | Reduced |
| Tortoise Investment Management, LLC | 956 | $166.0K | 0.02% | +50+5.5% | Added |
| St Germain D J Co Inc | 954 | $165.7K | 0.01% | +954 | New |
| Capstone Investment Advisors, LLC | 950 | $165.0K | 0.00% | −150−13.6% | Reduced |
| Logan Capital Management Inc | 950 | $165.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 941 | $163.4K | 0.01% | +200+27.0% | Added |
| Focused Wealth Management, Inc | 924 | $160.5K | 0.03% | +3+0.3% | Added |
| Core Alternative Capital | 910 | $158.0K | 0.02% | +40+4.6% | Added |
| Estabrook Capital Management | 904 | $157.0K | 0.03% | −6−0.7% | Reduced |
| Deseret Mutual Benefit Administrators | 902 | $156.6K | 0.06% | −12−1.3% | Reduced |
| Horizons Wealth Management | 896 | $155.6K | 0.11% | 00.0% | Unchanged |
| Pflug Koory, LLC | 893 | $155.1K | 0.08% | −75−7.7% | Reduced |
| Fairfield, Bush & Co. | 876 | $152.1K | 0.04% | +876 | New |
| Tilia Fiduciary Partners, Inc. | 858 | $149.0K | 0.13% | +2+0.2% | Added |
| Bangor Savings Bank | 848 | $147.3K | 0.02% | 00.0% | Unchanged |
| First Community Trust NA | 845 | $146.7K | 0.16% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 831 | $144.4K | 0.02% | −114−12.1% | Reduced |
| Point72 Asset Management, L.P. | 830 | $144.1K | 0.00% | −27,376−97.1% | Reduced |
| Harbour Investments, Inc. | 801 | $139.1K | 0.01% | +24+3.1% | Added |
| Global Financial Private Client, LLC | 800 | $138.5K | 0.07% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 767 | $133.2K | 0.02% | +47+6.5% | Added |
| Citizens National Bank Trust Department | 750 | $130.2K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 744 | $129.2K | 0.01% | −9−1.2% | Reduced |
| Field & Main Bank | 743 | $129.0K | 0.07% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 725 | $125.9K | 0.00% | +25+3.6% | Added |
| Brown Brothers Harriman & Co | 710 | $123.3K | 0.00% | −209−22.7% | Reduced |
| Tompkins Financial Corp | 702 | $121.9K | 0.02% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 701 | $121.7K | 0.03% | 00.0% | Unchanged |
| Alta Advisers Ltd | 700 | $121.6K | 0.07% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 679 | $117.9K | 0.02% | 00.0% | Unchanged |
| Adirondack Trust Co | 680 | $117.4K | 0.05% | 00.0% | Unchanged |
| Financial Freedom, LLC | 653 | $113.5K | 0.08% | 00.0% | Unchanged |
| Clean Yield Group | 650 | $112.9K | 0.05% | −163−20.0% | Reduced |
| Monetary Management Group Inc | 650 | $112.9K | 0.03% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 639 | $111.0K | 0.02% | +1+0.2% | Added |