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; 1,868 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 | 1,868 | $61.0B |
| Q1 2026 | 1,804 | $52.1B |
| Q4 2025 | 1,779 | $53.8B |
| Q3 2025 | 1,680 | $51.9B |
| Q2 2025 | 1,638 | $50.7B |
| Q1 2025 | 1,644 | $49.8B |
| Q4 2024 | 1,589 | $45.6B |
| Q3 2024 | 1,470 | $44.0B |
| Q2 2024 | 1,414 | $38.8B |
| Q1 2024 | 1,451 | $43.6B |
| Q4 2023 | 1,333 | $36.0B |
| Q3 2023 | 1,259 | $30.5B |
| Q2 2023 | 1,287 | $32.5B |
| Q1 2023 | 1,269 | $32.3B |
| Q4 2022 | 1,303 | $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 |
|---|---|---|---|---|---|
| Dougherty Wealth Advisers LLC | 628 | $109.1K | 0.15% | 00.0% | Unchanged |
| City Holding Co | 606 | $105.2K | 0.02% | 00.0% | Unchanged |
| West Tower Group, LLC | 603 | $104.7K | 0.07% | +603 | New |
| Bray Capital Advisors | 596 | $103.5K | 0.03% | 00.0% | Unchanged |
| Clear Street Markets LLC | 590 | $102.0K | 0.04% | +590 | New |
| IFP Advisors, Inc | 1,140 | $100.7K | 0.01% | +234+25.8% | Added |
| Atwood & Palmer Inc | 573 | $99.5K | 0.01% | +325+131.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 567 | $98.6K | 0.01% | +1+0.2% | Added |
| Valley National Advisers Inc | 550 | $96.0K | 0.02% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 547 | $95.0K | 0.03% | −50−8.4% | Reduced |
| Gradient Investments LLC | 541 | $93.9K | 0.00% | −20−3.6% | Reduced |
| CGC Financial Services, LLC | 536 | $93.1K | 0.06% | +536 | New |
| Baystate Wealth Management LLC | 532 | $92.5K | 0.01% | −16−2.9% | Reduced |
| Resurgent Financial Advisors LLC | 515 | $89.4K | 0.06% | +7+1.4% | Added |
| Rocky Mountain Advisers, LLC | 515 | $88.3K | 0.05% | 00.0% | Unchanged |
| O'Dell Group, LLC | 508 | $88.2K | 0.03% | +508 | New |
| Tanglewood Legacy Advisors, LLC | 500 | $86.8K | 0.05% | 00.0% | Unchanged |
| American National Bank | 496 | $86.1K | 0.01% | +77+18.4% | Added |
| CVA Family Office, LLC | 475 | $82.5K | 0.02% | +103+27.7% | Added |
| Endurance Wealth Management, Inc. | 475 | $82.0K | 0.01% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 454 | $78.8K | 0.08% | +3+0.7% | Added |
| Ridgewood Investments LLC | 444 | $77.0K | 0.04% | −632−58.7% | Reduced |
| Harbor Investment Advisory, LLC | 432 | $75.0K | 0.01% | +33+8.3% | Added |
| Old Point Trust & Financial Services N A | 420 | $72.9K | 0.03% | +420 | New |
| Fiduciary Alliance LLC | 412 | $71.5K | 0.02% | +412 | New |
| Massmutual Trust Co FSB | 410 | $71.2K | 0.00% | +176+75.2% | Added |
| Vestor Capital, LLC | 411 | $71.0K | 0.01% | +124+43.2% | Added |
| Duncker Streett & Co Inc | 398 | $69.2K | 0.02% | −40−9.1% | Reduced |
| Prestige Wealth Management Group LLC | 395 | $68.6K | 0.02% | +52+15.2% | Added |
| First Financial Corp | 381 | $66.2K | 0.04% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 378 | $65.6K | 0.01% | +51+15.6% | Added |
| Sunbelt Securities, Inc. | 360 | $62.6K | 0.01% | +1+0.3% | Added |
| Financial Perspectives, Inc | 344 | $59.7K | 0.03% | +1+0.3% | Added |
| Central Bank & Trust Co | 340 | $59.0K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 332 | $57.6K | 0.03% | +101+43.7% | Added |
| Washington Trust Advisors, Inc. | 325 | $56.5K | 0.01% | +1+0.3% | Added |
| RE Dickinson Investment Advisors, LLC | 325 | $56.0K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 315 | $54.7K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 310 | $54.0K | 0.01% | +189+156.2% | Added |
| Castleview Partners, LLC | 310 | $53.8K | 0.05% | −19−5.8% | Reduced |
| Norwood Financial Corp | 310 | $53.8K | 0.08% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 309 | $53.7K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 306 | $53.2K | 0.01% | −32−9.5% | Reduced |
| Harvest Fund Management Co., Ltd | 301 | $52.0K | 0.01% | +301 | New |
| TCTC Holdings, LLC | 298 | $51.8K | 0.00% | −50−14.4% | Reduced |
| Westside Investment Management, Inc. | 291 | $50.5K | 0.01% | −43−12.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 289 | $50.1K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 279 | $48.5K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 278 | $48.3K | 0.01% | 00.0% | Unchanged |
| Rational Advisors LLC | 275 | $47.8K | 0.00% | −11−3.8% | Reduced |
| Jones Financial Companies LLLP | 267 | $46.4K | 0.00% | −45−14.4% | Reduced |
| Covestor Ltd | 263 | $46.0K | 0.04% | +161+157.8% | Added |
| Tyler-Stone Wealth Management | 264 | $46.0K | 0.03% | +264 | New |
| Safeguard Financial, LLC | 265 | $46.0K | 0.02% | +265 | New |
| Bourgeon Capital Management LLC | 263 | $45.7K | 0.01% | +1+0.4% | Added |
| Crewe Advisors LLC | 259 | $45.0K | 0.01% | +2+0.8% | Added |
| Farther Finance Advisors, LLC | 257 | $44.6K | 0.01% | +8+3.2% | Added |
| Hexagon Capital Partners LLC | 252 | $43.8K | 0.01% | −6−2.3% | Reduced |
| Godsey & Gibb Associates | 250 | $43.4K | 0.00% | +250 | New |
| Piscataqua Savings Bank | 241 | $41.9K | 0.03% | −19−7.3% | Reduced |
| Thompson Siegel & Walmsley LLC | 234 | $41.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 233 | $40.5K | 0.02% | 00.0% | Unchanged |
| CNB Bank | 231 | $40.1K | 0.02% | 00.0% | Unchanged |
| Motco | 228 | $39.6K | 0.00% | +14+6.5% | Added |
| Carmichael Hill & Associates, Inc. | 227 | $39.4K | 0.02% | +150+194.8% | Added |
| Sit Investment Associates Inc | 226 | $39.0K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 221 | $38.4K | 0.00% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 216 | $37.5K | 0.03% | +216 | New |
| Gould Capital, LLC | 211 | $36.6K | 0.03% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 210 | $36.5K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 209 | $36.3K | 0.01% | −10−4.6% | Reduced |
| Dividend Assets Capital, LLC | 207 | $36.0K | 0.01% | −135−39.5% | Reduced |
| Glass Jacobson Investment Advisors llc | 205 | $35.6K | 0.02% | +205 | New |
| Princeton Global Asset Management LLC | 202 | $35.1K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 200 | $34.7K | 0.00% | +200 | New |
| Cedar Mountain Advisors, LLC | 185 | $32.1K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 178 | $30.9K | 0.01% | −5−2.7% | Reduced |
| Addison Advisors LLC | 176 | $30.6K | 0.02% | −3−1.7% | Reduced |
| Institutional & Family Asset Management, LLC | 174 | $30.2K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 170 | $30.0K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 172 | $29.9K | 0.01% | +172 | New |
| Bogart Wealth, LLC | 170 | $29.5K | 0.00% | −40−19.0% | Reduced |
| RFP Financial Group LLC | 169 | $29.3K | 0.01% | +169 | New |
| Northwest Capital Management Inc | 165 | $28.7K | 0.01% | +165 | New |
| Arlington Partners LLC | 163 | $28.3K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 159 | $27.6K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 158 | $27.4K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 158 | $27.4K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 157 | $27.0K | 0.01% | −246−61.0% | Reduced |
| Wellington Shields Capital Management, LLC | 150 | $26.0K | 0.00% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 150 | $26.0K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 150 | $26.0K | 0.01% | +150 | New |
| Trust Co | 144 | $25.0K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 144 | $24.8K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 139 | $24.1K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 138 | $24.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 135 | $23.4K | 0.02% | −45−25.0% | Reduced |
| MCF Advisors LLC | 130 | $22.6K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 128 | $22.2K | 0.01% | −4−3.0% | Reduced |
| West Branch Capital LLC | 125 | $21.7K | 0.01% | 00.0% | Unchanged |