Travelers Companies, Inc.

TRV

Exchange: NYSE
Industry: Fire, Marine & Casualty Insurance
SEC CIK: 0000086312

SEC filings (opens in a new tab)

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.

Institutional holdersQ2 2023: 1,287 institutions

Value heldQ2 2023: $32.5B

Institutions holding TRV and their total value by quarter
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.

Institutions holding TRV in Q2 2023
Institution	Shares	Value	% of portfolio	Change in shares	Action
Leonteq Securities AG	125	$21.7K	0.00%	+125	New
Larson Financial Group LLC	124	$21.5K	0.00%	00.0%	Unchanged
Baker Avenue Asset Management, LP	120	$20.8K	0.00%	00.0%	Unchanged
Global Wealth Management Investment Advisory, Inc.	120	$20.8K	0.01%	+120	New
Wolff Wiese Magana LLC	117	$20.3K	0.02%	00.0%	Unchanged
Nalls Sherbakoff Group, LLC	120	$20.3K	0.02%	00.0%	Unchanged
Park Place Capital Corp	116	$20.1K	0.01%	00.0%	Unchanged
Riggs Asset Managment Co. Inc.	115	$20.0K	0.01%	00.0%	Unchanged
Lee Financial Co	114	$19.8K	0.00%	00.0%	Unchanged
Cassady Schiller Wealth Management, LLC	114	$19.8K	0.01%	+113+11,300.0%	Added
Magnolia Capital Management Ltd	108	$19.0K	0.02%	00.0%	Unchanged
Luken Investment Analytics, LLC	106	$18.4K	0.01%	00.0%	Unchanged
Venturi Wealth Management, LLC	102	$17.7K	0.00%	00.0%	Unchanged
AM Squared Ltd	100	$17.4K	0.02%	−100−50.0%	Reduced
Tucker Asset Management LLC	100	$17.4K	0.01%	00.0%	Unchanged
Lansing Street Advisors	100	$17.4K	0.01%	00.0%	Unchanged
WealthPlan Investment Management, LLC	100	$17.4K	0.01%	00.0%	Unchanged
Toth Financial Advisory Corp	100	$17.4K	0.00%	+15+17.6%	Added
Beacon Capital Management, LLC	99	$17.2K	0.00%	+77+350.0%	Added
GW&K Investment Management, LLC	88	$15.0K	0.00%	+88	New
Riverview Trust Co	82	$14.2K	0.01%	00.0%	Unchanged
Colonial Trust Advisors	79	$13.7K	0.00%	00.0%	Unchanged
Coastal Capital Group, Inc.	77	$13.4K	0.00%	00.0%	Unchanged
Versant Capital Management, Inc	75	$13.0K	0.00%	+25+50.0%	Added
First Capital Advisors Group, LLC.	74	$12.9K	0.01%	+74	New
Sound Income Strategies, LLC	73	$12.7K	0.00%	−55−43.0%	Reduced
Missouri Trust & Investment Co	73	$12.7K	0.01%	+73	New
SOA Wealth Advisors, LLC.	72	$12.5K	0.00%	−19−20.9%	Reduced
Birch Capital Management, LLC	71	$12.3K	0.01%	−69−49.3%	Reduced
Albion Financial Group	66	$11.5K	0.00%	00.0%	Unchanged
Mascoma Wealth Management LLC	67	$11.2K	0.00%	−1,049−94.0%	Reduced
Foster Dykema Cabot & Co Inc	66	$11.0K	0.00%	00.0%	Unchanged
Rise Advisors, LLC	62	$10.7K	0.01%	+1+1.6%	Added
North Star Investment Management Corp.	61	$10.6K	0.00%	00.0%	Unchanged
Northwest Bank & Trust Co	60	$10.4K	0.01%	+60	New
Ogorek Anthony Joseph	60	$10.0K	0.00%	00.0%	Unchanged
Financial Management Professionals, Inc.	55	$10.0K	0.00%	+5+10.0%	Added
Picton Mahoney Asset Management	60	$10.0K	0.00%	+60	New
Thomas J. Herzfeld Advisors, Inc.	54	$9.38K	0.00%	+17+45.9%	Added
Hazlett, Burt & Watson, Inc.	49	$9.00K	0.01%	00.0%	Unchanged
Legend Financial Advisors, Inc.	50	$8.68K	0.01%	00.0%	Unchanged
Rosenberg Matthew Hamilton	50	$8.68K	0.00%	00.0%	Unchanged
Red Tortoise LLC	49	$8.51K	0.01%	+49	New
McClarren Financial Advisors, Inc.	51	$8.00K	0.01%	−3−5.6%	Reduced
Cranbrook Wealth Management, LLC	46	$7.99K	0.00%	00.0%	Unchanged
Center for Financial Planning, Inc.	45	$7.82K	0.00%	00.0%	Unchanged
Your Advocates Ltd., LLP	45	$7.82K	0.00%	+45	New
Armstrong Advisory Group, Inc	44	$7.64K	0.00%	00.0%	Unchanged
Richard W. Paul & Associates, LLC	44	$7.64K	0.00%	00.0%	Unchanged
Abound Wealth Management	39	$6.78K	0.00%	+7+21.9%	Added
Concord Wealth Partners	39	$6.77K	0.00%	+24+160.0%	Added
Disciplined Investments, LLC	38	$6.60K	0.00%	+2+5.6%	Added
Raffa Wealth Management, LLC	37	$6.42K	0.00%	−100−73.0%	Reduced
Loomis Sayles & Co L P	35	$6.00K	0.00%	+24+218.2%	Added
Truvestments Capital LLC	34	$5.90K	0.00%	00.0%	Unchanged
JDM Financial Group LLC	30	$5.21K	0.00%	00.0%	Unchanged
Capital Analysts, LLC	27	$5.00K	0.00%	00.0%	Unchanged
SkyView Investment Advisors, LLC	27	$5.00K	0.00%	+13+92.9%	Added
Strengthening Families & Communities, LLC	26	$5.00K	0.00%	+26	New
Tradewinds Capital Management, LLC	27	$4.69K	0.00%	00.0%	Unchanged
Country Trust Bank	27	$4.69K	0.00%	00.0%	Unchanged
PayPay Securities Corp	24	$4.17K	0.26%	−10−29.4%	Reduced
Cornerstone Planning Group LLC	18	$3.13K	0.00%	+18	New
Independence Bank of Kentucky	16	$2.78K	0.00%	+16	New
Column Capital Advisors, LLC	12	$2.08K	0.00%	00.0%	Unchanged
Centerpoint Advisors, LLC	9	$2.00K	0.00%	00.0%	Unchanged
KB Financial Partners, LLC	12	$2.00K	0.00%	00.0%	Unchanged
Bollard Group LLC	10	$2.00K	0.00%	+10	New
New England Capital Financial Advisors LLC	10	$1.74K	0.00%	00.0%	Unchanged
PFS Partners, LLC	10	$1.74K	0.00%	00.0%	Unchanged
TD Capital Management LLC	7	$1.26K	0.00%	00.0%	Unchanged
TFC Financial Management	7	$1.22K	0.00%	−4−36.4%	Reduced
Archer Investment Corp	7	$1.22K	0.00%	00.0%	Unchanged
Delos Wealth Advisors, LLC	7	$1.22K	0.00%	00.0%	Unchanged
Tfo-TDC, LLC	6	$1.04K	0.00%	00.0%	Unchanged
Tanaka Capital Management Inc	6	$1.00K	0.00%	00.0%	Unchanged
Front Row Advisors LLC	6	$1.00K	0.00%	00.0%	Unchanged
Avion Wealth	14	$1.00K	0.00%	+11+366.7%	Added
Coppell Advisory Solutions LLC	5	$855	0.00%	+5	New
Barrett & Company, Inc.	4	$695	0.00%	00.0%	Unchanged
Financial Synergies Wealth Advisors, Inc.	3	$521	0.00%	00.0%	Unchanged
Carolinas Wealth Consulting LLC	2	$347	0.00%	00.0%	Unchanged
Highline Wealth Partners LLC	2	$347	0.00%	+2	New
ICA Group Wealth Management, LLC	1	$174	0.00%	−3,129−100.0%	Reduced
AllSquare Wealth Management LLC	1	$173	0.00%	00.0%	Unchanged
Comerica Bank	218,787	$6	0.00%	+218,787	New
Coston, McIsaac & Partners	3	$0	0.00%	00.0%	Unchanged
Viking Global Investors LPSuperinvestorViking Global Investors	0	$0	0.00%	−378,345−100.0%	Sold out
Brookfield Asset Management Inc.	0	$0	0.00%	−204,408−100.0%	Sold out
Cookson Peirce & Co Inc	0	$0	0.00%	−187,073−100.0%	Sold out
First Republic Investment Management, Inc.	0	$0	0.00%	−143,288−100.0%	Sold out
Marathon Asset Mgmt Ltd	0	$0	0.00%	−131,074−100.0%	Sold out
Element Capital Management LLC	0	$0	0.00%	−75,689−100.0%	Sold out
Leuthold Group, LLC	0	$0	0.00%	−41,352−100.0%	Sold out
Contravisory Investment Management, Inc.	0	$0	0.00%	−38,408−100.0%	Sold out
tru Independence LLC	0	$0	0.00%	−32,017−100.0%	Sold out
Catalyst Capital Advisors LLC	0	$0	0.00%	−24,300−100.0%	Sold out
Arjuna Capital	0	$0	0.00%	−18,579−100.0%	Sold out
L2 Asset Management, LLC	0	$0	0.00%	−18,530−100.0%	Sold out
Mount Lucas Management LP	0	$0	0.00%	−14,692−100.0%	Sold out