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 |
|---|---|---|---|---|---|
| Meiji Yasuda Life Insurance Co | 8,455 | $1.47M | 0.04% | +180+2.2% | Added |
| GSB Wealth Management, LLC | 8,399 | $1.46M | 0.47% | +643+8.3% | Added |
| Bailard, Inc. | 8,394 | $1.46M | 0.05% | −150−1.8% | Reduced |
| Desjardins Global Asset Management Inc. | 8,392 | $1.46M | 0.17% | +104+1.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 8,291 | $1.44M | 0.11% | +68+0.8% | Added |
| Ieq Capital, LLC | 8,281 | $1.44M | 0.03% | +409+5.2% | Added |
| FRG Family Wealth Advisors LLC | 8,275 | $1.44M | 0.31% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 8,230 | $1.43M | 0.05% | +2,264+37.9% | Added |
| Accredited Investors Inc. | 8,226 | $1.43M | 0.10% | +8,226 | New |
| CoreCap Advisors, LLC | 8,204 | $1.42M | 0.10% | +8,204 | New |
| Benin Management CORP | 8,165 | $1.42M | 0.51% | −42−0.5% | Reduced |
| Nixon Peabody Trust Co | 8,159 | $1.42M | 1.15% | −2,794−25.5% | Reduced |
| Nilsine Partners, LLC | 8,157 | $1.42M | 0.21% | −13−0.2% | Reduced |
| FOCUS Wealth Advisors, LLC | 8,149 | $1.42M | 0.96% | −638−7.3% | Reduced |
| Lowe Brockenbrough & Co Inc | 8,132 | $1.41M | 0.11% | −98−1.2% | Reduced |
| Steel Peak Wealth Management LLC | 8,112 | $1.41M | 0.08% | −52,298−86.6% | Reduced |
| We Are One Seven, LLC | 8,110 | $1.41M | 0.13% | +78+1.0% | Added |
| Ancora Advisors, LLC | 8,067 | $1.40M | 0.04% | −87−1.1% | Reduced |
| Capital Wealth Planning, LLC | 8,000 | $1.39M | 0.02% | −36−0.4% | Reduced |
| Pensionfund Sabic | 8,000 | $1.39M | 0.47% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 7,975 | $1.38M | 0.06% | −4,400−35.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 7,939 | $1.38M | 0.15% | +7,939 | New |
| Argent Advisors, Inc. | 7,880 | $1.37M | 0.63% | −1,653−17.3% | Reduced |
| Moody National Bank Trust Division | 7,859 | $1.36M | 0.09% | +100+1.3% | Added |
| Savant Capital, LLC | 7,790 | $1.35M | 0.02% | +8+0.1% | Added |
| Canvas Wealth Advisors, LLC | 7,697 | $1.35M | 0.50% | +134+1.8% | Added |
| Empirical Finance, LLC | 7,581 | $1.32M | 0.10% | +776+11.4% | Added |
| Academy Capital Management Inc | 7,535 | $1.31M | 0.26% | −597−7.3% | Reduced |
| David Loasby | 7,587 | $1.30M | 0.14% | +306+4.2% | Added |
| Tevis Investment Management | 7,465 | $1.30M | 1.27% | +23+0.3% | Added |
| Jacobi Capital Management LLC | 7,445 | $1.29M | 0.14% | −963−11.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 7,416 | $1.29M | 0.37% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 7,374 | $1.28M | 0.16% | +998+15.7% | Added |
| Choate Investment Advisors | 7,349 | $1.28M | 0.05% | +4,610+168.3% | Added |
| Engineers Gate Manager LP | 7,317 | $1.27M | 0.05% | +7,317 | New |
| Northwestern Mutual Investment Management Company, LLC | 7,286 | $1.27M | 0.03% | +21+0.3% | Added |
| Dakota Wealth Management | 7,271 | $1.26M | 0.06% | +1,871+34.6% | Added |
| Venture Visionary Partners LLC | 7,266 | $1.26M | 0.07% | +180+2.5% | Added |
| Sumitomo Life Insurance Co | 7,205 | $1.25M | 0.06% | −666−8.5% | Reduced |
| Ashton Thomas Private Wealth, LLC | 7,180 | $1.25M | 0.10% | −1,014−12.4% | Reduced |
| Kestra Private Wealth Services, LLC | 7,130 | $1.24M | 0.04% | +208+3.0% | Added |
| Everence Capital Management Inc | 7,233 | $1.22M | 0.10% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 7,007 | $1.22M | 0.01% | +3,417+95.2% | Added |
| Gifford Fong Associates | 7,000 | $1.22M | 0.29% | 00.0% | Unchanged |
| DAGCO, Inc. | 6,985 | $1.21M | 0.60% | +20.0% | Added |
| Empowered Funds, LLC | 6,975 | $1.21M | 0.04% | +6,975 | New |
| EA Series Trust | 6,975 | $1.21M | 0.04% | +6,975 | New |
| Profund Advisors LLC | 6,963 | $1.21M | 0.06% | −148−2.1% | Reduced |
| ING Groep NV | 6,959 | $1.21M | 0.01% | −22,111−76.1% | Reduced |
| Avalon Trust Co | 6,950 | $1.21M | 0.11% | +900+14.9% | Added |
| Eagle Capital Management LLC | 6,900 | $1.20M | 0.01% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 6,878 | $1.19M | 0.68% | +6,070+751.2% | Added |
| Flputnam Investment Management Co | 6,864 | $1.19M | 0.03% | −560−7.5% | Reduced |
| Founders Financial Securities LLC | 6,851 | $1.19M | 0.16% | +399+6.2% | Added |
| Vinva Investment Management Ltd | 6,939 | $1.19M | 0.10% | −393−5.4% | Reduced |
| AXS Investments LLC | 6,831 | $1.19M | 0.32% | +714+11.7% | Added |
| Atlantic Union Bankshares Corp | 6,825 | $1.19M | 0.12% | −113−1.6% | Reduced |
| Vaughan David Investments LLC | 6,815 | $1.18M | 0.03% | −100−1.4% | Reduced |
| Cetera Advisors LLC | 6,784 | $1.18M | 0.02% | +851+14.3% | Added |
| 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 |
| Guardian Capital Advisors LP | 6,843 | $1.17M | 0.13% | −150−2.1% | Reduced |
| ProVise Management Group, LLC | 6,689 | $1.16M | 0.11% | +3,228+93.3% | Added |
| Veriti Management LLC | 6,684 | $1.16M | 0.13% | +183+2.8% | Added |
| Courier Capital LLC | 6,673 | $1.16M | 0.09% | +3,955+145.5% | Added |
| Ballast, Inc. | 6,658 | $1.16M | 0.44% | +213+3.3% | Added |
| Resources Management Corp | 6,592 | $1.15M | 0.18% | −5,082−43.5% | Reduced |
| Colony Group LLC | 6,512 | $1.13M | 0.02% | −1,503−18.8% | Reduced |
| Silvercrest Asset Management Group LLC | 6,512 | $1.13M | 0.01% | +96+1.5% | Added |
| Beacon Investment Advisory Services, Inc. | 6,347 | $1.10M | 0.05% | +6,347 | New |
| Cubic Asset Management, LLC | 6,311 | $1.10M | 0.29% | −85−1.3% | Reduced |
| Snowden Capital Advisors LLC | 6,274 | $1.09M | 0.04% | +1,554+32.9% | Added |
| Northern Financial Advisors Inc | 6,233 | $1.08M | 0.95% | +227+3.8% | Added |
| Bard Financial Services, Inc. | 6,185 | $1.07M | 0.08% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 6,151 | $1.07M | 0.02% | +224+3.8% | Added |
| Institute for Wealth Management, LLC. | 6,150 | $1.07M | 0.19% | 00.0% | Unchanged |
| Signaturefd, LLC | 6,141 | $1.07M | 0.03% | −420−6.4% | Reduced |
| Moors & Cabot, Inc. | 6,128 | $1.06M | 0.07% | +371+6.4% | Added |
| Essex Financial Services, Inc. | 6,116 | $1.06M | 0.12% | −2,049−25.1% | Reduced |
| ISAM Funds (UK) Ltd | 6,093 | $1.06M | 0.95% | −2,422−28.4% | Reduced |
| Ossiam | 6,056 | $1.05M | 0.02% | −88,547−93.6% | Reduced |
| Tocqueville Asset Management L.P. | 6,050 | $1.05M | 0.02% | 00.0% | Unchanged |
| Roundview Capital LLC | 5,947 | $1.03M | 0.10% | +20+0.3% | Added |
| Elmwood Wealth Management, Inc. | 5,941 | $1.03M | 0.48% | −177−2.9% | Reduced |
| BSW Wealth Partners | 5,938 | $1.03M | 0.22% | −3,875−39.5% | Reduced |
| MB, Levis & Associates, LLC | 5,933 | $1.03M | 0.66% | −41−0.7% | Reduced |
| Aureus Asset Management, LLC | 5,930 | $1.03M | 0.08% | 00.0% | Unchanged |
| Members Capital Advisors Inc | 5,889 | $1.02M | 1.05% | −2,194−27.1% | Reduced |
| Central Trust Co | 5,871 | $1.02M | 0.03% | +833+16.5% | Added |
| Impax Asset Management Group plc | 5,847 | $1.02M | 0.00% | −572−8.9% | Reduced |
| Fiduciary Trust Co | 5,802 | $1.01M | 0.02% | +457+8.6% | Added |
| Douglass Winthrop Advisors, LLC | 5,777 | $1.00M | 0.02% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 5,755 | $999.4K | 0.05% | +183+3.3% | Added |
| Focus Financial Network, Inc. | 5,752 | $998.9K | 0.06% | +10.0% | Added |
| Belpointe Asset Management LLC | 5,723 | $994.0K | 0.11% | −3,660−39.0% | Reduced |
| Procyon Private Wealth Partners, LLC | 5,717 | $992.8K | 0.12% | +3,993+231.6% | Added |
| Beverly Hills Private Wealth, LLC | 5,861 | $988.5K | 0.16% | +2,102+55.9% | Added |
| Nicholas Hoffman & Company, LLC. | 5,659 | $982.7K | 0.04% | −603−9.6% | Reduced |
| Haverford Trust Co | 5,607 | $973.7K | 0.01% | +426+8.2% | Added |
| Rosenbaum Jay D. | 5,597 | $972.0K | 1.56% | +416+8.0% | Added |