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 |
|---|---|---|---|---|---|
| PEAK6 Investments LLC | 5,569 | $967.1K | 0.08% | +12+0.2% | Added |
| Quantitative Investment Management, LLC | 5,523 | $959.0K | 0.09% | +5,523 | New |
| Union Savings Bank | 5,503 | $949.8K | 0.57% | +5,503 | New |
| Lincoln National Corp | 5,456 | $947.5K | 0.02% | +602+12.4% | Added |
| Advisor OS, LLC | 5,425 | $942.2K | 0.15% | −3,475−39.0% | Reduced |
| Harvest Volatility Management LLC | 5,352 | $929.4K | 0.19% | +244+4.8% | Added |
| Claro Advisors LLC | 5,318 | $923.5K | 0.23% | +3,865+266.0% | Added |
| Paradigm Asset Management Co LLC | 5,300 | $920.4K | 0.25% | +900+20.5% | Added |
| Private Trust Co NA | 5,287 | $918.1K | 0.12% | +195+3.8% | Added |
| Merit Financial Group, LLC | 5,172 | $898.2K | 0.03% | +91+1.8% | Added |
| Qtron Investments LLC | 5,135 | $891.7K | 0.17% | +1,593+45.0% | Added |
| Guyasuta Investment Advisors Inc | 5,112 | $887.8K | 0.07% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 5,105 | $886.5K | 0.00% | −1,105−17.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 5,072 | $880.9K | 0.01% | −15,277−75.1% | Reduced |
| Vestcor Inc | 5,012 | $870.0K | 0.03% | −593−10.6% | Reduced |
| Crestline Management, LP | 5,000 | $868.3K | 0.09% | +5,000 | New |
| Hanson & Doremus Investment Management | 4,979 | $865.0K | 0.18% | −12−0.2% | Reduced |
| Bank of Hawaii | 4,977 | $864.3K | 0.05% | −42−0.8% | Reduced |
| Fox Run Management, L.L.C. | 4,910 | $852.7K | 0.24% | +4,910 | New |
| Versor Investments LP | 4,904 | $851.6K | 0.15% | −1,678−25.5% | Reduced |
| Alberta Investment Management Corp | 4,900 | $850.9K | 0.01% | 00.0% | Unchanged |
| Balentine LLC | 4,871 | $845.9K | 0.03% | −621−11.3% | Reduced |
| HBK Sorce Advisory LLC | 4,814 | $836.0K | 0.04% | −330−6.4% | Reduced |
| Continuum Advisory, LLC | 4,807 | $834.8K | 0.13% | +4,807 | New |
| Abner Herrman & Brock LLC | 4,782 | $830.0K | 0.12% | −23,475−83.1% | Reduced |
| DCM Advisors, LLC | 4,779 | $829.9K | 0.36% | −35−0.7% | Reduced |
| AE Wealth Management LLC | 4,748 | $824.6K | 0.00% | −151−3.1% | Reduced |
| Stock Yards Bank & Trust Co | 4,700 | $816.2K | 0.03% | +105+2.3% | Added |
| Lederer & Associates Investment Counsel | 4,685 | $814.0K | 0.61% | +232+5.2% | Added |
| FineMark National Bank & Trust | 4,670 | $811.0K | 0.03% | +10.0% | Added |
| Boston Private Wealth LLC | 4,658 | $808.9K | 0.01% | −397−7.9% | Reduced |
| CAPROCK Group, Inc. | 4,569 | $793.5K | 0.06% | +46+1.0% | Added |
| Stokes Family Office, LLC | 4,541 | $788.6K | 0.09% | +817+21.9% | Added |
| Investors Asset Management of Georgia Inc | 4,511 | $783.4K | 0.40% | 00.0% | Unchanged |
| Forum Financial Management, LP | 4,397 | $763.6K | 0.02% | +86+2.0% | Added |
| Empirical Asset Management, LLC | 4,323 | $750.7K | 0.66% | +4,323 | New |
| Bridges Investment Management Inc | 4,315 | $749.3K | 0.03% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 4,311 | $748.6K | 0.09% | +2,569+147.5% | Added |
| Vectors Research Management, LLC | 4,301 | $747.0K | 0.21% | +76+1.8% | Added |
| Wealth Quarterback LLC | 4,291 | $745.2K | 0.52% | −134−3.0% | Reduced |
| Atria Wealth Solutions, Inc. | 4,265 | $740.5K | 0.01% | −9,925−69.9% | Reduced |
| Wealthsource Partners, LLC | 4,234 | $735.3K | 0.05% | −104−2.4% | Reduced |
| Prostatis Group LLC | 692,624 | $735.2K | 0.34% | +688,174+15,464.6% | Added |
| Meeder Advisory Services, Inc. | 4,224 | $733.5K | 0.08% | +637+17.8% | Added |
| Banque Cantonale Vaudoise | 4,221 | $733.0K | 0.03% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 4,214 | $731.8K | 0.06% | +740+21.3% | Added |
| AMG National Trust Bank | 4,200 | $729.4K | 0.02% | −1,003−19.3% | Reduced |
| Mission Wealth Management, LP | 4,160 | $722.5K | 0.03% | −55−1.3% | Reduced |
| Trust Co of Vermont | 4,110 | $713.7K | 0.05% | −127−3.0% | Reduced |
| Providence Wealth Advisors, LLC | 4,128 | $712.5K | 0.79% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 4,101 | $712.2K | 0.01% | −11,490−73.7% | Reduced |
| Allworth Financial LP | 4,088 | $709.9K | 0.01% | +843+26.0% | Added |
| Resources Investment Advisors, LLC. | 4,078 | $708.2K | 0.02% | +108+2.7% | Added |
| Sequoia Financial Advisors, LLC | 4,072 | $707.1K | 0.01% | −11−0.3% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 4,054 | $704.0K | 0.08% | +115+2.9% | Added |
| Mount Yale Investment Advisors, LLC | 4,041 | $701.8K | 0.07% | +60+1.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 4,029 | $700.0K | 0.03% | −27−0.7% | Reduced |
| Ballentine Partners, LLC | 4,004 | $695.3K | 0.02% | −952−19.2% | Reduced |
| Buckingham Strategic Wealth, LLC | 4,000 | $694.7K | 0.01% | −238−5.6% | Reduced |
| Sterneck Capital Management, LLC | 4,000 | $694.6K | 0.43% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 3,697 | $693.1K | 0.17% | 00.0% | Unchanged |
| Davenport & Co LLC | 3,965 | $688.6K | 0.01% | +34+0.9% | Added |
| Forza Wealth Management, LLC | 3,957 | $687.2K | 0.35% | −133−3.3% | Reduced |
| Beaumont Financial Advisors, LLC | 3,933 | $683.1K | 0.06% | +6+0.2% | Added |
| Coldstream Capital Management Inc | 3,921 | $680.9K | 0.02% | −71−1.8% | Reduced |
| Bank of Stockton | 3,907 | $678.5K | 0.23% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 3,901 | $677.4K | 0.06% | −913−19.0% | Reduced |
| Qsemble Capital Management, LP | 3,900 | $677.3K | 0.48% | +3,900 | New |
| Mitchell & Pahl Private Wealth, LLC | 3,891 | $675.7K | 0.41% | −125−3.1% | Reduced |
| Busey Wealth Management | 3,890 | $675.5K | 0.03% | −858−18.1% | Reduced |
| JB Capital LLC | 3,875 | $672.7K | 0.06% | −75−1.9% | Reduced |
| Penserra Capital Management LLC | 3,881 | $672.0K | 0.01% | +1,327+52.0% | Added |
| Axxcess Wealth Management, LLC | 3,855 | $669.5K | 0.05% | +1,133+41.6% | Added |
| Tradewinds, LLC. | 3,853 | $669.1K | 0.39% | 00.0% | Unchanged |
| Bremer Bank National Association | 3,847 | $668.1K | 0.13% | −430−10.1% | Reduced |
| Lindbrook Capital, LLC | 3,847 | $668.1K | 0.07% | +25+0.7% | Added |
| Valeo Financial Advisors, LLC | 3,844 | $667.6K | 0.03% | +443+13.0% | Added |
| Harbor Capital Advisors, Inc. | 3,835 | $666.0K | 0.13% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 3,819 | $663.2K | 0.02% | +3,819 | New |
| SlateStone Wealth, LLC | 3,805 | $661.0K | 0.12% | −214−5.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 3,803 | $660.4K | 0.04% | +44+1.2% | Added |
| Van Hulzen Asset Management, LLC | 3,792 | $659.0K | 0.06% | −700−15.6% | Reduced |
| Duality Advisers, LP | 3,788 | $657.8K | 0.08% | −17,158−81.9% | Reduced |
| High Note Wealth, LLC | 3,768 | $654.4K | 0.27% | +36+1.0% | Added |
| Kanawha Capital Management LLC | 3,762 | $653.3K | 0.06% | +10+0.3% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 3,737 | $649.0K | 0.75% | −1,767−32.1% | Reduced |
| Tradition Wealth Management, LLC | 3,729 | $648.0K | 0.08% | +68+1.9% | Added |
| Copperwynd Financial, LLC | 3,717 | $645.4K | 0.30% | +40+1.1% | Added |
| Glenview Trust Co | 3,708 | $643.9K | 0.02% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 3,707 | $643.8K | 0.05% | +1,473+65.9% | Added |
| Lido Advisors, LLC | 3,695 | $641.8K | 0.01% | +884+31.4% | Added |
| DFPG Investments, LLC | 3,696 | $630.4K | 0.06% | −2,804−43.1% | Reduced |
| Burns J W & Co Inc | 3,587 | $623.0K | 0.10% | 00.0% | Unchanged |
| Ci Investments Inc. | 3,585 | $623.0K | 0.00% | +45+1.3% | Added |
| Money Concepts Capital Corp | 3,572 | $620.8K | 0.06% | −13,703−79.3% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 3,574 | $620.7K | 0.27% | +3,574 | New |
| Boyd Watterson Asset Management LLC | 3,538 | $614.4K | 0.24% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 3,520 | $611.3K | 0.21% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 3,506 | $610.9K | 0.02% | −123−3.4% | Reduced |
| Inlet Private Wealth, LLC | 3,500 | $607.8K | 0.15% | 00.0% | Unchanged |