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 |
|---|---|---|---|---|---|
| Villere St Denis J & Co LLC | 3,433 | $596.2K | 0.04% | 00.0% | Unchanged |
| Strategic Advisors LLC | 3,432 | $596.1K | 0.11% | +32+0.9% | Added |
| Smithfield Trust Co | 3,436 | $596.0K | 0.04% | −376−9.9% | Reduced |
| Diversified Trust Co | 3,428 | $595.3K | 0.02% | −302−8.1% | Reduced |
| Wedbush Securities Inc | 3,410 | $592.0K | 0.03% | +538+18.7% | Added |
| LVM Capital Management Ltd | 3,389 | $589.0K | 0.08% | −244−6.7% | Reduced |
| Camden National Bank | 3,389 | $588.5K | 0.12% | +77+2.3% | Added |
| Wilson & Boucher Capital Management, LLC | 3,388 | $588.4K | 0.53% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 3,381 | $587.0K | 0.02% | +3,381 | New |
| Tobam | 3,353 | $582.0K | 0.04% | −418−11.1% | Reduced |
| CIBC World Markets Inc. | 3,349 | $582.0K | 0.00% | +189+6.0% | Added |
| Journey Advisory Group, LLC | 3,350 | $581.8K | 0.09% | −1,115−25.0% | Reduced |
| Johnson Investment Counsel Inc | 3,348 | $581.5K | 0.01% | +1,313+64.5% | Added |
| DoubleLine ETF Adviser LP | 3,348 | $581.4K | 0.21% | +721+27.4% | Added |
| Welch & Forbes LLC | 3,337 | $579.5K | 0.01% | +119+3.7% | Added |
| Davis R M Inc | 3,303 | $574.0K | 0.01% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 298,048 | $572.7K | 0.01% | +203,399+214.9% | Added |
| Echo Street Capital Management LLC | 3,295 | $572.2K | 0.00% | +3,295 | New |
| Apollon Wealth Management, LLC | 3,293 | $571.9K | 0.03% | −177−5.1% | Reduced |
| Ascent Group, LLC | 3,378 | $567.1K | 0.06% | −201−5.6% | Reduced |
| Ar Asset Management Inc | 3,264 | $567.0K | 0.15% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 3,215 | $558.3K | 0.30% | +142+4.6% | Added |
| Gyroscope Capital Management Group, LLC | 3,186 | $553.3K | 0.13% | +241+8.2% | Added |
| Trust Co of Toledo NA | 3,184 | $552.9K | 0.09% | −458−12.6% | Reduced |
| Bridgefront Capital, LLC | 3,182 | $552.6K | 0.30% | +3,182 | New |
| Checchi Capital Advisers, LLC | 3,161 | $549.0K | 0.05% | −38−1.2% | Reduced |
| JNBA Financial Advisors | 3,158 | $548.4K | 0.07% | 00.0% | Unchanged |
| MJP Associates Inc | 3,155 | $548.0K | 0.18% | −241−7.1% | Reduced |
| Vident Investment Advisory, LLC | 3,142 | $546.0K | 0.02% | −16,028−83.6% | Reduced |
| Brighton Jones LLC | 3,131 | $543.7K | 0.03% | +140+4.7% | Added |
| Joel Isaacson & Co., LLC | 3,123 | $542.4K | 0.04% | +10.0% | Added |
| Quadrant Capital Group LLC | 3,117 | $541.3K | 0.05% | −701−18.4% | Reduced |
| Retirement Planning Group | 3,102 | $538.7K | 0.05% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 3,102 | $538.7K | 0.07% | −298−8.8% | Reduced |
| Graham Capital Management, L.P. | 3,096 | $537.7K | 0.02% | +3,096 | New |
| Brave Asset Management Inc | 3,080 | $534.9K | 0.16% | 00.0% | Unchanged |
| Pitcairn Co | 3,074 | $533.8K | 0.04% | −5−0.2% | Reduced |
| Park National Corp | 3,052 | $530.0K | 0.02% | −66−2.1% | Reduced |
| Van Eck Associates Corp | 3,045 | $529.0K | 0.00% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 3,037 | $527.4K | 0.01% | +711+30.6% | Added |
| PYA Waltman Capital, LLC | 3,164 | $526.1K | 0.23% | +759+31.6% | Added |
| LMCG Investments, LLC | 3,022 | $524.8K | 0.03% | −10−0.3% | Reduced |
| Baldwin Brothers Inc | 3,014 | $523.4K | 0.04% | 00.0% | Unchanged |
| Weik Capital Management | 3,013 | $523.2K | 0.25% | −175−5.5% | Reduced |
| SkyOak Wealth, LLC | 3,011 | $522.9K | 0.15% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 3,007 | $522.2K | 0.10% | +204+7.3% | Added |
| Oak Thistle LLC | 3,000 | $521.0K | 0.27% | +369+14.0% | Added |
| Wesbanco Bank Inc | 2,982 | $518.0K | 0.02% | −25−0.8% | Reduced |
| Ameritas Investment Partners, Inc. | 2,967 | $515.2K | 0.02% | −89−2.9% | Reduced |
| Cambridge Trust Co | 2,963 | $514.6K | 0.02% | −121−3.9% | Reduced |
| Equitable Trust Co | 2,942 | $510.9K | 0.04% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 2,930 | $508.8K | 1.27% | +2,332+390.0% | Added |
| Graypoint LLC | 2,910 | $505.4K | 0.05% | +825+39.6% | Added |
| HighMark Wealth Management LLC | 2,902 | $504.0K | 0.38% | +17+0.6% | Added |
| West Paces Advisors Inc. | 2,886 | $501.2K | 0.15% | +1,461+102.5% | Added |
| Aries Wealth Management | 2,858 | $496.3K | 0.19% | 00.0% | Unchanged |
| Northeast Investment Management | 2,852 | $495.3K | 0.03% | +120+4.4% | Added |
| Prio Wealth Limited Partnership | 2,847 | $494.4K | 0.02% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 2,840 | $493.2K | 0.17% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 2,838 | $492.8K | 0.13% | −16−0.6% | Reduced |
| Cigna Investments Inc | 2,837 | $492.0K | 0.09% | −22−0.8% | Reduced |
| WMS Partners, LLC | 2,817 | $489.2K | 0.04% | +18+0.6% | Added |
| Equitable Holdings, Inc. | 2,816 | $489.0K | 0.01% | +70+2.5% | Added |
| Neo Ivy Capital Management | 2,814 | $489.0K | 0.26% | +2,814 | New |
| Associated Banc-Corp | 2,799 | $486.1K | 0.02% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 2,791 | $484.8K | 0.12% | +246+9.7% | Added |
| Cozad Asset Management Inc | 2,790 | $484.5K | 0.06% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 2,778 | $482.5K | 0.33% | −157−5.3% | Reduced |
| Spire Wealth Management | 2,775 | $481.9K | 0.02% | −74−2.6% | Reduced |
| Bank of New Hampshire | 2,769 | $480.9K | 0.14% | −40−1.4% | Reduced |
| Foundation Resource Management Inc | 2,765 | $480.0K | 0.08% | 00.0% | Unchanged |
| Opus Capital Group, LLC | 2,728 | $474.0K | 0.08% | +675+32.9% | Added |
| Marcum Wealth, LLC | 2,726 | $473.4K | 0.06% | +39+1.5% | Added |
| Steward Financial Group LLC | 2,724 | $473.0K | 0.15% | +23+0.9% | Added |
| Stiles Financial Services Inc | 2,722 | $472.7K | 0.23% | +11+0.4% | Added |
| Clarius Group, LLC | 2,703 | $469.4K | 0.04% | −85−3.0% | Reduced |
| Plimoth Trust Co LLC | 2,686 | $466.5K | 0.14% | −20−0.7% | Reduced |
| Trust Asset Management LLC | 2,684 | $466.1K | 0.05% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 2,671 | $463.8K | 0.05% | −250−8.6% | Reduced |
| Centaurus Financial, Inc. | 2,663 | $462.0K | 0.04% | +82+3.2% | Added |
| IHT Wealth Management, LLC | 2,658 | $461.5K | 0.02% | +45+1.7% | Added |
| Searle & Co. | 2,673 | $461.4K | 0.14% | 00.0% | Unchanged |
| Lewis Capital Management, LLC | 2,650 | $460.2K | 0.66% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 2,645 | $459.3K | 0.41% | +929+54.1% | Added |
| Ronald Blue Trust, Inc. | 2,669 | $457.0K | 0.01% | −521−16.3% | Reduced |
| Pzena Investment Management LLC | 2,626 | $456.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 2,621 | $455.2K | 0.11% | 00.0% | Unchanged |
| Sky Investment Group LLC | 2,615 | $454.1K | 0.10% | −167−6.0% | Reduced |
| Two Sigma Advisers, LP | 2,600 | $451.5K | 0.00% | −11,900−82.1% | Reduced |
| V Wealth Advisors LLC | 2,592 | $450.1K | 0.08% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 2,570 | $446.3K | 0.04% | −151−5.5% | Reduced |
| Lifeworks Advisors, LLC | 2,562 | $444.9K | 0.19% | −16−0.6% | Reduced |
| Waldron Private Wealth LLC | 2,554 | $443.6K | 0.02% | −616−19.4% | Reduced |
| First National Bank Sioux Falls | 2,552 | $443.2K | 0.28% | −4−0.2% | Reduced |
| Ledyard National Bank | 2,547 | $442.3K | 0.05% | −136−5.1% | Reduced |
| Geneos Wealth Management Inc. | 2,527 | $438.8K | 0.02% | 00.0% | Unchanged |
| Summit Global Investments | 2,520 | $438.0K | 0.03% | −7−0.3% | Reduced |
| Mendel Money Management | 2,507 | $435.4K | 0.22% | +120+5.0% | Added |
| Northcape Wealth Management, LLC | 2,500 | $434.1K | 0.16% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 2,490 | $432.4K | 0.29% | 00.0% | Unchanged |