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 |
|---|---|---|---|---|---|
| Mark Stevens | 2,482 | $431.0K | 0.06% | 00.0% | Unchanged |
| Invesco, LLC | 2,478 | $430.3K | 0.21% | +2,478 | New |
| SeaCrest Wealth Management, LLC | 2,477 | $430.2K | 0.05% | +215+9.5% | Added |
| Beacon Investment Advisors LLC | 2,448 | $425.2K | 0.29% | −15−0.6% | Reduced |
| Transcend Wealth Collective, LLC | 2,424 | $421.0K | 0.04% | +337+16.1% | Added |
| Kathmere Capital Management, LLC | 2,423 | $420.8K | 0.07% | +495+25.7% | Added |
| SRB Corp | 2,420 | $420.3K | 0.02% | +450+22.8% | Added |
| Connecticut Wealth Management, LLC | 2,400 | $416.8K | 0.03% | −129−5.1% | Reduced |
| First National Corp | 2,394 | $415.7K | 0.10% | +108+4.7% | Added |
| TCI Wealth Advisors, Inc. | 2,385 | $414.2K | 0.05% | −27−1.1% | Reduced |
| Harbour Capital Advisors, LLC | 2,390 | $413.7K | 0.12% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 2,361 | $410.1K | 0.01% | −7−0.3% | Reduced |
| Aptus Capital Advisors, LLC | 2,338 | $406.0K | 0.01% | +697+42.5% | Added |
| Leavell Investment Management, Inc. | 2,339 | $406.0K | 0.03% | 00.0% | Unchanged |
| Assetmark, Inc | 2,325 | $403.8K | 0.00% | −244−9.5% | Reduced |
| River Wealth Advisors LLC | 2,325 | $403.7K | 0.07% | +10.0% | Added |
| City State Bank | 2,316 | $402.0K | 0.22% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 2,274 | $394.9K | 0.02% | +178+8.5% | Added |
| Oberweis Asset Management Inc | 2,271 | $394.4K | 0.05% | +42+1.9% | Added |
| WFA Asset Management Corp | 2,268 | $393.9K | 0.23% | +12+0.5% | Added |
| Legacy Private Trust Co. | 2,268 | $393.9K | 0.03% | −155−6.4% | Reduced |
| Wealth Alliance | 2,261 | $392.6K | 0.06% | +496+28.1% | Added |
| Mayfair Advisory Group, LLC | 2,282 | $391.7K | 0.39% | +335+17.2% | Added |
| Farmers & Merchants Trust Co of Long Beach | 2,239 | $388.8K | 0.10% | −40−1.8% | Reduced |
| Girard Partners Ltd. | 2,227 | $386.8K | 0.04% | −305−12.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 2,222 | $385.9K | 0.01% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 2,217 | $385.0K | 0.05% | 00.0% | Unchanged |
| Wright Investors Service Inc | 2,214 | $384.5K | 0.11% | +2,214 | New |
| Schechter Investment Advisors, LLC | 2,199 | $382.0K | 0.03% | +38+1.8% | Added |
| Veracity Capital LLC | 2,184 | $379.3K | 0.16% | +111+5.4% | Added |
| Fisher Asset Management, LLC | 2,182 | $379.0K | 0.00% | +599+37.8% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 2,181 | $378.8K | 0.01% | +28+1.3% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,181 | $378.7K | 0.09% | −23−1.0% | Reduced |
| Moody Lynn & Lieberson, LLC | 2,167 | $376.3K | 0.03% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 2,166 | $376.1K | 0.01% | −122−5.3% | Reduced |
| BFSG, LLC | 2,164 | $376.0K | 0.06% | +425+24.4% | Added |
| Red Door Wealth Management, LLC | 2,159 | $374.9K | 0.08% | +2,159 | New |
| ForthRight Wealth Management, LLC | 2,149 | $373.2K | 0.16% | −65−2.9% | Reduced |
| Appleton Partners Inc | 2,133 | $370.0K | 0.03% | −8−0.4% | Reduced |
| Wealthspire Advisors, LLC | 2,130 | $369.9K | 0.01% | +41+2.0% | Added |
| Valley Brook Capital Group | 2,127 | $369.4K | 0.34% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 2,111 | $366.6K | 0.05% | −80−3.7% | Reduced |
| 1620 Investment Advisors, Inc. | 2,088 | $362.6K | 0.41% | +2,088 | New |
| Keystone Financial Group | 2,086 | $362.3K | 0.06% | +2,086 | New |
| Vigilant Capital Management, LLC | 2,082 | $362.0K | 0.03% | +1,000+92.4% | Added |
| First National Bank of South Miami | 2,077 | $360.7K | 0.29% | −72−3.4% | Reduced |
| Edge Capital Group, LLC | 2,076 | $360.5K | 0.02% | −210−9.2% | Reduced |
| International Assets Investment Management, LLC | 2,070 | $359.4K | 0.05% | −235−10.2% | Reduced |
| Diligent Investors, LLC | 2,056 | $357.0K | 0.11% | 00.0% | Unchanged |
| Benedetti & Gucer, Inc. | 2,053 | $357.0K | 0.18% | +2,053 | New |
| Great Valley Advisor Group, Inc. | 2,054 | $356.6K | 0.01% | −1,139−35.7% | Reduced |
| Fortis Group Advisors, LLC | 2,051 | $356.2K | 0.09% | +12+0.6% | Added |
| Glassman Wealth Services | 2,044 | $355.0K | 0.06% | +8+0.4% | Added |
| State of Wyoming | 2,043 | $354.8K | 0.10% | −175−7.9% | Reduced |
| Alera Investment Advisors, LLC | 2,031 | $352.7K | 0.08% | −979−32.5% | Reduced |
| Boston Trust Walden Corp | 2,028 | $352.2K | 0.00% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 2,018 | $350.5K | 0.01% | +67+3.4% | Added |
| Mark Sheptoff Financial Planning, LLC | 2,015 | $349.9K | 0.20% | +32+1.6% | Added |
| Peak Asset Management, LLC | 2,014 | $349.8K | 0.08% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,011 | $349.2K | 0.03% | +200+11.0% | Added |
| Wakefield Asset Management LLLP | 2,010 | $349.1K | 0.14% | +2,010 | New |
| Plante Moran Financial Advisors, LLC | 2,009 | $348.9K | 0.04% | 00.0% | Unchanged |
| Boit C F David | 2,000 | $347.3K | 0.23% | 00.0% | Unchanged |
| TAP Consulting, LLC | 2,000 | $347.3K | 0.09% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 1,998 | $347.0K | 0.07% | +34+1.7% | Added |
| Guardian Wealth Advisors, LLC | 1,994 | $346.3K | 0.06% | +477+31.4% | Added |
| First Citizens Bank & Trust Co | 1,993 | $346.1K | 0.01% | −119−5.6% | Reduced |
| Stockman Wealth Management, Inc. | 1,987 | $345.1K | 0.07% | −31−1.5% | Reduced |
| MONECO Advisors, LLC | 1,984 | $344.5K | 0.09% | −17−0.8% | Reduced |
| First Affirmative Financial Network | 1,980 | $343.8K | 0.34% | +308+18.4% | Added |
| Mechanics Bank Trust Department | 1,974 | $342.8K | 0.05% | +44+2.3% | Added |
| MKT Advisors LLC | 1,972 | $341.7K | 0.24% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 1,960 | $340.3K | 0.02% | −209−9.6% | Reduced |
| Whalerock Point Partners, LLC | 1,952 | $339.0K | 0.12% | +37+1.9% | Added |
| Dana Investment Advisors, Inc. | 1,946 | $337.9K | 0.02% | +80+4.3% | Added |
| Ropes Wealth Advisors LLC | 1,937 | $336.4K | 0.06% | +232+13.6% | Added |
| Carlson Capital Management | 1,935 | $336.0K | 0.02% | −73−3.6% | Reduced |
| Marco Investment Management LLC | 1,935 | $336.0K | 0.04% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 1,934 | $335.8K | 0.02% | +33+1.7% | Added |
| BLB&B Advisors, LLC | 1,927 | $334.6K | 0.02% | −25−1.3% | Reduced |
| Geller Advisors LLC | 1,924 | $334.1K | 0.04% | +751+64.0% | Added |
| Spinnaker Trust | 1,905 | $330.8K | 0.02% | +500+35.6% | Added |
| Clearstead Advisors, LLC | 1,901 | $330.2K | 0.02% | +72+3.9% | Added |
| Investors Research Corp | 1,887 | $327.7K | 0.08% | 00.0% | Unchanged |
| GTS Securities LLC | 1,880 | $326.5K | 0.01% | +1,880 | New |
| Wintrust Investments LLC | 1,873 | $325.0K | 0.03% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 1,870 | $324.7K | 0.03% | −68−3.5% | Reduced |
| Warren Averett Asset Management, LLC | 1,868 | $324.4K | 0.01% | +562+43.0% | Added |
| Nwam LLC | 1,867 | $324.4K | 0.03% | +1,867 | New |
| Athena Investment Management | 1,866 | $324.1K | 0.22% | −2−0.1% | Reduced |
| New Potomac Partners, LLC | 1,865 | $323.9K | 0.21% | −50−2.6% | Reduced |
| Evergreen Wealth Solutions, LLC | 1,861 | $323.2K | 0.33% | +277+17.5% | Added |
| Mountain Pacific Investment Advisers Inc | 1,830 | $317.8K | 0.02% | −55−2.9% | Reduced |
| Evermay Wealth Management LLC | 1,825 | $316.9K | 0.06% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 1,819 | $315.9K | 0.01% | −689−27.5% | Reduced |
| Lakeview Capital Partners, LLC | 1,809 | $314.1K | 0.06% | +1,809 | New |
| Advisors Management Group Inc | 1,809 | $314.0K | 0.09% | 00.0% | Unchanged |
| South State Corp. | 1,799 | $312.4K | 0.03% | −93−4.9% | Reduced |
| Vise Technologies, Inc. | 1,792 | $311.2K | 0.08% | −123−6.4% | Reduced |
| Smith, Moore & Co. | 1,785 | $310.0K | 0.04% | +75+4.4% | Added |