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; 1,869 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, Q3 2023

Institutional positions in Travelers Companies, Inc. as of Sep 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: 1,260; −9 vs. Q2 2023
Shares held: 186.2M; −1.61M (−0.9%) vs. Q2 2023
Total value: $30.5B; −$1.91B (−5.9%) vs. Q2 2023
New holders: 100; 446 more added
Sold out: 109; 485 more reduced

19 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2023: 1,260 institutions

Value heldQ3 2023: $30.5B

Institutions holding TRV and their total value by quarter
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, Q3 2023

Shares, value and share of portfolio for each institution holding Travelers Companies, Inc.; share changes are against Q2 2023.

Institutions holding TRV in Q3 2023
Institution	Shares	Value	% of portfolio	Change in shares	Action
Coston, McIsaac & Partners	3	$0	0.00%	00.0%	Unchanged
Optimum Investment Advisors	1	$163	0.00%	+1	New
Householder Group Estate & Retirement Specialist, LLC	1	$163	0.00%	+1	New
Highline Wealth Partners LLC	2	$327	0.00%	00.0%	Unchanged
Carolinas Wealth Consulting LLC	2	$335	0.00%	00.0%	Unchanged
Column Capital Advisors, LLC	3	$490	0.00%	−9−75.0%	Reduced
Financial Synergies Wealth Advisors, Inc.	3	$490	0.00%	00.0%	Unchanged
GoalVest Advisory LLC	3	$490	0.00%	+3	New
Coppell Advisory Solutions LLC	3	$562	0.00%	−2−40.0%	Reduced
Spartan Planning & Wealth Management	4	$653	0.00%	+4	New
HHM Wealth Advisors, LLC	4	$654	0.00%	+4	New
Centerpoint Advisors, LLC	9	$1.00K	0.00%	00.0%	Unchanged
Tanaka Capital Management Inc	6	$1.00K	0.00%	00.0%	Unchanged
Delos Wealth Advisors, LLC	7	$1.13K	0.00%	00.0%	Unchanged
Perkins Coie Trust Co	7	$1.14K	0.00%	+7	New
Archer Investment Corp	7	$1.14K	0.00%	00.0%	Unchanged
TFC Financial Management	7	$1.14K	0.00%	00.0%	Unchanged
TD Capital Management LLC	7	$1.19K	0.00%	00.0%	Unchanged
Thompson Investment Management, Inc.	8	$1.31K	0.00%	+8	New
Front Row Advisors LLC	9	$1.47K	0.00%	+3+50.0%	Added
Cornerstone Planning Group LLC	10	$1.63K	0.00%	−8−44.4%	Reduced
New England Capital Financial Advisors LLC	10	$1.63K	0.00%	00.0%	Unchanged
PFS Partners, LLC	10	$1.63K	0.00%	00.0%	Unchanged
Register Financial Advisors LLC	10	$1.64K	0.00%	+10	New
Raleigh Capital Management Inc.	11	$1.76K	0.00%	+11	New
KB Financial Partners, LLC	12	$2.00K	0.00%	00.0%	Unchanged
Avion Wealth	15	$2.00K	0.00%	+1+7.1%	Added
Authentikos Wealth Advisory, LLC	13	$2.12K	0.00%	+13	New
Tfo-TDC, LLC	14	$2.43K	0.00%	+8+133.3%	Added
Milestone Investment Advisors LLC	23	$3.76K	0.00%	+23	New
PayPay Securities Corp	24	$3.92K	0.19%	00.0%	Unchanged
Leonteq Securities AG	25	$4.08K	0.00%	−100−80.0%	Reduced
Colonial Trust Advisors	26	$4.25K	0.00%	−53−67.1%	Reduced
Tradewinds Capital Management, LLC	27	$4.41K	0.00%	00.0%	Unchanged
Macroview Investment Management LLC	28	$4.61K	0.01%	+28	New
JDM Financial Group LLC	30	$4.90K	0.00%	00.0%	Unchanged
SkyView Investment Advisors, LLC	30	$5.00K	0.00%	+3+11.1%	Added
Richard W. Paul & Associates, LLC	31	$5.06K	0.00%	−13−29.5%	Reduced
Truvestments Capital LLC	34	$5.55K	0.00%	00.0%	Unchanged
Your Advocates Ltd., LLP	35	$5.72K	0.00%	−10−22.2%	Reduced
ING Groep NV	37	$6.04K	0.00%	−6,922−99.5%	Reduced
Raffa Wealth Management, LLC	37	$6.04K	0.00%	00.0%	Unchanged
LFA - Lugano Financial Advisors SA	39	$6.37K	0.01%	+39	New
Armstrong Advisory Group, Inc	44	$7.19K	0.00%	00.0%	Unchanged
Center for Financial Planning, Inc.	45	$7.35K	0.00%	00.0%	Unchanged
Cranbrook Wealth Management, LLC	46	$7.51K	0.00%	00.0%	Unchanged
Barrett & Company, Inc.	47	$7.68K	0.00%	+43+1,075.0%	Added
Hazlett, Burt & Watson, Inc.	49	$8.00K	0.01%	00.0%	Unchanged
McClarren Financial Advisors, Inc.	51	$8.00K	0.01%	00.0%	Unchanged
Versant Capital Management, Inc	50	$8.17K	0.00%	−25−33.3%	Reduced
Rosenberg Matthew Hamilton	50	$8.17K	0.00%	00.0%	Unchanged
Sound Income Strategies, LLC	51	$8.33K	0.00%	−22−30.1%	Reduced
Thomas J. Herzfeld Advisors, Inc.	54	$8.82K	0.00%	00.0%	Unchanged
Ogorek Anthony Joseph	60	$9.00K	0.00%	00.0%	Unchanged
Financial Management Professionals, Inc.	57	$9.00K	0.00%	+2+3.6%	Added
Capital Analysts, LLC	57	$9.00K	0.00%	+30+111.1%	Added
Red Tortoise LLC	60	$9.84K	0.01%	+11+22.4%	Added
North Star Investment Management Corp.	61	$9.96K	0.00%	00.0%	Unchanged
Strengthening Families & Communities, LLC	63	$10.0K	0.00%	+37+142.3%	Added
Rise Advisors, LLC	62	$10.1K	0.01%	00.0%	Unchanged
Albion Financial Group	66	$10.8K	0.00%	00.0%	Unchanged
Mascoma Wealth Management LLC	67	$10.9K	0.00%	00.0%	Unchanged
Abound Wealth Management	67	$10.9K	0.00%	+28+71.8%	Added
Foster Dykema Cabot & Co Inc	66	$11.0K	0.00%	00.0%	Unchanged
Birch Capital Management, LLC	71	$11.6K	0.01%	00.0%	Unchanged
Missouri Trust & Investment Co	73	$11.9K	0.01%	00.0%	Unchanged
SOA Wealth Advisors, LLC.	73	$12.0K	0.00%	+1+1.4%	Added
GW&K Investment Management, LLC	72	$12.0K	0.00%	−16−18.2%	Reduced
Riverview Trust Co	82	$13.4K	0.01%	00.0%	Unchanged
DHJJ Financial Advisors, Ltd.	90	$14.7K	0.01%	+90	New
Carmel Capital Partners, LLC	91	$14.9K	0.01%	+91	New
Concord Wealth Partners	92	$15.0K	0.00%	+53+135.9%	Added
Headinvest, LLC	100	$16.2K	0.00%	+100	New
Tucker Asset Management LLC	100	$16.3K	0.00%	00.0%	Unchanged
Park Place Capital Corp	103	$16.8K	0.00%	−13−11.2%	Reduced
Beacon Capital Management, LLC	99	$17.2K	0.00%	00.0%	Unchanged
Luken Investment Analytics, LLC	106	$17.3K	0.01%	00.0%	Unchanged
Venturi Wealth Management, LLC	107	$17.5K	0.00%	+5+4.9%	Added
Toth Financial Advisory Corp	108	$17.6K	0.00%	+8+8.0%	Added
Baker Avenue Asset Management, LP	109	$17.8K	0.00%	−11−9.2%	Reduced
Magnolia Capital Management Ltd	108	$18.0K	0.02%	00.0%	Unchanged
Cassady Schiller Wealth Management, LLC	114	$18.6K	0.01%	00.0%	Unchanged
Lee Financial Co	114	$18.6K	0.00%	00.0%	Unchanged
Riggs Asset Managment Co. Inc.	115	$18.8K	0.01%	00.0%	Unchanged
Cedar Mountain Advisors, LLC	116	$18.9K	0.01%	−69−37.3%	Reduced
Wolff Wiese Magana LLC	117	$19.1K	0.02%	00.0%	Unchanged
Global Wealth Management Investment Advisory, Inc.	120	$19.6K	0.01%	00.0%	Unchanged
West Branch Capital LLC	125	$20.4K	0.01%	00.0%	Unchanged
MCF Advisors LLC	131	$21.4K	0.00%	+1+0.8%	Added
Laurel Wealth Advisors LLC	138	$22.5K	0.00%	00.0%	Unchanged
BOK Financial Private Wealth, Inc.	139	$22.7K	0.00%	00.0%	Unchanged
Sutton Wealth Advisors Inc.	141	$23.0K	0.01%	+13+10.2%	Added
Trust Co	144	$23.5K	0.00%	00.0%	Unchanged
DT Investment Partners, LLC	144	$23.5K	0.00%	00.0%	Unchanged
Duncker Streett & Co Inc	149	$24.4K	0.01%	−249−62.6%	Reduced
Wellington Shields Capital Management, LLC	150	$24.5K	0.00%	00.0%	Unchanged
Nordwand Advisors, LLC	150	$24.5K	0.00%	00.0%	Unchanged
FWL Investment Management, LLC	150	$24.5K	0.02%	+150	New
Pathway Financial Advisers, LLC	151	$24.7K	0.01%	+151	New
Flaharty Asset Management, LLC	156	$25.5K	0.00%	+156	New