Skip to main content

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, 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
1,259
−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
484 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
Q1 2021: 1,172 institutionsQ2 2021: 1,138 institutionsQ3 2021: 1,137 institutionsQ4 2021: 1,229 institutionsQ1 2022: 1,277 institutionsQ2 2022: 1,222 institutionsQ3 2022: 1,204 institutionsQ4 2022: 1,304 institutionsQ1 2023: 1,270 institutionsQ2 2023: 1,288 institutionsQ3 2023: 1,260 institutionsQ4 2023: 1,334 institutionsQ1 2024: 1,452 institutionsQ2 2024: 1,415 institutionsQ3 2024: 1,471 institutionsQ4 2024: 1,590 institutionsQ1 2025: 1,645 institutionsQ2 2025: 1,639 institutionsQ3 2025: 1,681 institutionsQ4 2025: 1,780 institutionsQ1 2026: 1,805 institutionsQ2 2026: 1,869 institutions
Value heldQ3 2023: $30.5B
Q1 2021: $31.5BQ2 2021: $31.0BQ3 2021: $31.1BQ4 2021: $31.3BQ1 2022: $36.0BQ2 2022: $33.1BQ3 2022: $29.7BQ4 2022: $36.0BQ1 2023: $32.3BQ2 2023: $32.5BQ3 2023: $30.5BQ4 2023: $36.0BQ1 2024: $43.6BQ2 2024: $38.8BQ3 2024: $44.0BQ4 2024: $45.6BQ1 2025: $49.8BQ2 2025: $50.7BQ3 2025: $51.9BQ4 2025: $53.8BQ1 2026: $52.1BQ2 2026: $61.0B
Institutions holding TRV and their total value by quarter
QuarterHoldersValue
Q2 20261,869$61.0B
Q1 20261,805$52.1B
Q4 20251,780$53.8B
Q3 20251,681$51.9B
Q2 20251,639$50.7B
Q1 20251,645$49.8B
Q4 20241,590$45.6B
Q3 20241,471$44.0B
Q2 20241,415$38.8B
Q1 20241,452$43.6B
Q4 20231,334$36.0B
Q3 20231,260$30.5B
Q2 20231,288$32.5B
Q1 20231,270$32.3B
Q4 20221,304$36.0B
Q3 20221,204$29.7B
Q2 20221,222$33.1B
Q1 20221,277$36.0B
Q4 20211,229$31.3B
Q3 20211,137$31.1B
Q2 20211,138$31.0B
Q1 20211,172$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
InstitutionSharesValue% of portfolioChange in sharesAction
TAP Consulting, LLC0$00.00%−2,000−100.0%Sold out
GTS Securities LLC0$00.00%−1,880−100.0%Sold out
Great Point Wealth Advisors, LLC0$00.00%−1,778−100.0%Sold out
FFT Wealth Management LLC0$00.00%−1,755−100.0%Sold out
Virtu Financial LLC0$00.00%−1,675−100.0%Sold out
StoneX Group Inc.0$00.00%−1,625−100.0%Sold out
Arete Wealth Advisors, LLC0$00.00%−1,577−100.0%Sold out
Monument Capital Management0$00.00%−1,570−100.0%Sold out
Renaissance Group LLC0$00.00%−1,487−100.0%Sold out
Advisors Capital Management, LLC0$00.00%−1,487−100.0%Sold out
American Trust0$00.00%−1,475−100.0%Sold out
Advisory Research Inc0$00.00%−1,429−100.0%Sold out
Oak Associates, Ltd0$00.00%−1,403−100.0%Sold out
Nations Financial Group Inc,0$00.00%−1,351−100.0%Sold out
Drive Wealth Management, LLC0$00.00%−1,340−100.0%Sold out
Pettee Investors, Inc.0$00.00%−1,322−100.0%Sold out
Mather Group, LLC.0$00.00%−1,308−100.0%Sold out
Change Path, LLC0$00.00%−1,299−100.0%Sold out
Hilltop Holdings Inc.0$00.00%−1,264−100.0%Sold out
Asset Allocation & Management Company, LLC0$00.00%−1,236−100.0%Sold out
PFG Advisors0$00.00%−1,233−100.0%Sold out
Jackson Creek Investment Advisors LLC0$00.00%−1,228−100.0%Sold out
C M Bidwell & Associates Ltd0$00.00%−1,225−100.0%Sold out
Sovereign Financial Group, Inc.0$00.00%−1,220−100.0%Sold out
CRA Financial Services, LLC0$00.00%−1,215−100.0%Sold out
Cornerstone Wealth Management, LLC0$00.00%−1,213−100.0%Sold out
Delta Financial Group, Inc.0$00.00%−1,205−100.0%Sold out
Meridian Wealth Management, LLC0$00.00%−1,202−100.0%Sold out
Builder Investment Group Inc0$00.00%−1,200−100.0%Sold out
Cape Ann Savings Bank0$00.00%−1,200−100.0%Sold out
Salzhauer Michael0$00.00%−1,200−100.0%Sold out
AFS Financial Group, LLC0$00.00%−1,200−100.0%Sold out
Herold Advisors, Inc.0$00.00%−1,200−100.0%Sold out
IVC Wealth Advisors LLC0$00.00%−1,190−100.0%Sold out
Cornell Pochily Investment Advisors, Inc.0$00.00%−1,189−100.0%Sold out
Sage Rhino Capital LLC0$00.00%−1,186−100.0%Sold out
Baxter Bros Inc0$00.00%−1,171−100.0%Sold out
Apella Capital, LLC0$00.00%−1,169−100.0%Sold out
Capital Investment Advisors, LLC0$00.00%−1,168−100.0%Sold out
Jarislowsky, Fraser Ltd0$00.00%−1,165−100.0%Sold out
Wealthspan Partners, LLC0$00.00%−1,163−100.0%Sold out
Castle Rock Wealth Management, LLC0$00.00%−1,170−100.0%Sold out
Winning Points Advisors, LLC0$00.00%−1,056−100.0%Sold out
Fairfield, Bush & Co.0$00.00%−876−100.0%Sold out
Tilia Fiduciary Partners, Inc.0$00.00%−858−100.0%Sold out
Clear Street Markets LLC0$00.00%−590−100.0%Sold out
O'Dell Group, LLC0$00.00%−508−100.0%Sold out
CVA Family Office, LLC0$00.00%−475−100.0%Sold out
Clearview Wealth Advisors LLC0$00.00%−454−100.0%Sold out
Ridgewood Investments LLC0$00.00%−444−100.0%Sold out
Old Point Trust & Financial Services N A0$00.00%−420−100.0%Sold out
Fiduciary Alliance LLC0$00.00%−412−100.0%Sold out
Harvest Fund Management Co., Ltd0$00.00%−301−100.0%Sold out
Rational Advisors LLC0$00.00%−275−100.0%Sold out
Safeguard Financial, LLC0$00.00%−265−100.0%Sold out
Crewe Advisors LLC0$00.00%−259−100.0%Sold out
WealthPLAN Partners, LLC0$00.00%−210−100.0%Sold out
Quarry LP0$00.00%−135−100.0%Sold out
Nalls Sherbakoff Group, LLC0$00.00%−120−100.0%Sold out
WealthPlan Investment Management, LLC0$00.00%−100−100.0%Sold out
Picton Mahoney Asset Management0$00.00%−60−100.0%Sold out
Legend Financial Advisors, Inc.0$00.00%−50−100.0%Sold out
Disciplined Investments, LLC0$00.00%−38−100.0%Sold out
Loomis Sayles & Co L P0$00.00%−35−100.0%Sold out
Independence Bank of Kentucky0$00.00%−16−100.0%Sold out
Bollard Group LLC0$00.00%−10−100.0%Sold out
ICA Group Wealth Management, LLC0$00.00%−1−100.0%Sold out
AllSquare Wealth Management LLC0$00.00%−1−100.0%Sold out
Pictet Asset Management SA––––Not filed
PFS Investments Inc.––––Not filed
Tiaa, FSB––––Not filed
BerganKDV Wealth Management, LLC––––Not filed
BDO Wealth Advisors, LLC––––Not filed
EA Series Trust––––Not filed
Vigilant Capital Management, LLC––––Not filed
First National Bank of South Miami––––Not filed
Relaxing Retirement Coach––––Not filed
Heron Financial Group, LLC––––Not filed
Intercontinental Wealth Advisors, LLC––––Not filed
Kistler-Tiffany Companies, LLC––––Not filed
Endurance Wealth Management, Inc.––––Not filed
First Command Bank––––Not filed
First Command Financial Services, Inc.––––Not filed
Lansing Street Advisors––––Not filed
Coastal Capital Group, Inc.––––Not filed
First Capital Advisors Group, LLC.––––Not filed
Northwest Bank & Trust Co––––Not filed