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
- 1,260
- −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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Command Advisory Services, Inc. | 158 | $25.8K | 0.00% | +158 | New |
| Arlington Partners LLC | 163 | $26.6K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 163 | $26.6K | 0.01% | +163 | New |
| Northwest Capital Management Inc | 165 | $26.9K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 170 | $28.0K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 172 | $28.1K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 173 | $28.3K | 0.01% | +14+8.8% | Added |
| Country Trust Bank | 175 | $28.6K | 0.00% | +148+548.1% | Added |
| West Tower Group, LLC | 179 | $29.2K | 0.02% | −424−70.3% | Reduced |
| Carmichael Hill & Associates, Inc. | 183 | $29.9K | 0.01% | −44−19.4% | Reduced |
| Institutional & Family Asset Management, LLC | 185 | $30.2K | 0.00% | +11+6.3% | Added |
| RFP Financial Group LLC | 195 | $31.8K | 0.01% | +26+15.4% | Added |
| Spotlight Asset Group, Inc. | 200 | $32.7K | 0.03% | −16−7.4% | Reduced |
| McIlrath & Eck, LLC | 200 | $32.7K | 0.01% | −9−4.3% | Reduced |
| Johnson Financial Group, Inc. | 200 | $32.7K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 200 | $32.7K | 0.00% | +30+17.6% | Added |
| AM Squared Ltd | 200 | $32.7K | 0.05% | +100+100.0% | Added |
| Princeton Global Asset Management LLC | 202 | $33.0K | 0.01% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 203 | $33.2K | 0.00% | −814−80.0% | Reduced |
| Glass Jacobson Investment Advisors llc | 205 | $33.5K | 0.02% | 00.0% | Unchanged |
| RVW Wealth, LLC | 206 | $33.6K | 0.00% | +206 | New |
| Dividend Assets Capital, LLC | 207 | $34.0K | 0.01% | 00.0% | Unchanged |
| Gould Capital, LLC | 211 | $34.2K | 0.03% | 00.0% | Unchanged |
| Addison Advisors LLC | 218 | $35.6K | 0.02% | +42+23.9% | Added |
| Edmond de Rothschild Holding S.A. | 221 | $36.1K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 225 | $36.7K | 0.03% | −85−27.4% | Reduced |
| Sit Investment Associates Inc | 226 | $37.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 227 | $37.0K | 0.00% | −314−58.0% | Reduced |
| Sittner & Nelson, LLC | 231 | $37.7K | 0.02% | −2−0.9% | Reduced |
| Thompson Siegel & Walmsley LLC | 234 | $38.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 235 | $38.4K | 0.01% | −17−6.7% | Reduced |
| Piscataqua Savings Bank | 241 | $39.4K | 0.03% | 00.0% | Unchanged |
| Motco | 244 | $39.8K | 0.00% | +16+7.0% | Added |
| Atlas Capital Advisors LLC | 249 | $40.7K | 0.01% | −66−21.0% | Reduced |
| Godsey & Gibb Associates | 250 | $40.8K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 252 | $41.2K | 0.00% | −158−38.5% | Reduced |
| Covestor Ltd | 262 | $42.0K | 0.03% | −1−0.4% | Reduced |
| Operose Advisors LLC | 263 | $43.0K | 0.02% | +263 | New |
| Tyler-Stone Wealth Management | 264 | $43.0K | 0.02% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 265 | $43.3K | 0.01% | +2+0.8% | Added |
| Jones Financial Companies LLLP | 267 | $43.6K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 274 | $44.7K | 0.03% | +274 | New |
| Hartford Financial Management Inc. | 278 | $45.4K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 279 | $45.6K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 289 | $47.2K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 291 | $47.5K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 297 | $48.4K | 0.01% | −534−64.3% | Reduced |
| Bell Investment Advisors, Inc | 297 | $48.5K | 0.01% | −9−2.9% | Reduced |
| Peoples Financial Services Corp. | 309 | $50.5K | 0.02% | 00.0% | Unchanged |
| Norwood Financial Corp | 310 | $50.6K | 0.08% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 310 | $51.0K | 0.01% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 325 | $53.0K | 0.04% | 00.0% | Unchanged |
| Larson Financial Group LLC | 325 | $53.1K | 0.01% | +201+162.1% | Added |
| VisionPoint Advisory Group, LLC | 327 | $53.4K | 0.02% | +177+118.0% | Added |
| TCTC Holdings, LLC | 330 | $53.9K | 0.00% | +32+10.7% | Added |
| Oliver Lagore Vanvalin Investment Group | 330 | $53.9K | 0.02% | +152+85.4% | Added |
| Vestor Capital, LLC | 328 | $54.0K | 0.01% | −83−20.2% | Reduced |
| Washington Trust Advisors, Inc. | 338 | $55.1K | 0.01% | +13+4.0% | Added |
| Central Bank & Trust Co | 340 | $55.5K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 343 | $56.0K | 0.02% | +343 | New |
| Financial Perspectives, Inc | 344 | $56.2K | 0.03% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 345 | $56.3K | 0.01% | +345 | New |
| Prestige Wealth Management Group LLC | 347 | $56.7K | 0.01% | −48−12.2% | Reduced |
| State of Wyoming | 360 | $58.8K | 0.01% | −1,683−82.4% | Reduced |
| Sunbelt Securities, Inc. | 361 | $59.0K | 0.01% | +1+0.3% | Added |
| Rogco, LP | 365 | $59.6K | 0.03% | +365 | New |
| Trifecta Capital Advisors, LLC | 372 | $60.8K | 0.02% | −175−32.0% | Reduced |
| First Financial Corp | 381 | $62.2K | 0.04% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 383 | $62.5K | 0.03% | +51+15.4% | Added |
| American National Bank | 396 | $64.7K | 0.01% | −100−20.2% | Reduced |
| Harbor Investment Advisory, LLC | 398 | $65.0K | 0.01% | −34−7.9% | Reduced |
| Aquatic Capital Management LLC | 400 | $65.0K | 0.00% | −19,700−98.0% | Reduced |
| Farther Finance Advisors, LLC | 409 | $66.8K | 0.01% | +152+59.1% | Added |
| Tanglewood Legacy Advisors, LLC | 500 | $81.7K | 0.05% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 507 | $82.8K | 0.04% | +507 | New |
| EverSource Wealth Advisors, LLC | 509 | $83.0K | 0.01% | +131+34.7% | Added |
| Resurgent Financial Advisors LLC | 534 | $87.2K | 0.06% | +19+3.7% | Added |
| Baystate Wealth Management LLC | 534 | $87.2K | 0.01% | +2+0.4% | Added |
| CGC Financial Services, LLC | 536 | $87.5K | 0.06% | 00.0% | Unchanged |
| Valley National Advisers Inc | 552 | $90.0K | 0.02% | +2+0.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 568 | $92.9K | 0.01% | +1+0.2% | Added |
| City Holding Co | 571 | $93.2K | 0.02% | −35−5.8% | Reduced |
| Atwood & Palmer Inc | 573 | $93.6K | 0.01% | 00.0% | Unchanged |
| Bray Capital Advisors | 596 | $97.3K | 0.03% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 608 | $99.3K | 0.02% | +608 | New |
| GPS Wealth Strategies Group, LLC | 610 | $99.6K | 0.02% | −29−4.5% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 611 | $99.8K | 0.05% | +611 | New |
| Dougherty Wealth Advisers LLC | 628 | $102.6K | 0.12% | 00.0% | Unchanged |
| Clean Yield Group | 650 | $105.6K | 0.05% | 00.0% | Unchanged |
| Monetary Management Group Inc | 650 | $106.2K | 0.04% | 00.0% | Unchanged |
| Financial Freedom, LLC | 654 | $106.8K | 0.08% | +1+0.2% | Added |
| Adirondack Trust Co | 680 | $111.0K | 0.06% | 00.0% | Unchanged |
| Alta Advisers Ltd | 700 | $114.3K | 0.07% | 00.0% | Unchanged |
| Tompkins Financial Corp | 702 | $114.6K | 0.02% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 700 | $118.3K | 0.00% | −25−3.4% | Reduced |
| Blue Chip Partners, Inc. | 729 | $119.0K | 0.01% | −38−5.0% | Reduced |
| Field & Main Bank | 743 | $121.3K | 0.06% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 743 | $121.3K | 0.04% | +42+6.0% | Added |
| Citizens National Bank Trust Department | 750 | $122.5K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 776 | $126.7K | 0.06% | −126−14.0% | Reduced |