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 |
|---|---|---|---|---|---|
| Annis Gardner Whiting Capital Advisors, LLC | 794 | $129.7K | 0.07% | +794 | New |
| Global Financial Private Client, LLC | 800 | $129.8K | 0.07% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 805 | $131.5K | 0.01% | +4+0.5% | Added |
| CNB Bank | 825 | $134.7K | 0.08% | +594+257.1% | Added |
| Core Alternative Capital | 844 | $137.8K | 0.02% | −66−7.3% | Reduced |
| First Community Trust NA | 845 | $138.0K | 0.16% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 850 | $138.2K | 0.01% | +106+14.2% | Added |
| Bangor Savings Bank | 848 | $138.5K | 0.02% | 00.0% | Unchanged |
| St Germain D J Co Inc | 876 | $143.1K | 0.01% | −78−8.2% | Reduced |
| Pflug Koory, LLC | 883 | $144.2K | 0.08% | −10−1.1% | Reduced |
| Salem Investment Counselors Inc | 891 | $145.5K | 0.01% | −50−5.3% | Reduced |
| Horizons Wealth Management | 896 | $146.3K | 0.11% | 00.0% | Unchanged |
| Estabrook Capital Management | 898 | $146.7K | 0.03% | −6−0.7% | Reduced |
| Brown Brothers Harriman & Co | 900 | $147.0K | 0.00% | +190+26.8% | Added |
| Washington Trust Co | 910 | $148.6K | 0.01% | −200−18.0% | Reduced |
| Focused Wealth Management, Inc | 927 | $151.4K | 0.03% | +3+0.3% | Added |
| Headlands Technologies LLC | 943 | $154.0K | 0.08% | +943 | New |
| Logan Capital Management Inc | 950 | $155.1K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 951 | $155.3K | 0.01% | −19−2.0% | Reduced |
| Tortoise Investment Management, LLC | 963 | $157.3K | 0.02% | +7+0.7% | Added |
| MV Capital Management, Inc. | 967 | $157.9K | 0.02% | −43−4.3% | Reduced |
| Pin Oak Investment Advisors Inc | 997 | $163.0K | 0.18% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 1,015 | $165.8K | 0.08% | +500+97.1% | Added |
| Glen Eagle Advisors, LLC | 1,029 | $168.1K | 0.04% | +11+1.1% | Added |
| Key Financial Inc | 1,065 | $173.9K | 0.06% | 00.0% | Unchanged |
| Centennial Bank | 1,066 | $174.1K | 0.12% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1,100 | $179.6K | 0.05% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,108 | $180.9K | 0.01% | −3−0.3% | Reduced |
| Quent Capital, LLC | 1,114 | $181.9K | 0.03% | +76+7.3% | Added |
| Anchor Investment Management, LLC | 1,175 | $191.9K | 0.03% | −200−14.5% | Reduced |
| WR Wealth Planners, LLC | 1,210 | $197.6K | 0.08% | 00.0% | Unchanged |
| Laffer Tengler Investments | 1,217 | $198.7K | 0.06% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 1,219 | $199.1K | 0.01% | −4,350−78.1% | Reduced |
| Wealth Architects, LLC | 1,225 | $200.1K | 0.03% | +20+1.7% | Added |
| Moneta Group Investment Advisors LLC | 1,229 | $200.7K | 0.00% | −101−7.6% | Reduced |
| Advus Financial Partners, LLC | 1,230 | $200.9K | 0.08% | −64−4.9% | Reduced |
| Liberty Capital Management, Inc. | 1,230 | $200.9K | 0.06% | 00.0% | Unchanged |
| SFMG, LLC | 1,234 | $201.5K | 0.02% | +5+0.4% | Added |
| Santori & Peters | 1,236 | $201.9K | 0.11% | 00.0% | Unchanged |
| Lake Street Financial LLC | 1,210 | $202.8K | 0.04% | +1,210 | New |
| Legacy Trust | 1,243 | $203.0K | 0.06% | −103−7.7% | Reduced |
| Wealthcare Advisory Partners LLC | 1,244 | $203.2K | 0.01% | +15+1.2% | Added |
| JJJ Advisors Inc. | 1,246 | $203.5K | 0.05% | +31+2.6% | Added |
| Slocum, Gordon & Co LLP | 1,250 | $204.1K | 0.18% | +1,250 | New |
| Old Port Advisors | 1,253 | $204.6K | 0.07% | +1,253 | New |
| Inscription Capital, LLC | 1,261 | $205.9K | 0.07% | +7+0.6% | Added |
| First Foundation Advisors | 1,271 | $207.6K | 0.01% | −25−1.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 1,274 | $208.1K | 0.12% | +32+2.6% | Added |
| Congress Wealth Management LLC | 1,275 | $208.3K | 0.00% | −178−12.3% | Reduced |
| PDS Planning, Inc | 1,280 | $209.0K | 0.03% | −300−19.0% | Reduced |
| Live Oak Private Wealth LLC | 1,286 | $210.0K | 0.04% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 1,286 | $210.0K | 0.02% | +1,286 | New |
| D L Carlson Investment Group Inc | 1,289 | $210.5K | 0.04% | −262−16.9% | Reduced |
| Advisor OS, LLC | 1,291 | $210.8K | 0.03% | −4,134−76.2% | Reduced |
| Eagle Ridge Investment Management | 1,291 | $210.8K | 0.02% | −110−7.9% | Reduced |
| RMB Capital Management, LLC | 1,293 | $211.2K | 0.01% | +5+0.4% | Added |
| Delta Asset Management LLC | 1,296 | $211.7K | 0.02% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 1,299 | $212.1K | 0.01% | +1,299 | New |
| IFP Advisors, Inc | 1,300 | $212.2K | 0.01% | +160+14.0% | Added |
| Schear Investment Advisers, LLC | 1,301 | $212.5K | 0.23% | −138−9.6% | Reduced |
| Gateway Advisory, LLC | 1,304 | $212.9K | 0.04% | +1,304 | New |
| Van Strum & Towne Inc. | 1,304 | $213.0K | 0.09% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 1,320 | $215.6K | 0.29% | 00.0% | Unchanged |
| CX Institutional | 1,320 | $215.6K | 0.01% | −194−12.8% | Reduced |
| Voya Financial Advisors, Inc. | 1,288 | $215.9K | 0.03% | +13+1.0% | Added |
| Sentry Investment Management LLC | 1,329 | $217.0K | 0.10% | −232−14.9% | Reduced |
| Earnest Partners LLC | 1,330 | $217.2K | 0.00% | −71−5.1% | Reduced |
| Caldwell Trust Co | 1,333 | $217.7K | 0.03% | −45−3.3% | Reduced |
| Formidable Asset Management, LLC | 1,335 | $218.1K | 0.05% | +31+2.4% | Added |
| Great Waters Wealth Management | 1,340 | $218.3K | 0.04% | −21−1.5% | Reduced |
| Summit Trail Advisors, LLC | 1,337 | $218.3K | 0.01% | +1,337 | New |
| Soundmark Wealth Management, LLC | 1,340 | $218.8K | 0.12% | +1,340 | New |
| JFS Wealth Advisors, LLC | 1,353 | $221.0K | 0.02% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 1,354 | $221.1K | 0.01% | +76+5.9% | Added |
| Wealth Effects LLC | 1,369 | $223.5K | 0.11% | −49−3.5% | Reduced |
| Henrickson Nauta Wealth Advisors, Inc. | 1,370 | $223.7K | 0.14% | −3−0.2% | Reduced |
| First Nebraska Trust Co | 1,370 | $223.7K | 0.03% | 00.0% | Unchanged |
| Dearborn Partners LLC | 1,387 | $226.4K | 0.01% | +126+10.0% | Added |
| SRS Capital Advisors, Inc. | 1,390 | $227.0K | 0.03% | +266+23.7% | Added |
| Wedmont Private Capital | 1,392 | $227.2K | 0.02% | −135−8.8% | Reduced |
| Vise Technologies, Inc. | 1,394 | $227.7K | 0.06% | −398−22.2% | Reduced |
| New Hampshire Trust | 1,405 | $229.5K | 0.06% | −23−1.6% | Reduced |
| Manchester Capital Management LLC | 1,407 | $229.8K | 0.03% | +49+3.6% | Added |
| Peachtree Investment Partners, LLC | 1,410 | $230.2K | 0.12% | +3+0.2% | Added |
| Rehmann Capital Advisory Group | 1,412 | $230.7K | 0.02% | +1,412 | New |
| Virginia Wealth Management Group, Inc. | 1,418 | $231.6K | 0.16% | +8+0.6% | Added |
| Strait & Sound Wealth Management LLC | 1,438 | $234.8K | 0.20% | +1,438 | New |
| Avantax Planning Partners, Inc. | 1,444 | $235.8K | 0.01% | −71−4.7% | Reduced |
| Fairhaven Wealth Management, LLC | 1,444 | $235.8K | 0.09% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 1,446 | $236.1K | 0.01% | −32−2.2% | Reduced |
| TCG Advisory Services, LLC | 1,447 | $236.3K | 0.04% | +1,447 | New |
| Farmers Trust Co | 1,457 | $237.9K | 0.05% | +175+13.7% | Added |
| Tiemann Investment Advisors, LLC | 1,460 | $238.4K | 0.13% | +25+1.7% | Added |
| Colonial Trust Co | 1,464 | $239.0K | 0.06% | +49+3.5% | Added |
| Brookstone Capital Management | 1,461 | $239.5K | 0.01% | −152−9.4% | Reduced |
| Grove Bank & Trust | 1,478 | $241.4K | 0.05% | +119+8.8% | Added |
| Sandy Spring Bank | 1,481 | $241.9K | 0.01% | −47−3.1% | Reduced |
| Proficio Capital Partners LLC | 1,484 | $242.3K | 0.03% | +2+0.1% | Added |
| Windsor Capital Management, LLC | 1,486 | $242.7K | 0.08% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 1,488 | $243.0K | 0.05% | −321−17.7% | Reduced |