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 |
|---|---|---|---|---|---|
| All Terrain Financial Advisors, LLC | 1,495 | $244.1K | 0.12% | 00.0% | Unchanged |
| Sloy Dahl & Holst, LLC | 1,499 | $244.8K | 0.05% | 00.0% | Unchanged |
| LVW Advisors, LLC | 1,501 | $245.1K | 0.05% | +1,501 | New |
| McKinley Carter Wealth Services, Inc. | 1,517 | $247.8K | 0.02% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 1,522 | $248.0K | 0.15% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,520 | $248.2K | 0.06% | 00.0% | Unchanged |
| Shelton Capital Management | 1,523 | $248.7K | 0.01% | 00.0% | Unchanged |
| Chicago Trust Co NA | 1,529 | $249.7K | 0.06% | +185+13.8% | Added |
| Simmons Bank | 1,531 | $250.0K | 0.02% | +36+2.4% | Added |
| Eagle Bay Advisors LLC | 1,533 | $250.3K | 0.12% | +292+23.5% | Added |
| Heritage Wealth Advisors | 1,539 | $251.4K | 0.01% | −9−0.6% | Reduced |
| PrairieView Partners, LLC | 1,550 | $253.0K | 0.03% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 1,544 | $253.2K | 0.05% | −130−7.8% | Reduced |
| Csenge Advisory Group | 1,554 | $253.8K | 0.02% | −13−0.8% | Reduced |
| Randolph Co Inc | 1,555 | $253.9K | 0.04% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 1,560 | $254.8K | 0.03% | +212+15.7% | Added |
| Burke & Herbert Bank & Trust Co | 1,562 | $255.1K | 0.21% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 1,563 | $255.3K | 0.33% | +41+2.7% | Added |
| Thomasville National Bank | 1,563 | $255.3K | 0.03% | +73+4.9% | Added |
| Carr Financial Group Corp | 1,517 | $255.5K | 0.10% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 1,568 | $256.1K | 0.05% | 00.0% | Unchanged |
| Somerville Kurt F | 1,575 | $257.2K | 0.05% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 1,578 | $257.7K | 0.02% | −2−0.1% | Reduced |
| Altfest L J & Co Inc | 1,582 | $258.0K | 0.04% | −7−0.4% | Reduced |
| Eudaimonia Partners, LLC | 1,587 | $259.2K | 0.06% | +23+1.5% | Added |
| Northwest Quadrant Wealth Management, LLC | 1,587 | $259.2K | 0.07% | +7+0.4% | Added |
| Essex Savings Bank | 1,591 | $259.8K | 0.09% | +12+0.8% | Added |
| Howland Capital Management LLC | 1,596 | $260.6K | 0.02% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 1,608 | $262.6K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,619 | $264.4K | 0.06% | −40−2.4% | Reduced |
| Five Oceans Advisors | 1,630 | $266.2K | 0.17% | +3+0.2% | Added |
| CWA Asset Management Group, LLC | 1,641 | $268.0K | 0.02% | −13−0.8% | Reduced |
| Mirabella Financial Services LLP | 1,652 | $269.8K | 0.04% | −2,659−61.7% | Reduced |
| Intrua Financial, LLC | 1,662 | $271.4K | 0.05% | 00.0% | Unchanged |
| Charter Trust Co | 1,666 | $272.1K | 0.02% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 1,700 | $277.6K | 0.00% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 1,700 | $278.0K | 0.02% | 00.0% | Unchanged |
| Wade G W & Inc | 1,706 | $279.0K | 0.01% | +6+0.4% | Added |
| Basepoint Wealth LLC | 1,711 | $279.5K | 0.23% | −4−0.2% | Reduced |
| Ropes Wealth Advisors LLC | 1,712 | $279.6K | 0.05% | −225−11.6% | Reduced |
| Legacy Private Trust Co. | 1,713 | $279.8K | 0.02% | −555−24.5% | Reduced |
| Fiduciary Group LLC | 1,716 | $280.2K | 0.04% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 1,720 | $280.9K | 0.02% | −150−8.0% | Reduced |
| Insigneo Advisory Services, LLC | 1,723 | $281.4K | 0.06% | +220+14.6% | Added |
| Pavion Blue Capital, LLC | 1,724 | $281.5K | 0.17% | 00.0% | Unchanged |
| BFSG, LLC | 1,739 | $284.0K | 0.05% | −425−19.6% | Reduced |
| WSFS Capital Management, LLC | 1,741 | $284.3K | 0.02% | +46+2.7% | Added |
| Gryphon Financial Partners LLC | 1,758 | $287.1K | 0.07% | +13+0.7% | Added |
| Evermay Wealth Management LLC | 1,770 | $289.1K | 0.06% | −55−3.0% | Reduced |
| Girard Partners Ltd. | 1,771 | $289.2K | 0.03% | −456−20.5% | Reduced |
| Smith, Moore & Co. | 1,785 | $291.5K | 0.04% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 1,787 | $291.8K | 0.01% | −32−1.8% | Reduced |
| South State Corp. | 1,799 | $293.8K | 0.03% | 00.0% | Unchanged |
| Advisors Management Group Inc | 1,809 | $295.0K | 0.09% | 00.0% | Unchanged |
| Fiera Capital Corp | 1,826 | $298.2K | 0.00% | +325+21.7% | Added |
| Mountain Pacific Investment Advisers Inc | 1,830 | $298.9K | 0.02% | 00.0% | Unchanged |
| New Potomac Partners, LLC | 1,834 | $299.5K | 0.21% | −31−1.7% | Reduced |
| Integrated Advisors Network LLC | 1,844 | $301.1K | 0.02% | −116−5.9% | Reduced |
| BLB&B Advisors, LLC | 1,845 | $301.3K | 0.02% | −82−4.3% | Reduced |
| Evergreen Capital Management LLC | 1,854 | $302.8K | 0.01% | −164−8.1% | Reduced |
| Humankind Investments LLC | 1,857 | $303.3K | 0.13% | +198+11.9% | Added |
| Wintrust Investments LLC | 1,873 | $306.0K | 0.03% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 1,878 | $306.7K | 0.06% | −120−6.0% | Reduced |
| Nwam LLC | 1,881 | $307.2K | 0.03% | +14+0.7% | Added |
| Investors Research Corp | 1,887 | $308.2K | 0.08% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 1,898 | $310.0K | 0.01% | +30+1.6% | Added |
| Mechanics Bank Trust Department | 1,900 | $310.3K | 0.05% | −74−3.7% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 1,901 | $310.5K | 0.09% | −338−15.1% | Reduced |
| Evergreen Wealth Solutions, LLC | 1,905 | $311.1K | 0.31% | +44+2.4% | Added |
| Spinnaker Trust | 1,905 | $311.1K | 0.02% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 1,906 | $311.3K | 0.02% | +621+48.3% | Added |
| Carlson Capital Management | 1,932 | $315.5K | 0.02% | −3−0.2% | Reduced |
| Alpha Cubed Investments, LLC | 1,934 | $315.9K | 0.02% | 00.0% | Unchanged |
| Marco Investment Management LLC | 1,935 | $316.0K | 0.04% | 00.0% | Unchanged |
| MKT Advisors LLC | 1,959 | $317.9K | 0.24% | −13−0.7% | Reduced |
| Clarius Group, LLC | 1,947 | $318.0K | 0.03% | −756−28.0% | Reduced |
| Quadrature Capital Ltd | 1,949 | $318.3K | 0.01% | −21,117−91.6% | Reduced |
| Whalerock Point Partners, LLC | 1,952 | $318.8K | 0.11% | 00.0% | Unchanged |
| Veracity Capital LLC | 1,953 | $318.9K | 0.15% | −231−10.6% | Reduced |
| Golden State Equity Partners | 1,957 | $319.6K | 0.09% | +351+21.9% | Added |
| Athena Investment Management | 1,966 | $321.1K | 0.23% | +100+5.4% | Added |
| Cahaba Wealth Management, Inc. | 1,973 | $322.2K | 0.04% | +1,973 | New |
| Stockman Wealth Management, Inc. | 1,987 | $324.5K | 0.07% | 00.0% | Unchanged |
| Boit C F David | 2,000 | $324.5K | 0.22% | 00.0% | Unchanged |
| Paloma Partners Management Co | 1,989 | $324.8K | 0.07% | +1,989 | New |
| Plante Moran Financial Advisors, LLC | 2,009 | $328.1K | 0.04% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 2,009 | $328.1K | 0.09% | +25+1.3% | Added |
| First Citizens Bank & Trust Co | 2,012 | $328.6K | 0.01% | +19+1.0% | Added |
| Peak Asset Management, LLC | 2,014 | $328.9K | 0.08% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 2,015 | $329.0K | 0.01% | −39−1.9% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 2,015 | $329.1K | 0.21% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 2,028 | $331.2K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 2,030 | $331.5K | 0.06% | +36+1.8% | Added |
| Glassman Wealth Services | 2,048 | $334.5K | 0.05% | +4+0.2% | Added |
| Benedetti & Gucer, Inc. | 2,053 | $335.3K | 0.18% | 00.0% | Unchanged |
| Diligent Investors, LLC | 2,056 | $335.8K | 0.10% | 00.0% | Unchanged |
| ForthRight Wealth Management, LLC | 2,062 | $336.7K | 0.15% | −87−4.0% | Reduced |
| Keystone Financial Group | 2,062 | $336.7K | 0.06% | −24−1.2% | Reduced |
| Ridgecrest Wealth Partners, LLC | 2,065 | $337.2K | 0.24% | +2,065 | New |
| Edge Capital Group, LLC | 2,076 | $339.0K | 0.02% | 00.0% | Unchanged |