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 |
|---|---|---|---|---|---|
| 1620 Investment Advisors, Inc. | 2,091 | $341.5K | 0.40% | +3+0.1% | Added |
| First Affirmative Financial Network | 2,104 | $343.7K | 0.34% | +124+6.3% | Added |
| Valley Brook Capital Group | 2,127 | $347.4K | 0.34% | 00.0% | Unchanged |
| Appleton Partners Inc | 2,133 | $348.0K | 0.03% | 00.0% | Unchanged |
| Vicus Capital | 2,131 | $348.1K | 0.04% | +2,131 | New |
| Kathmere Capital Management, LLC | 2,134 | $348.5K | 0.05% | −289−11.9% | Reduced |
| InterOcean Capital Group, LLC | 2,138 | $349.2K | 0.01% | −28−1.3% | Reduced |
| Fortis Group Advisors, LLC | 2,039 | $349.6K | 0.11% | −12−0.6% | Reduced |
| Ledyard National Bank | 2,152 | $351.4K | 0.04% | −395−15.5% | Reduced |
| Credit Agricole S A | 2,154 | $351.8K | 0.01% | +2,154 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 2,181 | $356.2K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 2,189 | $357.5K | 0.03% | +2,189 | New |
| Oberweis Asset Management Inc | 2,194 | $358.3K | 0.04% | −77−3.4% | Reduced |
| Schechter Investment Advisors, LLC | 2,195 | $358.4K | 0.03% | −4−0.2% | Reduced |
| Boothbay Fund Management, LLC | 2,213 | $361.4K | 0.01% | +972+78.3% | Added |
| Mayfair Advisory Group, LLC | 2,228 | $361.4K | 0.35% | −54−2.4% | Reduced |
| Green Square Capital Advisors LLC | 2,219 | $362.4K | 0.05% | +2+0.1% | Added |
| Centiva Capital, LP | 2,237 | $365.3K | 0.02% | +767+52.2% | Added |
| WFA Asset Management Corp | 2,281 | $372.5K | 0.22% | +13+0.6% | Added |
| Sound View Wealth Advisors Group, LLC | 2,287 | $373.5K | 0.05% | +176+8.3% | Added |
| Fisher Asset Management, LLC | 2,291 | $374.2K | 0.00% | +109+5.0% | Added |
| Leavell Investment Management, Inc. | 2,296 | $375.0K | 0.03% | −43−1.8% | Reduced |
| Moody Lynn & Lieberson, LLC | 2,297 | $375.1K | 0.03% | +130+6.0% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,301 | $375.8K | 0.09% | +120+5.5% | Added |
| Landscape Capital Management, L.L.C. | 2,314 | $377.9K | 0.05% | +2,314 | New |
| City State Bank | 2,316 | $378.0K | 0.21% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 2,344 | $382.8K | 0.05% | −41−1.7% | Reduced |
| Pzena Investment Management LLC | 2,347 | $383.3K | 0.00% | −279−10.6% | Reduced |
| Buckingham Strategic Partners | 2,347 | $383.3K | 0.02% | +2,347 | New |
| River Wealth Advisors LLC | 2,355 | $384.6K | 0.07% | +30+1.3% | Added |
| First National Corp | 2,357 | $384.9K | 0.10% | −37−1.5% | Reduced |
| Grimes & Company, Inc. | 2,367 | $386.6K | 0.01% | +6+0.3% | Added |
| Assetmark, Inc | 2,370 | $387.1K | 0.00% | +45+1.9% | Added |
| Harbour Capital Advisors, LLC | 2,390 | $390.3K | 0.12% | 00.0% | Unchanged |
| Graypoint LLC | 2,405 | $392.7K | 0.04% | −505−17.4% | Reduced |
| Dana Investment Advisors, Inc. | 2,415 | $394.4K | 0.02% | +469+24.1% | Added |
| Alhambra Investment Partners LLC | 2,420 | $395.2K | 0.26% | −70−2.8% | Reduced |
| Cigna Investments Inc | 2,435 | $398.0K | 0.09% | −402−14.2% | Reduced |
| Ronald Blue Trust, Inc. | 2,295 | $398.0K | 0.01% | −374−14.0% | Reduced |
| Salvus Wealth Management, LLC | 2,439 | $398.3K | 0.32% | +2,439 | New |
| International Assets Investment Management, LLC | 2,377 | $399.1K | 0.05% | +307+14.8% | Added |
| Transcend Wealth Collective, LLC | 2,448 | $399.8K | 0.04% | +24+1.0% | Added |
| Lifeworks Advisors, LLC | 2,469 | $403.2K | 0.16% | −93−3.6% | Reduced |
| SeaCrest Wealth Management, LLC | 2,475 | $404.2K | 0.05% | −2−0.1% | Reduced |
| Beacon Investment Advisors LLC | 2,477 | $404.6K | 0.29% | +29+1.2% | Added |
| Jeppson Wealth Management, LLC | 2,490 | $406.6K | 0.19% | +2,490 | New |
| Opus Capital Group, LLC | 2,501 | $408.0K | 0.07% | −227−8.3% | Reduced |
| Northcape Wealth Management, LLC | 2,500 | $408.3K | 0.16% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 2,506 | $409.3K | 0.06% | +821+48.7% | Added |
| Sawgrass Asset Management LLC | 2,509 | $409.7K | 0.05% | +896+55.5% | Added |
| Wealth Alliance | 2,509 | $409.8K | 0.06% | +248+11.0% | Added |
| Daymark Wealth Partners, LLC | 106,883 | $412.5K | 0.03% | +105,401+7,112.1% | Added |
| Geneos Wealth Management Inc. | 2,527 | $412.7K | 0.02% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 2,543 | $415.3K | 0.25% | −9−0.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,569 | $419.5K | 0.04% | −10.0% | Reduced |
| Franklin Street Advisors Inc | 2,593 | $423.0K | 0.04% | +2,593 | New |
| Williams Jones Wealth Management, LLC. | 2,607 | $425.7K | 0.01% | +385+17.3% | Added |
| Invesco, LLC | 2,608 | $425.9K | 0.21% | +130+5.2% | Added |
| Mark Stevens | 2,611 | $426.4K | 0.06% | +129+5.2% | Added |
| Sky Investment Group LLC | 2,615 | $427.1K | 0.10% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 2,619 | $427.7K | 0.00% | −676−20.5% | Reduced |
| Clear Harbor Asset Management, LLC | 2,621 | $428.0K | 0.04% | −50−1.9% | Reduced |
| Sugarloaf Wealth Management, LLC | 2,621 | $428.1K | 0.11% | 00.0% | Unchanged |
| Syon Capital LLC | 2,629 | $429.4K | 0.05% | +2,629 | New |
| Centaurus Financial, Inc. | 2,653 | $433.0K | 0.04% | −10−0.4% | Reduced |
| IFG Advisory, LLC | 2,656 | $433.8K | 0.04% | +2,656 | New |
| IHT Wealth Management, LLC | 2,670 | $436.1K | 0.02% | +12+0.5% | Added |
| Searle & Co. | 2,673 | $436.5K | 0.15% | 00.0% | Unchanged |
| Busey Wealth Management | 2,677 | $437.2K | 0.02% | −1,213−31.2% | Reduced |
| Destination Wealth Management | 2,682 | $438.0K | 0.02% | +1,000+59.5% | Added |
| Trust Asset Management LLC | 2,684 | $438.3K | 0.05% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 2,686 | $438.7K | 0.14% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 2,687 | $438.8K | 0.23% | +2,687 | New |
| Brighton Jones LLC | 2,710 | $442.6K | 0.02% | −421−13.4% | Reduced |
| Geller Advisors LLC | 2,712 | $442.9K | 0.05% | +788+41.0% | Added |
| Great Diamond Partners, LLC | 2,722 | $444.5K | 0.12% | −116−4.1% | Reduced |
| Diversified Trust Co | 2,727 | $445.3K | 0.02% | −701−20.4% | Reduced |
| Point72 Asset Management, L.P. | 2,727 | $445.3K | 0.00% | +1,897+228.6% | Added |
| LMCG Investments, LLC | 2,735 | $446.7K | 0.03% | −287−9.5% | Reduced |
| Associated Banc-Corp | 2,736 | $446.8K | 0.02% | −63−2.3% | Reduced |
| Steward Financial Group LLC | 2,764 | $447.0K | 0.14% | +40+1.5% | Added |
| Stiles Financial Services Inc | 2,752 | $449.5K | 0.23% | +30+1.1% | Added |
| Foundation Resource Management Inc | 2,765 | $451.6K | 0.07% | 00.0% | Unchanged |
| Bank of New Hampshire | 2,769 | $452.2K | 0.14% | 00.0% | Unchanged |
| Spire Wealth Management | 2,773 | $452.8K | 0.02% | −2−0.1% | Reduced |
| WMS Partners, LLC | 2,775 | $453.3K | 0.04% | −42−1.5% | Reduced |
| Flynn Zito Capital Management, LLC | 2,779 | $453.8K | 0.32% | +10.0% | Added |
| Clearstead Advisors, LLC | 2,787 | $455.1K | 0.03% | +886+46.6% | Added |
| SkyOak Wealth, LLC | 2,820 | $460.5K | 0.13% | −191−6.3% | Reduced |
| Cozad Asset Management Inc | 2,822 | $460.9K | 0.06% | +32+1.1% | Added |
| Karpas Strategies, LLC | 2,840 | $463.8K | 0.17% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 2,847 | $464.9K | 0.02% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 2,852 | $465.7K | 0.02% | −1,003−26.0% | Reduced |
| Northeast Investment Management | 2,852 | $465.8K | 0.03% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 2,858 | $466.7K | 0.06% | +132+4.8% | Added |
| Ameritas Investment Partners, Inc. | 2,869 | $468.5K | 0.02% | −98−3.3% | Reduced |
| First National Advisers, LLC | 2,882 | $470.7K | 0.21% | +1,683+140.4% | Added |
| Aptus Capital Advisors, LLC | 2,884 | $471.0K | 0.01% | +546+23.4% | Added |
| Meeder Advisory Services, Inc. | 2,890 | $472.0K | 0.06% | −1,334−31.6% | Reduced |
| Lewis Capital Management, LLC | 2,899 | $473.4K | 0.74% | +249+9.4% | Added |