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 |
|---|---|---|---|---|---|
| Mendel Money Management | 2,915 | $476.0K | 0.26% | +408+16.3% | Added |
| HighMark Wealth Management LLC | 2,920 | $476.8K | 0.40% | +18+0.6% | Added |
| SRB Corp | 2,920 | $476.9K | 0.03% | +500+20.7% | Added |
| Sageworth Trust Co of South Dakota | 2,930 | $478.5K | 1.05% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 2,930 | $478.7K | 0.02% | +376+14.7% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 2,931 | $478.7K | 0.06% | −171−5.5% | Reduced |
| Aries Wealth Management | 2,865 | $480.3K | 0.19% | +7+0.2% | Added |
| Cambridge Trust Co | 2,945 | $480.9K | 0.02% | −18−0.6% | Reduced |
| Van Eck Associates Corp | 2,947 | $481.0K | 0.00% | −98−3.2% | Reduced |
| Wesbanco Bank Inc | 2,957 | $482.9K | 0.02% | −25−0.8% | Reduced |
| AMG National Trust Bank | 2,988 | $488.0K | 0.02% | −1,212−28.9% | Reduced |
| Wolverine Trading, LLC | 2,990 | $488.3K | 0.00% | +2,990 | New |
| Coastal Bridge Advisors, LLC | 2,997 | $489.4K | 0.13% | +206+7.4% | Added |
| Park National Corp | 3,004 | $490.6K | 0.02% | −48−1.6% | Reduced |
| Weik Capital Management | 3,013 | $492.1K | 0.24% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 3,014 | $492.2K | 0.04% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 3,026 | $494.2K | 0.03% | −97−3.1% | Reduced |
| Chesapeake Asset Management LLC | 3,061 | $499.9K | 0.49% | +416+15.7% | Added |
| NBC Securities, Inc. | 3,075 | $502.0K | 0.06% | +3,075 | New |
| Brave Asset Management Inc | 3,080 | $503.0K | 0.15% | 00.0% | Unchanged |
| Tobam | 3,078 | $503.0K | 0.04% | −275−8.2% | Reduced |
| Modera Wealth Management, LLC | 3,081 | $503.1K | 0.01% | +44+1.4% | Added |
| Checchi Capital Advisers, LLC | 3,096 | $505.6K | 0.05% | −65−2.1% | Reduced |
| Equitable Holdings, Inc. | 3,100 | $506.3K | 0.01% | +284+10.1% | Added |
| CIBC World Markets Inc. | 3,115 | $509.0K | 0.00% | −234−7.0% | Reduced |
| V-Square Quantitative Management LLC | 3,151 | $514.6K | 0.23% | +1,382+78.1% | Added |
| JNBA Financial Advisors | 3,158 | $515.7K | 0.06% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 3,165 | $516.9K | 0.11% | −532−14.4% | Reduced |
| United Community Bank | 3,187 | $520.5K | 0.26% | +2,062+183.3% | Added |
| Equitable Trust Co | 3,192 | $521.3K | 0.04% | +250+8.5% | Added |
| Davis R M Inc | 3,237 | $529.0K | 0.01% | −66−2.0% | Reduced |
| LVM Capital Management Ltd | 3,256 | $532.0K | 0.07% | −133−3.9% | Reduced |
| Welch & Forbes LLC | 3,261 | $532.6K | 0.01% | −76−2.3% | Reduced |
| Ar Asset Management Inc | 3,264 | $533.0K | 0.15% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 3,309 | $540.4K | 0.10% | +3,309 | New |
| Cambria Investment Management, L.P. | 3,320 | $542.2K | 0.04% | −581−14.9% | Reduced |
| Bremer Bank National Association | 3,337 | $545.0K | 0.11% | −510−13.3% | Reduced |
| Smithfield Trust Co | 3,336 | $545.0K | 0.03% | −100−2.9% | Reduced |
| AdvisorNet Financial, Inc | 3,339 | $545.2K | 0.05% | +1,328+66.0% | Added |
| Apollon Wealth Management, LLC | 3,345 | $546.3K | 0.03% | +52+1.6% | Added |
| Journey Advisory Group, LLC | 3,350 | $547.1K | 0.08% | 00.0% | Unchanged |
| XTX Topco Ltd | 3,360 | $548.7K | 0.09% | +3,360 | New |
| Wedbush Securities Inc | 3,374 | $551.0K | 0.03% | −36−1.1% | Reduced |
| Camden National Bank | 3,381 | $552.2K | 0.11% | −8−0.2% | Reduced |
| Wilson & Boucher Capital Management, LLC | 3,388 | $553.3K | 0.53% | 00.0% | Unchanged |
| Vident Advisory, LLC | 3,396 | $554.6K | 0.02% | +3,396 | New |
| Wealthspire Advisors, LLC | 3,421 | $558.7K | 0.01% | +1,291+60.6% | Added |
| Villere St Denis J & Co LLC | 3,433 | $560.6K | 0.05% | 00.0% | Unchanged |
| Strategic Advisors LLC | 3,439 | $561.7K | 0.11% | +7+0.2% | Added |
| Pitcairn Co | 3,443 | $562.3K | 0.05% | +369+12.0% | Added |
| Coldstream Capital Management Inc | 3,464 | $565.7K | 0.02% | −457−11.7% | Reduced |
| Brevan Howard Capital Management LP | 3,468 | $566.4K | 0.17% | +3,468 | New |
| Inlet Private Wealth, LLC | 3,500 | $571.6K | 0.19% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 3,520 | $574.9K | 0.20% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 3,524 | $575.5K | 0.03% | −320−8.3% | Reduced |
| DoubleLine ETF Adviser LP | 3,527 | $576.0K | 0.21% | +179+5.3% | Added |
| Boyd Watterson Asset Management LLC | 3,538 | $577.8K | 0.25% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 3,552 | $580.1K | 0.02% | −14,827−80.7% | Reduced |
| Burns J W & Co Inc | 3,572 | $583.3K | 0.09% | −15−0.4% | Reduced |
| Prospera Financial Services Inc | 3,561 | $583.4K | 0.02% | +55+1.6% | Added |
| Lido Advisors, LLC | 3,573 | $583.5K | 0.01% | −122−3.3% | Reduced |
| Johnson Investment Counsel Inc | 3,577 | $584.1K | 0.01% | +229+6.8% | Added |
| iA Global Asset Management Inc. | 3,606 | $589.0K | 0.02% | +225+6.7% | Added |
| Empirical Asset Management, LLC | 3,616 | $590.6K | 0.51% | −707−16.4% | Reduced |
| Lindbrook Capital, LLC | 3,620 | $591.2K | 0.07% | −227−5.9% | Reduced |
| Money Concepts Capital Corp | 3,646 | $596.1K | 0.06% | +74+2.1% | Added |
| Beverly Hills Private Wealth, LLC | 3,654 | $596.8K | 0.18% | −2,207−37.7% | Reduced |
| Copperwynd Financial, LLC | 3,666 | $598.6K | 0.28% | −51−1.4% | Reduced |
| Ci Investments Inc. | 3,686 | $602.0K | 0.00% | +101+2.8% | Added |
| Penserra Capital Management LLC | 3,727 | $607.0K | 0.01% | −154−4.0% | Reduced |
| Tradition Wealth Management, LLC | 3,729 | $609.0K | 0.07% | 00.0% | Unchanged |
| MWA Asset Management | 3,737 | $610.2K | 0.59% | +3,737 | New |
| Kanawha Capital Management LLC | 3,737 | $610.3K | 0.06% | −25−0.7% | Reduced |
| High Note Wealth, LLC | 3,754 | $614.3K | 0.25% | −14−0.4% | Reduced |
| Qtron Investments LLC | 3,770 | $615.7K | 0.12% | −1,365−26.6% | Reduced |
| Quadrant Capital Group LLC | 3,784 | $618.0K | 0.06% | +667+21.4% | Added |
| Van Hulzen Asset Management, LLC | 3,793 | $619.0K | 0.05% | +10.0% | Added |
| Ballentine Partners, LLC | 3,791 | $619.1K | 0.01% | −213−5.3% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 3,792 | $619.3K | 0.37% | −99−2.5% | Reduced |
| West Paces Advisors Inc. | 3,826 | $624.8K | 0.20% | +940+32.6% | Added |
| Harbor Capital Advisors, Inc. | 3,835 | $626.3K | 0.13% | 00.0% | Unchanged |
| Prostatis Group LLC | 3,913 | $628.6K | 0.31% | −688,711−99.4% | Reduced |
| Davenport & Co LLC | 3,851 | $628.9K | 0.00% | −114−2.9% | Reduced |
| Tradewinds, LLC. | 3,853 | $629.2K | 0.37% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 3,877 | $633.2K | 0.02% | +58+1.5% | Added |
| Tokio Marine Asset Management Co Ltd | 3,886 | $634.6K | 0.04% | +83+2.2% | Added |
| Versor Investments LP | 3,904 | $637.6K | 0.13% | −1,000−20.4% | Reduced |
| Connecticut Wealth Management, LLC | 3,912 | $638.8K | 0.04% | +1,512+63.0% | Added |
| Baker Tilly Wealth Management, LLC | 3,930 | $641.8K | 0.11% | −7,122−64.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 3,932 | $642.0K | 0.02% | −97−2.4% | Reduced |
| Beaumont Financial Advisors, LLC | 3,933 | $642.4K | 0.06% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,939 | $643.0K | 0.07% | −115−2.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,947 | $644.6K | 0.07% | −94−2.3% | Reduced |
| Fox Run Management, L.L.C. | 3,968 | $648.0K | 0.19% | −942−19.2% | Reduced |
| Trust Co of Vermont | 3,997 | $652.8K | 0.04% | −113−2.7% | Reduced |
| Sterneck Capital Management, LLC | 4,000 | $653.2K | 0.44% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 4,009 | $654.7K | 0.13% | +825+25.9% | Added |
| Legacy Capital Wealth Partners, LLC | 4,014 | $655.5K | 0.18% | +4,014 | New |
| Resources Investment Advisors, LLC. | 4,039 | $659.5K | 0.01% | −39−1.0% | Reduced |
| Wealthsource Partners, LLC | 4,078 | $666.0K | 0.05% | −156−3.7% | Reduced |