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 |
|---|---|---|---|---|---|
| Allworth Financial LP | 4,099 | $669.4K | 0.01% | +11+0.3% | Added |
| Forza Wealth Management, LLC | 4,107 | $670.7K | 0.35% | +150+3.8% | Added |
| JB Capital LLC | 4,114 | $671.6K | 0.06% | +239+6.2% | Added |
| Balentine LLC | 4,141 | $676.3K | 0.02% | −730−15.0% | Reduced |
| Providence Wealth Advisors, LLC | 4,228 | $685.7K | 0.77% | +100+2.4% | Added |
| Vectors Research Management, LLC | 4,225 | $690.0K | 0.22% | −76−1.8% | Reduced |
| Glenview Trust Co | 4,251 | $694.2K | 0.02% | +543+14.6% | Added |
| Wealth Quarterback LLC | 4,284 | $699.5K | 0.61% | −7−0.2% | Reduced |
| SlateStone Wealth, LLC | 4,301 | $702.0K | 0.10% | +496+13.0% | Added |
| Somerset Group LLC | 4,303 | $702.7K | 0.66% | −11,459−72.7% | Reduced |
| Mission Wealth Management, LP | 4,307 | $703.3K | 0.03% | +147+3.5% | Added |
| FineMark National Bank & Trust | 4,308 | $703.5K | 0.03% | −362−7.8% | Reduced |
| Bridges Investment Management Inc | 4,315 | $704.7K | 0.03% | 00.0% | Unchanged |
| DFPG Investments, LLC | 4,200 | $708.0K | 0.07% | +504+13.6% | Added |
| Buckingham Strategic Wealth, LLC | 4,341 | $709.0K | 0.01% | +341+8.5% | Added |
| Boston Private Wealth LLC | 4,357 | $711.5K | 0.02% | −301−6.5% | Reduced |
| United Capital Financial Advisers, LLC | 4,376 | $714.6K | 0.00% | −729−14.3% | Reduced |
| Stokes Family Office, LLC | 4,378 | $715.0K | 0.08% | −163−3.6% | Reduced |
| Forum Financial Management, LP | 4,401 | $718.7K | 0.02% | +4+0.1% | Added |
| PYA Waltman Capital, LLC | 4,438 | $724.8K | 0.31% | +1,274+40.3% | Added |
| Merit Financial Group, LLC | 4,461 | $728.6K | 0.02% | −711−13.7% | Reduced |
| Investors Asset Management of Georgia Inc | 4,511 | $731.1K | 0.40% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 4,477 | $731.1K | 0.00% | −1,370−23.4% | Reduced |
| CAPROCK Group, Inc. | 4,501 | $735.2K | 0.06% | −68−1.5% | Reduced |
| Machina Capital S.A.S. | 4,505 | $735.7K | 0.41% | −2,373−34.5% | Reduced |
| CenterBook Partners LP | 4,513 | $737.0K | 0.09% | +4,513 | New |
| Ascent Group, LLC | 4,384 | $739.1K | 0.08% | +1,006+29.8% | Added |
| HBK Sorce Advisory LLC | 4,528 | $739.4K | 0.03% | −286−5.9% | Reduced |
| Zions Bancorporation, N.A. | 4,542 | $741.8K | 0.07% | +328+7.8% | Added |
| Old Mission Capital LLC | 4,544 | $742.1K | 0.02% | +4,544 | New |
| Stock Yards Bank & Trust Co | 4,595 | $750.4K | 0.03% | −105−2.2% | Reduced |
| Toews Corp | 4,600 | $751.2K | 0.46% | +4,600 | New |
| Sherbrooke Park Advisers LLC | 4,632 | $756.5K | 0.24% | +4,632 | New |
| Hanson & Doremus Investment Management | 4,683 | $765.0K | 0.16% | −296−5.9% | Reduced |
| Quantinno Capital Management LP | 4,755 | $777.0K | 0.04% | −3,999−45.7% | Reduced |
| Symmetry Partners, LLC | 4,761 | $778.0K | 0.04% | −5,126−51.8% | Reduced |
| DCM Advisors, LLC | 4,779 | $780.5K | 0.35% | 00.0% | Unchanged |
| Abner Herrman & Brock LLC | 4,782 | $781.0K | 0.12% | 00.0% | Unchanged |
| Axq Capital, LP | 4,800 | $783.9K | 0.28% | +4,800 | New |
| Lederer & Associates Investment Counsel | 4,817 | $787.0K | 0.63% | +132+2.8% | Added |
| Alberta Investment Management Corp | 4,900 | $800.2K | 0.01% | 00.0% | Unchanged |
| Cipher Capital LP | 4,905 | $801.0K | 0.57% | −8,123−62.4% | Reduced |
| Bank of Hawaii | 4,913 | $802.3K | 0.05% | −64−1.3% | Reduced |
| Sequoia Financial Advisors, LLC | 4,959 | $809.8K | 0.01% | +887+21.8% | Added |
| Haverford Trust Co | 4,989 | $814.8K | 0.01% | −618−11.0% | Reduced |
| Shay Capital LLC | 5,000 | $816.5K | 0.24% | −6,000−54.5% | Reduced |
| Paradigm Asset Management Co LLC | 5,000 | $816.5K | 0.23% | −300−5.7% | Reduced |
| Vestcor Inc | 5,012 | $819.0K | 0.03% | 00.0% | Unchanged |
| AE Wealth Management LLC | 5,019 | $819.6K | 0.00% | +271+5.7% | Added |
| MQS Management LLC | 5,051 | $824.9K | 0.50% | +5,051 | New |
| Inceptionr LLC | 5,074 | $828.6K | 0.47% | +5,074 | New |
| Guyasuta Investment Advisors Inc | 5,112 | $834.8K | 0.06% | 00.0% | Unchanged |
| Colony Group LLC | 5,189 | $847.0K | 0.01% | −1,323−20.3% | Reduced |
| Central Trust Co | 5,189 | $847.4K | 0.02% | −682−11.6% | Reduced |
| Cornercap Investment Counsel Inc | 5,262 | $859.3K | 0.16% | +5,262 | New |
| Private Trust Co NA | 5,263 | $859.5K | 0.11% | −24−0.5% | Reduced |
| Kestra Private Wealth Services, LLC | 5,291 | $864.1K | 0.03% | −1,839−25.8% | Reduced |
| Atria Wealth Solutions, Inc. | 5,338 | $871.8K | 0.01% | +1,073+25.2% | Added |
| Claro Advisors LLC | 5,366 | $876.3K | 0.22% | +48+0.9% | Added |
| Guardian Capital Advisors LP | 5,533 | $898.6K | 0.10% | −1,310−19.1% | Reduced |
| Union Savings Bank | 5,503 | $898.7K | 0.56% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 5,503 | $898.7K | 0.53% | −5,118−48.2% | Reduced |
| Kingswood Wealth Advisors, LLC | 5,510 | $899.8K | 0.15% | +5,510 | New |
| Rosenbaum Jay D. | 5,582 | $911.6K | 1.53% | −15−0.3% | Reduced |
| Viawealth, LLC | 5,667 | $925.5K | 0.68% | +5,667 | New |
| Banque Cantonale Vaudoise | 5,668 | $926.0K | 0.05% | +1,447+34.3% | Added |
| Nicholas Hoffman & Company, LLC. | 5,715 | $933.4K | 0.07% | +56+1.0% | Added |
| Roundview Capital LLC | 5,756 | $940.0K | 0.09% | −191−3.2% | Reduced |
| Douglass Winthrop Advisors, LLC | 5,777 | $943.4K | 0.02% | 00.0% | Unchanged |
| Fiduciary Trust Co | 5,800 | $947.2K | 0.02% | −20.0% | Reduced |
| Snowden Capital Advisors LLC | 5,840 | $953.7K | 0.04% | −434−6.9% | Reduced |
| Smith, Salley & Associates | 5,866 | $958.0K | 0.07% | +5,866 | New |
| Capstone Investment Advisors, LLC | 5,880 | $960.3K | 0.03% | +4,930+518.9% | Added |
| Members Capital Advisors Inc | 5,889 | $961.7K | 1.19% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 5,930 | $968.4K | 0.08% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 5,932 | $968.8K | 0.89% | −301−4.8% | Reduced |
| MB, Levis & Associates, LLC | 5,935 | $969.3K | 0.63% | +20.0% | Added |
| Elmwood Wealth Management, Inc. | 5,957 | $972.8K | 0.47% | +16+0.3% | Added |
| BSW Wealth Partners | 5,965 | $974.1K | 0.22% | +27+0.5% | Added |
| Tocqueville Asset Management L.P. | 5,990 | $978.2K | 0.02% | −60−1.0% | Reduced |
| Westpac Banking Corp | 6,076 | $992.3K | 0.07% | −11,158−64.7% | Reduced |
| Institute for Wealth Management, LLC. | 6,080 | $992.9K | 0.18% | −70−1.1% | Reduced |
| Lowe Brockenbrough & Co Inc | 6,095 | $995.4K | 0.08% | −2,037−25.0% | Reduced |
| Dynamic Advisor Solutions LLC | 6,126 | $1.00M | 0.05% | +371+6.4% | Added |
| Focus Financial Network, Inc. | 6,147 | $1.00M | 0.06% | +395+6.9% | Added |
| Essex Financial Services, Inc. | 6,160 | $1.01M | 0.12% | +44+0.7% | Added |
| Bard Financial Services, Inc. | 6,185 | $1.01M | 0.12% | 00.0% | Unchanged |
| Ally Financial Inc. | 6,200 | $1.01M | 0.15% | +6,200 | New |
| Integrated Wealth Concepts LLC | 6,221 | $1.02M | 0.02% | +70+1.1% | Added |
| Cubic Asset Management, LLC | 6,244 | $1.02M | 0.28% | −67−1.1% | Reduced |
| Bailard, Inc. | 6,306 | $1.03M | 0.03% | −2,088−24.9% | Reduced |
| Beacon Investment Advisory Services, Inc. | 6,347 | $1.04M | 0.05% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 6,366 | $1.04M | 0.03% | −498−7.3% | Reduced |
| Signaturefd, LLC | 6,383 | $1.04M | 0.03% | +242+3.9% | Added |
| Federation des caisses Desjardins du Quebec | 6,455 | $1.05M | 0.01% | +2,354+57.4% | Added |
| Bank of Stockton | 6,047 | $1.06M | 0.40% | +2,140+54.8% | Added |
| Silvercrest Asset Management Group LLC | 6,512 | $1.06M | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 6,592 | $1.08M | 0.18% | 00.0% | Unchanged |
| Walleye Trading LLC | 6,597 | $1.08M | 0.03% | +6,597 | New |
| Courier Capital LLC | 6,673 | $1.09M | 0.09% | 00.0% | Unchanged |