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; 1,868 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
- 1,259
- −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
- 484 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 | 1,868 | $61.0B |
| Q1 2026 | 1,804 | $52.1B |
| Q4 2025 | 1,779 | $53.8B |
| Q3 2025 | 1,680 | $51.9B |
| Q2 2025 | 1,638 | $50.7B |
| Q1 2025 | 1,644 | $49.8B |
| Q4 2024 | 1,589 | $45.6B |
| Q3 2024 | 1,470 | $44.0B |
| Q2 2024 | 1,414 | $38.8B |
| Q1 2024 | 1,451 | $43.6B |
| Q4 2023 | 1,333 | $36.0B |
| Q3 2023 | 1,259 | $30.5B |
| Q2 2023 | 1,287 | $32.5B |
| Q1 2023 | 1,269 | $32.3B |
| Q4 2022 | 1,303 | $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 |
|---|---|---|---|---|---|
| Evergreen Capital Management LLC | 1,854 | $302.8K | 0.01% | −164−8.1% | Reduced |
| BLB&B Advisors, LLC | 1,845 | $301.3K | 0.02% | −82−4.3% | Reduced |
| Integrated Advisors Network LLC | 1,844 | $301.1K | 0.02% | −116−5.9% | Reduced |
| New Potomac Partners, LLC | 1,834 | $299.5K | 0.21% | −31−1.7% | Reduced |
| Mountain Pacific Investment Advisers Inc | 1,830 | $298.9K | 0.02% | 00.0% | Unchanged |
| Fiera Capital Corp | 1,826 | $298.2K | 0.00% | +325+21.7% | Added |
| Advisors Management Group Inc | 1,809 | $295.0K | 0.09% | 00.0% | Unchanged |
| South State Corp. | 1,799 | $293.8K | 0.03% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 1,787 | $291.8K | 0.01% | −32−1.8% | Reduced |
| Smith, Moore & Co. | 1,785 | $291.5K | 0.04% | 00.0% | Unchanged |
| Girard Partners Ltd. | 1,771 | $289.2K | 0.03% | −456−20.5% | Reduced |
| Evermay Wealth Management LLC | 1,770 | $289.1K | 0.06% | −55−3.0% | Reduced |
| Gryphon Financial Partners LLC | 1,758 | $287.1K | 0.07% | +13+0.7% | Added |
| WSFS Capital Management, LLC | 1,741 | $284.3K | 0.02% | +46+2.7% | Added |
| BFSG, LLC | 1,739 | $284.0K | 0.05% | −425−19.6% | Reduced |
| Pavion Blue Capital, LLC | 1,724 | $281.5K | 0.17% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 1,723 | $281.4K | 0.06% | +220+14.6% | Added |
| Flagship Harbor Advisors, LLC | 1,720 | $280.9K | 0.02% | −150−8.0% | Reduced |
| Fiduciary Group LLC | 1,716 | $280.2K | 0.04% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 1,713 | $279.8K | 0.02% | −555−24.5% | Reduced |
| Ropes Wealth Advisors LLC | 1,712 | $279.6K | 0.05% | −225−11.6% | Reduced |
| Basepoint Wealth LLC | 1,711 | $279.5K | 0.23% | −4−0.2% | Reduced |
| Wade G W & Inc | 1,706 | $279.0K | 0.01% | +6+0.4% | Added |
| Neville Rodie & Shaw Inc | 1,700 | $278.0K | 0.02% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 1,700 | $277.6K | 0.00% | 00.0% | Unchanged |
| Charter Trust Co | 1,666 | $272.1K | 0.02% | 00.0% | Unchanged |
| Intrua Financial, LLC | 1,662 | $271.4K | 0.05% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 1,652 | $269.8K | 0.04% | −2,659−61.7% | Reduced |
| CWA Asset Management Group, LLC | 1,641 | $268.0K | 0.02% | −13−0.8% | Reduced |
| Five Oceans Advisors | 1,630 | $266.2K | 0.17% | +3+0.2% | Added |
| Parkside Financial Bank & Trust | 1,619 | $264.4K | 0.06% | −40−2.4% | Reduced |
| Woodmont Investment Counsel LLC | 1,608 | $262.6K | 0.03% | 00.0% | Unchanged |
| Howland Capital Management LLC | 1,596 | $260.6K | 0.02% | 00.0% | Unchanged |
| Essex Savings Bank | 1,591 | $259.8K | 0.09% | +12+0.8% | Added |
| Northwest Quadrant Wealth Management, LLC | 1,587 | $259.2K | 0.07% | +7+0.4% | Added |
| Eudaimonia Partners, LLC | 1,587 | $259.2K | 0.06% | +23+1.5% | Added |
| Altfest L J & Co Inc | 1,582 | $258.0K | 0.04% | −7−0.4% | Reduced |
| Calamos Wealth Management LLC | 1,578 | $257.7K | 0.02% | −2−0.1% | Reduced |
| Somerville Kurt F | 1,575 | $257.2K | 0.05% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 1,568 | $256.1K | 0.05% | 00.0% | Unchanged |
| Carr Financial Group Corp | 1,517 | $255.5K | 0.10% | 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 |
| Burke & Herbert Bank & Trust Co | 1,562 | $255.1K | 0.21% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 1,560 | $254.8K | 0.03% | +212+15.7% | Added |
| Randolph Co Inc | 1,555 | $253.9K | 0.04% | 00.0% | Unchanged |
| Csenge Advisory Group | 1,554 | $253.8K | 0.02% | −13−0.8% | Reduced |
| Schmidt P J Investment Management Inc | 1,544 | $253.2K | 0.05% | −130−7.8% | Reduced |
| PrairieView Partners, LLC | 1,550 | $253.0K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,539 | $251.4K | 0.01% | −9−0.6% | Reduced |
| Eagle Bay Advisors LLC | 1,533 | $250.3K | 0.12% | +292+23.5% | Added |
| Simmons Bank | 1,531 | $250.0K | 0.02% | +36+2.4% | Added |
| Chicago Trust Co NA | 1,529 | $249.7K | 0.06% | +185+13.8% | Added |
| Shelton Capital Management | 1,523 | $248.7K | 0.01% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,520 | $248.2K | 0.06% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 1,522 | $248.0K | 0.15% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 1,517 | $247.8K | 0.02% | 00.0% | Unchanged |
| LVW Advisors, LLC | 1,501 | $245.1K | 0.05% | +1,501 | New |
| Sloy Dahl & Holst, LLC | 1,499 | $244.8K | 0.05% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 1,495 | $244.1K | 0.12% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 1,488 | $243.0K | 0.05% | −321−17.7% | Reduced |
| Windsor Capital Management, LLC | 1,486 | $242.7K | 0.08% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 1,484 | $242.3K | 0.03% | +2+0.1% | Added |
| Sandy Spring Bank | 1,481 | $241.9K | 0.01% | −47−3.1% | Reduced |
| Grove Bank & Trust | 1,478 | $241.4K | 0.05% | +119+8.8% | Added |
| Brookstone Capital Management | 1,461 | $239.5K | 0.01% | −152−9.4% | Reduced |
| Colonial Trust Co | 1,464 | $239.0K | 0.06% | +49+3.5% | Added |
| Tiemann Investment Advisors, LLC | 1,460 | $238.4K | 0.13% | +25+1.7% | Added |
| Farmers Trust Co | 1,457 | $237.9K | 0.05% | +175+13.7% | Added |
| TCG Advisory Services, LLC | 1,447 | $236.3K | 0.04% | +1,447 | New |
| Mutual Advisors, LLC | 1,446 | $236.1K | 0.01% | −32−2.2% | Reduced |
| Fairhaven Wealth Management, LLC | 1,444 | $235.8K | 0.09% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 1,444 | $235.8K | 0.01% | −71−4.7% | Reduced |
| Strait & Sound Wealth Management LLC | 1,438 | $234.8K | 0.20% | +1,438 | New |
| Virginia Wealth Management Group, Inc. | 1,418 | $231.6K | 0.16% | +8+0.6% | Added |
| Rehmann Capital Advisory Group | 1,412 | $230.7K | 0.02% | +1,412 | New |
| Peachtree Investment Partners, LLC | 1,410 | $230.2K | 0.12% | +3+0.2% | Added |
| Manchester Capital Management LLC | 1,407 | $229.8K | 0.03% | +49+3.6% | Added |
| New Hampshire Trust | 1,405 | $229.5K | 0.06% | −23−1.6% | Reduced |
| Vise Technologies, Inc. | 1,394 | $227.7K | 0.06% | −398−22.2% | Reduced |
| Wedmont Private Capital | 1,392 | $227.2K | 0.02% | −135−8.8% | Reduced |
| SRS Capital Advisors, Inc. | 1,390 | $227.0K | 0.03% | +266+23.7% | Added |
| Dearborn Partners LLC | 1,387 | $226.4K | 0.01% | +126+10.0% | Added |
| First Nebraska Trust Co | 1,370 | $223.7K | 0.03% | 00.0% | Unchanged |
| Henrickson Nauta Wealth Advisors, Inc. | 1,370 | $223.7K | 0.14% | −3−0.2% | Reduced |
| Wealth Effects LLC | 1,369 | $223.5K | 0.11% | −49−3.5% | Reduced |
| RSM US Wealth Management LLC | 1,354 | $221.1K | 0.01% | +76+5.9% | Added |
| JFS Wealth Advisors, LLC | 1,353 | $221.0K | 0.02% | 00.0% | Unchanged |
| Soundmark Wealth Management, LLC | 1,340 | $218.8K | 0.12% | +1,340 | New |
| Summit Trail Advisors, LLC | 1,337 | $218.3K | 0.01% | +1,337 | New |
| Great Waters Wealth Management | 1,340 | $218.3K | 0.04% | −21−1.5% | Reduced |
| Formidable Asset Management, LLC | 1,335 | $218.1K | 0.05% | +31+2.4% | Added |
| Caldwell Trust Co | 1,333 | $217.7K | 0.03% | −45−3.3% | Reduced |
| Earnest Partners LLC | 1,330 | $217.2K | 0.00% | −71−5.1% | Reduced |
| Sentry Investment Management LLC | 1,329 | $217.0K | 0.10% | −232−14.9% | Reduced |
| Voya Financial Advisors, Inc. | 1,288 | $215.9K | 0.03% | +13+1.0% | Added |
| CX Institutional | 1,320 | $215.6K | 0.01% | −194−12.8% | Reduced |
| Wedgewood Investors Inc | 1,320 | $215.6K | 0.29% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 1,304 | $213.0K | 0.09% | 00.0% | Unchanged |
| Gateway Advisory, LLC | 1,304 | $212.9K | 0.04% | +1,304 | New |