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 |
|---|---|---|---|---|---|
| Schear Investment Advisers, LLC | 1,301 | $212.5K | 0.23% | −138−9.6% | Reduced |
| IFP Advisors, Inc | 1,300 | $212.2K | 0.01% | +160+14.0% | Added |
| Crestwood Advisors Group LLC | 1,299 | $212.1K | 0.01% | +1,299 | New |
| Delta Asset Management LLC | 1,296 | $211.7K | 0.02% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 1,293 | $211.2K | 0.01% | +5+0.4% | Added |
| Eagle Ridge Investment Management | 1,291 | $210.8K | 0.02% | −110−7.9% | Reduced |
| Advisor OS, LLC | 1,291 | $210.8K | 0.03% | −4,134−76.2% | Reduced |
| D L Carlson Investment Group Inc | 1,289 | $210.5K | 0.04% | −262−16.9% | Reduced |
| Live Oak Private Wealth LLC | 1,286 | $210.0K | 0.04% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 1,286 | $210.0K | 0.02% | +1,286 | New |
| PDS Planning, Inc | 1,280 | $209.0K | 0.03% | −300−19.0% | Reduced |
| Congress Wealth Management LLC | 1,275 | $208.3K | 0.00% | −178−12.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 1,274 | $208.1K | 0.12% | +32+2.6% | Added |
| First Foundation Advisors | 1,271 | $207.6K | 0.01% | −25−1.9% | Reduced |
| Inscription Capital, LLC | 1,261 | $205.9K | 0.07% | +7+0.6% | Added |
| Old Port Advisors | 1,253 | $204.6K | 0.07% | +1,253 | New |
| Slocum, Gordon & Co LLP | 1,250 | $204.1K | 0.18% | +1,250 | New |
| JJJ Advisors Inc. | 1,246 | $203.5K | 0.05% | +31+2.6% | Added |
| Wealthcare Advisory Partners LLC | 1,244 | $203.2K | 0.01% | +15+1.2% | Added |
| Legacy Trust | 1,243 | $203.0K | 0.06% | −103−7.7% | Reduced |
| Lake Street Financial LLC | 1,210 | $202.8K | 0.04% | +1,210 | New |
| Santori & Peters | 1,236 | $201.9K | 0.11% | 00.0% | Unchanged |
| SFMG, LLC | 1,234 | $201.5K | 0.02% | +5+0.4% | Added |
| Liberty Capital Management, Inc. | 1,230 | $200.9K | 0.06% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 1,229 | $200.7K | 0.00% | −101−7.6% | Reduced |
| Wealth Architects, LLC | 1,225 | $200.1K | 0.03% | +20+1.7% | Added |
| PEAK6 Investments LLC | 1,219 | $199.1K | 0.01% | −4,350−78.1% | Reduced |
| Laffer Tengler Investments | 1,217 | $198.7K | 0.06% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1,210 | $197.6K | 0.08% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,175 | $191.9K | 0.03% | −200−14.5% | Reduced |
| Quent Capital, LLC | 1,114 | $181.9K | 0.03% | +76+7.3% | Added |
| Farmers & Merchants Investments Inc | 1,108 | $180.9K | 0.01% | −3−0.3% | Reduced |
| Blume Capital Management, Inc. | 1,100 | $179.6K | 0.05% | 00.0% | Unchanged |
| Centennial Bank | 1,066 | $174.1K | 0.12% | 00.0% | Unchanged |
| Key Financial Inc | 1,065 | $173.9K | 0.06% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,029 | $168.1K | 0.04% | +11+1.1% | Added |
| Rocky Mountain Advisers, LLC | 1,015 | $165.8K | 0.08% | +500+97.1% | Added |
| Pin Oak Investment Advisors Inc | 997 | $163.0K | 0.18% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 967 | $157.9K | 0.02% | −43−4.3% | Reduced |
| Tortoise Investment Management, LLC | 963 | $157.3K | 0.02% | +7+0.7% | Added |
| Oakworth Capital, Inc. | 951 | $155.3K | 0.01% | −19−2.0% | Reduced |
| Logan Capital Management Inc | 950 | $155.1K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 943 | $154.0K | 0.08% | +943 | New |
| Focused Wealth Management, Inc | 927 | $151.4K | 0.03% | +3+0.3% | Added |
| Washington Trust Co | 910 | $148.6K | 0.01% | −200−18.0% | Reduced |
| Brown Brothers Harriman & Co | 900 | $147.0K | 0.00% | +190+26.8% | Added |
| Estabrook Capital Management | 898 | $146.7K | 0.03% | −6−0.7% | Reduced |
| Horizons Wealth Management | 896 | $146.3K | 0.11% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 891 | $145.5K | 0.01% | −50−5.3% | Reduced |
| Pflug Koory, LLC | 883 | $144.2K | 0.08% | −10−1.1% | Reduced |
| St Germain D J Co Inc | 876 | $143.1K | 0.01% | −78−8.2% | Reduced |
| Bangor Savings Bank | 848 | $138.5K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 850 | $138.2K | 0.01% | +106+14.2% | Added |
| First Community Trust NA | 845 | $138.0K | 0.16% | 00.0% | Unchanged |
| Core Alternative Capital | 844 | $137.8K | 0.02% | −66−7.3% | Reduced |
| CNB Bank | 825 | $134.7K | 0.08% | +594+257.1% | Added |
| Harbour Investments, Inc. | 805 | $131.5K | 0.01% | +4+0.5% | Added |
| Global Financial Private Client, LLC | 800 | $129.8K | 0.07% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 794 | $129.7K | 0.07% | +794 | New |
| Deseret Mutual Benefit Administrators | 776 | $126.7K | 0.06% | −126−14.0% | Reduced |
| Citizens National Bank Trust Department | 750 | $122.5K | 0.03% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 743 | $121.3K | 0.04% | +42+6.0% | Added |
| Field & Main Bank | 743 | $121.3K | 0.06% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 729 | $119.0K | 0.01% | −38−5.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 700 | $118.3K | 0.00% | −25−3.4% | Reduced |
| Tompkins Financial Corp | 702 | $114.6K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 700 | $114.3K | 0.07% | 00.0% | Unchanged |
| Adirondack Trust Co | 680 | $111.0K | 0.06% | 00.0% | Unchanged |
| Financial Freedom, LLC | 654 | $106.8K | 0.08% | +1+0.2% | Added |
| Monetary Management Group Inc | 650 | $106.2K | 0.04% | 00.0% | Unchanged |
| Clean Yield Group | 650 | $105.6K | 0.05% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 628 | $102.6K | 0.12% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 611 | $99.8K | 0.05% | +611 | New |
| GPS Wealth Strategies Group, LLC | 610 | $99.6K | 0.02% | −29−4.5% | Reduced |
| Legacy Financial Group LLC | 608 | $99.3K | 0.02% | +608 | New |
| Bray Capital Advisors | 596 | $97.3K | 0.03% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 573 | $93.6K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 571 | $93.2K | 0.02% | −35−5.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 568 | $92.9K | 0.01% | +1+0.2% | Added |
| Valley National Advisers Inc | 552 | $90.0K | 0.02% | +2+0.4% | Added |
| CGC Financial Services, LLC | 536 | $87.5K | 0.06% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 534 | $87.2K | 0.01% | +2+0.4% | Added |
| Resurgent Financial Advisors LLC | 534 | $87.2K | 0.06% | +19+3.7% | Added |
| EverSource Wealth Advisors, LLC | 509 | $83.0K | 0.01% | +131+34.7% | Added |
| Indiana Trust & Investment Management CO | 507 | $82.8K | 0.04% | +507 | New |
| Tanglewood Legacy Advisors, LLC | 500 | $81.7K | 0.05% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 409 | $66.8K | 0.01% | +152+59.1% | Added |
| Aquatic Capital Management LLC | 400 | $65.0K | 0.00% | −19,700−98.0% | Reduced |
| Harbor Investment Advisory, LLC | 398 | $65.0K | 0.01% | −34−7.9% | Reduced |
| American National Bank | 396 | $64.7K | 0.01% | −100−20.2% | Reduced |
| Global Trust Asset Management, LLC | 383 | $62.5K | 0.03% | +51+15.4% | Added |
| First Financial Corp | 381 | $62.2K | 0.04% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 372 | $60.8K | 0.02% | −175−32.0% | Reduced |
| Rogco, LP | 365 | $59.6K | 0.03% | +365 | New |
| Sunbelt Securities, Inc. | 361 | $59.0K | 0.01% | +1+0.3% | Added |
| State of Wyoming | 360 | $58.8K | 0.01% | −1,683−82.4% | Reduced |
| Prestige Wealth Management Group LLC | 347 | $56.7K | 0.01% | −48−12.2% | Reduced |
| Salomon & Ludwin, LLC | 345 | $56.3K | 0.01% | +345 | New |
| Financial Perspectives, Inc | 344 | $56.2K | 0.03% | 00.0% | Unchanged |
| ORG Partners LLC | 343 | $56.0K | 0.02% | +343 | New |