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 |
|---|---|---|---|---|---|
| Guardian Capital Advisors LP | 5,533 | $898.6K | 0.10% | −1,310−19.1% | Reduced |
| Claro Advisors LLC | 5,366 | $876.3K | 0.22% | +48+0.9% | Added |
| Atria Wealth Solutions, Inc. | 5,338 | $871.8K | 0.01% | +1,073+25.2% | Added |
| Kestra Private Wealth Services, LLC | 5,291 | $864.1K | 0.03% | −1,839−25.8% | Reduced |
| Private Trust Co NA | 5,263 | $859.5K | 0.11% | −24−0.5% | Reduced |
| Cornercap Investment Counsel Inc | 5,262 | $859.3K | 0.16% | +5,262 | New |
| Central Trust Co | 5,189 | $847.4K | 0.02% | −682−11.6% | Reduced |
| Colony Group LLC | 5,189 | $847.0K | 0.01% | −1,323−20.3% | Reduced |
| Guyasuta Investment Advisors Inc | 5,112 | $834.8K | 0.06% | 00.0% | Unchanged |
| Inceptionr LLC | 5,074 | $828.6K | 0.47% | +5,074 | New |
| MQS Management LLC | 5,051 | $824.9K | 0.50% | +5,051 | New |
| AE Wealth Management LLC | 5,019 | $819.6K | 0.00% | +271+5.7% | Added |
| Vestcor Inc | 5,012 | $819.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| Haverford Trust Co | 4,989 | $814.8K | 0.01% | −618−11.0% | Reduced |
| Sequoia Financial Advisors, LLC | 4,959 | $809.8K | 0.01% | +887+21.8% | Added |
| Bank of Hawaii | 4,913 | $802.3K | 0.05% | −64−1.3% | Reduced |
| Cipher Capital LP | 4,905 | $801.0K | 0.57% | −8,123−62.4% | Reduced |
| Alberta Investment Management Corp | 4,900 | $800.2K | 0.01% | 00.0% | Unchanged |
| Lederer & Associates Investment Counsel | 4,817 | $787.0K | 0.63% | +132+2.8% | Added |
| Axq Capital, LP | 4,800 | $783.9K | 0.28% | +4,800 | New |
| Abner Herrman & Brock LLC | 4,782 | $781.0K | 0.12% | 00.0% | Unchanged |
| DCM Advisors, LLC | 4,779 | $780.5K | 0.35% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 4,761 | $778.0K | 0.04% | −5,126−51.8% | Reduced |
| Quantinno Capital Management LP | 4,755 | $777.0K | 0.04% | −3,999−45.7% | Reduced |
| Hanson & Doremus Investment Management | 4,683 | $765.0K | 0.16% | −296−5.9% | Reduced |
| Sherbrooke Park Advisers LLC | 4,632 | $756.5K | 0.24% | +4,632 | New |
| Toews Corp | 4,600 | $751.2K | 0.46% | +4,600 | New |
| Stock Yards Bank & Trust Co | 4,595 | $750.4K | 0.03% | −105−2.2% | Reduced |
| Old Mission Capital LLC | 4,544 | $742.1K | 0.02% | +4,544 | New |
| Zions Bancorporation, N.A. | 4,542 | $741.8K | 0.07% | +328+7.8% | Added |
| HBK Sorce Advisory LLC | 4,528 | $739.4K | 0.03% | −286−5.9% | Reduced |
| Ascent Group, LLC | 4,384 | $739.1K | 0.08% | +1,006+29.8% | Added |
| CenterBook Partners LP | 4,513 | $737.0K | 0.09% | +4,513 | New |
| Machina Capital S.A.S. | 4,505 | $735.7K | 0.41% | −2,373−34.5% | Reduced |
| CAPROCK Group, Inc. | 4,501 | $735.2K | 0.06% | −68−1.5% | Reduced |
| Impax Asset Management Group plc | 4,477 | $731.1K | 0.00% | −1,370−23.4% | Reduced |
| Investors Asset Management of Georgia Inc | 4,511 | $731.1K | 0.40% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 4,461 | $728.6K | 0.02% | −711−13.7% | Reduced |
| PYA Waltman Capital, LLC | 4,438 | $724.8K | 0.31% | +1,274+40.3% | Added |
| Forum Financial Management, LP | 4,401 | $718.7K | 0.02% | +4+0.1% | Added |
| Stokes Family Office, LLC | 4,378 | $715.0K | 0.08% | −163−3.6% | Reduced |
| United Capital Financial Advisers, LLC | 4,376 | $714.6K | 0.00% | −729−14.3% | Reduced |
| Boston Private Wealth LLC | 4,357 | $711.5K | 0.02% | −301−6.5% | Reduced |
| Buckingham Strategic Wealth, LLC | 4,341 | $709.0K | 0.01% | +341+8.5% | Added |
| DFPG Investments, LLC | 4,200 | $708.0K | 0.07% | +504+13.6% | Added |
| Bridges Investment Management Inc | 4,315 | $704.7K | 0.03% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 4,308 | $703.5K | 0.03% | −362−7.8% | Reduced |
| Mission Wealth Management, LP | 4,307 | $703.3K | 0.03% | +147+3.5% | Added |
| Somerset Group LLC | 4,303 | $702.7K | 0.66% | −11,459−72.7% | Reduced |
| SlateStone Wealth, LLC | 4,301 | $702.0K | 0.10% | +496+13.0% | Added |
| Wealth Quarterback LLC | 4,284 | $699.5K | 0.61% | −7−0.2% | Reduced |
| Glenview Trust Co | 4,251 | $694.2K | 0.02% | +543+14.6% | Added |
| Vectors Research Management, LLC | 4,225 | $690.0K | 0.22% | −76−1.8% | Reduced |
| Providence Wealth Advisors, LLC | 4,228 | $685.7K | 0.77% | +100+2.4% | Added |
| Balentine LLC | 4,141 | $676.3K | 0.02% | −730−15.0% | Reduced |
| JB Capital LLC | 4,114 | $671.6K | 0.06% | +239+6.2% | Added |
| Forza Wealth Management, LLC | 4,107 | $670.7K | 0.35% | +150+3.8% | Added |
| Allworth Financial LP | 4,099 | $669.4K | 0.01% | +11+0.3% | Added |
| Wealthsource Partners, LLC | 4,078 | $666.0K | 0.05% | −156−3.7% | Reduced |
| Resources Investment Advisors, LLC. | 4,039 | $659.5K | 0.01% | −39−1.0% | Reduced |
| Legacy Capital Wealth Partners, LLC | 4,014 | $655.5K | 0.18% | +4,014 | New |
| Trust Co of Toledo NA | 4,009 | $654.7K | 0.13% | +825+25.9% | Added |
| Sterneck Capital Management, LLC | 4,000 | $653.2K | 0.44% | 00.0% | Unchanged |
| Trust Co of Vermont | 3,997 | $652.8K | 0.04% | −113−2.7% | Reduced |
| Fox Run Management, L.L.C. | 3,968 | $648.0K | 0.19% | −942−19.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,947 | $644.6K | 0.07% | −94−2.3% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,939 | $643.0K | 0.07% | −115−2.8% | Reduced |
| Beaumont Financial Advisors, LLC | 3,933 | $642.4K | 0.06% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,932 | $642.0K | 0.02% | −97−2.4% | Reduced |
| Baker Tilly Wealth Management, LLC | 3,930 | $641.8K | 0.11% | −7,122−64.4% | Reduced |
| Connecticut Wealth Management, LLC | 3,912 | $638.8K | 0.04% | +1,512+63.0% | Added |
| Versor Investments LP | 3,904 | $637.6K | 0.13% | −1,000−20.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 3,886 | $634.6K | 0.04% | +83+2.2% | Added |
| Boston Financial Mangement LLC | 3,877 | $633.2K | 0.02% | +58+1.5% | Added |
| Tradewinds, LLC. | 3,853 | $629.2K | 0.37% | 00.0% | Unchanged |
| Davenport & Co LLC | 3,851 | $628.9K | 0.00% | −114−2.9% | Reduced |
| Prostatis Group LLC | 3,913 | $628.6K | 0.31% | −688,711−99.4% | Reduced |
| Harbor Capital Advisors, Inc. | 3,835 | $626.3K | 0.13% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 3,826 | $624.8K | 0.20% | +940+32.6% | Added |
| Mitchell & Pahl Private Wealth, LLC | 3,792 | $619.3K | 0.37% | −99−2.5% | Reduced |
| Ballentine Partners, LLC | 3,791 | $619.1K | 0.01% | −213−5.3% | Reduced |
| Van Hulzen Asset Management, LLC | 3,793 | $619.0K | 0.05% | +10.0% | Added |
| Quadrant Capital Group LLC | 3,784 | $618.0K | 0.06% | +667+21.4% | Added |
| Qtron Investments LLC | 3,770 | $615.7K | 0.12% | −1,365−26.6% | Reduced |
| High Note Wealth, LLC | 3,754 | $614.3K | 0.25% | −14−0.4% | Reduced |
| Kanawha Capital Management LLC | 3,737 | $610.3K | 0.06% | −25−0.7% | Reduced |
| MWA Asset Management | 3,737 | $610.2K | 0.59% | +3,737 | New |
| Tradition Wealth Management, LLC | 3,729 | $609.0K | 0.07% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 3,727 | $607.0K | 0.01% | −154−4.0% | Reduced |
| Ci Investments Inc. | 3,686 | $602.0K | 0.00% | +101+2.8% | Added |
| Copperwynd Financial, LLC | 3,666 | $598.6K | 0.28% | −51−1.4% | Reduced |
| Beverly Hills Private Wealth, LLC | 3,654 | $596.8K | 0.18% | −2,207−37.7% | Reduced |
| Money Concepts Capital Corp | 3,646 | $596.1K | 0.06% | +74+2.1% | Added |
| Lindbrook Capital, LLC | 3,620 | $591.2K | 0.07% | −227−5.9% | Reduced |
| Empirical Asset Management, LLC | 3,616 | $590.6K | 0.51% | −707−16.4% | Reduced |
| iA Global Asset Management Inc. | 3,606 | $589.0K | 0.02% | +225+6.7% | Added |
| Johnson Investment Counsel Inc | 3,577 | $584.1K | 0.01% | +229+6.8% | Added |
| Lido Advisors, LLC | 3,573 | $583.5K | 0.01% | −122−3.3% | Reduced |