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 |
|---|---|---|---|---|---|
| Prospera Financial Services Inc | 3,561 | $583.4K | 0.02% | +55+1.6% | Added |
| Burns J W & Co Inc | 3,572 | $583.3K | 0.09% | −15−0.4% | Reduced |
| Exchange Traded Concepts, LLC | 3,552 | $580.1K | 0.02% | −14,827−80.7% | Reduced |
| Boyd Watterson Asset Management LLC | 3,538 | $577.8K | 0.25% | 00.0% | Unchanged |
| DoubleLine ETF Adviser LP | 3,527 | $576.0K | 0.21% | +179+5.3% | Added |
| Valeo Financial Advisors, LLC | 3,524 | $575.5K | 0.03% | −320−8.3% | Reduced |
| Pinnacle Bancorp, Inc. | 3,520 | $574.9K | 0.20% | 00.0% | Unchanged |
| Inlet Private Wealth, LLC | 3,500 | $571.6K | 0.19% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 3,468 | $566.4K | 0.17% | +3,468 | New |
| Coldstream Capital Management Inc | 3,464 | $565.7K | 0.02% | −457−11.7% | Reduced |
| Pitcairn Co | 3,443 | $562.3K | 0.05% | +369+12.0% | Added |
| Strategic Advisors LLC | 3,439 | $561.7K | 0.11% | +7+0.2% | Added |
| Villere St Denis J & Co LLC | 3,433 | $560.6K | 0.05% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 3,421 | $558.7K | 0.01% | +1,291+60.6% | Added |
| Vident Advisory, LLC | 3,396 | $554.6K | 0.02% | +3,396 | New |
| Wilson & Boucher Capital Management, LLC | 3,388 | $553.3K | 0.53% | 00.0% | Unchanged |
| Camden National Bank | 3,381 | $552.2K | 0.11% | −8−0.2% | Reduced |
| Wedbush Securities Inc | 3,374 | $551.0K | 0.03% | −36−1.1% | Reduced |
| XTX Topco Ltd | 3,360 | $548.7K | 0.09% | +3,360 | New |
| Journey Advisory Group, LLC | 3,350 | $547.1K | 0.08% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 3,345 | $546.3K | 0.03% | +52+1.6% | Added |
| AdvisorNet Financial, Inc | 3,339 | $545.2K | 0.05% | +1,328+66.0% | Added |
| Smithfield Trust Co | 3,336 | $545.0K | 0.03% | −100−2.9% | Reduced |
| Bremer Bank National Association | 3,337 | $545.0K | 0.11% | −510−13.3% | Reduced |
| Cambria Investment Management, L.P. | 3,320 | $542.2K | 0.04% | −581−14.9% | Reduced |
| Aigen Investment Management, LP | 3,309 | $540.4K | 0.10% | +3,309 | New |
| Ar Asset Management Inc | 3,264 | $533.0K | 0.15% | 00.0% | Unchanged |
| Welch & Forbes LLC | 3,261 | $532.6K | 0.01% | −76−2.3% | Reduced |
| LVM Capital Management Ltd | 3,256 | $532.0K | 0.07% | −133−3.9% | Reduced |
| Davis R M Inc | 3,237 | $529.0K | 0.01% | −66−2.0% | Reduced |
| Equitable Trust Co | 3,192 | $521.3K | 0.04% | +250+8.5% | Added |
| United Community Bank | 3,187 | $520.5K | 0.26% | +2,062+183.3% | Added |
| FinTrust Capital Advisors, LLC | 3,165 | $516.9K | 0.11% | −532−14.4% | Reduced |
| JNBA Financial Advisors | 3,158 | $515.7K | 0.06% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 3,151 | $514.6K | 0.23% | +1,382+78.1% | Added |
| CIBC World Markets Inc. | 3,115 | $509.0K | 0.00% | −234−7.0% | Reduced |
| Equitable Holdings, Inc. | 3,100 | $506.3K | 0.01% | +284+10.1% | Added |
| Checchi Capital Advisers, LLC | 3,096 | $505.6K | 0.05% | −65−2.1% | Reduced |
| Modera Wealth Management, LLC | 3,081 | $503.1K | 0.01% | +44+1.4% | Added |
| Tobam | 3,078 | $503.0K | 0.04% | −275−8.2% | Reduced |
| Brave Asset Management Inc | 3,080 | $503.0K | 0.15% | 00.0% | Unchanged |
| NBC Securities, Inc. | 3,075 | $502.0K | 0.06% | +3,075 | New |
| Chesapeake Asset Management LLC | 3,061 | $499.9K | 0.49% | +416+15.7% | Added |
| Joel Isaacson & Co., LLC | 3,026 | $494.2K | 0.03% | −97−3.1% | Reduced |
| Baldwin Brothers Inc | 3,014 | $492.2K | 0.04% | 00.0% | Unchanged |
| Weik Capital Management | 3,013 | $492.1K | 0.24% | 00.0% | Unchanged |
| Park National Corp | 3,004 | $490.6K | 0.02% | −48−1.6% | Reduced |
| Coastal Bridge Advisors, LLC | 2,997 | $489.4K | 0.13% | +206+7.4% | Added |
| Wolverine Trading, LLC | 2,990 | $488.3K | 0.00% | +2,990 | New |
| AMG National Trust Bank | 2,988 | $488.0K | 0.02% | −1,212−28.9% | Reduced |
| Wesbanco Bank Inc | 2,957 | $482.9K | 0.02% | −25−0.8% | Reduced |
| Van Eck Associates Corp | 2,947 | $481.0K | 0.00% | −98−3.2% | Reduced |
| Cambridge Trust Co | 2,945 | $480.9K | 0.02% | −18−0.6% | Reduced |
| Aries Wealth Management | 2,865 | $480.3K | 0.19% | +7+0.2% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 2,931 | $478.7K | 0.06% | −171−5.5% | Reduced |
| Waldron Private Wealth LLC | 2,930 | $478.7K | 0.02% | +376+14.7% | Added |
| Sageworth Trust Co of South Dakota | 2,930 | $478.5K | 1.05% | 00.0% | Unchanged |
| SRB Corp | 2,920 | $476.9K | 0.03% | +500+20.7% | Added |
| HighMark Wealth Management LLC | 2,920 | $476.8K | 0.40% | +18+0.6% | Added |
| Mendel Money Management | 2,915 | $476.0K | 0.26% | +408+16.3% | Added |
| Lewis Capital Management, LLC | 2,899 | $473.4K | 0.74% | +249+9.4% | Added |
| Meeder Advisory Services, Inc. | 2,890 | $472.0K | 0.06% | −1,334−31.6% | Reduced |
| Aptus Capital Advisors, LLC | 2,884 | $471.0K | 0.01% | +546+23.4% | Added |
| First National Advisers, LLC | 2,882 | $470.7K | 0.21% | +1,683+140.4% | Added |
| Ameritas Investment Partners, Inc. | 2,869 | $468.5K | 0.02% | −98−3.3% | Reduced |
| Marcum Wealth, LLC | 2,858 | $466.7K | 0.06% | +132+4.8% | Added |
| Northeast Investment Management | 2,852 | $465.8K | 0.03% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 2,852 | $465.7K | 0.02% | −1,003−26.0% | Reduced |
| Prio Wealth Limited Partnership | 2,847 | $464.9K | 0.02% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 2,840 | $463.8K | 0.17% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 2,822 | $460.9K | 0.06% | +32+1.1% | Added |
| SkyOak Wealth, LLC | 2,820 | $460.5K | 0.13% | −191−6.3% | Reduced |
| Clearstead Advisors, LLC | 2,787 | $455.1K | 0.03% | +886+46.6% | Added |
| Flynn Zito Capital Management, LLC | 2,779 | $453.8K | 0.32% | +10.0% | Added |
| WMS Partners, LLC | 2,775 | $453.3K | 0.04% | −42−1.5% | Reduced |
| Spire Wealth Management | 2,773 | $452.8K | 0.02% | −2−0.1% | Reduced |
| Bank of New Hampshire | 2,769 | $452.2K | 0.14% | 00.0% | Unchanged |
| Foundation Resource Management Inc | 2,765 | $451.6K | 0.07% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 2,752 | $449.5K | 0.23% | +30+1.1% | Added |
| Steward Financial Group LLC | 2,764 | $447.0K | 0.14% | +40+1.5% | Added |
| Associated Banc-Corp | 2,736 | $446.8K | 0.02% | −63−2.3% | Reduced |
| LMCG Investments, LLC | 2,735 | $446.7K | 0.03% | −287−9.5% | Reduced |
| Diversified Trust Co | 2,727 | $445.3K | 0.02% | −701−20.4% | Reduced |
| Point72 Asset Management, L.P. | 2,727 | $445.3K | 0.00% | +1,897+228.6% | Added |
| Great Diamond Partners, LLC | 2,722 | $444.5K | 0.12% | −116−4.1% | Reduced |
| Geller Advisors LLC | 2,712 | $442.9K | 0.05% | +788+41.0% | Added |
| Brighton Jones LLC | 2,710 | $442.6K | 0.02% | −421−13.4% | Reduced |
| Transatlantique Private Wealth LLC | 2,687 | $438.8K | 0.23% | +2,687 | New |
| Plimoth Trust Co LLC | 2,686 | $438.7K | 0.14% | 00.0% | Unchanged |
| Trust Asset Management LLC | 2,684 | $438.3K | 0.05% | 00.0% | Unchanged |
| Destination Wealth Management | 2,682 | $438.0K | 0.02% | +1,000+59.5% | Added |
| Busey Wealth Management | 2,677 | $437.2K | 0.02% | −1,213−31.2% | Reduced |
| Searle & Co. | 2,673 | $436.5K | 0.15% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 2,670 | $436.1K | 0.02% | +12+0.5% | Added |
| IFG Advisory, LLC | 2,656 | $433.8K | 0.04% | +2,656 | New |
| Centaurus Financial, Inc. | 2,653 | $433.0K | 0.04% | −10−0.4% | Reduced |
| Syon Capital LLC | 2,629 | $429.4K | 0.05% | +2,629 | New |
| Sugarloaf Wealth Management, LLC | 2,621 | $428.1K | 0.11% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 2,621 | $428.0K | 0.04% | −50−1.9% | Reduced |
| Echo Street Capital Management LLC | 2,619 | $427.7K | 0.00% | −676−20.5% | Reduced |