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 |
|---|---|---|---|---|---|
| Sky Investment Group LLC | 2,615 | $427.1K | 0.10% | 00.0% | Unchanged |
| Mark Stevens | 2,611 | $426.4K | 0.06% | +129+5.2% | Added |
| Invesco, LLC | 2,608 | $425.9K | 0.21% | +130+5.2% | Added |
| Williams Jones Wealth Management, LLC. | 2,607 | $425.7K | 0.01% | +385+17.3% | Added |
| Franklin Street Advisors Inc | 2,593 | $423.0K | 0.04% | +2,593 | New |
| Dorsey & Whitney Trust CO LLC | 2,569 | $419.5K | 0.04% | −10.0% | Reduced |
| First National Bank Sioux Falls | 2,543 | $415.3K | 0.25% | −9−0.4% | Reduced |
| Geneos Wealth Management Inc. | 2,527 | $412.7K | 0.02% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 106,883 | $412.5K | 0.03% | +105,401+7,112.1% | Added |
| Wealth Alliance | 2,509 | $409.8K | 0.06% | +248+11.0% | Added |
| Sawgrass Asset Management LLC | 2,509 | $409.7K | 0.05% | +896+55.5% | Added |
| Pearl River Capital, LLC | 2,506 | $409.3K | 0.06% | +821+48.7% | Added |
| Northcape Wealth Management, LLC | 2,500 | $408.3K | 0.16% | 00.0% | Unchanged |
| Opus Capital Group, LLC | 2,501 | $408.0K | 0.07% | −227−8.3% | Reduced |
| Jeppson Wealth Management, LLC | 2,490 | $406.6K | 0.19% | +2,490 | New |
| Beacon Investment Advisors LLC | 2,477 | $404.6K | 0.29% | +29+1.2% | Added |
| SeaCrest Wealth Management, LLC | 2,475 | $404.2K | 0.05% | −2−0.1% | Reduced |
| Lifeworks Advisors, LLC | 2,469 | $403.2K | 0.16% | −93−3.6% | Reduced |
| Transcend Wealth Collective, LLC | 2,448 | $399.8K | 0.04% | +24+1.0% | Added |
| International Assets Investment Management, LLC | 2,377 | $399.1K | 0.05% | +307+14.8% | Added |
| Salvus Wealth Management, LLC | 2,439 | $398.3K | 0.32% | +2,439 | New |
| Cigna Investments Inc | 2,435 | $398.0K | 0.09% | −402−14.2% | Reduced |
| Ronald Blue Trust, Inc. | 2,295 | $398.0K | 0.01% | −374−14.0% | Reduced |
| Alhambra Investment Partners LLC | 2,420 | $395.2K | 0.26% | −70−2.8% | Reduced |
| Dana Investment Advisors, Inc. | 2,415 | $394.4K | 0.02% | +469+24.1% | Added |
| Graypoint LLC | 2,405 | $392.7K | 0.04% | −505−17.4% | Reduced |
| Harbour Capital Advisors, LLC | 2,390 | $390.3K | 0.12% | 00.0% | Unchanged |
| Assetmark, Inc | 2,370 | $387.1K | 0.00% | +45+1.9% | Added |
| Grimes & Company, Inc. | 2,367 | $386.6K | 0.01% | +6+0.3% | Added |
| First National Corp | 2,357 | $384.9K | 0.10% | −37−1.5% | Reduced |
| River Wealth Advisors LLC | 2,355 | $384.6K | 0.07% | +30+1.3% | Added |
| Buckingham Strategic Partners | 2,347 | $383.3K | 0.02% | +2,347 | New |
| Pzena Investment Management LLC | 2,347 | $383.3K | 0.00% | −279−10.6% | Reduced |
| TCI Wealth Advisors, Inc. | 2,344 | $382.8K | 0.05% | −41−1.7% | Reduced |
| City State Bank | 2,316 | $378.0K | 0.21% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 2,314 | $377.9K | 0.05% | +2,314 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,301 | $375.8K | 0.09% | +120+5.5% | Added |
| Moody Lynn & Lieberson, LLC | 2,297 | $375.1K | 0.03% | +130+6.0% | Added |
| Leavell Investment Management, Inc. | 2,296 | $375.0K | 0.03% | −43−1.8% | Reduced |
| Fisher Asset Management, LLC | 2,291 | $374.2K | 0.00% | +109+5.0% | Added |
| Sound View Wealth Advisors Group, LLC | 2,287 | $373.5K | 0.05% | +176+8.3% | Added |
| WFA Asset Management Corp | 2,281 | $372.5K | 0.22% | +13+0.6% | Added |
| Centiva Capital, LP | 2,237 | $365.3K | 0.02% | +767+52.2% | Added |
| Green Square Capital Advisors LLC | 2,219 | $362.4K | 0.05% | +2+0.1% | Added |
| Mayfair Advisory Group, LLC | 2,228 | $361.4K | 0.35% | −54−2.4% | Reduced |
| Boothbay Fund Management, LLC | 2,213 | $361.4K | 0.01% | +972+78.3% | Added |
| Schechter Investment Advisors, LLC | 2,195 | $358.4K | 0.03% | −4−0.2% | Reduced |
| Oberweis Asset Management Inc | 2,194 | $358.3K | 0.04% | −77−3.4% | Reduced |
| Meeder Asset Management Inc | 2,189 | $357.5K | 0.03% | +2,189 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 2,181 | $356.2K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 2,154 | $351.8K | 0.01% | +2,154 | New |
| Ledyard National Bank | 2,152 | $351.4K | 0.04% | −395−15.5% | Reduced |
| Fortis Group Advisors, LLC | 2,039 | $349.6K | 0.11% | −12−0.6% | Reduced |
| InterOcean Capital Group, LLC | 2,138 | $349.2K | 0.01% | −28−1.3% | Reduced |
| Kathmere Capital Management, LLC | 2,134 | $348.5K | 0.05% | −289−11.9% | Reduced |
| Vicus Capital | 2,131 | $348.1K | 0.04% | +2,131 | New |
| Appleton Partners Inc | 2,133 | $348.0K | 0.03% | 00.0% | Unchanged |
| Valley Brook Capital Group | 2,127 | $347.4K | 0.34% | 00.0% | Unchanged |
| First Affirmative Financial Network | 2,104 | $343.7K | 0.34% | +124+6.3% | Added |
| 1620 Investment Advisors, Inc. | 2,091 | $341.5K | 0.40% | +3+0.1% | Added |
| Edge Capital Group, LLC | 2,076 | $339.0K | 0.02% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 2,065 | $337.2K | 0.24% | +2,065 | New |
| Keystone Financial Group | 2,062 | $336.7K | 0.06% | −24−1.2% | Reduced |
| ForthRight Wealth Management, LLC | 2,062 | $336.7K | 0.15% | −87−4.0% | Reduced |
| Diligent Investors, LLC | 2,056 | $335.8K | 0.10% | 00.0% | Unchanged |
| Benedetti & Gucer, Inc. | 2,053 | $335.3K | 0.18% | 00.0% | Unchanged |
| Glassman Wealth Services | 2,048 | $334.5K | 0.05% | +4+0.2% | Added |
| Guardian Wealth Advisors, LLC | 2,030 | $331.5K | 0.06% | +36+1.8% | Added |
| Boston Trust Walden Corp | 2,028 | $331.2K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 2,015 | $329.1K | 0.21% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 2,015 | $329.0K | 0.01% | −39−1.9% | Reduced |
| Peak Asset Management, LLC | 2,014 | $328.9K | 0.08% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 2,012 | $328.6K | 0.01% | +19+1.0% | Added |
| MONECO Advisors, LLC | 2,009 | $328.1K | 0.09% | +25+1.3% | Added |
| Plante Moran Financial Advisors, LLC | 2,009 | $328.1K | 0.04% | 00.0% | Unchanged |
| Paloma Partners Management Co | 1,989 | $324.8K | 0.07% | +1,989 | New |
| Boit C F David | 2,000 | $324.5K | 0.22% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 1,987 | $324.5K | 0.07% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 1,973 | $322.2K | 0.04% | +1,973 | New |
| Athena Investment Management | 1,966 | $321.1K | 0.23% | +100+5.4% | Added |
| Golden State Equity Partners | 1,957 | $319.6K | 0.09% | +351+21.9% | Added |
| Veracity Capital LLC | 1,953 | $318.9K | 0.15% | −231−10.6% | Reduced |
| Whalerock Point Partners, LLC | 1,952 | $318.8K | 0.11% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 1,949 | $318.3K | 0.01% | −21,117−91.6% | Reduced |
| Clarius Group, LLC | 1,947 | $318.0K | 0.03% | −756−28.0% | Reduced |
| MKT Advisors LLC | 1,959 | $317.9K | 0.24% | −13−0.7% | Reduced |
| Marco Investment Management LLC | 1,935 | $316.0K | 0.04% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 1,934 | $315.9K | 0.02% | 00.0% | Unchanged |
| Carlson Capital Management | 1,932 | $315.5K | 0.02% | −3−0.2% | Reduced |
| Robertson Stephens Wealth Management, LLC | 1,906 | $311.3K | 0.02% | +621+48.3% | Added |
| Spinnaker Trust | 1,905 | $311.1K | 0.02% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 1,905 | $311.1K | 0.31% | +44+2.4% | Added |
| Farmers & Merchants Trust Co of Long Beach | 1,901 | $310.5K | 0.09% | −338−15.1% | Reduced |
| Mechanics Bank Trust Department | 1,900 | $310.3K | 0.05% | −74−3.7% | Reduced |
| Warren Averett Asset Management, LLC | 1,898 | $310.0K | 0.01% | +30+1.6% | Added |
| Investors Research Corp | 1,887 | $308.2K | 0.08% | 00.0% | Unchanged |
| Nwam LLC | 1,881 | $307.2K | 0.03% | +14+0.7% | Added |
| 9258 Wealth Management, LLC | 1,878 | $306.7K | 0.06% | −120−6.0% | Reduced |
| Wintrust Investments LLC | 1,873 | $306.0K | 0.03% | 00.0% | Unchanged |
| Humankind Investments LLC | 1,857 | $303.3K | 0.13% | +198+11.9% | Added |