Travelers Companies, Inc.

TRV

Exchange: NYSE
Industry: Fire, Marine & Casualty Insurance
SEC CIK: 0000086312

SEC filings (opens in a new tab)

In the last 90 days, Travelers Companies, Inc. insiders filed 0 open-market purchases and 9 sales; 1,869 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, Q4 2023

Institutional positions in Travelers Companies, Inc. as of Dec 31, 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: 1,334; +92 vs. Q3 2023
Shares held: 189.6M; +3.76M (+2.0%) vs. Q3 2023
Total value: $36.0B; +$5.58B (+18.3%) vs. Q3 2023
New holders: 193; 441 more added
Sold out: 101; 462 more reduced

18 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 1,334 institutions

Value heldQ4 2023: $36.0B

Institutions holding TRV and their total value by quarter
Quarter	Holders	Value
Q2 2026	1,869	$61.0B
Q1 2026	1,805	$52.1B
Q4 2025	1,780	$53.8B
Q3 2025	1,681	$51.9B
Q2 2025	1,639	$50.7B
Q1 2025	1,645	$49.8B
Q4 2024	1,590	$45.6B
Q3 2024	1,471	$44.0B
Q2 2024	1,415	$38.8B
Q1 2024	1,452	$43.6B
Q4 2023	1,334	$36.0B
Q3 2023	1,260	$30.5B
Q2 2023	1,288	$32.5B
Q1 2023	1,270	$32.3B
Q4 2022	1,304	$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, Q4 2023

Shares, value and share of portfolio for each institution holding Travelers Companies, Inc.; share changes are against Q3 2023.

Institutions holding TRV in Q4 2023
Institution	Shares	Value	% of portfolio	Change in shares	Action
Householder Group Estate & Retirement Specialist, LLC	1	$0	0.00%	00.0%	Unchanged
Coston, McIsaac & Partners	3	$0	0.00%	00.0%	Unchanged
Dogwood Wealth Management LLC	0	$8	0.00%	0	New
Carolinas Wealth Consulting LLC	2	$381	0.00%	00.0%	Unchanged
Rakuten Securities, Inc.	2	$381	0.00%	+2	New
Guardian Wealth Management, Inc.	2	$405	0.00%	+2	New
Financial Synergies Wealth Advisors, Inc.	3	$563	0.00%	00.0%	Unchanged
Beaird Harris Wealth Management, LLC	3	$572	0.00%	+3	New
Ables, Iannone, Moore & Associates, Inc.	4	$762	0.00%	+4	New
Tanaka Capital Management Inc	6	$1.00K	0.00%	00.0%	Unchanged
Tfo-TDC, LLC	6	$1.14K	0.00%	−8−57.1%	Reduced
Aspect Partners, LLC	6	$1.14K	0.00%	+6	New
Archer Investment Corp	7	$1.33K	0.00%	00.0%	Unchanged
Delos Wealth Advisors, LLC	7	$1.33K	0.00%	00.0%	Unchanged
Cordant, Inc.	7	$1.33K	0.00%	+7	New
TD Capital Management LLC	7	$1.39K	0.00%	00.0%	Unchanged
Thompson Investment Management, Inc.	8	$1.52K	0.00%	00.0%	Unchanged
Frank, Rimerman Advisors LLC	9	$1.71K	0.00%	+9	New
PFS Partners, LLC	10	$1.91K	0.00%	00.0%	Unchanged
Cornerstone Planning Group LLC	10	$1.91K	0.00%	00.0%	Unchanged
PSI Advisors, LLC	10	$1.91K	0.00%	+10	New
Hazlett, Burt & Watson, Inc.	9	$2.00K	0.00%	−40−81.6%	Reduced
Vaughan Nelson Investment Management, L.P.	12	$2.00K	0.00%	+12	New
Clear Point Advisors Inc.	11	$2.04K	0.00%	+11	New
Coppell Advisory Solutions LLC	12	$2.26K	0.00%	+9+300.0%	Added
Able Wealth Management LLC	12	$2.27K	0.00%	+12	New
TFC Financial Management	13	$2.48K	0.00%	+6+85.7%	Added
International Assets Investment Management, LLC	475,830	$2.50K	0.00%	+473,453+19,918.1%	Added
Macroview Investment Management LLC	13	$2.54K	0.00%	−15−53.6%	Reduced
MidAtlantic Capital Management, Inc.	15	$2.86K	0.00%	+15	New
Legend Financial Advisors, Inc.	16	$3.05K	0.00%	+16	New
West Tower Group, LLC	20	$3.81K	0.01%	−159−88.8%	Reduced
Scarborough Advisors, LLC	20	$3.81K	0.00%	+20	New
Planned Solutions, Inc.	20	$3.81K	0.00%	+20	New
Raleigh Capital Management Inc.	21	$3.95K	0.00%	+10+90.9%	Added
Avion Wealth	20	$4.00K	0.00%	+5+33.3%	Added
Livelsberger Financial Advisory	26	$4.95K	0.00%	+26	New
Strengthening Families & Communities, LLC	27	$5.05K	0.00%	−36−57.1%	Reduced
Highline Wealth Partners LLC	27	$5.14K	0.00%	+25+1,250.0%	Added
Aspire Private Capital, LLC	27	$5.14K	0.00%	+27	New
Tradewinds Capital Management, LLC	27	$5.14K	0.00%	00.0%	Unchanged
PayPay Securities Corp	29	$5.65K	0.28%	+5+20.8%	Added
JDM Financial Group LLC	30	$5.71K	0.00%	00.0%	Unchanged
Richard W. Paul & Associates, LLC	31	$5.91K	0.00%	00.0%	Unchanged
Long Island Wealth Management, Inc.	31	$6.00K	0.00%	+31	New
Parallax Volatility Advisers, L.P.	33	$6.29K	0.00%	+33	New
One River Asset Management, LLC	33	$6.29K	0.00%	+33	New
DiNuzzo Private Wealth, Inc.	33	$6.29K	0.00%	+33	New
Davis Capital Management	34	$6.48K	0.01%	+34	New
McGlone Suttner Wealth Management, Inc.	34	$6.48K	0.00%	+34	New
Your Advocates Ltd., LLP	35	$6.67K	0.00%	00.0%	Unchanged
Capital Analysts, LLC	35	$7.00K	0.00%	−22−38.6%	Reduced
Raffa Wealth Management, LLC	37	$7.05K	0.00%	00.0%	Unchanged
ICA Group Wealth Management, LLC	39	$7.43K	0.00%	+39	New
Albion Financial Group	40	$7.62K	0.00%	−26−39.4%	Reduced
Armstrong Advisory Group, Inc	44	$8.38K	0.00%	00.0%	Unchanged
Center for Financial Planning, Inc.	45	$8.57K	0.00%	00.0%	Unchanged
Cranbrook Wealth Management, LLC	46	$8.76K	0.00%	00.0%	Unchanged
Barrett & Company, Inc.	47	$8.95K	0.00%	00.0%	Unchanged
Versant Capital Management, Inc	50	$9.53K	0.00%	00.0%	Unchanged
Rosenberg Matthew Hamilton	50	$9.53K	0.00%	00.0%	Unchanged
Bogart Wealth, LLC	51	$9.71K	0.00%	−149−74.5%	Reduced
McClarren Financial Advisors, Inc.	52	$10.0K	0.01%	+1+2.0%	Added
Sachetta, LLC	56	$10.7K	0.01%	+56	New
Ogorek Anthony Joseph	60	$11.0K	0.00%	00.0%	Unchanged
Northwest Bank & Trust Co	60	$11.4K	0.01%	+60	New
Dunhill Financial, LLC	60	$11.5K	0.01%	+60	New
North Star Investment Management Corp.	61	$11.6K	0.00%	00.0%	Unchanged
Rise Advisors, LLC	62	$11.9K	0.01%	00.0%	Unchanged
Financial Management Professionals, Inc.	61	$12.0K	0.00%	+4+7.0%	Added
Loomis Sayles & Co L P	63	$12.0K	0.00%	+63	New
Foster Dykema Cabot & Partners, LLC	66	$12.6K	0.00%	+66	New
Mascoma Wealth Management LLC	67	$12.8K	0.00%	00.0%	Unchanged
Cetera Trust Company, N.A	68	$13.0K	0.01%	+68	New
Birch Capital Management, LLC	71	$13.5K	0.01%	00.0%	Unchanged
SOA Wealth Advisors, LLC.	72	$13.8K	0.00%	−1−1.4%	Reduced
Beacon Capital Management, LLC	89	$14.6K	0.00%	−10−10.1%	Reduced
WealthCollab, LLC	77	$14.7K	0.01%	+77	New
Missouri Trust & Investment Co	78	$14.9K	0.01%	+5+6.8%	Added
Hobbs Group Advisors, LLC	79	$15.0K	0.01%	+79	New
Main Street Group, LTD	81	$15.5K	0.01%	+81	New
GW&K Investment Management, LLC	84	$16.0K	0.00%	+12+16.7%	Added
Planning Capital Management Corp	86	$16.4K	0.01%	+86	New
FSA Wealth Management LLC	89	$17.0K	0.01%	+89	New
Red Tortoise LLC	90	$17.1K	0.01%	+30+50.0%	Added
DHJJ Financial Advisors, Ltd.	90	$17.1K	0.01%	00.0%	Unchanged
Semmax Financial Advisors Inc.	80	$17.3K	0.01%	+80	New
Wetzel Investment Advisors, Inc.	93	$18.0K	0.01%	+93	New
Tucker Asset Management LLC	100	$19.0K	0.00%	00.0%	Unchanged
Pineridge Advisors LLC	100	$19.0K	0.01%	+100	New
Transcendent Capital Group LLC	100	$19.0K	0.01%	+100	New
Birchbrook, Inc.	100	$19.0K	0.01%	+100	New
Smartleaf Asset Management LLC	103	$19.5K	0.01%	+103	New
Lee Financial Co	103	$19.6K	0.00%	−11−9.6%	Reduced
Luken Investment Analytics, LLC	106	$20.2K	0.01%	00.0%	Unchanged
Park Place Capital Corp	106	$20.2K	0.01%	+3+2.9%	Added
Toth Financial Advisory Corp	108	$20.6K	0.00%	00.0%	Unchanged
New England Capital Financial Advisors LLC	110	$21.0K	0.01%	+100+1,000.0%	Added
Clear Investment Research, LLC	110	$21.0K	0.03%	+110	New
Fortitude Family Office, LLC	112	$21.3K	0.02%	+112	New