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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, 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
1,333
+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
440 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: 1,333 institutions
Q1 2021: 1,172 institutionsQ2 2021: 1,138 institutionsQ3 2021: 1,137 institutionsQ4 2021: 1,229 institutionsQ1 2022: 1,277 institutionsQ2 2022: 1,222 institutionsQ3 2022: 1,204 institutionsQ4 2022: 1,303 institutionsQ1 2023: 1,269 institutionsQ2 2023: 1,287 institutionsQ3 2023: 1,259 institutionsQ4 2023: 1,333 institutionsQ1 2024: 1,451 institutionsQ2 2024: 1,414 institutionsQ3 2024: 1,470 institutionsQ4 2024: 1,589 institutionsQ1 2025: 1,644 institutionsQ2 2025: 1,638 institutionsQ3 2025: 1,680 institutionsQ4 2025: 1,779 institutionsQ1 2026: 1,804 institutionsQ2 2026: 1,868 institutions
Value heldQ4 2023: $36.0B
Q1 2021: $31.5BQ2 2021: $31.0BQ3 2021: $31.1BQ4 2021: $31.3BQ1 2022: $36.0BQ2 2022: $33.1BQ3 2022: $29.7BQ4 2022: $36.0BQ1 2023: $32.3BQ2 2023: $32.5BQ3 2023: $30.5BQ4 2023: $36.0BQ1 2024: $43.6BQ2 2024: $38.8BQ3 2024: $44.0BQ4 2024: $45.6BQ1 2025: $49.8BQ2 2025: $50.7BQ3 2025: $51.9BQ4 2025: $53.8BQ1 2026: $52.1BQ2 2026: $61.0B
Institutions holding TRV and their total value by quarter
QuarterHoldersValue
Q2 20261,868$61.0B
Q1 20261,804$52.1B
Q4 20251,779$53.8B
Q3 20251,680$51.9B
Q2 20251,638$50.7B
Q1 20251,644$49.8B
Q4 20241,589$45.6B
Q3 20241,470$44.0B
Q2 20241,414$38.8B
Q1 20241,451$43.6B
Q4 20231,333$36.0B
Q3 20231,259$30.5B
Q2 20231,287$32.5B
Q1 20231,269$32.3B
Q4 20221,303$36.0B
Q3 20221,204$29.7B
Q2 20221,222$33.1B
Q1 20221,277$36.0B
Q4 20211,229$31.3B
Q3 20211,137$31.1B
Q2 20211,138$31.0B
Q1 20211,172$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
InstitutionSharesValue% of portfolioChange in sharesAction
Nwam LLC0$00.00%−1,881−100.0%Sold out
Mirabella Financial Services LLP0$00.00%−1,652−100.0%Sold out
Eudaimonia Partners, LLC0$00.00%−1,587−100.0%Sold out
Chicago Trust Co NA0$00.00%−1,529−100.0%Sold out
Mutual Advisors, LLC0$00.00%−1,446−100.0%Sold out
Virginia Wealth Management Group, Inc.0$00.00%−1,418−100.0%Sold out
Wedgewood Investors Inc0$00.00%−1,320−100.0%Sold out
Gateway Advisory, LLC0$00.00%−1,304−100.0%Sold out
PEAK6 Investments LLC0$00.00%−1,219−100.0%Sold out
Headlands Technologies LLC0$00.00%−943−100.0%Sold out
Legacy Financial Group LLC0$00.00%−608−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−400−100.0%Sold out
Ameliora Wealth Management Ltd.0$00.00%−274−100.0%Sold out
RVW Wealth, LLC0$00.00%−206−100.0%Sold out
AM Squared Ltd0$00.00%−200−100.0%Sold out
Flaharty Asset Management, LLC0$00.00%−156−100.0%Sold out
Magnolia Capital Management Ltd0$00.00%−108−100.0%Sold out
Baker Avenue Asset Management, LP0$00.00%−109−100.0%Sold out
Headinvest, LLC0$00.00%−100−100.0%Sold out
Carmel Capital Partners, LLC0$00.00%−91−100.0%Sold out
Riverview Trust Co0$00.00%−82−100.0%Sold out
Thomas J. Herzfeld Advisors, Inc.0$00.00%−54−100.0%Sold out
LFA - Lugano Financial Advisors SA0$00.00%−39−100.0%Sold out
Truvestments Capital LLC0$00.00%−34−100.0%Sold out
SkyView Investment Advisors, LLC0$00.00%−30−100.0%Sold out
Milestone Investment Advisors LLC0$00.00%−23−100.0%Sold out
Authentikos Wealth Advisory, LLC0$00.00%−13−100.0%Sold out
Register Financial Advisors LLC0$00.00%−10−100.0%Sold out
Front Row Advisors LLC0$00.00%−9−100.0%Sold out
Perkins Coie Trust Co0$00.00%−7−100.0%Sold out
Centerpoint Advisors, LLC0$00.00%−9−100.0%Sold out
HHM Wealth Advisors, LLC0$00.00%−4−100.0%Sold out
GoalVest Advisory LLC0$00.00%−3−100.0%Sold out
Optimum Investment Advisors0$00.00%−1−100.0%Sold out
Virginia Retirement Systems Et Al––––Not filed
First Republic Investment Management, Inc.––––Not filed
Pathstone Family Office, LLC––––Not filed
Advisor Partners II, LLC––––Not filed
Comerica Securities,inc.––––Not filed
Icon Wealth Partners, LLC––––Not filed
Gyroscope Capital Management Group, LLC––––Not filed
Focus Financial Network, Inc.––––Not filed
Colony Group LLC––––Not filed
Tradewinds, LLC.––––Not filed
Lewis Capital Management, LLC––––Not filed
Steward Financial Group LLC––––Not filed
Mark Stevens––––Not filed
Ropes Wealth Advisors LLC––––Not filed
Sutton Wealth Advisors Inc.––––Not filed
Foster Dykema Cabot & Co Inc––––Not filed
KB Financial Partners, LLC––––Not filed
Column Capital Advisors, LLC––––Not filed