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; 1,869 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cassady Schiller Wealth Management, LLC | 114 | $21.7K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 115 | $21.9K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 116 | $22.1K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 117 | $22.3K | 0.02% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 120 | $22.9K | 0.01% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 120 | $22.9K | 0.02% | +120 | New |
| Caitlin John, LLC | 125 | $23.8K | 0.02% | +125 | New |
| West Branch Capital LLC | 125 | $23.8K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 132 | $25.1K | 0.00% | +1+0.8% | Added |
| Laurel Wealth Advisors LLC | 138 | $26.3K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 138 | $26.3K | 0.00% | +31+29.0% | Added |
| BOK Financial Private Wealth, Inc. | 139 | $26.5K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 142 | $27.1K | 0.02% | +142 | New |
| Ofi Invest Asset Management | 158 | $27.2K | 0.00% | +158 | New |
| Trust Co | 144 | $27.4K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 146 | $27.9K | 0.01% | +79+117.9% | Added |
| Creative Financial Designs Inc | 147 | $28.0K | 0.00% | −150−50.5% | Reduced |
| Duncker Streett & Co Inc | 149 | $28.4K | 0.01% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 150 | $28.6K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 150 | $28.6K | 0.02% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 150 | $28.6K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 151 | $28.8K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 158 | $30.1K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 144 | $30.8K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 165 | $31.4K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 166 | $31.6K | 0.01% | −7−4.0% | Reduced |
| Northwest Financial Advisors | 166 | $31.6K | 0.03% | +166 | New |
| First PREMIER Bank | 170 | $32.0K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 171 | $32.6K | 0.01% | −14−7.6% | Reduced |
| Quarry LP | 171 | $32.6K | 0.02% | +171 | New |
| Spotlight Asset Group, Inc. | 200 | $32.7K | 0.03% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 208 | $34.0K | 0.03% | +208 | New |
| VisionPoint Advisory Group, LLC | 180 | $34.3K | 0.01% | −147−45.0% | Reduced |
| Nemes Rush Group LLC | 185 | $35.2K | 0.01% | +13+7.6% | Added |
| Country Trust Bank | 186 | $35.4K | 0.00% | +11+6.3% | Added |
| Operose Advisors LLC | 194 | $37.0K | 0.01% | −69−26.2% | Reduced |
| McIlrath & Eck, LLC | 200 | $38.1K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 202 | $38.5K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 207 | $39.0K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 205 | $39.1K | 0.02% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 205 | $39.1K | 0.02% | +205 | New |
| Johnson Financial Group, Inc. | 209 | $39.8K | 0.00% | +9+4.5% | Added |
| Gould Capital, LLC | 211 | $40.2K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Advisors | 215 | $40.9K | 0.00% | +189+726.9% | Added |
| Motco | 216 | $41.1K | 0.00% | −28−11.5% | Reduced |
| Old Second National Bank of Aurora | 216 | $41.1K | 0.01% | +216 | New |
| Jones Financial Companies LLLP | 221 | $42.1K | 0.00% | −46−17.2% | Reduced |
| Edmond de Rothschild Holding S.A. | 221 | $42.1K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 225 | $42.9K | 0.03% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 226 | $43.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 227 | $43.2K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 231 | $44.0K | 0.02% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 234 | $45.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 241 | $45.9K | 0.04% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 247 | $47.1K | 0.02% | +247 | New |
| Atlas Capital Advisors LLC | 249 | $47.4K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 250 | $47.6K | 0.01% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 252 | $48.0K | 0.01% | +49+24.1% | Added |
| Tyler-Stone Wealth Management | 264 | $50.3K | 0.03% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 267 | $50.8K | 0.01% | +2+0.8% | Added |
| Covestor Ltd | 264 | $51.0K | 0.03% | +2+0.8% | Added |
| Hartford Financial Management Inc. | 278 | $53.0K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 279 | $53.1K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 280 | $53.3K | 0.02% | +280 | New |
| Westside Investment Management, Inc. | 291 | $55.4K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 295 | $56.2K | 0.01% | +60+25.5% | Added |
| Salomon & Ludwin, LLC | 345 | $56.3K | 0.01% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 296 | $56.4K | 0.06% | +292+7,300.0% | Added |
| EdgeRock Capital LLC | 266 | $57.1K | 0.04% | +266 | New |
| Capital Advisors, Ltd. LLC | 305 | $58.0K | 0.01% | −5−1.6% | Reduced |
| Bell Investment Advisors, Inc | 304 | $58.0K | 0.01% | +7+2.4% | Added |
| Strategic Investment Solutions, Inc. | 306 | $58.3K | 0.01% | −9,585−96.9% | Reduced |
| Peoples Financial Services Corp. | 309 | $58.9K | 0.03% | 00.0% | Unchanged |
| Norwood Financial Corp | 310 | $59.1K | 0.09% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 322 | $59.1K | 0.03% | +322 | New |
| Larson Financial Group LLC | 324 | $61.7K | 0.01% | −1−0.3% | Reduced |
| RE Dickinson Investment Advisors, LLC | 325 | $62.0K | 0.04% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 330 | $62.9K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 331 | $63.1K | 0.02% | +113+51.8% | Added |
| Turtle Creek Wealth Advisors, LLC | 333 | $63.4K | 0.02% | +333 | New |
| Washington Trust Advisors, Inc. | 339 | $64.5K | 0.01% | +1+0.3% | Added |
| Central Bank & Trust Co | 340 | $64.8K | 0.01% | 00.0% | Unchanged |
| Rogco, LP | 343 | $65.3K | 0.03% | −22−6.0% | Reduced |
| Financial Perspectives, Inc | 344 | $65.6K | 0.03% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 362 | $68.9K | 0.01% | +1+0.3% | Added |
| First United Bank Trust | 364 | $69.3K | 0.03% | +364 | New |
| Trifecta Capital Advisors, LLC | 372 | $70.9K | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 381 | $72.6K | 0.04% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 384 | $73.1K | 0.03% | +1+0.3% | Added |
| CVA Family Office, LLC | 393 | $74.9K | 0.01% | +393 | New |
| Vestor Capital, LLC | 393 | $75.0K | 0.01% | +65+19.8% | Added |
| Harbor Investment Advisory, LLC | 398 | $75.8K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 407 | $77.5K | 0.01% | +118+40.8% | Added |
| American National Bank | 420 | $80.0K | 0.01% | +24+6.1% | Added |
| Old Point Trust & Financial Services N A | 420 | $80.0K | 0.03% | +420 | New |
| Prestige Wealth Management Group LLC | 435 | $82.9K | 0.02% | +88+25.4% | Added |
| AJOVista, LLC | 463 | $88.2K | 0.11% | +463 | New |
| TCTC Holdings, LLC | 469 | $89.3K | 0.00% | +139+42.1% | Added |
| Bruce G. Allen Investments, LLC | 475 | $90.5K | 0.08% | +475 | New |
| Sound Income Strategies, LLC | 478 | $91.0K | 0.01% | +427+837.3% | Added |