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 |
|---|---|---|---|---|---|
| First Foundation Advisors | 499 | $95.0K | 0.00% | −772−60.7% | Reduced |
| State of Wyoming | 499 | $95.1K | 0.02% | +139+38.6% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 499 | $95.1K | 0.19% | +499 | New |
| Tanglewood Legacy Advisors, LLC | 500 | $95.2K | 0.05% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 507 | $96.6K | 0.04% | 00.0% | Unchanged |
| O'Dell Group, LLC | 508 | $96.8K | 0.03% | +508 | New |
| Massmutual Trust Co FSB | 511 | $97.3K | 0.00% | +259+102.8% | Added |
| Rocky Mountain Advisers, LLC | 515 | $98.1K | 0.03% | −500−49.3% | Reduced |
| EverSource Wealth Advisors, LLC | 515 | $98.1K | 0.01% | +6+1.2% | Added |
| Resurgent Financial Advisors LLC | 526 | $100.2K | 0.06% | −8−1.5% | Reduced |
| CGC Financial Services, LLC | 536 | $102.1K | 0.05% | 00.0% | Unchanged |
| Tompkins Financial Corp | 540 | $102.9K | 0.01% | −162−23.1% | Reduced |
| Financial Freedom, LLC | 541 | $103.0K | 0.07% | −113−17.3% | Reduced |
| Rakuten Investment Management, Inc. | 565 | $107.0K | 0.00% | +565 | New |
| City Holding Co | 571 | $108.8K | 0.02% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 573 | $109.2K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 575 | $109.6K | 0.02% | −35−5.7% | Reduced |
| GeoWealth Management, LLC | 583 | $111.0K | 0.01% | +583 | New |
| Bray Capital Advisors | 596 | $113.5K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 599 | $114.1K | 0.07% | −177−22.8% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 613 | $116.7K | 0.05% | +2+0.3% | Added |
| Estabrook Capital Management | 628 | $119.6K | 0.02% | −270−30.1% | Reduced |
| Dougherty Wealth Advisers LLC | 628 | $119.6K | 0.11% | 00.0% | Unchanged |
| Arlington Partners LLC | 632 | $120.4K | 0.03% | +469+287.7% | Added |
| ORG Partners LLC | 637 | $121.3K | 0.02% | +294+85.7% | Added |
| Arlington Trust Co LLC | 643 | $122.5K | 0.03% | +480+294.5% | Added |
| Monetary Management Group Inc | 650 | $123.8K | 0.04% | 00.0% | Unchanged |
| Clean Yield Group | 650 | $123.8K | 0.05% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 655 | $124.8K | 0.06% | +472+257.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 662 | $126.2K | 0.01% | +94+16.5% | Added |
| Walleye Capital LLC | 668 | $127.2K | 0.00% | −38,795−98.3% | Reduced |
| Alta Advisers Ltd | 700 | $133.3K | 0.07% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 701 | $133.5K | 0.01% | +701 | New |
| Adirondack Trust Co | 630 | $139.2K | 0.06% | −50−7.4% | Reduced |
| Blue Chip Partners, Inc. | 732 | $139.5K | 0.01% | +3+0.4% | Added |
| Field & Main Bank | 743 | $141.5K | 0.06% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 743 | $141.5K | 0.04% | 00.0% | Unchanged |
| RFP Financial Group LLC | 1,000 | $142.4K | 0.06% | +805+412.8% | Added |
| Citizens National Bank Trust Department | 750 | $142.9K | 0.04% | 00.0% | Unchanged |
| Core Alternative Capital | 759 | $144.6K | 0.02% | −85−10.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 700 | $148.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 784 | $149.3K | 0.01% | +375+91.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 790 | $150.5K | 0.07% | −4−0.5% | Reduced |
| Global Financial Private Client, LLC | 800 | $152.4K | 0.07% | 00.0% | Unchanged |
| CNB Bank | 825 | $157.2K | 0.08% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 841 | $160.2K | 0.00% | −59−6.6% | Reduced |
| First Community Trust NA | 845 | $161.0K | 0.17% | 00.0% | Unchanged |
| Bangor Savings Bank | 848 | $161.5K | 0.02% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 869 | $165.5K | 0.01% | −22−2.5% | Reduced |
| St Germain D J Co Inc | 876 | $166.9K | 0.01% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 876 | $166.9K | 0.10% | +876 | New |
| Pflug Koory, LLC | 883 | $168.2K | 0.09% | 00.0% | Unchanged |
| Horizons Wealth Management | 896 | $170.7K | 0.11% | 00.0% | Unchanged |
| Valley National Advisers Inc | 929 | $176.0K | 0.03% | +377+68.3% | Added |
| Harbour Investments, Inc. | 925 | $176.2K | 0.01% | +120+14.9% | Added |
| Washington Trust Co | 928 | $176.8K | 0.01% | +18+2.0% | Added |
| Focused Wealth Management, Inc | 931 | $177.3K | 0.03% | +4+0.4% | Added |
| Plato Investment Management Ltd | 943 | $179.6K | 0.22% | +943 | New |
| Logan Capital Management Inc | 950 | $181.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 964 | $183.6K | 0.02% | +1+0.1% | Added |
| MV Capital Management, Inc. | 971 | $185.0K | 0.02% | +4+0.4% | Added |
| Pin Oak Investment Advisors Inc | 997 | $190.0K | 0.19% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,002 | $190.8K | 0.01% | −298−22.9% | Reduced |
| Glen Eagle Advisors, LLC | 1,017 | $193.8K | 0.04% | −12−1.2% | Reduced |
| Leonteq Securities AG | 1,022 | $194.7K | 0.03% | +997+3,988.0% | Added |
| CX Institutional | 1,024 | $195.1K | 0.01% | −296−22.4% | Reduced |
| Winning Points Advisors, LLC | 1,056 | $201.2K | 0.31% | +1,056 | New |
| Pettee Investors, Inc. | 1,059 | $201.7K | 0.09% | +1,059 | New |
| Patten & Patten Inc | 1,062 | $202.4K | 0.02% | +1,062 | New |
| Key Financial Inc | 1,065 | $202.9K | 0.06% | 00.0% | Unchanged |
| Centennial Bank | 1,066 | $203.1K | 0.12% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 1,072 | $204.2K | 0.00% | +1,072 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,076 | $205.0K | 0.03% | +1,076 | New |
| Willner & Heller, LLC | 1,085 | $206.6K | 0.23% | +1,085 | New |
| Alpha DNA Investment Management LLC | 1,085 | $206.7K | 0.12% | +1,085 | New |
| Wiley Bros.-Aintree Capital, LLC | 1,089 | $207.4K | 0.05% | +1,089 | New |
| Blume Capital Management, Inc. | 1,100 | $209.5K | 0.06% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 1,100 | $209.5K | 0.15% | +1,100 | New |
| Ameritas Advisory Services, LLC | 1,058 | $209.9K | 0.01% | +1,058 | New |
| Petrus Trust Company, LTA | 1,104 | $210.3K | 0.02% | +1,104 | New |
| Farmers & Merchants Investments Inc | 1,108 | $211.1K | 0.01% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 1,113 | $212.0K | 0.00% | +1,113 | New |
| Basepoint Wealth LLC | 1,117 | $212.9K | 0.17% | −594−34.7% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 1,122 | $213.7K | 0.11% | +1,122 | New |
| Fukoku Mutual Life Insurance Co | 1,136 | $216.4K | 0.02% | +1,136 | New |
| Eagle Bay Advisors LLC | 1,138 | $216.8K | 0.14% | −395−25.8% | Reduced |
| EagleClaw Capital Managment, LLC | 1,146 | $218.3K | 0.05% | +1,146 | New |
| Quent Capital, LLC | 1,149 | $218.9K | 0.03% | +35+3.1% | Added |
| Cobblestone Capital Advisors LLC | 1,157 | $220.4K | 0.01% | −129−10.0% | Reduced |
| Wealthspan Partners, LLC | 1,163 | $221.5K | 0.16% | +1,163 | New |
| Baxter Bros Inc | 1,171 | $223.1K | 0.03% | +1,171 | New |
| Marino, Stram & Associates LLC | 1,172 | $223.2K | 0.06% | +1,172 | New |
| Onyx Bridge Wealth Group LLC | 1,183 | $225.3K | 0.05% | +1,183 | New |
| Castle Rock Wealth Management, LLC | 1,170 | $225.5K | 0.07% | +1,170 | New |
| Apella Capital, LLC | 1,172 | $225.6K | 0.01% | +1,172 | New |
| Sage Rhino Capital LLC | 1,186 | $225.9K | 0.06% | +1,186 | New |
| IVC Wealth Advisors LLC | 1,190 | $226.7K | 0.14% | +1,190 | New |
| Wealth Architects, LLC | 1,194 | $227.4K | 0.03% | −31−2.5% | Reduced |
| Lake Street Financial LLC | 1,196 | $227.8K | 0.04% | −14−1.2% | Reduced |
| Childress Capital Advisors, LLC | 1,198 | $228.2K | 0.07% | +1,198 | New |