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 |
|---|---|---|---|---|---|
| Builder Investment Group Inc | 1,200 | $228.6K | 0.08% | +1,200 | New |
| Herold Advisors, Inc. | 1,200 | $228.6K | 0.06% | +1,200 | New |
| Sentry Investment Management LLC | 1,200 | $229.0K | 0.10% | −129−9.7% | Reduced |
| Anchor Investment Management, LLC | 1,203 | $229.2K | 0.03% | +28+2.4% | Added |
| Sax Wealth Advisors, LLC | 1,208 | $230.2K | 0.04% | +1,208 | New |
| West Coast Financial LLC | 1,209 | $230.3K | 0.03% | +1,209 | New |
| WR Wealth Planners, LLC | 1,211 | $230.7K | 0.09% | +1+0.1% | Added |
| CRA Financial Services, LLC | 1,215 | $231.4K | 0.06% | +1,215 | New |
| Laffer Tengler Investments | 1,217 | $231.8K | 0.06% | 00.0% | Unchanged |
| Schear Investment Advisers, LLC | 1,218 | $232.0K | 0.22% | −83−6.4% | Reduced |
| Ariston Services Group | 1,220 | $232.4K | 0.23% | +1,220 | New |
| PFG Advisors | 1,224 | $233.2K | 0.02% | +1,224 | New |
| SPC Financial, Inc. | 1,226 | $233.6K | 0.02% | +1,226 | New |
| Liberty Capital Management, Inc. | 1,230 | $234.3K | 0.06% | 00.0% | Unchanged |
| SFMG, LLC | 1,231 | $234.5K | 0.02% | −3−0.2% | Reduced |
| Voya Financial Advisors, Inc. | 1,240 | $234.8K | 0.03% | −48−3.7% | Reduced |
| StoneX Group Inc. | 1,233 | $234.9K | 0.02% | +1,233 | New |
| JJJ Advisors Inc. | 1,235 | $235.3K | 0.06% | −11−0.9% | Reduced |
| Old Port Advisors | 1,236 | $235.4K | 0.08% | −17−1.4% | Reduced |
| Santori & Peters | 1,236 | $235.5K | 0.11% | 00.0% | Unchanged |
| Legacy Trust | 1,243 | $236.8K | 0.06% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 1,247 | $237.6K | 0.01% | +3+0.2% | Added |
| Slocum, Gordon & Co LLP | 1,250 | $238.1K | 0.21% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 1,251 | $238.2K | 0.01% | −86−6.4% | Reduced |
| Westpac Banking Corp | 1,268 | $241.5K | 0.02% | −4,808−79.1% | Reduced |
| Inscription Capital, LLC | 1,268 | $241.6K | 0.07% | +7+0.6% | Added |
| Caldwell Sutter Capital, Inc. | 1,271 | $242.1K | 0.12% | −3−0.2% | Reduced |
| Global Retirement Partners, LLC | 1,235 | $243.0K | 0.01% | +385+45.3% | Added |
| West Family Investments, Inc. | 1,278 | $243.4K | 0.08% | +1,278 | New |
| RMB Capital Management, LLC | 1,281 | $244.0K | 0.01% | −12−0.9% | Reduced |
| Carlson Capital Management | 1,285 | $244.8K | 0.01% | −647−33.5% | Reduced |
| Caldwell Trust Co | 1,286 | $245.0K | 0.03% | −47−3.5% | Reduced |
| Live Oak Private Wealth LLC | 1,286 | $245.0K | 0.05% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1,287 | $245.2K | 0.12% | +1,287 | New |
| Eagle Ridge Investment Management | 1,291 | $245.9K | 0.02% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 1,299 | $247.4K | 0.05% | −36−2.7% | Reduced |
| Delta Asset Management LLC | 1,302 | $248.0K | 0.02% | +6+0.5% | Added |
| Van Strum & Towne Inc. | 1,304 | $248.4K | 0.10% | 00.0% | Unchanged |
| Earnest Partners LLC | 1,320 | $251.4K | 0.00% | −10−0.8% | Reduced |
| Altfest L J & Co Inc | 1,321 | $252.0K | 0.04% | −261−16.5% | Reduced |
| Naples Money Management LLC | 1,323 | $252.0K | 0.24% | +1,323 | New |
| Trust Point Inc. | 1,325 | $252.4K | 0.02% | +1,325 | New |
| Capital Investment Advisors, LLC | 1,329 | $253.1K | 0.01% | +1,329 | New |
| Monte Financial Group, LLC | 1,329 | $253.2K | 0.12% | −22,922−94.5% | Reduced |
| Monument Capital Management | 1,330 | $253.4K | 0.08% | +1,330 | New |
| Cape Ann Savings Bank | 1,200 | $253.6K | 0.17% | +1,200 | New |
| D L Carlson Investment Group Inc | 1,160 | $254.1K | 0.05% | −129−10.0% | Reduced |
| Soundmark Wealth Management, LLC | 1,340 | $255.3K | 0.13% | 00.0% | Unchanged |
| Penn Davis McFarland Inc | 1,344 | $256.0K | 0.04% | +1,344 | New |
| Aspiriant, LLC | 1,344 | $256.0K | 0.01% | +1,344 | New |
| Great Waters Wealth Management | 1,343 | $257.0K | 0.05% | +3+0.2% | Added |
| Principal Securities, Inc. | 1,354 | $257.9K | 0.01% | +1,354 | New |
| Calamos Wealth Management LLC | 1,355 | $258.1K | 0.02% | −223−14.1% | Reduced |
| Wealth Effects LLC | 1,370 | $260.9K | 0.10% | +1+0.1% | Added |
| Henrickson Nauta Wealth Advisors, Inc. | 1,370 | $261.0K | 0.13% | 00.0% | Unchanged |
| First Nebraska Trust Co | 1,370 | $261.0K | 0.03% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 1,241 | $261.9K | 0.01% | +1,241 | New |
| Rehmann Capital Advisory Group | 1,379 | $262.9K | 0.02% | −33−2.3% | Reduced |
| Crestwood Advisors Group LLC | 1,387 | $264.1K | 0.01% | +88+6.8% | Added |
| Dearborn Partners LLC | 1,387 | $264.2K | 0.01% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 1,394 | $265.5K | 0.02% | +1,394 | New |
| Advisor OS, LLC | 1,394 | $265.6K | 0.03% | +103+8.0% | Added |
| New Hampshire Trust | 1,400 | $266.7K | 0.06% | −5−0.4% | Reduced |
| Brookstone Capital Management | 1,403 | $267.3K | 0.01% | −58−4.0% | Reduced |
| Oakworth Capital, Inc. | 1,407 | $268.0K | 0.02% | +456+47.9% | Added |
| Moneta Group Investment Advisors LLC | 1,407 | $268.0K | 0.01% | +178+14.5% | Added |
| Peachtree Investment Partners, LLC | 1,412 | $269.0K | 0.11% | +2+0.1% | Added |
| Cornell Pochily Investment Advisors, Inc. | 1,413 | $269.2K | 0.11% | +1,413 | New |
| One + One Wealth Management, LLC | 1,910 | $272.0K | 0.17% | +1,910 | New |
| Sandy Spring Bank | 1,434 | $273.2K | 0.01% | −47−3.2% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 1,434 | $273.3K | 0.07% | −153−9.6% | Reduced |
| Colonial Trust Co | 1,438 | $273.9K | 0.06% | −26−1.8% | Reduced |
| Manchester Capital Management LLC | 1,440 | $274.3K | 0.04% | +33+2.3% | Added |
| Advisors Capital Management, LLC | 1,444 | $275.0K | 0.01% | +1,444 | New |
| New Potomac Partners, LLC | 1,444 | $275.1K | 0.16% | −390−21.3% | Reduced |
| Fairhaven Wealth Management, LLC | 1,444 | $275.1K | 0.10% | 00.0% | Unchanged |
| Shelton Capital Management | 1,451 | $276.4K | 0.01% | −72−4.7% | Reduced |
| Avantax Planning Partners, Inc. | 1,455 | $277.1K | 0.01% | +11+0.8% | Added |
| Mitchell Sinkler & Starr | 1,456 | $277.4K | 0.05% | +1,456 | New |
| Premier Path Wealth Partners, LLC | 1,458 | $277.7K | 0.06% | +1,458 | New |
| JFS Wealth Advisors, LLC | 1,459 | $278.0K | 0.02% | +106+7.8% | Added |
| Grove Bank & Trust | 1,460 | $278.1K | 0.05% | −18−1.2% | Reduced |
| Tiemann Investment Advisors, LLC | 1,460 | $278.1K | 0.14% | 00.0% | Unchanged |
| Intrua Financial, LLC | 1,462 | $278.5K | 0.04% | −200−12.0% | Reduced |
| Advus Financial Partners, LLC | 1,473 | $280.6K | 0.10% | +243+19.8% | Added |
| MKT Advisors LLC | 1,459 | $281.7K | 0.19% | −500−25.5% | Reduced |
| Congress Wealth Management LLC | 1,482 | $282.3K | 0.01% | +207+16.2% | Added |
| Windsor Capital Management, LLC | 1,488 | $283.5K | 0.09% | +2+0.1% | Added |
| Strait & Sound Wealth Management LLC | 1,438 | $284.0K | 0.18% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 1,495 | $284.8K | 0.13% | 00.0% | Unchanged |
| Sloy Dahl & Holst, LLC | 1,499 | $285.5K | 0.06% | 00.0% | Unchanged |
| DAGCO, Inc. | 1,506 | $286.9K | 0.26% | +1,506 | New |
| Dynamic Wealth Strategies, LLC | 1,506 | $286.9K | 0.26% | +1,506 | New |
| Renaissance Group LLC | 1,508 | $287.0K | 0.01% | +1,508 | New |
| Five Oceans Advisors | 1,509 | $287.4K | 0.16% | −121−7.4% | Reduced |
| G2 Capital Management, LLC | 1,516 | $288.8K | 0.10% | +1,516 | New |
| McKinley Carter Wealth Services, Inc. | 1,516 | $288.8K | 0.02% | −1−0.1% | Reduced |
| Carr Financial Group Corp | 1,517 | $289.0K | 0.11% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,518 | $289.2K | 0.11% | −2−0.1% | Reduced |
| Concurrent Investment Advisors, LLC | 1,520 | $289.4K | 0.01% | +1,520 | New |