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 |
|---|---|---|---|---|---|
| Aspen Investment Management Inc | 1,522 | $290.0K | 0.16% | 00.0% | Unchanged |
| Farmers Trust Co | 1,523 | $290.1K | 0.06% | +66+4.5% | Added |
| Moreno Evelyn V | 1,525 | $290.5K | 0.14% | −33,498−95.6% | Reduced |
| Woodmont Investment Counsel LLC | 1,526 | $290.7K | 0.03% | −82−5.1% | Reduced |
| Simmons Bank | 1,531 | $291.6K | 0.02% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 1,532 | $291.8K | 0.04% | +48+3.2% | Added |
| Heritage Wealth Advisors | 1,540 | $293.4K | 0.01% | +1+0.1% | Added |
| Morningstar Investment Services LLC | 1,551 | $294.0K | 0.00% | +1,551 | New |
| PrairieView Partners, LLC | 1,550 | $295.0K | 0.04% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 1,555 | $296.3K | 0.05% | −13−0.8% | Reduced |
| NBT Bank N A | 1,557 | $296.6K | 0.02% | +1,557 | New |
| Burke & Herbert Bank & Trust Co | 1,562 | $297.5K | 0.21% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 1,563 | $297.7K | 0.34% | 00.0% | Unchanged |
| Thomasville National Bank | 1,563 | $297.7K | 0.03% | 00.0% | Unchanged |
| Randolph Co Inc | 1,565 | $298.1K | 0.04% | +10+0.6% | Added |
| Prime Capital Investment Advisors, LLC | 1,571 | $299.3K | 0.00% | +1,571 | New |
| Essex Savings Bank | 1,572 | $299.4K | 0.09% | −19−1.2% | Reduced |
| Simplex Trading, LLC | 1,579 | $300.0K | 0.01% | +1,579 | New |
| Somerville Kurt F | 1,575 | $300.0K | 0.06% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 1,580 | $301.0K | 0.04% | +1,580 | New |
| Patrick M Sweeney & Associates, Inc | 1,586 | $302.1K | 0.28% | +1,586 | New |
| Csenge Advisory Group | 1,602 | $305.1K | 0.02% | +48+3.1% | Added |
| Legacy Private Trust Co. | 1,603 | $305.4K | 0.02% | −110−6.4% | Reduced |
| Foundations Investment Advisors, LLC | 1,445 | $306.5K | 0.01% | +1,445 | New |
| GAMMA Investing LLC | 1,454 | $307.3K | 0.08% | +1,454 | New |
| Lakeview Capital Partners, LLC | 1,637 | $311.7K | 0.06% | +149+10.0% | Added |
| BLB&B Advisors, LLC | 1,646 | $313.5K | 0.02% | −199−10.8% | Reduced |
| Flagship Harbor Advisors, LLC | 1,646 | $313.6K | 0.02% | −74−4.3% | Reduced |
| Everpar Advisors LLC | 1,647 | $313.7K | 0.15% | +1,647 | New |
| Dechtman Wealth Management, LLC | 1,651 | $314.0K | 0.08% | +1,651 | New |
| PDS Planning, Inc | 1,649 | $314.1K | 0.04% | +369+28.8% | Added |
| Charter Trust Co | 1,666 | $317.4K | 0.02% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 1,680 | $320.0K | 0.07% | +286+20.5% | Added |
| Drive Wealth Management, LLC | 1,682 | $320.3K | 0.10% | +1,682 | New |
| Trueblood Wealth Management, LLC | 1,692 | $322.3K | 0.20% | +1,692 | New |
| WSFS Capital Management, LLC | 1,695 | $322.9K | 0.02% | −46−2.6% | Reduced |
| Neville Rodie & Shaw Inc | 1,700 | $324.0K | 0.03% | 00.0% | Unchanged |
| Wade G W & Inc | 1,705 | $325.0K | 0.01% | −1−0.1% | Reduced |
| Fiduciary Group LLC | 1,716 | $326.9K | 0.04% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 1,724 | $328.4K | 0.18% | 00.0% | Unchanged |
| BFSG, LLC | 1,739 | $331.3K | 0.05% | 00.0% | Unchanged |
| Humankind Investments LLC | 1,743 | $332.0K | 0.10% | −114−6.1% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 1,745 | $332.4K | 0.01% | +1,745 | New |
| Ronald Blue Trust, Inc. | 2,040 | $333.0K | 0.01% | −255−11.1% | Reduced |
| Wesbanco Bank Inc | 1,757 | $334.7K | 0.02% | −1,200−40.6% | Reduced |
| Adviser Investments LLC | 1,760 | $335.3K | 0.00% | +1,760 | New |
| Geller Advisors LLC | 1,764 | $336.0K | 0.03% | −948−35.0% | Reduced |
| Custom Index Systems, LLC | 1,768 | $336.8K | 0.21% | +1,768 | New |
| Sippican Capital Advisors | 1,772 | $337.5K | 0.26% | +1,772 | New |
| Evermay Wealth Management LLC | 1,772 | $337.5K | 0.06% | +2+0.1% | Added |
| CWA Asset Management Group, LLC | 1,778 | $338.7K | 0.02% | +137+8.3% | Added |
| Advisors Management Group Inc | 1,782 | $339.0K | 0.09% | −27−1.5% | Reduced |
| Rothschild Investment LLC | 1,781 | $339.3K | 0.03% | +1,781 | New |
| Schmidt P J Investment Management Inc | 1,605 | $339.3K | 0.07% | +61+4.0% | Added |
| Parkside Financial Bank & Trust | 1,784 | $339.8K | 0.06% | +165+10.2% | Added |
| Smith, Moore & Co. | 1,785 | $340.0K | 0.04% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 1,788 | $340.7K | 0.02% | +1+0.1% | Added |
| Mountain Pacific Investment Advisers Inc | 1,820 | $346.7K | 0.02% | −10−0.5% | Reduced |
| Insigneo Advisory Services, LLC | 1,826 | $347.8K | 0.05% | +103+6.0% | Added |
| Fisher Asset Management, LLC | 1,826 | $347.9K | 0.00% | −465−20.3% | Reduced |
| Cahaba Wealth Management, Inc. | 1,832 | $348.9K | 0.03% | −141−7.1% | Reduced |
| Edge Capital Group, LLC | 1,834 | $349.3K | 0.02% | −242−11.7% | Reduced |
| Fortis Group Advisors, LLC | 2,039 | $349.6K | 0.09% | 00.0% | Unchanged |
| Central Valley Advisors, LLC | 1,838 | $350.1K | 0.21% | +1,838 | New |
| Corton Capital Inc. | 1,851 | $352.6K | 0.11% | +1,851 | New |
| Mather Group, LLC. | 1,854 | $353.2K | 0.01% | +1,854 | New |
| Stockman Wealth Management, Inc. | 1,862 | $354.7K | 0.07% | −125−6.3% | Reduced |
| Wedmont Private Capital | 1,868 | $359.2K | 0.03% | +476+34.2% | Added |
| Investors Research Corp | 1,887 | $359.5K | 0.09% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 1,896 | $361.2K | 0.01% | +42+2.3% | Added |
| Mechanics Bank Trust Department | 1,900 | $361.9K | 0.06% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 1,898 | $362.0K | 0.01% | −1,708−47.4% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 1,901 | $362.1K | 0.10% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 1,901 | $362.1K | 0.06% | +23+1.2% | Added |
| Veracity Capital LLC | 1,905 | $362.8K | 0.15% | −48−2.5% | Reduced |
| Spinnaker Trust | 1,905 | $362.9K | 0.02% | 00.0% | Unchanged |
| Busey Wealth Management | 1,925 | $366.7K | 0.01% | −752−28.1% | Reduced |
| Valley Brook Capital Group | 1,927 | $367.1K | 0.32% | −200−9.4% | Reduced |
| Marco Investment Management LLC | 1,935 | $368.6K | 0.04% | 00.0% | Unchanged |
| Northeast Investment Management | 1,942 | $369.9K | 0.02% | −910−31.9% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,942 | $369.9K | 0.00% | +1,942 | New |
| Whalerock Point Partners, LLC | 1,952 | $371.8K | 0.12% | 00.0% | Unchanged |
| Girard Partners Ltd. | 1,952 | $371.9K | 0.04% | +181+10.2% | Added |
| Wintrust Investments LLC | 1,952 | $372.0K | 0.04% | +79+4.2% | Added |
| Defined Wealth Management, LLC | 1,961 | $373.6K | 0.29% | +1,961 | New |
| Alpha Cubed Investments, LLC | 1,966 | $374.5K | 0.02% | +32+1.7% | Added |
| Athena Investment Management | 1,966 | $374.5K | 0.24% | 00.0% | Unchanged |
| Golden State Equity Partners | 1,971 | $375.5K | 0.09% | +14+0.7% | Added |
| Robertson Stephens Wealth Management, LLC | 1,985 | $378.1K | 0.02% | +79+4.1% | Added |
| MONECO Advisors, LLC | 2,001 | $381.1K | 0.07% | −8−0.4% | Reduced |
| Mayfair Advisory Group, LLC | 1,994 | $381.7K | 0.33% | −234−10.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 2,009 | $382.7K | 0.04% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 2,014 | $383.6K | 0.08% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 2,015 | $383.8K | 0.23% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 2,022 | $385.2K | 0.01% | +124+6.5% | Added |
| Ledyard National Bank | 2,024 | $385.6K | 0.04% | −128−5.9% | Reduced |
| Clarius Group, LLC | 2,025 | $385.7K | 0.03% | +78+4.0% | Added |
| Howland Capital Management LLC | 2,026 | $385.9K | 0.02% | +430+26.9% | Added |
| Boston Trust Walden Corp | 2,028 | $386.3K | 0.00% | 00.0% | Unchanged |
| Diligent Investors, LLC | 2,056 | $391.6K | 0.11% | 00.0% | Unchanged |