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 |
|---|---|---|---|---|---|
| Keystone Financial Group | 2,062 | $392.8K | 0.07% | 00.0% | Unchanged |
| ForthRight Wealth Management, LLC | 2,062 | $392.8K | 0.15% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,064 | $393.2K | 0.04% | +674+48.5% | Added |
| Ridgecrest Wealth Partners, LLC | 2,065 | $393.4K | 0.26% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 2,065 | $393.4K | 0.34% | +160+8.4% | Added |
| Oberweis Asset Management Inc | 2,066 | $393.6K | 0.04% | −128−5.8% | Reduced |
| UniSuper Management Pty Ltd | 2,067 | $393.7K | 0.00% | +367+21.6% | Added |
| Glassman Wealth Services | 2,085 | $397.3K | 0.06% | +37+1.8% | Added |
| Great Valley Advisor Group, Inc. | 2,089 | $398.0K | 0.01% | +74+3.7% | Added |
| Schechter Investment Advisors, LLC | 2,106 | $401.1K | 0.03% | −89−4.1% | Reduced |
| Van Eck Associates Corp | 2,141 | $408.0K | 0.00% | −806−27.3% | Reduced |
| Seamount Financial Group Inc | 2,154 | $410.3K | 0.39% | +2,154 | New |
| First Affirmative Financial Network | 2,173 | $414.0K | 0.33% | +69+3.3% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 2,178 | $414.9K | 0.01% | −3−0.1% | Reduced |
| Guardian Wealth Advisors, LLC | 2,197 | $418.5K | 0.06% | +167+8.2% | Added |
| South State Corp. | 2,202 | $419.5K | 0.04% | +403+22.4% | Added |
| Green Square Capital Advisors LLC | 2,217 | $422.3K | 0.06% | −2−0.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 2,222 | $423.3K | 0.01% | −385−14.8% | Reduced |
| Sherbrooke Park Advisers LLC | 2,233 | $425.4K | 0.20% | −2,399−51.8% | Reduced |
| Evernest Financial Advisors, LLC | 2,255 | $429.6K | 0.22% | +2,255 | New |
| Lake Street Advisors Group, LLC | 2,262 | $430.9K | 0.02% | +2,262 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,291 | $436.4K | 0.09% | −10−0.4% | Reduced |
| Leavell Investment Management, Inc. | 2,296 | $437.0K | 0.03% | 00.0% | Unchanged |
| WFA Asset Management Corp | 2,295 | $437.2K | 0.24% | +14+0.6% | Added |
| InterOcean Capital Group, LLC | 2,295 | $437.2K | 0.01% | +157+7.3% | Added |
| Moody Lynn & Lieberson, LLC | 2,297 | $437.6K | 0.03% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 2,301 | $438.2K | 0.07% | −54−2.3% | Reduced |
| City State Bank | 2,316 | $441.0K | 0.22% | 00.0% | Unchanged |
| Appleton Partners Inc | 2,314 | $441.0K | 0.04% | +181+8.5% | Added |
| TCI Wealth Advisors, Inc. | 2,324 | $442.7K | 0.05% | −20−0.9% | Reduced |
| Gryphon Financial Partners LLC | 2,381 | $444.0K | 0.08% | +623+35.4% | Added |
| Scissortail Wealth Management, LLC | 2,113 | $446.1K | 0.14% | +2,113 | New |
| First National Corp | 2,357 | $449.0K | 0.11% | 00.0% | Unchanged |
| Assetmark, Inc | 2,398 | $456.8K | 0.00% | +28+1.2% | Added |
| Harbour Capital Advisors, LLC | 2,390 | $457.2K | 0.13% | 00.0% | Unchanged |
| Pzena Investment Management LLC | 2,406 | $458.3K | 0.00% | +59+2.5% | Added |
| Salvus Wealth Management, LLC | 2,414 | $459.8K | 0.33% | −25−1.0% | Reduced |
| Alhambra Investment Partners LLC | 2,420 | $461.0K | 0.27% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 2,420 | $461.1K | 0.02% | +53+2.2% | Added |
| Level Four Advisory Services, LLC | 2,433 | $463.5K | 0.03% | +2,433 | New |
| Daymark Wealth Partners, LLC | 106,883 | $463.7K | 0.03% | 00.0% | Unchanged |
| Cigna Investments Inc | 2,435 | $464.0K | 0.10% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 2,389 | $467.2K | 0.17% | −5,093−68.1% | Reduced |
| Qtron Investments LLC | 2,473 | $471.1K | 0.08% | −1,297−34.4% | Reduced |
| Beacon Investment Advisors LLC | 2,478 | $472.1K | 0.30% | +10.0% | Added |
| Dana Investment Advisors, Inc. | 2,482 | $472.8K | 0.02% | +67+2.8% | Added |
| Jeppson Wealth Management, LLC | 2,490 | $474.3K | 0.20% | 00.0% | Unchanged |
| Opus Capital Group, LLC | 2,492 | $475.0K | 0.08% | −9−0.4% | Reduced |
| Plimoth Trust Co LLC | 2,496 | $475.5K | 0.14% | −190−7.1% | Reduced |
| Northcape Wealth Management, LLC | 2,500 | $476.2K | 0.17% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 2,509 | $477.9K | 0.05% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 2,519 | $479.9K | 0.17% | +50+2.0% | Added |
| First National Bank Sioux Falls | 2,533 | $482.5K | 0.25% | −10−0.4% | Reduced |
| Ameritas Investment Partners, Inc. | 2,538 | $483.5K | 0.02% | −331−11.5% | Reduced |
| SeaCrest Wealth Management, LLC | 2,506 | $483.8K | 0.06% | +31+1.3% | Added |
| HTLF Bank | 2,543 | $484.4K | 0.06% | +2,543 | New |
| Geneos Wealth Management Inc. | 2,545 | $484.8K | 0.02% | +18+0.7% | Added |
| IHT Wealth Management, LLC | 2,556 | $487.0K | 0.02% | −114−4.3% | Reduced |
| EP Wealth Advisors, LLC | 2,563 | $488.3K | 0.01% | +2,563 | New |
| Orrstown Financial Services Inc | 2,564 | $488.4K | 0.39% | +2,564 | New |
| Desjardins Global Asset Management Inc. | 2,573 | $490.1K | 0.05% | −5,264−67.2% | Reduced |
| Franklin Street Advisors Inc | 2,593 | $494.0K | 0.04% | 00.0% | Unchanged |
| Invesco, LLC | 2,608 | $496.8K | 0.23% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 2,607 | $497.0K | 0.04% | −46−1.7% | Reduced |
| Sky Investment Group LLC | 2,615 | $498.1K | 0.11% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 2,621 | $499.3K | 0.05% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 2,621 | $499.4K | 0.12% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 2,627 | $500.3K | 0.04% | +179+7.3% | Added |
| National Asset Management, Inc. | 2,652 | $505.2K | 0.01% | −7,043−72.6% | Reduced |
| LVW Advisors, LLC | 2,652 | $505.2K | 0.09% | +1,151+76.7% | Added |
| Foundation Resource Management Inc | 2,665 | $507.7K | 0.08% | −100−3.6% | Reduced |
| Great Diamond Partners, LLC | 2,672 | $509.0K | 0.13% | −50−1.8% | Reduced |
| Rinkey Investments | 2,675 | $509.6K | 0.20% | +2,675 | New |
| SageView Advisory Group, LLC | 2,391 | $510.6K | 0.02% | +2,391 | New |
| Trust Asset Management LLC | 2,684 | $511.3K | 0.05% | 00.0% | Unchanged |
| Brighton Jones LLC | 2,685 | $511.5K | 0.02% | −25−0.9% | Reduced |
| Cambridge Trust Co | 2,689 | $512.2K | 0.02% | −256−8.7% | Reduced |
| TCG Advisory Services, LLC | 2,690 | $512.4K | 0.04% | +1,243+85.9% | Added |
| AMG National Trust Bank | 2,721 | $518.3K | 0.02% | −267−8.9% | Reduced |
| Wealth Alliance | 2,721 | $518.4K | 0.07% | +212+8.4% | Added |
| SkyOak Wealth, LLC | 2,727 | $519.5K | 0.14% | −93−3.3% | Reduced |
| LMCG Investments, LLC | 2,735 | $521.0K | 0.03% | 00.0% | Unchanged |
| Associated Banc-Corp | 2,736 | $521.2K | 0.02% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 2,747 | $523.3K | 0.06% | +460+20.1% | Added |
| Syon Capital LLC | 2,750 | $523.8K | 0.05% | +121+4.6% | Added |
| Stiles Financial Services Inc | 2,762 | $526.0K | 0.24% | +10+0.4% | Added |
| Bank of New Hampshire | 2,769 | $527.5K | 0.15% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 2,785 | $530.5K | 0.25% | +98+3.6% | Added |
| Cozad Asset Management Inc | 2,790 | $531.5K | 0.06% | −32−1.1% | Reduced |
| Baystate Wealth Management LLC | 2,800 | $533.4K | 0.04% | +2,266+424.3% | Added |
| WMS Partners, LLC | 2,802 | $533.8K | 0.04% | +27+1.0% | Added |
| Baldwin Brothers Inc | 2,816 | $536.4K | 0.04% | −198−6.6% | Reduced |
| SRB Corp | 2,828 | $538.7K | 0.03% | −92−3.2% | Reduced |
| Destination Wealth Management | 2,832 | $539.4K | 0.02% | +150+5.6% | Added |
| Karpas Strategies, LLC | 2,840 | $541.0K | 0.18% | 00.0% | Unchanged |
| Aries Wealth Management | 2,858 | $544.4K | 0.19% | −7−0.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,872 | $547.1K | 0.04% | +303+11.8% | Added |
| Clearstead Advisors, LLC | 2,878 | $548.2K | 0.03% | +91+3.3% | Added |
| Mendel Money Management | 2,890 | $550.5K | 0.26% | −25−0.9% | Reduced |
| Waldron Private Wealth LLC | 2,899 | $552.2K | 0.03% | −31−1.1% | Reduced |