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
- 1,333
- +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
- 440 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 |
|---|---|---|---|---|---|
| Sageworth Trust Co of South Dakota | 2,930 | $558.1K | 1.05% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 2,930 | $558.2K | 0.38% | +151+5.4% | Added |
| Cidel Asset Management Inc | 2,935 | $559.1K | 0.02% | +2,935 | New |
| HighMark Wealth Management LLC | 2,935 | $559.1K | 0.41% | +15+0.5% | Added |
| Marcum Wealth, LLC | 2,944 | $560.8K | 0.06% | +86+3.0% | Added |
| Meeder Advisory Services, Inc. | 2,957 | $563.3K | 0.06% | +67+2.3% | Added |
| NBC Securities, Inc. | 2,966 | $564.0K | 0.06% | −109−3.5% | Reduced |
| Prio Wealth Limited Partnership | 2,971 | $565.9K | 0.02% | +124+4.4% | Added |
| Tobam | 2,983 | $568.0K | 0.05% | −95−3.1% | Reduced |
| Coastal Bridge Advisors, LLC | 3,002 | $571.8K | 0.15% | +5+0.2% | Added |
| Saxon Interests, Inc. | 3,004 | $572.2K | 0.29% | +3,004 | New |
| Aptus Capital Advisors, LLC | 3,006 | $572.6K | 0.02% | +122+4.2% | Added |
| Baker Tilly Wealth Management, LLC | 3,006 | $572.7K | 0.09% | −924−23.5% | Reduced |
| Weik Capital Management | 3,013 | $573.9K | 0.27% | 00.0% | Unchanged |
| Graypoint LLC | 3,021 | $575.6K | 0.05% | +616+25.6% | Added |
| Equitable Holdings, Inc. | 3,023 | $575.9K | 0.01% | −77−2.5% | Reduced |
| Modera Wealth Management, LLC | 3,055 | $582.0K | 0.01% | −26−0.8% | Reduced |
| Prospera Financial Services Inc | 3,072 | $585.2K | 0.02% | −489−13.7% | Reduced |
| Brave Asset Management Inc | 3,105 | $591.5K | 0.17% | +25+0.8% | Added |
| Kathmere Capital Management, LLC | 3,118 | $593.9K | 0.08% | +984+46.1% | Added |
| Joel Isaacson & Co., LLC | 3,130 | $596.2K | 0.04% | +104+3.4% | Added |
| JNBA Financial Advisors | 3,158 | $601.5K | 0.07% | 00.0% | Unchanged |
| United Community Bank | 3,161 | $602.1K | 0.25% | −26−0.8% | Reduced |
| Engineers Gate Manager LP | 3,164 | $602.7K | 0.02% | −75,759−96.0% | Reduced |
| Equitable Trust Co | 3,192 | $608.0K | 0.05% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 3,225 | $614.3K | 0.07% | +294+10.0% | Added |
| Wedbush Securities Inc | 3,233 | $616.0K | 0.03% | −141−4.2% | Reduced |
| Davis R M Inc | 3,237 | $616.6K | 0.01% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 3,252 | $619.5K | 0.05% | +156+5.0% | Added |
| Chesapeake Asset Management LLC | 3,260 | $621.0K | 0.55% | +199+6.5% | Added |
| Welch & Forbes LLC | 3,261 | $621.2K | 0.01% | 00.0% | Unchanged |
| Ar Asset Management Inc | 3,264 | $622.0K | 0.16% | 00.0% | Unchanged |
| Bank of Hawaii | 3,322 | $632.8K | 0.03% | −1,591−32.4% | Reduced |
| Bremer Bank National Association | 3,337 | $635.7K | 0.12% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 3,350 | $638.1K | 0.09% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 3,357 | $639.4K | 0.03% | +1,797+115.2% | Added |
| Pitcairn Co | 3,362 | $640.4K | 0.05% | −81−2.4% | Reduced |
| CIBC World Markets Inc. | 3,365 | $641.0K | 0.00% | +250+8.0% | Added |
| FinTrust Capital Advisors, LLC | 3,366 | $641.3K | 0.13% | +201+6.4% | Added |
| AdvisorNet Financial, Inc | 3,369 | $641.8K | 0.06% | +30+0.9% | Added |
| Penserra Capital Management LLC | 3,387 | $643.0K | 0.01% | −340−9.1% | Reduced |
| Camden National Bank | 3,376 | $643.1K | 0.12% | −5−0.1% | Reduced |
| Wilson & Boucher Capital Management, LLC | 3,388 | $645.4K | 0.54% | 00.0% | Unchanged |
| Vident Advisory, LLC | 3,392 | $646.1K | 0.02% | −4−0.1% | Reduced |
| LVM Capital Management Ltd | 3,414 | $650.0K | 0.08% | +158+4.9% | Added |
| Villere St Denis J & Co LLC | 3,433 | $654.0K | 0.05% | 00.0% | Unchanged |
| Strategic Advisors LLC | 3,456 | $658.4K | 0.12% | +17+0.5% | Added |
| Pinnacle Bancorp, Inc. | 3,520 | $670.5K | 0.22% | 00.0% | Unchanged |
| Smithfield Trust Co | 3,532 | $672.0K | 0.04% | +196+5.9% | Added |
| Boyd Watterson Asset Management LLC | 3,538 | $674.0K | 0.27% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 3,539 | $674.2K | 0.02% | +75+2.2% | Added |
| Exchange Traded Concepts, LLC | 3,552 | $676.6K | 0.02% | 00.0% | Unchanged |
| Park National Corp | 3,554 | $677.0K | 0.03% | +550+18.3% | Added |
| Wealthspire Advisors, LLC | 3,556 | $677.4K | 0.01% | +135+3.9% | Added |
| Money Concepts Capital Corp | 3,563 | $678.7K | 0.06% | −83−2.3% | Reduced |
| Burns J W & Co Inc | 3,572 | $680.4K | 0.10% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 3,598 | $685.4K | 0.18% | −56−1.5% | Reduced |
| Wolverine Trading, LLC | 3,604 | $686.5K | 0.01% | +614+20.5% | Added |
| Sigma Planning Corp | 3,659 | $697.1K | 0.05% | −7,051−65.8% | Reduced |
| Lindbrook Capital, LLC | 3,700 | $704.8K | 0.07% | +80+2.2% | Added |
| Bank of Stockton | 3,332 | $705.3K | 0.23% | −2,715−44.9% | Reduced |
| Toroso Investments, LLC | 3,730 | $710.5K | 0.02% | −12,757−77.4% | Reduced |
| Copperwynd Financial, LLC | 3,731 | $710.8K | 0.28% | +65+1.8% | Added |
| Kanawha Capital Management LLC | 3,737 | $711.9K | 0.07% | 00.0% | Unchanged |
| MWA Asset Management | 3,739 | $712.3K | 0.59% | +2+0.1% | Added |
| High Note Wealth, LLC | 3,754 | $715.1K | 0.27% | 00.0% | Unchanged |
| DoubleLine ETF Adviser LP | 3,773 | $718.7K | 0.21% | +246+7.0% | Added |
| Mitchell & Pahl Private Wealth, LLC | 3,776 | $719.3K | 0.41% | −16−0.4% | Reduced |
| Quantbot Technologies LP | 3,776 | $719.3K | 0.04% | +3,776 | New |
| Van Hulzen Asset Management, LLC | 3,793 | $723.0K | 0.05% | 00.0% | Unchanged |
| GTS Securities LLC | 3,821 | $727.9K | 0.02% | +3,821 | New |
| Tradition Wealth Management, LLC | 3,834 | $730.0K | 0.08% | +105+2.8% | Added |
| Balentine LLC | 3,845 | $732.4K | 0.02% | −296−7.1% | Reduced |
| Harbor Capital Advisors, Inc. | 3,860 | $735.3K | 0.14% | +25+0.7% | Added |
| Davenport & Co LLC | 3,875 | $738.1K | 0.01% | +24+0.6% | Added |
| Stratos Wealth Partners, LTD. | 3,877 | $738.6K | 0.01% | +3,877 | New |
| Mount Yale Investment Advisors, LLC | 3,920 | $746.8K | 0.07% | −27−0.7% | Reduced |
| Prostatis Group LLC | 3,920 | $746.8K | 0.31% | +7+0.2% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,939 | $750.0K | 0.08% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 3,947 | $751.9K | 0.21% | −67−1.7% | Reduced |
| West Paces Advisors Inc. | 3,951 | $752.6K | 0.21% | +125+3.3% | Added |
| Allworth Financial LP | 3,955 | $753.4K | 0.01% | −144−3.5% | Reduced |
| Beaumont Financial Advisors, LLC | 3,958 | $754.0K | 0.07% | +25+0.6% | Added |
| Wealthsource Partners, LLC | 3,963 | $754.9K | 0.05% | −115−2.8% | Reduced |
| Abner Herrman & Brock LLC | 3,982 | $759.0K | 0.11% | −800−16.7% | Reduced |
| Merit Financial Group, LLC | 3,998 | $761.6K | 0.02% | −463−10.4% | Reduced |
| Sterneck Capital Management, LLC | 4,000 | $762.0K | 0.49% | 00.0% | Unchanged |
| DFPG Investments, LLC | 4,003 | $765.8K | 0.06% | −197−4.7% | Reduced |
| Steel Peak Wealth Management LLC | 4,040 | $769.6K | 0.05% | −4,094−50.3% | Reduced |
| Quadrant Capital Group LLC | 4,040 | $769.6K | 0.07% | +256+6.8% | Added |
| Buckingham Strategic Wealth, LLC | 4,054 | $772.3K | 0.01% | −287−6.6% | Reduced |
| Forza Wealth Management, LLC | 4,072 | $775.7K | 0.43% | −35−0.9% | Reduced |
| JB Capital LLC | 4,098 | $780.7K | 0.06% | −16−0.4% | Reduced |
| Berkeley Capital Partners, LLC | 4,151 | $790.7K | 0.26% | +4,151 | New |
| Tokio Marine Asset Management Co Ltd | 4,165 | $793.4K | 0.04% | +279+7.2% | Added |
| Mission Wealth Management, LP | 4,222 | $804.3K | 0.03% | −85−2.0% | Reduced |
| Ballentine Partners, LLC | 4,223 | $804.4K | 0.02% | +432+11.4% | Added |
| SlateStone Wealth, LLC | 4,243 | $808.0K | 0.10% | −58−1.3% | Reduced |
| Vectors Research Management, LLC | 4,225 | $809.0K | 0.23% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 4,274 | $814.2K | 0.02% | +1,422+49.9% | Added |