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 |
|---|---|---|---|---|---|
| Glenview Trust Co | 4,289 | $817.0K | 0.02% | +38+0.9% | Added |
| Boston Private Wealth LLC | 4,293 | $817.8K | 0.02% | −64−1.5% | Reduced |
| Stock Yards Bank & Trust Co | 4,301 | $819.3K | 0.03% | −294−6.4% | Reduced |
| Somerset Group LLC | 4,303 | $819.7K | 0.69% | 00.0% | Unchanged |
| Searle & Co. | 4,304 | $819.9K | 0.22% | +1,631+61.0% | Added |
| Bridges Investment Management Inc | 4,315 | $822.0K | 0.03% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 4,315 | $822.0K | 0.03% | +7+0.2% | Added |
| Apollon Wealth Management, LLC | 4,321 | $823.2K | 0.03% | +976+29.2% | Added |
| Wealth Quarterback LLC | 4,333 | $825.4K | 0.50% | +49+1.1% | Added |
| Ci Investments Inc. | 4,383 | $835.0K | 0.00% | +697+18.9% | Added |
| Forum Financial Management, LP | 4,397 | $837.6K | 0.02% | −4−0.1% | Reduced |
| Elmwood Wealth Management, Inc. | 4,398 | $837.8K | 0.59% | −1,559−26.2% | Reduced |
| Symmetry Partners, LLC | 4,439 | $840.0K | 0.05% | −322−6.8% | Reduced |
| Madison Asset Management, LLC | 4,508 | $858.7K | 0.01% | −4,861−51.9% | Reduced |
| Valeo Financial Advisors, LLC | 4,526 | $862.1K | 0.03% | +1,002+28.4% | Added |
| Lederer & Associates Investment Counsel | 4,590 | $874.0K | 0.65% | −227−4.7% | Reduced |
| Nomura Holdings Inc | 4,590 | $874.3K | 0.01% | +4,590 | New |
| Investors Asset Management of Georgia Inc | 4,611 | $875.5K | 0.44% | +100+2.2% | Added |
| Johnson Investment Counsel Inc | 4,614 | $878.9K | 0.01% | +1,037+29.0% | Added |
| Hanson & Doremus Investment Management | 4,653 | $886.0K | 0.17% | −30−0.6% | Reduced |
| Quadrature Capital Ltd | 4,663 | $888.4K | 0.02% | +2,714+139.3% | Added |
| Nixon Peabody Trust Co | 4,701 | $895.5K | 0.10% | −3,802−44.7% | Reduced |
| Fiera Capital Corp | 4,701 | $895.5K | 0.00% | +2,875+157.4% | Added |
| DCM Advisors, LLC | 4,704 | $896.1K | 0.32% | −75−1.6% | Reduced |
| Concord Asset Management, LLC | 4,713 | $897.8K | 0.26% | +4,713 | New |
| PYA Waltman Capital, LLC | 4,720 | $899.1K | 0.37% | +282+6.4% | Added |
| J.W. Cole Advisors, Inc. | 4,720 | $899.1K | 0.05% | +4,720 | New |
| Concord Wealth Partners | 4,747 | $904.3K | 0.18% | +4,655+5,059.8% | Added |
| Brevan Howard Capital Management LP | 4,749 | $904.6K | 0.09% | +1,281+36.9% | Added |
| Zions Bancorporation, N.A. | 4,824 | $918.9K | 0.06% | +282+6.2% | Added |
| HBK Sorce Advisory LLC | 4,832 | $920.5K | 0.04% | +304+6.7% | Added |
| Guardian Capital Advisors LP | 4,823 | $927.5K | 0.10% | −710−12.8% | Reduced |
| Paradigm Asset Management Co LLC | 4,900 | $933.4K | 0.25% | −100−2.0% | Reduced |
| Alberta Investment Management Corp | 4,900 | $933.4K | 0.01% | 00.0% | Unchanged |
| First National Advisers, LLC | 4,906 | $934.2K | 0.27% | +2,024+70.2% | Added |
| Vestcor Inc | 4,946 | $942.0K | 0.03% | −66−1.3% | Reduced |
| Spire Wealth Management | 3,042 | $943.8K | 0.03% | +269+9.7% | Added |
| Trust Co of Toledo NA | 4,979 | $948.5K | 0.16% | +970+24.2% | Added |
| Blueshift Asset Management, LLC | 5,049 | $961.8K | 0.51% | −454−8.3% | Reduced |
| Central Trust Co | 5,067 | $965.2K | 0.03% | −122−2.4% | Reduced |
| Kestra Private Wealth Services, LLC | 5,082 | $968.1K | 0.02% | −209−4.0% | Reduced |
| Impax Asset Management Group plc | 5,095 | $970.5K | 0.00% | +618+13.8% | Added |
| Guyasuta Investment Advisors Inc | 5,112 | $973.8K | 0.07% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 5,159 | $982.7K | 0.03% | +1,282+33.1% | Added |
| TownSquare Capital, LLC | 5,209 | $992.2K | 0.02% | −9,415−64.4% | Reduced |
| Union Savings Bank | 5,219 | $994.1K | 0.56% | −284−5.2% | Reduced |
| Ascent Group, LLC | 4,651 | $998.5K | 0.09% | +267+6.1% | Added |
| Haverford Trust Co | 5,309 | $1.01M | 0.01% | +320+6.4% | Added |
| Aureus Asset Management, LLC | 5,330 | $1.02M | 0.07% | −600−10.1% | Reduced |
| Claro Advisors LLC | 5,335 | $1.02M | 0.22% | −31−0.6% | Reduced |
| Nicholas Hoffman & Company, LLC. | 5,371 | $1.02M | 0.06% | −344−6.0% | Reduced |
| Private Trust Co NA | 5,418 | $1.03M | 0.12% | +155+2.9% | Added |
| Tocqueville Asset Management L.P. | 5,450 | $1.04M | 0.02% | −540−9.0% | Reduced |
| Douglass Winthrop Advisors, LLC | 5,477 | $1.04M | 0.02% | −300−5.2% | Reduced |
| Colony Group, LLC | 5,487 | $1.04M | 0.01% | +5,487 | New |
| Fiduciary Trust Co | 5,504 | $1.05M | 0.02% | −296−5.1% | Reduced |
| Snowden Capital Advisors LLC | 5,574 | $1.06M | 0.04% | −266−4.6% | Reduced |
| Roundview Capital LLC | 5,649 | $1.08M | 0.10% | −107−1.9% | Reduced |
| Resources Investment Advisors, LLC. | 5,666 | $1.08M | 0.02% | +1,627+40.3% | Added |
| Flputnam Investment Management Co | 5,705 | $1.09M | 0.03% | −661−10.4% | Reduced |
| FJ Investments, LLC | 5,719 | $1.09M | 0.05% | +5,719 | New |
| Kingswood Wealth Advisors, LLC | 5,729 | $1.09M | 0.12% | +219+4.0% | Added |
| CAPROCK Group, Inc. | 5,752 | $1.10M | 0.07% | +1,251+27.8% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 5,787 | $1.10M | 0.10% | −3,901−40.3% | Reduced |
| Trust Co of Vermont | 5,799 | $1.10M | 0.07% | +1,802+45.1% | Added |
| Integrated Wealth Concepts LLC | 5,809 | $1.11M | 0.02% | −412−6.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 5,902 | $1.12M | 0.02% | +1,970+50.1% | Added |
| Silvercrest Asset Management Group LLC | 5,933 | $1.13M | 0.01% | −579−8.9% | Reduced |
| NJ State Employees Deferred Compensation Plan | 5,943 | $1.13M | 0.16% | −3,300−35.7% | Reduced |
| V-Square Quantitative Management LLC | 5,946 | $1.13M | 0.27% | +2,795+88.7% | Added |
| MB, Levis & Associates, LLC | 5,950 | $1.13M | 0.65% | +15+0.3% | Added |
| Institute for Wealth Management, LLC. | 6,080 | $1.16M | 0.19% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 6,105 | $1.16M | 0.12% | −55−0.9% | Reduced |
| BSW Wealth Partners | 6,176 | $1.18M | 0.23% | +211+3.5% | Added |
| RSM US Wealth Management LLC | 6,181 | $1.18M | 0.03% | +4,827+356.5% | Added |
| Bard Financial Services, Inc. | 6,185 | $1.18M | 0.13% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 6,189 | $1.18M | 0.09% | −3,000−32.6% | Reduced |
| Cubic Asset Management, LLC | 6,244 | $1.19M | 0.31% | 00.0% | Unchanged |
| Cetera Advisors LLC | 6,272 | $1.19M | 0.02% | −850−11.9% | Reduced |
| Quantinno Capital Management LP | 6,317 | $1.20M | 0.04% | +1,562+32.8% | Added |
| First Trust Investment Solutions L.P. | 6,352 | $1.21M | 0.25% | +6,352 | New |
| Federation des caisses Desjardins du Quebec | 6,376 | $1.21M | 0.01% | −79−1.2% | Reduced |
| Bailard, Inc. | 6,439 | $1.23M | 0.04% | +133+2.1% | Added |
| Credit Agricole S A | 6,462 | $1.23M | 0.03% | +4,308+200.0% | Added |
| Diversified Trust Co | 6,522 | $1.24M | 0.04% | +3,795+139.2% | Added |
| Resources Management Corp | 6,551 | $1.25M | 0.19% | −41−0.6% | Reduced |
| Vaughan David Investments LLC | 6,615 | $1.26M | 0.03% | −200−2.9% | Reduced |
| Northern Financial Advisors Inc | 6,624 | $1.26M | 1.06% | +692+11.7% | Added |
| Courier Capital LLC | 6,673 | $1.27M | 0.10% | 00.0% | Unchanged |
| Signaturefd, LLC | 6,706 | $1.28M | 0.03% | +323+5.1% | Added |
| Sumitomo Life Insurance Co | 6,772 | $1.29M | 0.04% | −327−4.6% | Reduced |
| Atlantic Union Bankshares Corp | 6,885 | $1.31M | 0.12% | −30−0.4% | Reduced |
| Eagle Capital Management LLC | 6,900 | $1.31M | 0.01% | 00.0% | Unchanged |
| Providence Wealth Advisors, LLC | 18,412 | $1.32M | 1.57% | +14,184+335.5% | Added |
| Ballast, Inc. | 6,932 | $1.32M | 0.46% | +151+2.2% | Added |
| Belpointe Asset Management LLC | 6,949 | $1.32M | 0.12% | +67+1.0% | Added |
| Gifford Fong Associates | 7,000 | $1.33M | 0.28% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 7,040 | $1.34M | 0.02% | −785−10.0% | Reduced |
| ProVise Management Group, LLC | 7,071 | $1.35M | 0.11% | −84−1.2% | Reduced |
| Avalon Trust Co | 7,075 | $1.35M | 0.12% | −635−8.2% | Reduced |