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; 1,868 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 | 1,868 | $61.0B |
| Q1 2026 | 1,804 | $52.1B |
| Q4 2025 | 1,779 | $53.8B |
| Q3 2025 | 1,680 | $51.9B |
| Q2 2025 | 1,638 | $50.7B |
| Q1 2025 | 1,644 | $49.8B |
| Q4 2024 | 1,589 | $45.6B |
| Q3 2024 | 1,470 | $44.0B |
| Q2 2024 | 1,414 | $38.8B |
| Q1 2024 | 1,451 | $43.6B |
| Q4 2023 | 1,333 | $36.0B |
| Q3 2023 | 1,259 | $30.5B |
| Q2 2023 | 1,287 | $32.5B |
| Q1 2023 | 1,269 | $32.3B |
| Q4 2022 | 1,303 | $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 |
|---|---|---|---|---|---|
| Drive Wealth Management, LLC | 1,682 | $320.3K | 0.10% | +1,682 | New |
| Vise Technologies, Inc. | 1,680 | $320.0K | 0.07% | +286+20.5% | Added |
| Charter Trust Co | 1,666 | $317.4K | 0.02% | 00.0% | Unchanged |
| PDS Planning, Inc | 1,649 | $314.1K | 0.04% | +369+28.8% | Added |
| Dechtman Wealth Management, LLC | 1,651 | $314.0K | 0.08% | +1,651 | New |
| Everpar Advisors LLC | 1,647 | $313.7K | 0.15% | +1,647 | New |
| Flagship Harbor Advisors, LLC | 1,646 | $313.6K | 0.02% | −74−4.3% | Reduced |
| BLB&B Advisors, LLC | 1,646 | $313.5K | 0.02% | −199−10.8% | Reduced |
| Lakeview Capital Partners, LLC | 1,637 | $311.7K | 0.06% | +149+10.0% | Added |
| GAMMA Investing LLC | 1,454 | $307.3K | 0.08% | +1,454 | New |
| Foundations Investment Advisors, LLC | 1,445 | $306.5K | 0.01% | +1,445 | New |
| Legacy Private Trust Co. | 1,603 | $305.4K | 0.02% | −110−6.4% | Reduced |
| Csenge Advisory Group | 1,602 | $305.1K | 0.02% | +48+3.1% | Added |
| Patrick M Sweeney & Associates, Inc | 1,586 | $302.1K | 0.28% | +1,586 | New |
| Atomi Financial Group, Inc. | 1,580 | $301.0K | 0.04% | +1,580 | New |
| Somerville Kurt F | 1,575 | $300.0K | 0.06% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,579 | $300.0K | 0.01% | +1,579 | New |
| Essex Savings Bank | 1,572 | $299.4K | 0.09% | −19−1.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 1,571 | $299.3K | 0.00% | +1,571 | New |
| Randolph Co Inc | 1,565 | $298.1K | 0.04% | +10+0.6% | Added |
| 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 |
| Burke & Herbert Bank & Trust Co | 1,562 | $297.5K | 0.21% | 00.0% | Unchanged |
| NBT Bank N A | 1,557 | $296.6K | 0.02% | +1,557 | New |
| TrinityPoint Wealth, LLC | 1,555 | $296.3K | 0.05% | −13−0.8% | Reduced |
| PrairieView Partners, LLC | 1,550 | $295.0K | 0.04% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 1,551 | $294.0K | 0.00% | +1,551 | New |
| Heritage Wealth Advisors | 1,540 | $293.4K | 0.01% | +1+0.1% | Added |
| Proficio Capital Partners LLC | 1,532 | $291.8K | 0.04% | +48+3.2% | Added |
| Simmons Bank | 1,531 | $291.6K | 0.02% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 1,526 | $290.7K | 0.03% | −82−5.1% | Reduced |
| Moreno Evelyn V | 1,525 | $290.5K | 0.14% | −33,498−95.6% | Reduced |
| Farmers Trust Co | 1,523 | $290.1K | 0.06% | +66+4.5% | Added |
| Aspen Investment Management Inc | 1,522 | $290.0K | 0.16% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 1,520 | $289.4K | 0.01% | +1,520 | New |
| Wellington Shields & Co., LLC | 1,518 | $289.2K | 0.11% | −2−0.1% | Reduced |
| Carr Financial Group Corp | 1,517 | $289.0K | 0.11% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 1,516 | $288.8K | 0.02% | −1−0.1% | Reduced |
| G2 Capital Management, LLC | 1,516 | $288.8K | 0.10% | +1,516 | New |
| Five Oceans Advisors | 1,509 | $287.4K | 0.16% | −121−7.4% | Reduced |
| Renaissance Group LLC | 1,508 | $287.0K | 0.01% | +1,508 | New |
| DAGCO, Inc. | 1,506 | $286.9K | 0.26% | +1,506 | New |
| Dynamic Wealth Strategies, LLC | 1,506 | $286.9K | 0.26% | +1,506 | New |
| Sloy Dahl & Holst, LLC | 1,499 | $285.5K | 0.06% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 1,495 | $284.8K | 0.13% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 1,438 | $284.0K | 0.18% | 00.0% | Unchanged |
| Windsor Capital Management, LLC | 1,488 | $283.5K | 0.09% | +2+0.1% | Added |
| Congress Wealth Management LLC | 1,482 | $282.3K | 0.01% | +207+16.2% | Added |
| MKT Advisors LLC | 1,459 | $281.7K | 0.19% | −500−25.5% | Reduced |
| Intrua Financial, LLC | 1,462 | $278.5K | 0.04% | −200−12.0% | Reduced |
| 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 |
| JFS Wealth Advisors, LLC | 1,459 | $278.0K | 0.02% | +106+7.8% | Added |
| Premier Path Wealth Partners, LLC | 1,458 | $277.7K | 0.06% | +1,458 | New |
| Mitchell Sinkler & Starr | 1,456 | $277.4K | 0.05% | +1,456 | New |
| Avantax Planning Partners, Inc. | 1,455 | $277.1K | 0.01% | +11+0.8% | Added |
| Shelton Capital Management | 1,451 | $276.4K | 0.01% | −72−4.7% | Reduced |
| 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 |
| Advisors Capital Management, LLC | 1,444 | $275.0K | 0.01% | +1,444 | New |
| Manchester Capital Management LLC | 1,440 | $274.3K | 0.04% | +33+2.3% | Added |
| Colonial Trust Co | 1,438 | $273.9K | 0.06% | −26−1.8% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 1,434 | $273.3K | 0.07% | −153−9.6% | Reduced |
| Sandy Spring Bank | 1,434 | $273.2K | 0.01% | −47−3.2% | Reduced |
| One + One Wealth Management, LLC | 1,910 | $272.0K | 0.17% | +1,910 | New |
| Cornell Pochily Investment Advisors, Inc. | 1,413 | $269.2K | 0.11% | +1,413 | New |
| Peachtree Investment Partners, LLC | 1,412 | $269.0K | 0.11% | +2+0.1% | Added |
| Moneta Group Investment Advisors LLC | 1,407 | $268.0K | 0.01% | +178+14.5% | Added |
| Oakworth Capital, Inc. | 1,407 | $268.0K | 0.02% | +456+47.9% | Added |
| Brookstone Capital Management | 1,403 | $267.3K | 0.01% | −58−4.0% | Reduced |
| New Hampshire Trust | 1,400 | $266.7K | 0.06% | −5−0.4% | Reduced |
| Advisor OS, LLC | 1,394 | $265.6K | 0.03% | +103+8.0% | Added |
| Cornerstone Wealth Management, LLC | 1,394 | $265.5K | 0.02% | +1,394 | New |
| Dearborn Partners LLC | 1,387 | $264.2K | 0.01% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 1,387 | $264.1K | 0.01% | +88+6.8% | Added |
| Rehmann Capital Advisory Group | 1,379 | $262.9K | 0.02% | −33−2.3% | Reduced |
| Chicago Partners Investment Group LLC | 1,241 | $261.9K | 0.01% | +1,241 | New |
| First Nebraska Trust Co | 1,370 | $261.0K | 0.03% | 00.0% | Unchanged |
| Henrickson Nauta Wealth Advisors, Inc. | 1,370 | $261.0K | 0.13% | 00.0% | Unchanged |
| Wealth Effects LLC | 1,370 | $260.9K | 0.10% | +1+0.1% | Added |
| Calamos Wealth Management LLC | 1,355 | $258.1K | 0.02% | −223−14.1% | Reduced |
| Principal Securities, Inc. | 1,354 | $257.9K | 0.01% | +1,354 | New |
| Great Waters Wealth Management | 1,343 | $257.0K | 0.05% | +3+0.2% | Added |
| Penn Davis McFarland Inc | 1,344 | $256.0K | 0.04% | +1,344 | New |
| Aspiriant, LLC | 1,344 | $256.0K | 0.01% | +1,344 | New |
| Soundmark Wealth Management, LLC | 1,340 | $255.3K | 0.13% | 00.0% | Unchanged |
| D L Carlson Investment Group Inc | 1,160 | $254.1K | 0.05% | −129−10.0% | Reduced |
| Cape Ann Savings Bank | 1,200 | $253.6K | 0.17% | +1,200 | New |
| Monument Capital Management | 1,330 | $253.4K | 0.08% | +1,330 | New |
| Monte Financial Group, LLC | 1,329 | $253.2K | 0.12% | −22,922−94.5% | Reduced |
| Capital Investment Advisors, LLC | 1,329 | $253.1K | 0.01% | +1,329 | New |
| Trust Point Inc. | 1,325 | $252.4K | 0.02% | +1,325 | New |
| Naples Money Management LLC | 1,323 | $252.0K | 0.24% | +1,323 | New |
| Altfest L J & Co Inc | 1,321 | $252.0K | 0.04% | −261−16.5% | Reduced |
| Earnest Partners LLC | 1,320 | $251.4K | 0.00% | −10−0.8% | Reduced |
| Van Strum & Towne Inc. | 1,304 | $248.4K | 0.10% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,302 | $248.0K | 0.02% | +6+0.5% | Added |
| Formidable Asset Management, LLC | 1,299 | $247.4K | 0.05% | −36−2.7% | Reduced |
| Eagle Ridge Investment Management | 1,291 | $245.9K | 0.02% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1,287 | $245.2K | 0.12% | +1,287 | New |