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 |
|---|---|---|---|---|---|
| Caldwell Trust Co | 1,286 | $245.0K | 0.03% | −47−3.5% | Reduced |
| Live Oak Private Wealth LLC | 1,286 | $245.0K | 0.05% | 00.0% | Unchanged |
| Carlson Capital Management | 1,285 | $244.8K | 0.01% | −647−33.5% | Reduced |
| RMB Capital Management, LLC | 1,281 | $244.0K | 0.01% | −12−0.9% | Reduced |
| West Family Investments, Inc. | 1,278 | $243.4K | 0.08% | +1,278 | New |
| Global Retirement Partners, LLC | 1,235 | $243.0K | 0.01% | +385+45.3% | Added |
| Caldwell Sutter Capital, Inc. | 1,271 | $242.1K | 0.12% | −3−0.2% | Reduced |
| Inscription Capital, LLC | 1,268 | $241.6K | 0.07% | +7+0.6% | Added |
| Westpac Banking Corp | 1,268 | $241.5K | 0.02% | −4,808−79.1% | Reduced |
| Summit Trail Advisors, LLC | 1,251 | $238.2K | 0.01% | −86−6.4% | Reduced |
| Slocum, Gordon & Co LLP | 1,250 | $238.1K | 0.21% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 1,247 | $237.6K | 0.01% | +3+0.2% | Added |
| Legacy Trust | 1,243 | $236.8K | 0.06% | 00.0% | Unchanged |
| Santori & Peters | 1,236 | $235.5K | 0.11% | 00.0% | Unchanged |
| Old Port Advisors | 1,236 | $235.4K | 0.08% | −17−1.4% | Reduced |
| JJJ Advisors Inc. | 1,235 | $235.3K | 0.06% | −11−0.9% | Reduced |
| StoneX Group Inc. | 1,233 | $234.9K | 0.02% | +1,233 | New |
| Voya Financial Advisors, Inc. | 1,240 | $234.8K | 0.03% | −48−3.7% | Reduced |
| SFMG, LLC | 1,231 | $234.5K | 0.02% | −3−0.2% | Reduced |
| Liberty Capital Management, Inc. | 1,230 | $234.3K | 0.06% | 00.0% | Unchanged |
| SPC Financial, Inc. | 1,226 | $233.6K | 0.02% | +1,226 | New |
| PFG Advisors | 1,224 | $233.2K | 0.02% | +1,224 | New |
| Ariston Services Group | 1,220 | $232.4K | 0.23% | +1,220 | New |
| Schear Investment Advisers, LLC | 1,218 | $232.0K | 0.22% | −83−6.4% | Reduced |
| Laffer Tengler Investments | 1,217 | $231.8K | 0.06% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 1,215 | $231.4K | 0.06% | +1,215 | New |
| WR Wealth Planners, LLC | 1,211 | $230.7K | 0.09% | +1+0.1% | Added |
| West Coast Financial LLC | 1,209 | $230.3K | 0.03% | +1,209 | New |
| Sax Wealth Advisors, LLC | 1,208 | $230.2K | 0.04% | +1,208 | New |
| Anchor Investment Management, LLC | 1,203 | $229.2K | 0.03% | +28+2.4% | Added |
| Sentry Investment Management LLC | 1,200 | $229.0K | 0.10% | −129−9.7% | Reduced |
| Builder Investment Group Inc | 1,200 | $228.6K | 0.08% | +1,200 | New |
| Herold Advisors, Inc. | 1,200 | $228.6K | 0.06% | +1,200 | New |
| Childress Capital Advisors, LLC | 1,198 | $228.2K | 0.07% | +1,198 | New |
| Lake Street Financial LLC | 1,196 | $227.8K | 0.04% | −14−1.2% | Reduced |
| Wealth Architects, LLC | 1,194 | $227.4K | 0.03% | −31−2.5% | Reduced |
| IVC Wealth Advisors LLC | 1,190 | $226.7K | 0.14% | +1,190 | New |
| Sage Rhino Capital LLC | 1,186 | $225.9K | 0.06% | +1,186 | New |
| Apella Capital, LLC | 1,172 | $225.6K | 0.01% | +1,172 | New |
| Castle Rock Wealth Management, LLC | 1,170 | $225.5K | 0.07% | +1,170 | New |
| Onyx Bridge Wealth Group LLC | 1,183 | $225.3K | 0.05% | +1,183 | New |
| Marino, Stram & Associates LLC | 1,172 | $223.2K | 0.06% | +1,172 | New |
| Baxter Bros Inc | 1,171 | $223.1K | 0.03% | +1,171 | New |
| Wealthspan Partners, LLC | 1,163 | $221.5K | 0.16% | +1,163 | New |
| Cobblestone Capital Advisors LLC | 1,157 | $220.4K | 0.01% | −129−10.0% | Reduced |
| Quent Capital, LLC | 1,149 | $218.9K | 0.03% | +35+3.1% | Added |
| EagleClaw Capital Managment, LLC | 1,146 | $218.3K | 0.05% | +1,146 | New |
| Eagle Bay Advisors LLC | 1,138 | $216.8K | 0.14% | −395−25.8% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,136 | $216.4K | 0.02% | +1,136 | New |
| Capital Advisory Group Advisory Services, LLC | 1,122 | $213.7K | 0.11% | +1,122 | New |
| Basepoint Wealth LLC | 1,117 | $212.9K | 0.17% | −594−34.7% | Reduced |
| Empower Advisory Group, LLC | 1,113 | $212.0K | 0.00% | +1,113 | New |
| Farmers & Merchants Investments Inc | 1,108 | $211.1K | 0.01% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 1,104 | $210.3K | 0.02% | +1,104 | New |
| Ameritas Advisory Services, LLC | 1,058 | $209.9K | 0.01% | +1,058 | New |
| Blume Capital Management, Inc. | 1,100 | $209.5K | 0.06% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 1,100 | $209.5K | 0.15% | +1,100 | New |
| Wiley Bros.-Aintree Capital, LLC | 1,089 | $207.4K | 0.05% | +1,089 | New |
| Alpha DNA Investment Management LLC | 1,085 | $206.7K | 0.12% | +1,085 | New |
| Willner & Heller, LLC | 1,085 | $206.6K | 0.23% | +1,085 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,076 | $205.0K | 0.03% | +1,076 | New |
| Financial Engines Advisors L.L.C. | 1,072 | $204.2K | 0.00% | +1,072 | New |
| Centennial Bank | 1,066 | $203.1K | 0.12% | 00.0% | Unchanged |
| Key Financial Inc | 1,065 | $202.9K | 0.06% | 00.0% | Unchanged |
| Patten & Patten Inc | 1,062 | $202.4K | 0.02% | +1,062 | New |
| Pettee Investors, Inc. | 1,059 | $201.7K | 0.09% | +1,059 | New |
| Winning Points Advisors, LLC | 1,056 | $201.2K | 0.31% | +1,056 | New |
| CX Institutional | 1,024 | $195.1K | 0.01% | −296−22.4% | Reduced |
| Leonteq Securities AG | 1,022 | $194.7K | 0.03% | +997+3,988.0% | Added |
| Glen Eagle Advisors, LLC | 1,017 | $193.8K | 0.04% | −12−1.2% | Reduced |
| IFP Advisors, Inc | 1,002 | $190.8K | 0.01% | −298−22.9% | Reduced |
| Pin Oak Investment Advisors Inc | 997 | $190.0K | 0.19% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 971 | $185.0K | 0.02% | +4+0.4% | Added |
| Tortoise Investment Management, LLC | 964 | $183.6K | 0.02% | +1+0.1% | Added |
| Logan Capital Management Inc | 950 | $181.0K | 0.01% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 943 | $179.6K | 0.22% | +943 | New |
| Focused Wealth Management, Inc | 931 | $177.3K | 0.03% | +4+0.4% | Added |
| Washington Trust Co | 928 | $176.8K | 0.01% | +18+2.0% | Added |
| Harbour Investments, Inc. | 925 | $176.2K | 0.01% | +120+14.9% | Added |
| Valley National Advisers Inc | 929 | $176.0K | 0.03% | +377+68.3% | Added |
| Horizons Wealth Management | 896 | $170.7K | 0.11% | 00.0% | Unchanged |
| Pflug Koory, LLC | 883 | $168.2K | 0.09% | 00.0% | Unchanged |
| St Germain D J Co Inc | 876 | $166.9K | 0.01% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 876 | $166.9K | 0.10% | +876 | New |
| Salem Investment Counselors Inc | 869 | $165.5K | 0.01% | −22−2.5% | Reduced |
| Bangor Savings Bank | 848 | $161.5K | 0.02% | 00.0% | Unchanged |
| First Community Trust NA | 845 | $161.0K | 0.17% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 841 | $160.2K | 0.00% | −59−6.6% | Reduced |
| CNB Bank | 825 | $157.2K | 0.08% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 800 | $152.4K | 0.07% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 790 | $150.5K | 0.07% | −4−0.5% | Reduced |
| Farther Finance Advisors, LLC | 784 | $149.3K | 0.01% | +375+91.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 700 | $148.0K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 759 | $144.6K | 0.02% | −85−10.1% | Reduced |
| Citizens National Bank Trust Department | 750 | $142.9K | 0.04% | 00.0% | Unchanged |
| RFP Financial Group LLC | 1,000 | $142.4K | 0.06% | +805+412.8% | Added |
| Annapolis Financial Services, LLC | 743 | $141.5K | 0.04% | 00.0% | Unchanged |
| Field & Main Bank | 743 | $141.5K | 0.06% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 732 | $139.5K | 0.01% | +3+0.4% | Added |
| Adirondack Trust Co | 630 | $139.2K | 0.06% | −50−7.4% | Reduced |