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 |
|---|---|---|---|---|---|
| Greenwood Gearhart Inc | 701 | $133.5K | 0.01% | +701 | New |
| Alta Advisers Ltd | 700 | $133.3K | 0.07% | 00.0% | Unchanged |
| Walleye Capital LLC | 668 | $127.2K | 0.00% | −38,795−98.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 662 | $126.2K | 0.01% | +94+16.5% | Added |
| Carmichael Hill & Associates, Inc. | 655 | $124.8K | 0.06% | +472+257.9% | Added |
| Clean Yield Group | 650 | $123.8K | 0.05% | 00.0% | Unchanged |
| Monetary Management Group Inc | 650 | $123.8K | 0.04% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 643 | $122.5K | 0.03% | +480+294.5% | Added |
| ORG Partners LLC | 637 | $121.3K | 0.02% | +294+85.7% | Added |
| Arlington Partners LLC | 632 | $120.4K | 0.03% | +469+287.7% | Added |
| Estabrook Capital Management | 628 | $119.6K | 0.02% | −270−30.1% | Reduced |
| Dougherty Wealth Advisers LLC | 628 | $119.6K | 0.11% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 613 | $116.7K | 0.05% | +2+0.3% | Added |
| Deseret Mutual Benefit Administrators | 599 | $114.1K | 0.07% | −177−22.8% | Reduced |
| Bray Capital Advisors | 596 | $113.5K | 0.03% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 583 | $111.0K | 0.01% | +583 | New |
| GPS Wealth Strategies Group, LLC | 575 | $109.6K | 0.02% | −35−5.7% | Reduced |
| Atwood & Palmer Inc | 573 | $109.2K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 571 | $108.8K | 0.02% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 565 | $107.0K | 0.00% | +565 | New |
| Financial Freedom, LLC | 541 | $103.0K | 0.07% | −113−17.3% | Reduced |
| Tompkins Financial Corp | 540 | $102.9K | 0.01% | −162−23.1% | Reduced |
| CGC Financial Services, LLC | 536 | $102.1K | 0.05% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 526 | $100.2K | 0.06% | −8−1.5% | Reduced |
| Rocky Mountain Advisers, LLC | 515 | $98.1K | 0.03% | −500−49.3% | Reduced |
| EverSource Wealth Advisors, LLC | 515 | $98.1K | 0.01% | +6+1.2% | Added |
| Massmutual Trust Co FSB | 511 | $97.3K | 0.00% | +259+102.8% | Added |
| O'Dell Group, LLC | 508 | $96.8K | 0.03% | +508 | New |
| Indiana Trust & Investment Management CO | 507 | $96.6K | 0.04% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 500 | $95.2K | 0.05% | 00.0% | Unchanged |
| State of Wyoming | 499 | $95.1K | 0.02% | +139+38.6% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 499 | $95.1K | 0.19% | +499 | New |
| First Foundation Advisors | 499 | $95.0K | 0.00% | −772−60.7% | Reduced |
| Sound Income Strategies, LLC | 478 | $91.0K | 0.01% | +427+837.3% | Added |
| Bruce G. Allen Investments, LLC | 475 | $90.5K | 0.08% | +475 | New |
| TCTC Holdings, LLC | 469 | $89.3K | 0.00% | +139+42.1% | Added |
| AJOVista, LLC | 463 | $88.2K | 0.11% | +463 | New |
| Prestige Wealth Management Group LLC | 435 | $82.9K | 0.02% | +88+25.4% | Added |
| American National Bank | 420 | $80.0K | 0.01% | +24+6.1% | Added |
| Old Point Trust & Financial Services N A | 420 | $80.0K | 0.03% | +420 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 407 | $77.5K | 0.01% | +118+40.8% | Added |
| Harbor Investment Advisory, LLC | 398 | $75.8K | 0.01% | 00.0% | Unchanged |
| Vestor Capital, LLC | 393 | $75.0K | 0.01% | +65+19.8% | Added |
| CVA Family Office, LLC | 393 | $74.9K | 0.01% | +393 | New |
| Global Trust Asset Management, LLC | 384 | $73.1K | 0.03% | +1+0.3% | Added |
| First Financial Corp | 381 | $72.6K | 0.04% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 372 | $70.9K | 0.02% | 00.0% | Unchanged |
| First United Bank Trust | 364 | $69.3K | 0.03% | +364 | New |
| Sunbelt Securities, Inc. | 362 | $68.9K | 0.01% | +1+0.3% | Added |
| Financial Perspectives, Inc | 344 | $65.6K | 0.03% | 00.0% | Unchanged |
| Rogco, LP | 343 | $65.3K | 0.03% | −22−6.0% | Reduced |
| Central Bank & Trust Co | 340 | $64.8K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 339 | $64.5K | 0.01% | +1+0.3% | Added |
| Turtle Creek Wealth Advisors, LLC | 333 | $63.4K | 0.02% | +333 | New |
| Addison Advisors LLC | 331 | $63.1K | 0.02% | +113+51.8% | Added |
| Oliver Lagore Vanvalin Investment Group | 330 | $62.9K | 0.02% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 325 | $62.0K | 0.04% | 00.0% | Unchanged |
| Larson Financial Group LLC | 324 | $61.7K | 0.01% | −1−0.3% | Reduced |
| Pacifica Partners Inc. | 322 | $59.1K | 0.03% | +322 | New |
| Norwood Financial Corp | 310 | $59.1K | 0.09% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 309 | $58.9K | 0.03% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 306 | $58.3K | 0.01% | −9,585−96.9% | Reduced |
| Bell Investment Advisors, Inc | 304 | $58.0K | 0.01% | +7+2.4% | Added |
| Capital Advisors, Ltd. LLC | 305 | $58.0K | 0.01% | −5−1.6% | Reduced |
| EdgeRock Capital LLC | 266 | $57.1K | 0.04% | +266 | New |
| Spartan Planning & Wealth Management | 296 | $56.4K | 0.06% | +292+7,300.0% | Added |
| Salomon & Ludwin, LLC | 345 | $56.3K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 295 | $56.2K | 0.01% | +60+25.5% | Added |
| Westside Investment Management, Inc. | 291 | $55.4K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 280 | $53.3K | 0.02% | +280 | New |
| Silvant Capital Management LLC | 279 | $53.1K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 278 | $53.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 264 | $51.0K | 0.03% | +2+0.8% | Added |
| Bourgeon Capital Management LLC | 267 | $50.8K | 0.01% | +2+0.8% | Added |
| Tyler-Stone Wealth Management | 264 | $50.3K | 0.03% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 252 | $48.0K | 0.01% | +49+24.1% | Added |
| Godsey & Gibb Associates | 250 | $47.6K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 249 | $47.4K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 247 | $47.1K | 0.02% | +247 | New |
| Piscataqua Savings Bank | 241 | $45.9K | 0.04% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 234 | $45.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 231 | $44.0K | 0.02% | 00.0% | Unchanged |
| Gradient Investments LLC | 227 | $43.2K | 0.00% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 226 | $43.0K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 225 | $42.9K | 0.03% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 221 | $42.1K | 0.00% | −46−17.2% | Reduced |
| Edmond de Rothschild Holding S.A. | 221 | $42.1K | 0.00% | 00.0% | Unchanged |
| Motco | 216 | $41.1K | 0.00% | −28−11.5% | Reduced |
| Old Second National Bank of Aurora | 216 | $41.1K | 0.01% | +216 | New |
| Colonial Trust Advisors | 215 | $40.9K | 0.00% | +189+726.9% | Added |
| Gould Capital, LLC | 211 | $40.2K | 0.03% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 209 | $39.8K | 0.00% | +9+4.5% | Added |
| Glass Jacobson Investment Advisors llc | 205 | $39.1K | 0.02% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 205 | $39.1K | 0.02% | +205 | New |
| Dividend Assets Capital, LLC | 207 | $39.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 202 | $38.5K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 200 | $38.1K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 194 | $37.0K | 0.01% | −69−26.2% | Reduced |
| Country Trust Bank | 186 | $35.4K | 0.00% | +11+6.3% | Added |
| Nemes Rush Group LLC | 185 | $35.2K | 0.01% | +13+7.6% | Added |