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 |
|---|---|---|---|---|---|
| Alberta Investment Management Corp | 4,900 | $933.4K | 0.01% | 00.0% | Unchanged |
| Guardian Capital Advisors LP | 4,823 | $927.5K | 0.10% | −710−12.8% | Reduced |
| HBK Sorce Advisory LLC | 4,832 | $920.5K | 0.04% | +304+6.7% | Added |
| Zions Bancorporation, N.A. | 4,824 | $918.9K | 0.06% | +282+6.2% | Added |
| Brevan Howard Capital Management LP | 4,749 | $904.6K | 0.09% | +1,281+36.9% | Added |
| Concord Wealth Partners | 4,747 | $904.3K | 0.18% | +4,655+5,059.8% | Added |
| J.W. Cole Advisors, Inc. | 4,720 | $899.1K | 0.05% | +4,720 | New |
| PYA Waltman Capital, LLC | 4,720 | $899.1K | 0.37% | +282+6.4% | Added |
| Concord Asset Management, LLC | 4,713 | $897.8K | 0.26% | +4,713 | New |
| DCM Advisors, LLC | 4,704 | $896.1K | 0.32% | −75−1.6% | Reduced |
| Fiera Capital Corp | 4,701 | $895.5K | 0.00% | +2,875+157.4% | Added |
| Nixon Peabody Trust Co | 4,701 | $895.5K | 0.10% | −3,802−44.7% | Reduced |
| Quadrature Capital Ltd | 4,663 | $888.4K | 0.02% | +2,714+139.3% | Added |
| Hanson & Doremus Investment Management | 4,653 | $886.0K | 0.17% | −30−0.6% | Reduced |
| Johnson Investment Counsel Inc | 4,614 | $878.9K | 0.01% | +1,037+29.0% | Added |
| Investors Asset Management of Georgia Inc | 4,611 | $875.5K | 0.44% | +100+2.2% | Added |
| Nomura Holdings Inc | 4,590 | $874.3K | 0.01% | +4,590 | New |
| Lederer & Associates Investment Counsel | 4,590 | $874.0K | 0.65% | −227−4.7% | Reduced |
| Valeo Financial Advisors, LLC | 4,526 | $862.1K | 0.03% | +1,002+28.4% | Added |
| Madison Asset Management, LLC | 4,508 | $858.7K | 0.01% | −4,861−51.9% | Reduced |
| Symmetry Partners, LLC | 4,439 | $840.0K | 0.05% | −322−6.8% | Reduced |
| Elmwood Wealth Management, Inc. | 4,398 | $837.8K | 0.59% | −1,559−26.2% | Reduced |
| Forum Financial Management, LP | 4,397 | $837.6K | 0.02% | −4−0.1% | Reduced |
| Ci Investments Inc. | 4,383 | $835.0K | 0.00% | +697+18.9% | Added |
| Wealth Quarterback LLC | 4,333 | $825.4K | 0.50% | +49+1.1% | Added |
| Apollon Wealth Management, LLC | 4,321 | $823.2K | 0.03% | +976+29.2% | 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 |
| Searle & Co. | 4,304 | $819.9K | 0.22% | +1,631+61.0% | Added |
| Somerset Group LLC | 4,303 | $819.7K | 0.69% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 4,301 | $819.3K | 0.03% | −294−6.4% | Reduced |
| Boston Private Wealth LLC | 4,293 | $817.8K | 0.02% | −64−1.5% | Reduced |
| Glenview Trust Co | 4,289 | $817.0K | 0.02% | +38+0.9% | Added |
| Axxcess Wealth Management, LLC | 4,274 | $814.2K | 0.02% | +1,422+49.9% | Added |
| Vectors Research Management, LLC | 4,225 | $809.0K | 0.23% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 4,243 | $808.0K | 0.10% | −58−1.3% | Reduced |
| Ballentine Partners, LLC | 4,223 | $804.4K | 0.02% | +432+11.4% | Added |
| Mission Wealth Management, LP | 4,222 | $804.3K | 0.03% | −85−2.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 4,165 | $793.4K | 0.04% | +279+7.2% | Added |
| Berkeley Capital Partners, LLC | 4,151 | $790.7K | 0.26% | +4,151 | New |
| JB Capital LLC | 4,098 | $780.7K | 0.06% | −16−0.4% | Reduced |
| Forza Wealth Management, LLC | 4,072 | $775.7K | 0.43% | −35−0.9% | Reduced |
| Buckingham Strategic Wealth, LLC | 4,054 | $772.3K | 0.01% | −287−6.6% | 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 |
| DFPG Investments, LLC | 4,003 | $765.8K | 0.06% | −197−4.7% | Reduced |
| Sterneck Capital Management, LLC | 4,000 | $762.0K | 0.49% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 3,998 | $761.6K | 0.02% | −463−10.4% | Reduced |
| Abner Herrman & Brock LLC | 3,982 | $759.0K | 0.11% | −800−16.7% | Reduced |
| Wealthsource Partners, LLC | 3,963 | $754.9K | 0.05% | −115−2.8% | Reduced |
| Beaumont Financial Advisors, LLC | 3,958 | $754.0K | 0.07% | +25+0.6% | Added |
| Allworth Financial LP | 3,955 | $753.4K | 0.01% | −144−3.5% | Reduced |
| West Paces Advisors Inc. | 3,951 | $752.6K | 0.21% | +125+3.3% | Added |
| Legacy Capital Wealth Partners, LLC | 3,947 | $751.9K | 0.21% | −67−1.7% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,939 | $750.0K | 0.08% | 00.0% | Unchanged |
| Prostatis Group LLC | 3,920 | $746.8K | 0.31% | +7+0.2% | Added |
| Mount Yale Investment Advisors, LLC | 3,920 | $746.8K | 0.07% | −27−0.7% | Reduced |
| Stratos Wealth Partners, LTD. | 3,877 | $738.6K | 0.01% | +3,877 | New |
| Davenport & Co LLC | 3,875 | $738.1K | 0.01% | +24+0.6% | Added |
| Harbor Capital Advisors, Inc. | 3,860 | $735.3K | 0.14% | +25+0.7% | Added |
| Balentine LLC | 3,845 | $732.4K | 0.02% | −296−7.1% | Reduced |
| Tradition Wealth Management, LLC | 3,834 | $730.0K | 0.08% | +105+2.8% | Added |
| GTS Securities LLC | 3,821 | $727.9K | 0.02% | +3,821 | New |
| Van Hulzen Asset Management, LLC | 3,793 | $723.0K | 0.05% | 00.0% | Unchanged |
| 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 |
| DoubleLine ETF Adviser LP | 3,773 | $718.7K | 0.21% | +246+7.0% | Added |
| High Note Wealth, LLC | 3,754 | $715.1K | 0.27% | 00.0% | Unchanged |
| MWA Asset Management | 3,739 | $712.3K | 0.59% | +2+0.1% | Added |
| Kanawha Capital Management LLC | 3,737 | $711.9K | 0.07% | 00.0% | Unchanged |
| Copperwynd Financial, LLC | 3,731 | $710.8K | 0.28% | +65+1.8% | Added |
| Toroso Investments, LLC | 3,730 | $710.5K | 0.02% | −12,757−77.4% | Reduced |
| Bank of Stockton | 3,332 | $705.3K | 0.23% | −2,715−44.9% | Reduced |
| Lindbrook Capital, LLC | 3,700 | $704.8K | 0.07% | +80+2.2% | Added |
| Sigma Planning Corp | 3,659 | $697.1K | 0.05% | −7,051−65.8% | Reduced |
| Wolverine Trading, LLC | 3,604 | $686.5K | 0.01% | +614+20.5% | Added |
| Beverly Hills Private Wealth, LLC | 3,598 | $685.4K | 0.18% | −56−1.5% | Reduced |
| Burns J W & Co Inc | 3,572 | $680.4K | 0.10% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 3,563 | $678.7K | 0.06% | −83−2.3% | Reduced |
| Wealthspire Advisors, LLC | 3,556 | $677.4K | 0.01% | +135+3.9% | Added |
| Park National Corp | 3,554 | $677.0K | 0.03% | +550+18.3% | Added |
| Exchange Traded Concepts, LLC | 3,552 | $676.6K | 0.02% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 3,539 | $674.2K | 0.02% | +75+2.2% | Added |
| Boyd Watterson Asset Management LLC | 3,538 | $674.0K | 0.27% | 00.0% | Unchanged |
| Smithfield Trust Co | 3,532 | $672.0K | 0.04% | +196+5.9% | Added |
| Pinnacle Bancorp, Inc. | 3,520 | $670.5K | 0.22% | 00.0% | Unchanged |
| Strategic Advisors LLC | 3,456 | $658.4K | 0.12% | +17+0.5% | Added |
| Villere St Denis J & Co LLC | 3,433 | $654.0K | 0.05% | 00.0% | Unchanged |
| LVM Capital Management Ltd | 3,414 | $650.0K | 0.08% | +158+4.9% | Added |
| Vident Advisory, LLC | 3,392 | $646.1K | 0.02% | −4−0.1% | Reduced |
| Wilson & Boucher Capital Management, LLC | 3,388 | $645.4K | 0.54% | 00.0% | Unchanged |
| Camden National Bank | 3,376 | $643.1K | 0.12% | −5−0.1% | Reduced |
| Penserra Capital Management LLC | 3,387 | $643.0K | 0.01% | −340−9.1% | Reduced |
| AdvisorNet Financial, Inc | 3,369 | $641.8K | 0.06% | +30+0.9% | Added |
| FinTrust Capital Advisors, LLC | 3,366 | $641.3K | 0.13% | +201+6.4% | Added |
| CIBC World Markets Inc. | 3,365 | $641.0K | 0.00% | +250+8.0% | Added |
| Pitcairn Co | 3,362 | $640.4K | 0.05% | −81−2.4% | Reduced |
| NorthRock Partners, LLC | 3,357 | $639.4K | 0.03% | +1,797+115.2% | Added |
| Journey Advisory Group, LLC | 3,350 | $638.1K | 0.09% | 00.0% | Unchanged |
| Bremer Bank National Association | 3,337 | $635.7K | 0.12% | 00.0% | Unchanged |