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 |
|---|---|---|---|---|---|
| Bank of Hawaii | 3,322 | $632.8K | 0.03% | −1,591−32.4% | Reduced |
| Ar Asset Management Inc | 3,264 | $622.0K | 0.16% | 00.0% | Unchanged |
| Welch & Forbes LLC | 3,261 | $621.2K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 3,260 | $621.0K | 0.55% | +199+6.5% | Added |
| Checchi Capital Advisers, LLC | 3,252 | $619.5K | 0.05% | +156+5.0% | Added |
| Davis R M Inc | 3,237 | $616.6K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 3,233 | $616.0K | 0.03% | −141−4.2% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 3,225 | $614.3K | 0.07% | +294+10.0% | Added |
| Equitable Trust Co | 3,192 | $608.0K | 0.05% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 3,164 | $602.7K | 0.02% | −75,759−96.0% | Reduced |
| United Community Bank | 3,161 | $602.1K | 0.25% | −26−0.8% | Reduced |
| JNBA Financial Advisors | 3,158 | $601.5K | 0.07% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 3,130 | $596.2K | 0.04% | +104+3.4% | Added |
| Kathmere Capital Management, LLC | 3,118 | $593.9K | 0.08% | +984+46.1% | Added |
| Brave Asset Management Inc | 3,105 | $591.5K | 0.17% | +25+0.8% | Added |
| Prospera Financial Services Inc | 3,072 | $585.2K | 0.02% | −489−13.7% | Reduced |
| Modera Wealth Management, LLC | 3,055 | $582.0K | 0.01% | −26−0.8% | Reduced |
| Equitable Holdings, Inc. | 3,023 | $575.9K | 0.01% | −77−2.5% | Reduced |
| Graypoint LLC | 3,021 | $575.6K | 0.05% | +616+25.6% | Added |
| Weik Capital Management | 3,013 | $573.9K | 0.27% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 3,006 | $572.7K | 0.09% | −924−23.5% | Reduced |
| Aptus Capital Advisors, LLC | 3,006 | $572.6K | 0.02% | +122+4.2% | Added |
| Saxon Interests, Inc. | 3,004 | $572.2K | 0.29% | +3,004 | New |
| Coastal Bridge Advisors, LLC | 3,002 | $571.8K | 0.15% | +5+0.2% | Added |
| Tobam | 2,983 | $568.0K | 0.05% | −95−3.1% | Reduced |
| Prio Wealth Limited Partnership | 2,971 | $565.9K | 0.02% | +124+4.4% | Added |
| NBC Securities, Inc. | 2,966 | $564.0K | 0.06% | −109−3.5% | Reduced |
| Meeder Advisory Services, Inc. | 2,957 | $563.3K | 0.06% | +67+2.3% | Added |
| Marcum Wealth, LLC | 2,944 | $560.8K | 0.06% | +86+3.0% | Added |
| HighMark Wealth Management LLC | 2,935 | $559.1K | 0.41% | +15+0.5% | Added |
| Cidel Asset Management Inc | 2,935 | $559.1K | 0.02% | +2,935 | New |
| Flynn Zito Capital Management, LLC | 2,930 | $558.2K | 0.38% | +151+5.4% | Added |
| Sageworth Trust Co of South Dakota | 2,930 | $558.1K | 1.05% | 00.0% | Unchanged |
| Inlet Private Wealth, LLC | 2,900 | $552.4K | 0.17% | −600−17.1% | Reduced |
| Waldron Private Wealth LLC | 2,899 | $552.2K | 0.03% | −31−1.1% | Reduced |
| Mendel Money Management | 2,890 | $550.5K | 0.26% | −25−0.9% | Reduced |
| Clearstead Advisors, LLC | 2,878 | $548.2K | 0.03% | +91+3.3% | Added |
| Dorsey & Whitney Trust CO LLC | 2,872 | $547.1K | 0.04% | +303+11.8% | Added |
| Aries Wealth Management | 2,858 | $544.4K | 0.19% | −7−0.2% | Reduced |
| Karpas Strategies, LLC | 2,840 | $541.0K | 0.18% | 00.0% | Unchanged |
| Destination Wealth Management | 2,832 | $539.4K | 0.02% | +150+5.6% | Added |
| SRB Corp | 2,828 | $538.7K | 0.03% | −92−3.2% | Reduced |
| Baldwin Brothers Inc | 2,816 | $536.4K | 0.04% | −198−6.6% | Reduced |
| WMS Partners, LLC | 2,802 | $533.8K | 0.04% | +27+1.0% | Added |
| Baystate Wealth Management LLC | 2,800 | $533.4K | 0.04% | +2,266+424.3% | Added |
| Cozad Asset Management Inc | 2,790 | $531.5K | 0.06% | −32−1.1% | Reduced |
| Transatlantique Private Wealth LLC | 2,785 | $530.5K | 0.25% | +98+3.6% | Added |
| Bank of New Hampshire | 2,769 | $527.5K | 0.15% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 2,762 | $526.0K | 0.24% | +10+0.4% | Added |
| Syon Capital LLC | 2,750 | $523.8K | 0.05% | +121+4.6% | Added |
| Sound View Wealth Advisors Group, LLC | 2,747 | $523.3K | 0.06% | +460+20.1% | Added |
| Associated Banc-Corp | 2,736 | $521.2K | 0.02% | 00.0% | Unchanged |
| LMCG Investments, LLC | 2,735 | $521.0K | 0.03% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 2,727 | $519.5K | 0.14% | −93−3.3% | Reduced |
| Wealth Alliance | 2,721 | $518.4K | 0.07% | +212+8.4% | Added |
| AMG National Trust Bank | 2,721 | $518.3K | 0.02% | −267−8.9% | Reduced |
| TCG Advisory Services, LLC | 2,690 | $512.4K | 0.04% | +1,243+85.9% | Added |
| Cambridge Trust Co | 2,689 | $512.2K | 0.02% | −256−8.7% | Reduced |
| Brighton Jones LLC | 2,685 | $511.5K | 0.02% | −25−0.9% | Reduced |
| Trust Asset Management LLC | 2,684 | $511.3K | 0.05% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 2,391 | $510.6K | 0.02% | +2,391 | New |
| Rinkey Investments | 2,675 | $509.6K | 0.20% | +2,675 | New |
| Great Diamond Partners, LLC | 2,672 | $509.0K | 0.13% | −50−1.8% | Reduced |
| Foundation Resource Management Inc | 2,665 | $507.7K | 0.08% | −100−3.6% | Reduced |
| LVW Advisors, LLC | 2,652 | $505.2K | 0.09% | +1,151+76.7% | Added |
| National Asset Management, Inc. | 2,652 | $505.2K | 0.01% | −7,043−72.6% | Reduced |
| Transcend Wealth Collective, LLC | 2,627 | $500.3K | 0.04% | +179+7.3% | Added |
| Sugarloaf Wealth Management, LLC | 2,621 | $499.4K | 0.12% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 2,621 | $499.3K | 0.05% | 00.0% | Unchanged |
| Sky Investment Group LLC | 2,615 | $498.1K | 0.11% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 2,607 | $497.0K | 0.04% | −46−1.7% | Reduced |
| Invesco, LLC | 2,608 | $496.8K | 0.23% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 2,593 | $494.0K | 0.04% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 2,573 | $490.1K | 0.05% | −5,264−67.2% | Reduced |
| Orrstown Financial Services Inc | 2,564 | $488.4K | 0.39% | +2,564 | New |
| EP Wealth Advisors, LLC | 2,563 | $488.3K | 0.01% | +2,563 | New |
| IHT Wealth Management, LLC | 2,556 | $487.0K | 0.02% | −114−4.3% | Reduced |
| Geneos Wealth Management Inc. | 2,545 | $484.8K | 0.02% | +18+0.7% | Added |
| HTLF Bank | 2,543 | $484.4K | 0.06% | +2,543 | New |
| SeaCrest Wealth Management, LLC | 2,506 | $483.8K | 0.06% | +31+1.3% | Added |
| Ameritas Investment Partners, Inc. | 2,538 | $483.5K | 0.02% | −331−11.5% | Reduced |
| First National Bank Sioux Falls | 2,533 | $482.5K | 0.25% | −10−0.4% | Reduced |
| Lifeworks Advisors, LLC | 2,519 | $479.9K | 0.17% | +50+2.0% | Added |
| Sawgrass Asset Management LLC | 2,509 | $477.9K | 0.05% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 2,500 | $476.2K | 0.17% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 2,496 | $475.5K | 0.14% | −190−7.1% | Reduced |
| Opus Capital Group, LLC | 2,492 | $475.0K | 0.08% | −9−0.4% | Reduced |
| Jeppson Wealth Management, LLC | 2,490 | $474.3K | 0.20% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 2,482 | $472.8K | 0.02% | +67+2.8% | Added |
| Beacon Investment Advisors LLC | 2,478 | $472.1K | 0.30% | +10.0% | Added |
| Qtron Investments LLC | 2,473 | $471.1K | 0.08% | −1,297−34.4% | Reduced |
| Canvas Wealth Advisors, LLC | 2,389 | $467.2K | 0.17% | −5,093−68.1% | Reduced |
| Cigna Investments Inc | 2,435 | $464.0K | 0.10% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 106,883 | $463.7K | 0.03% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 2,433 | $463.5K | 0.03% | +2,433 | New |
| Grimes & Company, Inc. | 2,420 | $461.1K | 0.02% | +53+2.2% | Added |
| Alhambra Investment Partners LLC | 2,420 | $461.0K | 0.27% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 2,414 | $459.8K | 0.33% | −25−1.0% | Reduced |
| Pzena Investment Management LLC | 2,406 | $458.3K | 0.00% | +59+2.5% | Added |
| Harbour Capital Advisors, LLC | 2,390 | $457.2K | 0.13% | 00.0% | Unchanged |