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 |
|---|---|---|---|---|---|
| Assetmark, Inc | 2,398 | $456.8K | 0.00% | +28+1.2% | Added |
| First National Corp | 2,357 | $449.0K | 0.11% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 2,113 | $446.1K | 0.14% | +2,113 | New |
| Gryphon Financial Partners LLC | 2,381 | $444.0K | 0.08% | +623+35.4% | Added |
| TCI Wealth Advisors, Inc. | 2,324 | $442.7K | 0.05% | −20−0.9% | Reduced |
| City State Bank | 2,316 | $441.0K | 0.22% | 00.0% | Unchanged |
| Appleton Partners Inc | 2,314 | $441.0K | 0.04% | +181+8.5% | Added |
| River Wealth Advisors LLC | 2,301 | $438.2K | 0.07% | −54−2.3% | Reduced |
| Moody Lynn & Lieberson, LLC | 2,297 | $437.6K | 0.03% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 2,295 | $437.2K | 0.01% | +157+7.3% | Added |
| WFA Asset Management Corp | 2,295 | $437.2K | 0.24% | +14+0.6% | Added |
| Leavell Investment Management, Inc. | 2,296 | $437.0K | 0.03% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,291 | $436.4K | 0.09% | −10−0.4% | Reduced |
| Lake Street Advisors Group, LLC | 2,262 | $430.9K | 0.02% | +2,262 | New |
| Evernest Financial Advisors, LLC | 2,255 | $429.6K | 0.22% | +2,255 | New |
| Sherbrooke Park Advisers LLC | 2,233 | $425.4K | 0.20% | −2,399−51.8% | Reduced |
| Williams Jones Wealth Management, LLC. | 2,222 | $423.3K | 0.01% | −385−14.8% | Reduced |
| Green Square Capital Advisors LLC | 2,217 | $422.3K | 0.06% | −2−0.1% | Reduced |
| South State Corp. | 2,202 | $419.5K | 0.04% | +403+22.4% | Added |
| Guardian Wealth Advisors, LLC | 2,197 | $418.5K | 0.06% | +167+8.2% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 2,178 | $414.9K | 0.01% | −3−0.1% | Reduced |
| First Affirmative Financial Network | 2,173 | $414.0K | 0.33% | +69+3.3% | Added |
| Seamount Financial Group Inc | 2,154 | $410.3K | 0.39% | +2,154 | New |
| Van Eck Associates Corp | 2,141 | $408.0K | 0.00% | −806−27.3% | Reduced |
| Schechter Investment Advisors, LLC | 2,106 | $401.1K | 0.03% | −89−4.1% | Reduced |
| Great Valley Advisor Group, Inc. | 2,089 | $398.0K | 0.01% | +74+3.7% | Added |
| Glassman Wealth Services | 2,085 | $397.3K | 0.06% | +37+1.8% | Added |
| UniSuper Management Pty Ltd | 2,067 | $393.7K | 0.00% | +367+21.6% | Added |
| Oberweis Asset Management Inc | 2,066 | $393.6K | 0.04% | −128−5.8% | Reduced |
| Evergreen Wealth Solutions, LLC | 2,065 | $393.4K | 0.34% | +160+8.4% | Added |
| Ridgecrest Wealth Partners, LLC | 2,065 | $393.4K | 0.26% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,064 | $393.2K | 0.04% | +674+48.5% | Added |
| Keystone Financial Group | 2,062 | $392.8K | 0.07% | 00.0% | Unchanged |
| ForthRight Wealth Management, LLC | 2,062 | $392.8K | 0.15% | 00.0% | Unchanged |
| Diligent Investors, LLC | 2,056 | $391.6K | 0.11% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 2,028 | $386.3K | 0.00% | 00.0% | Unchanged |
| Howland Capital Management LLC | 2,026 | $385.9K | 0.02% | +430+26.9% | Added |
| Clarius Group, LLC | 2,025 | $385.7K | 0.03% | +78+4.0% | Added |
| Ledyard National Bank | 2,024 | $385.6K | 0.04% | −128−5.9% | Reduced |
| Warren Averett Asset Management, LLC | 2,022 | $385.2K | 0.01% | +124+6.5% | Added |
| Mark Sheptoff Financial Planning, LLC | 2,015 | $383.8K | 0.23% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 2,014 | $383.6K | 0.08% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 2,009 | $382.7K | 0.04% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 1,994 | $381.7K | 0.33% | −234−10.5% | Reduced |
| MONECO Advisors, LLC | 2,001 | $381.1K | 0.07% | −8−0.4% | Reduced |
| Robertson Stephens Wealth Management, LLC | 1,985 | $378.1K | 0.02% | +79+4.1% | Added |
| Golden State Equity Partners | 1,971 | $375.5K | 0.09% | +14+0.7% | Added |
| Athena Investment Management | 1,966 | $374.5K | 0.24% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 1,966 | $374.5K | 0.02% | +32+1.7% | Added |
| Defined Wealth Management, LLC | 1,961 | $373.6K | 0.29% | +1,961 | New |
| Wintrust Investments LLC | 1,952 | $372.0K | 0.04% | +79+4.2% | Added |
| Girard Partners Ltd. | 1,952 | $371.9K | 0.04% | +181+10.2% | Added |
| Whalerock Point Partners, LLC | 1,952 | $371.8K | 0.12% | 00.0% | Unchanged |
| Northeast Investment Management | 1,942 | $369.9K | 0.02% | −910−31.9% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,942 | $369.9K | 0.00% | +1,942 | New |
| Marco Investment Management LLC | 1,935 | $368.6K | 0.04% | 00.0% | Unchanged |
| Valley Brook Capital Group | 1,927 | $367.1K | 0.32% | −200−9.4% | Reduced |
| Busey Wealth Management | 1,925 | $366.7K | 0.01% | −752−28.1% | Reduced |
| Spinnaker Trust | 1,905 | $362.9K | 0.02% | 00.0% | Unchanged |
| Veracity Capital LLC | 1,905 | $362.8K | 0.15% | −48−2.5% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 1,901 | $362.1K | 0.10% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 1,901 | $362.1K | 0.06% | +23+1.2% | Added |
| iA Global Asset Management Inc. | 1,898 | $362.0K | 0.01% | −1,708−47.4% | Reduced |
| Mechanics Bank Trust Department | 1,900 | $361.9K | 0.06% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 1,896 | $361.2K | 0.01% | +42+2.3% | Added |
| Investors Research Corp | 1,887 | $359.5K | 0.09% | 00.0% | Unchanged |
| Wedmont Private Capital | 1,868 | $359.2K | 0.03% | +476+34.2% | Added |
| Stockman Wealth Management, Inc. | 1,862 | $354.7K | 0.07% | −125−6.3% | Reduced |
| Mather Group, LLC. | 1,854 | $353.2K | 0.01% | +1,854 | New |
| Corton Capital Inc. | 1,851 | $352.6K | 0.11% | +1,851 | New |
| Central Valley Advisors, LLC | 1,838 | $350.1K | 0.21% | +1,838 | New |
| Fortis Group Advisors, LLC | 2,039 | $349.6K | 0.09% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 1,834 | $349.3K | 0.02% | −242−11.7% | Reduced |
| Cahaba Wealth Management, Inc. | 1,832 | $348.9K | 0.03% | −141−7.1% | Reduced |
| Fisher Asset Management, LLC | 1,826 | $347.9K | 0.00% | −465−20.3% | Reduced |
| Insigneo Advisory Services, LLC | 1,826 | $347.8K | 0.05% | +103+6.0% | Added |
| Mountain Pacific Investment Advisers Inc | 1,820 | $346.7K | 0.02% | −10−0.5% | Reduced |
| Donaldson Capital Management, LLC | 1,788 | $340.7K | 0.02% | +1+0.1% | Added |
| Smith, Moore & Co. | 1,785 | $340.0K | 0.04% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,784 | $339.8K | 0.06% | +165+10.2% | Added |
| Schmidt P J Investment Management Inc | 1,605 | $339.3K | 0.07% | +61+4.0% | Added |
| Rothschild Investment LLC | 1,781 | $339.3K | 0.03% | +1,781 | New |
| Advisors Management Group Inc | 1,782 | $339.0K | 0.09% | −27−1.5% | Reduced |
| CWA Asset Management Group, LLC | 1,778 | $338.7K | 0.02% | +137+8.3% | Added |
| Evermay Wealth Management LLC | 1,772 | $337.5K | 0.06% | +2+0.1% | Added |
| Sippican Capital Advisors | 1,772 | $337.5K | 0.26% | +1,772 | New |
| Custom Index Systems, LLC | 1,768 | $336.8K | 0.21% | +1,768 | New |
| Geller Advisors LLC | 1,764 | $336.0K | 0.03% | −948−35.0% | Reduced |
| Adviser Investments LLC | 1,760 | $335.3K | 0.00% | +1,760 | New |
| Wesbanco Bank Inc | 1,757 | $334.7K | 0.02% | −1,200−40.6% | Reduced |
| Ronald Blue Trust, Inc. | 2,040 | $333.0K | 0.01% | −255−11.1% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 1,745 | $332.4K | 0.01% | +1,745 | New |
| Humankind Investments LLC | 1,743 | $332.0K | 0.10% | −114−6.1% | Reduced |
| BFSG, LLC | 1,739 | $331.3K | 0.05% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 1,724 | $328.4K | 0.18% | 00.0% | Unchanged |
| Fiduciary Group LLC | 1,716 | $326.9K | 0.04% | 00.0% | Unchanged |
| Wade G W & Inc | 1,705 | $325.0K | 0.01% | −1−0.1% | Reduced |
| Neville Rodie & Shaw Inc | 1,700 | $324.0K | 0.03% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 1,695 | $322.9K | 0.02% | −46−2.6% | Reduced |
| Trueblood Wealth Management, LLC | 1,692 | $322.3K | 0.20% | +1,692 | New |