Travelers Companies, Inc.

TRV

Exchange: NYSE
Industry: Fire, Marine & Casualty Insurance
SEC CIK: 0000086312

SEC filings (opens in a new tab)

In the last 90 days, Travelers Companies, Inc. insiders filed 0 open-market purchases and 9 sales; 1,869 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, Q1 2024

Institutional positions in Travelers Companies, Inc. as of Mar 31, 2024. 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: 1,452; +135 vs. Q4 2023
Shares held: 189.9M; +505.3K (+0.3%) vs. Q4 2023
Total value: $43.6B; +$7.64B (+21.3%) vs. Q4 2023
New holders: 208; 452 more added
Sold out: 73; 510 more reduced

17 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2024: 1,452 institutions

Value heldQ1 2024: $43.6B

Institutions holding TRV and their total value by quarter
Quarter	Holders	Value
Q2 2026	1,869	$61.0B
Q1 2026	1,805	$52.1B
Q4 2025	1,780	$53.8B
Q3 2025	1,681	$51.9B
Q2 2025	1,639	$50.7B
Q1 2025	1,645	$49.8B
Q4 2024	1,590	$45.6B
Q3 2024	1,471	$44.0B
Q2 2024	1,415	$38.8B
Q1 2024	1,452	$43.6B
Q4 2023	1,334	$36.0B
Q3 2023	1,260	$30.5B
Q2 2023	1,288	$32.5B
Q1 2023	1,270	$32.3B
Q4 2022	1,304	$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, Q1 2024

Shares, value and share of portfolio for each institution holding Travelers Companies, Inc.; share changes are against Q4 2023.

Institutions holding TRV in Q1 2024
Institution	Shares	Value	% of portfolio	Change in shares	Action
Coston, McIsaac & Partners	2	$0	0.00%	−1−33.3%	Reduced
Clear Street Markets LLC	2	$0	0.00%	+2	New
Dogwood Wealth Management LLC	0	$6	0.00%	0	Unchanged
ICA Group Wealth Management, LLC	1	$230	0.00%	−38−97.4%	Reduced
Householder Group Estate & Retirement Specialist, LLC	1	$230	0.00%	00.0%	Unchanged
WestEnd Advisors, LLC	1	$230	0.00%	+1	New
Global Assets Advisory, LLC	64,606	$283	0.01%	+64,606	New
Rakuten Securities, Inc.	2	$460	0.00%	00.0%	Unchanged
Guardian Wealth Management, Inc.	2	$489	0.00%	00.0%	Unchanged
Financial Synergies Wealth Advisors, Inc.	3	$691	0.00%	00.0%	Unchanged
NVWM, LLC	4	$925	0.00%	+4	New
Tanaka Capital Management Inc	6	$1.00K	0.00%	00.0%	Unchanged
Horizon Financial Services, LLC	5	$1.15K	0.00%	+5	New
Mine & Arao Wealth Creation & Management, LLC.	5	$1.15K	0.00%	+5	New
Sittner & Nelson, LLC	6	$1.38K	0.00%	−225−97.4%	Reduced
Tfo-TDC, LLC	6	$1.38K	0.00%	00.0%	Unchanged
IAG Wealth Partners, LLC	6	$1.38K	0.00%	+6	New
Archer Investment Corp	7	$1.61K	0.00%	00.0%	Unchanged
Westend Capital Management, LLC	7	$1.61K	0.00%	+7	New
Breakwater Investment Management	7	$1.61K	0.00%	+7	New
Thompson Investment Management, Inc.	8	$1.84K	0.00%	00.0%	Unchanged
TD Capital Management LLC	8	$1.91K	0.00%	+1+14.3%	Added
Hazlett, Burt & Watson, Inc.	9	$2.00K	0.00%	00.0%	Unchanged
Frank, Rimerman Advisors LLC	9	$2.07K	0.00%	00.0%	Unchanged
Front Row Advisors LLC	9	$2.08K	0.00%	+9	New
Cornerstone Planning Group LLC	10	$2.14K	0.00%	00.0%	Unchanged
Gradient Investments LLC	10	$2.30K	0.00%	−217−95.6%	Reduced
PSI Advisors, LLC	10	$2.30K	0.00%	00.0%	Unchanged
PFS Partners, LLC	10	$2.30K	0.00%	00.0%	Unchanged
Voisard Asset Management Group, Inc.	10	$2.30K	0.00%	+10	New
Carolinas Wealth Consulting LLC	10	$2.30K	0.00%	+8+400.0%	Added
Clear Point Advisors Inc.	11	$2.48K	0.00%	00.0%	Unchanged
Aspect Partners, LLC	13	$2.99K	0.00%	+7+116.7%	Added
EntryPoint Capital, LLC	13	$2.99K	0.00%	+13	New
Macroview Investment Management LLC	13	$3.08K	0.00%	00.0%	Unchanged
TFC Financial Management	14	$3.22K	0.00%	+1+7.7%	Added
Palouse Capital Management, Inc.	14	$3.22K	0.00%	+14	New
MidAtlantic Capital Management, Inc.	15	$3.45K	0.00%	00.0%	Unchanged
Redmont Wealth Advisors LLC	15	$3.45K	0.00%	+15	New
Parallax Volatility Advisers, L.P.	21	$4.83K	0.00%	−12−36.4%	Reduced
PayPay Securities Corp	23	$5.29K	0.26%	−6−20.7%	Reduced
Strengthening Families & Communities, LLC	27	$6.00K	0.00%	00.0%	Unchanged
Avion Wealth	26	$6.00K	0.00%	+6+30.0%	Added
Aspire Private Capital, LLC	27	$6.21K	0.00%	00.0%	Unchanged
Highline Wealth Partners LLC	27	$6.21K	0.00%	00.0%	Unchanged
Accordant Advisory Group Inc	28	$6.44K	0.00%	+28	New
JDM Financial Group LLC	30	$6.90K	0.01%	00.0%	Unchanged
Richard W. Paul & Associates, LLC	31	$7.13K	0.00%	00.0%	Unchanged
DiNuzzo Private Wealth, Inc.	33	$7.59K	0.00%	00.0%	Unchanged
Davis Capital Management	34	$7.76K	0.01%	00.0%	Unchanged
Capital Analysts, LLC	35	$8.00K	0.00%	00.0%	Unchanged
Your Advocates Ltd., LLP	35	$8.05K	0.00%	00.0%	Unchanged
Twin Tree Management, LP	36	$8.29K	0.00%	+36	New
Armstrong Advisory Group, Inc	44	$8.38K	0.00%	00.0%	Unchanged
Albion Financial Group	40	$9.21K	0.00%	00.0%	Unchanged
Raleigh Capital Management Inc.	40	$9.21K	0.00%	+19+90.5%	Added
Barrett & Company, Inc.	43	$9.90K	0.00%	−4−8.5%	Reduced
Center for Financial Planning, Inc.	45	$10.4K	0.00%	00.0%	Unchanged
Cranbrook Wealth Management, LLC	46	$10.6K	0.00%	00.0%	Unchanged
Sachetta, LLC	56	$10.7K	0.01%	00.0%	Unchanged
Legend Financial Advisors, Inc.	49	$11.3K	0.01%	+33+206.3%	Added
Rosenberg Matthew Hamilton	50	$11.4K	0.00%	00.0%	Unchanged
DHJJ Financial Advisors, Ltd.	50	$11.5K	0.01%	−40−44.4%	Reduced
Versant Capital Management, Inc	50	$11.5K	0.00%	00.0%	Unchanged
Bogart Wealth, LLC	51	$11.7K	0.00%	00.0%	Unchanged
Northwest Bank & Trust Co	60	$12.7K	0.01%	00.0%	Unchanged
Ogorek Anthony Joseph	60	$13.0K	0.00%	00.0%	Unchanged
McClarren Financial Advisors, Inc.	53	$13.0K	0.01%	+1+1.9%	Added
Financial Management Professionals, Inc.	61	$14.0K	0.00%	00.0%	Unchanged
Dunhill Financial, LLC	63	$14.5K	0.01%	+3+5.0%	Added
Missouri Trust & Investment Co	65	$15.0K	0.01%	−13−16.7%	Reduced
Scarborough Advisors, LLC	65	$15.0K	0.01%	+45+225.0%	Added
WealthCollab, LLC	65	$15.0K	0.01%	−12−15.6%	Reduced
Foster Dykema Cabot & Partners, LLC	66	$15.2K	0.00%	00.0%	Unchanged
Mascoma Wealth Management LLC	67	$15.4K	0.00%	00.0%	Unchanged
Cetera Trust Company, N.A	68	$15.7K	0.01%	00.0%	Unchanged
Meeder Asset Management Inc	70	$16.1K	0.00%	+70	New
Birch Capital Management, LLC	71	$16.3K	0.01%	00.0%	Unchanged
Abound Wealth Management	71	$16.4K	0.01%	−75−51.4%	Reduced
Register Financial Advisors LLC	72	$16.6K	0.01%	+72	New
SOA Wealth Advisors, LLC.	72	$16.6K	0.00%	00.0%	Unchanged
Caitlin John, LLC	75	$17.4K	0.01%	−50−40.0%	Reduced
Semmax Financial Advisors Inc.	80	$17.4K	0.01%	00.0%	Unchanged
Riverview Trust Co	82	$18.9K	0.01%	+82	New
GW&K Investment Management, LLC	84	$19.0K	0.00%	00.0%	Unchanged
Toth Financial Advisory Corp	85	$19.6K	0.00%	−23−21.3%	Reduced
FSA Wealth Management LLC	89	$20.5K	0.01%	00.0%	Unchanged
Red Tortoise LLC	90	$20.7K	0.01%	00.0%	Unchanged
Wetzel Investment Advisors, Inc.	101	$21.3K	0.01%	+8+8.6%	Added
Operose Advisors LLC	95	$21.9K	0.01%	−99−51.0%	Reduced
Planning Capital Management Corp	98	$22.6K	0.02%	+12+14.0%	Added
Tucker Asset Management LLC	100	$23.0K	0.01%	00.0%	Unchanged
Pineridge Advisors LLC	100	$23.0K	0.01%	00.0%	Unchanged
Transcendent Capital Group LLC	100	$23.0K	0.01%	00.0%	Unchanged
Birchbrook, Inc.	100	$23.0K	0.01%	00.0%	Unchanged
Rise Advisors, LLC	100	$23.0K	0.01%	+38+61.3%	Added
American Capital Advisory, LLC	142	$24.3K	0.02%	00.0%	Unchanged
Luken Investment Analytics, LLC	106	$24.4K	0.01%	00.0%	Unchanged
New England Capital Financial Advisors LLC	110	$25.3K	0.01%	00.0%	Unchanged
Clear Investment Research, LLC	110	$25.4K	0.03%	00.0%	Unchanged