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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, 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
1,451
+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: 1,451 institutions
Q1 2021: 1,172 institutionsQ2 2021: 1,138 institutionsQ3 2021: 1,137 institutionsQ4 2021: 1,229 institutionsQ1 2022: 1,277 institutionsQ2 2022: 1,222 institutionsQ3 2022: 1,204 institutionsQ4 2022: 1,303 institutionsQ1 2023: 1,269 institutionsQ2 2023: 1,287 institutionsQ3 2023: 1,259 institutionsQ4 2023: 1,333 institutionsQ1 2024: 1,451 institutionsQ2 2024: 1,414 institutionsQ3 2024: 1,470 institutionsQ4 2024: 1,589 institutionsQ1 2025: 1,644 institutionsQ2 2025: 1,638 institutionsQ3 2025: 1,680 institutionsQ4 2025: 1,779 institutionsQ1 2026: 1,804 institutionsQ2 2026: 1,868 institutions
Value heldQ1 2024: $43.6B
Q1 2021: $31.5BQ2 2021: $31.0BQ3 2021: $31.1BQ4 2021: $31.3BQ1 2022: $36.0BQ2 2022: $33.1BQ3 2022: $29.7BQ4 2022: $36.0BQ1 2023: $32.3BQ2 2023: $32.5BQ3 2023: $30.5BQ4 2023: $36.0BQ1 2024: $43.6BQ2 2024: $38.8BQ3 2024: $44.0BQ4 2024: $45.6BQ1 2025: $49.8BQ2 2025: $50.7BQ3 2025: $51.9BQ4 2025: $53.8BQ1 2026: $52.1BQ2 2026: $61.0B
Institutions holding TRV and their total value by quarter
QuarterHoldersValue
Q2 20261,868$61.0B
Q1 20261,804$52.1B
Q4 20251,779$53.8B
Q3 20251,680$51.9B
Q2 20251,638$50.7B
Q1 20251,644$49.8B
Q4 20241,589$45.6B
Q3 20241,470$44.0B
Q2 20241,414$38.8B
Q1 20241,451$43.6B
Q4 20231,333$36.0B
Q3 20231,259$30.5B
Q2 20231,287$32.5B
Q1 20231,269$32.3B
Q4 20221,303$36.0B
Q3 20221,204$29.7B
Q2 20221,222$33.1B
Q1 20221,277$36.0B
Q4 20211,229$31.3B
Q3 20211,137$31.1B
Q2 20211,138$31.0B
Q1 20211,172$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
InstitutionSharesValue% of portfolioChange in sharesAction
Turtle Creek Wealth Advisors, LLC0$00.00%−333−100.0%Sold out
Pacifica Partners Inc.0$00.00%−322−100.0%Sold out
EdgeRock Capital LLC0$00.00%−266−100.0%Sold out
Bourgeon Capital Management LLC0$00.00%−267−100.0%Sold out
Thompson Siegel & Walmsley LLC0$00.00%−234−100.0%Sold out
Old Second National Bank of Aurora0$00.00%−216−100.0%Sold out
Gould Capital, LLC0$00.00%−211−100.0%Sold out
Dividend Assets Capital, LLC0$00.00%−207−100.0%Sold out
Northwest Financial Advisors0$00.00%−166−100.0%Sold out
DT Investment Partners, LLC0$00.00%−144−100.0%Sold out
Global Wealth Management Investment Advisory, Inc.0$00.00%−120−100.0%Sold out
Lee Financial Co0$00.00%−103−100.0%Sold out
Loomis Sayles & Co L P0$00.00%−63−100.0%Sold out
McGlone Suttner Wealth Management, Inc.0$00.00%−34−100.0%Sold out
One River Asset Management, LLC0$00.00%−33−100.0%Sold out
Long Island Wealth Management, Inc.0$00.00%−31−100.0%Sold out
Livelsberger Financial Advisory0$00.00%−26−100.0%Sold out
Planned Solutions, Inc.0$00.00%−20−100.0%Sold out
West Tower Group, LLC0$00.00%−20−100.0%Sold out
Able Wealth Management LLC0$00.00%−12−100.0%Sold out
Vaughan Nelson Investment Management, L.P.0$00.00%−12−100.0%Sold out
Cordant, Inc.0$00.00%−7−100.0%Sold out
Delos Wealth Advisors, LLC0$00.00%−7−100.0%Sold out
Ables, Iannone, Moore & Associates, Inc.0$00.00%−4−100.0%Sold out
Aware Super Pty Ltd as trustee of Aware Super––––Not filed
Bartlett & Co. LLC––––Not filed
Lee Danner & Bass Inc––––Not filed
Focus Financial Network Inc––––Not filed
Sawtooth Solutions, LLC––––Not filed
DFPG Investments, LLC––––Not filed
Wealthsource Partners, LLC––––Not filed
Baystate Wealth Management LLC––––Not filed
Desjardins Global Asset Management Inc.––––Not filed
Golden State Equity Partners––––Not filed
Wade G W & Inc––––Not filed
Moreno Evelyn V––––Not filed
Strategic Investment Solutions, Inc.––––Not filed
Spartan Planning & Wealth Management––––Not filed
Nalls Sherbakoff Group, LLC––––Not filed
Hobbs Group Advisors, LLC––––Not filed
Coppell Advisory Solutions LLC––––Not filed