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; 1,869 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fortitude Family Office, LLC | 112 | $25.8K | 0.02% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 114 | $26.2K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 115 | $26.5K | 0.02% | −2−1.7% | Reduced |
| Riggs Asset Managment Co. Inc. | 115 | $26.5K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 116 | $26.7K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 119 | $27.4K | 0.01% | +13+12.3% | Added |
| Larson Financial Group LLC | 124 | $28.6K | 0.00% | −200−61.7% | Reduced |
| West Branch Capital LLC | 125 | $28.8K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 138 | $31.8K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 139 | $32.0K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 143 | $32.9K | 0.01% | +143 | New |
| Trust Co | 144 | $33.1K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 148 | $34.1K | 0.00% | −700−82.5% | Reduced |
| Duncker Streett & Co Inc | 149 | $34.4K | 0.01% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 150 | $34.5K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 150 | $34.5K | 0.02% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 150 | $34.5K | 0.01% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 162 | $34.5K | 0.00% | +4+2.5% | Added |
| Pathway Financial Advisers, LLC | 151 | $34.8K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 152 | $35.0K | 0.01% | −139−47.8% | Reduced |
| Beacon Capital Management, LLC | 155 | $35.7K | 0.01% | +66+74.2% | Added |
| First Command Advisory Services, Inc. | 158 | $36.4K | 0.00% | 00.0% | Unchanged |
| American National Bank | 160 | $36.8K | 0.00% | −260−61.9% | Reduced |
| Northwest Capital Management Inc | 165 | $38.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 168 | $38.6K | 0.00% | +21+14.3% | Added |
| SJS Investment Consulting Inc. | 170 | $39.1K | 0.01% | +4+2.4% | Added |
| Institutional & Family Asset Management, LLC | 171 | $39.4K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 175 | $40.3K | 0.00% | −11−5.9% | Reduced |
| VisionPoint Advisory Group, LLC | 180 | $41.4K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 180 | $41.4K | 0.00% | −70−28.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 183 | $42.1K | 0.02% | −472−72.1% | Reduced |
| Opal Wealth Advisors, LLC | 184 | $42.3K | 0.01% | +184 | New |
| Nemes Rush Group LLC | 185 | $42.6K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 188 | $43.3K | 0.02% | −37−16.4% | Reduced |
| Tributary Capital Management, LLC | 194 | $44.6K | 0.00% | +194 | New |
| First PREMIER Bank | 199 | $46.0K | 0.01% | +29+17.1% | Added |
| FNY Investment Advisers, LLC | 200 | $46.0K | 0.03% | +200 | New |
| McIlrath & Eck, LLC | 200 | $46.0K | 0.01% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 200 | $46.0K | 0.03% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 202 | $46.5K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 203 | $46.6K | 0.00% | +71+53.8% | Added |
| Private Wealth Management Group, LLC | 204 | $46.9K | 0.02% | −1−0.5% | Reduced |
| Glass Jacobson Investment Advisors llc | 205 | $47.2K | 0.02% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 209 | $48.1K | 0.04% | +209 | New |
| Edmond de Rothschild Holding S.A. | 221 | $50.9K | 0.00% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 226 | $52.0K | 0.00% | 00.0% | Unchanged |
| Motco | 231 | $53.2K | 0.00% | +15+6.9% | Added |
| Venturi Wealth Management, LLC | 239 | $55.0K | 0.00% | +101+73.2% | Added |
| Piscataqua Savings Bank | 241 | $55.5K | 0.05% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 247 | $56.8K | 0.02% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 260 | $57.1K | 0.01% | −9,041−97.2% | Reduced |
| Quarry LP | 249 | $57.3K | 0.02% | +78+45.6% | Added |
| Covestor Ltd | 262 | $60.0K | 0.04% | −2−0.8% | Reduced |
| Tyler-Stone Wealth Management | 264 | $60.8K | 0.03% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 278 | $64.0K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 279 | $64.2K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 280 | $64.4K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Advisors | 282 | $64.8K | 0.01% | +67+31.2% | Added |
| Vestor Capital, LLC | 282 | $65.0K | 0.01% | −111−28.2% | Reduced |
| Financial Perspectives, Inc | 290 | $66.7K | 0.03% | −54−15.7% | Reduced |
| Valued Wealth Advisors LLC | 301 | $69.3K | 0.05% | +93+44.7% | Added |
| Bell Investment Advisors, Inc | 305 | $70.2K | 0.01% | +1+0.3% | Added |
| Capital Advisors, Ltd. LLC | 309 | $71.0K | 0.01% | +4+1.3% | Added |
| Peoples Financial Services Corp. | 309 | $71.1K | 0.03% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 321 | $73.9K | 0.02% | −9−2.7% | Reduced |
| RE Dickinson Investment Advisors, LLC | 325 | $75.0K | 0.05% | 00.0% | Unchanged |
| Main Street Group, LTD | 335 | $77.1K | 0.03% | +254+313.6% | Added |
| Washington Trust Advisors, Inc. | 340 | $78.2K | 0.01% | +1+0.3% | Added |
| Central Bank & Trust Co | 340 | $78.2K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 343 | $78.3K | 0.15% | −294−46.2% | Reduced |
| Rogco, LP | 343 | $78.9K | 0.03% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 345 | $79.4K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 356 | $81.9K | 0.01% | +356 | New |
| Norwood Financial Corp | 360 | $82.8K | 0.12% | +50+16.1% | Added |
| Prestige Wealth Management Group LLC | 361 | $83.1K | 0.02% | −74−17.0% | Reduced |
| First United Bank Trust | 364 | $83.8K | 0.03% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 371 | $84.9K | 0.02% | +268+260.2% | Added |
| Hexagon Capital Partners LLC | 372 | $85.6K | 0.02% | +77+26.1% | Added |
| Trifecta Capital Advisors, LLC | 372 | $85.6K | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 381 | $87.7K | 0.04% | 00.0% | Unchanged |
| Addison Advisors LLC | 381 | $87.7K | 0.03% | +50+15.1% | Added |
| Global Trust Asset Management, LLC | 385 | $88.6K | 0.04% | +1+0.3% | Added |
| CVA Family Office, LLC | 395 | $90.9K | 0.02% | +2+0.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 407 | $93.6K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 413 | $95.0K | 0.01% | +164+65.9% | Added |
| Old Point Trust & Financial Services N A | 420 | $96.7K | 0.04% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 422 | $97.1K | 0.01% | +24+6.0% | Added |
| S.A. Mason LLC | 465 | $107.0K | 0.06% | +465 | New |
| TCTC Holdings, LLC | 469 | $107.9K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 478 | $110.0K | 0.00% | +478 | New |
| First Foundation Advisors | 498 | $114.6K | 0.00% | −1−0.2% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 499 | $114.8K | 0.22% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 500 | $115.1K | 0.06% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 503 | $115.8K | 0.01% | +500+16,666.7% | Added |
| North Star Investment Management Corp. | 505 | $116.2K | 0.01% | +444+727.9% | Added |
| Sound Income Strategies, LLC | 505 | $116.3K | 0.01% | +27+5.6% | Added |
| Indiana Trust & Investment Management CO | 507 | $116.7K | 0.05% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 515 | $118.5K | 0.04% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 572 | $121.3K | 0.01% | +57+11.1% | Added |
| CGC Financial Services, LLC | 536 | $123.4K | 0.06% | 00.0% | Unchanged |