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 |
|---|---|---|---|---|---|
| Tompkins Financial Corp | 540 | $124.3K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 541 | $124.4K | 0.07% | 00.0% | Unchanged |
| City Holding Co | 546 | $125.7K | 0.02% | −25−4.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 548 | $126.2K | 0.02% | −27−4.7% | Reduced |
| Massmutual Trust Co FSB | 561 | $129.1K | 0.00% | +50+9.8% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 569 | $130.9K | 0.03% | +569 | New |
| Raffa Wealth Management, LLC | 573 | $131.9K | 0.04% | +536+1,448.6% | Added |
| Atwood & Palmer Inc | 573 | $131.9K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 587 | $135.1K | 0.11% | +112+23.6% | Added |
| Bray Capital Advisors | 596 | $137.2K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 599 | $137.9K | 0.07% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 614 | $141.3K | 0.06% | +1+0.2% | Added |
| FIL Ltd | 621 | $142.9K | 0.00% | −18,737−96.8% | Reduced |
| Estabrook Capital Management | 622 | $143.1K | 0.02% | −6−1.0% | Reduced |
| Dougherty Wealth Advisers LLC | 628 | $144.5K | 0.13% | 00.0% | Unchanged |
| Adirondack Trust Co | 630 | $145.0K | 0.06% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 632 | $145.4K | 0.04% | −11−1.7% | Reduced |
| Harvest Fund Management Co., Ltd | 639 | $147.0K | 0.01% | +639 | New |
| Clean Yield Group | 650 | $149.6K | 0.06% | 00.0% | Unchanged |
| Monetary Management Group Inc | 650 | $149.6K | 0.04% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 700 | $150.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 653 | $150.3K | 0.00% | +432+195.5% | Added |
| Johnson Financial Group, Inc. | 690 | $159.2K | 0.01% | +481+230.1% | Added |
| Alta Advisers Ltd | 700 | $161.1K | 0.08% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 732 | $168.6K | 0.02% | 00.0% | Unchanged |
| Horizons Wealth Management | 896 | $170.7K | 0.11% | 00.0% | Unchanged |
| Field & Main Bank | 743 | $171.0K | 0.07% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 743 | $171.0K | 0.06% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 750 | $172.6K | 0.04% | 00.0% | Unchanged |
| RFP Financial Group LLC | 1,021 | $180.9K | 0.07% | +21+2.1% | Added |
| CNB Bank | 794 | $182.7K | 0.09% | −31−3.8% | Reduced |
| Global Financial Private Client, LLC | 834 | $190.3K | 0.08% | +34+4.3% | Added |
| Salem Investment Counselors Inc | 839 | $193.1K | 0.01% | −30−3.5% | Reduced |
| Brown Brothers Harriman & Co | 841 | $193.5K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 845 | $194.5K | 0.18% | 00.0% | Unchanged |
| Valley National Advisers Inc | 855 | $196.0K | 0.03% | −74−8.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 857 | $197.2K | 0.07% | +67+8.5% | Added |
| Pflug Koory, LLC | 868 | $199.8K | 0.10% | −15−1.7% | Reduced |
| Security National Bank of So Dak | 870 | $200.2K | 0.12% | +870 | New |
| Allianz SE | 870 | $200.2K | 0.01% | +870 | New |
| Lebenthal Global Advisors, LLC | 871 | $200.5K | 0.04% | +871 | New |
| Ellevest, Inc. | 872 | $200.7K | 0.01% | +872 | New |
| Winning Points Advisors, LLC | 1,056 | $201.2K | 0.31% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 876 | $201.6K | 0.12% | 00.0% | Unchanged |
| Family Firm, Inc. | 876 | $201.7K | 0.05% | +876 | New |
| Oarsman Capital, Inc. | 877 | $201.8K | 0.05% | +877 | New |
| Prelude Capital Management, LLC | 878 | $202.1K | 0.01% | +878 | New |
| Magnus Financial Group LLC | 879 | $202.3K | 0.02% | +879 | New |
| Gries Financial LLC | 882 | $203.0K | 0.03% | +882 | New |
| Abbrea Capital, LLC | 881 | $203.0K | 0.03% | +881 | New |
| Fukoku Mutual Life Insurance Co | 886 | $203.9K | 0.02% | −250−22.0% | Reduced |
| Pure Financial Advisors, Inc. | 887 | $204.2K | 0.01% | +887 | New |
| Paces Ferry Wealth Advisors, LLC | 888 | $204.4K | 0.13% | +888 | New |
| Parisi Gray Wealth Management | 889 | $204.6K | 0.08% | +889 | New |
| Touchstone Capital, Inc. | 893 | $205.5K | 0.26% | +893 | New |
| D L Carlson Investment Group Inc | 895 | $206.0K | 0.04% | −265−22.8% | Reduced |
| Northern Oak Wealth Management Inc | 895 | $206.0K | 0.02% | +895 | New |
| StoneX Group Inc. | 895 | $206.0K | 0.02% | −338−27.4% | Reduced |
| Linscomb & Williams, Inc. | 896 | $206.1K | 0.01% | +896 | New |
| Boston Family Office LLC | 900 | $207.0K | 0.01% | +900 | New |
| Eudaimonia Partners, LLC | 909 | $209.2K | 0.05% | +909 | New |
| Narus Financial Partners, LLC | 910 | $209.4K | 0.09% | +910 | New |
| Connectus Wealth, LLC | 911 | $209.7K | 0.01% | +911 | New |
| Zacks Investment Management | 912 | $209.8K | 0.00% | +912 | New |
| BNC Wealth Management, LLC | 912 | $209.9K | 0.09% | +912 | New |
| Hamilton Capital, LLC | 914 | $210.3K | 0.02% | +914 | New |
| Highland Capital Management, LLC | 915 | $210.6K | 0.01% | +915 | New |
| Keebeck Alpha, LP | 915 | $210.6K | 0.14% | +915 | New |
| St Germain D J Co Inc | 916 | $210.8K | 0.01% | +40+4.6% | Added |
| Eagle Bay Advisors LLC | 921 | $212.0K | 0.13% | −217−19.1% | Reduced |
| Lodestar Private Asset Management LLC | 925 | $212.9K | 0.03% | +925 | New |
| Secured Retirement Advisors, LLC | 926 | $213.1K | 0.18% | +926 | New |
| Farther Finance Advisors, LLC | 933 | $213.1K | 0.01% | +149+19.0% | Added |
| First Western Trust Bank | 927 | $213.3K | 0.01% | +927 | New |
| Madrona Financial Services, LLC | 929 | $213.8K | 0.07% | +929 | New |
| Penn Davis McFarland Inc | 933 | $214.7K | 0.03% | −411−30.6% | Reduced |
| Focused Wealth Management, Inc | 934 | $214.8K | 0.03% | +3+0.3% | Added |
| Bryn Mawr Trust Co | 937 | $215.6K | 0.01% | +937 | New |
| Ironwood Financial, llc | 938 | $215.9K | 0.05% | +938 | New |
| Mystic Asset Management, Inc. | 942 | $216.8K | 0.09% | +942 | New |
| McLean Asset Management Corp | 969 | $216.9K | 0.07% | +969 | New |
| Brendel Financial Advisors LLC | 944 | $217.0K | 0.25% | +944 | New |
| Callan Capital, LLC | 944 | $217.3K | 0.02% | +944 | New |
| Perpetual Ltd | 944 | $217.3K | 0.00% | +944 | New |
| Edmp, Inc. | 945 | $217.5K | 0.18% | +945 | New |
| Catalyst Financial Partners LLC | 1,055 | $217.9K | 0.06% | +1,055 | New |
| Core Alternative Capital | 949 | $218.4K | 0.04% | +190+25.0% | Added |
| Logan Capital Management Inc | 950 | $218.6K | 0.01% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 953 | $219.3K | 0.05% | +953 | New |
| Aprio Wealth Management, LLC | 954 | $219.6K | 0.04% | +954 | New |
| Crawford Investment Counsel Inc | 963 | $221.7K | 0.00% | +963 | New |
| Tortoise Investment Management, LLC | 964 | $221.8K | 0.03% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 966 | $222.3K | 0.02% | +966 | New |
| Fifth Third Wealth Advisors LLC | 966 | $222.3K | 0.03% | +966 | New |
| Washington Trust Co | 966 | $222.3K | 0.01% | +38+4.1% | Added |
| Washington Trust Bank | 966 | $222.3K | 0.02% | +966 | New |
| Centiva Capital, LP | 969 | $223.0K | 0.01% | +969 | New |
| Ti-Trust, Inc | 970 | $223.2K | 0.16% | +970 | New |
| Good Life Advisors, LLC | 972 | $223.6K | 0.02% | +972 | New |
| One Wealth Advisors, LLC | 972 | $223.7K | 0.04% | +972 | New |