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 |
|---|---|---|---|---|---|
| MV Capital Management, Inc. | 973 | $223.9K | 0.03% | +2+0.2% | Added |
| Morningstar Investment Services LLC | 980 | $224.0K | 0.00% | −571−36.8% | Reduced |
| Convergence Investment Partners, LLC | 972 | $224.0K | 0.09% | +972 | New |
| CPA Asset Management LLC | 974 | $224.2K | 0.13% | +974 | New |
| Financial Advocates Investment Management | 980 | $225.6K | 0.01% | +980 | New |
| Global Strategic Investment Solutions, LLC | 985 | $226.7K | 0.03% | +985 | New |
| Kowal Investment Group, LLC | 985 | $226.7K | 0.05% | +985 | New |
| Invictus Private Wealth, LLC | 986 | $226.9K | 0.02% | +986 | New |
| Camden Capital, LLC | 988 | $227.3K | 0.02% | +988 | New |
| Sovereign Financial Group, Inc. | 988 | $227.4K | 0.06% | +988 | New |
| Legacy Edge Advisors, LLC | 992 | $228.3K | 0.05% | +992 | New |
| Financial Council Asset Management Inc | 994 | $228.8K | 0.14% | +994 | New |
| Pin Oak Investment Advisors Inc | 997 | $229.0K | 0.22% | 00.0% | Unchanged |
| Sageworth Trust Co | 998 | $229.7K | 0.01% | +998 | New |
| Schaper Benz & Wise Investment Counsel Inc | 1,000 | $230.1K | 0.02% | +1,000 | New |
| Charles Schwab Trust Co | 1,000 | $230.1K | 0.02% | +1,000 | New |
| Signature Wealth Management Partners, LLC | 1,000 | $230.1K | 0.19% | +1,000 | New |
| Legal Advantage Investments, Inc. | 1,000 | $230.1K | 0.13% | +1,000 | New |
| Red Wave Investments LLC | 1,000 | $230.1K | 0.09% | +1,000 | New |
| Mill Capital Management, LLC | 1,000 | $230.1K | 0.02% | +1,000 | New |
| Ruggaard & Associates LLC | 1,000 | $230.1K | 0.11% | +1,000 | New |
| Quantum Financial Advisors, LLC | 1,001 | $230.4K | 0.04% | +1,001 | New |
| Baron Wealth Management LLC | 1,001 | $230.4K | 0.12% | +1,001 | New |
| Legacy Financial Advisors, Inc. | 1,008 | $232.0K | 0.04% | +1,008 | New |
| Obermeyer Wood Investment Counsel, LLLP | 1,013 | $233.1K | 0.01% | +1,013 | New |
| Old Mission Investment Co LLC | 1,013 | $233.1K | 0.08% | +1,013 | New |
| Glen Eagle Advisors, LLC | 1,017 | $234.1K | 0.04% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 1,019 | $234.5K | 0.01% | +1,019 | New |
| Custom Index Systems, LLC | 1,023 | $235.4K | 0.13% | −745−42.1% | Reduced |
| HCR Wealth Advisors | 1,023 | $235.4K | 0.04% | +1,023 | New |
| Next Capital Management LLC | 1,029 | $236.8K | 0.10% | +1,029 | New |
| IFP Advisors, Inc | 1,030 | $236.9K | 0.01% | +28+2.8% | Added |
| Cahill Financial Advisors Inc | 1,032 | $237.5K | 0.03% | +1,032 | New |
| Gateway Advisory, LLC | 1,035 | $238.1K | 0.04% | +1,035 | New |
| Jarislowsky, Fraser Ltd | 1,040 | $239.3K | 0.00% | +1,040 | New |
| Sage Mountain Advisors LLC | 1,043 | $240.0K | 0.02% | +1,043 | New |
| Abn Amro Investment Solutions | 1,044 | $240.3K | 0.00% | +1,044 | New |
| Pensionmark Financial Group, LLC | 1,046 | $240.7K | 0.03% | +1,046 | New |
| Shulman DeMeo Asset Management LLC | 1,047 | $241.0K | 0.06% | +1,047 | New |
| Avestar Capital, LLC | 1,047 | $242.0K | 0.03% | +1,047 | New |
| Exchange Traded Concepts, LLC | 1,052 | $242.1K | 0.01% | −2,500−70.4% | Reduced |
| Pettee Investors, Inc. | 1,059 | $243.7K | 0.10% | 00.0% | Unchanged |
| Patten & Patten Inc | 1,062 | $244.5K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 1,065 | $245.1K | 0.06% | 00.0% | Unchanged |
| Centennial Bank | 1,066 | $245.3K | 0.13% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 1,153 | $246.1K | 0.04% | −30−2.5% | Reduced |
| Baxter Bros Inc | 1,071 | $246.5K | 0.03% | −100−8.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,074 | $247.2K | 0.04% | −2−0.2% | Reduced |
| Childress Capital Advisors, LLC | 1,078 | $248.1K | 0.07% | −120−10.0% | Reduced |
| Central Pacific Bank - Trust Division | 1,093 | $249.4K | 0.03% | +1,093 | New |
| Alpha DNA Investment Management LLC | 1,085 | $249.7K | 0.14% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 1,172 | $249.8K | 0.07% | +2+0.2% | Added |
| Alpha Cubed Investments, LLC | 1,088 | $250.4K | 0.01% | −878−44.7% | Reduced |
| Willner & Heller, LLC | 1,090 | $250.9K | 0.25% | +5+0.5% | Added |
| Everpar Advisors LLC | 1,099 | $252.9K | 0.15% | −548−33.3% | Reduced |
| Blume Capital Management, Inc. | 1,100 | $253.2K | 0.06% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 1,100 | $253.2K | 0.16% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 1,110 | $254.0K | 0.03% | −130−10.5% | Reduced |
| Farmers & Merchants Investments Inc | 1,108 | $255.0K | 0.01% | 00.0% | Unchanged |
| Oak Thistle LLC | 1,109 | $255.2K | 0.23% | +1,109 | New |
| Main Street Financial Solutions, LLC | 1,118 | $257.4K | 0.03% | +1,118 | New |
| NDVR, Inc. | 1,122 | $258.2K | 0.25% | +1,122 | New |
| Capital Advisory Group Advisory Services, LLC | 1,132 | $260.5K | 0.12% | +10+0.9% | Added |
| GeoWealth Management, LLC | 1,137 | $261.7K | 0.01% | +554+95.0% | Added |
| EagleClaw Capital Managment, LLC | 1,146 | $263.7K | 0.05% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,153 | $265.4K | 0.03% | −50−4.2% | Reduced |
| Cobblestone Capital Advisors LLC | 1,157 | $266.3K | 0.02% | 00.0% | Unchanged |
| Apella Capital, LLC | 1,190 | $266.4K | 0.01% | +18+1.5% | Added |
| Sage Rhino Capital LLC | 1,160 | $267.0K | 0.06% | −26−2.2% | Reduced |
| Lake Street Financial LLC | 1,163 | $267.7K | 0.04% | −33−2.8% | Reduced |
| Rathbone Brothers plc | 1,166 | $268.3K | 0.00% | +1,166 | New |
| Marino, Stram & Associates LLC | 1,172 | $269.7K | 0.06% | 00.0% | Unchanged |
| Sippican Capital Advisors | 1,172 | $269.7K | 0.21% | −600−33.9% | Reduced |
| Wealthspan Partners, LLC | 1,183 | $272.3K | 0.16% | +20+1.7% | Added |
| New Potomac Partners, LLC | 1,184 | $272.5K | 0.15% | −260−18.0% | Reduced |
| 9258 Wealth Management, LLC | 1,190 | $273.9K | 0.04% | −711−37.4% | Reduced |
| IVC Wealth Advisors LLC | 1,190 | $273.9K | 0.16% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,192 | $274.4K | 0.01% | +267+28.9% | Added |
| Means Investment Co., Inc. | 1,196 | $275.3K | 0.04% | +1,196 | New |
| Wealth Architects, LLC | 1,198 | $275.7K | 0.04% | +4+0.3% | Added |
| Skopos Labs, Inc. | 1,209 | $275.8K | 0.12% | −78−6.1% | Reduced |
| Sentry Investment Management LLC | 1,200 | $276.0K | 0.11% | 00.0% | Unchanged |
| Cape Ann Savings Bank | 1,200 | $276.2K | 0.17% | 00.0% | Unchanged |
| Builder Investment Group Inc | 1,200 | $276.2K | 0.08% | 00.0% | Unchanged |
| EHP Funds Inc. | 1,200 | $276.2K | 0.19% | +1,200 | New |
| Capital Investment Advisors, LLC | 1,207 | $277.8K | 0.01% | −122−9.2% | Reduced |
| CRA Financial Services, LLC | 1,215 | $279.6K | 0.06% | 00.0% | Unchanged |
| Laffer Tengler Investments | 1,217 | $280.1K | 0.07% | 00.0% | Unchanged |
| Ariston Services Group | 1,220 | $280.8K | 0.27% | 00.0% | Unchanged |
| Legacy Trust | 1,225 | $281.9K | 0.07% | −18−1.4% | Reduced |
| Boothbay Fund Management, LLC | 1,225 | $281.9K | 0.01% | +1,225 | New |
| SPC Financial, Inc. | 1,226 | $282.2K | 0.03% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1,229 | $282.8K | 0.09% | +18+1.5% | Added |
| Liberty Capital Management, Inc. | 1,230 | $283.1K | 0.07% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 1,231 | $283.3K | 0.21% | −763−38.3% | Reduced |
| Segment Wealth Management, LLC | 1,234 | $284.0K | 0.02% | +1,234 | New |
| Santori & Peters | 1,236 | $284.5K | 0.12% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 1,242 | $285.8K | 0.22% | +1,242 | New |
| Chicago Partners Investment Group LLC | 1,335 | $286.2K | 0.01% | +94+7.6% | Added |
| Advisors Management Group Inc | 1,249 | $287.0K | 0.07% | −533−29.9% | Reduced |