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 |
|---|---|---|---|---|---|
| JJJ Advisors Inc. | 1,249 | $287.4K | 0.06% | +14+1.1% | Added |
| Slocum, Gordon & Co LLP | 1,250 | $287.7K | 0.21% | 00.0% | Unchanged |
| Deerfield Management Company, L.P. (Series C) | 1,251 | $287.9K | 0.01% | +1,251 | New |
| Sloy Dahl & Holst, LLC | 1,252 | $288.1K | 0.07% | −247−16.5% | Reduced |
| SFMG, LLC | 1,259 | $289.7K | 0.02% | +28+2.3% | Added |
| Westpac Banking Corp | 1,269 | $292.0K | 0.02% | +1+0.1% | Added |
| Caldwell Sutter Capital, Inc. | 1,270 | $292.3K | 0.14% | −1−0.1% | Reduced |
| Kapitalo Investimentos Ltda | 1,271 | $292.5K | 0.06% | +1,019+404.4% | Added |
| Live Oak Private Wealth LLC | 1,286 | $296.0K | 0.05% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,290 | $296.9K | 0.01% | +55+4.5% | Added |
| Eagle Ridge Investment Management | 1,291 | $297.1K | 0.03% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 1,299 | $298.9K | 0.05% | 00.0% | Unchanged |
| Old Port Advisors | 1,301 | $299.4K | 0.09% | +65+5.3% | Added |
| Essex Savings Bank | 1,572 | $299.4K | 0.09% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,302 | $299.6K | 0.03% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 1,304 | $300.1K | 0.11% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,305 | $300.3K | 0.03% | +19+1.5% | Added |
| Leonteq Securities AG | 1,309 | $301.3K | 0.04% | +287+28.1% | Added |
| Inscription Capital, LLC | 1,311 | $301.7K | 0.05% | +43+3.4% | Added |
| Northwest Quadrant Wealth Management, LLC | 1,313 | $302.2K | 0.07% | −121−8.4% | Reduced |
| Sunbelt Securities, Inc. | 1,318 | $303.3K | 0.03% | +956+264.1% | Added |
| AE Wealth Management LLC | 1,320 | $303.9K | 0.00% | −5,849−81.6% | Reduced |
| Wealth Effects LLC | 1,321 | $304.1K | 0.11% | −49−3.6% | Reduced |
| Naples Money Management LLC | 1,323 | $304.5K | 0.30% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 1,324 | $304.7K | 0.05% | +1,324 | New |
| Earnest Partners LLC | 1,327 | $305.4K | 0.00% | +7+0.5% | Added |
| Henrickson Nauta Wealth Advisors, Inc. | 1,370 | $307.4K | 0.14% | 00.0% | Unchanged |
| Soundmark Wealth Management, LLC | 1,340 | $308.4K | 0.14% | 00.0% | Unchanged |
| Adviser Investments LLC | 1,341 | $308.6K | 0.00% | −419−23.8% | Reduced |
| Great Waters Wealth Management | 1,343 | $309.2K | 0.05% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 1,345 | $309.5K | 0.06% | −888−39.8% | Reduced |
| TrinityPoint Wealth, LLC | 1,360 | $312.9K | 0.05% | −195−12.5% | Reduced |
| Monument Capital Management | 1,363 | $313.8K | 0.09% | +33+2.5% | Added |
| Crestwood Advisors Group LLC | 1,368 | $314.7K | 0.01% | −19−1.4% | Reduced |
| Moneta Group Investment Advisors LLC | 1,369 | $315.1K | 0.01% | −38−2.7% | Reduced |
| First Nebraska Trust Co | 1,370 | $315.3K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,375 | $316.5K | 0.04% | +226+19.7% | Added |
| Strait & Sound Wealth Management LLC | 1,438 | $316.9K | 0.18% | 00.0% | Unchanged |
| West Family Investments, Inc. | 1,387 | $319.2K | 0.10% | +109+8.5% | Added |
| Calamos Wealth Management LLC | 1,389 | $319.7K | 0.02% | +34+2.5% | Added |
| Altfest L J & Co Inc | 1,391 | $320.0K | 0.05% | +70+5.3% | Added |
| Farmers & Merchants Trust Co of Long Beach | 1,394 | $320.8K | 0.08% | −507−26.7% | Reduced |
| New Hampshire Trust | 1,400 | $322.2K | 0.08% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,406 | $323.6K | 0.02% | −1−0.1% | Reduced |
| Rehmann Capital Advisory Group | 1,407 | $324.0K | 0.02% | +28+2.0% | Added |
| JFS Wealth Advisors, LLC | 1,409 | $324.4K | 0.03% | −50−3.4% | Reduced |
| Catalina Capital Group, LLC | 1,410 | $324.5K | 0.14% | +1,410 | New |
| Wealthcare Advisory Partners LLC | 1,412 | $325.0K | 0.01% | +165+13.2% | Added |
| Cornell Pochily Investment Advisors, Inc. | 1,417 | $326.1K | 0.13% | +4+0.3% | Added |
| CX Institutional | 1,421 | $327.1K | 0.02% | +397+38.8% | Added |
| MKT Advisors LLC | 1,459 | $327.4K | 0.18% | 00.0% | Unchanged |
| Oracle Alpha Inc. | 1,433 | $329.8K | 0.59% | +1,433 | New |
| Sandy Spring Bank | 1,433 | $329.9K | 0.02% | −1−0.1% | Reduced |
| Fairhaven Wealth Management, LLC | 1,444 | $332.3K | 0.11% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,448 | $333.2K | 0.04% | +8+0.6% | Added |
| Hilltop National Bank | 1,454 | $334.6K | 0.11% | +1,454 | New |
| Colonial Trust Co | 1,458 | $335.6K | 0.06% | +20+1.4% | Added |
| Tiemann Investment Advisors, LLC | 1,460 | $336.0K | 0.15% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,460 | $336.0K | 0.06% | 00.0% | Unchanged |
| Advisor OS, LLC | 1,461 | $336.3K | 0.04% | +67+4.8% | Added |
| Intrua Financial, LLC | 1,462 | $336.5K | 0.05% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 1,465 | $337.2K | 0.00% | +1,465 | New |
| Simmons Bank | 1,467 | $337.6K | 0.03% | −64−4.2% | Reduced |
| Advus Financial Partners, LLC | 1,473 | $339.0K | 0.10% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 1,473 | $339.0K | 0.06% | +15+1.0% | Added |
| State of Wyoming | 1,478 | $340.1K | 0.06% | +979+196.2% | Added |
| Rothschild Investment LLC | 1,480 | $340.6K | 0.02% | −301−16.9% | Reduced |
| Windsor Capital Management, LLC | 1,490 | $343.0K | 0.11% | +2+0.1% | Added |
| Eagle Harbor Asset Management Inc | 1,493 | $343.6K | 0.37% | −70−4.5% | Reduced |
| Cornerstone Wealth Management, LLC | 1,494 | $343.8K | 0.03% | +100+7.2% | Added |
| Humankind Investments LLC | 1,494 | $343.8K | 0.09% | −249−14.3% | Reduced |
| All Terrain Financial Advisors, LLC | 1,495 | $344.1K | 0.15% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,816 | $345.9K | 0.01% | −38−2.0% | Reduced |
| AlTi Global, Inc. | 1,505 | $346.4K | 0.01% | +1,505 | New |
| Five Oceans Advisors | 1,508 | $347.1K | 0.18% | −1−0.1% | Reduced |
| West Coast Financial LLC | 1,511 | $347.7K | 0.04% | +302+25.0% | Added |
| Dynamic Wealth Strategies, LLC | 1,511 | $348.0K | 0.30% | +5+0.3% | Added |
| Farmers Trust Co | 1,514 | $348.4K | 0.07% | −9−0.6% | Reduced |
| G2 Capital Management, LLC | 1,516 | $348.9K | 0.11% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 1,516 | $348.9K | 0.02% | 00.0% | Unchanged |
| Carr Financial Group Corp | 1,517 | $349.1K | 0.12% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,518 | $349.4K | 0.12% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 1,522 | $350.0K | 0.18% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 1,521 | $350.0K | 0.03% | −5−0.3% | Reduced |
| Delap Wealth Advisory, LLC | 1,526 | $351.2K | 0.14% | +1,526 | New |
| Advisors Capital Management, LLC | 1,529 | $352.0K | 0.01% | +85+5.9% | Added |
| BLB&B Advisors, LLC | 1,532 | $352.6K | 0.02% | −114−6.9% | Reduced |
| Insigneo Advisory Services, LLC | 1,535 | $353.4K | 0.04% | −291−15.9% | Reduced |
| NBT Bank N A | 1,538 | $354.0K | 0.03% | −19−1.2% | Reduced |
| Heritage Wealth Advisors | 1,541 | $354.6K | 0.02% | +1+0.1% | Added |
| PrairieView Partners, LLC | 1,550 | $357.0K | 0.04% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 1,552 | $357.2K | 0.27% | +1,552 | New |
| Randolph Co Inc | 1,555 | $357.9K | 0.04% | −10−0.6% | Reduced |
| Burke & Herbert Bank & Trust Co | 1,562 | $359.5K | 0.27% | 00.0% | Unchanged |
| Thomasville National Bank | 1,563 | $359.7K | 0.03% | 00.0% | Unchanged |
| Renaissance Group LLC | 1,565 | $360.2K | 0.01% | +57+3.8% | Added |
| Somerville Kurt F | 1,575 | $362.5K | 0.06% | 00.0% | Unchanged |
| Aspiriant, LLC | 1,575 | $362.5K | 0.02% | +231+17.2% | Added |
| Mount Yale Investment Advisors, LLC | 1,583 | $364.3K | 0.03% | −2,337−59.6% | Reduced |
| Mutual Advisors, LLC | 1,587 | $365.1K | 0.01% | +1,587 | New |