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 |
|---|---|---|---|---|---|
| Proficio Capital Partners LLC | 1,596 | $367.2K | 0.04% | +64+4.2% | Added |
| Legacy Private Trust Co. | 1,603 | $368.9K | 0.03% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 1,605 | $369.4K | 0.07% | 00.0% | Unchanged |
| Dearborn Partners LLC | 1,612 | $371.0K | 0.02% | +225+16.2% | Added |
| Csenge Advisory Group | 1,613 | $371.2K | 0.02% | +11+0.7% | Added |
| Brookstone Capital Management | 1,630 | $375.2K | 0.01% | +227+16.2% | Added |
| Scientech Research LLC | 1,633 | $375.8K | 0.20% | +1,633 | New |
| Lakeview Capital Partners, LLC | 1,635 | $376.2K | 0.06% | −2−0.1% | Reduced |
| Smith, Moore & Co. | 1,635 | $376.3K | 0.04% | −150−8.4% | Reduced |
| WSFS Capital Management, LLC | 1,635 | $376.3K | 0.02% | −60−3.5% | Reduced |
| Fiduciary Group LLC | 1,649 | $379.5K | 0.04% | −67−3.9% | Reduced |
| Patrick M Sweeney & Associates, Inc | 1,651 | $380.0K | 0.31% | +65+4.1% | Added |
| Summit Trail Advisors, LLC | 1,657 | $381.3K | 0.01% | +406+32.5% | Added |
| Dechtman Wealth Management, LLC | 1,660 | $382.0K | 0.09% | +9+0.5% | Added |
| Concurrent Investment Advisors, LLC | 1,663 | $382.6K | 0.02% | +143+9.4% | Added |
| Charter Trust Co | 1,666 | $383.4K | 0.03% | 00.0% | Unchanged |
| Investors Research Corp | 1,672 | $384.8K | 0.09% | −215−11.4% | Reduced |
| Destination Wealth Management | 1,686 | $388.0K | 0.01% | −1,146−40.5% | Reduced |
| Neville Rodie & Shaw Inc | 1,700 | $391.0K | 0.03% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 1,702 | $391.7K | 0.01% | +131+8.3% | Added |
| PDS Planning, Inc | 1,716 | $394.9K | 0.04% | +67+4.1% | Added |
| Drive Wealth Management, LLC | 1,723 | $396.6K | 0.11% | +41+2.4% | Added |
| Pavion Blue Capital, LLC | 1,724 | $396.8K | 0.20% | 00.0% | Unchanged |
| BFSG, LLC | 1,739 | $400.2K | 0.05% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 1,753 | $403.4K | 0.23% | +61+3.6% | Added |
| ForthRight Wealth Management, LLC | 1,754 | $403.7K | 0.14% | −308−14.9% | Reduced |
| Flagship Harbor Advisors, LLC | 1,765 | $406.1K | 0.03% | +119+7.2% | Added |
| Evermay Wealth Management LLC | 1,770 | $407.3K | 0.06% | −2−0.1% | Reduced |
| Principal Securities, Inc. | 1,772 | $407.8K | 0.01% | +418+30.9% | Added |
| Geller Advisors LLC | 1,777 | $409.0K | 0.03% | +13+0.7% | Added |
| CWA Asset Management Group, LLC | 1,784 | $410.6K | 0.02% | +6+0.3% | Added |
| Trust Point Inc. | 1,800 | $414.3K | 0.03% | +475+35.8% | Added |
| Busey Wealth Management | 1,806 | $415.6K | 0.01% | −119−6.2% | Reduced |
| Peak Asset Management, LLC | 1,814 | $417.5K | 0.08% | −200−9.9% | Reduced |
| Mountain Pacific Investment Advisers Inc | 1,820 | $418.9K | 0.02% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 1,821 | $419.1K | 0.08% | +141+8.4% | Added |
| Central Valley Advisors, LLC | 1,825 | $420.0K | 0.22% | −13−0.7% | Reduced |
| Cahaba Wealth Management, Inc. | 1,832 | $421.5K | 0.04% | 00.0% | Unchanged |
| Fullerton Fund Management Co Ltd. | 1,833 | $421.8K | 0.02% | +1,833 | New |
| Donaldson Capital Management, LLC | 1,845 | $424.7K | 0.02% | +57+3.2% | Added |
| Edge Capital Group, LLC | 1,860 | $428.0K | 0.02% | +26+1.4% | Added |
| Quotient Wealth Partners, LLC | 1,867 | $429.6K | 0.02% | +1,867 | New |
| Empirical Asset Management, LLC | 1,867 | $429.7K | 0.21% | +1,867 | New |
| Stockman Wealth Management, Inc. | 1,869 | $430.1K | 0.08% | +7+0.4% | Added |
| Parkside Financial Bank & Trust | 1,874 | $431.3K | 0.07% | +90+5.0% | Added |
| Evergreen Wealth Solutions, LLC | 1,875 | $431.4K | 0.32% | −190−9.2% | Reduced |
| GAMMA Investing LLC | 1,876 | $431.7K | 0.09% | +422+29.0% | Added |
| Axq Capital, LP | 1,900 | $437.3K | 0.10% | +1,900 | New |
| First American Trust, FSB | 1,900 | $437.3K | 0.05% | +1,900 | New |
| Atomi Financial Group, Inc. | 1,905 | $438.4K | 0.04% | +325+20.6% | Added |
| Clarius Group, LLC | 1,906 | $438.6K | 0.03% | −119−5.9% | Reduced |
| First Trust Investment Solutions L.P. | 1,909 | $439.4K | 0.08% | −4,443−69.9% | Reduced |
| Girard Partners Ltd. | 1,915 | $440.7K | 0.04% | −37−1.9% | Reduced |
| Mesirow Financial Investment Management, Inc. | 1,917 | $441.0K | 0.01% | +1,917 | New |
| Nomura Holdings Inc | 1,917 | $441.2K | 0.00% | −2,673−58.2% | Reduced |
| Spinnaker Trust | 1,919 | $441.6K | 0.03% | +14+0.7% | Added |
| Valley Brook Capital Group | 1,927 | $443.5K | 0.35% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 1,928 | $443.7K | 0.02% | +183+10.5% | Added |
| Evergreen Capital Management LLC | 1,933 | $444.9K | 0.02% | +37+2.0% | Added |
| Dana Investment Advisors, Inc. | 1,934 | $445.1K | 0.01% | −548−22.1% | Reduced |
| Marco Investment Management LLC | 1,936 | $445.6K | 0.04% | +1+0.1% | Added |
| Mechanics Bank Trust Department | 1,938 | $446.0K | 0.07% | +38+2.0% | Added |
| Northeast Investment Management | 1,942 | $446.9K | 0.02% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 1,944 | $447.4K | 0.08% | +1,944 | New |
| First National Corp | 2,357 | $449.0K | 0.11% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 1,952 | $449.2K | 0.12% | 00.0% | Unchanged |
| Wintrust Investments LLC | 1,957 | $450.0K | 0.04% | +5+0.3% | Added |
| Defined Wealth Management, LLC | 1,965 | $452.2K | 0.32% | +4+0.2% | Added |
| Athena Investment Management | 1,966 | $452.5K | 0.27% | 00.0% | Unchanged |
| Vicus Capital | 1,966 | $452.5K | 0.04% | +1,966 | New |
| MONECO Advisors, LLC | 1,974 | $454.3K | 0.07% | −27−1.3% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 1,977 | $455.0K | 0.04% | −19,482−90.8% | Reduced |
| Robertson Stephens Wealth Management, LLC | 1,984 | $456.6K | 0.02% | −1−0.1% | Reduced |
| Invesco, LLC | 1,988 | $457.5K | 0.19% | −620−23.8% | Reduced |
| Level Four Advisory Services, LLC | 2,433 | $463.5K | 0.03% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 2,015 | $463.7K | 0.26% | 00.0% | Unchanged |
| Stegent Equity Advisors, Inc. | 2,015 | $463.7K | 0.47% | +2,015 | New |
| Fortis Group Advisors, LLC | 2,024 | $465.8K | 0.09% | −15−0.7% | Reduced |
| Ledyard National Bank | 2,024 | $465.8K | 0.05% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 2,027 | $466.5K | 0.13% | +2,000+7,407.4% | Added |
| Boston Trust Walden Corp | 2,028 | $466.7K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 2,030 | $467.2K | 0.05% | +21+1.0% | Added |
| Oberweis Asset Management Inc | 2,036 | $468.6K | 0.03% | −30−1.5% | Reduced |
| First Affirmative Financial Network | 2,038 | $469.0K | 0.35% | −135−6.2% | Reduced |
| Diligent Investors, LLC | 2,056 | $473.2K | 0.12% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 2,066 | $475.5K | 0.28% | +10.0% | Added |
| SeaCrest Wealth Management, LLC | 2,068 | $475.9K | 0.06% | −438−17.5% | Reduced |
| Wedmont Private Capital | 2,126 | $475.9K | 0.03% | +258+13.8% | Added |
| Northcape Wealth Management, LLC | 2,100 | $483.3K | 0.18% | −400−16.0% | Reduced |
| Evernest Financial Advisors, LLC | 2,271 | $486.1K | 0.23% | +16+0.7% | Added |
| Empower Advisory Group, LLC | 2,115 | $486.7K | 0.00% | +1,002+90.0% | Added |
| Chesapeake Asset Management LLC | 2,137 | $491.8K | 0.49% | −1,123−34.4% | Reduced |
| Berger Financial Group, Inc | 2,149 | $494.5K | 0.04% | −23,969−91.8% | Reduced |
| Seamount Financial Group Inc | 2,154 | $495.7K | 0.43% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,155 | $496.1K | 0.05% | +91+4.4% | Added |
| Veracity Capital LLC | 2,156 | $496.2K | 0.19% | +251+13.2% | Added |
| RMB Capital Management, LLC | 2,161 | $497.4K | 0.01% | +880+68.7% | Added |
| Great Valley Advisor Group, Inc. | 2,161 | $497.8K | 0.02% | +72+3.4% | Added |
| PFG Advisors | 2,165 | $498.4K | 0.04% | +941+76.9% | Added |
| Fisher Asset Management, LLC | 2,178 | $501.4K | 0.00% | +352+19.3% | Added |