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 |
|---|---|---|---|---|---|
| Tudor Investment Corp Et Al | 2,184 | $502.6K | 0.01% | +2,184 | New |
| Williams Jones Wealth Management, LLC. | 2,207 | $507.9K | 0.01% | −15−0.7% | Reduced |
| Opus Capital Group, LLC | 2,209 | $508.0K | 0.07% | −283−11.4% | Reduced |
| Green Square Capital Advisors LLC | 2,217 | $510.2K | 0.07% | 00.0% | Unchanged |
| South State Corp. | 2,239 | $515.3K | 0.04% | +37+1.7% | Added |
| Howland Capital Management LLC | 2,241 | $515.7K | 0.02% | +215+10.6% | Added |
| Guardian Wealth Advisors, LLC | 2,242 | $516.0K | 0.06% | +45+2.0% | Added |
| Keystone Financial Group | 2,252 | $518.3K | 0.08% | +190+9.2% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 2,253 | $518.5K | 0.01% | +75+3.4% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,258 | $519.6K | 0.09% | −33−1.4% | Reduced |
| Hartline Investment Corp | 2,258 | $519.6K | 0.09% | +2,258 | New |
| Appleton Partners Inc | 2,264 | $521.0K | 0.04% | −50−2.2% | Reduced |
| PFG Investments, LLC | 2,286 | $526.2K | 0.03% | +2,286 | New |
| City State Bank | 2,296 | $528.0K | 0.23% | −20−0.9% | Reduced |
| Leavell Investment Management, Inc. | 2,296 | $528.0K | 0.03% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 2,297 | $528.6K | 0.04% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 2,306 | $530.7K | 0.01% | +11+0.5% | Added |
| Lake Street Advisors Group, LLC | 2,306 | $530.7K | 0.02% | +44+1.9% | Added |
| WFA Asset Management Corp | 2,307 | $530.9K | 0.28% | +12+0.5% | Added |
| AdvisorNet Financial, Inc | 2,309 | $531.4K | 0.05% | −1,060−31.5% | Reduced |
| Avantax Planning Partners, Inc. | 2,324 | $534.9K | 0.02% | +869+59.7% | Added |
| TCI Wealth Advisors, Inc. | 2,325 | $535.1K | 0.05% | +10.0% | Added |
| Daymark Wealth Partners, LLC | 106,883 | $538.4K | 0.03% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 2,385 | $544.1K | 0.06% | −473,445−99.5% | Reduced |
| Harbour Capital Advisors, LLC | 2,390 | $544.6K | 0.13% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 2,369 | $545.2K | 0.06% | −140−5.6% | Reduced |
| Penserra Capital Management LLC | 2,381 | $547.0K | 0.01% | −1,006−29.7% | Reduced |
| Grimes & Company, Inc. | 2,384 | $548.7K | 0.02% | −36−1.5% | Reduced |
| Cozad Asset Management Inc | 2,390 | $550.0K | 0.06% | −400−14.3% | Reduced |
| Salvus Wealth Management, LLC | 2,399 | $552.1K | 0.38% | −15−0.6% | Reduced |
| Cigna Investments Inc | 2,409 | $554.0K | 0.11% | −26−1.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 2,412 | $555.1K | 0.06% | −335−12.2% | Reduced |
| Alhambra Investment Partners LLC | 2,420 | $556.9K | 0.30% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 2,430 | $559.2K | 0.04% | +324+15.4% | Added |
| Cipher Capital LP | 2,445 | $562.7K | 0.26% | −5,123−67.7% | Reduced |
| Plimoth Trust Co LLC | 2,456 | $565.2K | 0.15% | −40−1.6% | Reduced |
| Jeppson Wealth Management, LLC | 2,490 | $573.0K | 0.22% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 2,498 | $574.9K | 0.33% | +20+0.8% | Added |
| GTS Securities LLC | 2,507 | $577.0K | 0.02% | −1,314−34.4% | Reduced |
| Transcend Wealth Collective, LLC | 2,522 | $580.5K | 0.05% | −105−4.0% | Reduced |
| First National Bank Sioux Falls | 2,524 | $580.9K | 0.32% | −9−0.4% | Reduced |
| Ronald Blue Trust, Inc. | 2,536 | $583.6K | 0.01% | +496+24.3% | Added |
| HTLF Bank | 2,543 | $585.2K | 0.07% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 2,550 | $586.9K | 0.05% | +2,550 | New |
| EP Wealth Advisors, LLC | 2,556 | $588.2K | 0.01% | −7−0.3% | Reduced |
| River Wealth Advisors LLC | 2,558 | $588.8K | 0.09% | +257+11.2% | Added |
| Geneos Wealth Management Inc. | 2,562 | $589.6K | 0.03% | +17+0.7% | Added |
| Orrstown Financial Services Inc | 2,564 | $590.1K | 0.33% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 2,575 | $593.0K | 0.05% | +2,575 | New |
| Brighton Jones LLC | 2,587 | $595.3K | 0.02% | −98−3.6% | Reduced |
| Franklin Street Advisors Inc | 2,593 | $597.0K | 0.04% | 00.0% | Unchanged |
| Sky Investment Group LLC | 2,615 | $601.8K | 0.12% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 2,621 | $603.2K | 0.05% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 2,621 | $603.3K | 0.12% | 00.0% | Unchanged |
| Foundation Resource Management Inc | 2,665 | $613.3K | 0.10% | 00.0% | Unchanged |
| Bank of Hawaii | 2,667 | $613.8K | 0.03% | −655−19.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,671 | $614.9K | 0.03% | +2,009+303.5% | Added |
| Great Diamond Partners, LLC | 2,672 | $614.9K | 0.14% | 00.0% | Unchanged |
| Rinkey Investments | 2,675 | $615.6K | 0.22% | 00.0% | Unchanged |
| Trust Asset Management LLC | 2,684 | $617.7K | 0.05% | 00.0% | Unchanged |
| Cambridge Trust Co | 2,689 | $618.8K | 0.02% | 00.0% | Unchanged |
| True Vision MN LLC | 2,902 | $619.4K | 0.44% | +2,902 | New |
| Lifeworks Advisors, LLC | 2,694 | $620.0K | 0.17% | +175+6.9% | Added |
| Waldron Private Wealth LLC | 2,695 | $622.9K | 0.03% | −204−7.0% | Reduced |
| Baldwin Brothers Inc | 2,713 | $624.4K | 0.05% | −103−3.7% | Reduced |
| SkyOak Wealth, LLC | 2,727 | $627.6K | 0.15% | 00.0% | Unchanged |
| LMCG Investments, LLC | 2,730 | $628.3K | 0.04% | −5−0.2% | Reduced |
| Centaurus Financial, Inc. | 2,732 | $629.0K | 0.04% | +125+4.8% | Added |
| Associated Banc-Corp | 2,736 | $629.7K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 2,738 | $630.1K | 0.00% | +340+14.2% | Added |
| DCM Advisors, LLC | 2,744 | $631.5K | 0.26% | −1,960−41.7% | Reduced |
| Wesbanco Bank Inc | 2,753 | $633.6K | 0.02% | +996+56.7% | Added |
| Qtron Investments LLC | 2,755 | $634.0K | 0.09% | +282+11.4% | Added |
| Gryphon Financial Partners LLC | 2,756 | $634.3K | 0.11% | +375+15.7% | Added |
| Stiles Financial Services Inc | 2,762 | $635.5K | 0.25% | 00.0% | Unchanged |
| Bank of New Hampshire | 2,769 | $637.3K | 0.17% | 00.0% | Unchanged |
| Brave Asset Management Inc | 2,773 | $638.2K | 0.17% | −332−10.7% | Reduced |
| IHT Wealth Management, LLC | 2,778 | $639.2K | 0.03% | +222+8.7% | Added |
| Virtu Financial LLC | 2,782 | $640.0K | 0.05% | +2,782 | New |
| Transatlantique Private Wealth LLC | 2,790 | $642.0K | 0.28% | +5+0.2% | Added |
| Verdad Advisers, LP | 2,830 | $651.3K | 0.71% | +2,830 | New |
| Karpas Strategies, LLC | 2,840 | $653.6K | 0.20% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 2,849 | $655.7K | 0.01% | −174−5.8% | Reduced |
| Syon Capital LLC | 2,854 | $656.8K | 0.06% | +104+3.8% | Added |
| Aries Wealth Management | 2,858 | $657.7K | 0.21% | 00.0% | Unchanged |
| Mendel Money Management | 2,865 | $659.4K | 0.30% | −25−0.9% | Reduced |
| WMS Partners, LLC | 2,865 | $659.4K | 0.05% | +63+2.2% | Added |
| Bremer Bank National Association | 2,868 | $660.0K | 0.12% | −469−14.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 2,870 | $661.0K | 0.07% | +2,870 | New |
| Dorsey & Whitney Trust CO LLC | 2,888 | $664.6K | 0.05% | +16+0.6% | Added |
| Entropy Technologies, LP | 2,889 | $664.9K | 0.07% | +2,889 | New |
| Warren Averett Asset Management, LLC | 2,890 | $665.3K | 0.02% | +868+42.9% | Added |
| Cidel Asset Management Inc | 2,894 | $666.0K | 0.05% | −41−1.4% | Reduced |
| Inlet Private Wealth, LLC | 2,900 | $667.4K | 0.19% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 2,903 | $668.1K | 0.02% | −68−2.3% | Reduced |
| TCG Advisory Services, LLC | 2,906 | $668.8K | 0.04% | +216+8.0% | Added |
| Weik Capital Management | 2,913 | $670.4K | 0.28% | −100−3.3% | Reduced |
| HighMark Wealth Management LLC | 2,935 | $675.5K | 0.42% | 00.0% | Unchanged |
| LVW Advisors, LLC | 2,938 | $676.2K | 0.11% | +286+10.8% | Added |
| Prospera Financial Services Inc | 2,937 | $677.3K | 0.02% | −135−4.4% | Reduced |