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
- 1,451
- +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 |
|---|---|---|---|---|---|
| NBC Securities, Inc. | 2,966 | $682.0K | 0.06% | 00.0% | Unchanged |
| Capula Management Ltd | 2,990 | $688.1K | 0.02% | +2,990 | New |
| Coastal Bridge Advisors, LLC | 3,002 | $690.8K | 0.16% | 00.0% | Unchanged |
| Park National Corp | 3,004 | $691.3K | 0.03% | −550−15.5% | Reduced |
| Baker Tilly Wealth Management, LLC | 3,007 | $692.0K | 0.13% | +10.0% | Added |
| Sageworth Trust Co of South Dakota | 3,007 | $692.0K | 1.07% | +77+2.6% | Added |
| Modera Wealth Management, LLC | 3,023 | $695.8K | 0.01% | −32−1.0% | Reduced |
| Strategic Advisors LLC | 3,043 | $700.2K | 0.14% | −413−12.0% | Reduced |
| Wolverine Trading, LLC | 3,044 | $700.5K | 0.01% | −560−15.5% | Reduced |
| Spire Wealth Management | 3,048 | $701.5K | 0.02% | +6+0.2% | Added |
| FinTrust Capital Advisors, LLC | 3,072 | $707.1K | 0.14% | −294−8.7% | Reduced |
| Journey Advisory Group, LLC | 3,085 | $710.0K | 0.09% | −265−7.9% | Reduced |
| NorthRock Partners, LLC | 3,073 | $710.2K | 0.03% | −284−8.5% | Reduced |
| Marcum Wealth, LLC | 3,088 | $710.7K | 0.07% | +144+4.9% | Added |
| United Community Bank | 3,099 | $713.2K | 0.28% | −62−2.0% | Reduced |
| Connecticut Wealth Management, LLC | 3,099 | $713.2K | 0.04% | +3,099 | New |
| Joel Isaacson & Co., LLC | 3,101 | $713.6K | 0.04% | −29−0.9% | Reduced |
| Flynn Zito Capital Management, LLC | 3,121 | $718.2K | 0.37% | +191+6.5% | Added |
| SRB Corp | 3,135 | $721.5K | 0.04% | +307+10.9% | Added |
| JNBA Financial Advisors | 3,142 | $723.1K | 0.08% | −16−0.5% | Reduced |
| Meeder Advisory Services, Inc. | 3,153 | $725.6K | 0.07% | +196+6.6% | Added |
| American National Bank & Trust Co | 3,159 | $727.0K | 0.17% | +3,159 | New |
| Ameritas Investment Partners, Inc. | 3,195 | $735.3K | 0.03% | +657+25.9% | Added |
| TD Waterhouse Canada Inc. | 3,141 | $736.0K | 0.01% | +3,141 | New |
| Nixon Peabody Trust Co | 3,206 | $737.8K | 0.07% | −1,495−31.8% | Reduced |
| Beverly Hills Private Wealth, LLC | 3,207 | $738.0K | 0.17% | −391−10.9% | Reduced |
| Aptus Capital Advisors, LLC | 3,208 | $738.3K | 0.02% | +202+6.7% | Added |
| Ontario Teachers Pension Plan Board | 3,217 | $740.4K | 0.01% | −5,497−63.1% | Reduced |
| Davis R M Inc | 3,237 | $745.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 3,249 | $747.7K | 0.08% | +24+0.7% | Added |
| Balentine LLC | 3,254 | $748.8K | 0.02% | −591−15.4% | Reduced |
| Welch & Forbes LLC | 3,261 | $750.5K | 0.01% | 00.0% | Unchanged |
| Ar Asset Management Inc | 3,264 | $751.0K | 0.18% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 3,287 | $756.5K | 0.06% | +35+1.1% | Added |
| Tobam | 3,288 | $757.0K | 0.07% | +305+10.2% | Added |
| Camden National Bank | 3,296 | $758.5K | 0.13% | −80−2.4% | Reduced |
| Bank of Stockton | 3,332 | $766.8K | 0.24% | 00.0% | Unchanged |
| LVM Capital Management Ltd | 3,356 | $772.0K | 0.09% | −58−1.7% | Reduced |
| Kathmere Capital Management, LLC | 3,372 | $776.0K | 0.09% | +254+8.1% | Added |
| Wilson & Boucher Capital Management, LLC | 3,388 | $779.7K | 0.61% | 00.0% | Unchanged |
| Corton Capital Inc. | 3,401 | $782.7K | 0.29% | +1,550+83.7% | Added |
| Pitcairn Co | 3,407 | $784.1K | 0.05% | +45+1.3% | Added |
| OmniStar Financial Group, Inc. | 3,408 | $784.4K | 0.72% | +3,408 | New |
| Villere St Denis J & Co LLC | 3,433 | $790.1K | 0.06% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 3,434 | $790.3K | 0.01% | −122−3.4% | Reduced |
| Tradition Wealth Management, LLC | 3,445 | $792.7K | 0.08% | −389−10.1% | Reduced |
| Pinnacle Bancorp, Inc. | 3,488 | $802.7K | 0.24% | −32−0.9% | Reduced |
| Smithfield Trust Co | 3,532 | $813.0K | 0.04% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 3,755 | $813.2K | 0.04% | +877+30.5% | Added |
| Boyd Watterson Asset Management LLC | 3,538 | $814.2K | 0.29% | 00.0% | Unchanged |
| Walleye Capital LLC | 3,551 | $817.2K | 0.01% | +2,883+431.6% | Added |
| Burns J W & Co Inc | 3,552 | $817.5K | 0.11% | −20−0.6% | Reduced |
| Empowered Funds, LLC | 3,566 | $820.7K | 0.01% | −4,682−56.8% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 3,569 | $821.4K | 0.43% | −207−5.5% | Reduced |
| Money Concepts Capital Corp | 3,605 | $829.6K | 0.08% | +42+1.2% | Added |
| Allworth Financial LP | 3,644 | $838.5K | 0.01% | −311−7.9% | Reduced |
| Fiduciary Trust Co | 3,651 | $840.2K | 0.01% | −1,853−33.7% | Reduced |
| Copperwynd Financial, LLC | 3,657 | $841.7K | 0.30% | −74−2.0% | Reduced |
| Waycross Investment Management Co | 3,661 | $842.5K | 0.78% | +3,661 | New |
| MWA Asset Management | 3,665 | $843.5K | 0.61% | −74−2.0% | Reduced |
| Vident Advisory, LLC | 3,666 | $843.7K | 0.02% | +274+8.1% | Added |
| Friedenthal Financial | 3,681 | $847.1K | 0.52% | +3,681 | New |
| AMG National Trust Bank | 3,721 | $856.4K | 0.03% | +1,000+36.8% | Added |
| LRI Investments, LLC | 3,732 | $858.9K | 0.22% | +3,732 | New |
| High Note Wealth, LLC | 3,770 | $867.6K | 0.28% | +16+0.4% | Added |
| Kanawha Capital Management LLC | 3,787 | $871.5K | 0.07% | +50+1.3% | Added |
| Davenport & Co LLC | 3,789 | $872.0K | 0.01% | −86−2.2% | Reduced |
| Van Hulzen Asset Management, LLC | 3,794 | $873.0K | 0.06% | +10.0% | Added |
| Madison Asset Management, LLC | 3,826 | $880.5K | 0.01% | −682−15.1% | Reduced |
| Diversify Advisory Services, LLC | 3,873 | $883.6K | 0.05% | +3,873 | New |
| Tradewinds, LLC. | 3,853 | $886.7K | 0.79% | +3,853 | New |
| West Paces Advisors Inc. | 3,882 | $893.4K | 0.24% | −69−1.7% | Reduced |
| Zions Bancorporation, N.A. | 3,887 | $894.6K | 0.07% | −937−19.4% | Reduced |
| Equitable Trust Co | 3,891 | $895.5K | 0.06% | +699+21.9% | Added |
| Lederer & Associates Investment Counsel | 3,896 | $897.0K | 0.62% | −694−15.1% | Reduced |
| Toroso Investments, LLC | 3,914 | $900.4K | 0.02% | +184+4.9% | Added |
| Capstone Investment Advisors, LLC | 3,926 | $903.5K | 0.02% | +3,926 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,939 | $907.0K | 0.09% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 3,950 | $909.2K | 0.02% | +73+1.9% | Added |
| Quadrant Capital Group LLC | 3,954 | $910.0K | 0.07% | −86−2.1% | Reduced |
| Berkeley Capital Partners, LLC | 3,978 | $915.6K | 0.28% | −173−4.2% | Reduced |
| Abner Herrman & Brock LLC | 3,982 | $916.0K | 0.11% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 3,995 | $919.4K | 0.09% | +295+8.0% | Added |
| Sterneck Capital Management, LLC | 4,000 | $920.6K | 0.55% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 4,000 | $921.0K | 0.26% | −225−5.3% | Reduced |
| DoubleLine ETF Adviser LP | 4,033 | $928.2K | 0.24% | +260+6.9% | Added |
| Forza Wealth Management, LLC | 4,072 | $937.1K | 0.49% | 00.0% | Unchanged |
| JB Capital LLC | 4,093 | $941.9K | 0.06% | −5−0.1% | Reduced |
| Wealth Quarterback LLC | 4,108 | $945.3K | 0.53% | −225−5.2% | Reduced |
| Boston Private Wealth LLC | 4,137 | $952.0K | 0.02% | −156−3.6% | Reduced |
| Bayesian Capital Management, LP | 4,168 | $959.2K | 0.09% | +4,168 | New |
| Vestcor Inc | 4,174 | $961.0K | 0.03% | −772−15.6% | Reduced |
| FineMark National Bank & Trust | 4,178 | $961.5K | 0.04% | −137−3.2% | Reduced |
| Merit Financial Group, LLC | 4,550 | $973.1K | 0.02% | +552+13.8% | Added |
| Guyasuta Investment Advisors Inc | 5,112 | $973.8K | 0.07% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 4,237 | $975.1K | 0.03% | −64−1.5% | Reduced |
| Guardian Capital Advisors LP | 4,738 | $978.8K | 0.11% | −85−1.8% | Reduced |
| Buckingham Strategic Wealth, LLC | 4,253 | $978.9K | 0.01% | +199+4.9% | Added |
| Glenview Trust Co | 4,260 | $980.4K | 0.02% | −29−0.7% | Reduced |
| Apollon Wealth Management, LLC | 4,293 | $988.0K | 0.03% | −28−0.6% | Reduced |