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 |
|---|---|---|---|---|---|
| Somerset Group LLC | 4,303 | $990.3K | 0.93% | 00.0% | Unchanged |
| Searle & Co. | 4,304 | $990.5K | 0.25% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 4,315 | $993.1K | 0.03% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 4,346 | $1.00M | 0.02% | +123+2.9% | Added |
| Forum Financial Management, LP | 4,397 | $1.01M | 0.02% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 4,405 | $1.01M | 0.03% | +866+24.5% | Added |
| Mission Wealth Management, LP | 4,407 | $1.01M | 0.03% | +185+4.4% | Added |
| SlateStone Wealth, LLC | 4,417 | $1.02M | 0.10% | +174+4.1% | Added |
| Symmetry Partners, LLC | 4,439 | $1.02M | 0.08% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 4,443 | $1.02M | 0.15% | +4,443 | New |
| Hanson & Doremus Investment Management | 4,447 | $1.02M | 0.18% | −206−4.4% | Reduced |
| Bullock Wealth Management Group | 4,509 | $1.03M | 0.69% | +4,509 | New |
| Sutton Place Investors LLC | 4,475 | $1.03M | 0.51% | +4,475 | New |
| AA Financial Advisors, LLC | 4,492 | $1.03M | 0.42% | +4,492 | New |
| Versor Investments LP | 4,497 | $1.03M | 0.21% | +4,497 | New |
| Providence Wealth Advisors, LLC | 4,553 | $1.04M | 0.89% | −13,859−75.3% | Reduced |
| Investors Asset Management of Georgia Inc | 4,511 | $1.04M | 0.49% | −100−2.2% | Reduced |
| Valeo Financial Advisors, LLC | 4,895 | $1.04M | 0.04% | +369+8.2% | Added |
| Resources Investment Advisors, LLC. | 4,563 | $1.05M | 0.02% | −1,103−19.5% | Reduced |
| Prostatis Group LLC | 4,596 | $1.06M | 0.40% | +676+17.2% | Added |
| Fiera Capital Corp | 4,616 | $1.06M | 0.00% | −85−1.8% | Reduced |
| Kestra Private Wealth Services, LLC | 4,633 | $1.07M | 0.02% | −449−8.8% | Reduced |
| Ascent Group, LLC | 4,692 | $1.08M | 0.10% | +41+0.9% | Added |
| Beaumont Financial Advisors, LLC | 4,714 | $1.08M | 0.09% | +756+19.1% | Added |
| Wealth Alliance | 4,732 | $1.09M | 0.14% | +2,011+73.9% | Added |
| HBK Sorce Advisory LLC | 4,745 | $1.09M | 0.04% | −87−1.8% | Reduced |
| Aureus Asset Management, LLC | 4,780 | $1.10M | 0.08% | −550−10.3% | Reduced |
| PYA Waltman Capital, LLC | 4,795 | $1.10M | 0.41% | +75+1.6% | Added |
| Boston Financial Mangement LLC | 4,809 | $1.11M | 0.04% | −350−6.8% | Reduced |
| Paradigm Asset Management Co LLC | 4,900 | $1.13M | 0.29% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 4,900 | $1.13M | 0.01% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 4,938 | $1.14M | 0.01% | +324+7.0% | Added |
| Union Savings Bank | 4,977 | $1.15M | 0.60% | −242−4.6% | Reduced |
| CIBC World Markets Inc. | 4,999 | $1.15M | 0.00% | +1,634+48.6% | Added |
| Central Trust Co | 4,997 | $1.15M | 0.03% | −70−1.4% | Reduced |
| Trust Co of Toledo NA | 5,007 | $1.15M | 0.18% | +28+0.6% | Added |
| NEOS Investment Management LLC | 5,064 | $1.17M | 0.07% | −2,404−32.2% | Reduced |
| Nicholas Hoffman & Company, LLC. | 5,075 | $1.17M | 0.06% | −296−5.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 5,081 | $1.17M | 0.06% | +916+22.0% | Added |
| Winton Group Ltd | 5,137 | $1.18M | 0.08% | +5,137 | New |
| Private Trust Co NA | 5,201 | $1.20M | 0.13% | −217−4.0% | Reduced |
| Fox Run Management, L.L.C. | 5,213 | $1.20M | 0.26% | +5,213 | New |
| Gen-Wealth Partners Inc | 5,254 | $1.21M | 0.60% | +5,254 | New |
| JT Stratford LLC | 5,262 | $1.21M | 0.24% | +5,262 | New |
| Hilltop Holdings Inc. | 5,274 | $1.21M | 0.13% | −14,109−72.8% | Reduced |
| Ci Investments Inc. | 5,291 | $1.22M | 0.00% | +908+20.7% | Added |
| Haverford Trust Co | 5,309 | $1.22M | 0.01% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 5,316 | $1.22M | 0.16% | +1,456+37.7% | Added |
| Silvercrest Asset Management Group LLC | 5,327 | $1.23M | 0.01% | −606−10.2% | Reduced |
| Plato Investment Management Ltd | 5,369 | $1.24M | 0.13% | +4,426+469.4% | Added |
| Kingswood Wealth Advisors, LLC | 5,377 | $1.24M | 0.14% | −352−6.1% | Reduced |
| Tocqueville Asset Management L.P. | 5,395 | $1.24M | 0.02% | −55−1.0% | Reduced |
| Axxcess Wealth Management, LLC | 5,463 | $1.26M | 0.04% | +1,189+27.8% | Added |
| Douglass Winthrop Advisors, LLC | 5,477 | $1.26M | 0.03% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 5,485 | $1.26M | 0.00% | +3,543+182.4% | Added |
| Claro Advisors LLC | 5,514 | $1.27M | 0.22% | +179+3.4% | Added |
| TownSquare Capital, LLC | 5,559 | $1.28M | 0.02% | +350+6.7% | Added |
| Jefferies Financial Group Inc. | 5,621 | $1.29M | 0.03% | +5,621 | New |
| Roundview Capital LLC | 5,643 | $1.30M | 0.11% | −6−0.1% | Reduced |
| Two Sigma Investments, LP | 5,703 | $1.31M | 0.00% | −67,405−92.2% | Reduced |
| HighPoint Advisor Group LLC | 6,068 | $1.31M | 0.09% | +39+0.6% | Added |
| Lowe Brockenbrough & Co Inc | 5,715 | $1.32M | 0.09% | −1,783−23.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 5,775 | $1.33M | 0.14% | +5,775 | New |
| Trust Co of Vermont | 5,783 | $1.33M | 0.07% | −16−0.3% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 5,787 | $1.33M | 0.11% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 5,793 | $1.33M | 0.35% | +1,080+22.9% | Added |
| Flputnam Investment Management Co | 5,814 | $1.34M | 0.03% | +109+1.9% | Added |
| We Are One Seven, LLC | 5,827 | $1.34M | 0.07% | −1,309−18.3% | Reduced |
| Concord Wealth Partners | 5,833 | $1.34M | 0.24% | +1,086+22.9% | Added |
| Elmwood Wealth Management, Inc. | 5,916 | $1.36M | 0.58% | +1,518+34.5% | Added |
| J.W. Cole Advisors, Inc. | 5,962 | $1.37M | 0.07% | +1,242+26.3% | Added |
| NJ State Employees Deferred Compensation Plan | 5,943 | $1.37M | 0.17% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 5,971 | $1.37M | 0.74% | +21+0.4% | Added |
| Integrated Wealth Concepts LLC | 5,982 | $1.38M | 0.02% | +173+3.0% | Added |
| Walleye Trading LLC | 6,028 | $1.39M | 0.02% | +6,028 | New |
| Quadcap Wealth Management, LLC | 6,038 | $1.39M | 0.32% | −1,529−20.2% | Reduced |
| Congress Wealth Management LLC | 6,039 | $1.39M | 0.02% | +4,557+307.5% | Added |
| CAPROCK Group, Inc. | 6,064 | $1.40M | 0.08% | +312+5.4% | Added |
| Institute for Wealth Management, LLC. | 6,089 | $1.40M | 0.18% | +9+0.1% | Added |
| Moody National Bank Trust Division | 6,116 | $1.41M | 0.11% | −73−1.2% | Reduced |
| Rakuten Investment Management, Inc. | 6,138 | $1.41M | 0.01% | +5,573+986.4% | Added |
| Bard Financial Services, Inc. | 6,185 | $1.42M | 0.15% | 00.0% | Unchanged |
| BSW Wealth Partners | 6,229 | $1.43M | 0.24% | +53+0.9% | Added |
| Cubic Asset Management, LLC | 6,244 | $1.44M | 0.34% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 6,258 | $1.44M | 0.13% | +153+2.5% | Added |
| Groupama Asset Managment | 3,046 | $1.45M | 0.03% | −6,955−69.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 6,330 | $1.46M | 0.03% | +428+7.3% | Added |
| Bailard, Inc. | 6,389 | $1.47M | 0.04% | −50−0.8% | Reduced |
| Courier Capital LLC | 6,448 | $1.48M | 0.11% | −225−3.4% | Reduced |
| Snowden Capital Advisors LLC | 6,490 | $1.49M | 0.05% | +916+16.4% | Added |
| Sumitomo Life Insurance Co | 6,517 | $1.50M | 0.04% | −255−3.8% | Reduced |
| Resources Management Corp | 6,546 | $1.51M | 0.22% | −5−0.1% | Reduced |
| Vaughan David Investments LLC | 6,615 | $1.52M | 0.04% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 6,688 | $1.54M | 1.20% | +64+1.0% | Added |
| Pensionfund Sabic | 6,700 | $1.54M | 0.46% | −1,300−16.3% | Reduced |
| RSM US Wealth Management LLC | 6,720 | $1.55M | 0.04% | +539+8.7% | Added |
| Signaturefd, LLC | 6,721 | $1.55M | 0.03% | +15+0.2% | Added |
| First National Advisers, LLC | 7,090 | $1.56M | 0.35% | +2,184+44.5% | Added |
| Harfst & Associates, Inc. | 6,815 | $1.57M | 0.37% | +6,815 | New |
| Moors & Cabot, Inc. | 6,849 | $1.58M | 0.09% | −984−12.6% | Reduced |