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; 1,868 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 | 1,868 | $61.0B |
| Q1 2026 | 1,804 | $52.1B |
| Q4 2025 | 1,779 | $53.8B |
| Q3 2025 | 1,680 | $51.9B |
| Q2 2025 | 1,638 | $50.7B |
| Q1 2025 | 1,644 | $49.8B |
| Q4 2024 | 1,589 | $45.6B |
| Q3 2024 | 1,470 | $44.0B |
| Q2 2024 | 1,414 | $38.8B |
| Q1 2024 | 1,451 | $43.6B |
| Q4 2023 | 1,333 | $36.0B |
| Q3 2023 | 1,259 | $30.5B |
| Q2 2023 | 1,287 | $32.5B |
| Q1 2023 | 1,269 | $32.3B |
| Q4 2022 | 1,303 | $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 |
|---|---|---|---|---|---|
| Clarius Group, LLC | 1,906 | $438.6K | 0.03% | −119−5.9% | Reduced |
| Atomi Financial Group, Inc. | 1,905 | $438.4K | 0.04% | +325+20.6% | Added |
| First American Trust, FSB | 1,900 | $437.3K | 0.05% | +1,900 | New |
| Axq Capital, LP | 1,900 | $437.3K | 0.10% | +1,900 | New |
| GAMMA Investing LLC | 1,876 | $431.7K | 0.09% | +422+29.0% | Added |
| Evergreen Wealth Solutions, LLC | 1,875 | $431.4K | 0.32% | −190−9.2% | Reduced |
| Parkside Financial Bank & Trust | 1,874 | $431.3K | 0.07% | +90+5.0% | Added |
| Stockman Wealth Management, Inc. | 1,869 | $430.1K | 0.08% | +7+0.4% | Added |
| Empirical Asset Management, LLC | 1,867 | $429.7K | 0.21% | +1,867 | New |
| Quotient Wealth Partners, LLC | 1,867 | $429.6K | 0.02% | +1,867 | New |
| Edge Capital Group, LLC | 1,860 | $428.0K | 0.02% | +26+1.4% | Added |
| Donaldson Capital Management, LLC | 1,845 | $424.7K | 0.02% | +57+3.2% | Added |
| Fullerton Fund Management Co Ltd. | 1,833 | $421.8K | 0.02% | +1,833 | New |
| Cahaba Wealth Management, Inc. | 1,832 | $421.5K | 0.04% | 00.0% | Unchanged |
| Central Valley Advisors, LLC | 1,825 | $420.0K | 0.22% | −13−0.7% | Reduced |
| Vise Technologies, Inc. | 1,821 | $419.1K | 0.08% | +141+8.4% | Added |
| Mountain Pacific Investment Advisers Inc | 1,820 | $418.9K | 0.02% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 1,814 | $417.5K | 0.08% | −200−9.9% | Reduced |
| Busey Wealth Management | 1,806 | $415.6K | 0.01% | −119−6.2% | Reduced |
| Trust Point Inc. | 1,800 | $414.3K | 0.03% | +475+35.8% | Added |
| CWA Asset Management Group, LLC | 1,784 | $410.6K | 0.02% | +6+0.3% | Added |
| Geller Advisors LLC | 1,777 | $409.0K | 0.03% | +13+0.7% | Added |
| Principal Securities, Inc. | 1,772 | $407.8K | 0.01% | +418+30.9% | Added |
| Evermay Wealth Management LLC | 1,770 | $407.3K | 0.06% | −2−0.1% | Reduced |
| Flagship Harbor Advisors, LLC | 1,765 | $406.1K | 0.03% | +119+7.2% | Added |
| ForthRight Wealth Management, LLC | 1,754 | $403.7K | 0.14% | −308−14.9% | Reduced |
| Trueblood Wealth Management, LLC | 1,753 | $403.4K | 0.23% | +61+3.6% | Added |
| BFSG, LLC | 1,739 | $400.2K | 0.05% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 1,724 | $396.8K | 0.20% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 1,723 | $396.6K | 0.11% | +41+2.4% | Added |
| PDS Planning, Inc | 1,716 | $394.9K | 0.04% | +67+4.1% | Added |
| Prime Capital Investment Advisors, LLC | 1,702 | $391.7K | 0.01% | +131+8.3% | Added |
| Neville Rodie & Shaw Inc | 1,700 | $391.0K | 0.03% | 00.0% | Unchanged |
| Destination Wealth Management | 1,686 | $388.0K | 0.01% | −1,146−40.5% | Reduced |
| Investors Research Corp | 1,672 | $384.8K | 0.09% | −215−11.4% | Reduced |
| Charter Trust Co | 1,666 | $383.4K | 0.03% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 1,663 | $382.6K | 0.02% | +143+9.4% | Added |
| Dechtman Wealth Management, LLC | 1,660 | $382.0K | 0.09% | +9+0.5% | Added |
| Summit Trail Advisors, LLC | 1,657 | $381.3K | 0.01% | +406+32.5% | Added |
| Patrick M Sweeney & Associates, Inc | 1,651 | $380.0K | 0.31% | +65+4.1% | Added |
| Fiduciary Group LLC | 1,649 | $379.5K | 0.04% | −67−3.9% | 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 |
| Lakeview Capital Partners, LLC | 1,635 | $376.2K | 0.06% | −2−0.1% | Reduced |
| Scientech Research LLC | 1,633 | $375.8K | 0.20% | +1,633 | New |
| Brookstone Capital Management | 1,630 | $375.2K | 0.01% | +227+16.2% | Added |
| Csenge Advisory Group | 1,613 | $371.2K | 0.02% | +11+0.7% | Added |
| Dearborn Partners LLC | 1,612 | $371.0K | 0.02% | +225+16.2% | Added |
| Schmidt P J Investment Management Inc | 1,605 | $369.4K | 0.07% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 1,603 | $368.9K | 0.03% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 1,596 | $367.2K | 0.04% | +64+4.2% | Added |
| Mutual Advisors, LLC | 1,587 | $365.1K | 0.01% | +1,587 | New |
| Mount Yale Investment Advisors, LLC | 1,583 | $364.3K | 0.03% | −2,337−59.6% | Reduced |
| Aspiriant, LLC | 1,575 | $362.5K | 0.02% | +231+17.2% | Added |
| Somerville Kurt F | 1,575 | $362.5K | 0.06% | 00.0% | Unchanged |
| Renaissance Group LLC | 1,565 | $360.2K | 0.01% | +57+3.8% | Added |
| Thomasville National Bank | 1,563 | $359.7K | 0.03% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 1,562 | $359.5K | 0.27% | 00.0% | Unchanged |
| Randolph Co Inc | 1,555 | $357.9K | 0.04% | −10−0.6% | Reduced |
| Mach-1 Financial Group, Inc. | 1,552 | $357.2K | 0.27% | +1,552 | New |
| PrairieView Partners, LLC | 1,550 | $357.0K | 0.04% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,541 | $354.6K | 0.02% | +1+0.1% | Added |
| NBT Bank N A | 1,538 | $354.0K | 0.03% | −19−1.2% | Reduced |
| Insigneo Advisory Services, LLC | 1,535 | $353.4K | 0.04% | −291−15.9% | Reduced |
| BLB&B Advisors, LLC | 1,532 | $352.6K | 0.02% | −114−6.9% | Reduced |
| Advisors Capital Management, LLC | 1,529 | $352.0K | 0.01% | +85+5.9% | Added |
| Delap Wealth Advisory, LLC | 1,526 | $351.2K | 0.14% | +1,526 | New |
| Woodmont Investment Counsel LLC | 1,521 | $350.0K | 0.03% | −5−0.3% | Reduced |
| Aspen Investment Management Inc | 1,522 | $350.0K | 0.18% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,518 | $349.4K | 0.12% | 00.0% | Unchanged |
| Carr Financial Group Corp | 1,517 | $349.1K | 0.12% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 1,516 | $348.9K | 0.02% | 00.0% | Unchanged |
| G2 Capital Management, LLC | 1,516 | $348.9K | 0.11% | 00.0% | Unchanged |
| Farmers Trust Co | 1,514 | $348.4K | 0.07% | −9−0.6% | Reduced |
| Dynamic Wealth Strategies, LLC | 1,511 | $348.0K | 0.30% | +5+0.3% | Added |
| West Coast Financial LLC | 1,511 | $347.7K | 0.04% | +302+25.0% | Added |
| Five Oceans Advisors | 1,508 | $347.1K | 0.18% | −1−0.1% | Reduced |
| AlTi Global, Inc. | 1,505 | $346.4K | 0.01% | +1,505 | New |
| Mather Group, LLC. | 1,816 | $345.9K | 0.01% | −38−2.0% | Reduced |
| All Terrain Financial Advisors, LLC | 1,495 | $344.1K | 0.15% | 00.0% | Unchanged |
| Humankind Investments LLC | 1,494 | $343.8K | 0.09% | −249−14.3% | Reduced |
| Cornerstone Wealth Management, LLC | 1,494 | $343.8K | 0.03% | +100+7.2% | Added |
| Eagle Harbor Asset Management Inc | 1,493 | $343.6K | 0.37% | −70−4.5% | Reduced |
| Windsor Capital Management, LLC | 1,490 | $343.0K | 0.11% | +2+0.1% | Added |
| Rothschild Investment LLC | 1,480 | $340.6K | 0.02% | −301−16.9% | Reduced |
| State of Wyoming | 1,478 | $340.1K | 0.06% | +979+196.2% | Added |
| Premier Path Wealth Partners, LLC | 1,473 | $339.0K | 0.06% | +15+1.0% | Added |
| Simmons Bank | 1,467 | $337.6K | 0.03% | −64−4.2% | Reduced |
| Pinebridge Investments, L.P. | 1,465 | $337.2K | 0.00% | +1,465 | New |
| Intrua Financial, LLC | 1,462 | $336.5K | 0.05% | 00.0% | Unchanged |
| Advisor OS, LLC | 1,461 | $336.3K | 0.04% | +67+4.8% | 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 |
| Colonial Trust Co | 1,458 | $335.6K | 0.06% | +20+1.4% | Added |
| Hilltop National Bank | 1,454 | $334.6K | 0.11% | +1,454 | New |
| Manchester Capital Management LLC | 1,448 | $333.2K | 0.04% | +8+0.6% | Added |
| Fairhaven Wealth Management, LLC | 1,444 | $332.3K | 0.11% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,433 | $329.9K | 0.02% | −1−0.1% | Reduced |
| Oracle Alpha Inc. | 1,433 | $329.8K | 0.59% | +1,433 | New |
| MKT Advisors LLC | 1,459 | $327.4K | 0.18% | 00.0% | Unchanged |