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 |
|---|---|---|---|---|---|
| CX Institutional | 1,421 | $327.1K | 0.02% | +397+38.8% | Added |
| Cornell Pochily Investment Advisors, Inc. | 1,417 | $326.1K | 0.13% | +4+0.3% | Added |
| Wealthcare Advisory Partners LLC | 1,412 | $325.0K | 0.01% | +165+13.2% | Added |
| Catalina Capital Group, LLC | 1,410 | $324.5K | 0.14% | +1,410 | New |
| JFS Wealth Advisors, LLC | 1,409 | $324.4K | 0.03% | −50−3.4% | Reduced |
| Rehmann Capital Advisory Group | 1,407 | $324.0K | 0.02% | +28+2.0% | Added |
| Oakworth Capital, Inc. | 1,406 | $323.6K | 0.02% | −1−0.1% | Reduced |
| New Hampshire Trust | 1,400 | $322.2K | 0.08% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 1,394 | $320.8K | 0.08% | −507−26.7% | Reduced |
| Altfest L J & Co Inc | 1,391 | $320.0K | 0.05% | +70+5.3% | Added |
| Calamos Wealth Management LLC | 1,389 | $319.7K | 0.02% | +34+2.5% | Added |
| West Family Investments, Inc. | 1,387 | $319.2K | 0.10% | +109+8.5% | Added |
| Strait & Sound Wealth Management LLC | 1,438 | $316.9K | 0.18% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,375 | $316.5K | 0.04% | +226+19.7% | Added |
| First Nebraska Trust Co | 1,370 | $315.3K | 0.03% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 1,369 | $315.1K | 0.01% | −38−2.7% | Reduced |
| Crestwood Advisors Group LLC | 1,368 | $314.7K | 0.01% | −19−1.4% | Reduced |
| Monument Capital Management | 1,363 | $313.8K | 0.09% | +33+2.5% | Added |
| TrinityPoint Wealth, LLC | 1,360 | $312.9K | 0.05% | −195−12.5% | Reduced |
| Sherbrooke Park Advisers LLC | 1,345 | $309.5K | 0.06% | −888−39.8% | Reduced |
| Great Waters Wealth Management | 1,343 | $309.2K | 0.05% | 00.0% | Unchanged |
| Adviser Investments LLC | 1,341 | $308.6K | 0.00% | −419−23.8% | Reduced |
| Soundmark Wealth Management, LLC | 1,340 | $308.4K | 0.14% | 00.0% | Unchanged |
| Henrickson Nauta Wealth Advisors, Inc. | 1,370 | $307.4K | 0.14% | 00.0% | Unchanged |
| Earnest Partners LLC | 1,327 | $305.4K | 0.00% | +7+0.5% | Added |
| Linden Thomas Advisory Services, LLC | 1,324 | $304.7K | 0.05% | +1,324 | New |
| Naples Money Management LLC | 1,323 | $304.5K | 0.30% | 00.0% | Unchanged |
| Wealth Effects LLC | 1,321 | $304.1K | 0.11% | −49−3.6% | Reduced |
| AE Wealth Management LLC | 1,320 | $303.9K | 0.00% | −5,849−81.6% | Reduced |
| Sunbelt Securities, Inc. | 1,318 | $303.3K | 0.03% | +956+264.1% | Added |
| Northwest Quadrant Wealth Management, LLC | 1,313 | $302.2K | 0.07% | −121−8.4% | Reduced |
| Inscription Capital, LLC | 1,311 | $301.7K | 0.05% | +43+3.4% | Added |
| Leonteq Securities AG | 1,309 | $301.3K | 0.04% | +287+28.1% | Added |
| Caldwell Trust Co | 1,305 | $300.3K | 0.03% | +19+1.5% | Added |
| Van Strum & Towne Inc. | 1,304 | $300.1K | 0.11% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,302 | $299.6K | 0.03% | 00.0% | Unchanged |
| Essex Savings Bank | 1,572 | $299.4K | 0.09% | 00.0% | Unchanged |
| Old Port Advisors | 1,301 | $299.4K | 0.09% | +65+5.3% | Added |
| Formidable Asset Management, LLC | 1,299 | $298.9K | 0.05% | 00.0% | Unchanged |
| Eagle Ridge Investment Management | 1,291 | $297.1K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,290 | $296.9K | 0.01% | +55+4.5% | Added |
| Live Oak Private Wealth LLC | 1,286 | $296.0K | 0.05% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 1,271 | $292.5K | 0.06% | +1,019+404.4% | Added |
| Caldwell Sutter Capital, Inc. | 1,270 | $292.3K | 0.14% | −1−0.1% | Reduced |
| Westpac Banking Corp | 1,269 | $292.0K | 0.02% | +1+0.1% | Added |
| SFMG, LLC | 1,259 | $289.7K | 0.02% | +28+2.3% | Added |
| Sloy Dahl & Holst, LLC | 1,252 | $288.1K | 0.07% | −247−16.5% | Reduced |
| Deerfield Management Company, L.P. (Series C) | 1,251 | $287.9K | 0.01% | +1,251 | New |
| Slocum, Gordon & Co LLP | 1,250 | $287.7K | 0.21% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,249 | $287.4K | 0.06% | +14+1.1% | Added |
| Advisors Management Group Inc | 1,249 | $287.0K | 0.07% | −533−29.9% | Reduced |
| Chicago Partners Investment Group LLC | 1,335 | $286.2K | 0.01% | +94+7.6% | Added |
| Bridgefront Capital, LLC | 1,242 | $285.8K | 0.22% | +1,242 | New |
| Santori & Peters | 1,236 | $284.5K | 0.12% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 1,234 | $284.0K | 0.02% | +1,234 | New |
| Mayfair Advisory Group, LLC | 1,231 | $283.3K | 0.21% | −763−38.3% | Reduced |
| Liberty Capital Management, Inc. | 1,230 | $283.1K | 0.07% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1,229 | $282.8K | 0.09% | +18+1.5% | Added |
| SPC Financial, Inc. | 1,226 | $282.2K | 0.03% | 00.0% | Unchanged |
| Legacy Trust | 1,225 | $281.9K | 0.07% | −18−1.4% | Reduced |
| Boothbay Fund Management, LLC | 1,225 | $281.9K | 0.01% | +1,225 | New |
| Ariston Services Group | 1,220 | $280.8K | 0.27% | 00.0% | Unchanged |
| Laffer Tengler Investments | 1,217 | $280.1K | 0.07% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 1,215 | $279.6K | 0.06% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 1,207 | $277.8K | 0.01% | −122−9.2% | Reduced |
| Cape Ann Savings Bank | 1,200 | $276.2K | 0.17% | 00.0% | Unchanged |
| Builder Investment Group Inc | 1,200 | $276.2K | 0.08% | 00.0% | Unchanged |
| EHP Funds Inc. | 1,200 | $276.2K | 0.19% | +1,200 | New |
| Sentry Investment Management LLC | 1,200 | $276.0K | 0.11% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1,209 | $275.8K | 0.12% | −78−6.1% | Reduced |
| Wealth Architects, LLC | 1,198 | $275.7K | 0.04% | +4+0.3% | Added |
| Means Investment Co., Inc. | 1,196 | $275.3K | 0.04% | +1,196 | New |
| Harbour Investments, Inc. | 1,192 | $274.4K | 0.01% | +267+28.9% | Added |
| 9258 Wealth Management, LLC | 1,190 | $273.9K | 0.04% | −711−37.4% | Reduced |
| IVC Wealth Advisors LLC | 1,190 | $273.9K | 0.16% | 00.0% | Unchanged |
| New Potomac Partners, LLC | 1,184 | $272.5K | 0.15% | −260−18.0% | Reduced |
| Wealthspan Partners, LLC | 1,183 | $272.3K | 0.16% | +20+1.7% | Added |
| Sippican Capital Advisors | 1,172 | $269.7K | 0.21% | −600−33.9% | Reduced |
| Marino, Stram & Associates LLC | 1,172 | $269.7K | 0.06% | 00.0% | Unchanged |
| Rathbone Brothers plc | 1,166 | $268.3K | 0.00% | +1,166 | New |
| Lake Street Financial LLC | 1,163 | $267.7K | 0.04% | −33−2.8% | Reduced |
| Sage Rhino Capital LLC | 1,160 | $267.0K | 0.06% | −26−2.2% | Reduced |
| Apella Capital, LLC | 1,190 | $266.4K | 0.01% | +18+1.5% | Added |
| Cobblestone Capital Advisors LLC | 1,157 | $266.3K | 0.02% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,153 | $265.4K | 0.03% | −50−4.2% | Reduced |
| EagleClaw Capital Managment, LLC | 1,146 | $263.7K | 0.05% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,137 | $261.7K | 0.01% | +554+95.0% | Added |
| Capital Advisory Group Advisory Services, LLC | 1,132 | $260.5K | 0.12% | +10+0.9% | Added |
| NDVR, Inc. | 1,122 | $258.2K | 0.25% | +1,122 | New |
| Main Street Financial Solutions, LLC | 1,118 | $257.4K | 0.03% | +1,118 | New |
| Oak Thistle LLC | 1,109 | $255.2K | 0.23% | +1,109 | New |
| Farmers & Merchants Investments Inc | 1,108 | $255.0K | 0.01% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 1,110 | $254.0K | 0.03% | −130−10.5% | Reduced |
| Blume Capital Management, Inc. | 1,100 | $253.2K | 0.06% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 1,100 | $253.2K | 0.16% | 00.0% | Unchanged |
| Everpar Advisors LLC | 1,099 | $252.9K | 0.15% | −548−33.3% | Reduced |
| Willner & Heller, LLC | 1,090 | $250.9K | 0.25% | +5+0.5% | Added |
| Alpha Cubed Investments, LLC | 1,088 | $250.4K | 0.01% | −878−44.7% | Reduced |
| Castle Rock Wealth Management, LLC | 1,172 | $249.8K | 0.07% | +2+0.2% | Added |
| Alpha DNA Investment Management LLC | 1,085 | $249.7K | 0.14% | 00.0% | Unchanged |