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 |
|---|---|---|---|---|---|
| Abbrea Capital, LLC | 881 | $203.0K | 0.03% | +881 | New |
| Gries Financial LLC | 882 | $203.0K | 0.03% | +882 | New |
| Magnus Financial Group LLC | 879 | $202.3K | 0.02% | +879 | New |
| Prelude Capital Management, LLC | 878 | $202.1K | 0.01% | +878 | New |
| Oarsman Capital, Inc. | 877 | $201.8K | 0.05% | +877 | New |
| Family Firm, Inc. | 876 | $201.7K | 0.05% | +876 | New |
| Fairfield, Bush & Co. | 876 | $201.6K | 0.12% | 00.0% | Unchanged |
| Winning Points Advisors, LLC | 1,056 | $201.2K | 0.31% | 00.0% | Unchanged |
| Ellevest, Inc. | 872 | $200.7K | 0.01% | +872 | New |
| Lebenthal Global Advisors, LLC | 871 | $200.5K | 0.04% | +871 | New |
| Security National Bank of So Dak | 870 | $200.2K | 0.12% | +870 | New |
| Allianz SE | 870 | $200.2K | 0.01% | +870 | New |
| Pflug Koory, LLC | 868 | $199.8K | 0.10% | −15−1.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 857 | $197.2K | 0.07% | +67+8.5% | Added |
| Valley National Advisers Inc | 855 | $196.0K | 0.03% | −74−8.0% | Reduced |
| First Community Trust NA | 845 | $194.5K | 0.18% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 841 | $193.5K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 839 | $193.1K | 0.01% | −30−3.5% | Reduced |
| Global Financial Private Client, LLC | 834 | $190.3K | 0.08% | +34+4.3% | Added |
| CNB Bank | 794 | $182.7K | 0.09% | −31−3.8% | Reduced |
| RFP Financial Group LLC | 1,021 | $180.9K | 0.07% | +21+2.1% | Added |
| Citizens National Bank Trust Department | 750 | $172.6K | 0.04% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 743 | $171.0K | 0.06% | 00.0% | Unchanged |
| Field & Main Bank | 743 | $171.0K | 0.07% | 00.0% | Unchanged |
| Horizons Wealth Management | 896 | $170.7K | 0.11% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 732 | $168.6K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 700 | $161.1K | 0.08% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 690 | $159.2K | 0.01% | +481+230.1% | Added |
| Jones Financial Companies LLLP | 653 | $150.3K | 0.00% | +432+195.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 700 | $150.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 650 | $149.6K | 0.06% | 00.0% | Unchanged |
| Monetary Management Group Inc | 650 | $149.6K | 0.04% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 639 | $147.0K | 0.01% | +639 | New |
| Arlington Trust Co LLC | 632 | $145.4K | 0.04% | −11−1.7% | Reduced |
| Adirondack Trust Co | 630 | $145.0K | 0.06% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 628 | $144.5K | 0.13% | 00.0% | Unchanged |
| Estabrook Capital Management | 622 | $143.1K | 0.02% | −6−1.0% | Reduced |
| FIL Ltd | 621 | $142.9K | 0.00% | −18,737−96.8% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 614 | $141.3K | 0.06% | +1+0.2% | Added |
| Deseret Mutual Benefit Administrators | 599 | $137.9K | 0.07% | 00.0% | Unchanged |
| Bray Capital Advisors | 596 | $137.2K | 0.03% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 587 | $135.1K | 0.11% | +112+23.6% | Added |
| Atwood & Palmer Inc | 573 | $131.9K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 573 | $131.9K | 0.04% | +536+1,448.6% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 569 | $130.9K | 0.03% | +569 | New |
| Massmutual Trust Co FSB | 561 | $129.1K | 0.00% | +50+9.8% | Added |
| GPS Wealth Strategies Group, LLC | 548 | $126.2K | 0.02% | −27−4.7% | Reduced |
| City Holding Co | 546 | $125.7K | 0.02% | −25−4.4% | Reduced |
| Financial Freedom, LLC | 541 | $124.4K | 0.07% | 00.0% | Unchanged |
| Tompkins Financial Corp | 540 | $124.3K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 536 | $123.4K | 0.06% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 572 | $121.3K | 0.01% | +57+11.1% | Added |
| Rocky Mountain Advisers, LLC | 515 | $118.5K | 0.04% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 507 | $116.7K | 0.05% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 505 | $116.3K | 0.01% | +27+5.6% | Added |
| North Star Investment Management Corp. | 505 | $116.2K | 0.01% | +444+727.9% | Added |
| Beaird Harris Wealth Management, LLC | 503 | $115.8K | 0.01% | +500+16,666.7% | Added |
| Tanglewood Legacy Advisors, LLC | 500 | $115.1K | 0.06% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 499 | $114.8K | 0.22% | 00.0% | Unchanged |
| First Foundation Advisors | 498 | $114.6K | 0.00% | −1−0.2% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 478 | $110.0K | 0.00% | +478 | New |
| TCTC Holdings, LLC | 469 | $107.9K | 0.00% | 00.0% | Unchanged |
| S.A. Mason LLC | 465 | $107.0K | 0.06% | +465 | New |
| Harbor Investment Advisory, LLC | 422 | $97.1K | 0.01% | +24+6.0% | Added |
| Old Point Trust & Financial Services N A | 420 | $96.7K | 0.04% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 413 | $95.0K | 0.01% | +164+65.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 407 | $93.6K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 395 | $90.9K | 0.02% | +2+0.5% | Added |
| Global Trust Asset Management, LLC | 385 | $88.6K | 0.04% | +1+0.3% | Added |
| Addison Advisors LLC | 381 | $87.7K | 0.03% | +50+15.1% | Added |
| First Financial Corp | 381 | $87.7K | 0.04% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 372 | $85.6K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 372 | $85.6K | 0.02% | +77+26.1% | Added |
| Smartleaf Asset Management LLC | 371 | $84.9K | 0.02% | +268+260.2% | Added |
| First United Bank Trust | 364 | $83.8K | 0.03% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 361 | $83.1K | 0.02% | −74−17.0% | Reduced |
| Norwood Financial Corp | 360 | $82.8K | 0.12% | +50+16.1% | Added |
| Crewe Advisors LLC | 356 | $81.9K | 0.01% | +356 | New |
| Salomon & Ludwin, LLC | 345 | $79.4K | 0.01% | 00.0% | Unchanged |
| Rogco, LP | 343 | $78.9K | 0.03% | 00.0% | Unchanged |
| ORG Partners LLC | 343 | $78.3K | 0.15% | −294−46.2% | Reduced |
| Central Bank & Trust Co | 340 | $78.2K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 340 | $78.2K | 0.01% | +1+0.3% | Added |
| Main Street Group, LTD | 335 | $77.1K | 0.03% | +254+313.6% | Added |
| RE Dickinson Investment Advisors, LLC | 325 | $75.0K | 0.05% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 321 | $73.9K | 0.02% | −9−2.7% | Reduced |
| Peoples Financial Services Corp. | 309 | $71.1K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 309 | $71.0K | 0.01% | +4+1.3% | Added |
| Bell Investment Advisors, Inc | 305 | $70.2K | 0.01% | +1+0.3% | Added |
| Valued Wealth Advisors LLC | 301 | $69.3K | 0.05% | +93+44.7% | Added |
| Financial Perspectives, Inc | 290 | $66.7K | 0.03% | −54−15.7% | Reduced |
| Vestor Capital, LLC | 282 | $65.0K | 0.01% | −111−28.2% | Reduced |
| Colonial Trust Advisors | 282 | $64.8K | 0.01% | +67+31.2% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 280 | $64.4K | 0.03% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 279 | $64.2K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 278 | $64.0K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 264 | $60.8K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 262 | $60.0K | 0.04% | −2−0.8% | Reduced |
| Quarry LP | 249 | $57.3K | 0.02% | +78+45.6% | Added |
| Continuum Advisory, LLC | 260 | $57.1K | 0.01% | −9,041−97.2% | Reduced |