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 |
|---|---|---|---|---|---|
| Plato Investment Management Ltd | 5,369 | $1.24M | 0.13% | +4,426+469.4% | Added |
| Silvercrest Asset Management Group LLC | 5,327 | $1.23M | 0.01% | −606−10.2% | Reduced |
| Harbor Capital Advisors, Inc. | 5,316 | $1.22M | 0.16% | +1,456+37.7% | Added |
| Haverford Trust Co | 5,309 | $1.22M | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 5,291 | $1.22M | 0.00% | +908+20.7% | Added |
| Hilltop Holdings Inc. | 5,274 | $1.21M | 0.13% | −14,109−72.8% | Reduced |
| JT Stratford LLC | 5,262 | $1.21M | 0.24% | +5,262 | New |
| Gen-Wealth Partners Inc | 5,254 | $1.21M | 0.60% | +5,254 | New |
| Fox Run Management, L.L.C. | 5,213 | $1.20M | 0.26% | +5,213 | New |
| Private Trust Co NA | 5,201 | $1.20M | 0.13% | −217−4.0% | Reduced |
| Winton Group Ltd | 5,137 | $1.18M | 0.08% | +5,137 | New |
| Tokio Marine Asset Management Co Ltd | 5,081 | $1.17M | 0.06% | +916+22.0% | Added |
| Nicholas Hoffman & Company, LLC. | 5,075 | $1.17M | 0.06% | −296−5.5% | Reduced |
| NEOS Investment Management LLC | 5,064 | $1.17M | 0.07% | −2,404−32.2% | Reduced |
| Trust Co of Toledo NA | 5,007 | $1.15M | 0.18% | +28+0.6% | Added |
| Central Trust Co | 4,997 | $1.15M | 0.03% | −70−1.4% | Reduced |
| CIBC World Markets Inc. | 4,999 | $1.15M | 0.00% | +1,634+48.6% | Added |
| Union Savings Bank | 4,977 | $1.15M | 0.60% | −242−4.6% | Reduced |
| Johnson Investment Counsel Inc | 4,938 | $1.14M | 0.01% | +324+7.0% | Added |
| 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 |
| Boston Financial Mangement LLC | 4,809 | $1.11M | 0.04% | −350−6.8% | Reduced |
| PYA Waltman Capital, LLC | 4,795 | $1.10M | 0.41% | +75+1.6% | Added |
| Aureus Asset Management, LLC | 4,780 | $1.10M | 0.08% | −550−10.3% | Reduced |
| HBK Sorce Advisory LLC | 4,745 | $1.09M | 0.04% | −87−1.8% | Reduced |
| Wealth Alliance | 4,732 | $1.09M | 0.14% | +2,011+73.9% | Added |
| Beaumont Financial Advisors, LLC | 4,714 | $1.08M | 0.09% | +756+19.1% | Added |
| Ascent Group, LLC | 4,692 | $1.08M | 0.10% | +41+0.9% | Added |
| Kestra Private Wealth Services, LLC | 4,633 | $1.07M | 0.02% | −449−8.8% | Reduced |
| Fiera Capital Corp | 4,616 | $1.06M | 0.00% | −85−1.8% | Reduced |
| Prostatis Group LLC | 4,596 | $1.06M | 0.40% | +676+17.2% | Added |
| Resources Investment Advisors, LLC. | 4,563 | $1.05M | 0.02% | −1,103−19.5% | Reduced |
| Valeo Financial Advisors, LLC | 4,895 | $1.04M | 0.04% | +369+8.2% | Added |
| Investors Asset Management of Georgia Inc | 4,511 | $1.04M | 0.49% | −100−2.2% | Reduced |
| Providence Wealth Advisors, LLC | 4,553 | $1.04M | 0.89% | −13,859−75.3% | Reduced |
| Versor Investments LP | 4,497 | $1.03M | 0.21% | +4,497 | New |
| AA Financial Advisors, LLC | 4,492 | $1.03M | 0.42% | +4,492 | New |
| Sutton Place Investors LLC | 4,475 | $1.03M | 0.51% | +4,475 | New |
| Bullock Wealth Management Group | 4,509 | $1.03M | 0.69% | +4,509 | New |
| Hanson & Doremus Investment Management | 4,447 | $1.02M | 0.18% | −206−4.4% | Reduced |
| Great Lakes Retirement, Inc. | 4,443 | $1.02M | 0.15% | +4,443 | New |
| Symmetry Partners, LLC | 4,439 | $1.02M | 0.08% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 4,417 | $1.02M | 0.10% | +174+4.1% | Added |
| Mission Wealth Management, LP | 4,407 | $1.01M | 0.03% | +185+4.4% | Added |
| Coldstream Capital Management Inc | 4,405 | $1.01M | 0.03% | +866+24.5% | Added |
| Forum Financial Management, LP | 4,397 | $1.01M | 0.02% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 4,346 | $1.00M | 0.02% | +123+2.9% | Added |
| Bridges Investment Management Inc | 4,315 | $993.1K | 0.03% | 00.0% | Unchanged |
| Searle & Co. | 4,304 | $990.5K | 0.25% | 00.0% | Unchanged |
| Somerset Group LLC | 4,303 | $990.3K | 0.93% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 4,293 | $988.0K | 0.03% | −28−0.6% | Reduced |
| Glenview Trust Co | 4,260 | $980.4K | 0.02% | −29−0.7% | Reduced |
| Buckingham Strategic Wealth, LLC | 4,253 | $978.9K | 0.01% | +199+4.9% | Added |
| Guardian Capital Advisors LP | 4,738 | $978.8K | 0.11% | −85−1.8% | Reduced |
| Stock Yards Bank & Trust Co | 4,237 | $975.1K | 0.03% | −64−1.5% | Reduced |
| Guyasuta Investment Advisors Inc | 5,112 | $973.8K | 0.07% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 4,550 | $973.1K | 0.02% | +552+13.8% | Added |
| FineMark National Bank & Trust | 4,178 | $961.5K | 0.04% | −137−3.2% | Reduced |
| Vestcor Inc | 4,174 | $961.0K | 0.03% | −772−15.6% | Reduced |
| Bayesian Capital Management, LP | 4,168 | $959.2K | 0.09% | +4,168 | New |
| Boston Private Wealth LLC | 4,137 | $952.0K | 0.02% | −156−3.6% | Reduced |
| Wealth Quarterback LLC | 4,108 | $945.3K | 0.53% | −225−5.2% | Reduced |
| JB Capital LLC | 4,093 | $941.9K | 0.06% | −5−0.1% | Reduced |
| Forza Wealth Management, LLC | 4,072 | $937.1K | 0.49% | 00.0% | Unchanged |
| DoubleLine ETF Adviser LP | 4,033 | $928.2K | 0.24% | +260+6.9% | Added |
| Vectors Research Management, LLC | 4,000 | $921.0K | 0.26% | −225−5.3% | Reduced |
| Sterneck Capital Management, LLC | 4,000 | $920.6K | 0.55% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 3,995 | $919.4K | 0.09% | +295+8.0% | Added |
| Abner Herrman & Brock LLC | 3,982 | $916.0K | 0.11% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 3,978 | $915.6K | 0.28% | −173−4.2% | Reduced |
| Quadrant Capital Group LLC | 3,954 | $910.0K | 0.07% | −86−2.1% | Reduced |
| Stratos Wealth Partners, LTD. | 3,950 | $909.2K | 0.02% | +73+1.9% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,939 | $907.0K | 0.09% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 3,926 | $903.5K | 0.02% | +3,926 | New |
| Toroso Investments, LLC | 3,914 | $900.4K | 0.02% | +184+4.9% | Added |
| Lederer & Associates Investment Counsel | 3,896 | $897.0K | 0.62% | −694−15.1% | Reduced |
| Equitable Trust Co | 3,891 | $895.5K | 0.06% | +699+21.9% | Added |
| Zions Bancorporation, N.A. | 3,887 | $894.6K | 0.07% | −937−19.4% | Reduced |
| West Paces Advisors Inc. | 3,882 | $893.4K | 0.24% | −69−1.7% | Reduced |
| Tradewinds, LLC. | 3,853 | $886.7K | 0.79% | +3,853 | New |
| Diversify Advisory Services, LLC | 3,873 | $883.6K | 0.05% | +3,873 | New |
| Madison Asset Management, LLC | 3,826 | $880.5K | 0.01% | −682−15.1% | Reduced |
| Van Hulzen Asset Management, LLC | 3,794 | $873.0K | 0.06% | +10.0% | Added |
| Davenport & Co LLC | 3,789 | $872.0K | 0.01% | −86−2.2% | Reduced |
| Kanawha Capital Management LLC | 3,787 | $871.5K | 0.07% | +50+1.3% | Added |
| High Note Wealth, LLC | 3,770 | $867.6K | 0.28% | +16+0.4% | Added |
| LRI Investments, LLC | 3,732 | $858.9K | 0.22% | +3,732 | New |
| AMG National Trust Bank | 3,721 | $856.4K | 0.03% | +1,000+36.8% | Added |
| Friedenthal Financial | 3,681 | $847.1K | 0.52% | +3,681 | New |
| Vident Advisory, LLC | 3,666 | $843.7K | 0.02% | +274+8.1% | Added |
| MWA Asset Management | 3,665 | $843.5K | 0.61% | −74−2.0% | Reduced |
| Waycross Investment Management Co | 3,661 | $842.5K | 0.78% | +3,661 | New |
| Copperwynd Financial, LLC | 3,657 | $841.7K | 0.30% | −74−2.0% | Reduced |
| Fiduciary Trust Co | 3,651 | $840.2K | 0.01% | −1,853−33.7% | Reduced |
| Allworth Financial LP | 3,644 | $838.5K | 0.01% | −311−7.9% | Reduced |
| Money Concepts Capital Corp | 3,605 | $829.6K | 0.08% | +42+1.2% | Added |
| Mitchell & Pahl Private Wealth, LLC | 3,569 | $821.4K | 0.43% | −207−5.5% | Reduced |
| Empowered Funds, LLC | 3,566 | $820.7K | 0.01% | −4,682−56.8% | Reduced |
| Burns J W & Co Inc | 3,552 | $817.5K | 0.11% | −20−0.6% | Reduced |
| Walleye Capital LLC | 3,551 | $817.2K | 0.01% | +2,883+431.6% | Added |