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 |
|---|---|---|---|---|---|
| Boyd Watterson Asset Management LLC | 3,538 | $814.2K | 0.29% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 3,755 | $813.2K | 0.04% | +877+30.5% | Added |
| Smithfield Trust Co | 3,532 | $813.0K | 0.04% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 3,488 | $802.7K | 0.24% | −32−0.9% | Reduced |
| Tradition Wealth Management, LLC | 3,445 | $792.7K | 0.08% | −389−10.1% | Reduced |
| Wealthspire Advisors, LLC | 3,434 | $790.3K | 0.01% | −122−3.4% | Reduced |
| Villere St Denis J & Co LLC | 3,433 | $790.1K | 0.06% | 00.0% | Unchanged |
| OmniStar Financial Group, Inc. | 3,408 | $784.4K | 0.72% | +3,408 | New |
| Pitcairn Co | 3,407 | $784.1K | 0.05% | +45+1.3% | Added |
| Corton Capital Inc. | 3,401 | $782.7K | 0.29% | +1,550+83.7% | Added |
| Wilson & Boucher Capital Management, LLC | 3,388 | $779.7K | 0.61% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 3,372 | $776.0K | 0.09% | +254+8.1% | Added |
| LVM Capital Management Ltd | 3,356 | $772.0K | 0.09% | −58−1.7% | Reduced |
| Bank of Stockton | 3,332 | $766.8K | 0.24% | 00.0% | Unchanged |
| Camden National Bank | 3,296 | $758.5K | 0.13% | −80−2.4% | Reduced |
| Tobam | 3,288 | $757.0K | 0.07% | +305+10.2% | Added |
| Checchi Capital Advisers, LLC | 3,287 | $756.5K | 0.06% | +35+1.1% | Added |
| Ar Asset Management Inc | 3,264 | $751.0K | 0.18% | 00.0% | Unchanged |
| Welch & Forbes LLC | 3,261 | $750.5K | 0.01% | 00.0% | Unchanged |
| Balentine LLC | 3,254 | $748.8K | 0.02% | −591−15.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 3,249 | $747.7K | 0.08% | +24+0.7% | Added |
| Davis R M Inc | 3,237 | $745.0K | 0.02% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 3,217 | $740.4K | 0.01% | −5,497−63.1% | Reduced |
| Aptus Capital Advisors, LLC | 3,208 | $738.3K | 0.02% | +202+6.7% | Added |
| Beverly Hills Private Wealth, LLC | 3,207 | $738.0K | 0.17% | −391−10.9% | Reduced |
| Nixon Peabody Trust Co | 3,206 | $737.8K | 0.07% | −1,495−31.8% | Reduced |
| TD Waterhouse Canada Inc. | 3,141 | $736.0K | 0.01% | +3,141 | New |
| Ameritas Investment Partners, Inc. | 3,195 | $735.3K | 0.03% | +657+25.9% | Added |
| American National Bank & Trust Co | 3,159 | $727.0K | 0.17% | +3,159 | New |
| Meeder Advisory Services, Inc. | 3,153 | $725.6K | 0.07% | +196+6.6% | Added |
| JNBA Financial Advisors | 3,142 | $723.1K | 0.08% | −16−0.5% | Reduced |
| SRB Corp | 3,135 | $721.5K | 0.04% | +307+10.9% | Added |
| Flynn Zito Capital Management, LLC | 3,121 | $718.2K | 0.37% | +191+6.5% | Added |
| Joel Isaacson & Co., LLC | 3,101 | $713.6K | 0.04% | −29−0.9% | Reduced |
| Connecticut Wealth Management, LLC | 3,099 | $713.2K | 0.04% | +3,099 | New |
| United Community Bank | 3,099 | $713.2K | 0.28% | −62−2.0% | Reduced |
| Marcum Wealth, LLC | 3,088 | $710.7K | 0.07% | +144+4.9% | Added |
| NorthRock Partners, LLC | 3,073 | $710.2K | 0.03% | −284−8.5% | Reduced |
| Journey Advisory Group, LLC | 3,085 | $710.0K | 0.09% | −265−7.9% | Reduced |
| FinTrust Capital Advisors, LLC | 3,072 | $707.1K | 0.14% | −294−8.7% | Reduced |
| Spire Wealth Management | 3,048 | $701.5K | 0.02% | +6+0.2% | Added |
| Wolverine Trading, LLC | 3,044 | $700.5K | 0.01% | −560−15.5% | Reduced |
| Strategic Advisors LLC | 3,043 | $700.2K | 0.14% | −413−12.0% | Reduced |
| Modera Wealth Management, LLC | 3,023 | $695.8K | 0.01% | −32−1.0% | Reduced |
| Sageworth Trust Co of South Dakota | 3,007 | $692.0K | 1.07% | +77+2.6% | Added |
| Baker Tilly Wealth Management, LLC | 3,007 | $692.0K | 0.13% | +10.0% | Added |
| Park National Corp | 3,004 | $691.3K | 0.03% | −550−15.5% | Reduced |
| Coastal Bridge Advisors, LLC | 3,002 | $690.8K | 0.16% | 00.0% | Unchanged |
| Capula Management Ltd | 2,990 | $688.1K | 0.02% | +2,990 | New |
| NBC Securities, Inc. | 2,966 | $682.0K | 0.06% | 00.0% | Unchanged |
| Graypoint LLC | 2,946 | $678.1K | 0.05% | −75−2.5% | Reduced |
| Prospera Financial Services Inc | 2,937 | $677.3K | 0.02% | −135−4.4% | Reduced |
| LVW Advisors, LLC | 2,938 | $676.2K | 0.11% | +286+10.8% | Added |
| HighMark Wealth Management LLC | 2,935 | $675.5K | 0.42% | 00.0% | Unchanged |
| Weik Capital Management | 2,913 | $670.4K | 0.28% | −100−3.3% | Reduced |
| TCG Advisory Services, LLC | 2,906 | $668.8K | 0.04% | +216+8.0% | Added |
| Prio Wealth Limited Partnership | 2,903 | $668.1K | 0.02% | −68−2.3% | Reduced |
| Inlet Private Wealth, LLC | 2,900 | $667.4K | 0.19% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 2,894 | $666.0K | 0.05% | −41−1.4% | Reduced |
| Warren Averett Asset Management, LLC | 2,890 | $665.3K | 0.02% | +868+42.9% | Added |
| Entropy Technologies, LP | 2,889 | $664.9K | 0.07% | +2,889 | New |
| Dorsey & Whitney Trust CO LLC | 2,888 | $664.6K | 0.05% | +16+0.6% | Added |
| Dynamic Technology Lab Private Ltd | 2,870 | $661.0K | 0.07% | +2,870 | New |
| Bremer Bank National Association | 2,868 | $660.0K | 0.12% | −469−14.1% | Reduced |
| WMS Partners, LLC | 2,865 | $659.4K | 0.05% | +63+2.2% | Added |
| Mendel Money Management | 2,865 | $659.4K | 0.30% | −25−0.9% | Reduced |
| Aries Wealth Management | 2,858 | $657.7K | 0.21% | 00.0% | Unchanged |
| Syon Capital LLC | 2,854 | $656.8K | 0.06% | +104+3.8% | Added |
| Equitable Holdings, Inc. | 2,849 | $655.7K | 0.01% | −174−5.8% | Reduced |
| Karpas Strategies, LLC | 2,840 | $653.6K | 0.20% | 00.0% | Unchanged |
| Verdad Advisers, LP | 2,830 | $651.3K | 0.71% | +2,830 | New |
| Transatlantique Private Wealth LLC | 2,790 | $642.0K | 0.28% | +5+0.2% | Added |
| Virtu Financial LLC | 2,782 | $640.0K | 0.05% | +2,782 | New |
| IHT Wealth Management, LLC | 2,778 | $639.2K | 0.03% | +222+8.7% | Added |
| Brave Asset Management Inc | 2,773 | $638.2K | 0.17% | −332−10.7% | Reduced |
| Bank of New Hampshire | 2,769 | $637.3K | 0.17% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 2,762 | $635.5K | 0.25% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 2,756 | $634.3K | 0.11% | +375+15.7% | Added |
| Qtron Investments LLC | 2,755 | $634.0K | 0.09% | +282+11.4% | Added |
| Wesbanco Bank Inc | 2,753 | $633.6K | 0.02% | +996+56.7% | Added |
| DCM Advisors, LLC | 2,744 | $631.5K | 0.26% | −1,960−41.7% | Reduced |
| Assetmark, Inc | 2,738 | $630.1K | 0.00% | +340+14.2% | Added |
| Associated Banc-Corp | 2,736 | $629.7K | 0.02% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 2,732 | $629.0K | 0.04% | +125+4.8% | Added |
| LMCG Investments, LLC | 2,730 | $628.3K | 0.04% | −5−0.2% | Reduced |
| SkyOak Wealth, LLC | 2,727 | $627.6K | 0.15% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 2,713 | $624.4K | 0.05% | −103−3.7% | Reduced |
| Waldron Private Wealth LLC | 2,695 | $622.9K | 0.03% | −204−7.0% | Reduced |
| Lifeworks Advisors, LLC | 2,694 | $620.0K | 0.17% | +175+6.9% | Added |
| True Vision MN LLC | 2,902 | $619.4K | 0.44% | +2,902 | New |
| Cambridge Trust Co | 2,689 | $618.8K | 0.02% | 00.0% | Unchanged |
| Trust Asset Management LLC | 2,684 | $617.7K | 0.05% | 00.0% | Unchanged |
| Rinkey Investments | 2,675 | $615.6K | 0.22% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 2,672 | $614.9K | 0.14% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,671 | $614.9K | 0.03% | +2,009+303.5% | Added |
| Bank of Hawaii | 2,667 | $613.8K | 0.03% | −655−19.7% | Reduced |
| Foundation Resource Management Inc | 2,665 | $613.3K | 0.10% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 2,621 | $603.3K | 0.12% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 2,621 | $603.2K | 0.05% | 00.0% | Unchanged |
| Sky Investment Group LLC | 2,615 | $601.8K | 0.12% | 00.0% | Unchanged |