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 |
|---|---|---|---|---|---|
| Franklin Street Advisors Inc | 2,593 | $597.0K | 0.04% | 00.0% | Unchanged |
| Brighton Jones LLC | 2,587 | $595.3K | 0.02% | −98−3.6% | Reduced |
| Gsa Capital Partners LLP | 2,575 | $593.0K | 0.05% | +2,575 | New |
| Orrstown Financial Services Inc | 2,564 | $590.1K | 0.33% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,562 | $589.6K | 0.03% | +17+0.7% | Added |
| River Wealth Advisors LLC | 2,558 | $588.8K | 0.09% | +257+11.2% | Added |
| EP Wealth Advisors, LLC | 2,556 | $588.2K | 0.01% | −7−0.3% | Reduced |
| Hillsdale Investment Management Inc. | 2,550 | $586.9K | 0.05% | +2,550 | New |
| HTLF Bank | 2,543 | $585.2K | 0.07% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,536 | $583.6K | 0.01% | +496+24.3% | Added |
| First National Bank Sioux Falls | 2,524 | $580.9K | 0.32% | −9−0.4% | Reduced |
| Transcend Wealth Collective, LLC | 2,522 | $580.5K | 0.05% | −105−4.0% | Reduced |
| GTS Securities LLC | 2,507 | $577.0K | 0.02% | −1,314−34.4% | Reduced |
| Beacon Investment Advisors LLC | 2,498 | $574.9K | 0.33% | +20+0.8% | Added |
| Jeppson Wealth Management, LLC | 2,490 | $573.0K | 0.22% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 2,456 | $565.2K | 0.15% | −40−1.6% | Reduced |
| Cipher Capital LP | 2,445 | $562.7K | 0.26% | −5,123−67.7% | Reduced |
| Schechter Investment Advisors, LLC | 2,430 | $559.2K | 0.04% | +324+15.4% | Added |
| Alhambra Investment Partners LLC | 2,420 | $556.9K | 0.30% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 2,412 | $555.1K | 0.06% | −335−12.2% | Reduced |
| Cigna Investments Inc | 2,409 | $554.0K | 0.11% | −26−1.1% | Reduced |
| Salvus Wealth Management, LLC | 2,399 | $552.1K | 0.38% | −15−0.6% | Reduced |
| Cozad Asset Management Inc | 2,390 | $550.0K | 0.06% | −400−14.3% | Reduced |
| Grimes & Company, Inc. | 2,384 | $548.7K | 0.02% | −36−1.5% | Reduced |
| Penserra Capital Management LLC | 2,381 | $547.0K | 0.01% | −1,006−29.7% | Reduced |
| Sawgrass Asset Management LLC | 2,369 | $545.2K | 0.06% | −140−5.6% | Reduced |
| Harbour Capital Advisors, LLC | 2,390 | $544.6K | 0.13% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 2,385 | $544.1K | 0.06% | −473,445−99.5% | Reduced |
| Daymark Wealth Partners, LLC | 106,883 | $538.4K | 0.03% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 2,325 | $535.1K | 0.05% | +10.0% | Added |
| Avantax Planning Partners, Inc. | 2,324 | $534.9K | 0.02% | +869+59.7% | Added |
| AdvisorNet Financial, Inc | 2,309 | $531.4K | 0.05% | −1,060−31.5% | Reduced |
| WFA Asset Management Corp | 2,307 | $530.9K | 0.28% | +12+0.5% | Added |
| Lake Street Advisors Group, LLC | 2,306 | $530.7K | 0.02% | +44+1.9% | Added |
| InterOcean Capital Group, LLC | 2,306 | $530.7K | 0.01% | +11+0.5% | Added |
| Moody Lynn & Lieberson, LLC | 2,297 | $528.6K | 0.04% | 00.0% | Unchanged |
| City State Bank | 2,296 | $528.0K | 0.23% | −20−0.9% | Reduced |
| Leavell Investment Management, Inc. | 2,296 | $528.0K | 0.03% | 00.0% | Unchanged |
| PFG Investments, LLC | 2,286 | $526.2K | 0.03% | +2,286 | New |
| Appleton Partners Inc | 2,264 | $521.0K | 0.04% | −50−2.2% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,258 | $519.6K | 0.09% | −33−1.4% | Reduced |
| Hartline Investment Corp | 2,258 | $519.6K | 0.09% | +2,258 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 2,253 | $518.5K | 0.01% | +75+3.4% | Added |
| Keystone Financial Group | 2,252 | $518.3K | 0.08% | +190+9.2% | Added |
| Guardian Wealth Advisors, LLC | 2,242 | $516.0K | 0.06% | +45+2.0% | Added |
| Howland Capital Management LLC | 2,241 | $515.7K | 0.02% | +215+10.6% | Added |
| South State Corp. | 2,239 | $515.3K | 0.04% | +37+1.7% | Added |
| Green Square Capital Advisors LLC | 2,217 | $510.2K | 0.07% | 00.0% | Unchanged |
| Opus Capital Group, LLC | 2,209 | $508.0K | 0.07% | −283−11.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 2,207 | $507.9K | 0.01% | −15−0.7% | Reduced |
| Tudor Investment Corp Et Al | 2,184 | $502.6K | 0.01% | +2,184 | New |
| Fisher Asset Management, LLC | 2,178 | $501.4K | 0.00% | +352+19.3% | Added |
| PFG Advisors | 2,165 | $498.4K | 0.04% | +941+76.9% | Added |
| Great Valley Advisor Group, Inc. | 2,161 | $497.8K | 0.02% | +72+3.4% | Added |
| RMB Capital Management, LLC | 2,161 | $497.4K | 0.01% | +880+68.7% | Added |
| Veracity Capital LLC | 2,156 | $496.2K | 0.19% | +251+13.2% | Added |
| SRS Capital Advisors, Inc. | 2,155 | $496.1K | 0.05% | +91+4.4% | Added |
| Seamount Financial Group Inc | 2,154 | $495.7K | 0.43% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 2,149 | $494.5K | 0.04% | −23,969−91.8% | Reduced |
| Chesapeake Asset Management LLC | 2,137 | $491.8K | 0.49% | −1,123−34.4% | Reduced |
| Empower Advisory Group, LLC | 2,115 | $486.7K | 0.00% | +1,002+90.0% | Added |
| Evernest Financial Advisors, LLC | 2,271 | $486.1K | 0.23% | +16+0.7% | Added |
| Northcape Wealth Management, LLC | 2,100 | $483.3K | 0.18% | −400−16.0% | Reduced |
| Wedmont Private Capital | 2,126 | $475.9K | 0.03% | +258+13.8% | Added |
| SeaCrest Wealth Management, LLC | 2,068 | $475.9K | 0.06% | −438−17.5% | Reduced |
| Ridgecrest Wealth Partners, LLC | 2,066 | $475.5K | 0.28% | +10.0% | Added |
| Diligent Investors, LLC | 2,056 | $473.2K | 0.12% | 00.0% | Unchanged |
| First Affirmative Financial Network | 2,038 | $469.0K | 0.35% | −135−6.2% | Reduced |
| Oberweis Asset Management Inc | 2,036 | $468.6K | 0.03% | −30−1.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 2,030 | $467.2K | 0.05% | +21+1.0% | Added |
| Boston Trust Walden Corp | 2,028 | $466.7K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 2,027 | $466.5K | 0.13% | +2,000+7,407.4% | Added |
| Ledyard National Bank | 2,024 | $465.8K | 0.05% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 2,024 | $465.8K | 0.09% | −15−0.7% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 2,015 | $463.7K | 0.26% | 00.0% | Unchanged |
| Stegent Equity Advisors, Inc. | 2,015 | $463.7K | 0.47% | +2,015 | New |
| Level Four Advisory Services, LLC | 2,433 | $463.5K | 0.03% | 00.0% | Unchanged |
| Invesco, LLC | 1,988 | $457.5K | 0.19% | −620−23.8% | Reduced |
| Robertson Stephens Wealth Management, LLC | 1,984 | $456.6K | 0.02% | −1−0.1% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 1,977 | $455.0K | 0.04% | −19,482−90.8% | Reduced |
| MONECO Advisors, LLC | 1,974 | $454.3K | 0.07% | −27−1.3% | Reduced |
| Vicus Capital | 1,966 | $452.5K | 0.04% | +1,966 | New |
| Athena Investment Management | 1,966 | $452.5K | 0.27% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 1,965 | $452.2K | 0.32% | +4+0.2% | Added |
| Wintrust Investments LLC | 1,957 | $450.0K | 0.04% | +5+0.3% | Added |
| Whalerock Point Partners, LLC | 1,952 | $449.2K | 0.12% | 00.0% | Unchanged |
| First National Corp | 2,357 | $449.0K | 0.11% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 1,944 | $447.4K | 0.08% | +1,944 | New |
| Northeast Investment Management | 1,942 | $446.9K | 0.02% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 1,938 | $446.0K | 0.07% | +38+2.0% | Added |
| Marco Investment Management LLC | 1,936 | $445.6K | 0.04% | +1+0.1% | Added |
| Dana Investment Advisors, Inc. | 1,934 | $445.1K | 0.01% | −548−22.1% | Reduced |
| Evergreen Capital Management LLC | 1,933 | $444.9K | 0.02% | +37+2.0% | Added |
| Sanibel Captiva Trust Company, Inc. | 1,928 | $443.7K | 0.02% | +183+10.5% | Added |
| Valley Brook Capital Group | 1,927 | $443.5K | 0.35% | 00.0% | Unchanged |
| Spinnaker Trust | 1,919 | $441.6K | 0.03% | +14+0.7% | Added |
| Nomura Holdings Inc | 1,917 | $441.2K | 0.00% | −2,673−58.2% | Reduced |
| Mesirow Financial Investment Management, Inc. | 1,917 | $441.0K | 0.01% | +1,917 | New |
| Girard Partners Ltd. | 1,915 | $440.7K | 0.04% | −37−1.9% | Reduced |
| First Trust Investment Solutions L.P. | 1,909 | $439.4K | 0.08% | −4,443−69.9% | Reduced |