Travelers Companies, Inc.

TRV

Exchange: NYSE
Industry: Fire, Marine & Casualty Insurance
SEC CIK: 0000086312

SEC filings (opens in a new tab)

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, Q2 2024

Institutional positions in Travelers Companies, Inc. as of Jun 30, 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: 1,415; −17 vs. Q1 2024
Shares held: 190.7M; +1.89M (+1.0%) vs. Q1 2024
Total value: $38.8B; −$4.60B (−10.6%) vs. Q1 2024
New holders: 114; 509 more added
Sold out: 131; 488 more reduced

20 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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.

Institutional holdersQ2 2024: 1,415 institutions

Value heldQ2 2024: $38.8B

Institutions holding TRV and their total value by quarter
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, Q2 2024

Shares, value and share of portfolio for each institution holding Travelers Companies, Inc.; share changes are against Q1 2024.

Institutions holding TRV in Q2 2024
Institution	Shares	Value	% of portfolio	Change in shares	Action
Coston, McIsaac & Partners	2	$0	0.00%	00.0%	Unchanged
Dogwood Wealth Management LLC	0	$6	0.00%	0	Unchanged
McClarren Financial Advisors, Inc.	406	$10	0.01%	+353+666.0%	Added
Guardian Wealth Management, Inc.	0	$26	0.00%	−2−100.0%	Reduced
Rakuten Securities, Inc.	1	$203	0.00%	−1−50.0%	Reduced
WestEnd Advisors, LLC	1	$203	0.00%	00.0%	Unchanged
ICA Group Wealth Management, LLC	1	$203	0.00%	00.0%	Unchanged
Painted Porch Advisors LLC	2	$317	0.00%	+2	New
Private Ocean, LLC	2	$407	0.00%	+2	New
Hoey Investments, Inc	2	$407	0.00%	+2	New
Coppell Advisory Solutions LLC	3	$610	0.00%	+3	New
Creekmur Asset Management LLC	3	$610	0.00%	+3	New
Camelot Portfolios, LLC	4	$813	0.00%	+4	New
Tanaka Capital Management Inc	6	$1.00K	0.00%	00.0%	Unchanged
Horizon Financial Services, LLC	5	$1.02K	0.00%	00.0%	Unchanged
Twin Tree Management, LP	6	$1.22K	0.00%	−30−83.3%	Reduced
Aspect Partners, LLC	6	$1.22K	0.00%	−7−53.8%	Reduced
Sittner & Nelson, LLC	6	$1.22K	0.00%	00.0%	Unchanged
Breakwater Investment Management	7	$1.42K	0.00%	00.0%	Unchanged
TD Capital Management LLC	7	$1.50K	0.00%	−1−12.5%	Reduced
Thompson Investment Management, Inc.	8	$1.63K	0.00%	00.0%	Unchanged
Front Row Advisors LLC	9	$1.83K	0.00%	00.0%	Unchanged
Fairway Wealth LLC	9	$1.83K	0.00%	+9	New
PSI Advisors, LLC	10	$2.03K	0.00%	00.0%	Unchanged
PFS Partners, LLC	10	$2.03K	0.00%	00.0%	Unchanged
Voisard Asset Management Group, Inc.	10	$2.03K	0.00%	00.0%	Unchanged
Clear Point Advisors Inc.	11	$2.21K	0.00%	00.0%	Unchanged
Cornerstone Planning Group LLC	11	$2.29K	0.00%	+1+10.0%	Added
Carolinas Wealth Consulting LLC	12	$2.44K	0.00%	+2+20.0%	Added
Vista Private Wealth Partners. LLC	12	$2.44K	0.00%	+12	New
Goodman Advisory Group, LLC	14	$2.85K	0.00%	+14	New
Redmont Wealth Advisors LLC	15	$3.05K	0.00%	00.0%	Unchanged
MidAtlantic Capital Management, Inc.	15	$3.05K	0.00%	00.0%	Unchanged
TFC Financial Management	17	$3.46K	0.00%	+3+21.4%	Added
Mattson Financial Services, LLC	17	$3.46K	0.00%	+17	New
Anfield Capital Management, LLC	19	$3.86K	0.00%	+19	New
Hazlett, Burt & Watson, Inc.	18	$4.00K	0.00%	+9+100.0%	Added
PayPay Securities Corp	23	$4.68K	0.39%	00.0%	Unchanged
Triad Wealth Partners, LLC	24	$4.88K	0.00%	+24	New
Avion Wealth	26	$5.00K	0.00%	00.0%	Unchanged
Aspire Private Capital, LLC	27	$5.49K	0.00%	00.0%	Unchanged
Gradient Investments LLC	27	$5.49K	0.00%	+17+170.0%	Added
Archer Investment Corp	27	$5.49K	0.00%	+20+285.7%	Added
Continuum Advisory, LLC	27	$5.50K	0.00%	−233−89.6%	Reduced
Accordant Advisory Group Inc	28	$5.69K	0.01%	00.0%	Unchanged
HWG Holdings LP	28	$5.77K	0.00%	+28	New
JDM Financial Group LLC	30	$6.10K	0.00%	00.0%	Unchanged
Richard W. Paul & Associates, LLC	31	$6.30K	0.00%	00.0%	Unchanged
Versant Capital Management, Inc	32	$6.51K	0.00%	−18−36.0%	Reduced
Frazier Financial Advisors, LLC	32	$6.51K	0.01%	+32	New
Carmichael Hill & Associates, Inc.	33	$6.71K	0.00%	−150−82.0%	Reduced
Davis Capital Management	34	$6.90K	0.01%	00.0%	Unchanged
Northwest Capital Management Inc	34	$6.91K	0.00%	−131−79.4%	Reduced
Raleigh Capital Management Inc.	34	$6.91K	0.00%	−6−15.0%	Reduced
Harvest Fund Management Co., Ltd	35	$7.00K	0.00%	−604−94.5%	Reduced
Capital Analysts, LLC	35	$7.00K	0.00%	00.0%	Unchanged
Your Advocates Ltd., LLP	35	$7.12K	0.00%	00.0%	Unchanged
Highline Wealth Partners LLC	37	$7.52K	0.00%	+10+37.0%	Added
DiNuzzo Private Wealth, Inc.	38	$7.73K	0.00%	+5+15.2%	Added
Albion Financial Group	40	$8.13K	0.00%	00.0%	Unchanged
Barrett & Company, Inc.	43	$8.74K	0.00%	00.0%	Unchanged
Armstrong Advisory Group, Inc	44	$8.95K	0.00%	00.0%	Unchanged
Strengthening Families & Communities, LLC	44	$9.00K	0.00%	+17+63.0%	Added
Householder Group Estate & Retirement Specialist, LLC	45	$9.00K	0.00%	+44+4,400.0%	Added
Legend Financial Advisors, Inc.	45	$9.15K	0.01%	−4−8.2%	Reduced
Center for Financial Planning, Inc.	45	$9.15K	0.00%	00.0%	Unchanged
Cranbrook Wealth Management, LLC	46	$9.35K	0.00%	00.0%	Unchanged
Cypress Capital, LLC	46	$9.39K	0.00%	+46	New
Rosenberg Matthew Hamilton	50	$10.1K	0.00%	00.0%	Unchanged
Missouri Trust & Investment Co	50	$10.2K	0.00%	−15−23.1%	Reduced
DHJJ Financial Advisors, Ltd.	50	$10.2K	0.00%	00.0%	Unchanged
Bogart Wealth, LLC	51	$10.4K	0.00%	00.0%	Unchanged
Centerpoint Advisors, LLC	53	$11.0K	0.00%	+53	New
CarsonAllaria Wealth Management, Ltd.	56	$11.4K	0.01%	+56	New
Ogorek Anthony Joseph	60	$12.0K	0.00%	00.0%	Unchanged
TruNorth Capital Management, LLC	60	$12.2K	0.00%	+60	New
Wetzel Investment Advisors, Inc.	56	$12.9K	0.01%	−45−44.6%	Reduced
Dunhill Financial, LLC	64	$12.9K	0.01%	+1+1.6%	Added
Financial Management Professionals, Inc.	63	$13.0K	0.00%	+2+3.3%	Added
Redwood Wealth Management Group, LLC	65	$13.1K	0.01%	+65	New
Abich Financial Wealth Management LLC	65	$13.2K	0.01%	+65	New
WealthCollab, LLC	65	$13.2K	0.01%	00.0%	Unchanged
Foster Dykema Cabot & Partners, LLC	66	$13.4K	0.00%	00.0%	Unchanged
Scarborough Advisors, LLC	66	$13.4K	0.01%	+1+1.5%	Added
Mascoma Wealth Management LLC	67	$13.6K	0.00%	00.0%	Unchanged
Cetera Trust Company, N.A	68	$13.8K	0.01%	00.0%	Unchanged
Meeder Asset Management Inc	69	$14.0K	0.00%	−1−1.4%	Reduced
Insight Financial Services	69	$14.0K	0.01%	+69	New
Sachetta, LLC	64	$14.1K	0.01%	+8+14.3%	Added
Register Financial Advisors LLC	72	$14.6K	0.01%	00.0%	Unchanged
SOA Wealth Advisors, LLC.	72	$14.7K	0.00%	00.0%	Unchanged
NVWM, LLC	79	$16.1K	0.00%	+75+1,875.0%	Added
Hobbs Group Advisors, LLC	79	$16.1K	0.01%	+79	New
Riverview Trust Co	82	$16.7K	0.02%	00.0%	Unchanged
Semmax Financial Advisors Inc.	81	$17.0K	0.01%	+1+1.3%	Added
Unique Wealth Strategies, LLC	75	$17.3K	0.01%	+75	New
Toth Financial Advisory Corp	85	$17.3K	0.00%	00.0%	Unchanged
Red Tortoise LLC	90	$18.4K	0.01%	00.0%	Unchanged
Operose Advisors LLC	95	$19.3K	0.01%	00.0%	Unchanged
Planning Capital Management Corp	98	$19.9K	0.01%	00.0%	Unchanged