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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Choate Investment Advisors | 7,807 | $1.59M | 0.04% | −460−5.6% | Reduced |
| Community Bank, N.A. | 7,840 | $1.59M | 0.21% | −35−0.4% | Reduced |
| Empirical Finance, LLC | 7,904 | $1.61M | 0.10% | −653−7.6% | Reduced |
| Ancora Advisors, LLC | 7,991 | $1.62M | 0.04% | 00.0% | Unchanged |
| Capital Wealth Planning, LLC | 8,000 | $1.63M | 0.02% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 8,022 | $1.63M | 0.16% | −40−0.5% | Reduced |
| FRG Family Wealth Advisors LLC | 7,900 | $1.65M | 0.32% | 00.0% | Unchanged |
| SpiderRock Advisors, LLC | 8,128 | $1.65M | 0.04% | −41−0.5% | Reduced |
| First National Advisers, LLC | 8,185 | $1.66M | 0.30% | +1,095+15.4% | Added |
| Mitchell McLeod Pugh & Williams Inc | 8,208 | $1.67M | 0.38% | −240−2.8% | Reduced |
| Accredited Investors Inc. | 8,224 | $1.67M | 0.10% | 00.0% | Unchanged |
| Centiva Capital, LP | 8,307 | $1.69M | 0.08% | +7,338+757.3% | Added |
| Dakota Wealth Management | 8,336 | $1.70M | 0.04% | +153+1.9% | Added |
| BancorpSouth Bank | 8,360 | $1.70M | 0.13% | −36−0.4% | Reduced |
| Resources Investment Advisors, LLC. | 8,394 | $1.71M | 0.02% | +3,831+84.0% | Added |
| Ossiam | 8,470 | $1.72M | 0.03% | −33,589−79.9% | Reduced |
| Bank & Trust Co | 8,513 | $1.73M | 1.47% | +8,513 | New |
| Atlantic Edge Private Wealth Management, LLC | 8,623 | $1.75M | 0.59% | +53+0.6% | Added |
| WBH Advisory Inc | 8,656 | $1.76M | 0.18% | −257−2.9% | Reduced |
| Kimelman & Baird, LLC | 8,715 | $1.77M | 0.15% | +8,715 | New |
| Asahi Life Asset Management Co., Ltd. | 8,740 | $1.78M | 1.22% | −2,288−20.7% | Reduced |
| Focus Financial Network, Inc. | 8,100 | $1.79M | 0.08% | +38+0.5% | Added |
| Magnetar Financial LLC | 8,823 | $1.79M | 0.04% | −4,408−33.3% | Reduced |
| Tectonic Advisors LLC | 8,931 | $1.82M | 0.13% | +452+5.3% | Added |
| Arrow Financial Corp | 8,983 | $1.83M | 0.18% | +51+0.6% | Added |
| Stonegate Investment Group, LLC | 9,032 | $1.84M | 0.05% | −211−2.3% | Reduced |
| Entropy Technologies, LP | 9,069 | $1.84M | 0.20% | +6,180+213.9% | Added |
| Cary Street Partner Investment Advisory LLC | 9,074 | $1.85M | 0.07% | −129−1.4% | Reduced |
| Congress Wealth Management LLC | 9,158 | $1.86M | 0.03% | +3,119+51.6% | Added |
| Atlantic Union Bankshares Corp | 9,163 | $1.86M | 0.12% | +2,283+33.2% | Added |
| Pinnacle Holdings, LLC | 9,267 | $1.88M | 0.77% | −145−1.5% | Reduced |
| Oppenheimer & Co Inc | 9,271 | $1.89M | 0.03% | −930−9.1% | Reduced |
| Advanced Portfolio Management, LLC | 9,332 | $1.90M | 1.31% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 9,339 | $1.90M | 0.18% | +522+5.9% | Added |
| Simplicity Wealth,LLC | 9,514 | $1.93M | 0.04% | −6−0.1% | Reduced |
| Bleakley Financial Group, LLC | 9,515 | $1.93M | 0.06% | −33−0.3% | Reduced |
| XTX Topco Ltd | 9,520 | $1.94M | 0.17% | +9,520 | New |
| Cornercap Investment Counsel Inc | 9,523 | $1.94M | 0.32% | −184−1.9% | Reduced |
| Wetherby Asset Management Inc | 9,539 | $1.94M | 0.09% | −290−3.0% | Reduced |
| Parsons Capital Management Inc | 9,586 | $1.95M | 0.13% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 9,652 | $1.96M | 0.21% | 00.0% | Unchanged |
| Wesleyan Assurance Society | 9,740 | $1.98M | 0.17% | 00.0% | Unchanged |
| Greenleaf Trust | 9,761 | $1.98M | 0.02% | +25+0.3% | Added |
| Quantinno Capital Management LP | 9,810 | $1.99M | 0.04% | +1,174+13.6% | Added |
| E. Ohman J:or Asset Management AB | 9,892 | $2.01M | 0.05% | +600+6.5% | Added |
| Rakuten Investment Management, Inc. | 9,751 | $2.02M | 0.01% | +3,613+58.9% | Added |
| NewEdge Wealth, LLC | 10,000 | $2.03M | 0.04% | −325−3.1% | Reduced |
| Savoie Capital LLC | 10,000 | $2.03M | 0.26% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,002 | $2.03M | 0.06% | −3,415−25.5% | Reduced |
| Twin Capital Management Inc | 10,012 | $2.04M | 0.24% | +21+0.2% | Added |
| Everence Capital Management Inc | 9,613 | $2.04M | 0.14% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 10,038 | $2.04M | 0.27% | +62+0.6% | Added |
| United Capital Financial Advisers, LLC | 10,042 | $2.04M | 0.02% | +1,506+17.6% | Added |
| Erste Asset Management GmbH | 9,900 | $2.05M | 0.03% | 00.0% | Unchanged |
| White Pine Capital LLC | 10,081 | $2.05M | 0.78% | −39−0.4% | Reduced |
| Montag A & Associates Inc | 10,119 | $2.06M | 0.10% | 00.0% | Unchanged |
| Veriti Management LLC | 10,353 | $2.11M | 0.13% | +1,273+14.0% | Added |
| GSB Wealth Management, LLC | 10,480 | $2.13M | 0.58% | −227−2.1% | Reduced |
| Colony Group, LLC | 10,505 | $2.14M | 0.01% | +2,769+35.8% | Added |
| Exeter Financial, LLC | 10,557 | $2.15M | 1.02% | +81+0.8% | Added |
| Jump Financial, LLC | 10,644 | $2.16M | 0.04% | −5,813−35.3% | Reduced |
| Peddock Capital Advisors, LLC | 10,659 | $2.17M | 0.56% | −699−6.2% | Reduced |
| First National Trust Co | 10,768 | $2.19M | 0.09% | −1,201−10.0% | Reduced |
| Sigma Planning Corp | 10,860 | $2.21M | 0.07% | +389+3.7% | Added |
| Evercore Wealth Management, LLC | 10,881 | $2.21M | 0.03% | 00.0% | Unchanged |
| Agf Management Ltd | 11,005 | $2.24M | 0.01% | +639+6.2% | Added |
| Stephens Inc | 11,096 | $2.26M | 0.03% | +111+1.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 11,109 | $2.26M | 0.91% | +22+0.2% | Added |
| Kovitz Investment Group Partners, LLC | 11,117 | $2.26M | 0.02% | +3,579+47.5% | Added |
| Twinbeech Capital LP | 11,125 | $2.26M | 0.04% | +11,125 | New |
| Tower Bridge Advisors | 11,153 | $2.27M | 0.25% | −275−2.4% | Reduced |
| Weaver Capital Management LLC | 11,190 | $2.28M | 0.73% | +1,053+10.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 11,341 | $2.31M | 0.09% | +474+4.4% | Added |
| Financial Advisory Service, Inc. | 11,429 | $2.32M | 0.20% | +651+6.0% | Added |
| HB Wealth Management, LLC | 11,434 | $2.32M | 0.03% | +403+3.7% | Added |
| New Mexico Educational Retirement Board | 11,478 | $2.33M | 0.08% | 00.0% | Unchanged |
| Worldquant Millennium Advisors LLC | 11,541 | $2.35M | 0.02% | −240,697−95.4% | Reduced |
| Siemens Fonds Invest GmbH | 11,577 | $2.35M | 0.18% | +117+1.0% | Added |
| Shelton Capital Management | 11,607 | $2.36M | 0.06% | +856+8.0% | Added |
| Metis Global Partners, LLC | 11,846 | $2.41M | 0.08% | −147−1.2% | Reduced |
| Delta Financial Advisors LLC | 11,847 | $2.41M | 0.93% | +10+0.1% | Added |
| Federation des caisses Desjardins du Quebec | 11,970 | $2.43M | 0.01% | +4,083+51.8% | Added |
| Los Angeles Capital Management LLC | 11,983 | $2.44M | 0.01% | −1,979−14.2% | Reduced |
| Compass Wealth Management LLC | 11,992 | $2.44M | 0.60% | +22+0.2% | Added |
| Scientech Research LLC | 12,003 | $2.44M | 0.50% | +10,370+635.0% | Added |
| Horizon Investments, LLC | 12,009 | $2.44M | 0.07% | +37+0.3% | Added |
| Wealthfront Advisers LLC | 12,074 | $2.46M | 0.01% | +447+3.8% | Added |
| Advisory Services Network, LLC | 12,083 | $2.46M | 0.05% | +213+1.8% | Added |
| Vinva Investment Management Ltd | 11,872 | $2.46M | 0.13% | +3,247+37.6% | Added |
| Ieq Capital, LLC | 12,111 | $2.46M | 0.03% | +1,462+13.7% | Added |
| Allspring Global Investments Holdings, LLC | 12,157 | $2.47M | 0.00% | −103,444−89.5% | Reduced |
| Kinneret Advisory, LLC | 12,189 | $2.48M | 0.24% | +1,528+14.3% | Added |
| Accurate Wealth Management, LLC | 11,623 | $2.48M | 0.59% | +11,623 | New |
| Pinnacle Financial Partners Inc | 11,761 | $2.49M | 0.05% | −816−6.5% | Reduced |
| Burney Co | 12,238 | $2.49M | 0.10% | −562−4.4% | Reduced |
| Canandaigua National Bank & Trust Co | 12,246 | $2.49M | 0.27% | −469−3.7% | Reduced |
| D.A. Davidson & Co. | 12,261 | $2.49M | 0.02% | +80+0.7% | Added |
| Nebula Research & Development LLC | 12,413 | $2.52M | 0.41% | +12,413 | New |
| Azimuth Capital Investment Management LLC | 12,459 | $2.53M | 0.10% | −116−0.9% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 12,483 | $2.54M | 0.01% | 00.0% | Unchanged |