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 |
|---|---|---|---|---|---|
| Pineridge Advisors LLC | 100 | $20.3K | 0.01% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 100 | $20.3K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 100 | $20.3K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 101 | $20.5K | 0.01% | +1+1.0% | Added |
| Abound Wealth Management | 103 | $21.0K | 0.01% | +32+45.1% | Added |
| GW&K Investment Management, LLC | 104 | $21.0K | 0.00% | +20+23.8% | Added |
| Luken Investment Analytics, LLC | 106 | $21.6K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 110 | $22.4K | 0.01% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 111 | $22.6K | 0.03% | +1+0.9% | Added |
| Fortitude Family Office, LLC | 112 | $22.8K | 0.01% | 00.0% | Unchanged |
| Lynx Investment Advisory | 113 | $23.0K | 0.02% | +113 | New |
| Cassady Schiller Wealth Management, LLC | 114 | $23.2K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 115 | $23.4K | 0.02% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 116 | $23.6K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 118 | $24.0K | 0.01% | +3+2.6% | Added |
| Park Place Capital Corp | 119 | $24.2K | 0.01% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 121 | $24.6K | 0.00% | +121 | New |
| West Branch Capital LLC | 125 | $25.4K | 0.01% | 00.0% | Unchanged |
| ZynergyRetirementPlanningLLC | 132 | $26.8K | 0.02% | +132 | New |
| American Capital Advisory, LLC | 142 | $27.1K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 134 | $27.2K | 0.01% | −21−13.5% | Reduced |
| Godsey & Gibb Associates | 135 | $27.5K | 0.00% | −45−25.0% | Reduced |
| Laurel Wealth Advisors LLC | 138 | $28.1K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 139 | $28.3K | 0.00% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 149 | $28.3K | 0.00% | −13−8.0% | Reduced |
| Gilliland Jeter Wealth Management LLC | 143 | $29.1K | 0.01% | 00.0% | Unchanged |
| Trust Co | 144 | $29.3K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 149 | $30.4K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 150 | $30.5K | 0.01% | −30−16.7% | Reduced |
| Wellington Shields Capital Management, LLC | 150 | $30.5K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 150 | $30.5K | 0.02% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 150 | $30.5K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 151 | $30.7K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 152 | $30.9K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 152 | $30.9K | 0.01% | −480−75.9% | Reduced |
| North Star Investment Management Corp. | 153 | $31.1K | 0.00% | −352−69.7% | Reduced |
| Institutional & Family Asset Management, LLC | 155 | $31.5K | 0.00% | −16−9.4% | Reduced |
| First Command Advisory Services, Inc. | 158 | $32.1K | 0.00% | 00.0% | Unchanged |
| American National Bank | 160 | $32.5K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 168 | $34.2K | 0.00% | 00.0% | Unchanged |
| SWS Partners | 169 | $34.6K | 0.01% | +169 | New |
| SJS Investment Consulting Inc. | 170 | $34.6K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 170 | $35.0K | 0.01% | −29−14.6% | Reduced |
| Opal Wealth Advisors, LLC | 175 | $35.6K | 0.01% | −9−4.9% | Reduced |
| Country Trust Bank | 175 | $35.6K | 0.00% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 179 | $36.4K | 0.00% | −15−7.7% | Reduced |
| Nemes Rush Group LLC | 185 | $37.6K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 189 | $38.4K | 0.02% | +1+0.5% | Added |
| Bangor Savings Bank | 192 | $39.0K | 0.00% | +44+29.7% | Added |
| Heritage Wealth Advisors | 194 | $39.4K | 0.00% | −1,347−87.4% | Reduced |
| McIlrath & Eck, LLC | 200 | $40.7K | 0.01% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 200 | $40.7K | 0.03% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 200 | $40.7K | 0.00% | +200 | New |
| Princeton Global Asset Management LLC | 202 | $41.1K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 204 | $41.5K | 0.00% | +1+0.5% | Added |
| Private Wealth Management Group, LLC | 204 | $41.5K | 0.02% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 205 | $41.7K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Advisors | 208 | $42.4K | 0.00% | −74−26.2% | Reduced |
| Edmond de Rothschild Holding S.A. | 221 | $44.9K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 226 | $46.0K | 0.01% | −119−34.5% | Reduced |
| Sit Investment Associates Inc | 226 | $46.0K | 0.00% | 00.0% | Unchanged |
| Motco | 231 | $47.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 237 | $48.2K | 0.04% | −4−1.7% | Reduced |
| Atwood & Palmer Inc | 238 | $48.4K | 0.00% | −335−58.5% | Reduced |
| Independence Bank of Kentucky | 247 | $50.2K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 249 | $50.6K | 0.01% | +149+149.0% | Added |
| Monetary Management Group Inc | 250 | $50.8K | 0.01% | −400−61.5% | Reduced |
| Financial Network Wealth Advisors LLC | 254 | $51.6K | 0.04% | +254 | New |
| Tyler-Stone Wealth Management | 264 | $53.7K | 0.02% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 278 | $56.5K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 279 | $56.7K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 280 | $56.9K | 0.02% | 00.0% | Unchanged |
| Vestor Capital, LLC | 282 | $57.0K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 283 | $57.6K | 0.02% | −738−72.3% | Reduced |
| Financial Perspectives, Inc | 290 | $59.0K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 305 | $62.0K | 0.01% | −4−1.3% | Reduced |
| Bell Investment Advisors, Inc | 306 | $62.2K | 0.01% | +1+0.3% | Added |
| Northwest Bank & Trust Co | 308 | $62.6K | 0.05% | +248+413.3% | Added |
| Peoples Financial Services Corp. | 309 | $62.8K | 0.03% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 309 | $62.8K | 0.00% | +70+29.3% | Added |
| Covestor Ltd | 310 | $63.0K | 0.04% | +48+18.3% | Added |
| Valued Wealth Advisors LLC | 310 | $63.1K | 0.04% | +9+3.0% | Added |
| Main Street Group, LTD | 319 | $64.8K | 0.03% | −16−4.8% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 321 | $65.3K | 0.02% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 322 | $65.6K | 0.03% | +322 | New |
| Prestige Wealth Management Group LLC | 323 | $65.7K | 0.01% | −38−10.5% | Reduced |
| RE Dickinson Investment Advisors, LLC | 325 | $66.1K | 0.04% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 308 | $66.7K | 0.02% | +308 | New |
| First Foundation Advisors | 331 | $67.3K | 0.00% | −167−33.5% | Reduced |
| Central Bank & Trust Co | 340 | $69.1K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 342 | $69.5K | 0.01% | +2+0.6% | Added |
| Rogco, LP | 343 | $69.7K | 0.03% | 00.0% | Unchanged |
| First Financial Corp | 351 | $71.4K | 0.04% | −30−7.9% | Reduced |
| Crewe Advisors LLC | 354 | $72.0K | 0.01% | −2−0.6% | Reduced |
| Hexagon Capital Partners LLC | 364 | $74.0K | 0.02% | −8−2.2% | Reduced |
| First United Bank Trust | 364 | $74.0K | 0.03% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 372 | $75.6K | 0.02% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 387 | $78.7K | 0.03% | +2+0.5% | Added |
| Harbor Investment Advisory, LLC | 400 | $81.3K | 0.01% | −22−5.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 407 | $82.7K | 0.01% | 00.0% | Unchanged |