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 |
|---|---|---|---|---|---|
| CVA Family Office, LLC | 409 | $83.2K | 0.01% | +14+3.5% | Added |
| Brown Brothers Harriman & Co | 412 | $83.8K | 0.00% | −429−51.0% | Reduced |
| Atlas Capital Advisors LLC | 413 | $84.0K | 0.01% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 420 | $85.4K | 0.03% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 426 | $86.5K | 0.04% | +426 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 426 | $86.6K | 0.03% | +426 | New |
| Addison Advisors LLC | 457 | $92.9K | 0.03% | +76+19.9% | Added |
| Newbridge Financial Services Group, Inc. | 460 | $93.6K | 0.03% | +460 | New |
| TCTC Holdings, LLC | 469 | $95.4K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 471 | $95.8K | 0.01% | −75−13.7% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 430 | $97.2K | 0.00% | −48−10.0% | Reduced |
| Tanglewood Legacy Advisors, LLC | 500 | $101.7K | 0.05% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 500 | $101.8K | 0.01% | −3−0.6% | Reduced |
| Indiana Trust & Investment Management CO | 507 | $103.1K | 0.04% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 509 | $103.6K | 0.01% | +4+0.8% | Added |
| Rocky Mountain Advisers, LLC | 515 | $104.7K | 0.04% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 536 | $109.0K | 0.05% | 00.0% | Unchanged |
| Tompkins Financial Corp | 540 | $109.8K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 542 | $110.2K | 0.06% | +1+0.2% | Added |
| Raffa Wealth Management, LLC | 573 | $116.5K | 0.03% | 00.0% | Unchanged |
| Bray Capital Advisors | 596 | $121.2K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 599 | $121.8K | 0.06% | 00.0% | Unchanged |
| Estabrook Capital Management | 613 | $124.6K | 0.02% | −9−1.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 613 | $124.7K | 0.02% | +65+11.9% | Added |
| Jackson, Grant Investment Advisers, Inc. | 615 | $125.2K | 0.05% | +1+0.2% | Added |
| Dougherty Wealth Advisers LLC | 628 | $127.7K | 0.11% | 00.0% | Unchanged |
| Adirondack Trust Co | 630 | $128.1K | 0.05% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 631 | $128.3K | 0.08% | +631 | New |
| Eagle Bay Advisors LLC | 640 | $130.2K | 0.08% | −281−30.5% | Reduced |
| Clean Yield Group | 650 | $132.2K | 0.05% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 652 | $132.6K | 0.11% | +65+11.1% | Added |
| Massmutual Trust Co FSB | 656 | $133.4K | 0.00% | +95+16.9% | Added |
| Empirical Asset Management, LLC | 11,689 | $137.6K | 0.05% | +9,822+526.1% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 687 | $139.7K | 0.20% | +188+37.7% | Added |
| Glen Eagle Advisors, LLC | 698 | $142.0K | 0.03% | −319−31.4% | Reduced |
| Alta Advisers Ltd | 700 | $142.3K | 0.07% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 659 | $142.6K | 0.01% | +87+15.2% | Added |
| Fairscale Capital, LLC | 679 | $147.9K | 0.13% | +679 | New |
| Blue Chip Partners, Inc. | 740 | $150.5K | 0.01% | +8+1.1% | Added |
| Field & Main Bank | 743 | $151.1K | 0.06% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 743 | $151.1K | 0.05% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 700 | $152.5K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 750 | $152.5K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 756 | $153.7K | 0.01% | +632+509.7% | Added |
| CNB Bank | 794 | $161.5K | 0.08% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 798 | $162.3K | 0.05% | −59−6.9% | Reduced |
| Smartleaf Asset Management LLC | 789 | $163.3K | 0.03% | +418+112.7% | Added |
| Global Financial Private Client, LLC | 834 | $169.6K | 0.07% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 839 | $170.6K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 845 | $171.8K | 0.15% | 00.0% | Unchanged |
| Valley National Advisers Inc | 860 | $174.0K | 0.03% | +5+0.6% | Added |
| Horizons Wealth Management | 867 | $176.4K | 0.14% | −29−3.2% | Reduced |
| Quarry LP | 869 | $176.7K | 0.07% | +620+249.0% | Added |
| Allianz SE | 870 | $176.9K | 0.01% | 00.0% | Unchanged |
| Family Firm, Inc. | 877 | $178.3K | 0.04% | +1+0.1% | Added |
| PEAK6 Investments LLC | 910 | $185.0K | 0.01% | +910 | New |
| Core Alternative Capital | 949 | $193.0K | 0.04% | 00.0% | Unchanged |
| Logan Capital Management Inc | 950 | $193.2K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 964 | $196.0K | 0.02% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 970 | $197.2K | 0.01% | −167−14.7% | Reduced |
| MV Capital Management, Inc. | 974 | $198.1K | 0.02% | +1+0.1% | Added |
| Perpetual Ltd | 984 | $200.1K | 0.00% | +40+4.2% | Added |
| Wealth Quarterback LLC | 985 | $200.2K | 0.11% | −3,123−76.0% | Reduced |
| Global Strategic Investment Solutions, LLC | 985 | $200.3K | 0.02% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 988 | $200.9K | 0.05% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 989 | $201.0K | 0.04% | +4+0.4% | Added |
| Legacy Edge Advisors, LLC | 992 | $201.7K | 0.04% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 994 | $202.1K | 0.11% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 996 | $202.6K | 0.10% | −5−0.5% | Reduced |
| Sageworth Trust Co | 998 | $202.9K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 996 | $203.0K | 0.09% | −204−17.0% | Reduced |
| Pin Oak Investment Advisors Inc | 997 | $203.0K | 0.19% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 1,000 | $203.3K | 0.02% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 1,000 | $203.3K | 0.15% | 00.0% | Unchanged |
| Legal Advantage Investments, Inc. | 1,000 | $203.3K | 0.12% | 00.0% | Unchanged |
| Red Wave Investments LLC | 1,000 | $203.3K | 0.08% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 1,000 | $203.3K | 0.02% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 1,000 | $203.3K | 0.09% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 1,000 | $203.4K | 0.03% | −32−3.1% | Reduced |
| Quantum Financial Advisors, LLC | 1,001 | $203.5K | 0.04% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 1,003 | $204.0K | 0.12% | +115+13.0% | Added |
| McLean Asset Management Corp | 985 | $204.2K | 0.07% | +16+1.7% | Added |
| Templeton & Phillips Capital Management, LLC | 1,005 | $204.4K | 0.18% | +1,005 | New |
| Humankind Investments LLC | 1,007 | $204.8K | 0.05% | −487−32.6% | Reduced |
| Next Capital Management LLC | 1,007 | $204.8K | 0.09% | −22−2.1% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 1,013 | $206.0K | 0.01% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 1,013 | $206.0K | 0.07% | 00.0% | Unchanged |
| Greenup Street Wealth Management LLC | 1,015 | $206.4K | 0.05% | +1,015 | New |
| One Wealth Advisors, LLC | 972 | $206.5K | 0.04% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 1,017 | $206.7K | 0.05% | −30−2.9% | Reduced |
| Wedgewood Investors Inc | 1,020 | $207.4K | 0.25% | +1,020 | New |
| New Wave Wealth Advisors LLC | 1,021 | $207.6K | 0.11% | +1,021 | New |
| HCR Wealth Advisors | 1,023 | $208.0K | 0.03% | 00.0% | Unchanged |
| ORG Partners LLC | 1,026 | $208.2K | 0.03% | +683+199.1% | Added |
| Washington Trust Co | 1,027 | $208.8K | 0.01% | +61+6.3% | Added |
| Baader Bank INC | 1,042 | $210.0K | 0.02% | +1,042 | New |
| Fukoku Mutual Life Insurance Co | 1,036 | $210.7K | 0.02% | +150+16.9% | Added |
| 9258 Wealth Management, LLC | 1,037 | $210.9K | 0.03% | −153−12.9% | Reduced |
| First Financial Bank - Trust Division | 1,038 | $211.1K | 0.02% | +72+7.5% | Added |
| Leonteq Securities AG | 1,042 | $211.9K | 0.03% | −267−20.4% | Reduced |