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 |
|---|---|---|---|---|---|
| Jarislowsky, Fraser Ltd | 1,043 | $212.1K | 0.00% | +3+0.3% | Added |
| Westpac Banking Corp | 1,047 | $212.9K | 0.02% | −222−17.5% | Reduced |
| Voya Financial Advisors, Inc. | 1,029 | $213.0K | 0.02% | −81−7.3% | Reduced |
| Legacy Trust | 1,051 | $213.7K | 0.05% | −174−14.2% | Reduced |
| NDVR, Inc. | 1,057 | $214.9K | 0.22% | −65−5.8% | Reduced |
| Pettee Investors, Inc. | 1,059 | $215.3K | 0.10% | 00.0% | Unchanged |
| Patten & Patten Inc | 1,062 | $216.0K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 1,065 | $216.6K | 0.05% | 00.0% | Unchanged |
| Centennial Bank | 1,066 | $216.8K | 0.11% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 1,069 | $217.4K | 0.02% | +69+6.9% | Added |
| Advisory Alpha, LLC | 1,071 | $217.8K | 0.01% | +1,071 | New |
| Baxter Bros Inc | 1,071 | $217.8K | 0.03% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,072 | $218.0K | 0.01% | +200+22.9% | Added |
| Altfest L J & Co Inc | 1,070 | $218.0K | 0.03% | −321−23.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,076 | $218.8K | 0.03% | +2+0.2% | Added |
| Sym Financial Corp | 1,078 | $219.2K | 0.03% | +1,078 | New |
| Alpha DNA Investment Management LLC | 1,085 | $220.6K | 0.13% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 1,085 | $220.6K | 0.06% | +7+0.6% | Added |
| Main Street Financial Solutions, LLC | 1,088 | $221.1K | 0.02% | −30−2.7% | Reduced |
| Blume Capital Management, Inc. | 1,100 | $223.7K | 0.05% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 1,100 | $223.7K | 0.14% | 00.0% | Unchanged |
| Willner & Heller, LLC | 1,101 | $223.8K | 0.21% | +11+1.0% | Added |
| Alpha Cubed Investments, LLC | 1,102 | $224.1K | 0.01% | +14+1.3% | Added |
| Foundations Investment Advisors, LLC | 1,103 | $224.3K | 0.01% | +1,103 | New |
| Farmers & Merchants Investments Inc | 1,108 | $225.3K | 0.01% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 1,132 | $230.2K | 0.10% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 1,135 | $230.7K | 0.06% | −37−3.2% | Reduced |
| Avestar Capital, LLC | 1,141 | $232.0K | 0.03% | +94+9.0% | Added |
| EagleClaw Capital Managment, LLC | 1,146 | $233.0K | 0.04% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 1,147 | $233.2K | 0.05% | +92+8.7% | Added |
| State of Wyoming | 1,148 | $233.4K | 0.04% | −330−22.3% | Reduced |
| Anchor Investment Management, LLC | 1,153 | $234.5K | 0.02% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 1,155 | $234.8K | 0.04% | +2+0.2% | Added |
| Harbour Investments, Inc. | 1,156 | $235.1K | 0.01% | −36−3.0% | Reduced |
| Cobblestone Capital Advisors LLC | 1,157 | $235.3K | 0.01% | 00.0% | Unchanged |
| Sippican Capital Advisors | 1,161 | $236.1K | 0.19% | −11−0.9% | Reduced |
| Central Pacific Bank - Trust Division | 1,161 | $236.1K | 0.03% | +68+6.2% | Added |
| Wealthspan Partners, LLC | 1,163 | $236.5K | 0.13% | −20−1.7% | Reduced |
| Lake Street Financial LLC | 1,163 | $236.5K | 0.03% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 1,163 | $236.5K | 0.03% | +1,163 | New |
| Mach-1 Financial Group, Inc. | 1,164 | $236.7K | 0.17% | −388−25.0% | Reduced |
| St Germain D J Co Inc | 1,164 | $236.7K | 0.01% | +248+27.1% | Added |
| Gratus Capital LLC | 1,168 | $237.5K | 0.01% | +1,168 | New |
| SFMG, LLC | 1,169 | $237.7K | 0.02% | −90−7.1% | Reduced |
| Castle Rock Wealth Management, LLC | 1,172 | $237.9K | 0.06% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 1,175 | $239.0K | 0.01% | +1,175 | New |
| New Potomac Partners, LLC | 1,184 | $240.8K | 0.13% | 00.0% | Unchanged |
| Apella Capital, LLC | 1,191 | $241.9K | 0.01% | +1+0.1% | Added |
| Means Investment Co., Inc. | 1,197 | $243.4K | 0.03% | +1+0.1% | Added |
| Builder Investment Group Inc | 1,200 | $244.0K | 0.07% | 00.0% | Unchanged |
| Cape Ann Savings Bank | 1,200 | $244.0K | 0.15% | 00.0% | Unchanged |
| Everpar Advisors LLC | 1,201 | $244.2K | 0.12% | +102+9.3% | Added |
| Crestwood Advisors Group LLC | 1,205 | $244.9K | 0.01% | −163−11.9% | Reduced |
| Trust Point Inc. | 1,206 | $245.2K | 0.02% | −594−33.0% | Reduced |
| Wealth Architects, LLC | 1,213 | $246.7K | 0.03% | +15+1.3% | Added |
| Ariston Services Group | 1,215 | $247.1K | 0.24% | −5−0.4% | Reduced |
| CRA Financial Services, LLC | 1,215 | $247.1K | 0.05% | 00.0% | Unchanged |
| Laffer Tengler Investments | 1,217 | $247.5K | 0.05% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 1,220 | $248.1K | 0.14% | +30+2.5% | Added |
| Sage Rhino Capital LLC | 1,224 | $248.9K | 0.06% | +64+5.5% | Added |
| WR Wealth Planners, LLC | 1,227 | $249.5K | 0.08% | −2−0.2% | Reduced |
| SPC Financial, Inc. | 1,230 | $250.1K | 0.02% | +4+0.3% | Added |
| Liberty Capital Management, Inc. | 1,230 | $250.1K | 0.06% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 1,234 | $250.9K | 0.02% | 00.0% | Unchanged |
| Santori & Peters | 1,236 | $251.4K | 0.11% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,248 | $253.8K | 0.01% | −1,423−53.3% | Reduced |
| JJJ Advisors Inc. | 1,249 | $254.0K | 0.05% | 00.0% | Unchanged |
| Advisors Management Group Inc | 1,248 | $254.0K | 0.06% | −1−0.1% | Reduced |
| Slocum, Gordon & Co LLP | 1,250 | $254.2K | 0.19% | 00.0% | Unchanged |
| Sloy Dahl & Holst, LLC | 1,252 | $254.6K | 0.05% | 00.0% | Unchanged |
| Earnest Partners LLC | 1,260 | $256.2K | 0.00% | −67−5.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 1,268 | $257.8K | 0.13% | −2−0.2% | Reduced |
| Arkadios Wealth Advisors | 1,270 | $258.2K | 0.02% | +1,270 | New |
| Scotia Capital Inc. | 1,270 | $258.2K | 0.00% | +1,270 | New |
| Monument Capital Management | 1,271 | $258.5K | 0.08% | −92−6.7% | Reduced |
| Mayfair Advisory Group, LLC | 1,231 | $260.5K | 0.18% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 1,285 | $261.0K | 0.22% | −226−15.0% | Reduced |
| Live Oak Private Wealth LLC | 1,286 | $261.5K | 0.04% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 1,288 | $262.2K | 0.10% | +1,288 | New |
| Eagle Ridge Investment Management | 1,291 | $262.5K | 0.02% | 00.0% | Unchanged |
| Advisor OS, LLC | 1,294 | $263.2K | 0.03% | −167−11.4% | Reduced |
| Caldwell Trust Co | 1,295 | $263.3K | 0.03% | −10−0.8% | Reduced |
| Formidable Asset Management, LLC | 1,299 | $264.1K | 0.04% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,302 | $264.7K | 0.02% | 00.0% | Unchanged |
| Gateway Advisory, LLC | 1,303 | $265.1K | 0.05% | +268+25.9% | Added |
| Van Strum & Towne Inc. | 1,304 | $265.2K | 0.10% | 00.0% | Unchanged |
| Wealth Effects LLC | 1,306 | $265.5K | 0.10% | −15−1.1% | Reduced |
| Blueshift Asset Management, LLC | 1,311 | $266.6K | 0.09% | +1,311 | New |
| Inscription Capital, LLC | 1,311 | $266.6K | 0.04% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 1,313 | $267.8K | 0.01% | −604−31.5% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 1,318 | $268.1K | 0.07% | +5+0.4% | Added |
| Sunbelt Securities, Inc. | 1,319 | $268.2K | 0.03% | +1+0.1% | Added |
| West Family Investments, Inc. | 1,320 | $268.4K | 0.08% | −67−4.8% | Reduced |
| JFS Wealth Advisors, LLC | 1,326 | $269.6K | 0.02% | −83−5.9% | Reduced |
| Old Port Advisors | 1,327 | $269.8K | 0.08% | +26+2.0% | Added |
| Capital Investment Advisors, LLC | 1,331 | $270.7K | 0.01% | +124+10.3% | Added |
| Strategic Financial Services, Inc, | 1,332 | $270.8K | 0.02% | +1,332 | New |
| Naples Money Management LLC | 1,336 | $271.2K | 0.23% | +13+1.0% | Added |
| TrinityPoint Wealth, LLC | 1,334 | $271.3K | 0.04% | −26−1.9% | Reduced |
| Adviser Investments LLC | 1,341 | $272.7K | 0.00% | 00.0% | Unchanged |