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 |
|---|---|---|---|---|---|
| Five Oceans Advisors | 1,342 | $272.9K | 0.14% | −166−11.0% | Reduced |
| Calamos Wealth Management LLC | 1,342 | $272.9K | 0.01% | −47−3.4% | Reduced |
| First Nebraska Trust Co | 1,345 | $273.5K | 0.03% | −25−1.8% | Reduced |
| Great Waters Wealth Management | 1,350 | $274.6K | 0.04% | +7+0.5% | Added |
| Skopos Labs, Inc. | 1,209 | $275.8K | 0.12% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 1,363 | $277.2K | 0.02% | +1,363 | New |
| Henrickson Nauta Wealth Advisors, Inc. | 1,370 | $278.6K | 0.12% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,376 | $279.8K | 0.03% | +1+0.1% | Added |
| Advus Financial Partners, LLC | 1,377 | $280.0K | 0.09% | −96−6.5% | Reduced |
| Rehmann Capital Advisory Group | 1,378 | $280.2K | 0.02% | −29−2.1% | Reduced |
| Strait & Sound Wealth Management LLC | 1,383 | $281.2K | 0.14% | −55−3.8% | Reduced |
| Dearborn Partners LLC | 1,387 | $282.1K | 0.01% | −225−14.0% | Reduced |
| CX Institutional | 1,392 | $283.1K | 0.01% | −29−2.0% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 1,394 | $283.5K | 0.07% | 00.0% | Unchanged |
| AlTi Global, Inc. | 1,400 | $284.7K | 0.01% | −105−7.0% | Reduced |
| Moneta Group Investment Advisors LLC | 1,403 | $285.3K | 0.00% | +34+2.5% | Added |
| New Hampshire Trust | 1,405 | $285.7K | 0.07% | +5+0.4% | Added |
| Oakworth Capital, Inc. | 1,406 | $285.9K | 0.02% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 1,412 | $287.1K | 0.03% | +1,412 | New |
| Sherbrooke Park Advisers LLC | 1,432 | $291.2K | 0.05% | +87+6.5% | Added |
| Brookstone Capital Management | 1,321 | $291.8K | 0.00% | −309−19.0% | Reduced |
| Financial Engines Advisors L.L.C. | 1,435 | $291.8K | 0.00% | +1,435 | New |
| Fairhaven Wealth Management, LLC | 1,444 | $293.6K | 0.10% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,445 | $293.8K | 0.05% | −15−1.0% | Reduced |
| Sandy Spring Bank | 1,449 | $294.7K | 0.01% | +16+1.1% | Added |
| Manchester Capital Management LLC | 1,452 | $295.3K | 0.04% | +4+0.3% | Added |
| Hilltop National Bank | 1,454 | $295.7K | 0.10% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 1,457 | $296.3K | 0.11% | +40+2.8% | Added |
| MKT Advisors LLC | 1,459 | $296.4K | 0.15% | 00.0% | Unchanged |
| Colonial Trust Co | 1,458 | $296.5K | 0.05% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 1,346 | $296.6K | 0.01% | +11+0.8% | Added |
| Tiemann Investment Advisors, LLC | 1,460 | $296.9K | 0.13% | 00.0% | Unchanged |
| NBT Bank N A | 1,462 | $297.3K | 0.02% | −76−4.9% | Reduced |
| Pinebridge Investments, L.P. | 1,465 | $297.9K | 0.00% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 1,466 | $298.1K | 0.00% | −712−32.7% | Reduced |
| Intrua Financial, LLC | 1,474 | $299.7K | 0.05% | +12+0.8% | Added |
| Catalina Capital Group, LLC | 1,479 | $300.7K | 0.11% | +69+4.9% | Added |
| Farmers Trust Co | 1,486 | $302.2K | 0.06% | −28−1.8% | Reduced |
| Fiduciary Financial Group, LLC | 1,391 | $302.9K | 0.07% | +1,391 | New |
| Windsor Capital Management, LLC | 1,490 | $303.0K | 0.09% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 1,495 | $304.0K | 0.13% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 1,500 | $305.0K | 0.22% | +585+63.9% | Added |
| BLB&B Advisors, LLC | 1,502 | $305.4K | 0.02% | −30−2.0% | Reduced |
| Randolph Co Inc | 1,503 | $305.6K | 0.04% | −52−3.3% | Reduced |
| Rathbone Brothers plc | 1,508 | $306.6K | 0.00% | +342+29.3% | Added |
| West Coast Financial LLC | 1,509 | $306.8K | 0.04% | −2−0.1% | Reduced |
| Wealthcare Advisory Partners LLC | 1,514 | $307.9K | 0.01% | +102+7.2% | Added |
| G2 Capital Management, LLC | 1,516 | $308.3K | 0.10% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 1,516 | $308.3K | 0.02% | 00.0% | Unchanged |
| Carr Financial Group Corp | 1,518 | $308.6K | 0.10% | +1+0.1% | Added |
| Wellington Shields & Co., LLC | 1,518 | $308.7K | 0.10% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 1,518 | $308.7K | 0.05% | +45+3.1% | Added |
| Aspen Investment Management Inc | 1,522 | $309.0K | 0.15% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 1,521 | $309.3K | 0.03% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 1,528 | $310.7K | 0.03% | +650+74.0% | Added |
| Wellington Wealth Strategies, LLC. | 1,549 | $315.0K | 1.35% | +1,549 | New |
| PrairieView Partners, LLC | 1,550 | $315.0K | 0.04% | 00.0% | Unchanged |
| Csenge Advisory Group | 1,562 | $317.6K | 0.02% | −51−3.2% | Reduced |
| Burke & Herbert Bank & Trust Co | 1,562 | $317.6K | 0.08% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 1,565 | $318.2K | 0.01% | +1,565 | New |
| Somerville Kurt F | 1,575 | $320.3K | 0.05% | 00.0% | Unchanged |
| Bremer Bank National Association | 1,581 | $321.5K | 0.06% | −1,287−44.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,583 | $321.9K | 0.03% | 00.0% | Unchanged |
| Renaissance Group LLC | 1,587 | $322.7K | 0.01% | +22+1.4% | Added |
| Essex Savings Bank | 1,592 | $323.7K | 0.09% | +20+1.3% | Added |
| New Century Financial Group, LLC | 1,592 | $323.7K | 0.14% | +1,592 | New |
| Proficio Capital Partners LLC | 1,597 | $324.6K | 0.03% | +1+0.1% | Added |
| Paloma Partners Management Co | 1,602 | $325.8K | 0.03% | +1,602 | New |
| Legacy Private Trust Co. | 1,603 | $326.0K | 0.02% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 1,605 | $326.4K | 0.06% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 1,622 | $329.8K | 0.35% | +129+8.6% | Added |
| Cornerstone Wealth Management, LLC | 1,624 | $330.1K | 0.03% | +130+8.7% | Added |
| Fiduciary Group LLC | 1,633 | $332.1K | 0.04% | −16−1.0% | Reduced |
| Smith, Moore & Co. | 1,635 | $332.5K | 0.03% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 1,635 | $332.5K | 0.02% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 1,638 | $333.0K | 0.01% | +109+7.1% | Added |
| Robertson Stephens Wealth Management, LLC | 1,638 | $333.1K | 0.02% | −346−17.4% | Reduced |
| Charter Trust Co | 1,666 | $338.8K | 0.02% | 00.0% | Unchanged |
| Thomasville National Bank | 1,670 | $339.6K | 0.03% | +107+6.8% | Added |
| Investors Research Corp | 1,672 | $340.0K | 0.08% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 1,679 | $341.5K | 0.07% | +1,679 | New |
| Prime Capital Investment Advisors, LLC | 1,681 | $341.8K | 0.01% | −21−1.2% | Reduced |
| Summit Trail Advisors, LLC | 1,687 | $342.9K | 0.01% | +30+1.8% | Added |
| Destination Wealth Management | 1,687 | $343.0K | 0.01% | +1+0.1% | Added |
| Busey Wealth Management | 1,690 | $343.6K | 0.01% | −116−6.4% | Reduced |
| Global Retirement Partners, LLC | 1,696 | $344.8K | 0.01% | +406+31.5% | Added |
| Neville Rodie & Shaw Inc | 1,700 | $346.0K | 0.03% | 00.0% | Unchanged |
| PDS Planning, Inc | 1,720 | $349.7K | 0.04% | +4+0.2% | Added |
| Pavion Blue Capital, LLC | 1,724 | $350.6K | 0.17% | 00.0% | Unchanged |
| Golden State Equity Partners | 1,724 | $350.6K | 0.07% | +1,724 | New |
| BFSG, LLC | 1,739 | $353.6K | 0.04% | 00.0% | Unchanged |
| Veracity Capital LLC | 1,745 | $354.9K | 0.15% | −411−19.1% | Reduced |
| ForthRight Wealth Management, LLC | 1,754 | $356.7K | 0.13% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 1,795 | $357.8K | 0.29% | +144+8.7% | Added |
| Trueblood Wealth Management, LLC | 1,766 | $359.2K | 0.20% | +13+0.7% | Added |
| Evermay Wealth Management LLC | 1,770 | $359.9K | 0.06% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 1,771 | $360.0K | 0.10% | +48+2.8% | Added |
| Jones Financial Companies LLLP | 1,780 | $362.0K | 0.00% | +1,127+172.6% | Added |
| Insigneo Advisory Services, LLC | 1,742 | $363.4K | 0.04% | +207+13.5% | Added |
| Deerfield Management Company, L.P. (Series C) | 1,794 | $364.8K | 0.01% | +543+43.4% | Added |