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 |
|---|---|---|---|---|---|
| Summit Financial, LLC | 1,797 | $365.4K | 0.02% | +1,797 | New |
| Mechanics Bank Trust Department | 1,800 | $366.0K | 0.05% | −138−7.1% | Reduced |
| Peak Asset Management, LLC | 1,814 | $368.9K | 0.07% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 1,816 | $369.4K | 0.01% | −1,207−39.9% | Reduced |
| Mutual Advisors, LLC | 1,728 | $369.6K | 0.01% | +141+8.9% | Added |
| Mountain Pacific Investment Advisers Inc | 1,820 | $370.1K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,825 | $371.1K | 0.06% | −49−2.6% | Reduced |
| Geller Advisors LLC | 1,827 | $371.5K | 0.03% | +50+2.8% | Added |
| Clarius Group, LLC | 1,828 | $371.7K | 0.03% | −78−4.1% | Reduced |
| Peoples Bank | 1,830 | $372.1K | 0.19% | +1,830 | New |
| Nwam LLC | 1,832 | $372.4K | 0.11% | +1,832 | New |
| Fullerton Fund Management Co Ltd. | 1,833 | $372.7K | 0.02% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 1,845 | $375.2K | 0.02% | +1,845 | New |
| Cahaba Wealth Management, Inc. | 1,846 | $375.4K | 0.03% | +14+0.8% | Added |
| Donaldson Capital Management, LLC | 1,847 | $375.6K | 0.02% | +2+0.1% | Added |
| Lakeview Capital Partners, LLC | 1,635 | $376.2K | 0.06% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 1,869 | $380.0K | 0.07% | 00.0% | Unchanged |
| MQS Management LLC | 1,872 | $380.7K | 0.23% | +1,872 | New |
| Sanibel Captiva Trust Company, Inc. | 1,878 | $381.9K | 0.01% | −50−2.6% | Reduced |
| Dana Investment Advisors, Inc. | 1,884 | $383.1K | 0.01% | −50−2.6% | Reduced |
| Vise Technologies, Inc. | 1,889 | $384.1K | 0.07% | +68+3.7% | Added |
| Stegent Equity Advisors, Inc. | 1,893 | $384.9K | 0.40% | −122−6.1% | Reduced |
| Simmons Bank | 1,903 | $387.0K | 0.03% | +436+29.7% | Added |
| Spinnaker Trust | 1,905 | $387.4K | 0.02% | −14−0.7% | Reduced |
| Girard Partners Ltd. | 1,915 | $389.4K | 0.04% | 00.0% | Unchanged |
| First American Trust, FSB | 1,925 | $391.5K | 0.04% | +25+1.3% | Added |
| Valley Brook Capital Group | 1,927 | $391.8K | 0.31% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 1,930 | $392.4K | 0.06% | −44−2.2% | Reduced |
| Sawgrass Asset Management LLC | 1,940 | $394.5K | 0.04% | −429−18.1% | Reduced |
| Northeast Investment Management | 1,942 | $394.9K | 0.02% | 00.0% | Unchanged |
| Marco Investment Management LLC | 1,947 | $395.9K | 0.04% | +11+0.6% | Added |
| Atomi Financial Group, Inc. | 1,947 | $395.9K | 0.03% | +42+2.2% | Added |
| Whalerock Point Partners, LLC | 1,952 | $396.9K | 0.11% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,960 | $398.5K | 0.02% | +1,270+184.1% | Added |
| Athena Investment Management | 1,963 | $399.2K | 0.24% | −3−0.2% | Reduced |
| Defined Wealth Management, LLC | 1,963 | $399.2K | 0.28% | −2−0.1% | Reduced |
| Linden Thomas Advisory Services, LLC | 1,972 | $401.0K | 0.06% | +648+48.9% | Added |
| Invesco, LLC | 1,988 | $404.2K | 0.17% | 00.0% | Unchanged |
| Vicus Capital | 1,990 | $404.7K | 0.04% | +24+1.2% | Added |
| AE Wealth Management LLC | 1,994 | $405.5K | 0.00% | +674+51.1% | Added |
| Flagship Harbor Advisors, LLC | 2,009 | $408.4K | 0.02% | +244+13.8% | Added |
| Plante Moran Financial Advisors, LLC | 2,009 | $408.5K | 0.04% | −21−1.0% | Reduced |
| AdvisorNet Financial, Inc | 2,013 | $409.4K | 0.04% | −296−12.8% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 2,015 | $409.7K | 0.23% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 2,016 | $410.0K | 0.04% | +2,016 | New |
| Ledyard National Bank | 2,028 | $412.4K | 0.04% | +4+0.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 2,032 | $413.1K | 0.02% | +2,032 | New |
| Oberweis Asset Management Inc | 2,040 | $414.8K | 0.03% | +4+0.2% | Added |
| Fortis Group Advisors, LLC | 2,043 | $415.5K | 0.08% | +19+0.9% | Added |
| Integrated Advisors Network LLC | 2,044 | $415.5K | 0.02% | −18,022−89.8% | Reduced |
| Boston Trust Walden Corp | 2,053 | $417.5K | 0.00% | +25+1.2% | Added |
| Diligent Investors, LLC | 2,056 | $418.1K | 0.10% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 2,057 | $418.3K | 0.12% | +30+1.5% | Added |
| Ridgecrest Wealth Partners, LLC | 2,065 | $419.9K | 0.25% | −10.0% | Reduced |
| First Trust Investment Solutions L.P. | 2,074 | $421.8K | 0.06% | +165+8.6% | Added |
| Evergreen Capital Management LLC | 2,080 | $423.0K | 0.02% | +147+7.6% | Added |
| SeaCrest Wealth Management, LLC | 2,083 | $423.7K | 0.05% | +15+0.7% | Added |
| Keystone Financial Group | 2,117 | $430.5K | 0.15% | −135−6.0% | Reduced |
| First Affirmative Financial Network | 2,124 | $431.9K | 0.30% | +86+4.2% | Added |
| Chesapeake Asset Management LLC | 2,136 | $434.3K | 0.42% | −10.0% | Reduced |
| Opus Capital Group, LLC | 2,149 | $437.0K | 0.06% | −60−2.7% | Reduced |
| Seamount Financial Group Inc | 2,154 | $438.0K | 0.36% | 00.0% | Unchanged |
| Appleton Partners Inc | 2,164 | $440.0K | 0.03% | −100−4.4% | Reduced |
| Avantax Planning Partners, Inc. | 2,166 | $440.3K | 0.01% | −158−6.8% | Reduced |
| Wintrust Investments LLC | 2,173 | $442.0K | 0.04% | +216+11.0% | Added |
| Empower Advisory Group, LLC | 2,188 | $444.9K | 0.00% | +73+3.5% | Added |
| Wedmont Private Capital | 2,106 | $445.7K | 0.03% | −20−0.9% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,199 | $447.1K | 0.07% | −59−2.6% | Reduced |
| EHP Funds Inc. | 2,200 | $447.3K | 0.22% | +1,000+83.3% | Added |
| South State Corp. | 2,202 | $447.8K | 0.03% | −37−1.7% | Reduced |
| SageView Advisory Group, LLC | 2,205 | $448.4K | 0.02% | +2,205 | New |
| Williams Jones Wealth Management, LLC. | 2,207 | $448.8K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,213 | $449.9K | 0.04% | +58+2.7% | Added |
| International Assets Investment Management, LLC | 2,216 | $450.7K | 0.04% | −169−7.1% | Reduced |
| Green Square Capital Advisors LLC | 2,217 | $450.8K | 0.06% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,964 | $452.0K | 0.01% | +148+8.1% | Added |
| Howland Capital Management LLC | 2,223 | $452.0K | 0.02% | −18−0.8% | Reduced |
| Schechter Investment Advisors, LLC | 2,226 | $452.6K | 0.03% | −204−8.4% | Reduced |
| Walleye Trading LLC | 2,250 | $457.5K | 0.01% | −3,778−62.7% | Reduced |
| City State Bank | 2,286 | $464.8K | 0.19% | −10−0.4% | Reduced |
| Leavell Investment Management, Inc. | 2,296 | $467.0K | 0.03% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 2,297 | $467.1K | 0.03% | 00.0% | Unchanged |
| Principal Securities, Inc. | 2,308 | $469.3K | 0.01% | +536+30.2% | Added |
| Heritage Wealth Management, Inc. | 2,330 | $470.4K | 0.16% | +2,330 | New |
| Farther Finance Advisors, LLC | 2,321 | $471.1K | 0.02% | +1,388+148.8% | Added |
| TCI Wealth Advisors, Inc. | 2,321 | $472.0K | 0.04% | −4−0.2% | Reduced |
| GTS Securities LLC | 2,324 | $472.6K | 0.01% | −183−7.3% | Reduced |
| Lake Street Advisors Group, LLC | 2,328 | $473.4K | 0.02% | +22+1.0% | Added |
| WFA Asset Management Corp | 2,329 | $473.6K | 0.27% | +22+1.0% | Added |
| Engineers Gate Manager LP | 2,331 | $474.0K | 0.01% | −5,931−71.8% | Reduced |
| Zions Bancorporation, N.A. | 2,331 | $474.0K | 0.04% | −1,556−40.0% | Reduced |
| M Holdings Securities, Inc. | 2,333 | $474.0K | 0.06% | +2,333 | New |
| Plimoth Trust Co LLC | 2,346 | $477.0K | 0.13% | −110−4.5% | Reduced |
| Salvus Wealth Management, LLC | 2,364 | $480.7K | 0.33% | −35−1.5% | Reduced |
| Penserra Capital Management LLC | 2,378 | $484.0K | 0.01% | −3−0.1% | Reduced |
| Cigna Investments Inc | 2,387 | $485.0K | 0.09% | −22−0.9% | Reduced |
| Harbour Capital Advisors, LLC | 2,390 | $485.1K | 0.12% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 2,394 | $486.8K | 0.18% | +2,394 | New |
| Robinswood Financial LLC | 2,399 | $487.8K | 0.20% | +2,399 | New |
| nVerses Capital, LLC | 2,400 | $488.0K | 0.29% | +2,400 | New |