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 |
|---|---|---|---|---|---|
| Northcape Wealth Management, LLC | 2,400 | $488.0K | 0.18% | +300+14.3% | Added |
| Sound View Wealth Advisors Group, LLC | 2,412 | $490.5K | 0.05% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 2,420 | $492.1K | 0.27% | 00.0% | Unchanged |
| First National Corp | 2,424 | $492.9K | 0.12% | +67+2.8% | Added |
| Great Diamond Partners, LLC | 2,436 | $495.3K | 0.12% | −236−8.8% | Reduced |
| Grimes & Company, Inc. | 2,455 | $499.1K | 0.01% | +71+3.0% | Added |
| Jeppson Wealth Management, LLC | 2,490 | $506.3K | 0.19% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 2,492 | $506.7K | 0.04% | −30−1.2% | Reduced |
| Beacon Investment Advisors LLC | 2,500 | $508.3K | 0.26% | +2+0.1% | Added |
| HTLF Bank | 2,513 | $511.0K | 0.06% | −30−1.2% | Reduced |
| Bank of Hawaii | 2,527 | $513.8K | 0.02% | −140−5.2% | Reduced |
| Daymark Wealth Partners, LLC | 107,020 | $515.7K | 0.02% | +137+0.1% | Added |
| FIL Ltd | 2,538 | $516.1K | 0.00% | +1,917+308.7% | Added |
| First National Bank Sioux Falls | 2,549 | $518.3K | 0.27% | +25+1.0% | Added |
| Hillsdale Investment Management Inc. | 2,550 | $518.5K | 0.04% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 2,559 | $520.3K | 0.07% | +10.0% | Added |
| Orrstown Financial Services Inc | 2,564 | $521.4K | 0.28% | 00.0% | Unchanged |
| LVW Advisors, LLC | 2,574 | $523.4K | 0.08% | −364−12.4% | Reduced |
| Franklin Street Advisors Inc | 2,579 | $524.0K | 0.04% | −14−0.5% | Reduced |
| Centaurus Financial, Inc. | 2,595 | $528.0K | 0.04% | −137−5.0% | Reduced |
| Cozad Asset Management Inc | 2,606 | $529.9K | 0.05% | +216+9.0% | Added |
| SYSTM Wealth Solutions LLC | 2,607 | $530.2K | 0.12% | −5,129−66.3% | Reduced |
| Stiles Financial Services Inc | 2,608 | $530.6K | 0.20% | −154−5.6% | Reduced |
| Journey Advisory Group, LLC | 2,610 | $530.7K | 0.06% | −475−15.4% | Reduced |
| Sky Investment Group LLC | 2,615 | $531.7K | 0.10% | 00.0% | Unchanged |
| Welch & Forbes LLC | 2,621 | $532.4K | 0.01% | −640−19.6% | Reduced |
| Sugarloaf Wealth Management, LLC | 2,621 | $533.0K | 0.11% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 2,628 | $534.4K | 0.05% | +7+0.3% | Added |
| Baldwin Brothers Inc | 2,653 | $539.5K | 0.04% | −60−2.2% | Reduced |
| Assetmark, Inc | 2,654 | $539.6K | 0.00% | −84−3.1% | Reduced |
| Level Four Advisory Services, LLC | 2,659 | $540.7K | 0.02% | +226+9.3% | Added |
| Foundation Resource Management Inc | 2,665 | $541.9K | 0.09% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 2,666 | $542.1K | 0.24% | +395+17.4% | Added |
| Rinkey Investments | 2,675 | $543.9K | 0.20% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 2,764 | $544.8K | 0.22% | −26−0.9% | Reduced |
| Trust Asset Management LLC | 2,684 | $545.8K | 0.05% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,688 | $546.6K | 0.02% | +126+4.9% | Added |
| Gsa Capital Partners LLP | 2,708 | $551.0K | 0.04% | +133+5.2% | Added |
| Concurrent Investment Advisors, LLC | 2,717 | $552.6K | 0.02% | +1,054+63.4% | Added |
| Spire Wealth Management | 2,720 | $553.2K | 0.02% | −328−10.8% | Reduced |
| Associated Banc-Corp | 2,721 | $553.3K | 0.02% | −15−0.5% | Reduced |
| Guardian Wealth Advisors, LLC | 2,723 | $553.6K | 0.06% | +481+21.5% | Added |
| SkyOak Wealth, LLC | 2,727 | $554.5K | 0.13% | 00.0% | Unchanged |
| LMCG Investments, LLC | 2,730 | $555.1K | 0.03% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 2,731 | $555.4K | 0.02% | +36+1.3% | Added |
| Nixon Peabody Trust Co | 2,751 | $559.4K | 0.05% | −455−14.2% | Reduced |
| Stratos Wealth Partners, LTD. | 2,752 | $559.6K | 0.01% | −1,198−30.3% | Reduced |
| Qtron Investments LLC | 2,755 | $560.2K | 0.08% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 2,757 | $560.7K | 0.08% | +10.0% | Added |
| Wesbanco Bank Inc | 2,758 | $560.8K | 0.02% | +5+0.2% | Added |
| Brave Asset Management Inc | 2,780 | $565.3K | 0.14% | +7+0.3% | Added |
| Fiera Capital Corp | 2,795 | $568.3K | 0.00% | −1,821−39.4% | Reduced |
| EP Wealth Advisors, LLC | 2,817 | $572.8K | 0.01% | +261+10.2% | Added |
| Verdad Advisers, LP | 2,830 | $575.5K | 0.66% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 2,840 | $577.5K | 0.18% | 00.0% | Unchanged |
| True Vision MN LLC | 2,856 | $580.7K | 0.38% | −46−1.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 2,858 | $581.1K | 0.24% | −149−5.0% | Reduced |
| Aries Wealth Management | 2,862 | $582.0K | 0.18% | +4+0.1% | Added |
| Mendel Money Management | 2,865 | $582.6K | 0.27% | 00.0% | Unchanged |
| Bank of New Hampshire | 2,869 | $583.4K | 0.15% | +100+3.6% | Added |
| Brevan Howard Capital Management LP | 2,874 | $584.4K | 0.04% | −4,999−63.5% | Reduced |
| Berger Financial Group, Inc | 2,875 | $584.7K | 0.05% | +726+33.8% | Added |
| Inceptionr LLC | 2,877 | $585.0K | 0.17% | −4,657−61.8% | Reduced |
| Cidel Asset Management Inc | 2,894 | $588.5K | 0.05% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 2,900 | $589.7K | 0.04% | +12+0.4% | Added |
| Syon Capital LLC | 2,909 | $591.5K | 0.05% | +55+1.9% | Added |
| Ameritas Investment Partners, Inc. | 2,910 | $591.7K | 0.02% | −285−8.9% | Reduced |
| Equitable Holdings, Inc. | 2,910 | $591.7K | 0.01% | +61+2.1% | Added |
| Beverly Hills Private Wealth, LLC | 2,911 | $591.8K | 0.13% | −296−9.2% | Reduced |
| Weik Capital Management | 2,913 | $592.3K | 0.25% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 2,930 | $595.8K | 0.88% | −77−2.6% | Reduced |
| WMS Partners, LLC | 2,940 | $597.9K | 0.04% | +75+2.6% | Added |
| Prospera Financial Services Inc | 2,935 | $598.0K | 0.02% | −2−0.1% | Reduced |
| Great Valley Advisor Group, Inc. | 2,943 | $598.5K | 0.02% | +782+36.2% | Added |
| Warren Averett Asset Management, LLC | 2,946 | $599.1K | 0.01% | +56+1.9% | Added |
| NBC Securities, Inc. | 2,962 | $602.0K | 0.05% | −4−0.1% | Reduced |
| Prio Wealth Limited Partnership | 2,973 | $604.5K | 0.02% | +70+2.4% | Added |
| Fifth Third Wealth Advisors LLC | 2,974 | $604.7K | 0.05% | +2,008+207.9% | Added |
| Park National Corp | 2,979 | $605.8K | 0.02% | −25−0.8% | Reduced |
| Marcum Wealth, LLC | 3,005 | $611.0K | 0.06% | −83−2.7% | Reduced |
| Coastal Bridge Advisors, LLC | 3,010 | $612.1K | 0.15% | +8+0.3% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 3,017 | $613.5K | 0.00% | −2,468−45.0% | Reduced |
| TCG Advisory Services, LLC | 3,031 | $616.3K | 0.03% | +125+4.3% | Added |
| Brighton Jones LLC | 3,036 | $617.4K | 0.02% | +449+17.4% | Added |
| Diversify Advisory Services, LLC | 3,051 | $619.8K | 0.03% | −822−21.2% | Reduced |
| Graypoint LLC | 3,048 | $619.8K | 0.04% | +102+3.5% | Added |
| Strategic Advisors LLC | 3,067 | $623.6K | 0.12% | +24+0.8% | Added |
| NorthRock Partners, LLC | 3,084 | $627.0K | 0.02% | +11+0.4% | Added |
| United Community Bank | 3,103 | $631.0K | 0.25% | +4+0.1% | Added |
| JNBA Financial Advisors | 3,108 | $632.0K | 0.07% | −34−1.1% | Reduced |
| Flynn Zito Capital Management, LLC | 3,123 | $635.0K | 0.32% | +2+0.1% | Added |
| Frank, Rimerman Advisors LLC | 3,132 | $636.9K | 0.05% | +3,123+34,700.0% | Added |
| FinTrust Capital Advisors, LLC | 3,157 | $641.9K | 0.12% | +85+2.8% | Added |
| Inlet Private Wealth, LLC | 3,190 | $648.7K | 0.18% | +290+10.0% | Added |
| Capstone Investment Advisors, LLC | 3,200 | $650.7K | 0.01% | −726−18.5% | Reduced |
| Joel Isaacson & Co., LLC | 3,203 | $651.3K | 0.03% | +102+3.3% | Added |
| Davis R M Inc | 3,237 | $658.2K | 0.01% | 00.0% | Unchanged |
| PFG Advisors | 3,238 | $658.5K | 0.04% | +1,073+49.6% | Added |
| Checchi Capital Advisers, LLC | 3,254 | $661.7K | 0.05% | −33−1.0% | Reduced |
| CIBC World Markets Inc. | 3,256 | $662.0K | 0.00% | −1,743−34.9% | Reduced |