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 |
|---|---|---|---|---|---|
| Ar Asset Management Inc | 3,264 | $664.0K | 0.16% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 3,274 | $665.7K | 0.28% | +2,032+163.6% | Added |
| Camden National Bank | 3,276 | $666.1K | 0.10% | −20−0.6% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 3,276 | $666.1K | 0.07% | +27+0.8% | Added |
| Bank of Stockton | 3,307 | $672.4K | 0.21% | −25−0.8% | Reduced |
| Villere St Denis J & Co LLC | 3,338 | $678.7K | 0.06% | −95−2.8% | Reduced |
| LVM Capital Management Ltd | 3,374 | $686.0K | 0.08% | +18+0.5% | Added |
| Wealthspire Advisors, LLC | 3,374 | $686.1K | 0.01% | −60−1.7% | Reduced |
| Wilson & Boucher Capital Management, LLC | 3,388 | $688.9K | 0.53% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,000 | $690.4K | 0.01% | +464+18.3% | Added |
| Apollon Wealth Management, LLC | 3,434 | $698.3K | 0.02% | −859−20.0% | Reduced |
| Tradition Wealth Management, LLC | 3,452 | $701.8K | 0.07% | +7+0.2% | Added |
| Burns J W & Co Inc | 3,452 | $701.9K | 0.09% | −100−2.8% | Reduced |
| Mirabella Financial Services LLP | 3,454 | $702.3K | 0.05% | +3,454 | New |
| OmniStar Financial Group, Inc. | 3,468 | $705.3K | 0.64% | +60+1.8% | Added |
| Pinnacle Bancorp, Inc. | 3,488 | $709.3K | 0.21% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 3,495 | $710.7K | 0.04% | +396+12.8% | Added |
| Van Hulzen Asset Management, LLC | 3,495 | $711.0K | 0.05% | −299−7.9% | Reduced |
| Quotient Wealth Partners, LLC | 3,517 | $715.2K | 0.03% | +1,650+88.4% | Added |
| Smithfield Trust Co | 3,532 | $717.0K | 0.04% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 3,538 | $719.4K | 0.21% | 00.0% | Unchanged |
| Quest Partners LLC | 3,550 | $721.9K | 0.10% | −3,993−52.9% | Reduced |
| Davenport & Co LLC | 3,555 | $722.9K | 0.00% | −234−6.2% | Reduced |
| Boothbay Fund Management, LLC | 3,555 | $722.9K | 0.02% | +2,330+190.2% | Added |
| Mitchell & Pahl Private Wealth, LLC | 3,565 | $724.9K | 0.38% | −4−0.1% | Reduced |
| PFG Investments, LLC | 3,577 | $727.4K | 0.05% | +1,291+56.5% | Added |
| TD Waterhouse Canada Inc. | 3,590 | $728.6K | 0.01% | +449+14.3% | Added |
| Rothschild Investment LLC | 3,602 | $732.4K | 0.05% | +2,122+143.4% | Added |
| Madison Asset Management, LLC | 3,606 | $733.2K | 0.01% | −220−5.8% | Reduced |
| MWA Asset Management | 3,649 | $741.9K | 0.53% | −16−0.4% | Reduced |
| Fiduciary Trust Co | 3,665 | $745.2K | 0.01% | +14+0.4% | Added |
| Kathmere Capital Management, LLC | 3,729 | $758.3K | 0.08% | +357+10.6% | Added |
| Allworth Financial LP | 3,739 | $760.7K | 0.00% | +95+2.6% | Added |
| Abn Amro Investment Solutions | 3,756 | $763.7K | 0.01% | +2,712+259.8% | Added |
| High Note Wealth, LLC | 3,762 | $765.0K | 0.23% | −8−0.2% | Reduced |
| Kanawha Capital Management LLC | 3,778 | $768.2K | 0.06% | −9−0.2% | Reduced |
| Money Concepts Capital Corp | 3,781 | $768.8K | 0.06% | +176+4.9% | Added |
| JB Capital LLC | 3,797 | $772.0K | 0.05% | −296−7.2% | Reduced |
| Empowered Funds, LLC | 3,839 | $780.6K | 0.01% | +273+7.7% | Added |
| Virtus ETF Advisers LLC | 3,878 | $788.6K | 0.39% | +3,878 | New |
| DoubleLine ETF Adviser LP | 3,886 | $790.2K | 0.21% | −147−3.6% | Reduced |
| Aptus Capital Advisors, LLC | 3,890 | $791.0K | 0.02% | +682+21.3% | Added |
| Equitable Trust Co | 3,891 | $791.2K | 0.05% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 3,913 | $795.6K | 0.21% | +31+0.8% | Added |
| Lederer & Associates Investment Counsel | 3,919 | $797.0K | 0.58% | +23+0.6% | Added |
| Boston Private Wealth LLC | 3,938 | $800.7K | 0.02% | −199−4.8% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,939 | $801.0K | 0.08% | 00.0% | Unchanged |
| Quantbot Technologies LP | 3,982 | $809.7K | 0.04% | −6,668−62.6% | Reduced |
| Vectors Research Management, LLC | 4,000 | $813.0K | 0.25% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 4,000 | $813.4K | 0.46% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 4,026 | $818.6K | 0.08% | +31+0.8% | Added |
| Soltis Investment Advisors LLC | 4,030 | $819.6K | 0.09% | +4,030 | New |
| Abner Herrman & Brock LLC | 4,046 | $823.0K | 0.10% | +64+1.6% | Added |
| Forza Wealth Management, LLC | 4,072 | $828.0K | 0.43% | 00.0% | Unchanged |
| Copperwynd Financial, LLC | 3,841 | $831.4K | 0.27% | +184+5.0% | Added |
| Oak Thistle LLC | 4,089 | $831.5K | 0.62% | +2,980+268.7% | Added |
| Quadrant Capital Group LLC | 4,136 | $841.0K | 0.06% | +182+4.6% | Added |
| Berkeley Capital Partners, LLC | 4,139 | $841.6K | 0.25% | +161+4.0% | Added |
| Fullcircle Wealth LLC | 4,058 | $842.9K | 0.41% | +4,058 | New |
| Tradewinds, LLC. | 4,158 | $845.5K | 0.26% | +305+7.9% | Added |
| Vestcor Inc | 4,174 | $849.0K | 0.03% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 4,178 | $849.6K | 0.03% | 00.0% | Unchanged |
| Pitcairn Co | 4,179 | $849.8K | 0.05% | +772+22.7% | Added |
| LRI Investments, LLC | 4,223 | $858.8K | 0.10% | +491+13.2% | Added |
| Stock Yards Bank & Trust Co | 4,237 | $861.6K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,238 | $861.6K | 0.03% | +3,208+311.5% | Added |
| AA Financial Advisors, LLC | 4,238 | $861.8K | 0.30% | −254−5.7% | Reduced |
| Somerset Group LLC | 4,303 | $875.0K | 0.78% | 00.0% | Unchanged |
| Searle & Co. | 4,304 | $875.2K | 0.21% | 00.0% | Unchanged |
| Bailard, Inc. | 4,373 | $889.2K | 0.02% | −2,016−31.6% | Reduced |
| Forum Financial Management, LP | 4,382 | $891.0K | 0.02% | −15−0.3% | Reduced |
| Coldstream Capital Management Inc | 4,402 | $895.1K | 0.02% | −3−0.1% | Reduced |
| Bridges Investment Management Inc | 4,409 | $896.6K | 0.01% | +94+2.2% | Added |
| Hanson & Doremus Investment Management | 4,409 | $897.0K | 0.15% | −38−0.9% | Reduced |
| Buckingham Strategic Wealth, LLC | 4,423 | $899.5K | 0.01% | +170+4.0% | Added |
| Mission Wealth Management, LP | 4,428 | $900.4K | 0.02% | +21+0.5% | Added |
| Symmetry Partners, LLC | 4,439 | $903.0K | 0.05% | 00.0% | Unchanged |
| Sutton Place Investors LLC | 4,482 | $911.4K | 0.61% | +7+0.2% | Added |
| Bullock Wealth Management Group | 4,506 | $914.6K | 0.60% | −3−0.1% | Reduced |
| Investors Asset Management of Georgia Inc | 4,511 | $917.3K | 0.45% | 00.0% | Unchanged |
| Wealth Alliance | 4,526 | $920.3K | 0.12% | −206−4.4% | Reduced |
| Meeder Advisory Services, Inc. | 4,564 | $928.0K | 0.07% | +1,411+44.8% | Added |
| Ballentine Partners, LLC | 4,576 | $930.5K | 0.02% | +230+5.3% | Added |
| Guardian Capital Advisors LP | 4,561 | $945.0K | 0.10% | −177−3.7% | Reduced |
| Providence Wealth Advisors, LLC | 4,700 | $952.9K | 0.76% | +147+3.2% | Added |
| Ascent Group, LLC | 4,698 | $955.3K | 0.08% | +6+0.1% | Added |
| J.W. Cole Advisors, Inc. | 4,715 | $958.8K | 0.05% | −1,247−20.9% | Reduced |
| Beaumont Financial Advisors, LLC | 4,736 | $963.1K | 0.08% | +22+0.5% | Added |
| Central Trust Co | 4,737 | $963.2K | 0.02% | −260−5.2% | Reduced |
| Buckingham Strategic Partners | 4,738 | $963.5K | 0.03% | +4,738 | New |
| Merit Financial Group, LLC | 4,742 | $964.2K | 0.02% | +192+4.2% | Added |
| AMG National Trust Bank | 4,753 | $966.5K | 0.03% | +1,032+27.7% | Added |
| Glenview Trust Co | 4,760 | $967.9K | 0.02% | +500+11.7% | Added |
| Johnson Investment Counsel Inc | 4,768 | $969.5K | 0.01% | −170−3.4% | Reduced |
| HBK Sorce Advisory LLC | 4,778 | $971.5K | 0.03% | +33+0.7% | Added |
| Guyasuta Investment Advisors Inc | 5,112 | $973.8K | 0.07% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 4,793 | $974.6K | 0.03% | −102−2.1% | Reduced |
| Boston Financial Mangement LLC | 4,794 | $974.8K | 0.03% | −15−0.3% | Reduced |
| Aureus Asset Management, LLC | 4,838 | $983.8K | 0.07% | +58+1.2% | Added |
| Kestra Private Wealth Services, LLC | 4,852 | $986.7K | 0.02% | +219+4.7% | Added |