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 |
|---|---|---|---|---|---|
| Quantitative Investment Management, LLC | 4,875 | $991.0K | 0.11% | +4,875 | New |
| Union Savings Bank | 4,887 | $993.7K | 0.52% | −90−1.8% | Reduced |
| Prostatis Group LLC | 4,830 | $999.3K | 0.35% | +234+5.1% | Added |
| GAMMA Investing LLC | 4,926 | $1.00M | 0.14% | +3,050+162.6% | Added |
| Nicholas Hoffman & Company, LLC. | 4,949 | $1.01M | 0.05% | −126−2.5% | Reduced |
| V-Square Quantitative Management LLC | 4,967 | $1.01M | 0.16% | −1,900−27.7% | Reduced |
| Trust Co of Toledo NA | 5,017 | $1.02M | 0.15% | +10+0.2% | Added |
| Great Lakes Retirement, Inc. | 5,035 | $1.02M | 0.14% | +592+13.3% | Added |
| SlateStone Wealth, LLC | 5,088 | $1.03M | 0.11% | +671+15.2% | Added |
| Roundview Capital LLC | 5,141 | $1.05M | 0.08% | −502−8.9% | Reduced |
| Lido Advisors, LLC | 5,167 | $1.05M | 0.01% | −34,104−86.8% | Reduced |
| Toroso Investments, LLC | 5,205 | $1.06M | 0.01% | +1,291+33.0% | Added |
| PYA Waltman Capital, LLC | 5,235 | $1.06M | 0.39% | +440+9.2% | Added |
| We Are One Seven, LLC | 5,300 | $1.08M | 0.05% | −527−9.0% | Reduced |
| Haverford Trust Co | 5,317 | $1.08M | 0.01% | +8+0.2% | Added |
| Silvercrest Asset Management Group LLC | 5,327 | $1.08M | 0.01% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 5,334 | $1.08M | 0.08% | +18+0.3% | Added |
| Plato Investment Management Ltd | 5,369 | $1.09M | 0.10% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 5,401 | $1.10M | 0.02% | +6+0.1% | Added |
| Claro Advisors LLC | 5,405 | $1.10M | 0.17% | −109−2.0% | Reduced |
| Gen-Wealth Partners Inc | 5,406 | $1.10M | 0.53% | +152+2.9% | Added |
| Axxcess Wealth Management, LLC | 5,414 | $1.10M | 0.03% | −49−0.9% | Reduced |
| Private Trust Co NA | 5,434 | $1.10M | 0.12% | +233+4.5% | Added |
| Dynamic Advisor Solutions LLC | 5,477 | $1.11M | 0.04% | −3,782−40.8% | Reduced |
| Ci Investments Inc. | 5,480 | $1.11M | 0.00% | +189+3.6% | Added |
| HighMark Wealth Management LLC | 5,489 | $1.12M | 0.67% | +2,554+87.0% | Added |
| Kingswood Wealth Advisors, LLC | 5,496 | $1.12M | 0.10% | +119+2.2% | Added |
| Douglass Winthrop Advisors, LLC | 5,556 | $1.13M | 0.02% | +79+1.4% | Added |
| Tokio Marine Asset Management Co Ltd | 5,570 | $1.13M | 0.05% | +489+9.6% | Added |
| Lowe Brockenbrough & Co Inc | 5,574 | $1.13M | 0.08% | −141−2.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 5,721 | $1.16M | 0.02% | −609−9.6% | Reduced |
| Sumitomo Life Insurance Co | 5,765 | $1.17M | 0.03% | −752−11.5% | Reduced |
| Trust Co of Vermont | 5,765 | $1.17M | 0.06% | −18−0.3% | Reduced |
| Elmwood Wealth Management, Inc. | 5,816 | $1.18M | 0.53% | −100−1.7% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 5,829 | $1.19M | 0.09% | +42+0.7% | Added |
| Institute for Wealth Management, LLC. | 5,851 | $1.19M | 0.16% | −238−3.9% | Reduced |
| Versor Investments LP | 5,904 | $1.20M | 0.22% | +1,407+31.3% | Added |
| Quadcap Wealth Management, LLC | 5,940 | $1.21M | 0.22% | −98−1.6% | Reduced |
| NJ State Employees Deferred Compensation Plan | 5,943 | $1.21M | 0.15% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 5,958 | $1.21M | 0.19% | +5,958 | New |
| Hilltop Holdings Inc. | 5,978 | $1.22M | 0.14% | +704+13.3% | Added |
| Groupama Asset Managment | 7,662 | $1.22M | 0.03% | +4,616+151.5% | Added |
| MB, Levis & Associates, LLC | 6,014 | $1.22M | 0.64% | +43+0.7% | Added |
| JT Stratford LLC | 6,079 | $1.24M | 0.23% | +817+15.5% | Added |
| Bard Financial Services, Inc. | 6,185 | $1.26M | 0.13% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 6,211 | $1.26M | 0.02% | +2,456+65.4% | Added |
| Cornerstone Advisors, LLC | 6,300 | $1.28M | 0.05% | −2,700−30.0% | Reduced |
| BSW Wealth Partners | 6,321 | $1.29M | 0.21% | +92+1.5% | Added |
| Moody National Bank Trust Division | 6,324 | $1.29M | 0.10% | +208+3.4% | Added |
| TownSquare Capital, LLC | 6,344 | $1.29M | 0.02% | +785+14.1% | Added |
| Snowden Capital Advisors LLC | 6,345 | $1.29M | 0.04% | −145−2.2% | Reduced |
| Ostrum Asset Management | 6,370 | $1.30M | 0.11% | −9,841−60.7% | Reduced |
| Banque Cantonale Vaudoise | 6,385 | $1.30M | 0.05% | −4,902−43.4% | Reduced |
| Concord Wealth Partners | 6,406 | $1.30M | 0.23% | +573+9.8% | Added |
| Concord Asset Management, LLC | 6,431 | $1.31M | 0.32% | +638+11.0% | Added |
| DAGCO, Inc. | 6,467 | $1.32M | 0.58% | +6,467 | New |
| Integrated Wealth Concepts LLC | 6,492 | $1.32M | 0.02% | +510+8.5% | Added |
| Parallel Advisors, LLC | 6,543 | $1.33M | 0.03% | −1,455−18.2% | Reduced |
| Resources Management Corp | 6,546 | $1.33M | 0.19% | 00.0% | Unchanged |
| Avalon Trust Co | 6,550 | $1.33M | 0.11% | −525−7.4% | Reduced |
| HighPoint Advisor Group LLC | 6,078 | $1.34M | 0.08% | +10+0.2% | Added |
| Northern Financial Advisors Inc | 6,602 | $1.34M | 1.08% | −86−1.3% | Reduced |
| Vaughan David Investments LLC | 6,615 | $1.34M | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 6,696 | $1.36M | 0.03% | −25−0.4% | Reduced |
| Pensionfund Sabic | 6,700 | $1.36M | 0.40% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 6,708 | $1.36M | 0.00% | −1,285−16.1% | Reduced |
| Tevis Investment Management | 6,730 | $1.37M | 1.10% | −150−2.2% | Reduced |
| IHT Wealth Management, LLC | 6,763 | $1.38M | 0.05% | +3,985+143.4% | Added |
| Wedbush Securities Inc | 6,805 | $1.38M | 0.05% | −333−4.7% | Reduced |
| Eagle Capital Management LLC | 6,900 | $1.40M | 0.01% | 00.0% | Unchanged |
| Old National Bancorp | 6,959 | $1.42M | 0.03% | −195−2.7% | Reduced |
| Gifford Fong Associates | 7,000 | $1.42M | 0.38% | 00.0% | Unchanged |
| Harfst & Associates, Inc. | 7,008 | $1.43M | 0.33% | +193+2.8% | Added |
| South Dakota Investment Council | 7,030 | $1.43M | 0.03% | −265−3.6% | Reduced |
| NEOS Investment Management LLC | 7,056 | $1.43M | 0.06% | +1,992+39.3% | Added |
| Belpointe Asset Management LLC | 7,060 | $1.44M | 0.10% | +14+0.2% | Added |
| Ballast, Inc. | 7,094 | $1.44M | 0.44% | +107+1.5% | Added |
| Ashton Thomas Private Wealth, LLC | 7,096 | $1.44M | 0.08% | −244−3.3% | Reduced |
| Essex Financial Services, Inc. | 6,820 | $1.44M | 0.11% | +562+9.0% | Added |
| TD Private Client Wealth LLC | 7,129 | $1.45M | 0.05% | −350−4.7% | Reduced |
| Meiji Yasuda Life Insurance Co | 7,136 | $1.45M | 0.03% | −443−5.8% | Reduced |
| Smith, Salley & Associates | 7,159 | $1.46M | 0.10% | +98+1.4% | Added |
| Park Avenue Securities LLC | 7,215 | $1.47M | 0.02% | +158+2.2% | Added |
| Sequoia Financial Advisors, LLC | 7,219 | $1.47M | 0.02% | +45+0.6% | Added |
| iA Global Asset Management Inc. | 7,232 | $1.47M | 0.03% | +317+4.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,289 | $1.48M | 0.04% | +48+0.7% | Added |
| Venture Visionary Partners LLC | 7,326 | $1.49M | 0.07% | +269+3.8% | Added |
| Bokf, NA | 7,348 | $1.49M | 0.03% | +101+1.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 7,386 | $1.50M | 0.10% | −145−1.9% | Reduced |
| Profund Advisors LLC | 7,451 | $1.52M | 0.06% | −239−3.1% | Reduced |
| Jacobi Capital Management LLC | 7,482 | $1.52M | 0.13% | +65+0.9% | Added |
| Benin Management CORP | 7,513 | $1.53M | 0.46% | −200−2.6% | Reduced |
| Arden Trust Co | 7,526 | $1.53M | 0.21% | −768−9.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 7,537 | $1.53M | 0.06% | −189−2.4% | Reduced |
| Academy Capital Management Inc | 7,552 | $1.54M | 0.28% | 00.0% | Unchanged |
| David Loasby | 7,420 | $1.54M | 0.15% | −161−2.1% | Reduced |
| Paradigm Asset Management Co LLC | 7,700 | $1.57M | 0.44% | +2,800+57.1% | Added |
| Moors & Cabot, Inc. | 7,700 | $1.57M | 0.08% | +851+12.4% | Added |
| Beacon Financial Group | 7,786 | $1.58M | 0.18% | −312−3.9% | Reduced |
| Argent Advisors, Inc. | 7,803 | $1.59M | 0.63% | +81+1.0% | Added |