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
- 1,414
- −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
- 487 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 |
|---|---|---|---|---|---|
| Donaldson Capital Management, LLC | 1,847 | $375.6K | 0.02% | +2+0.1% | Added |
| Cahaba Wealth Management, Inc. | 1,846 | $375.4K | 0.03% | +14+0.8% | Added |
| Two Sigma Securities, LLC | 1,845 | $375.2K | 0.02% | +1,845 | New |
| Fullerton Fund Management Co Ltd. | 1,833 | $372.7K | 0.02% | 00.0% | Unchanged |
| Nwam LLC | 1,832 | $372.4K | 0.11% | +1,832 | New |
| Peoples Bank | 1,830 | $372.1K | 0.19% | +1,830 | New |
| Clarius Group, LLC | 1,828 | $371.7K | 0.03% | −78−4.1% | Reduced |
| Geller Advisors LLC | 1,827 | $371.5K | 0.03% | +50+2.8% | Added |
| Parkside Financial Bank & Trust | 1,825 | $371.1K | 0.06% | −49−2.6% | Reduced |
| Mountain Pacific Investment Advisers Inc | 1,820 | $370.1K | 0.03% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 1,728 | $369.6K | 0.01% | +141+8.9% | Added |
| Modera Wealth Management, LLC | 1,816 | $369.4K | 0.01% | −1,207−39.9% | Reduced |
| Peak Asset Management, LLC | 1,814 | $368.9K | 0.07% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 1,800 | $366.0K | 0.05% | −138−7.1% | Reduced |
| Summit Financial, LLC | 1,797 | $365.4K | 0.02% | +1,797 | New |
| Deerfield Management Company, L.P. (Series C) | 1,794 | $364.8K | 0.01% | +543+43.4% | Added |
| Insigneo Advisory Services, LLC | 1,742 | $363.4K | 0.04% | +207+13.5% | Added |
| Jones Financial Companies LLLP | 1,780 | $362.0K | 0.00% | +1,127+172.6% | Added |
| Drive Wealth Management, LLC | 1,771 | $360.0K | 0.10% | +48+2.8% | Added |
| Evermay Wealth Management LLC | 1,770 | $359.9K | 0.06% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 1,766 | $359.2K | 0.20% | +13+0.7% | Added |
| Patrick M Sweeney & Associates, Inc | 1,795 | $357.8K | 0.29% | +144+8.7% | Added |
| ForthRight Wealth Management, LLC | 1,754 | $356.7K | 0.13% | 00.0% | Unchanged |
| Veracity Capital LLC | 1,745 | $354.9K | 0.15% | −411−19.1% | Reduced |
| BFSG, LLC | 1,739 | $353.6K | 0.04% | 00.0% | Unchanged |
| 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 |
| PDS Planning, Inc | 1,720 | $349.7K | 0.04% | +4+0.2% | Added |
| Neville Rodie & Shaw Inc | 1,700 | $346.0K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,696 | $344.8K | 0.01% | +406+31.5% | Added |
| Busey Wealth Management | 1,690 | $343.6K | 0.01% | −116−6.4% | Reduced |
| Destination Wealth Management | 1,687 | $343.0K | 0.01% | +1+0.1% | Added |
| Summit Trail Advisors, LLC | 1,687 | $342.9K | 0.01% | +30+1.8% | Added |
| Prime Capital Investment Advisors, LLC | 1,681 | $341.8K | 0.01% | −21−1.2% | Reduced |
| Legacy Financial Group LLC | 1,679 | $341.5K | 0.07% | +1,679 | New |
| Investors Research Corp | 1,672 | $340.0K | 0.08% | 00.0% | Unchanged |
| Thomasville National Bank | 1,670 | $339.6K | 0.03% | +107+6.8% | Added |
| Charter Trust Co | 1,666 | $338.8K | 0.02% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 1,638 | $333.1K | 0.02% | −346−17.4% | Reduced |
| Advisors Capital Management, LLC | 1,638 | $333.0K | 0.01% | +109+7.1% | Added |
| 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 |
| Fiduciary Group LLC | 1,633 | $332.1K | 0.04% | −16−1.0% | Reduced |
| Cornerstone Wealth Management, LLC | 1,624 | $330.1K | 0.03% | +130+8.7% | Added |
| Eagle Harbor Asset Management Inc | 1,622 | $329.8K | 0.35% | +129+8.6% | Added |
| Schmidt P J Investment Management Inc | 1,605 | $326.4K | 0.06% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 1,603 | $326.0K | 0.02% | 00.0% | Unchanged |
| Paloma Partners Management Co | 1,602 | $325.8K | 0.03% | +1,602 | New |
| Proficio Capital Partners LLC | 1,597 | $324.6K | 0.03% | +1+0.1% | Added |
| New Century Financial Group, LLC | 1,592 | $323.7K | 0.14% | +1,592 | New |
| Essex Savings Bank | 1,592 | $323.7K | 0.09% | +20+1.3% | Added |
| Renaissance Group LLC | 1,587 | $322.7K | 0.01% | +22+1.4% | Added |
| Mount Yale Investment Advisors, LLC | 1,583 | $321.9K | 0.03% | 00.0% | Unchanged |
| Bremer Bank National Association | 1,581 | $321.5K | 0.06% | −1,287−44.9% | Reduced |
| Somerville Kurt F | 1,575 | $320.3K | 0.05% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 1,565 | $318.2K | 0.01% | +1,565 | New |
| Burke & Herbert Bank & Trust Co | 1,562 | $317.6K | 0.08% | 00.0% | Unchanged |
| Csenge Advisory Group | 1,562 | $317.6K | 0.02% | −51−3.2% | Reduced |
| PrairieView Partners, LLC | 1,550 | $315.0K | 0.04% | 00.0% | Unchanged |
| Wellington Wealth Strategies, LLC. | 1,549 | $315.0K | 1.35% | +1,549 | New |
| Prelude Capital Management, LLC | 1,528 | $310.7K | 0.03% | +650+74.0% | Added |
| Woodmont Investment Counsel LLC | 1,521 | $309.3K | 0.03% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 1,522 | $309.0K | 0.15% | 00.0% | Unchanged |
| 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 |
| Carr Financial Group Corp | 1,518 | $308.6K | 0.10% | +1+0.1% | Added |
| McKinley Carter Wealth Services, Inc. | 1,516 | $308.3K | 0.02% | 00.0% | Unchanged |
| G2 Capital Management, LLC | 1,516 | $308.3K | 0.10% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 1,514 | $307.9K | 0.01% | +102+7.2% | Added |
| West Coast Financial LLC | 1,509 | $306.8K | 0.04% | −2−0.1% | Reduced |
| Rathbone Brothers plc | 1,508 | $306.6K | 0.00% | +342+29.3% | Added |
| Randolph Co Inc | 1,503 | $305.6K | 0.04% | −52−3.3% | Reduced |
| BLB&B Advisors, LLC | 1,502 | $305.4K | 0.02% | −30−2.0% | Reduced |
| Keebeck Alpha, LP | 1,500 | $305.0K | 0.22% | +585+63.9% | Added |
| All Terrain Financial Advisors, LLC | 1,495 | $304.0K | 0.13% | 00.0% | Unchanged |
| Windsor Capital Management, LLC | 1,490 | $303.0K | 0.09% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 1,391 | $302.9K | 0.07% | +1,391 | New |
| Farmers Trust Co | 1,486 | $302.2K | 0.06% | −28−1.8% | Reduced |
| Catalina Capital Group, LLC | 1,479 | $300.7K | 0.11% | +69+4.9% | Added |
| Intrua Financial, LLC | 1,474 | $299.7K | 0.05% | +12+0.8% | Added |
| Fisher Asset Management, LLC | 1,466 | $298.1K | 0.00% | −712−32.7% | Reduced |
| Pinebridge Investments, L.P. | 1,465 | $297.9K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 1,462 | $297.3K | 0.02% | −76−4.9% | Reduced |
| Tiemann Investment Advisors, LLC | 1,460 | $296.9K | 0.13% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 1,346 | $296.6K | 0.01% | +11+0.8% | Added |
| Colonial Trust Co | 1,458 | $296.5K | 0.05% | 00.0% | Unchanged |
| MKT Advisors LLC | 1,459 | $296.4K | 0.15% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 1,457 | $296.3K | 0.11% | +40+2.8% | Added |
| Hilltop National Bank | 1,454 | $295.7K | 0.10% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,452 | $295.3K | 0.04% | +4+0.3% | Added |
| Sandy Spring Bank | 1,449 | $294.7K | 0.01% | +16+1.1% | Added |
| Grove Bank & Trust | 1,445 | $293.8K | 0.05% | −15−1.0% | Reduced |
| Fairhaven Wealth Management, LLC | 1,444 | $293.6K | 0.10% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 1,435 | $291.8K | 0.00% | +1,435 | New |
| Brookstone Capital Management | 1,321 | $291.8K | 0.00% | −309−19.0% | Reduced |
| Sherbrooke Park Advisers LLC | 1,432 | $291.2K | 0.05% | +87+6.5% | Added |
| Knollwood Investment Advisory, LLC | 1,412 | $287.1K | 0.03% | +1,412 | New |
| Oakworth Capital, Inc. | 1,406 | $285.9K | 0.02% | 00.0% | Unchanged |
| New Hampshire Trust | 1,405 | $285.7K | 0.07% | +5+0.4% | Added |
| Moneta Group Investment Advisors LLC | 1,403 | $285.3K | 0.00% | +34+2.5% | Added |