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 |
|---|---|---|---|---|---|
| AlTi Global, Inc. | 1,400 | $284.7K | 0.01% | −105−7.0% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 1,394 | $283.5K | 0.07% | 00.0% | Unchanged |
| CX Institutional | 1,392 | $283.1K | 0.01% | −29−2.0% | Reduced |
| Dearborn Partners LLC | 1,387 | $282.1K | 0.01% | −225−14.0% | Reduced |
| Strait & Sound Wealth Management LLC | 1,383 | $281.2K | 0.14% | −55−3.8% | Reduced |
| Rehmann Capital Advisory Group | 1,378 | $280.2K | 0.02% | −29−2.1% | Reduced |
| Quent Capital, LLC | 1,376 | $279.8K | 0.03% | +1+0.1% | Added |
| Henrickson Nauta Wealth Advisors, Inc. | 1,370 | $278.6K | 0.12% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 1,363 | $277.2K | 0.02% | +1,363 | New |
| Skopos Labs, Inc. | 1,209 | $275.8K | 0.12% | 00.0% | Unchanged |
| Great Waters Wealth Management | 1,350 | $274.6K | 0.04% | +7+0.5% | Added |
| First Nebraska Trust Co | 1,345 | $273.5K | 0.03% | −25−1.8% | Reduced |
| Five Oceans Advisors | 1,342 | $272.9K | 0.14% | −166−11.0% | Reduced |
| Calamos Wealth Management LLC | 1,342 | $272.9K | 0.01% | −47−3.4% | Reduced |
| Adviser Investments LLC | 1,341 | $272.7K | 0.00% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 1,334 | $271.3K | 0.04% | −26−1.9% | Reduced |
| Naples Money Management LLC | 1,336 | $271.2K | 0.23% | +13+1.0% | Added |
| Strategic Financial Services, Inc, | 1,332 | $270.8K | 0.02% | +1,332 | New |
| Capital Investment Advisors, LLC | 1,331 | $270.7K | 0.01% | +124+10.3% | Added |
| Old Port Advisors | 1,327 | $269.8K | 0.08% | +26+2.0% | Added |
| JFS Wealth Advisors, LLC | 1,326 | $269.6K | 0.02% | −83−5.9% | Reduced |
| West Family Investments, Inc. | 1,320 | $268.4K | 0.08% | −67−4.8% | Reduced |
| Sunbelt Securities, Inc. | 1,319 | $268.2K | 0.03% | +1+0.1% | Added |
| Northwest Quadrant Wealth Management, LLC | 1,318 | $268.1K | 0.07% | +5+0.4% | Added |
| Mesirow Financial Investment Management, Inc. | 1,313 | $267.8K | 0.01% | −604−31.5% | Reduced |
| Inscription Capital, LLC | 1,311 | $266.6K | 0.04% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 1,311 | $266.6K | 0.09% | +1,311 | New |
| Wealth Effects LLC | 1,306 | $265.5K | 0.10% | −15−1.1% | Reduced |
| Van Strum & Towne Inc. | 1,304 | $265.2K | 0.10% | 00.0% | Unchanged |
| Gateway Advisory, LLC | 1,303 | $265.1K | 0.05% | +268+25.9% | Added |
| Delta Asset Management LLC | 1,302 | $264.7K | 0.02% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 1,299 | $264.1K | 0.04% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,295 | $263.3K | 0.03% | −10−0.8% | Reduced |
| Advisor OS, LLC | 1,294 | $263.2K | 0.03% | −167−11.4% | Reduced |
| Eagle Ridge Investment Management | 1,291 | $262.5K | 0.02% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 1,288 | $262.2K | 0.10% | +1,288 | New |
| Live Oak Private Wealth LLC | 1,286 | $261.5K | 0.04% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 1,285 | $261.0K | 0.22% | −226−15.0% | Reduced |
| Mayfair Advisory Group, LLC | 1,231 | $260.5K | 0.18% | 00.0% | Unchanged |
| Monument Capital Management | 1,271 | $258.5K | 0.08% | −92−6.7% | Reduced |
| Scotia Capital Inc. | 1,270 | $258.2K | 0.00% | +1,270 | New |
| Arkadios Wealth Advisors | 1,270 | $258.2K | 0.02% | +1,270 | New |
| Caldwell Sutter Capital, Inc. | 1,268 | $257.8K | 0.13% | −2−0.2% | Reduced |
| Earnest Partners LLC | 1,260 | $256.2K | 0.00% | −67−5.0% | Reduced |
| Sloy Dahl & Holst, LLC | 1,252 | $254.6K | 0.05% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 1,250 | $254.2K | 0.19% | 00.0% | Unchanged |
| Advisors Management Group Inc | 1,248 | $254.0K | 0.06% | −1−0.1% | Reduced |
| JJJ Advisors Inc. | 1,249 | $254.0K | 0.05% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,248 | $253.8K | 0.01% | −1,423−53.3% | Reduced |
| Santori & Peters | 1,236 | $251.4K | 0.11% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 1,234 | $250.9K | 0.02% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 1,230 | $250.1K | 0.06% | 00.0% | Unchanged |
| SPC Financial, Inc. | 1,230 | $250.1K | 0.02% | +4+0.3% | Added |
| WR Wealth Planners, LLC | 1,227 | $249.5K | 0.08% | −2−0.2% | Reduced |
| Sage Rhino Capital LLC | 1,224 | $248.9K | 0.06% | +64+5.5% | Added |
| IVC Wealth Advisors LLC | 1,220 | $248.1K | 0.14% | +30+2.5% | Added |
| Laffer Tengler Investments | 1,217 | $247.5K | 0.05% | 00.0% | Unchanged |
| Ariston Services Group | 1,215 | $247.1K | 0.24% | −5−0.4% | Reduced |
| CRA Financial Services, LLC | 1,215 | $247.1K | 0.05% | 00.0% | Unchanged |
| Wealth Architects, LLC | 1,213 | $246.7K | 0.03% | +15+1.3% | Added |
| Trust Point Inc. | 1,206 | $245.2K | 0.02% | −594−33.0% | Reduced |
| Crestwood Advisors Group LLC | 1,205 | $244.9K | 0.01% | −163−11.9% | Reduced |
| Everpar Advisors LLC | 1,201 | $244.2K | 0.12% | +102+9.3% | Added |
| Builder Investment Group Inc | 1,200 | $244.0K | 0.07% | 00.0% | Unchanged |
| Cape Ann Savings Bank | 1,200 | $244.0K | 0.15% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 1,197 | $243.4K | 0.03% | +1+0.1% | Added |
| Apella Capital, LLC | 1,191 | $241.9K | 0.01% | +1+0.1% | Added |
| New Potomac Partners, LLC | 1,184 | $240.8K | 0.13% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 1,175 | $239.0K | 0.01% | +1,175 | New |
| Castle Rock Wealth Management, LLC | 1,172 | $237.9K | 0.06% | 00.0% | Unchanged |
| SFMG, LLC | 1,169 | $237.7K | 0.02% | −90−7.1% | Reduced |
| Gratus Capital LLC | 1,168 | $237.5K | 0.01% | +1,168 | New |
| Mach-1 Financial Group, Inc. | 1,164 | $236.7K | 0.17% | −388−25.0% | Reduced |
| St Germain D J Co Inc | 1,164 | $236.7K | 0.01% | +248+27.1% | Added |
| Lake Street Financial LLC | 1,163 | $236.5K | 0.03% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 1,163 | $236.5K | 0.03% | +1,163 | New |
| Wealthspan Partners, LLC | 1,163 | $236.5K | 0.13% | −20−1.7% | Reduced |
| Sippican Capital Advisors | 1,161 | $236.1K | 0.19% | −11−0.9% | Reduced |
| Central Pacific Bank - Trust Division | 1,161 | $236.1K | 0.03% | +68+6.2% | Added |
| Cobblestone Capital Advisors LLC | 1,157 | $235.3K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,156 | $235.1K | 0.01% | −36−3.0% | Reduced |
| Onyx Bridge Wealth Group LLC | 1,155 | $234.8K | 0.04% | +2+0.2% | Added |
| Anchor Investment Management, LLC | 1,153 | $234.5K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 1,148 | $233.4K | 0.04% | −330−22.3% | Reduced |
| Catalyst Financial Partners LLC | 1,147 | $233.2K | 0.05% | +92+8.7% | Added |
| EagleClaw Capital Managment, LLC | 1,146 | $233.0K | 0.04% | 00.0% | Unchanged |
| Avestar Capital, LLC | 1,141 | $232.0K | 0.03% | +94+9.0% | Added |
| Marino, Stram & Associates LLC | 1,135 | $230.7K | 0.06% | −37−3.2% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 1,132 | $230.2K | 0.10% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,108 | $225.3K | 0.01% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 1,103 | $224.3K | 0.01% | +1,103 | New |
| Alpha Cubed Investments, LLC | 1,102 | $224.1K | 0.01% | +14+1.3% | Added |
| Willner & Heller, LLC | 1,101 | $223.8K | 0.21% | +11+1.0% | Added |
| Blume Capital Management, Inc. | 1,100 | $223.7K | 0.05% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 1,100 | $223.7K | 0.14% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 1,088 | $221.1K | 0.02% | −30−2.7% | Reduced |
| Alpha DNA Investment Management LLC | 1,085 | $220.6K | 0.13% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 1,085 | $220.6K | 0.06% | +7+0.6% | Added |
| Sym Financial Corp | 1,078 | $219.2K | 0.03% | +1,078 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,076 | $218.8K | 0.03% | +2+0.2% | Added |