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; 1,868 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 | 1,868 | $61.0B |
| Q1 2026 | 1,804 | $52.1B |
| Q4 2025 | 1,779 | $53.8B |
| Q3 2025 | 1,680 | $51.9B |
| Q2 2025 | 1,638 | $50.7B |
| Q1 2025 | 1,644 | $49.8B |
| Q4 2024 | 1,589 | $45.6B |
| Q3 2024 | 1,470 | $44.0B |
| Q2 2024 | 1,414 | $38.8B |
| Q1 2024 | 1,451 | $43.6B |
| Q4 2023 | 1,333 | $36.0B |
| Q3 2023 | 1,259 | $30.5B |
| Q2 2023 | 1,287 | $32.5B |
| Q1 2023 | 1,269 | $32.3B |
| Q4 2022 | 1,303 | $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 |
|---|---|---|---|---|---|
| Altfest L J & Co Inc | 1,070 | $218.0K | 0.03% | −321−23.1% | Reduced |
| Ellevest, Inc. | 1,072 | $218.0K | 0.01% | +200+22.9% | Added |
| Baxter Bros Inc | 1,071 | $217.8K | 0.03% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 1,071 | $217.8K | 0.01% | +1,071 | New |
| Charles Schwab Trust Co | 1,069 | $217.4K | 0.02% | +69+6.9% | Added |
| Centennial Bank | 1,066 | $216.8K | 0.11% | 00.0% | Unchanged |
| Key Financial Inc | 1,065 | $216.6K | 0.05% | 00.0% | Unchanged |
| Patten & Patten Inc | 1,062 | $216.0K | 0.02% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 1,059 | $215.3K | 0.10% | 00.0% | Unchanged |
| NDVR, Inc. | 1,057 | $214.9K | 0.22% | −65−5.8% | Reduced |
| Legacy Trust | 1,051 | $213.7K | 0.05% | −174−14.2% | Reduced |
| Voya Financial Advisors, Inc. | 1,029 | $213.0K | 0.02% | −81−7.3% | Reduced |
| Westpac Banking Corp | 1,047 | $212.9K | 0.02% | −222−17.5% | Reduced |
| Jarislowsky, Fraser Ltd | 1,043 | $212.1K | 0.00% | +3+0.3% | Added |
| Leonteq Securities AG | 1,042 | $211.9K | 0.03% | −267−20.4% | Reduced |
| First Financial Bank - Trust Division | 1,038 | $211.1K | 0.02% | +72+7.5% | Added |
| 9258 Wealth Management, LLC | 1,037 | $210.9K | 0.03% | −153−12.9% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,036 | $210.7K | 0.02% | +150+16.9% | Added |
| Baader Bank INC | 1,042 | $210.0K | 0.02% | +1,042 | New |
| Washington Trust Co | 1,027 | $208.8K | 0.01% | +61+6.3% | Added |
| ORG Partners LLC | 1,026 | $208.2K | 0.03% | +683+199.1% | Added |
| HCR Wealth Advisors | 1,023 | $208.0K | 0.03% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 1,021 | $207.6K | 0.11% | +1,021 | New |
| Wedgewood Investors Inc | 1,020 | $207.4K | 0.25% | +1,020 | New |
| Shulman DeMeo Asset Management LLC | 1,017 | $206.7K | 0.05% | −30−2.9% | Reduced |
| One Wealth Advisors, LLC | 972 | $206.5K | 0.04% | 00.0% | Unchanged |
| Greenup Street Wealth Management LLC | 1,015 | $206.4K | 0.05% | +1,015 | New |
| Obermeyer Wood Investment Counsel, LLLP | 1,013 | $206.0K | 0.01% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 1,013 | $206.0K | 0.07% | 00.0% | Unchanged |
| Humankind Investments LLC | 1,007 | $204.8K | 0.05% | −487−32.6% | Reduced |
| Next Capital Management LLC | 1,007 | $204.8K | 0.09% | −22−2.1% | Reduced |
| Templeton & Phillips Capital Management, LLC | 1,005 | $204.4K | 0.18% | +1,005 | New |
| McLean Asset Management Corp | 985 | $204.2K | 0.07% | +16+1.7% | Added |
| Paces Ferry Wealth Advisors, LLC | 1,003 | $204.0K | 0.12% | +115+13.0% | Added |
| Quantum Financial Advisors, LLC | 1,001 | $203.5K | 0.04% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 1,000 | $203.4K | 0.03% | −32−3.1% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 1,000 | $203.3K | 0.02% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 1,000 | $203.3K | 0.15% | 00.0% | Unchanged |
| Legal Advantage Investments, Inc. | 1,000 | $203.3K | 0.12% | 00.0% | Unchanged |
| Red Wave Investments LLC | 1,000 | $203.3K | 0.08% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 1,000 | $203.3K | 0.02% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 1,000 | $203.3K | 0.09% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 996 | $203.0K | 0.09% | −204−17.0% | Reduced |
| Pin Oak Investment Advisors Inc | 997 | $203.0K | 0.19% | 00.0% | Unchanged |
| Sageworth Trust Co | 998 | $202.9K | 0.01% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 996 | $202.6K | 0.10% | −5−0.5% | Reduced |
| Financial Council Asset Management Inc | 994 | $202.1K | 0.11% | 00.0% | Unchanged |
| Legacy Edge Advisors, LLC | 992 | $201.7K | 0.04% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 989 | $201.0K | 0.04% | +4+0.4% | Added |
| Sovereign Financial Group, Inc. | 988 | $200.9K | 0.05% | 00.0% | Unchanged |
| Global Strategic Investment Solutions, LLC | 985 | $200.3K | 0.02% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 985 | $200.2K | 0.11% | −3,123−76.0% | Reduced |
| Perpetual Ltd | 984 | $200.1K | 0.00% | +40+4.2% | Added |
| MV Capital Management, Inc. | 974 | $198.1K | 0.02% | +1+0.1% | Added |
| GeoWealth Management, LLC | 970 | $197.2K | 0.01% | −167−14.7% | Reduced |
| Tortoise Investment Management, LLC | 964 | $196.0K | 0.02% | 00.0% | Unchanged |
| Logan Capital Management Inc | 950 | $193.2K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 949 | $193.0K | 0.04% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 910 | $185.0K | 0.01% | +910 | New |
| Family Firm, Inc. | 877 | $178.3K | 0.04% | +1+0.1% | Added |
| Allianz SE | 870 | $176.9K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 869 | $176.7K | 0.07% | +620+249.0% | Added |
| Horizons Wealth Management | 867 | $176.4K | 0.14% | −29−3.2% | Reduced |
| Valley National Advisers Inc | 860 | $174.0K | 0.03% | +5+0.6% | Added |
| First Community Trust NA | 845 | $171.8K | 0.15% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 839 | $170.6K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 834 | $169.6K | 0.07% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 789 | $163.3K | 0.03% | +418+112.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 798 | $162.3K | 0.05% | −59−6.9% | Reduced |
| CNB Bank | 794 | $161.5K | 0.08% | 00.0% | Unchanged |
| Larson Financial Group LLC | 756 | $153.7K | 0.01% | +632+509.7% | Added |
| Citizens National Bank Trust Department | 750 | $152.5K | 0.03% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 700 | $152.5K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 743 | $151.1K | 0.05% | 00.0% | Unchanged |
| Field & Main Bank | 743 | $151.1K | 0.06% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 740 | $150.5K | 0.01% | +8+1.1% | Added |
| Fairscale Capital, LLC | 679 | $147.9K | 0.13% | +679 | New |
| EverSource Wealth Advisors, LLC | 659 | $142.6K | 0.01% | +87+15.2% | Added |
| Alta Advisers Ltd | 700 | $142.3K | 0.07% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 698 | $142.0K | 0.03% | −319−31.4% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 687 | $139.7K | 0.20% | +188+37.7% | Added |
| Empirical Asset Management, LLC | 11,689 | $137.6K | 0.05% | +9,822+526.1% | Added |
| Massmutual Trust Co FSB | 656 | $133.4K | 0.00% | +95+16.9% | Added |
| Bruce G. Allen Investments, LLC | 652 | $132.6K | 0.11% | +65+11.1% | Added |
| Clean Yield Group | 650 | $132.2K | 0.05% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 640 | $130.2K | 0.08% | −281−30.5% | Reduced |
| Cromwell Holdings LLC | 631 | $128.3K | 0.08% | +631 | New |
| Adirondack Trust Co | 630 | $128.1K | 0.05% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 628 | $127.7K | 0.11% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 615 | $125.2K | 0.05% | +1+0.2% | Added |
| GPS Wealth Strategies Group, LLC | 613 | $124.7K | 0.02% | +65+11.9% | Added |
| Estabrook Capital Management | 613 | $124.6K | 0.02% | −9−1.4% | Reduced |
| Deseret Mutual Benefit Administrators | 599 | $121.8K | 0.06% | 00.0% | Unchanged |
| Bray Capital Advisors | 596 | $121.2K | 0.03% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 573 | $116.5K | 0.03% | 00.0% | Unchanged |
| Financial Freedom, LLC | 542 | $110.2K | 0.06% | +1+0.2% | Added |
| Tompkins Financial Corp | 540 | $109.8K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 536 | $109.0K | 0.05% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 515 | $104.7K | 0.04% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 509 | $103.6K | 0.01% | +4+0.8% | Added |