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 |
|---|---|---|---|---|---|
| Indiana Trust & Investment Management CO | 507 | $103.1K | 0.04% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 500 | $101.8K | 0.01% | −3−0.6% | Reduced |
| Tanglewood Legacy Advisors, LLC | 500 | $101.7K | 0.05% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 430 | $97.2K | 0.00% | −48−10.0% | Reduced |
| City Holding Co | 471 | $95.8K | 0.01% | −75−13.7% | Reduced |
| TCTC Holdings, LLC | 469 | $95.4K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 460 | $93.6K | 0.03% | +460 | New |
| Addison Advisors LLC | 457 | $92.9K | 0.03% | +76+19.9% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 426 | $86.6K | 0.03% | +426 | New |
| Ridgewood Investments LLC | 426 | $86.5K | 0.04% | +426 | New |
| Old Point Trust & Financial Services N A | 420 | $85.4K | 0.03% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 413 | $84.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 412 | $83.8K | 0.00% | −429−51.0% | Reduced |
| CVA Family Office, LLC | 409 | $83.2K | 0.01% | +14+3.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 407 | $82.7K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 400 | $81.3K | 0.01% | −22−5.2% | Reduced |
| Global Trust Asset Management, LLC | 387 | $78.7K | 0.03% | +2+0.5% | Added |
| Trifecta Capital Advisors, LLC | 372 | $75.6K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 364 | $74.0K | 0.02% | −8−2.2% | Reduced |
| First United Bank Trust | 364 | $74.0K | 0.03% | 00.0% | Unchanged |
| Crewe Advisors LLC | 354 | $72.0K | 0.01% | −2−0.6% | Reduced |
| First Financial Corp | 351 | $71.4K | 0.04% | −30−7.9% | Reduced |
| Rogco, LP | 343 | $69.7K | 0.03% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 342 | $69.5K | 0.01% | +2+0.6% | Added |
| Central Bank & Trust Co | 340 | $69.1K | 0.01% | 00.0% | Unchanged |
| First Foundation Advisors | 331 | $67.3K | 0.00% | −167−33.5% | Reduced |
| Strategic Investment Solutions, Inc. | 308 | $66.7K | 0.02% | +308 | New |
| RE Dickinson Investment Advisors, LLC | 325 | $66.1K | 0.04% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 323 | $65.7K | 0.01% | −38−10.5% | Reduced |
| Pacifica Partners Inc. | 322 | $65.6K | 0.03% | +322 | New |
| Oliver Lagore Vanvalin Investment Group | 321 | $65.3K | 0.02% | 00.0% | Unchanged |
| Main Street Group, LTD | 319 | $64.8K | 0.03% | −16−4.8% | Reduced |
| Valued Wealth Advisors LLC | 310 | $63.1K | 0.04% | +9+3.0% | Added |
| Covestor Ltd | 310 | $63.0K | 0.04% | +48+18.3% | Added |
| Venturi Wealth Management, LLC | 309 | $62.8K | 0.00% | +70+29.3% | Added |
| Peoples Financial Services Corp. | 309 | $62.8K | 0.03% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 308 | $62.6K | 0.05% | +248+413.3% | Added |
| Bell Investment Advisors, Inc | 306 | $62.2K | 0.01% | +1+0.3% | Added |
| Capital Advisors, Ltd. LLC | 305 | $62.0K | 0.01% | −4−1.3% | Reduced |
| Financial Perspectives, Inc | 290 | $59.0K | 0.02% | 00.0% | Unchanged |
| RFP Financial Group LLC | 283 | $57.6K | 0.02% | −738−72.3% | Reduced |
| Vestor Capital, LLC | 282 | $57.0K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 280 | $56.9K | 0.02% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 279 | $56.7K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 278 | $56.5K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 264 | $53.7K | 0.02% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 254 | $51.6K | 0.04% | +254 | New |
| Monetary Management Group Inc | 250 | $50.8K | 0.01% | −400−61.5% | Reduced |
| Tucker Asset Management LLC | 249 | $50.6K | 0.01% | +149+149.0% | Added |
| Independence Bank of Kentucky | 247 | $50.2K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 238 | $48.4K | 0.00% | −335−58.5% | Reduced |
| Piscataqua Savings Bank | 237 | $48.2K | 0.04% | −4−1.7% | Reduced |
| Motco | 231 | $47.0K | 0.00% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 226 | $46.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 226 | $46.0K | 0.01% | −119−34.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 221 | $44.9K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 208 | $42.4K | 0.00% | −74−26.2% | Reduced |
| Glass Jacobson Investment Advisors llc | 205 | $41.7K | 0.02% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 204 | $41.5K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 204 | $41.5K | 0.00% | +1+0.5% | Added |
| Princeton Global Asset Management LLC | 202 | $41.1K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 200 | $40.7K | 0.01% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 200 | $40.7K | 0.03% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 200 | $40.7K | 0.00% | +200 | New |
| Heritage Wealth Advisors | 194 | $39.4K | 0.00% | −1,347−87.4% | Reduced |
| Bangor Savings Bank | 192 | $39.0K | 0.00% | +44+29.7% | Added |
| Castleview Partners, LLC | 189 | $38.4K | 0.02% | +1+0.5% | Added |
| Nemes Rush Group LLC | 185 | $37.6K | 0.01% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 179 | $36.4K | 0.00% | −15−7.7% | Reduced |
| Opal Wealth Advisors, LLC | 175 | $35.6K | 0.01% | −9−4.9% | Reduced |
| Country Trust Bank | 175 | $35.6K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 170 | $35.0K | 0.01% | −29−14.6% | Reduced |
| SJS Investment Consulting Inc. | 170 | $34.6K | 0.01% | 00.0% | Unchanged |
| SWS Partners | 169 | $34.6K | 0.01% | +169 | New |
| Creative Financial Designs Inc | 168 | $34.2K | 0.00% | 00.0% | Unchanged |
| American National Bank | 160 | $32.5K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 158 | $32.1K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 155 | $31.5K | 0.00% | −16−9.4% | Reduced |
| North Star Investment Management Corp. | 153 | $31.1K | 0.00% | −352−69.7% | Reduced |
| Arlington Trust Co LLC | 152 | $30.9K | 0.01% | −480−75.9% | Reduced |
| Westside Investment Management, Inc. | 152 | $30.9K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 151 | $30.7K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 150 | $30.5K | 0.01% | −30−16.7% | Reduced |
| Wellington Shields Capital Management, LLC | 150 | $30.5K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 150 | $30.5K | 0.02% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 150 | $30.5K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 149 | $30.4K | 0.01% | 00.0% | Unchanged |
| Trust Co | 144 | $29.3K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 143 | $29.1K | 0.01% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 149 | $28.3K | 0.00% | −13−8.0% | Reduced |
| BOK Financial Private Wealth, Inc. | 139 | $28.3K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 138 | $28.1K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 135 | $27.5K | 0.00% | −45−25.0% | Reduced |
| Beacon Capital Management, LLC | 134 | $27.2K | 0.01% | −21−13.5% | Reduced |
| American Capital Advisory, LLC | 142 | $27.1K | 0.02% | 00.0% | Unchanged |
| ZynergyRetirementPlanningLLC | 132 | $26.8K | 0.02% | +132 | New |
| West Branch Capital LLC | 125 | $25.4K | 0.01% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 121 | $24.6K | 0.00% | +121 | New |
| Park Place Capital Corp | 119 | $24.2K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 118 | $24.0K | 0.01% | +3+2.6% | Added |