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 |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 26,156 | $5.32M | 0.02% | +1,867+7.7% | Added |
| Rockefeller Capital Management L.P. | 26,071 | $5.30M | 0.02% | +3,421+15.1% | Added |
| Bessemer Group Inc | 26,061 | $5.30M | 0.01% | +9,860+60.9% | Added |
| La Banque Postale Asset Management SA | 25,942 | $5.28M | 0.22% | −3,842−12.9% | Reduced |
| Candriam Luxembourg S.C.A. | 25,904 | $5.27M | 0.03% | +2,705+11.7% | Added |
| Avantax Advisory Services, Inc. | 25,395 | $5.16M | 0.04% | +6,402+33.7% | Added |
| JustInvest LLC | 25,317 | $5.11M | 0.10% | +659+2.7% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 25,058 | $5.10M | 0.05% | +2,555+11.4% | Added |
| GWM Advisors LLC | 24,875 | $5.06M | 0.04% | +3,228+14.9% | Added |
| Campbell & CO Investment Adviser LLC | 24,713 | $5.03M | 0.43% | +24,713 | New |
| Verdence Capital Advisors LLC | 24,623 | $5.01M | 0.45% | −4,166−14.5% | Reduced |
| Private Advisor Group, LLC | 24,511 | $4.98M | 0.03% | −389−1.6% | Reduced |
| Asset Dedication, LLC | 24,346 | $4.95M | 0.34% | +24,346 | New |
| Gotham Asset Management, LLC | 24,296 | $4.94M | 0.06% | +11,783+94.2% | Added |
| Beacon Pointe Advisors, LLC | 23,682 | $4.82M | 0.06% | −6,847−22.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 23,603 | $4.80M | 0.00% | −207−0.9% | Reduced |
| Penobscot Investment Management Company, Inc. | 23,501 | $4.78M | 0.46% | +4,347+22.7% | Added |
| Freestone Capital Holdings, LLC | 23,265 | $4.73M | 0.17% | +252+1.1% | Added |
| Commerce Bank | 23,152 | $4.71M | 0.03% | −952−3.9% | Reduced |
| Citizens Business Bank | 22,891 | $4.65M | 0.98% | −155−0.7% | Reduced |
| Investment Management Corp of Ontario | 22,806 | $4.64M | 0.13% | −5,457−19.3% | Reduced |
| Chemung Canal Trust Co | 22,626 | $4.60M | 0.89% | −102−0.4% | Reduced |
| Kingsview Wealth Management, LLC | 22,428 | $4.56M | 0.11% | +8,833+65.0% | Added |
| Bristlecone Advisors, LLC | 22,035 | $4.48M | 0.38% | −317−1.4% | Reduced |
| HM Payson & Co | 22,007 | $4.47M | 0.08% | −14−0.1% | Reduced |
| RNC Capital Management LLC | 21,997 | $4.47M | 0.25% | −128,874−85.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 21,969 | $4.47M | 0.07% | +21,969 | New |
| Sawyer & Company, Inc | 21,909 | $4.46M | 1.77% | −1,891−7.9% | Reduced |
| Summit Global Investments | 21,768 | $4.43M | 0.30% | −3,196−12.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 21,714 | $4.42M | 0.12% | −502−2.3% | Reduced |
| Foster & Motley Inc | 21,500 | $4.37M | 0.30% | −605−2.7% | Reduced |
| Vident Advisory, LLC | 21,252 | $4.32M | 0.12% | +17,586+479.7% | Added |
| J. W. Coons Advisors, LLC | 21,250 | $4.32M | 1.04% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 20,897 | $4.25M | 0.07% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 20,443 | $4.16M | 0.01% | +361+1.8% | Added |
| Tower Research Capital LLC (TRC) | 20,341 | $4.14M | 0.07% | −25,470−55.6% | Reduced |
| MML Investors Services, LLC | 20,328 | $4.13M | 0.02% | −1,608−7.3% | Reduced |
| Culbertson A N & Co Inc | 20,240 | $4.12M | 0.72% | +240+1.2% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 20,155 | $4.10M | 0.73% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 20,141 | $4.10M | 1.30% | +920+4.8% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $4.09M | 1.42% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 19,770 | $4.02M | 0.08% | −745−3.6% | Reduced |
| Hallmark Capital Management Inc | 19,703 | $4.01M | 0.32% | −1,588−7.5% | Reduced |
| Oregon Public Employees Retirement Fund | 19,689 | $4.00M | 0.08% | +219+1.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 19,689 | $4.00M | 0.22% | +19,689 | New |
| Fifth Third Bancorp | 19,558 | $3.98M | 0.02% | +2,078+11.9% | Added |
| Steward Partners Investment Advisory, LLC | 19,506 | $3.97M | 0.04% | −378−1.9% | Reduced |
| Elo Mutual Pension Insurance Co | 19,324 | $3.93M | 0.09% | −1,521−7.3% | Reduced |
| CIBC Private Wealth Group, LLC | 19,090 | $3.90M | 0.01% | +277+1.5% | Added |
| Gulf International Bank (UK) Ltd | 19,049 | $3.87M | 0.10% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 18,672 | $3.80M | 0.35% | +16,695+844.5% | Added |
| Milestone Asset Management, LLC | 18,490 | $3.76M | 0.94% | −6,216−25.2% | Reduced |
| Liberty One Investment Management, LLC | 18,477 | $3.76M | 0.42% | +1,197+6.9% | Added |
| Teachers Retirement System of the State of Kentucky | 18,347 | $3.73M | 0.03% | −525−2.8% | Reduced |
| Atria Wealth Solutions, Inc. | 18,118 | $3.68M | 0.04% | −3,270−15.3% | Reduced |
| Norinchukin Bank, The | 18,097 | $3.68M | 0.11% | −453−2.4% | Reduced |
| Maryland State Retirement & Pension System | 17,893 | $3.64M | 0.07% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 17,658 | $3.59M | 0.08% | +17,658 | New |
| Lee Danner & Bass Inc | 17,496 | $3.56M | 0.27% | +17,496 | New |
| Kentucky Retirement Systems | 17,256 | $3.51M | 0.10% | −74−0.4% | Reduced |
| Diversified Trust Co | 17,227 | $3.50M | 0.10% | +1,214+7.6% | Added |
| Omers Administration Corp | 17,027 | $3.46M | 0.03% | +17,027 | New |
| Principle Wealth Partners LLC | 16,994 | $3.46M | 0.26% | +20.0% | Added |
| Slow Capital, Inc. | 16,846 | $3.43M | 0.55% | −1,275−7.0% | Reduced |
| Jefferies Financial Group Inc. | 16,834 | $3.42M | 0.07% | +11,213+199.5% | Added |
| Argent Trust Co | 16,823 | $3.42M | 0.15% | −989−5.6% | Reduced |
| Nomura Holdings Inc | 16,773 | $3.41M | 0.02% | +14,856+775.0% | Added |
| Miracle Mile Advisors, LLC | 16,737 | $3.40M | 0.08% | +220+1.3% | Added |
| MAI Capital Management | 16,685 | $3.39M | 0.03% | +258+1.6% | Added |
| Neo Ivy Capital Management | 16,664 | $3.39M | 0.66% | +16,664 | New |
| MBB Public Markets I LLC | 16,553 | $3.37M | 0.07% | +16,553 | New |
| Procyon Private Wealth Partners, LLC | 16,552 | $3.37M | 0.25% | +1,220+8.0% | Added |
| Osborne Partners Capital Management, LLC | 16,538 | $3.36M | 0.20% | −245−1.5% | Reduced |
| Applied Capital LLC | 16,492 | $3.35M | 2.93% | −70.0% | Reduced |
| Achmea Investment Management B.V. | 16,406 | $3.34M | 0.06% | +4,721+40.4% | Added |
| Raymond James Trust N.A. | 16,360 | $3.33M | 0.08% | +46+0.3% | Added |
| Eagle Rock Investment Company, LLC | 16,346 | $3.32M | 0.60% | −70.0% | Reduced |
| Arvest Investments, Inc. | 16,192 | $3.29M | 0.53% | −347−2.1% | Reduced |
| Trexquant Investment LP | 16,106 | $3.27M | 0.05% | −28,446−63.8% | Reduced |
| Empire Financial Management Company, LLC | 16,014 | $3.26M | 1.08% | +622+4.0% | Added |
| Marshall Wace, LLP | 15,885 | $3.23M | 0.00% | −119,459−88.3% | Reduced |
| Thrivent Financial for Lutherans | 15,648 | $3.18M | 0.01% | +4,466+39.9% | Added |
| Fulton Bank, N.A. | 15,488 | $3.15M | 0.13% | −839−5.1% | Reduced |
| 1st Source Bank | 15,400 | $3.13M | 0.18% | −37−0.2% | Reduced |
| Strategic Planning Group, LLC | 15,277 | $3.11M | 0.68% | +2,347+18.2% | Added |
| RSM US Wealth Management LLC | 15,199 | $3.09M | 0.05% | +8,479+126.2% | Added |
| Unison Advisors LLC | 15,165 | $3.08M | 0.39% | +67+0.4% | Added |
| Lincoln Capital LLC | 14,943 | $3.04M | 0.68% | +20.0% | Added |
| Hancock Whitney Corp | 14,720 | $2.99M | 0.10% | −121−0.8% | Reduced |
| BKD Wealth Advisors, LLC | 14,711 | $2.99M | 0.07% | +176+1.2% | Added |
| Hartford Investment Management Co | 14,699 | $2.99M | 0.10% | −78−0.5% | Reduced |
| KCM Investment Advisors LLC | 14,652 | $2.98M | 0.11% | −60.0% | Reduced |
| New Vernon Investment Management LLC | 14,505 | $2.95M | 3.83% | −11,079−43.3% | Reduced |
| Crossmark Global Holdings, Inc. | 14,417 | $2.93M | 0.06% | −1,316−8.4% | Reduced |
| Romano Brothers and Company | 14,015 | $2.85M | 0.39% | −1,500−9.7% | Reduced |
| Baker Avenue Asset Management, LP | 13,946 | $2.84M | 0.10% | +13,946 | New |
| Savant Capital, LLC | 13,846 | $2.82M | 0.03% | −333−2.3% | Reduced |
| Wunderlich Capital Managemnt | 13,618 | $2.77M | 1.24% | −59−0.4% | Reduced |
| Virtu Financial LLC | 13,528 | $2.75M | 0.19% | +10,746+386.3% | Added |
| Brinker Capital Investments, LLC | 13,479 | $2.74M | 0.03% | −2,827−17.3% | Reduced |