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 |
|---|---|---|---|---|---|
| Orion Portfolio Solutions, LLC | 13,479 | $2.74M | 0.03% | −2,827−17.3% | Reduced |
| 1832 Asset Management L.P. | 13,452 | $2.74M | 0.00% | +1,342+11.1% | Added |
| Rossmore Private Capital | 13,448 | $2.73M | 0.36% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 13,352 | $2.71M | 0.02% | +6,016+82.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 13,329 | $2.71M | 0.14% | −1,637−10.9% | Reduced |
| Mirae Asset Securities (USA) Inc. | 13,262 | $2.70M | 0.17% | +13,262 | New |
| Securian Asset Management, Inc | 13,077 | $2.66M | 0.08% | −363−2.7% | Reduced |
| Louisiana State Employees Retirement System | 13,000 | $2.64M | 0.05% | −300−2.3% | Reduced |
| Garner Asset Management Corp | 12,953 | $2.63M | 1.28% | +1,210+10.3% | Added |
| Carnegie Capital Asset Management, LLC | 12,900 | $2.62M | 0.08% | −939−6.8% | Reduced |
| Andra AP-fonden | 12,900 | $2.62M | 0.04% | +12,900 | New |
| Icon Wealth Advisors, LLC | 12,119 | $2.62M | 0.23% | +2,055+20.4% | Added |
| Horiko Capital Management LLC | 12,643 | $2.58M | 0.73% | +174+1.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 12,523 | $2.55M | 0.03% | +353+2.9% | Added |
| Acropolis Investment Management, LLC | 12,494 | $2.54M | 0.16% | +11+0.1% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 12,483 | $2.54M | 0.01% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 12,459 | $2.53M | 0.10% | −116−0.9% | Reduced |
| Nebula Research & Development LLC | 12,413 | $2.52M | 0.41% | +12,413 | New |
| D.A. Davidson & Co. | 12,261 | $2.49M | 0.02% | +80+0.7% | Added |
| Canandaigua National Bank & Trust Co | 12,246 | $2.49M | 0.27% | −469−3.7% | Reduced |
| Burney Co | 12,238 | $2.49M | 0.10% | −562−4.4% | Reduced |
| Pinnacle Financial Partners Inc | 11,761 | $2.49M | 0.05% | −816−6.5% | Reduced |
| Accurate Wealth Management, LLC | 11,623 | $2.48M | 0.59% | +11,623 | New |
| Kinneret Advisory, LLC | 12,189 | $2.48M | 0.24% | +1,528+14.3% | Added |
| Allspring Global Investments Holdings, LLC | 12,157 | $2.47M | 0.00% | −103,444−89.5% | Reduced |
| Ieq Capital, LLC | 12,111 | $2.46M | 0.03% | +1,462+13.7% | Added |
| Vinva Investment Management Ltd | 11,872 | $2.46M | 0.13% | +3,247+37.6% | Added |
| Advisory Services Network, LLC | 12,083 | $2.46M | 0.05% | +213+1.8% | Added |
| Wealthfront Advisers LLC | 12,074 | $2.46M | 0.01% | +447+3.8% | Added |
| Horizon Investments, LLC | 12,009 | $2.44M | 0.07% | +37+0.3% | Added |
| Scientech Research LLC | 12,003 | $2.44M | 0.50% | +10,370+635.0% | Added |
| Compass Wealth Management LLC | 11,992 | $2.44M | 0.60% | +22+0.2% | Added |
| Los Angeles Capital Management LLC | 11,983 | $2.44M | 0.01% | −1,979−14.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 11,970 | $2.43M | 0.01% | +4,083+51.8% | Added |
| Delta Financial Advisors LLC | 11,847 | $2.41M | 0.93% | +10+0.1% | Added |
| Metis Global Partners, LLC | 11,846 | $2.41M | 0.08% | −147−1.2% | Reduced |
| Shelton Capital Management | 11,607 | $2.36M | 0.06% | +856+8.0% | Added |
| Siemens Fonds Invest GmbH | 11,577 | $2.35M | 0.18% | +117+1.0% | Added |
| Worldquant Millennium Advisors LLC | 11,541 | $2.35M | 0.02% | −240,697−95.4% | Reduced |
| New Mexico Educational Retirement Board | 11,478 | $2.33M | 0.08% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 11,434 | $2.32M | 0.03% | +403+3.7% | Added |
| Financial Advisory Service, Inc. | 11,429 | $2.32M | 0.20% | +651+6.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 11,341 | $2.31M | 0.09% | +474+4.4% | Added |
| Weaver Capital Management LLC | 11,190 | $2.28M | 0.73% | +1,053+10.4% | Added |
| Tower Bridge Advisors | 11,153 | $2.27M | 0.25% | −275−2.4% | Reduced |
| Twinbeech Capital LP | 11,125 | $2.26M | 0.04% | +11,125 | New |
| Kovitz Investment Group Partners, LLC | 11,117 | $2.26M | 0.02% | +3,579+47.5% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 11,109 | $2.26M | 0.91% | +22+0.2% | Added |
| Stephens Inc | 11,096 | $2.26M | 0.03% | +111+1.0% | Added |
| Agf Management Ltd | 11,005 | $2.24M | 0.01% | +639+6.2% | Added |
| Evercore Wealth Management, LLC | 10,881 | $2.21M | 0.03% | 00.0% | Unchanged |
| Sigma Planning Corp | 10,860 | $2.21M | 0.07% | +389+3.7% | Added |
| First National Trust Co | 10,768 | $2.19M | 0.09% | −1,201−10.0% | Reduced |
| Peddock Capital Advisors, LLC | 10,659 | $2.17M | 0.56% | −699−6.2% | Reduced |
| Jump Financial, LLC | 10,644 | $2.16M | 0.04% | −5,813−35.3% | Reduced |
| Exeter Financial, LLC | 10,557 | $2.15M | 1.02% | +81+0.8% | Added |
| Colony Group, LLC | 10,505 | $2.14M | 0.01% | +2,769+35.8% | Added |
| GSB Wealth Management, LLC | 10,480 | $2.13M | 0.58% | −227−2.1% | Reduced |
| Veriti Management LLC | 10,353 | $2.11M | 0.13% | +1,273+14.0% | Added |
| Montag A & Associates Inc | 10,119 | $2.06M | 0.10% | 00.0% | Unchanged |
| White Pine Capital LLC | 10,081 | $2.05M | 0.78% | −39−0.4% | Reduced |
| Erste Asset Management GmbH | 9,900 | $2.05M | 0.03% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 10,042 | $2.04M | 0.02% | +1,506+17.6% | Added |
| Nilsine Partners, LLC | 10,038 | $2.04M | 0.27% | +62+0.6% | Added |
| Everence Capital Management Inc | 9,613 | $2.04M | 0.14% | 00.0% | Unchanged |
| Twin Capital Management Inc | 10,012 | $2.04M | 0.24% | +21+0.2% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,002 | $2.03M | 0.06% | −3,415−25.5% | Reduced |
| Savoie Capital LLC | 10,000 | $2.03M | 0.26% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 10,000 | $2.03M | 0.04% | −325−3.1% | Reduced |
| Rakuten Investment Management, Inc. | 9,751 | $2.02M | 0.01% | +3,613+58.9% | Added |
| E. Ohman J:or Asset Management AB | 9,892 | $2.01M | 0.05% | +600+6.5% | Added |
| Quantinno Capital Management LP | 9,810 | $1.99M | 0.04% | +1,174+13.6% | Added |
| Greenleaf Trust | 9,761 | $1.98M | 0.02% | +25+0.3% | Added |
| Wesleyan Assurance Society | 9,740 | $1.98M | 0.17% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 9,652 | $1.96M | 0.21% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 9,586 | $1.95M | 0.13% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 9,539 | $1.94M | 0.09% | −290−3.0% | Reduced |
| Cornercap Investment Counsel Inc | 9,523 | $1.94M | 0.32% | −184−1.9% | Reduced |
| XTX Topco Ltd | 9,520 | $1.94M | 0.17% | +9,520 | New |
| Bleakley Financial Group, LLC | 9,515 | $1.93M | 0.06% | −33−0.3% | Reduced |
| Simplicity Wealth,LLC | 9,514 | $1.93M | 0.04% | −6−0.1% | Reduced |
| Founders Financial Securities LLC | 9,339 | $1.90M | 0.18% | +522+5.9% | Added |
| Advanced Portfolio Management, LLC | 9,332 | $1.90M | 1.31% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 9,271 | $1.89M | 0.03% | −930−9.1% | Reduced |
| Pinnacle Holdings, LLC | 9,267 | $1.88M | 0.77% | −145−1.5% | Reduced |
| Atlantic Union Bankshares Corp | 9,163 | $1.86M | 0.12% | +2,283+33.2% | Added |
| Congress Wealth Management LLC | 9,158 | $1.86M | 0.03% | +3,119+51.6% | Added |
| Cary Street Partner Investment Advisory LLC | 9,074 | $1.85M | 0.07% | −129−1.4% | Reduced |
| Entropy Technologies, LP | 9,069 | $1.84M | 0.20% | +6,180+213.9% | Added |
| Stonegate Investment Group, LLC | 9,032 | $1.84M | 0.05% | −211−2.3% | Reduced |
| Arrow Financial Corp | 8,983 | $1.83M | 0.18% | +51+0.6% | Added |
| Tectonic Advisors LLC | 8,931 | $1.82M | 0.13% | +452+5.3% | Added |
| Magnetar Financial LLC | 8,823 | $1.79M | 0.04% | −4,408−33.3% | Reduced |
| Focus Financial Network, Inc. | 8,100 | $1.79M | 0.08% | +38+0.5% | Added |
| Asahi Life Asset Management Co., Ltd. | 8,740 | $1.78M | 1.22% | −2,288−20.7% | Reduced |
| Kimelman & Baird, LLC | 8,715 | $1.77M | 0.15% | +8,715 | New |
| WBH Advisory Inc | 8,656 | $1.76M | 0.18% | −257−2.9% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 8,623 | $1.75M | 0.59% | +53+0.6% | Added |
| Bank & Trust Co | 8,513 | $1.73M | 1.47% | +8,513 | New |
| Ossiam | 8,470 | $1.72M | 0.03% | −33,589−79.9% | Reduced |