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 |
|---|---|---|---|---|---|
| Resources Investment Advisors, LLC. | 8,394 | $1.71M | 0.02% | +3,831+84.0% | Added |
| BancorpSouth Bank | 8,360 | $1.70M | 0.13% | −36−0.4% | Reduced |
| Dakota Wealth Management | 8,336 | $1.70M | 0.04% | +153+1.9% | Added |
| Centiva Capital, LP | 8,307 | $1.69M | 0.08% | +7,338+757.3% | Added |
| Accredited Investors Inc. | 8,224 | $1.67M | 0.10% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 8,208 | $1.67M | 0.38% | −240−2.8% | Reduced |
| First National Advisers, LLC | 8,185 | $1.66M | 0.30% | +1,095+15.4% | Added |
| SpiderRock Advisors, LLC | 8,128 | $1.65M | 0.04% | −41−0.5% | Reduced |
| FRG Family Wealth Advisors LLC | 7,900 | $1.65M | 0.32% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 8,022 | $1.63M | 0.16% | −40−0.5% | Reduced |
| Capital Wealth Planning, LLC | 8,000 | $1.63M | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 7,991 | $1.62M | 0.04% | 00.0% | Unchanged |
| Empirical Finance, LLC | 7,904 | $1.61M | 0.10% | −653−7.6% | Reduced |
| Community Bank, N.A. | 7,840 | $1.59M | 0.21% | −35−0.4% | Reduced |
| Choate Investment Advisors | 7,807 | $1.59M | 0.04% | −460−5.6% | Reduced |
| Argent Advisors, Inc. | 7,803 | $1.59M | 0.63% | +81+1.0% | Added |
| Beacon Financial Group | 7,786 | $1.58M | 0.18% | −312−3.9% | Reduced |
| Moors & Cabot, Inc. | 7,700 | $1.57M | 0.08% | +851+12.4% | Added |
| Paradigm Asset Management Co LLC | 7,700 | $1.57M | 0.44% | +2,800+57.1% | Added |
| David Loasby | 7,420 | $1.54M | 0.15% | −161−2.1% | Reduced |
| Academy Capital Management Inc | 7,552 | $1.54M | 0.28% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 7,537 | $1.53M | 0.06% | −189−2.4% | Reduced |
| Arden Trust Co | 7,526 | $1.53M | 0.21% | −768−9.3% | Reduced |
| Benin Management CORP | 7,513 | $1.53M | 0.46% | −200−2.6% | Reduced |
| Jacobi Capital Management LLC | 7,482 | $1.52M | 0.13% | +65+0.9% | Added |
| Profund Advisors LLC | 7,451 | $1.52M | 0.06% | −239−3.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 7,386 | $1.50M | 0.10% | −145−1.9% | Reduced |
| Bokf, NA | 7,348 | $1.49M | 0.03% | +101+1.4% | Added |
| Venture Visionary Partners LLC | 7,326 | $1.49M | 0.07% | +269+3.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,289 | $1.48M | 0.04% | +48+0.7% | Added |
| iA Global Asset Management Inc. | 7,232 | $1.47M | 0.03% | +317+4.6% | Added |
| Sequoia Financial Advisors, LLC | 7,219 | $1.47M | 0.02% | +45+0.6% | Added |
| Park Avenue Securities LLC | 7,215 | $1.47M | 0.02% | +158+2.2% | Added |
| Smith, Salley & Associates | 7,159 | $1.46M | 0.10% | +98+1.4% | Added |
| Meiji Yasuda Life Insurance Co | 7,136 | $1.45M | 0.03% | −443−5.8% | Reduced |
| TD Private Client Wealth LLC | 7,129 | $1.45M | 0.05% | −350−4.7% | Reduced |
| Essex Financial Services, Inc. | 6,820 | $1.44M | 0.11% | +562+9.0% | Added |
| Ashton Thomas Private Wealth, LLC | 7,096 | $1.44M | 0.08% | −244−3.3% | Reduced |
| Ballast, Inc. | 7,094 | $1.44M | 0.44% | +107+1.5% | Added |
| Belpointe Asset Management LLC | 7,060 | $1.44M | 0.10% | +14+0.2% | Added |
| NEOS Investment Management LLC | 7,056 | $1.43M | 0.06% | +1,992+39.3% | Added |
| South Dakota Investment Council | 7,030 | $1.43M | 0.03% | −265−3.6% | Reduced |
| Harfst & Associates, Inc. | 7,008 | $1.43M | 0.33% | +193+2.8% | Added |
| Gifford Fong Associates | 7,000 | $1.42M | 0.38% | 00.0% | Unchanged |
| Old National Bancorp | 6,959 | $1.42M | 0.03% | −195−2.7% | Reduced |
| Eagle Capital Management LLC | 6,900 | $1.40M | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 6,805 | $1.38M | 0.05% | −333−4.7% | Reduced |
| IHT Wealth Management, LLC | 6,763 | $1.38M | 0.05% | +3,985+143.4% | Added |
| Tevis Investment Management | 6,730 | $1.37M | 1.10% | −150−2.2% | Reduced |
| Assenagon Asset Management S.A. | 6,708 | $1.36M | 0.00% | −1,285−16.1% | Reduced |
| Pensionfund Sabic | 6,700 | $1.36M | 0.40% | 00.0% | Unchanged |
| Signaturefd, LLC | 6,696 | $1.36M | 0.03% | −25−0.4% | Reduced |
| Vaughan David Investments LLC | 6,615 | $1.34M | 0.03% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 6,602 | $1.34M | 1.08% | −86−1.3% | Reduced |
| HighPoint Advisor Group LLC | 6,078 | $1.34M | 0.08% | +10+0.2% | Added |
| Avalon Trust Co | 6,550 | $1.33M | 0.11% | −525−7.4% | Reduced |
| Resources Management Corp | 6,546 | $1.33M | 0.19% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 6,543 | $1.33M | 0.03% | −1,455−18.2% | Reduced |
| Integrated Wealth Concepts LLC | 6,492 | $1.32M | 0.02% | +510+8.5% | Added |
| DAGCO, Inc. | 6,467 | $1.32M | 0.58% | +6,467 | New |
| Concord Asset Management, LLC | 6,431 | $1.31M | 0.32% | +638+11.0% | Added |
| Concord Wealth Partners | 6,406 | $1.30M | 0.23% | +573+9.8% | Added |
| Banque Cantonale Vaudoise | 6,385 | $1.30M | 0.05% | −4,902−43.4% | Reduced |
| Ostrum Asset Management | 6,370 | $1.30M | 0.11% | −9,841−60.7% | Reduced |
| Snowden Capital Advisors LLC | 6,345 | $1.29M | 0.04% | −145−2.2% | Reduced |
| TownSquare Capital, LLC | 6,344 | $1.29M | 0.02% | +785+14.1% | Added |
| Moody National Bank Trust Division | 6,324 | $1.29M | 0.10% | +208+3.4% | Added |
| BSW Wealth Partners | 6,321 | $1.29M | 0.21% | +92+1.5% | Added |
| Cornerstone Advisors, LLC | 6,300 | $1.28M | 0.05% | −2,700−30.0% | Reduced |
| Clearstead Advisors, LLC | 6,211 | $1.26M | 0.02% | +2,456+65.4% | Added |
| Bard Financial Services, Inc. | 6,185 | $1.26M | 0.13% | 00.0% | Unchanged |
| JT Stratford LLC | 6,079 | $1.24M | 0.23% | +817+15.5% | Added |
| MB, Levis & Associates, LLC | 6,014 | $1.22M | 0.64% | +43+0.7% | Added |
| Groupama Asset Managment | 7,662 | $1.22M | 0.03% | +4,616+151.5% | Added |
| Hilltop Holdings Inc. | 5,978 | $1.22M | 0.14% | +704+13.3% | Added |
| Ibex Wealth Advisors | 5,958 | $1.21M | 0.19% | +5,958 | New |
| NJ State Employees Deferred Compensation Plan | 5,943 | $1.21M | 0.15% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 5,940 | $1.21M | 0.22% | −98−1.6% | Reduced |
| Versor Investments LP | 5,904 | $1.20M | 0.22% | +1,407+31.3% | Added |
| Institute for Wealth Management, LLC. | 5,851 | $1.19M | 0.16% | −238−3.9% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 5,829 | $1.19M | 0.09% | +42+0.7% | Added |
| Elmwood Wealth Management, Inc. | 5,816 | $1.18M | 0.53% | −100−1.7% | Reduced |
| Sumitomo Life Insurance Co | 5,765 | $1.17M | 0.03% | −752−11.5% | Reduced |
| Trust Co of Vermont | 5,765 | $1.17M | 0.06% | −18−0.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 5,721 | $1.16M | 0.02% | −609−9.6% | Reduced |
| Lowe Brockenbrough & Co Inc | 5,574 | $1.13M | 0.08% | −141−2.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 5,570 | $1.13M | 0.05% | +489+9.6% | Added |
| Douglass Winthrop Advisors, LLC | 5,556 | $1.13M | 0.02% | +79+1.4% | Added |
| Kingswood Wealth Advisors, LLC | 5,496 | $1.12M | 0.10% | +119+2.2% | Added |
| HighMark Wealth Management LLC | 5,489 | $1.12M | 0.67% | +2,554+87.0% | Added |
| Ci Investments Inc. | 5,480 | $1.11M | 0.00% | +189+3.6% | Added |
| Dynamic Advisor Solutions LLC | 5,477 | $1.11M | 0.04% | −3,782−40.8% | Reduced |
| Private Trust Co NA | 5,434 | $1.10M | 0.12% | +233+4.5% | Added |
| Axxcess Wealth Management, LLC | 5,414 | $1.10M | 0.03% | −49−0.9% | Reduced |
| Gen-Wealth Partners Inc | 5,406 | $1.10M | 0.53% | +152+2.9% | Added |
| Claro Advisors LLC | 5,405 | $1.10M | 0.17% | −109−2.0% | Reduced |
| Tocqueville Asset Management L.P. | 5,401 | $1.10M | 0.02% | +6+0.1% | Added |
| Plato Investment Management Ltd | 5,369 | $1.09M | 0.10% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 5,334 | $1.08M | 0.08% | +18+0.3% | Added |
| Silvercrest Asset Management Group LLC | 5,327 | $1.08M | 0.01% | 00.0% | Unchanged |