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 |
|---|---|---|---|---|---|
| Haverford Trust Co | 5,317 | $1.08M | 0.01% | +8+0.2% | Added |
| We Are One Seven, LLC | 5,300 | $1.08M | 0.05% | −527−9.0% | Reduced |
| PYA Waltman Capital, LLC | 5,235 | $1.06M | 0.39% | +440+9.2% | Added |
| Toroso Investments, LLC | 5,205 | $1.06M | 0.01% | +1,291+33.0% | Added |
| Lido Advisors, LLC | 5,167 | $1.05M | 0.01% | −34,104−86.8% | Reduced |
| Roundview Capital LLC | 5,141 | $1.05M | 0.08% | −502−8.9% | Reduced |
| SlateStone Wealth, LLC | 5,088 | $1.03M | 0.11% | +671+15.2% | Added |
| Great Lakes Retirement, Inc. | 5,035 | $1.02M | 0.14% | +592+13.3% | Added |
| Trust Co of Toledo NA | 5,017 | $1.02M | 0.15% | +10+0.2% | Added |
| V-Square Quantitative Management LLC | 4,967 | $1.01M | 0.16% | −1,900−27.7% | Reduced |
| Nicholas Hoffman & Company, LLC. | 4,949 | $1.01M | 0.05% | −126−2.5% | Reduced |
| GAMMA Investing LLC | 4,926 | $1.00M | 0.14% | +3,050+162.6% | Added |
| Prostatis Group LLC | 4,830 | $999.3K | 0.35% | +234+5.1% | Added |
| Union Savings Bank | 4,887 | $993.7K | 0.52% | −90−1.8% | Reduced |
| Quantitative Investment Management, LLC | 4,875 | $991.0K | 0.11% | +4,875 | New |
| Kestra Private Wealth Services, LLC | 4,852 | $986.7K | 0.02% | +219+4.7% | Added |
| Aureus Asset Management, LLC | 4,838 | $983.8K | 0.07% | +58+1.2% | Added |
| Boston Financial Mangement LLC | 4,794 | $974.8K | 0.03% | −15−0.3% | Reduced |
| Valeo Financial Advisors, LLC | 4,793 | $974.6K | 0.03% | −102−2.1% | Reduced |
| Guyasuta Investment Advisors Inc | 5,112 | $973.8K | 0.07% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 4,778 | $971.5K | 0.03% | +33+0.7% | Added |
| Johnson Investment Counsel Inc | 4,768 | $969.5K | 0.01% | −170−3.4% | Reduced |
| Glenview Trust Co | 4,760 | $967.9K | 0.02% | +500+11.7% | Added |
| AMG National Trust Bank | 4,753 | $966.5K | 0.03% | +1,032+27.7% | Added |
| Merit Financial Group, LLC | 4,742 | $964.2K | 0.02% | +192+4.2% | Added |
| Buckingham Strategic Partners | 4,738 | $963.5K | 0.03% | +4,738 | New |
| Central Trust Co | 4,737 | $963.2K | 0.02% | −260−5.2% | Reduced |
| Beaumont Financial Advisors, LLC | 4,736 | $963.1K | 0.08% | +22+0.5% | Added |
| J.W. Cole Advisors, Inc. | 4,715 | $958.8K | 0.05% | −1,247−20.9% | Reduced |
| Ascent Group, LLC | 4,698 | $955.3K | 0.08% | +6+0.1% | Added |
| Providence Wealth Advisors, LLC | 4,700 | $952.9K | 0.76% | +147+3.2% | Added |
| Guardian Capital Advisors LP | 4,561 | $945.0K | 0.10% | −177−3.7% | Reduced |
| Ballentine Partners, LLC | 4,576 | $930.5K | 0.02% | +230+5.3% | Added |
| Meeder Advisory Services, Inc. | 4,564 | $928.0K | 0.07% | +1,411+44.8% | Added |
| Wealth Alliance | 4,526 | $920.3K | 0.12% | −206−4.4% | Reduced |
| Investors Asset Management of Georgia Inc | 4,511 | $917.3K | 0.45% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 4,506 | $914.6K | 0.60% | −3−0.1% | Reduced |
| Sutton Place Investors LLC | 4,482 | $911.4K | 0.61% | +7+0.2% | Added |
| Symmetry Partners, LLC | 4,439 | $903.0K | 0.05% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 4,428 | $900.4K | 0.02% | +21+0.5% | Added |
| Buckingham Strategic Wealth, LLC | 4,423 | $899.5K | 0.01% | +170+4.0% | Added |
| Hanson & Doremus Investment Management | 4,409 | $897.0K | 0.15% | −38−0.9% | Reduced |
| Bridges Investment Management Inc | 4,409 | $896.6K | 0.01% | +94+2.2% | Added |
| Coldstream Capital Management Inc | 4,402 | $895.1K | 0.02% | −3−0.1% | Reduced |
| Forum Financial Management, LP | 4,382 | $891.0K | 0.02% | −15−0.3% | Reduced |
| Bailard, Inc. | 4,373 | $889.2K | 0.02% | −2,016−31.6% | Reduced |
| Searle & Co. | 4,304 | $875.2K | 0.21% | 00.0% | Unchanged |
| Somerset Group LLC | 4,303 | $875.0K | 0.78% | 00.0% | Unchanged |
| AA Financial Advisors, LLC | 4,238 | $861.8K | 0.30% | −254−5.7% | Reduced |
| IFP Advisors, Inc | 4,238 | $861.6K | 0.03% | +3,208+311.5% | Added |
| Stock Yards Bank & Trust Co | 4,237 | $861.6K | 0.03% | 00.0% | Unchanged |
| LRI Investments, LLC | 4,223 | $858.8K | 0.10% | +491+13.2% | Added |
| Pitcairn Co | 4,179 | $849.8K | 0.05% | +772+22.7% | Added |
| FineMark National Bank & Trust | 4,178 | $849.6K | 0.03% | 00.0% | Unchanged |
| Vestcor Inc | 4,174 | $849.0K | 0.03% | 00.0% | Unchanged |
| Tradewinds, LLC. | 4,158 | $845.5K | 0.26% | +305+7.9% | Added |
| Fullcircle Wealth LLC | 4,058 | $842.9K | 0.41% | +4,058 | New |
| Berkeley Capital Partners, LLC | 4,139 | $841.6K | 0.25% | +161+4.0% | Added |
| Quadrant Capital Group LLC | 4,136 | $841.0K | 0.06% | +182+4.6% | Added |
| Oak Thistle LLC | 4,089 | $831.5K | 0.62% | +2,980+268.7% | Added |
| Copperwynd Financial, LLC | 3,841 | $831.4K | 0.27% | +184+5.0% | Added |
| Forza Wealth Management, LLC | 4,072 | $828.0K | 0.43% | 00.0% | Unchanged |
| Abner Herrman & Brock LLC | 4,046 | $823.0K | 0.10% | +64+1.6% | Added |
| Soltis Investment Advisors LLC | 4,030 | $819.6K | 0.09% | +4,030 | New |
| Lindbrook Capital, LLC | 4,026 | $818.6K | 0.08% | +31+0.8% | Added |
| Sterneck Capital Management, LLC | 4,000 | $813.4K | 0.46% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 4,000 | $813.0K | 0.25% | 00.0% | Unchanged |
| Quantbot Technologies LP | 3,982 | $809.7K | 0.04% | −6,668−62.6% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,939 | $801.0K | 0.08% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 3,938 | $800.7K | 0.02% | −199−4.8% | Reduced |
| Lederer & Associates Investment Counsel | 3,919 | $797.0K | 0.58% | +23+0.6% | Added |
| West Paces Advisors Inc. | 3,913 | $795.6K | 0.21% | +31+0.8% | Added |
| Equitable Trust Co | 3,891 | $791.2K | 0.05% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 3,890 | $791.0K | 0.02% | +682+21.3% | Added |
| DoubleLine ETF Adviser LP | 3,886 | $790.2K | 0.21% | −147−3.6% | Reduced |
| Virtus ETF Advisers LLC | 3,878 | $788.6K | 0.39% | +3,878 | New |
| Empowered Funds, LLC | 3,839 | $780.6K | 0.01% | +273+7.7% | Added |
| JB Capital LLC | 3,797 | $772.0K | 0.05% | −296−7.2% | Reduced |
| Money Concepts Capital Corp | 3,781 | $768.8K | 0.06% | +176+4.9% | Added |
| Kanawha Capital Management LLC | 3,778 | $768.2K | 0.06% | −9−0.2% | Reduced |
| High Note Wealth, LLC | 3,762 | $765.0K | 0.23% | −8−0.2% | Reduced |
| Abn Amro Investment Solutions | 3,756 | $763.7K | 0.01% | +2,712+259.8% | Added |
| Allworth Financial LP | 3,739 | $760.7K | 0.00% | +95+2.6% | Added |
| Kathmere Capital Management, LLC | 3,729 | $758.3K | 0.08% | +357+10.6% | Added |
| Fiduciary Trust Co | 3,665 | $745.2K | 0.01% | +14+0.4% | Added |
| MWA Asset Management | 3,649 | $741.9K | 0.53% | −16−0.4% | Reduced |
| Madison Asset Management, LLC | 3,606 | $733.2K | 0.01% | −220−5.8% | Reduced |
| Rothschild Investment LLC | 3,602 | $732.4K | 0.05% | +2,122+143.4% | Added |
| TD Waterhouse Canada Inc. | 3,590 | $728.6K | 0.01% | +449+14.3% | Added |
| PFG Investments, LLC | 3,577 | $727.4K | 0.05% | +1,291+56.5% | Added |
| Mitchell & Pahl Private Wealth, LLC | 3,565 | $724.9K | 0.38% | −4−0.1% | Reduced |
| Davenport & Co LLC | 3,555 | $722.9K | 0.00% | −234−6.2% | Reduced |
| Boothbay Fund Management, LLC | 3,555 | $722.9K | 0.02% | +2,330+190.2% | Added |
| Quest Partners LLC | 3,550 | $721.9K | 0.10% | −3,993−52.9% | Reduced |
| Boyd Watterson Asset Management LLC | 3,538 | $719.4K | 0.21% | 00.0% | Unchanged |
| Smithfield Trust Co | 3,532 | $717.0K | 0.04% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 3,517 | $715.2K | 0.03% | +1,650+88.4% | Added |
| Van Hulzen Asset Management, LLC | 3,495 | $711.0K | 0.05% | −299−7.9% | Reduced |
| Connecticut Wealth Management, LLC | 3,495 | $710.7K | 0.04% | +396+12.8% | Added |
| Pinnacle Bancorp, Inc. | 3,488 | $709.3K | 0.21% | 00.0% | Unchanged |