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
- 1,414
- −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 | 1,869 | $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 |
|---|---|---|---|---|---|
| OmniStar Financial Group, Inc. | 3,468 | $705.3K | 0.64% | +60+1.8% | Added |
| Mirabella Financial Services LLP | 3,454 | $702.3K | 0.05% | +3,454 | New |
| Burns J W & Co Inc | 3,452 | $701.9K | 0.09% | −100−2.8% | Reduced |
| Tradition Wealth Management, LLC | 3,452 | $701.8K | 0.07% | +7+0.2% | Added |
| Apollon Wealth Management, LLC | 3,434 | $698.3K | 0.02% | −859−20.0% | Reduced |
| Ronald Blue Trust, Inc. | 3,000 | $690.4K | 0.01% | +464+18.3% | Added |
| Wilson & Boucher Capital Management, LLC | 3,388 | $688.9K | 0.53% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 3,374 | $686.1K | 0.01% | −60−1.7% | Reduced |
| LVM Capital Management Ltd | 3,374 | $686.0K | 0.08% | +18+0.5% | Added |
| Villere St Denis J & Co LLC | 3,338 | $678.7K | 0.06% | −95−2.8% | Reduced |
| Bank of Stockton | 3,307 | $672.4K | 0.21% | −25−0.8% | Reduced |
| Camden National Bank | 3,276 | $666.1K | 0.10% | −20−0.6% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 3,276 | $666.1K | 0.07% | +27+0.8% | Added |
| Bridgefront Capital, LLC | 3,274 | $665.7K | 0.28% | +2,032+163.6% | Added |
| Ar Asset Management Inc | 3,264 | $664.0K | 0.16% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 3,256 | $662.0K | 0.00% | −1,743−34.9% | Reduced |
| Checchi Capital Advisers, LLC | 3,254 | $661.7K | 0.05% | −33−1.0% | Reduced |
| PFG Advisors | 3,238 | $658.5K | 0.04% | +1,073+49.6% | Added |
| Davis R M Inc | 3,237 | $658.2K | 0.01% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 3,203 | $651.3K | 0.03% | +102+3.3% | Added |
| Capstone Investment Advisors, LLC | 3,200 | $650.7K | 0.01% | −726−18.5% | Reduced |
| Inlet Private Wealth, LLC | 3,190 | $648.7K | 0.18% | +290+10.0% | Added |
| FinTrust Capital Advisors, LLC | 3,157 | $641.9K | 0.12% | +85+2.8% | Added |
| Frank, Rimerman Advisors LLC | 3,132 | $636.9K | 0.05% | +3,123+34,700.0% | Added |
| Flynn Zito Capital Management, LLC | 3,123 | $635.0K | 0.32% | +2+0.1% | Added |
| JNBA Financial Advisors | 3,108 | $632.0K | 0.07% | −34−1.1% | Reduced |
| United Community Bank | 3,103 | $631.0K | 0.25% | +4+0.1% | Added |
| NorthRock Partners, LLC | 3,084 | $627.0K | 0.02% | +11+0.4% | Added |
| Strategic Advisors LLC | 3,067 | $623.6K | 0.12% | +24+0.8% | Added |
| Graypoint LLC | 3,048 | $619.8K | 0.04% | +102+3.5% | Added |
| Diversify Advisory Services, LLC | 3,051 | $619.8K | 0.03% | −822−21.2% | Reduced |
| Brighton Jones LLC | 3,036 | $617.4K | 0.02% | +449+17.4% | Added |
| TCG Advisory Services, LLC | 3,031 | $616.3K | 0.03% | +125+4.3% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 3,017 | $613.5K | 0.00% | −2,468−45.0% | Reduced |
| Coastal Bridge Advisors, LLC | 3,010 | $612.1K | 0.15% | +8+0.3% | Added |
| Marcum Wealth, LLC | 3,005 | $611.0K | 0.06% | −83−2.7% | Reduced |
| Park National Corp | 2,979 | $605.8K | 0.02% | −25−0.8% | Reduced |
| Fifth Third Wealth Advisors LLC | 2,974 | $604.7K | 0.05% | +2,008+207.9% | Added |
| Prio Wealth Limited Partnership | 2,973 | $604.5K | 0.02% | +70+2.4% | Added |
| NBC Securities, Inc. | 2,962 | $602.0K | 0.05% | −4−0.1% | Reduced |
| Warren Averett Asset Management, LLC | 2,946 | $599.1K | 0.01% | +56+1.9% | Added |
| Great Valley Advisor Group, Inc. | 2,943 | $598.5K | 0.02% | +782+36.2% | Added |
| Prospera Financial Services Inc | 2,935 | $598.0K | 0.02% | −2−0.1% | Reduced |
| WMS Partners, LLC | 2,940 | $597.9K | 0.04% | +75+2.6% | Added |
| Sageworth Trust Co of South Dakota | 2,930 | $595.8K | 0.88% | −77−2.6% | Reduced |
| Weik Capital Management | 2,913 | $592.3K | 0.25% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 2,911 | $591.8K | 0.13% | −296−9.2% | Reduced |
| Ameritas Investment Partners, Inc. | 2,910 | $591.7K | 0.02% | −285−8.9% | Reduced |
| Equitable Holdings, Inc. | 2,910 | $591.7K | 0.01% | +61+2.1% | Added |
| Syon Capital LLC | 2,909 | $591.5K | 0.05% | +55+1.9% | Added |
| Dorsey & Whitney Trust CO LLC | 2,900 | $589.7K | 0.04% | +12+0.4% | Added |
| Cidel Asset Management Inc | 2,894 | $588.5K | 0.05% | 00.0% | Unchanged |
| Inceptionr LLC | 2,877 | $585.0K | 0.17% | −4,657−61.8% | Reduced |
| Berger Financial Group, Inc | 2,875 | $584.7K | 0.05% | +726+33.8% | Added |
| Brevan Howard Capital Management LP | 2,874 | $584.4K | 0.04% | −4,999−63.5% | Reduced |
| Bank of New Hampshire | 2,869 | $583.4K | 0.15% | +100+3.6% | Added |
| Mendel Money Management | 2,865 | $582.6K | 0.27% | 00.0% | Unchanged |
| Aries Wealth Management | 2,862 | $582.0K | 0.18% | +4+0.1% | Added |
| Baker Tilly Wealth Management, LLC | 2,858 | $581.1K | 0.24% | −149−5.0% | Reduced |
| True Vision MN LLC | 2,856 | $580.7K | 0.38% | −46−1.6% | Reduced |
| Karpas Strategies, LLC | 2,840 | $577.5K | 0.18% | 00.0% | Unchanged |
| Verdad Advisers, LP | 2,830 | $575.5K | 0.66% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 2,817 | $572.8K | 0.01% | +261+10.2% | Added |
| Fiera Capital Corp | 2,795 | $568.3K | 0.00% | −1,821−39.4% | Reduced |
| Brave Asset Management Inc | 2,780 | $565.3K | 0.14% | +7+0.3% | Added |
| Wesbanco Bank Inc | 2,758 | $560.8K | 0.02% | +5+0.2% | Added |
| Gryphon Financial Partners LLC | 2,757 | $560.7K | 0.08% | +10.0% | Added |
| Qtron Investments LLC | 2,755 | $560.2K | 0.08% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 2,752 | $559.6K | 0.01% | −1,198−30.3% | Reduced |
| Nixon Peabody Trust Co | 2,751 | $559.4K | 0.05% | −455−14.2% | Reduced |
| Waldron Private Wealth LLC | 2,731 | $555.4K | 0.02% | +36+1.3% | Added |
| LMCG Investments, LLC | 2,730 | $555.1K | 0.03% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 2,727 | $554.5K | 0.13% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 2,723 | $553.6K | 0.06% | +481+21.5% | Added |
| Associated Banc-Corp | 2,721 | $553.3K | 0.02% | −15−0.5% | Reduced |
| Spire Wealth Management | 2,720 | $553.2K | 0.02% | −328−10.8% | Reduced |
| Concurrent Investment Advisors, LLC | 2,717 | $552.6K | 0.02% | +1,054+63.4% | Added |
| Gsa Capital Partners LLP | 2,708 | $551.0K | 0.04% | +133+5.2% | Added |
| Geneos Wealth Management Inc. | 2,688 | $546.6K | 0.02% | +126+4.9% | Added |
| Trust Asset Management LLC | 2,684 | $545.8K | 0.05% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 2,764 | $544.8K | 0.22% | −26−0.9% | Reduced |
| Rinkey Investments | 2,675 | $543.9K | 0.20% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 2,666 | $542.1K | 0.24% | +395+17.4% | Added |
| Foundation Resource Management Inc | 2,665 | $541.9K | 0.09% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 2,659 | $540.7K | 0.02% | +226+9.3% | Added |
| Assetmark, Inc | 2,654 | $539.6K | 0.00% | −84−3.1% | Reduced |
| Baldwin Brothers Inc | 2,653 | $539.5K | 0.04% | −60−2.2% | Reduced |
| Clear Harbor Asset Management, LLC | 2,628 | $534.4K | 0.05% | +7+0.3% | Added |
| Sugarloaf Wealth Management, LLC | 2,621 | $533.0K | 0.11% | 00.0% | Unchanged |
| Welch & Forbes LLC | 2,621 | $532.4K | 0.01% | −640−19.6% | Reduced |
| Sky Investment Group LLC | 2,615 | $531.7K | 0.10% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 2,610 | $530.7K | 0.06% | −475−15.4% | Reduced |
| Stiles Financial Services Inc | 2,608 | $530.6K | 0.20% | −154−5.6% | Reduced |
| SYSTM Wealth Solutions LLC | 2,607 | $530.2K | 0.12% | −5,129−66.3% | Reduced |
| Cozad Asset Management Inc | 2,606 | $529.9K | 0.05% | +216+9.0% | Added |
| Centaurus Financial, Inc. | 2,595 | $528.0K | 0.04% | −137−5.0% | Reduced |
| Franklin Street Advisors Inc | 2,579 | $524.0K | 0.04% | −14−0.5% | Reduced |
| LVW Advisors, LLC | 2,574 | $523.4K | 0.08% | −364−12.4% | Reduced |
| Orrstown Financial Services Inc | 2,564 | $521.4K | 0.28% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 2,559 | $520.3K | 0.07% | +10.0% | Added |