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 |
|---|---|---|---|---|---|
| Hillsdale Investment Management Inc. | 2,550 | $518.5K | 0.04% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 2,549 | $518.3K | 0.27% | +25+1.0% | Added |
| FIL Ltd | 2,538 | $516.1K | 0.00% | +1,917+308.7% | Added |
| Daymark Wealth Partners, LLC | 107,020 | $515.7K | 0.02% | +137+0.1% | Added |
| Bank of Hawaii | 2,527 | $513.8K | 0.02% | −140−5.2% | Reduced |
| HTLF Bank | 2,513 | $511.0K | 0.06% | −30−1.2% | Reduced |
| Beacon Investment Advisors LLC | 2,500 | $508.3K | 0.26% | +2+0.1% | Added |
| Transcend Wealth Collective, LLC | 2,492 | $506.7K | 0.04% | −30−1.2% | Reduced |
| Jeppson Wealth Management, LLC | 2,490 | $506.3K | 0.19% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 2,455 | $499.1K | 0.01% | +71+3.0% | Added |
| Great Diamond Partners, LLC | 2,436 | $495.3K | 0.12% | −236−8.8% | Reduced |
| First National Corp | 2,424 | $492.9K | 0.12% | +67+2.8% | Added |
| Alhambra Investment Partners LLC | 2,420 | $492.1K | 0.27% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 2,412 | $490.5K | 0.05% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 2,400 | $488.0K | 0.18% | +300+14.3% | Added |
| nVerses Capital, LLC | 2,400 | $488.0K | 0.29% | +2,400 | New |
| Robinswood Financial LLC | 2,399 | $487.8K | 0.20% | +2,399 | New |
| Interchange Capital Partners, LLC | 2,394 | $486.8K | 0.18% | +2,394 | New |
| Harbour Capital Advisors, LLC | 2,390 | $485.1K | 0.12% | 00.0% | Unchanged |
| Cigna Investments Inc | 2,387 | $485.0K | 0.09% | −22−0.9% | Reduced |
| Penserra Capital Management LLC | 2,378 | $484.0K | 0.01% | −3−0.1% | Reduced |
| Salvus Wealth Management, LLC | 2,364 | $480.7K | 0.33% | −35−1.5% | Reduced |
| Plimoth Trust Co LLC | 2,346 | $477.0K | 0.13% | −110−4.5% | Reduced |
| M Holdings Securities, Inc. | 2,333 | $474.0K | 0.06% | +2,333 | New |
| Engineers Gate Manager LP | 2,331 | $474.0K | 0.01% | −5,931−71.8% | Reduced |
| Zions Bancorporation, N.A. | 2,331 | $474.0K | 0.04% | −1,556−40.0% | Reduced |
| WFA Asset Management Corp | 2,329 | $473.6K | 0.27% | +22+1.0% | Added |
| Lake Street Advisors Group, LLC | 2,328 | $473.4K | 0.02% | +22+1.0% | Added |
| GTS Securities LLC | 2,324 | $472.6K | 0.01% | −183−7.3% | Reduced |
| TCI Wealth Advisors, Inc. | 2,321 | $472.0K | 0.04% | −4−0.2% | Reduced |
| Farther Finance Advisors, LLC | 2,321 | $471.1K | 0.02% | +1,388+148.8% | Added |
| Heritage Wealth Management, Inc. | 2,330 | $470.4K | 0.16% | +2,330 | New |
| Principal Securities, Inc. | 2,308 | $469.3K | 0.01% | +536+30.2% | Added |
| Moody Lynn & Lieberson, LLC | 2,297 | $467.1K | 0.03% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 2,296 | $467.0K | 0.03% | 00.0% | Unchanged |
| City State Bank | 2,286 | $464.8K | 0.19% | −10−0.4% | Reduced |
| Walleye Trading LLC | 2,250 | $457.5K | 0.01% | −3,778−62.7% | Reduced |
| Schechter Investment Advisors, LLC | 2,226 | $452.6K | 0.03% | −204−8.4% | Reduced |
| Howland Capital Management LLC | 2,223 | $452.0K | 0.02% | −18−0.8% | Reduced |
| Mather Group, LLC. | 1,964 | $452.0K | 0.01% | +148+8.1% | Added |
| Green Square Capital Advisors LLC | 2,217 | $450.8K | 0.06% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 2,216 | $450.7K | 0.04% | −169−7.1% | Reduced |
| SRS Capital Advisors, Inc. | 2,213 | $449.9K | 0.04% | +58+2.7% | Added |
| Williams Jones Wealth Management, LLC. | 2,207 | $448.8K | 0.01% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 2,205 | $448.4K | 0.02% | +2,205 | New |
| South State Corp. | 2,202 | $447.8K | 0.03% | −37−1.7% | Reduced |
| EHP Funds Inc. | 2,200 | $447.3K | 0.22% | +1,000+83.3% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,199 | $447.1K | 0.07% | −59−2.6% | Reduced |
| Wedmont Private Capital | 2,106 | $445.7K | 0.03% | −20−0.9% | Reduced |
| Empower Advisory Group, LLC | 2,188 | $444.9K | 0.00% | +73+3.5% | Added |
| Wintrust Investments LLC | 2,173 | $442.0K | 0.04% | +216+11.0% | Added |
| Avantax Planning Partners, Inc. | 2,166 | $440.3K | 0.01% | −158−6.8% | Reduced |
| Appleton Partners Inc | 2,164 | $440.0K | 0.03% | −100−4.4% | Reduced |
| Seamount Financial Group Inc | 2,154 | $438.0K | 0.36% | 00.0% | Unchanged |
| Opus Capital Group, LLC | 2,149 | $437.0K | 0.06% | −60−2.7% | Reduced |
| Chesapeake Asset Management LLC | 2,136 | $434.3K | 0.42% | −10.0% | Reduced |
| First Affirmative Financial Network | 2,124 | $431.9K | 0.30% | +86+4.2% | Added |
| Keystone Financial Group | 2,117 | $430.5K | 0.15% | −135−6.0% | Reduced |
| SeaCrest Wealth Management, LLC | 2,083 | $423.7K | 0.05% | +15+0.7% | Added |
| Evergreen Capital Management LLC | 2,080 | $423.0K | 0.02% | +147+7.6% | Added |
| First Trust Investment Solutions L.P. | 2,074 | $421.8K | 0.06% | +165+8.6% | Added |
| Ridgecrest Wealth Partners, LLC | 2,065 | $419.9K | 0.25% | −10.0% | Reduced |
| Tradewinds Capital Management, LLC | 2,057 | $418.3K | 0.12% | +30+1.5% | Added |
| Diligent Investors, LLC | 2,056 | $418.1K | 0.10% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 2,053 | $417.5K | 0.00% | +25+1.2% | Added |
| Integrated Advisors Network LLC | 2,044 | $415.5K | 0.02% | −18,022−89.8% | Reduced |
| Fortis Group Advisors, LLC | 2,043 | $415.5K | 0.08% | +19+0.9% | Added |
| Oberweis Asset Management Inc | 2,040 | $414.8K | 0.03% | +4+0.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 2,032 | $413.1K | 0.02% | +2,032 | New |
| Ledyard National Bank | 2,028 | $412.4K | 0.04% | +4+0.2% | Added |
| Sax Wealth Advisors, LLC | 2,016 | $410.0K | 0.04% | +2,016 | New |
| Mark Sheptoff Financial Planning, LLC | 2,015 | $409.7K | 0.23% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,013 | $409.4K | 0.04% | −296−12.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 2,009 | $408.5K | 0.04% | −21−1.0% | Reduced |
| Flagship Harbor Advisors, LLC | 2,009 | $408.4K | 0.02% | +244+13.8% | Added |
| AE Wealth Management LLC | 1,994 | $405.5K | 0.00% | +674+51.1% | Added |
| Vicus Capital | 1,990 | $404.7K | 0.04% | +24+1.2% | Added |
| Invesco, LLC | 1,988 | $404.2K | 0.17% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 1,972 | $401.0K | 0.06% | +648+48.9% | Added |
| Athena Investment Management | 1,963 | $399.2K | 0.24% | −3−0.2% | Reduced |
| Defined Wealth Management, LLC | 1,963 | $399.2K | 0.28% | −2−0.1% | Reduced |
| Johnson Financial Group, Inc. | 1,960 | $398.5K | 0.02% | +1,270+184.1% | Added |
| Whalerock Point Partners, LLC | 1,952 | $396.9K | 0.11% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 1,947 | $395.9K | 0.03% | +42+2.2% | Added |
| Marco Investment Management LLC | 1,947 | $395.9K | 0.04% | +11+0.6% | Added |
| Northeast Investment Management | 1,942 | $394.9K | 0.02% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 1,940 | $394.5K | 0.04% | −429−18.1% | Reduced |
| MONECO Advisors, LLC | 1,930 | $392.4K | 0.06% | −44−2.2% | Reduced |
| Valley Brook Capital Group | 1,927 | $391.8K | 0.31% | 00.0% | Unchanged |
| First American Trust, FSB | 1,925 | $391.5K | 0.04% | +25+1.3% | Added |
| Girard Partners Ltd. | 1,915 | $389.4K | 0.04% | 00.0% | Unchanged |
| Spinnaker Trust | 1,905 | $387.4K | 0.02% | −14−0.7% | Reduced |
| Simmons Bank | 1,903 | $387.0K | 0.03% | +436+29.7% | Added |
| Stegent Equity Advisors, Inc. | 1,893 | $384.9K | 0.40% | −122−6.1% | Reduced |
| Vise Technologies, Inc. | 1,889 | $384.1K | 0.07% | +68+3.7% | Added |
| Dana Investment Advisors, Inc. | 1,884 | $383.1K | 0.01% | −50−2.6% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 1,878 | $381.9K | 0.01% | −50−2.6% | Reduced |
| MQS Management LLC | 1,872 | $380.7K | 0.23% | +1,872 | New |
| Stockman Wealth Management, Inc. | 1,869 | $380.0K | 0.07% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 1,635 | $376.2K | 0.06% | 00.0% | Unchanged |