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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.

Q3 2024 vs. Q2 2024

How the institutions holding Travelers Companies, Inc. changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of TRV: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders1,414181,470+74
Shares190.7M20.4M189.7M+19.3M (+11.3%)
Value$38.8B$4.15B$44.0B+$9.42B (+27.2%)

18 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (171)

Institutions that held Travelers Companies, Inc. at the end of Q3 2024 but not at the end of Q2 2024.

Showing the largest 100 of 171 by value.

Institutions new to TRV in Q3 2024
InstitutionSharesValue% of portfolio
BlackRock, Inc.19,320,865$4.52B0.10%
Balyasny Asset Management LLC590,073$138.1M0.36%
Point72 Asset Management, L.P.234,873$55.0M0.19%
Marex Group plc150,000$35.1M0.80%
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund78,051$18.3M0.19%
Arvest Bank Trust Division69,810$16.3M0.94%
Talbot Financial, LLC65,056$15.2M1.85%
Schonfeld Strategic Advisors LLC63,050$14.8M0.12%
Executive Wealth Management, LLC38,219$8.95M0.70%
Koshinski Asset Management, Inc.28,040$6.56M0.57%
KWMG, LLC27,956$6.55M0.66%
Patton Fund Management, Inc.25,712$6.02M1.24%
Northwest Bancshares, Inc.22,703$5.32M0.91%
B&L Asset Management LLC21,713$5.08M3.22%
SGL Investment Advisors, Inc.19,459$4.99M2.56%
Capital Fund Management S.A.21,225$4.97M0.06%
Arjuna Capital20,945$4.90M1.27%
Atria Investments LLC20,859$4.88M0.06%
Leuthold Group, LLC17,647$4.13M0.46%
Shell Asset Management Co16,704$3.91M0.17%
William B. Walkup & Associates, Inc.12,793$3.00M1.85%
B. Metzler seel. Sohn & Co. Holding AG12,523$2.93M0.03%
Granite Investment Partners, LLC11,964$2.80M0.12%
Bryn Mawr Trust Co9,286$2.17M0.04%
Point72 Asia (Singapore) Pte. Ltd.9,153$2.14M0.40%
CoreCap Advisors, LLC8,511$1.99M0.09%
Weiss Asset Management LP8,419$1.97M0.05%
Edgestream Partners, L.P.8,152$1.91M0.08%
Lighthouse Investment Partners, LLC7,526$1.76M0.10%
Benjamin Edwards Inc6,721$1.57M0.02%
Courier Capital LLC6,348$1.49M0.10%
Seven Eight Capital, LP6,046$1.42M0.13%
Bayesian Capital Management, LP5,931$1.39M0.16%
Machina Capital S.A.S.5,665$1.33M0.53%
Point72 (DIFC) Ltd5,617$1.32M0.10%
Flputnam Investment Management Co5,566$1.30M0.02%
Net Worth Advisory Group5,334$1.25M0.37%
Transamerica Financial Advisors, Inc.5,205$1.22M0.12%
Kestra Investment Management, LLC5,140$1.20M0.05%
Barden Capital Management, Inc.5,089$1.19M1.05%
Dynamic Technology Lab Private Ltd4,723$1.11M0.12%
Tudor Financial Inc.4,200$983.3K0.61%
Exchange Traded Concepts, LLC3,839$898.8K0.02%
Legacy Capital Wealth Partners, LLC3,809$891.8K0.18%
Win Advisors, Inc3,499$819.2K0.38%
Ocean Capital Management, LLC3,494$818.0K0.19%
Catalytic Wealth RIA, LLC2,999$702.1K0.12%
Cowen and Company, LLC2,741$641.7K0.02%
Eastern Bank2,688$629.3K0.01%
McElhenny Sheffield Capital Management, LLC2,310$540.8K0.18%
Lifeworks Advisors, LLC2,283$534.5K0.11%
Quad-Cities Investment Group, LLC2,152$503.9K0.25%
Pensionmark Financial Group, LLC2,141$501.2K0.02%
Rockland Trust Co2,128$498.2K0.02%
Longfellow Investment Management Co LLC2,005$469.4K0.12%
RMB Capital Management, LLC1,963$459.7K0.01%
Clarity Financial LLC1,945$455.4K0.05%
CWA Asset Management Group, LLC1,891$442.7K0.02%
Aster Capital Management (DIFC) Ltd1,843$431.5K0.09%
Sterling Capital Management LLC1,840$430.8K0.01%
Central Valley Advisors, LLC1,830$428.5K0.24%
Walleye Capital LLC1,740$407.4K0.00%
Ontario Teachers Pension Plan Board1,729$404.8K0.00%
Symphony Financial, Ltd. Co.11,831$399.1K0.07%
Univest Financial Corp1,695$396.9K0.03%
Good Life Advisors, LLC1,675$392.0K0.02%
Canandaigua National Trust Co of Florida1,646$385.4K0.33%
Florida Financial Advisors, LLC1,637$383.3K0.20%
Eubel Brady & Suttman Asset Management Inc1,615$378.0K0.05%
Pallas Capital Advisors LLC1,427$365.9K0.02%
Blake Schutter Theil Wealth Advisors, LLC1,531$358.4K0.26%
Boston Family Office LLC1,525$357.0K0.02%
Alpine Bank Wealth Management1,479$346.3K0.06%
Dark Forest Capital Management LP1,453$340.2K0.04%
Howard Capital Management Inc.1,429$334.6K0.01%
United Advisor Group, LLC1,338$313.3K0.07%
Exchange Bank1,223$286.3K0.23%
Catalyst Funds Management Pty Ltd1,200$280.9K0.06%
Canvas Wealth Advisors, LLC1,125$263.4K0.07%
Fidelis Capital Partners, LLC1,006$258.9K0.03%
Morningstar Investment Services LLC1,091$258.0K0.00%
Mystic Asset Management, Inc.1,084$253.8K0.10%
Beacon Investment Advisory Services, Inc.1,065$249.3K0.01%
Legacy Financial Advisors, Inc.1,037$242.8K0.04%
Bragg Financial Advisors, Inc1,036$242.5K0.01%
Heritage Oak Wealth Advisors LLC1,029$240.9K0.11%
Callan Capital, LLC1,014$237.4K0.02%
Breakwater Capital Group1,013$237.2K0.05%
Chicago Trust Co NA1,009$236.2K0.04%
Legacy Advisors, LLC993$232.5K0.03%
Magnus Financial Group LLC984$230.4K0.02%
Financial Advocates Investment Management975$228.2K0.01%
Aprio Wealth Management, LLC974$228.1K0.04%
CPA Asset Management LLC970$227.1K0.11%
Ti-Trust, Inc970$227.1K0.16%
Hudson Portfolio Management LLC965$225.9K0.22%
Winton Group Ltd964$225.7K0.02%
CenterStar Asset Management, LLC962$225.3K0.34%
Aaron Wealth Advisors961$225.0K0.03%
Gries Financial LLC949$222.2K0.04%

Sold out (97)

Institutions that held Travelers Companies, Inc. at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of TRV in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BI Asset Management Fondsmaeglerselskab A/S123,864$25.2M
Tudor Investment Corp Et Al83,203$16.9M
Aquatic Capital Management LLC52,800$10.7M
Cetera Investment Advisers48,921$9.95M
Sanctuary Advisors, LLC45,902$9.80M
Jupiter Asset Management Ltd37,465$7.62M
NFP Retirement, Inc.35,142$7.15M
LSV Asset Management26,980$5.49M
FORA Capital, LLC26,325$5.35M
La Banque Postale Asset Management SA25,942$5.28M
Campbell & CO Investment Adviser LLC24,713$5.03M
Summit Global Investments21,768$4.43M
Nomura Holdings Inc16,773$3.41M
Neo Ivy Capital Management16,664$3.39M
Trexquant Investment LP16,106$3.27M
Marshall Wace, LLP15,885$3.23M
Mirae Asset Securities (USA) Inc.13,262$2.70M
Horiko Capital Management LLC12,643$2.58M
XTX Topco Ltd9,520$1.94M
Simplicity Wealth,LLC9,514$1.93M
Entropy Technologies, LP9,069$1.84M
Magnetar Financial LLC8,823$1.79M
Ibex Wealth Advisors5,958$1.21M
Quantitative Investment Management, LLC4,875$991.0K
Symmetry Partners, LLC4,439$903.0K
Tradewinds, LLC.4,158$845.5K
Berkeley Capital Partners, LLC4,139$841.6K
Oak Thistle LLC4,089$831.5K
Quantbot Technologies LP3,982$809.7K
Boston Private Wealth LLC3,938$800.7K
Boothbay Fund Management, LLC3,555$722.9K
OmniStar Financial Group, Inc.3,468$705.3K
Mirabella Financial Services LLP3,454$702.3K
Bridgefront Capital, LLC3,274$665.7K
Inceptionr LLC2,877$585.0K
Brevan Howard Capital Management LP2,874$584.4K
Fiera Capital Corp2,795$568.3K
SYSTM Wealth Solutions LLC2,607$530.2K
Hillsdale Investment Management Inc.2,550$518.5K
M Holdings Securities, Inc.2,333$474.0K
GTS Securities LLC2,324$472.6K
Walleye Trading LLC2,250$457.5K
SageView Advisory Group, LLC2,205$448.4K
EHP Funds Inc.2,200$447.3K
First Trust Investment Solutions L.P.2,074$421.8K
Sax Wealth Advisors, LLC2,016$410.0K
Vicus Capital1,990$404.7K
Geller Advisors LLC1,827$371.5K
Deerfield Management Company, L.P. (Series C)1,794$364.8K
Legacy Financial Group LLC1,679$341.5K
Proficio Capital Partners LLC1,597$324.6K
Wellington Wealth Strategies, LLC.1,549$315.0K
Prelude Capital Management, LLC1,528$310.7K
Keebeck Alpha, LP1,500$305.0K
Pinebridge Investments, L.P.1,465$297.9K
Sherbrooke Park Advisers LLC1,432$291.2K
AlTi Global, Inc.1,400$284.7K
Formidable Asset Management, LLC1,299$264.1K
Gitterman Wealth Management, LLC1,288$262.2K
Scotia Capital Inc.1,270$258.2K
IVC Wealth Advisors LLC1,220$248.1K
Lake Street Financial LLC1,163$236.5K
Pointe Capital Management LLC1,100$223.7K
Advisory Alpha, LLC1,071$217.8K
Shulman DeMeo Asset Management LLC1,017$206.7K
Signature Wealth Management Partners, LLC1,000$203.3K
Bank Julius Baer & Co. Ltd, Zurich430$97.2K
Central Bank & Trust Co340$69.1K
First Foundation Advisors331$67.3K
RFP Financial Group LLC283$57.6K
Tyler-Stone Wealth Management264$53.7K
Castleview Partners, LLC189$38.4K
Opal Wealth Advisors, LLC175$35.6K
SWS Partners169$34.6K
VisionPoint Advisory Group, LLC150$30.5K
Lynx Investment Advisory113$23.0K
Unique Wealth Strategies, LLC75$17.3K
NVWM, LLC79$16.1K
Register Financial Advisors LLC72$14.6K
Scarborough Advisors, LLC66$13.4K
Abich Financial Wealth Management LLC65$13.2K
Redwood Wealth Management Group, LLC65$13.1K
Wetzel Investment Advisors, Inc.56$12.9K
Cypress Capital, LLC46$9.39K
Barrett & Company, Inc.43$8.74K
Frazier Financial Advisors, LLC32$6.51K
HWG Holdings LP28$5.77K
Gradient Investments LLC27$5.49K
Aspire Private Capital, LLC27$5.49K
Triad Wealth Partners, LLC24$4.88K
Goodman Advisory Group, LLC14$2.85K
Vista Private Wealth Partners. LLC12$2.44K
Front Row Advisors LLC9$1.83K
Fairway Wealth LLC9$1.83K
Camelot Portfolios, LLC4$813
Painted Porch Advisors LLC2$317
Guardian Wealth Management, Inc.0$26

Not filed for Q3 2024 yet (18)

Institutions that held Travelers Companies, Inc. at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding TRV in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.20,174,760$4.10B
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)79,051$16.1M
Arvest Trust Co N A71,919$14.6M
Hyman Charles D27,106$5.51M
Wunderlich Capital Managemnt13,618$2.77M
Arden Trust Co7,526$1.53M
Benjamin F. Edwards & Company, Inc.5,721$1.16M
Buckingham Strategic Wealth, LLC4,423$899.5K
Karpas Strategies, LLC2,840$577.5K
Girard Partners Ltd.1,915$389.4K
JJJ Advisors Inc.1,249$254.0K
Gratus Capital LLC1,168$237.5K
Relative Value Partners Group, LLC1,163$236.5K
Spotlight Asset Group, Inc.200$40.7K
Institutional & Family Asset Management, LLC155$31.5K
Ofi Invest Asset Management149$28.3K
Private Ocean, LLC2$407
ICA Group Wealth Management, LLC1$203