Travelers Companies, Inc.

TRV

Exchange: NYSE
Industry: Fire, Marine & Casualty Insurance
SEC CIK: 0000086312

SEC filings (opens in a new tab)

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, Q3 2024

Institutional positions in Travelers Companies, Inc. as of Sep 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: 1,471; +74 vs. Q2 2024
Shares held: 189.7M; +19.3M (+11.3%) vs. Q2 2024
Total value: $44.0B; +$9.42B (+27.2%) vs. Q2 2024
New holders: 171; 467 more added
Sold out: 97; 517 more reduced

18 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2024: 1,471 institutions

Value heldQ3 2024: $44.0B

Institutions holding TRV and their total value by quarter
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, Q3 2024

Shares, value and share of portfolio for each institution holding Travelers Companies, Inc.; share changes are against Q2 2024.

Institutions holding TRV in Q3 2024
Institution	Shares	Value	% of portfolio	Change in shares	Action
Coston, McIsaac & Partners	2	$0	0.00%	00.0%	Unchanged
Dogwood Wealth Management LLC	0	$7	0.00%	0	Unchanged
First Personal Financial Services	1	$235	0.00%	+1	New
Mendota Financial Group, LLC	1	$235	0.00%	+1	New
Hoey Investments, Inc	2	$407	0.00%	00.0%	Unchanged
WestEnd Advisors, LLC	2	$468	0.00%	+1+100.0%	Added
Creekmur Asset Management LLC	3	$702	0.00%	00.0%	Unchanged
Claris Advisors, LLC	3	$702	0.00%	+3	New
Coppell Advisory Solutions LLC	3	$708	0.00%	00.0%	Unchanged
Tanaka Capital Management Inc	6	$1.00K	0.00%	00.0%	Unchanged
PayPay Securities Corp	5	$1.17K	0.10%	−18−78.3%	Reduced
Horizon Financial Services, LLC	5	$1.17K	0.00%	00.0%	Unchanged
Sittner & Nelson, LLC	6	$1.41K	0.00%	00.0%	Unchanged
Rakuten Securities, Inc.	6	$1.41K	0.00%	+5+500.0%	Added
Breakwater Investment Management	7	$1.64K	0.00%	00.0%	Unchanged
TD Capital Management LLC	7	$1.74K	0.00%	00.0%	Unchanged
Thompson Investment Management, Inc.	8	$1.87K	0.00%	00.0%	Unchanged
Aspect Partners, LLC	9	$2.11K	0.00%	+3+50.0%	Added
PSI Advisors, LLC	10	$2.34K	0.00%	00.0%	Unchanged
IAG Wealth Partners, LLC	10	$2.34K	0.00%	+10	New
PFS Partners, LLC	10	$2.34K	0.00%	00.0%	Unchanged
Clear Point Advisors Inc.	11	$2.55K	0.00%	00.0%	Unchanged
Carolinas Wealth Consulting LLC	12	$2.81K	0.00%	00.0%	Unchanged
Proffitt & Goodson Inc	12	$2.81K	0.00%	+12	New
TFC Financial Management	13	$3.04K	0.00%	−4−23.5%	Reduced
Voisard Asset Management Group, Inc.	13	$3.04K	0.00%	+3+30.0%	Added
Cornerstone Planning Group LLC	13	$3.23K	0.00%	+2+18.2%	Added
Chilton Capital Management LLC	14	$3.28K	0.00%	+14	New
Mattson Financial Services, LLC	17	$3.46K	0.00%	00.0%	Unchanged
Redmont Wealth Advisors LLC	15	$3.51K	0.01%	00.0%	Unchanged
MidAtlantic Capital Management, Inc.	15	$3.51K	0.00%	00.0%	Unchanged
Hazlett, Burt & Watson, Inc.	18	$4.00K	0.00%	00.0%	Unchanged
McClarren Financial Advisors, Inc.	17	$4.00K	0.00%	−389−95.8%	Reduced
Anfield Capital Management, LLC	19	$4.45K	0.00%	00.0%	Unchanged
Avion Wealth	24	$5.00K	0.00%	−2−7.7%	Reduced
Reston Wealth Management LLC	24	$5.62K	0.00%	+24	New
Talon Private Wealth, LLC	25	$5.85K	0.00%	+25	New
Strengthening Families & Communities, LLC	27	$6.29K	0.00%	−17−38.6%	Reduced
Archer Investment Corp	27	$6.32K	0.00%	00.0%	Unchanged
Accordant Advisory Group Inc	28	$6.55K	0.01%	00.0%	Unchanged
Dunhill Financial, LLC	29	$6.79K	0.00%	−35−54.7%	Reduced
JDM Financial Group LLC	30	$7.02K	0.00%	00.0%	Unchanged
Richard W. Paul & Associates, LLC	31	$7.26K	0.00%	00.0%	Unchanged
Carmichael Hill & Associates, Inc.	33	$7.73K	0.00%	00.0%	Unchanged
Northwest Capital Management Inc	34	$7.96K	0.00%	00.0%	Unchanged
Davis Capital Management	34	$7.96K	0.01%	00.0%	Unchanged
Capital Analysts, LLC	35	$8.00K	0.00%	00.0%	Unchanged
Your Advocates Ltd., LLP	35	$8.19K	0.00%	00.0%	Unchanged
Twin Tree Management, LP	36	$8.43K	0.00%	+30+500.0%	Added
Highline Wealth Partners LLC	36	$8.43K	0.00%	−1−2.7%	Reduced
Versant Capital Management, Inc	37	$8.66K	0.00%	+5+15.6%	Added
Quarry LP	38	$8.90K	0.00%	−831−95.6%	Reduced
DiNuzzo Private Wealth, Inc.	39	$9.13K	0.00%	+1+2.6%	Added
Albion Financial Group	40	$9.37K	0.00%	00.0%	Unchanged
Legend Financial Advisors, Inc.	41	$9.60K	0.01%	−4−8.9%	Reduced
Householder Group Estate & Retirement Specialist, LLC	45	$10.0K	0.00%	00.0%	Unchanged
Armstrong Advisory Group, Inc	44	$10.3K	0.00%	00.0%	Unchanged
Center for Financial Planning, Inc.	45	$10.5K	0.00%	00.0%	Unchanged
Cranbrook Wealth Management, LLC	46	$10.8K	0.00%	00.0%	Unchanged
Raleigh Capital Management Inc.	48	$11.2K	0.00%	+14+41.2%	Added
Planning Capital Management Corp	49	$11.5K	0.01%	−49−50.0%	Reduced
DHJJ Financial Advisors, Ltd.	50	$11.7K	0.00%	00.0%	Unchanged
Missouri Trust & Investment Co	50	$11.7K	0.00%	00.0%	Unchanged
Rosenberg Matthew Hamilton	50	$11.7K	0.00%	00.0%	Unchanged
Bogart Wealth, LLC	51	$11.9K	0.00%	00.0%	Unchanged
Raffa Wealth Management, LLC	55	$12.9K	0.00%	−518−90.4%	Reduced
CarsonAllaria Wealth Management, Ltd.	56	$13.2K	0.01%	00.0%	Unchanged
Hollencrest Capital Management	57	$13.3K	0.00%	+57	New
Copley Financial Group, Inc.	57	$13.3K	0.01%	+57	New
Ogorek Anthony Joseph	60	$14.0K	0.00%	00.0%	Unchanged
West Oak Capital, LLC	60	$14.0K	0.00%	+60	New
Sachetta, LLC	64	$15.0K	0.01%	00.0%	Unchanged
WealthCollab, LLC	65	$15.2K	0.01%	00.0%	Unchanged
McMahon Financial Advisors, LLC	65	$15.2K	0.00%	+65	New
Mascoma Wealth Management LLC	67	$15.7K	0.00%	00.0%	Unchanged
Cetera Trust Company, N.A	68	$15.9K	0.01%	00.0%	Unchanged
Insight Financial Services	69	$16.2K	0.01%	00.0%	Unchanged
SOA Wealth Advisors, LLC.	72	$16.9K	0.00%	00.0%	Unchanged
Financial Management Professionals, Inc.	73	$17.0K	0.00%	+10+15.9%	Added
TruNorth Capital Management, LLC	76	$17.8K	0.01%	+16+26.7%	Added
Centerpoint Advisors, LLC	76	$18.0K	0.01%	+23+43.4%	Added
Meeder Asset Management Inc	77	$18.0K	0.00%	+8+11.6%	Added
Hobbs Group Advisors, LLC	79	$18.5K	0.01%	00.0%	Unchanged
Sound Income Strategies, LLC	80	$18.6K	0.00%	−429−84.3%	Reduced
ZynergyRetirementPlanningLLC	82	$19.2K	0.01%	−50−37.9%	Reduced
Toth Financial Advisory Corp	85	$19.9K	0.00%	00.0%	Unchanged
Riverview Trust Co	87	$20.4K	0.02%	+5+6.1%	Added
Semmax Financial Advisors Inc.	81	$20.9K	0.01%	00.0%	Unchanged
FSA Wealth Management LLC	90	$21.0K	0.01%	+90	New
Godsey & Gibb Associates	90	$21.1K	0.00%	−45−33.3%	Reduced
Red Tortoise LLC	91	$21.2K	0.01%	+1+1.1%	Added
Operose Advisors LLC	95	$22.2K	0.01%	00.0%	Unchanged
Pineridge Advisors LLC	100	$23.4K	0.01%	00.0%	Unchanged
Transcendent Capital Group LLC	100	$23.4K	0.01%	00.0%	Unchanged
Birchbrook, Inc.	100	$23.4K	0.01%	00.0%	Unchanged
Rise Advisors, LLC	101	$23.7K	0.01%	00.0%	Unchanged
Abound Wealth Management	103	$24.1K	0.01%	00.0%	Unchanged
Luken Investment Analytics, LLC	106	$24.8K	0.01%	00.0%	Unchanged
Foster Dykema Cabot & Partners, LLC	110	$25.8K	0.00%	+44+66.7%	Added
New England Capital Financial Advisors LLC	110	$25.8K	0.01%	00.0%	Unchanged