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, 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
- 1,470
- +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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| EP Wealth Advisors, LLC | 6,129 | $1.43M | 0.01% | +3,312+117.6% | Added |
| Ci Investments Inc. | 6,128 | $1.44M | 0.01% | +648+11.8% | Added |
| Vaughan David Investments LLC | 6,215 | $1.46M | 0.03% | −400−6.0% | Reduced |
| GAMMA Investing LLC | 6,258 | $1.47M | 0.15% | +1,332+27.0% | Added |
| Clearstead Advisors, LLC | 6,279 | $1.47M | 0.02% | +68+1.1% | Added |
| HighPoint Advisor Group LLC | 6,044 | $1.48M | 0.09% | −34−0.6% | Reduced |
| Courier Capital LLC | 6,348 | $1.49M | 0.10% | +6,348 | New |
| DAGCO, Inc. | 6,394 | $1.50M | 0.61% | −73−1.1% | Reduced |
| Claro Advisors LLC | 6,440 | $1.51M | 0.20% | +1,035+19.1% | Added |
| Avalon Trust Co | 6,450 | $1.51M | 0.11% | −100−1.5% | Reduced |
| Paloma Partners Management Co | 6,460 | $1.51M | 0.08% | +4,858+303.2% | Added |
| SpiderRock Advisors, LLC | 6,475 | $1.52M | 0.03% | −1,653−20.3% | Reduced |
| BSW Wealth Partners | 6,522 | $1.53M | 0.23% | +201+3.2% | Added |
| Integrated Wealth Concepts LLC | 6,544 | $1.53M | 0.02% | +52+0.8% | Added |
| Resources Management Corp | 6,546 | $1.53M | 0.21% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 6,590 | $1.54M | 0.04% | −539−7.6% | Reduced |
| Lowe Brockenbrough & Co Inc | 6,609 | $1.55M | 0.10% | +1,035+18.6% | Added |
| Snowden Capital Advisors LLC | 6,640 | $1.55M | 0.05% | +295+4.6% | Added |
| Tevis Investment Management | 6,695 | $1.57M | 1.16% | −35−0.5% | Reduced |
| Signaturefd, LLC | 6,707 | $1.57M | 0.03% | +11+0.2% | Added |
| Northern Financial Advisors Inc | 6,713 | $1.57M | 1.19% | +111+1.7% | Added |
| Benjamin Edwards Inc | 6,721 | $1.57M | 0.02% | +6,721 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 6,748 | $1.58M | 0.11% | −638−8.6% | Reduced |
| Park Avenue Securities LLC | 6,798 | $1.59M | 0.02% | −417−5.8% | Reduced |
| Parallel Advisors, LLC | 6,839 | $1.60M | 0.04% | +296+4.5% | Added |
| Ashton Thomas Private Wealth, LLC | 6,843 | $1.60M | 0.09% | −253−3.6% | Reduced |
| Eagle Capital Management LLC | 6,900 | $1.62M | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 6,364 | $1.63M | 0.16% | +2,141+50.7% | Added |
| Concord Wealth Partners | 6,983 | $1.63M | 0.27% | +577+9.0% | Added |
| Moody National Bank Trust Division | 7,000 | $1.64M | 0.18% | +676+10.7% | Added |
| Gifford Fong Associates | 7,000 | $1.64M | 0.41% | 00.0% | Unchanged |
| South Dakota Investment Council | 7,030 | $1.65M | 0.03% | 00.0% | Unchanged |
| Bokf, NA | 7,098 | $1.66M | 0.03% | −250−3.4% | Reduced |
| Ballast, Inc. | 7,103 | $1.66M | 0.47% | +9+0.1% | Added |
| Essex Financial Services, Inc. | 6,450 | $1.67M | 0.12% | −370−5.4% | Reduced |
| Venture Visionary Partners LLC | 7,196 | $1.68M | 0.07% | −130−1.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,224 | $1.69M | 0.04% | −65−0.9% | Reduced |
| Cornercap Investment Counsel Inc | 7,246 | $1.70M | 0.50% | −2,277−23.9% | Reduced |
| Smith, Salley & Associates | 7,254 | $1.70M | 0.11% | +95+1.3% | Added |
| Belpointe Asset Management LLC | 7,283 | $1.71M | 0.10% | +223+3.2% | Added |
| Concord Asset Management, LLC | 7,306 | $1.71M | 0.39% | +875+13.6% | Added |
| David Loasby | 7,344 | $1.71M | 0.16% | −76−1.0% | Reduced |
| Beacon Financial Group | 7,361 | $1.72M | 0.19% | −425−5.5% | Reduced |
| Toroso Investments, LLC | 7,430 | $1.74M | 0.02% | +2,225+42.7% | Added |
| Benin Management CORP | 7,513 | $1.76M | 0.49% | 00.0% | Unchanged |
| Lighthouse Investment Partners, LLC | 7,526 | $1.76M | 0.10% | +7,526 | New |
| Academy Capital Management Inc | 7,552 | $1.77M | 0.31% | 00.0% | Unchanged |
| Lido Advisors, LLC | 924,651 | $1.78M | 0.01% | +919,484+17,795.3% | Added |
| Paradigm Asset Management Co LLC | 7,700 | $1.80M | 0.47% | 00.0% | Unchanged |
| Choate Investment Advisors | 7,713 | $1.81M | 0.05% | −94−1.2% | Reduced |
| iA Global Asset Management Inc. | 7,746 | $1.81M | 0.03% | +514+7.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 7,753 | $1.82M | 0.04% | +5,721+281.5% | Added |
| Hilltop Holdings Inc. | 7,820 | $1.83M | 0.12% | +1,842+30.8% | Added |
| Moors & Cabot, Inc. | 7,833 | $1.83M | 0.09% | +133+1.7% | Added |
| Community Bank, N.A. | 7,840 | $1.84M | 0.23% | 00.0% | Unchanged |
| Profund Advisors LLC | 7,883 | $1.85M | 0.07% | +432+5.8% | Added |
| FRG Family Wealth Advisors LLC | 7,900 | $1.85M | 0.33% | 00.0% | Unchanged |
| Ossiam | 7,990 | $1.87M | 0.04% | −480−5.7% | Reduced |
| Naples Global Advisors, LLC | 7,997 | $1.87M | 0.17% | −25−0.3% | Reduced |
| Capital Wealth Planning, LLC | 8,000 | $1.87M | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 8,001 | $1.87M | 0.04% | +10+0.1% | Added |
| Jacobi Capital Management LLC | 8,022 | $1.88M | 0.14% | +540+7.2% | Added |
| Empirical Finance, LLC | 8,067 | $1.89M | 0.11% | +163+2.1% | Added |
| Dakota Wealth Management | 8,140 | $1.91M | 0.04% | −196−2.4% | Reduced |
| WBH Advisory Inc | 8,145 | $1.91M | 0.18% | −511−5.9% | Reduced |
| Edgestream Partners, L.P. | 8,152 | $1.91M | 0.08% | +8,152 | New |
| Resources Investment Advisors, LLC. | 8,156 | $1.91M | 0.02% | −238−2.8% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 8,208 | $1.92M | 0.40% | 00.0% | Unchanged |
| Accredited Investors Inc. | 8,224 | $1.93M | 0.11% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 8,247 | $1.93M | 0.08% | +147+1.8% | Added |
| Argent Advisors, Inc. | 9,555 | $1.95M | 0.73% | +1,752+22.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,376 | $1.96M | 0.06% | −1,626−16.3% | Reduced |
| Jump Financial, LLC | 8,381 | $1.96M | 0.04% | −2,263−21.3% | Reduced |
| Weiss Asset Management LP | 8,419 | $1.97M | 0.05% | +8,419 | New |
| BancorpSouth Bank | 8,474 | $1.98M | 0.14% | +114+1.4% | Added |
| CoreCap Advisors, LLC | 8,511 | $1.99M | 0.09% | +8,511 | New |
| Bank & Trust Co | 8,513 | $1.99M | 1.62% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 8,536 | $2.00M | 0.16% | −179−2.1% | Reduced |
| First National Advisers, LLC | 8,672 | $2.03M | 0.32% | +487+5.9% | Added |
| Cary Street Partner Investment Advisory LLC | 8,675 | $2.03M | 0.07% | −399−4.4% | Reduced |
| NEOS Investment Management LLC | 8,680 | $2.03M | 0.06% | +1,624+23.0% | Added |
| Tectonic Advisors LLC | 8,705 | $2.04M | 0.13% | −226−2.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 8,781 | $2.06M | 0.08% | +1,244+16.5% | Added |
| Atlantic Edge Private Wealth Management, LLC | 8,898 | $2.08M | 0.63% | +275+3.2% | Added |
| Harfst & Associates, Inc. | 8,918 | $2.09M | 0.47% | +1,910+27.3% | Added |
| Stonegate Investment Group, LLC | 9,032 | $2.11M | 0.06% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 9,153 | $2.14M | 0.40% | +9,153 | New |
| Atlantic Union Bankshares Corp | 9,163 | $2.15M | 0.12% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 9,200 | $2.15M | 0.09% | +2,900+46.0% | Added |
| Pinnacle Holdings, LLC | 9,211 | $2.16M | 0.84% | −56−0.6% | Reduced |
| Founders Financial Securities LLC | 9,269 | $2.17M | 0.20% | −70−0.7% | Reduced |
| Oppenheimer & Co Inc | 9,272 | $2.17M | 0.03% | +10.0% | Added |
| Bryn Mawr Trust Co | 9,286 | $2.17M | 0.04% | +9,286 | New |
| Arrow Financial Corp | 9,327 | $2.18M | 0.20% | +344+3.8% | Added |
| Wetherby Asset Management Inc | 9,327 | $2.18M | 0.10% | −212−2.2% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 9,343 | $2.19M | 1.32% | +603+6.9% | Added |
| Bleakley Financial Group, LLC | 9,388 | $2.20M | 0.07% | −127−1.3% | Reduced |
| International Assets Investment Management, LLC | 520,291 | $2.22M | 0.01% | +518,075+23,378.8% | Added |
| Weaver Capital Management LLC | 9,540 | $2.23M | 0.67% | −1,650−14.7% | Reduced |
| Parsons Capital Management Inc | 9,586 | $2.24M | 0.14% | 00.0% | Unchanged |