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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; 1,868 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.

Institutional holdersQ3 2024: 1,470 institutions
Q1 2021: 1,172 institutionsQ2 2021: 1,138 institutionsQ3 2021: 1,137 institutionsQ4 2021: 1,229 institutionsQ1 2022: 1,277 institutionsQ2 2022: 1,222 institutionsQ3 2022: 1,204 institutionsQ4 2022: 1,303 institutionsQ1 2023: 1,269 institutionsQ2 2023: 1,287 institutionsQ3 2023: 1,259 institutionsQ4 2023: 1,333 institutionsQ1 2024: 1,451 institutionsQ2 2024: 1,414 institutionsQ3 2024: 1,470 institutionsQ4 2024: 1,589 institutionsQ1 2025: 1,644 institutionsQ2 2025: 1,638 institutionsQ3 2025: 1,680 institutionsQ4 2025: 1,779 institutionsQ1 2026: 1,804 institutionsQ2 2026: 1,868 institutions
Value heldQ3 2024: $44.0B
Q1 2021: $31.5BQ2 2021: $31.0BQ3 2021: $31.1BQ4 2021: $31.3BQ1 2022: $36.0BQ2 2022: $33.1BQ3 2022: $29.7BQ4 2022: $36.0BQ1 2023: $32.3BQ2 2023: $32.5BQ3 2023: $30.5BQ4 2023: $36.0BQ1 2024: $43.6BQ2 2024: $38.8BQ3 2024: $44.0BQ4 2024: $45.6BQ1 2025: $49.8BQ2 2025: $50.7BQ3 2025: $51.9BQ4 2025: $53.8BQ1 2026: $52.1BQ2 2026: $61.0B
Institutions holding TRV and their total value by quarter
QuarterHoldersValue
Q2 20261,868$61.0B
Q1 20261,804$52.1B
Q4 20251,779$53.8B
Q3 20251,680$51.9B
Q2 20251,638$50.7B
Q1 20251,644$49.8B
Q4 20241,589$45.6B
Q3 20241,470$44.0B
Q2 20241,414$38.8B
Q1 20241,451$43.6B
Q4 20231,333$36.0B
Q3 20231,259$30.5B
Q2 20231,287$32.5B
Q1 20231,269$32.3B
Q4 20221,303$36.0B
Q3 20221,204$29.7B
Q2 20221,222$33.1B
Q1 20221,277$36.0B
Q4 20211,229$31.3B
Q3 20211,137$31.1B
Q2 20211,138$31.0B
Q1 20211,172$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
InstitutionSharesValue% of portfolioChange in sharesAction
Boston Private Wealth LLC0$00.00%−3,938−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−3,555−100.0%Sold out
OmniStar Financial Group, Inc.0$00.00%−3,468−100.0%Sold out
Mirabella Financial Services LLP0$00.00%−3,454−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−3,274−100.0%Sold out
Inceptionr LLC0$00.00%−2,877−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−2,874−100.0%Sold out
Fiera Capital Corp0$00.00%−2,795−100.0%Sold out
SYSTM Wealth Solutions LLC0$00.00%−2,607−100.0%Sold out
Hillsdale Investment Management Inc.0$00.00%−2,550−100.0%Sold out
M Holdings Securities, Inc.0$00.00%−2,333−100.0%Sold out
GTS Securities LLC0$00.00%−2,324−100.0%Sold out
Walleye Trading LLC0$00.00%−2,250−100.0%Sold out
SageView Advisory Group, LLC0$00.00%−2,205−100.0%Sold out
EHP Funds Inc.0$00.00%−2,200−100.0%Sold out
First Trust Investment Solutions L.P.0$00.00%−2,074−100.0%Sold out
Sax Wealth Advisors, LLC0$00.00%−2,016−100.0%Sold out
Vicus Capital0$00.00%−1,990−100.0%Sold out
Geller Advisors LLC0$00.00%−1,827−100.0%Sold out
Deerfield Management Company, L.P. (Series C)0$00.00%−1,794−100.0%Sold out
Legacy Financial Group LLC0$00.00%−1,679−100.0%Sold out
Proficio Capital Partners LLC0$00.00%−1,597−100.0%Sold out
Wellington Wealth Strategies, LLC.0$00.00%−1,549−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−1,528−100.0%Sold out
Keebeck Alpha, LP0$00.00%−1,500−100.0%Sold out
Pinebridge Investments, L.P.0$00.00%−1,465−100.0%Sold out
Sherbrooke Park Advisers LLC0$00.00%−1,432−100.0%Sold out
AlTi Global, Inc.0$00.00%−1,400−100.0%Sold out
Formidable Asset Management, LLC0$00.00%−1,299−100.0%Sold out
Gitterman Wealth Management, LLC0$00.00%−1,288−100.0%Sold out
Scotia Capital Inc.0$00.00%−1,270−100.0%Sold out
IVC Wealth Advisors LLC0$00.00%−1,220−100.0%Sold out
Lake Street Financial LLC0$00.00%−1,163−100.0%Sold out
Pointe Capital Management LLC0$00.00%−1,100−100.0%Sold out
Advisory Alpha, LLC0$00.00%−1,071−100.0%Sold out
Shulman DeMeo Asset Management LLC0$00.00%−1,017−100.0%Sold out
Signature Wealth Management Partners, LLC0$00.00%−1,000−100.0%Sold out
Bank Julius Baer & Co. Ltd, Zurich0$00.00%−430−100.0%Sold out
Central Bank & Trust Co0$00.00%−340−100.0%Sold out
First Foundation Advisors0$00.00%−331−100.0%Sold out
RFP Financial Group LLC0$00.00%−283−100.0%Sold out
Tyler-Stone Wealth Management0$00.00%−264−100.0%Sold out
Castleview Partners, LLC0$00.00%−189−100.0%Sold out
Opal Wealth Advisors, LLC0$00.00%−175−100.0%Sold out
SWS Partners0$00.00%−169−100.0%Sold out
VisionPoint Advisory Group, LLC0$00.00%−150−100.0%Sold out
Lynx Investment Advisory0$00.00%−113−100.0%Sold out
Unique Wealth Strategies, LLC0$00.00%−75−100.0%Sold out
NVWM, LLC0$00.00%−79−100.0%Sold out
Register Financial Advisors LLC0$00.00%−72−100.0%Sold out
Scarborough Advisors, LLC0$00.00%−66−100.0%Sold out
Abich Financial Wealth Management LLC0$00.00%−65−100.0%Sold out
Redwood Wealth Management Group, LLC0$00.00%−65−100.0%Sold out
Wetzel Investment Advisors, Inc.0$00.00%−56−100.0%Sold out
Cypress Capital, LLC0$00.00%−46−100.0%Sold out
Barrett & Company, Inc.0$00.00%−43−100.0%Sold out
Frazier Financial Advisors, LLC0$00.00%−32−100.0%Sold out
HWG Holdings LP0$00.00%−28−100.0%Sold out
Gradient Investments LLC0$00.00%−27−100.0%Sold out
Aspire Private Capital, LLC0$00.00%−27−100.0%Sold out
Triad Wealth Partners, LLC0$00.00%−24−100.0%Sold out
Goodman Advisory Group, LLC0$00.00%−14−100.0%Sold out
Vista Private Wealth Partners. LLC0$00.00%−12−100.0%Sold out
Front Row Advisors LLC0$00.00%−9−100.0%Sold out
Fairway Wealth LLC0$00.00%−9−100.0%Sold out
Camelot Portfolios, LLC0$00.00%−4−100.0%Sold out
Painted Porch Advisors LLC0$00.00%−2−100.0%Sold out
BlackRock Inc.––––Not filed
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)––––Not filed
Arvest Trust Co N A––––Not filed
Hyman Charles D––––Not filed
Wunderlich Capital Managemnt––––Not filed
Arden Trust Co––––Not filed
Benjamin F. Edwards & Company, Inc.––––Not filed
Buckingham Strategic Wealth, LLC––––Not filed
Karpas Strategies, LLC––––Not filed
Girard Partners Ltd.––––Not filed
JJJ Advisors Inc.––––Not filed
Gratus Capital LLC––––Not filed
Relative Value Partners Group, LLC––––Not filed
Spotlight Asset Group, Inc.––––Not filed
Institutional & Family Asset Management, LLC––––Not filed
Ofi Invest Asset Management––––Not filed
Private Ocean, LLC––––Not filed
ICA Group Wealth Management, LLC––––Not filed