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
- 1,471
- +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.
| 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 |
|---|---|---|---|---|---|
| Northwest Financial Advisors | 110 | $25.8K | 0.02% | +110 | New |
| Clear Investment Research, LLC | 111 | $26.0K | 0.03% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 112 | $26.2K | 0.03% | +112 | New |
| Cassady Schiller Wealth Management, LLC | 114 | $26.7K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 115 | $26.9K | 0.01% | −3−2.5% | Reduced |
| GW&K Investment Management, LLC | 115 | $27.0K | 0.00% | +11+10.6% | Added |
| Cedar Mountain Advisors, LLC | 116 | $27.2K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 119 | $27.9K | 0.01% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 127 | $29.7K | 0.00% | +6+5.0% | Added |
| West Branch Capital LLC | 129 | $30.2K | 0.01% | +4+3.2% | Added |
| Beacon Capital Management, LLC | 133 | $31.2K | 0.00% | −1−0.7% | Reduced |
| Fortitude Family Office, LLC | 136 | $31.8K | 0.01% | +24+21.4% | Added |
| Laurel Wealth Advisors LLC | 138 | $32.3K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 139 | $32.5K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 142 | $33.2K | 0.02% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 143 | $33.5K | 0.01% | 00.0% | Unchanged |
| Trust Co | 144 | $33.7K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 149 | $34.9K | 0.01% | −100−40.2% | Reduced |
| Duncker Streett & Co Inc | 149 | $34.9K | 0.01% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 150 | $35.1K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 150 | $35.1K | 0.01% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 150 | $35.1K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 151 | $35.4K | 0.02% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 152 | $35.6K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 152 | $35.6K | 0.01% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 156 | $36.5K | 0.01% | +156 | New |
| North Star Investment Management Corp. | 157 | $36.7K | 0.00% | +4+2.6% | Added |
| First Command Advisory Services, Inc. | 158 | $37.0K | 0.00% | 00.0% | Unchanged |
| American National Bank | 160 | $37.5K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 160 | $37.5K | 0.03% | +45+39.1% | Added |
| Creative Financial Designs Inc | 169 | $39.5K | 0.00% | +1+0.6% | Added |
| Tributary Capital Management, LLC | 169 | $39.6K | 0.00% | −10−5.6% | Reduced |
| SJS Investment Consulting Inc. | 170 | $39.8K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 170 | $40.0K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 174 | $40.7K | 0.02% | +174 | New |
| Country Trust Bank | 175 | $41.0K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 185 | $42.6K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 195 | $45.7K | 0.02% | −85−30.4% | Reduced |
| Knights of Columbus Asset Advisors LLC | 200 | $46.8K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 200 | $46.8K | 0.01% | 00.0% | Unchanged |
| Vestor Capital, LLC | 200 | $47.0K | 0.00% | −82−29.1% | Reduced |
| Princeton Global Asset Management LLC | 202 | $47.3K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 204 | $47.9K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 205 | $48.0K | 0.02% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 205 | $48.0K | 0.02% | +1+0.5% | Added |
| Colonial Trust Advisors | 209 | $48.9K | 0.00% | +1+0.5% | Added |
| Catalyst Capital Advisors LLC | 212 | $49.6K | 0.00% | +212 | New |
| PEAK6 Investments LLC | 214 | $50.1K | 0.00% | −696−76.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 221 | $51.7K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 226 | $52.9K | 0.00% | +226 | New |
| Sit Investment Associates Inc | 226 | $53.0K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 227 | $53.1K | 0.01% | −1,000−81.5% | Reduced |
| Motco | 231 | $54.1K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 237 | $55.5K | 0.05% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 238 | $55.7K | 0.00% | 00.0% | Unchanged |
| Wintrust Investments LLC | 248 | $58.0K | 0.04% | −1,925−88.6% | Reduced |
| Battery Global Advisors, LLC | 250 | $58.5K | 0.03% | +250 | New |
| Monetary Management Group Inc | 251 | $58.8K | 0.02% | +1+0.4% | Added |
| Financial Network Wealth Advisors LLC | 253 | $59.2K | 0.05% | −1−0.4% | Reduced |
| Main Street Group, LTD | 254 | $59.5K | 0.02% | −65−20.4% | Reduced |
| Salomon & Ludwin, LLC | 276 | $64.6K | 0.01% | +50+22.1% | Added |
| Hartford Financial Management Inc. | 278 | $65.1K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 279 | $65.3K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 283 | $66.3K | 0.03% | −143−33.6% | Reduced |
| Coastline Trust Co | 285 | $66.7K | 0.01% | +285 | New |
| Independence Bank of Kentucky | 288 | $67.4K | 0.01% | +41+16.6% | Added |
| Financial Perspectives, Inc | 290 | $67.9K | 0.02% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 292 | $68.4K | 0.02% | +292 | New |
| Bangor Savings Bank | 300 | $70.3K | 0.01% | +108+56.3% | Added |
| Bell Investment Advisors, Inc | 306 | $71.7K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 308 | $72.0K | 0.01% | +3+1.0% | Added |
| Northwest Bank & Trust Co | 308 | $72.1K | 0.05% | 00.0% | Unchanged |
| Kennebec Savings Bank | 308 | $72.1K | 0.07% | +308 | New |
| Strategic Investment Solutions, Inc. | 309 | $72.3K | 0.02% | +1+0.3% | Added |
| Peoples Financial Services Corp. | 309 | $72.3K | 0.03% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 311 | $72.8K | 0.00% | +2+0.6% | Added |
| Covestor Ltd | 311 | $73.0K | 0.05% | +1+0.3% | Added |
| Oliver Lagore Vanvalin Investment Group | 321 | $75.2K | 0.02% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 322 | $75.4K | 0.03% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 323 | $75.6K | 0.02% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 325 | $76.1K | 0.04% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 331 | $77.5K | 0.05% | +21+6.8% | Added |
| Crewe Advisors LLC | 338 | $79.1K | 0.01% | −16−4.5% | Reduced |
| Washington Trust Advisors, Inc. | 343 | $80.3K | 0.01% | +1+0.3% | Added |
| Rogco, LP | 343 | $80.3K | 0.03% | 00.0% | Unchanged |
| First Financial Corp | 351 | $82.2K | 0.04% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 359 | $84.0K | 0.02% | +359 | New |
| Continuum Advisory, LLC | 330 | $84.7K | 0.01% | +303+1,122.2% | Added |
| First United Bank Trust | 364 | $85.2K | 0.03% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 364 | $85.2K | 0.02% | 00.0% | Unchanged |
| Hemington Wealth Management | 354 | $87.0K | 0.02% | +354 | New |
| Trifecta Capital Advisors, LLC | 372 | $87.1K | 0.02% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 379 | $88.7K | 0.02% | +379 | New |
| ORG Partners LLC | 383 | $89.7K | 0.01% | −643−62.7% | Reduced |
| Harbor Investment Advisory, LLC | 398 | $93.2K | 0.01% | −2−0.5% | Reduced |
| Grove Bank & Trust | 409 | $95.8K | 0.01% | −1,036−71.7% | Reduced |
| CVA Family Office, LLC | 413 | $96.7K | 0.02% | +4+1.0% | Added |
| Tobam | 415 | $97.0K | 0.02% | +415 | New |
| Old Point Trust & Financial Services N A | 420 | $98.3K | 0.04% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 432 | $101.1K | 0.03% | +6+1.4% | Added |