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 |
|---|---|---|---|---|---|
| Atlas Capital Advisors LLC | 460 | $107.7K | 0.02% | +47+11.4% | Added |
| S.A. Mason LLC | 465 | $108.9K | 0.06% | +465 | New |
| TCTC Holdings, LLC | 469 | $109.8K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 471 | $110.3K | 0.02% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 500 | $117.1K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 500 | $117.1K | 0.05% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 507 | $118.7K | 0.04% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 509 | $119.1K | 0.04% | +509 | New |
| Rocky Mountain Advisers, LLC | 515 | $120.6K | 0.04% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 527 | $123.0K | 0.01% | +492+1,405.7% | Added |
| CGC Financial Services, LLC | 536 | $125.5K | 0.05% | 00.0% | Unchanged |
| Financial Freedom, LLC | 542 | $127.0K | 0.07% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 561 | $131.3K | 0.00% | +149+36.2% | Added |
| Massmutual Trust Co FSB | 562 | $131.6K | 0.00% | −94−14.3% | Reduced |
| Deseret Mutual Benefit Administrators | 574 | $134.4K | 0.07% | −25−4.2% | Reduced |
| Bray Capital Advisors | 596 | $139.5K | 0.03% | 00.0% | Unchanged |
| Estabrook Capital Management | 610 | $142.8K | 0.02% | −3−0.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 613 | $143.6K | 0.02% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 617 | $144.4K | 0.05% | +2+0.3% | Added |
| Dougherty Wealth Advisers LLC | 628 | $147.0K | 0.12% | 00.0% | Unchanged |
| Adirondack Trust Co | 630 | $147.5K | 0.06% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 631 | $147.7K | 0.09% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 653 | $152.9K | 0.12% | +1+0.2% | Added |
| Ashton Thomas Securities, LLC | 668 | $156.4K | 0.03% | +668 | New |
| EverSource Wealth Advisors, LLC | 670 | $156.8K | 0.01% | +11+1.7% | Added |
| Clean Yield Group | 671 | $157.1K | 0.05% | +21+3.2% | Added |
| Fairscale Capital, LLC | 679 | $159.0K | 0.14% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 687 | $160.8K | 0.25% | 00.0% | Unchanged |
| Alta Advisers Ltd | 700 | $163.9K | 0.07% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 729 | $170.7K | 0.03% | +729 | New |
| Blue Chip Partners, Inc. | 743 | $173.9K | 0.02% | +3+0.4% | Added |
| Field & Main Bank | 743 | $174.0K | 0.06% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 747 | $174.9K | 0.05% | +4+0.5% | Added |
| Citizens National Bank Trust Department | 750 | $175.6K | 0.04% | 00.0% | Unchanged |
| Tompkins Financial Corp | 759 | $177.7K | 0.02% | +219+40.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 700 | $179.5K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 785 | $183.8K | 0.02% | −257−24.7% | Reduced |
| CNB Bank | 794 | $185.9K | 0.09% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 797 | $186.6K | 0.05% | −1−0.1% | Reduced |
| Addison Advisors LLC | 802 | $187.8K | 0.05% | +345+75.5% | Added |
| Eagle Bay Advisors LLC | 808 | $189.2K | 0.07% | +168+26.3% | Added |
| Valley National Advisers Inc | 829 | $194.0K | 0.04% | −31−3.6% | Reduced |
| Global Financial Private Client, LLC | 834 | $195.3K | 0.08% | 00.0% | Unchanged |
| State of Wyoming | 837 | $196.0K | 0.03% | −311−27.1% | Reduced |
| Horizons Wealth Management | 843 | $197.4K | 0.15% | −24−2.8% | Reduced |
| First Community Trust NA | 845 | $197.8K | 0.16% | 00.0% | Unchanged |
| Pflug Koory, LLC | 860 | $201.3K | 0.10% | +860 | New |
| Retirement Planning Group | 861 | $201.6K | 0.01% | +861 | New |
| Salem Investment Counselors Inc | 861 | $201.6K | 0.01% | +22+2.6% | Added |
| Tilia Fiduciary Partners, Inc. | 861 | $201.6K | 0.14% | +861 | New |
| Valtinson Bruner Financial Planning LLC | 863 | $202.1K | 0.07% | +863 | New |
| Naviter Wealth, LLC | 866 | $202.7K | 0.03% | +866 | New |
| Personal Cfo Solutions, LLC | 868 | $203.1K | 0.03% | +868 | New |
| GeoWealth Management, LLC | 868 | $203.2K | 0.01% | −102−10.5% | Reduced |
| Allianz SE | 870 | $203.7K | 0.01% | 00.0% | Unchanged |
| Security National Bank of So Dak | 870 | $203.7K | 0.11% | +870 | New |
| Lebenthal Global Advisors, LLC | 871 | $203.9K | 0.04% | +871 | New |
| United Asset Strategies, Inc. | 872 | $204.2K | 0.02% | +872 | New |
| GYL Financial Synergies, LLC | 873 | $204.3K | 0.02% | +873 | New |
| Somerset Trust Co | 873 | $204.4K | 0.08% | +873 | New |
| Fairfield, Bush & Co. | 876 | $205.1K | 0.12% | +876 | New |
| Carr Financial Group Corp | 876 | $205.1K | 0.06% | −642−42.3% | Reduced |
| Oarsman Capital, Inc. | 877 | $205.3K | 0.04% | +877 | New |
| Family Firm, Inc. | 877 | $205.4K | 0.04% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 878 | $205.6K | 0.00% | +878 | New |
| Crestmont Private Wealth LLC | 878 | $205.6K | 0.09% | +878 | New |
| Emerald Advisors, LLC | 775 | $205.6K | 0.03% | +775 | New |
| Main Street Financial Solutions, LLC | 879 | $205.9K | 0.02% | −209−19.2% | Reduced |
| Lodestar Private Asset Management LLC | 880 | $206.0K | 0.03% | +880 | New |
| Paces Ferry Wealth Advisors, LLC | 891 | $208.6K | 0.12% | −112−11.2% | Reduced |
| Valmark Advisers, Inc. | 892 | $208.8K | 0.00% | +892 | New |
| Confluence Wealth Services, Inc. | 894 | $209.3K | 0.02% | +894 | New |
| Linscomb & Williams, Inc. | 896 | $209.7K | 0.01% | +896 | New |
| D L Carlson Investment Group Inc | 898 | $210.2K | 0.04% | +898 | New |
| Alera Investment Advisors, LLC | 898 | $210.2K | 0.02% | +898 | New |
| L2 Asset Management, LLC | 905 | $211.9K | 0.06% | +905 | New |
| First Financial Bank - Trust Division | 906 | $212.1K | 0.02% | −132−12.7% | Reduced |
| Prosperity Consulting Group, LLC | 907 | $212.3K | 0.02% | +907 | New |
| Ground Swell Capital, LLC | 908 | $212.6K | 0.30% | +908 | New |
| Cahill Financial Advisors Inc | 908 | $212.6K | 0.03% | −92−9.2% | Reduced |
| Wolverine Trading, LLC | 901 | $212.7K | 0.01% | +901 | New |
| Madrona Financial Services, LLC | 909 | $212.8K | 0.06% | +909 | New |
| Narus Financial Partners, LLC | 910 | $213.0K | 0.08% | +910 | New |
| Ironwood Financial, llc | 911 | $213.3K | 0.04% | +911 | New |
| Highland Capital Management, LLC | 915 | $214.2K | 0.01% | +915 | New |
| Convergence Investment Partners, LLC | 915 | $214.3K | 0.06% | +915 | New |
| BNC Wealth Management, LLC | 916 | $214.4K | 0.08% | +916 | New |
| MV Capital Management, Inc. | 916 | $214.5K | 0.02% | −58−6.0% | Reduced |
| Community Financial Services Group, LLC | 918 | $214.9K | 0.04% | +918 | New |
| Secured Retirement Advisors, LLC | 926 | $216.8K | 0.16% | +926 | New |
| Tritonpoint Wealth, LLC | 919 | $217.0K | 0.02% | +919 | New |
| Penn Davis McFarland Inc | 933 | $218.4K | 0.02% | +933 | New |
| Castle Rock Wealth Management, LLC | 958 | $219.1K | 0.05% | −214−18.3% | Reduced |
| One Wealth Advisors, LLC | 943 | $220.8K | 0.03% | −29−3.0% | Reduced |
| Zacks Investment Management | 943 | $220.8K | 0.00% | +943 | New |
| Brendel Financial Advisors LLC | 944 | $221.0K | 0.13% | +944 | New |
| Fisher Asset Management, LLC | 944 | $221.2K | 0.00% | −522−35.6% | Reduced |
| Edmp, Inc. | 945 | $221.2K | 0.18% | +945 | New |
| Focused Wealth Management, Inc | 947 | $221.6K | 0.03% | +947 | New |
| 9258 Wealth Management, LLC | 948 | $221.9K | 0.03% | −89−8.6% | Reduced |