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 |
|---|---|---|---|---|---|
| Core Alternative Capital | 949 | $222.2K | 0.04% | 00.0% | Unchanged |
| Gries Financial LLC | 949 | $222.2K | 0.04% | +949 | New |
| Logan Capital Management Inc | 950 | $222.4K | 0.01% | 00.0% | Unchanged |
| Gateway Advisory, LLC | 952 | $222.8K | 0.04% | −351−26.9% | Reduced |
| Great Diamond Partners, LLC | 960 | $224.8K | 0.06% | −1,476−60.6% | Reduced |
| Tortoise Investment Management, LLC | 960 | $224.8K | 0.02% | −4−0.4% | Reduced |
| Aaron Wealth Advisors | 961 | $225.0K | 0.03% | +961 | New |
| Wealth Quarterback LLC | 962 | $225.3K | 0.12% | −23−2.3% | Reduced |
| CenterStar Asset Management, LLC | 962 | $225.3K | 0.34% | +962 | New |
| Winton Group Ltd | 964 | $225.7K | 0.02% | +964 | New |
| Hudson Portfolio Management LLC | 965 | $225.9K | 0.22% | +965 | New |
| Washington Trust Co | 970 | $227.1K | 0.01% | −57−5.6% | Reduced |
| Ti-Trust, Inc | 970 | $227.1K | 0.16% | +970 | New |
| CPA Asset Management LLC | 970 | $227.1K | 0.11% | +970 | New |
| Aprio Wealth Management, LLC | 974 | $228.1K | 0.04% | +974 | New |
| Financial Advocates Investment Management | 975 | $228.2K | 0.01% | +975 | New |
| Ellevest, Inc. | 975 | $228.3K | 0.01% | −97−9.0% | Reduced |
| Perpetual Ltd | 984 | $230.4K | 0.00% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 984 | $230.4K | 0.02% | +984 | New |
| Global Strategic Investment Solutions, LLC | 985 | $230.6K | 0.03% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 986 | $230.8K | 0.05% | −2−0.2% | Reduced |
| SFMG, LLC | 986 | $230.8K | 0.02% | −183−15.7% | Reduced |
| Kowal Investment Group, LLC | 992 | $232.1K | 0.04% | +3+0.3% | Added |
| Legacy Edge Advisors, LLC | 992 | $232.2K | 0.04% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 993 | $232.5K | 0.03% | +993 | New |
| Financial Council Asset Management Inc | 994 | $232.7K | 0.12% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 994 | $232.8K | 0.02% | −384−27.9% | Reduced |
| Sentry Investment Management LLC | 996 | $233.0K | 0.10% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 997 | $233.0K | 0.21% | 00.0% | Unchanged |
| Sageworth Trust Co | 998 | $233.7K | 0.01% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 1,000 | $234.1K | 0.02% | 00.0% | Unchanged |
| Legal Advantage Investments, Inc. | 1,000 | $234.1K | 0.13% | 00.0% | Unchanged |
| Red Wave Investments LLC | 1,000 | $234.1K | 0.08% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 1,000 | $234.1K | 0.02% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 1,000 | $234.1K | 0.10% | 00.0% | Unchanged |
| McLean Asset Management Corp | 992 | $234.2K | 0.07% | +7+0.7% | Added |
| Quantum Financial Advisors, LLC | 1,001 | $234.4K | 0.04% | 00.0% | Unchanged |
| Next Capital Management LLC | 1,004 | $235.1K | 0.10% | −3−0.3% | Reduced |
| Templeton & Phillips Capital Management, LLC | 1,005 | $235.3K | 0.18% | 00.0% | Unchanged |
| Baader Bank INC | 1,012 | $235.6K | 0.02% | −30−2.9% | Reduced |
| Chicago Trust Co NA | 1,009 | $236.2K | 0.04% | +1,009 | New |
| Patten & Patten Inc | 1,012 | $237.0K | 0.02% | −50−4.7% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 1,013 | $237.2K | 0.01% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 1,013 | $237.2K | 0.07% | 00.0% | Unchanged |
| Breakwater Capital Group | 1,013 | $237.2K | 0.05% | +1,013 | New |
| Callan Capital, LLC | 1,014 | $237.4K | 0.02% | +1,014 | New |
| Wedgewood Investors Inc | 1,020 | $238.8K | 0.26% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,022 | $239.3K | 0.01% | +828+426.8% | Added |
| HCR Wealth Advisors | 1,023 | $239.5K | 0.03% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 1,029 | $240.9K | 0.11% | +8+0.8% | Added |
| Heritage Oak Wealth Advisors LLC | 1,029 | $240.9K | 0.11% | +1,029 | New |
| Trust Point Inc. | 1,031 | $241.4K | 0.02% | −175−14.5% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,032 | $241.6K | 0.00% | −1,985−65.8% | Reduced |
| Greenup Street Wealth Management LLC | 1,033 | $242.0K | 0.05% | +18+1.8% | Added |
| Fukoku Mutual Life Insurance Co | 1,036 | $242.5K | 0.02% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 1,036 | $242.5K | 0.01% | +1,036 | New |
| Legacy Financial Advisors, Inc. | 1,037 | $242.8K | 0.04% | +1,037 | New |
| Altfest L J & Co Inc | 1,039 | $243.0K | 0.03% | −31−2.9% | Reduced |
| Jarislowsky, Fraser Ltd | 1,043 | $244.2K | 0.00% | 00.0% | Unchanged |
| Westpac Banking Corp | 1,047 | $245.1K | 0.02% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 1,059 | $247.9K | 0.12% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,060 | $248.2K | 0.03% | −16−1.5% | Reduced |
| Marino, Stram & Associates LLC | 1,061 | $248.3K | 0.06% | −74−6.5% | Reduced |
| Key Financial Inc | 1,065 | $249.3K | 0.06% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 1,065 | $249.3K | 0.01% | +1,065 | New |
| Centennial Bank | 1,066 | $249.6K | 0.11% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 1,069 | $250.3K | 0.02% | 00.0% | Unchanged |
| Baxter Bros Inc | 1,071 | $250.8K | 0.03% | 00.0% | Unchanged |
| Humankind Investments LLC | 1,072 | $251.0K | 0.09% | +65+6.5% | Added |
| Childress Capital Advisors, LLC | 1,077 | $252.1K | 0.07% | −8−0.7% | Reduced |
| Mystic Asset Management, Inc. | 1,084 | $253.8K | 0.10% | +1,084 | New |
| Alpha DNA Investment Management LLC | 1,085 | $254.0K | 0.14% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 1,088 | $254.7K | 0.01% | −14−1.3% | Reduced |
| Blume Capital Management, Inc. | 1,100 | $257.5K | 0.06% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 1,091 | $258.0K | 0.00% | +1,091 | New |
| Voya Financial Advisors, Inc. | 1,096 | $258.8K | 0.03% | +67+6.5% | Added |
| Fidelis Capital Partners, LLC | 1,006 | $258.9K | 0.03% | +1,006 | New |
| Farmers & Merchants Investments Inc | 1,108 | $259.4K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,109 | $259.6K | 0.02% | −44−3.8% | Reduced |
| New Potomac Partners, LLC | 1,109 | $259.6K | 0.13% | −75−6.3% | Reduced |
| Sloy Dahl & Holst, LLC | 1,114 | $260.8K | 0.04% | −138−11.0% | Reduced |
| Catalyst Financial Partners LLC | 1,114 | $260.8K | 0.05% | −33−2.9% | Reduced |
| JFS Wealth Advisors, LLC | 1,119 | $261.9K | 0.02% | −207−15.6% | Reduced |
| Canvas Wealth Advisors, LLC | 1,125 | $263.4K | 0.07% | +1,125 | New |
| Capital Advisory Group Advisory Services, LLC | 1,132 | $265.0K | 0.11% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,138 | $266.4K | 0.10% | +751+194.1% | Added |
| Willner & Heller, LLC | 1,146 | $268.3K | 0.24% | +45+4.1% | Added |
| EagleClaw Capital Managment, LLC | 1,146 | $268.3K | 0.04% | 00.0% | Unchanged |
| Everpar Advisors LLC | 1,147 | $268.5K | 0.14% | −54−4.5% | Reduced |
| Harbour Investments, Inc. | 1,151 | $269.5K | 0.01% | −5−0.4% | Reduced |
| Onyx Bridge Wealth Group LLC | 1,156 | $270.6K | 0.04% | +1+0.1% | Added |
| Stratos Wealth Advisors, LLC | 1,156 | $270.9K | 0.01% | −19−1.6% | Reduced |
| St Germain D J Co Inc | 1,161 | $271.8K | 0.01% | −3−0.3% | Reduced |
| Wealthspan Partners, LLC | 1,161 | $271.8K | 0.13% | −2−0.2% | Reduced |
| Sippican Capital Advisors | 1,161 | $271.8K | 0.19% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 1,161 | $272.0K | 0.22% | −124−9.6% | Reduced |
| Mach-1 Financial Group, Inc. | 1,164 | $272.5K | 0.17% | 00.0% | Unchanged |
| Rathbone Brothers plc | 1,166 | $273.0K | 0.00% | −342−22.7% | Reduced |
| Avestar Capital, LLC | 1,169 | $273.7K | 0.03% | +28+2.5% | Added |
| Caldwell Trust Co | 1,188 | $278.1K | 0.03% | −107−8.3% | Reduced |