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 |
|---|---|---|---|---|---|
| Legacy Trust | 1,194 | $279.5K | 0.06% | +143+13.6% | Added |
| Means Investment Co., Inc. | 1,198 | $280.4K | 0.03% | +1+0.1% | Added |
| Capstone Investment Advisors, LLC | 1,200 | $280.9K | 0.01% | −2,000−62.5% | Reduced |
| Builder Investment Group Inc | 1,200 | $280.9K | 0.08% | 00.0% | Unchanged |
| Cape Ann Savings Bank | 1,200 | $280.9K | 0.16% | 00.0% | Unchanged |
| Sym Financial Corp | 1,200 | $280.9K | 0.04% | +122+11.3% | Added |
| Catalyst Funds Management Pty Ltd | 1,200 | $280.9K | 0.06% | +1,200 | New |
| Apella Capital, LLC | 1,202 | $282.5K | 0.01% | +11+0.9% | Added |
| AE Wealth Management LLC | 1,212 | $283.9K | 0.00% | −782−39.2% | Reduced |
| Earnest Partners LLC | 1,214 | $284.2K | 0.00% | −46−3.7% | Reduced |
| CRA Financial Services, LLC | 1,214 | $284.2K | 0.05% | −1−0.1% | Reduced |
| Ariston Services Group | 1,215 | $284.5K | 0.25% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,215 | $284.6K | 0.01% | −33−2.6% | Reduced |
| Laffer Tengler Investments | 1,217 | $284.9K | 0.06% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 1,218 | $285.2K | 0.04% | +57+4.9% | Added |
| Exchange Bank | 1,223 | $286.3K | 0.23% | +1,223 | New |
| Wealth Architects, LLC | 1,223 | $286.4K | 0.03% | +10+0.8% | Added |
| Sage Rhino Capital LLC | 1,227 | $287.3K | 0.06% | +3+0.2% | Added |
| Strait & Sound Wealth Management LLC | 1,228 | $287.5K | 0.14% | −155−11.2% | Reduced |
| Liberty Capital Management, Inc. | 1,230 | $288.0K | 0.06% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 1,220 | $288.2K | 0.18% | −11−0.9% | Reduced |
| SPC Financial, Inc. | 1,232 | $288.4K | 0.03% | +2+0.2% | Added |
| Segment Wealth Management, LLC | 1,234 | $288.9K | 0.02% | 00.0% | Unchanged |
| Santori & Peters | 1,236 | $289.4K | 0.11% | 00.0% | Unchanged |
| NDVR, Inc. | 1,226 | $289.5K | 0.30% | +169+16.0% | Added |
| Caldwell Sutter Capital, Inc. | 1,244 | $291.3K | 0.14% | −24−1.9% | Reduced |
| Advisors Management Group Inc | 1,248 | $292.0K | 0.07% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 1,250 | $292.6K | 0.12% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1,255 | $293.8K | 0.10% | +46+3.8% | Added |
| Arkadios Wealth Advisors | 1,255 | $293.9K | 0.02% | −15−1.2% | Reduced |
| Peoples Bank | 1,270 | $297.3K | 0.15% | −560−30.6% | Reduced |
| Sunbelt Securities, Inc. | 1,280 | $299.7K | 0.03% | −39−3.0% | Reduced |
| Live Oak Private Wealth LLC | 1,286 | $301.1K | 0.05% | 00.0% | Unchanged |
| Eagle Ridge Investment Management | 1,291 | $302.2K | 0.03% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,296 | $303.4K | 0.03% | −6−0.5% | Reduced |
| Van Strum & Towne Inc. | 1,304 | $305.3K | 0.11% | 00.0% | Unchanged |
| Wealth Effects LLC | 1,306 | $305.9K | 0.11% | 00.0% | Unchanged |
| Monument Capital Management | 1,310 | $306.8K | 0.08% | +39+3.1% | Added |
| Five Oceans Advisors | 1,313 | $307.4K | 0.15% | −29−2.2% | Reduced |
| Inscription Capital, LLC | 1,317 | $308.4K | 0.05% | +6+0.5% | Added |
| Old Port Advisors | 1,319 | $308.8K | 0.09% | −8−0.6% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 1,323 | $309.7K | 0.07% | +5+0.4% | Added |
| Quent Capital, LLC | 1,320 | $309.8K | 0.03% | −56−4.1% | Reduced |
| First Affirmative Financial Network | 1,331 | $311.5K | 0.17% | −793−37.3% | Reduced |
| Strategic Financial Services, Inc, | 1,332 | $311.8K | 0.02% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 1,335 | $312.4K | 0.04% | +1+0.1% | Added |
| Naples Money Management LLC | 1,335 | $312.6K | 0.26% | −1−0.1% | Reduced |
| Wealthcare Advisory Partners LLC | 1,335 | $312.6K | 0.01% | −179−11.8% | Reduced |
| United Advisor Group, LLC | 1,338 | $313.3K | 0.07% | +1,338 | New |
| First Nebraska Trust Co | 1,345 | $314.9K | 0.03% | 00.0% | Unchanged |
| Adviser Investments LLC | 1,345 | $314.9K | 0.00% | +4+0.3% | Added |
| Advisor OS, LLC | 1,345 | $315.0K | 0.03% | +51+3.9% | Added |
| Great Waters Wealth Management | 1,353 | $316.9K | 0.04% | +3+0.2% | Added |
| New Hampshire Trust | 1,355 | $317.2K | 0.07% | −50−3.6% | Reduced |
| Simmons Bank | 1,365 | $319.6K | 0.02% | −538−28.3% | Reduced |
| Cobblestone Capital Advisors LLC | 1,374 | $321.7K | 0.02% | +217+18.8% | Added |
| Windsor Capital Management, LLC | 1,376 | $322.1K | 0.09% | −114−7.7% | Reduced |
| BLB&B Advisors, LLC | 1,377 | $322.4K | 0.02% | −125−8.3% | Reduced |
| Advus Financial Partners, LLC | 1,377 | $322.4K | 0.09% | 00.0% | Unchanged |
| Investors Research Corp | 1,379 | $322.9K | 0.07% | −293−17.5% | Reduced |
| Baron Wealth Management LLC | 1,379 | $322.9K | 0.16% | +383+38.5% | Added |
| Busey Wealth Management | 1,383 | $323.8K | 0.01% | −307−18.2% | Reduced |
| Henrickson Nauta Wealth Advisors, Inc. | 1,384 | $324.0K | 0.13% | +14+1.0% | Added |
| Crestwood Advisors Group LLC | 1,385 | $324.2K | 0.01% | +180+14.9% | Added |
| Dearborn Partners LLC | 1,387 | $324.8K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 1,394 | $326.4K | 0.08% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 1,401 | $328.0K | 0.02% | +59+4.4% | Added |
| Capital Investment Advisors, LLC | 1,409 | $329.8K | 0.01% | +78+5.9% | Added |
| Knollwood Investment Advisory, LLC | 1,412 | $330.6K | 0.04% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 1,441 | $331.9K | 0.08% | +50+3.6% | Added |
| Simon Quick Advisors, LLC | 1,421 | $332.7K | 0.02% | +58+4.3% | Added |
| Howard Capital Management Inc. | 1,429 | $334.6K | 0.01% | +1,429 | New |
| Brookstone Capital Management | 1,438 | $336.6K | 0.00% | +117+8.9% | Added |
| Oakworth Capital, Inc. | 1,440 | $337.1K | 0.02% | +34+2.4% | Added |
| MBB Public Markets I LLC | 1,440 | $337.1K | 0.03% | −15,113−91.3% | Reduced |
| Fairhaven Wealth Management, LLC | 1,444 | $338.1K | 0.10% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,444 | $338.1K | 0.01% | −5−0.3% | Reduced |
| Dark Forest Capital Management LP | 1,453 | $340.2K | 0.04% | +1,453 | New |
| Hilltop National Bank | 1,454 | $340.4K | 0.10% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 1,456 | $340.9K | 0.01% | −875−37.5% | Reduced |
| Financial Engines Advisors L.L.C. | 1,459 | $341.6K | 0.00% | +24+1.7% | Added |
| Tiemann Investment Advisors, LLC | 1,460 | $341.8K | 0.15% | 00.0% | Unchanged |
| NBT Bank N A | 1,461 | $342.0K | 0.02% | −1−0.1% | Reduced |
| MKT Advisors LLC | 1,459 | $343.0K | 0.16% | 00.0% | Unchanged |
| Colonial Trust Co | 1,466 | $343.2K | 0.05% | +8+0.5% | Added |
| Intrua Financial, LLC | 1,474 | $345.1K | 0.06% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 1,479 | $346.3K | 0.06% | +1,479 | New |
| Farmers Trust Co | 1,481 | $346.7K | 0.06% | −5−0.3% | Reduced |
| Premier Path Wealth Partners, LLC | 1,485 | $347.7K | 0.05% | −33−2.2% | Reduced |
| Manchester Capital Management LLC | 1,490 | $348.8K | 0.04% | +38+2.6% | Added |
| Lakeview Capital Partners, LLC | 1,492 | $349.4K | 0.06% | −143−8.7% | Reduced |
| All Terrain Financial Advisors, LLC | 1,495 | $350.0K | 0.13% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 1,499 | $350.9K | 0.12% | +42+2.9% | Added |
| Randolph Co Inc | 1,503 | $351.9K | 0.04% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,508 | $353.1K | 0.11% | −10−0.7% | Reduced |
| West Coast Financial LLC | 1,509 | $353.3K | 0.04% | 00.0% | Unchanged |
| G2 Capital Management, LLC | 1,516 | $354.9K | 0.10% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 1,516 | $354.9K | 0.02% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 1,522 | $356.0K | 0.17% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 1,521 | $356.1K | 0.03% | 00.0% | Unchanged |