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 |
|---|---|---|---|---|---|
| Boston Family Office LLC | 1,525 | $357.0K | 0.02% | +1,525 | New |
| Blake Schutter Theil Wealth Advisors, LLC | 1,531 | $358.4K | 0.26% | +1,531 | New |
| Centiva Capital, LP | 1,545 | $361.7K | 0.02% | −6,762−81.4% | Reduced |
| PrairieView Partners, LLC | 1,550 | $362.0K | 0.04% | 00.0% | Unchanged |
| Bremer Bank National Association | 1,550 | $362.9K | 0.07% | −31−2.0% | Reduced |
| Burke & Herbert Bank & Trust Co | 1,562 | $365.7K | 0.09% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 1,427 | $365.9K | 0.02% | +1,427 | New |
| Nebula Research & Development LLC | 1,568 | $367.1K | 0.04% | −10,845−87.4% | Reduced |
| Renaissance Group LLC | 1,569 | $367.3K | 0.02% | −18−1.1% | Reduced |
| WSFS Capital Management, LLC | 1,572 | $368.0K | 0.02% | −63−3.9% | Reduced |
| Somerville Kurt F | 1,575 | $368.7K | 0.06% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,582 | $370.4K | 0.02% | +1,175+288.7% | Added |
| Catalina Capital Group, LLC | 1,589 | $372.0K | 0.13% | +110+7.4% | Added |
| New Century Financial Group, LLC | 1,592 | $372.7K | 0.14% | 00.0% | Unchanged |
| Csenge Advisory Group | 1,580 | $373.8K | 0.02% | +18+1.2% | Added |
| West Family Investments, Inc. | 1,598 | $374.1K | 0.13% | +278+21.1% | Added |
| Robertson Stephens Wealth Management, LLC | 1,600 | $374.6K | 0.01% | −38−2.3% | Reduced |
| Legacy Private Trust Co. | 1,603 | $375.3K | 0.03% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 1,605 | $375.8K | 0.06% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 1,615 | $378.0K | 0.05% | +1,615 | New |
| Cornerstone Wealth Management, LLC | 1,628 | $381.2K | 0.03% | +4+0.2% | Added |
| Fiduciary Group LLC | 1,633 | $382.3K | 0.04% | 00.0% | Unchanged |
| Smith, Moore & Co. | 1,635 | $382.8K | 0.04% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 1,637 | $383.3K | 0.20% | +1,637 | New |
| Oversea-Chinese Banking CORP Ltd | 1,641 | $384.2K | 0.01% | +76+4.9% | Added |
| Canandaigua National Trust Co of Florida | 1,646 | $385.4K | 0.33% | +1,646 | New |
| Glen Eagle Advisors, LLC | 1,655 | $387.5K | 0.07% | +957+137.1% | Added |
| ForthRight Wealth Management, LLC | 1,660 | $388.6K | 0.13% | −94−5.4% | Reduced |
| Charter Trust Co | 1,666 | $390.0K | 0.02% | 00.0% | Unchanged |
| Thomasville National Bank | 1,670 | $391.0K | 0.03% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 1,675 | $392.0K | 0.02% | +1,675 | New |
| Prime Capital Investment Advisors, LLC | 1,685 | $394.5K | 0.01% | +4+0.2% | Added |
| Destination Wealth Management | 1,687 | $394.9K | 0.01% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 1,686 | $395.0K | 0.01% | +48+2.9% | Added |
| Univest Financial Corp | 1,695 | $396.9K | 0.03% | +1,695 | New |
| Neville Rodie & Shaw Inc | 1,700 | $398.0K | 0.03% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 1,700 | $398.0K | 0.05% | −100−5.6% | Reduced |
| Symphony Financial, Ltd. Co. | 11,831 | $399.1K | 0.07% | +11,831 | New |
| Moneta Group Investment Advisors LLC | 1,718 | $402.2K | 0.01% | +315+22.5% | Added |
| Evermay Wealth Management LLC | 1,720 | $402.7K | 0.06% | −50−2.8% | Reduced |
| Pavion Blue Capital, LLC | 1,724 | $403.6K | 0.19% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 1,724 | $403.6K | 0.04% | +141+8.9% | Added |
| Ontario Teachers Pension Plan Board | 1,729 | $404.8K | 0.00% | +1,729 | New |
| Smartleaf Asset Management LLC | 1,717 | $405.4K | 0.05% | +928+117.6% | Added |
| Gsa Capital Partners LLP | 1,734 | $406.0K | 0.03% | −974−36.0% | Reduced |
| Quest Partners LLC | 1,737 | $406.7K | 0.04% | −1,813−51.1% | Reduced |
| BFSG, LLC | 1,739 | $407.1K | 0.05% | 00.0% | Unchanged |
| Walleye Capital LLC | 1,740 | $407.4K | 0.00% | +1,740 | New |
| Verdad Advisers, LP | 1,744 | $408.3K | 0.55% | −1,086−38.4% | Reduced |
| Nwam LLC | 1,746 | $408.8K | 0.02% | −86−4.7% | Reduced |
| AdvisorNet Financial, Inc | 1,748 | $409.2K | 0.03% | −265−13.2% | Reduced |
| PDS Planning, Inc | 1,750 | $409.7K | 0.04% | +30+1.7% | Added |
| Stegent Equity Advisors, Inc. | 1,752 | $410.2K | 0.45% | −141−7.4% | Reduced |
| Unigestion Holding SA | 1,758 | $411.6K | 0.02% | −33,812−95.1% | Reduced |
| Global Retirement Partners, LLC | 1,759 | $411.7K | 0.01% | +63+3.7% | Added |
| Drive Wealth Management, LLC | 1,760 | $412.2K | 0.11% | −11−0.6% | Reduced |
| Summit Financial, LLC | 1,780 | $416.7K | 0.02% | −17−0.9% | Reduced |
| Sawgrass Asset Management LLC | 1,782 | $417.2K | 0.04% | −158−8.1% | Reduced |
| Dana Investment Advisors, Inc. | 1,784 | $417.7K | 0.01% | −100−5.3% | Reduced |
| Clarius Group, LLC | 1,794 | $419.1K | 0.03% | −34−1.9% | Reduced |
| Parkside Financial Bank & Trust | 1,805 | $422.6K | 0.06% | −20−1.1% | Reduced |
| Trueblood Wealth Management, LLC | 1,807 | $423.0K | 0.21% | +41+2.3% | Added |
| Peak Asset Management, LLC | 1,814 | $424.7K | 0.08% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 1,820 | $426.1K | 0.03% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 1,664 | $428.1K | 0.02% | +318+23.6% | Added |
| Central Valley Advisors, LLC | 1,830 | $428.5K | 0.24% | +1,830 | New |
| Modera Wealth Management, LLC | 1,838 | $430.4K | 0.01% | +22+1.2% | Added |
| Sterling Capital Management LLC | 1,840 | $430.8K | 0.01% | +1,840 | New |
| Aster Capital Management (DIFC) Ltd | 1,843 | $431.5K | 0.09% | +1,843 | New |
| Donaldson Capital Management, LLC | 1,848 | $432.7K | 0.02% | +1+0.1% | Added |
| Cahaba Wealth Management, Inc. | 1,853 | $433.8K | 0.04% | +7+0.4% | Added |
| Eagle Harbor Asset Management Inc | 1,855 | $434.3K | 0.43% | +233+14.4% | Added |
| Stockman Wealth Management, Inc. | 1,862 | $435.9K | 0.07% | −7−0.4% | Reduced |
| Veracity Capital LLC | 1,863 | $436.2K | 0.17% | +118+6.8% | Added |
| First National Corp | 1,889 | $442.3K | 0.10% | −535−22.1% | Reduced |
| CWA Asset Management Group, LLC | 1,891 | $442.7K | 0.02% | +1,891 | New |
| Spinnaker Trust | 1,905 | $446.0K | 0.03% | 00.0% | Unchanged |
| First American Trust, FSB | 1,912 | $447.5K | 0.04% | −13−0.7% | Reduced |
| MQS Management LLC | 1,935 | $453.0K | 0.25% | +63+3.4% | Added |
| Northeast Investment Management | 1,942 | $454.7K | 0.02% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 1,943 | $454.8K | 0.01% | +630+48.0% | Added |
| Clarity Financial LLC | 1,945 | $455.4K | 0.05% | +1,945 | New |
| Mather Group, LLC. | 1,947 | $455.8K | 0.01% | −17−0.9% | Reduced |
| Marco Investment Management LLC | 1,947 | $455.8K | 0.04% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 1,952 | $457.0K | 0.06% | +22+1.1% | Added |
| Whalerock Point Partners, LLC | 1,952 | $457.0K | 0.11% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 1,959 | $458.6K | 0.03% | −50−2.5% | Reduced |
| Athena Investment Management | 1,963 | $459.6K | 0.26% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 1,963 | $459.7K | 0.01% | +1,963 | New |
| PFG Advisors | 1,974 | $462.2K | 0.03% | −1,264−39.0% | Reduced |
| Patrick M Sweeney & Associates, Inc | 1,974 | $462.2K | 0.34% | +179+10.0% | Added |
| Defined Wealth Management, LLC | 1,977 | $462.9K | 0.30% | +14+0.7% | Added |
| Golden State Equity Partners | 1,980 | $463.5K | 0.07% | +256+14.8% | Added |
| Oberweis Asset Management Inc | 1,982 | $464.0K | 0.02% | −58−2.8% | Reduced |
| Invesco, LLC | 1,988 | $465.4K | 0.19% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 1,991 | $466.2K | 0.02% | −89−4.3% | Reduced |
| Valley Brook Capital Group | 1,993 | $466.6K | 0.34% | +66+3.4% | Added |
| Longfellow Investment Management Co LLC | 2,005 | $469.4K | 0.12% | +2,005 | New |
| Mark Sheptoff Financial Planning, LLC | 2,015 | $471.8K | 0.25% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 2,023 | $473.7K | 0.04% | +14+0.7% | Added |