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 |
|---|---|---|---|---|---|
| Integrated Advisors Network LLC | 2,027 | $474.5K | 0.02% | −17−0.8% | Reduced |
| Fortis Group Advisors, LLC | 2,052 | $480.5K | 0.09% | +9+0.4% | Added |
| Diligent Investors, LLC | 2,056 | $481.4K | 0.11% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 2,057 | $481.6K | 0.13% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 2,060 | $482.4K | 0.02% | −971−32.0% | Reduced |
| Ridgecrest Wealth Partners, LLC | 2,065 | $483.5K | 0.25% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 2,065 | $483.5K | 0.01% | +962+87.2% | Added |
| Ledyard National Bank | 2,067 | $483.9K | 0.04% | +39+1.9% | Added |
| SeaCrest Wealth Management, LLC | 2,074 | $485.5K | 0.05% | −9−0.4% | Reduced |
| Mutual Advisors, LLC | 1,923 | $493.1K | 0.01% | +195+11.3% | Added |
| Keystone Financial Group | 2,117 | $495.7K | 0.06% | 00.0% | Unchanged |
| Rockland Trust Co | 2,128 | $498.2K | 0.02% | +2,128 | New |
| Johnson Financial Group, Inc. | 2,131 | $498.9K | 0.02% | +171+8.7% | Added |
| Pensionmark Financial Group, LLC | 2,141 | $501.2K | 0.02% | +2,141 | New |
| Sanibel Captiva Trust Company, Inc. | 2,149 | $503.1K | 0.02% | +271+14.4% | Added |
| Quad-Cities Investment Group, LLC | 2,152 | $503.9K | 0.25% | +2,152 | New |
| Seamount Financial Group Inc | 2,154 | $504.3K | 0.38% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 2,159 | $505.3K | 0.24% | −964−30.9% | Reduced |
| Avantax Planning Partners, Inc. | 2,163 | $506.3K | 0.02% | −3−0.1% | Reduced |
| Appleton Partners Inc | 2,164 | $507.0K | 0.04% | 00.0% | Unchanged |
| Wedbush Securities Inc | 2,176 | $509.0K | 0.02% | −4,629−68.0% | Reduced |
| Empower Advisory Group, LLC | 2,184 | $511.3K | 0.00% | −4−0.2% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,187 | $512.0K | 0.08% | −12−0.5% | Reduced |
| South State Corp. | 2,202 | $515.5K | 0.04% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,207 | $516.8K | 0.03% | +1,451+191.9% | Added |
| Williams Jones Wealth Management, LLC. | 2,208 | $516.9K | 0.01% | +10.0% | Added |
| SRS Capital Advisors, Inc. | 2,208 | $517.0K | 0.05% | −5−0.2% | Reduced |
| Green Square Capital Advisors LLC | 2,217 | $523.5K | 0.07% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 2,032 | $526.7K | 0.03% | −1,019−33.4% | Reduced |
| Lake Street Advisors Group, LLC | 2,260 | $529.1K | 0.02% | −68−2.9% | Reduced |
| Lifeworks Advisors, LLC | 2,283 | $534.5K | 0.11% | +2,283 | New |
| Moody Lynn & Lieberson, LLC | 2,284 | $534.7K | 0.03% | −13−0.6% | Reduced |
| City State Bank | 2,286 | $535.2K | 0.20% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 2,296 | $537.5K | 0.03% | 00.0% | Unchanged |
| Howland Capital Management LLC | 2,298 | $538.0K | 0.02% | +75+3.4% | Added |
| Summit Trail Advisors, LLC | 2,305 | $539.5K | 0.01% | +618+36.6% | Added |
| McElhenny Sheffield Capital Management, LLC | 2,310 | $540.8K | 0.18% | +2,310 | New |
| Heritage Wealth Management, Inc. | 2,330 | $545.5K | 0.18% | 00.0% | Unchanged |
| Cigna Investments Inc | 2,335 | $546.0K | 0.10% | −52−2.2% | Reduced |
| WFA Asset Management Corp | 2,339 | $547.7K | 0.30% | +10+0.4% | Added |
| Wedmont Private Capital | 2,425 | $548.1K | 0.03% | +319+15.1% | Added |
| Penserra Capital Management LLC | 2,357 | $550.0K | 0.01% | −21−0.9% | Reduced |
| TCI Wealth Advisors, Inc. | 2,351 | $550.4K | 0.05% | +30+1.3% | Added |
| Harbour Capital Advisors, LLC | 2,390 | $553.2K | 0.13% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 2,364 | $553.5K | 0.34% | 00.0% | Unchanged |
| Robinswood Financial LLC | 2,399 | $561.7K | 0.21% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 2,400 | $561.9K | 0.18% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 2,401 | $562.1K | 0.04% | +175+7.9% | Added |
| Alhambra Investment Partners LLC | 2,420 | $566.6K | 0.29% | 00.0% | Unchanged |
| Bank of Hawaii | 2,424 | $567.5K | 0.02% | −103−4.1% | Reduced |
| Interchange Capital Partners, LLC | 2,427 | $568.2K | 0.20% | +33+1.4% | Added |
| Vise Technologies, Inc. | 2,430 | $568.9K | 0.07% | +541+28.6% | Added |
| Atomi Financial Group, Inc. | 2,442 | $571.8K | 0.04% | +495+25.4% | Added |
| Grimes & Company, Inc. | 2,446 | $572.7K | 0.02% | −9−0.4% | Reduced |
| Transcend Wealth Collective, LLC | 2,479 | $580.5K | 0.04% | −13−0.5% | Reduced |
| Jeppson Wealth Management, LLC | 2,490 | $583.0K | 0.21% | 00.0% | Unchanged |
| Essex Savings Bank | 2,492 | $583.4K | 0.15% | +900+56.5% | Added |
| Beacon Investment Advisors LLC | 2,500 | $585.4K | 0.28% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,510 | $588.0K | 0.02% | +189+8.1% | Added |
| HTLF Bank | 2,513 | $588.3K | 0.06% | 00.0% | Unchanged |
| Opus Capital Group, LLC | 2,537 | $594.0K | 0.07% | +388+18.1% | Added |
| First National Bank Sioux Falls | 2,549 | $596.8K | 0.27% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 2,549 | $597.0K | 0.04% | −46−1.8% | Reduced |
| Sky Investment Group LLC | 2,565 | $600.5K | 0.11% | −50−1.9% | Reduced |
| Franklin Street Advisors Inc | 2,579 | $604.0K | 0.04% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 2,580 | $604.0K | 0.08% | +21+0.8% | Added |
| Daymark Wealth Partners, LLC | 107,134 | $604.5K | 0.03% | +114+0.1% | Added |
| Boston Trust Walden Corp | 2,586 | $605.4K | 0.00% | +533+26.0% | Added |
| Linden Thomas Advisory Services, LLC | 2,595 | $607.5K | 0.08% | +623+31.6% | Added |
| Cozad Asset Management Inc | 2,606 | $610.1K | 0.06% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 3,010 | $612.1K | 0.07% | +400+15.3% | Added |
| Clear Harbor Asset Management, LLC | 2,621 | $613.6K | 0.05% | −7−0.3% | Reduced |
| Welch & Forbes LLC | 2,621 | $613.6K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 2,621 | $613.7K | 0.12% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 2,626 | $614.8K | 0.17% | −40−1.5% | Reduced |
| Principal Securities, Inc. | 2,629 | $615.5K | 0.01% | +321+13.9% | Added |
| Stratos Wealth Partners, LTD. | 2,637 | $617.6K | 0.01% | −115−4.2% | Reduced |
| FIL Ltd | 2,653 | $621.1K | 0.00% | +115+4.5% | Added |
| Stiles Financial Services Inc | 2,655 | $621.9K | 0.22% | +47+1.8% | Added |
| Aries Wealth Management | 2,658 | $622.3K | 0.17% | −204−7.1% | Reduced |
| Two Sigma Securities, LLC | 2,659 | $622.5K | 0.05% | +814+44.1% | Added |
| Beverly Hills Private Wealth, LLC | 2,661 | $622.9K | 0.13% | −250−8.6% | Reduced |
| Foundation Resource Management Inc | 2,665 | $623.9K | 0.10% | 00.0% | Unchanged |
| Rinkey Investments | 2,675 | $626.3K | 0.20% | 00.0% | Unchanged |
| Trust Asset Management LLC | 2,684 | $628.4K | 0.05% | 00.0% | Unchanged |
| Orrstown Financial Services Inc | 2,685 | $628.6K | 0.19% | +121+4.7% | Added |
| Eastern Bank | 2,688 | $629.3K | 0.01% | +2,688 | New |
| Associated Banc-Corp | 2,695 | $631.0K | 0.02% | −26−1.0% | Reduced |
| Warren Averett Asset Management, LLC | 2,704 | $633.0K | 0.01% | −242−8.2% | Reduced |
| SkyOak Wealth, LLC | 2,715 | $635.6K | 0.14% | −12−0.4% | Reduced |
| Assetmark, Inc | 2,721 | $637.0K | 0.00% | +67+2.5% | Added |
| Chesapeake Asset Management LLC | 2,724 | $637.7K | 0.55% | +588+27.5% | Added |
| Guardian Wealth Advisors, LLC | 2,725 | $638.0K | 0.07% | +2+0.1% | Added |
| LMCG Investments, LLC | 2,730 | $639.1K | 0.04% | 00.0% | Unchanged |
| Cowen and Company, LLC | 2,741 | $641.7K | 0.02% | +2,741 | New |
| Wesbanco Bank Inc | 2,745 | $642.7K | 0.02% | −13−0.5% | Reduced |
| Cidel Asset Management Inc | 2,747 | $643.1K | 0.05% | −147−5.1% | Reduced |
| LVW Advisors, LLC | 2,754 | $644.8K | 0.08% | +180+7.0% | Added |
| Baldwin Brothers Inc | 2,767 | $647.8K | 0.04% | +114+4.3% | Added |
| Brave Asset Management Inc | 2,780 | $650.9K | 0.16% | 00.0% | Unchanged |