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 |
|---|---|---|---|---|---|
| Sound View Wealth Advisors Group, LLC | 2,800 | $655.5K | 0.05% | +388+16.1% | Added |
| Great Valley Advisor Group, Inc. | 2,805 | $656.9K | 0.02% | −138−4.7% | Reduced |
| Ameritas Investment Partners, Inc. | 2,809 | $657.6K | 0.02% | −101−3.5% | Reduced |
| WMS Partners, LLC | 2,809 | $657.7K | 0.04% | −131−4.5% | Reduced |
| Mendel Money Management | 2,815 | $659.0K | 0.28% | −50−1.7% | Reduced |
| Insigneo Advisory Services, LLC | 2,822 | $660.7K | 0.07% | +1,080+62.0% | Added |
| Zions Bancorporation, N.A. | 2,826 | $661.6K | 0.05% | +495+21.2% | Added |
| True Vision MN LLC | 2,844 | $665.8K | 0.40% | −12−0.4% | Reduced |
| Transatlantique Private Wealth LLC | 2,847 | $666.5K | 0.26% | +83+3.0% | Added |
| Bank of New Hampshire | 2,859 | $669.3K | 0.17% | −10−0.3% | Reduced |
| Syon Capital LLC | 2,865 | $670.7K | 0.06% | −44−1.5% | Reduced |
| United Community Bank | 2,884 | $675.2K | 0.26% | −219−7.1% | Reduced |
| Brighton Jones LLC | 2,890 | $676.5K | 0.03% | −146−4.8% | Reduced |
| Sageworth Trust Co of South Dakota | 2,892 | $677.1K | 0.87% | −38−1.3% | Reduced |
| Weik Capital Management | 2,913 | $682.0K | 0.28% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,923 | $684.4K | 0.03% | +235+8.7% | Added |
| LVM Capital Management Ltd | 3,374 | $686.0K | 0.08% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 2,940 | $688.3K | 0.06% | −65−2.2% | Reduced |
| NBC Securities, Inc. | 2,958 | $692.0K | 0.06% | −4−0.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,958 | $692.5K | 0.24% | +2,498+543.0% | Added |
| Frank, Rimerman Advisors LLC | 2,972 | $695.8K | 0.05% | −160−5.1% | Reduced |
| Prio Wealth Limited Partnership | 2,973 | $696.0K | 0.02% | 00.0% | Unchanged |
| Park National Corp | 2,979 | $697.4K | 0.02% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 2,999 | $702.1K | 0.12% | +2,999 | New |
| Versor Investments LP | 3,006 | $703.8K | 0.11% | −2,898−49.1% | Reduced |
| Coastal Bridge Advisors, LLC | 3,014 | $705.7K | 0.17% | +4+0.1% | Added |
| Level Four Advisory Services, LLC | 2,906 | $714.7K | 0.03% | +247+9.3% | Added |
| Strategic Advisors LLC | 3,058 | $715.8K | 0.13% | −9−0.3% | Reduced |
| JNBA Financial Advisors | 3,068 | $718.2K | 0.07% | −40−1.3% | Reduced |
| Jones Financial Companies LLLP | 3,067 | $723.2K | 0.00% | +1,287+72.3% | Added |
| Waldron Private Wealth LLC | 3,100 | $725.9K | 0.03% | +369+13.5% | Added |
| Qtron Investments LLC | 3,111 | $728.3K | 0.10% | +356+12.9% | Added |
| Lazard Asset Management LLC | 3,128 | $731.0K | 0.00% | −23,684−88.3% | Reduced |
| Equitable Holdings, Inc. | 3,142 | $735.6K | 0.01% | +232+8.0% | Added |
| NorthRock Partners, LLC | 3,145 | $736.2K | 0.02% | +61+2.0% | Added |
| Nixon Peabody Trust Co | 3,146 | $736.5K | 0.06% | +395+14.4% | Added |
| Checchi Capital Advisers, LLC | 3,161 | $740.1K | 0.06% | −93−2.9% | Reduced |
| Bank of Stockton | 3,166 | $741.2K | 0.22% | −141−4.3% | Reduced |
| Graypoint LLC | 3,183 | $745.2K | 0.05% | +135+4.4% | Added |
| Inlet Private Wealth, LLC | 3,190 | $746.9K | 0.19% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 3,194 | $747.7K | 0.04% | −9−0.3% | Reduced |
| Fullerton Fund Management Co Ltd. | 3,228 | $755.7K | 0.03% | +1,395+76.1% | Added |
| Connecticut Wealth Management, LLC | 3,228 | $755.8K | 0.04% | −267−7.6% | Reduced |
| Gryphon Financial Partners LLC | 3,241 | $758.9K | 0.10% | +484+17.6% | Added |
| Davis R M Inc | 3,245 | $759.7K | 0.01% | +8+0.2% | Added |
| Quotient Wealth Partners, LLC | 3,255 | $762.2K | 0.03% | −262−7.4% | Reduced |
| Ar Asset Management Inc | 3,264 | $764.0K | 0.17% | 00.0% | Unchanged |
| Camden National Bank | 3,271 | $765.8K | 0.11% | −5−0.2% | Reduced |
| Searle & Co. | 3,304 | $773.5K | 0.19% | −1,000−23.2% | Reduced |
| Villere St Denis J & Co LLC | 3,338 | $781.5K | 0.06% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 3,357 | $785.9K | 0.01% | −17−0.5% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 3,373 | $789.7K | 0.08% | +97+3.0% | Added |
| Madison Asset Management, LLC | 3,383 | $792.0K | 0.01% | −223−6.2% | Reduced |
| Wilson & Boucher Capital Management, LLC | 3,388 | $793.2K | 0.55% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 3,389 | $793.5K | 0.07% | −63−1.8% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,419 | $800.5K | 0.08% | −520−13.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,450 | $807.8K | 0.05% | +476+16.0% | Added |
| Burns J W & Co Inc | 3,452 | $808.2K | 0.11% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 3,488 | $816.6K | 0.22% | 00.0% | Unchanged |
| Ocean Capital Management, LLC | 3,494 | $818.0K | 0.19% | +3,494 | New |
| Mitchell & Pahl Private Wealth, LLC | 3,494 | $818.0K | 0.38% | −71−2.0% | Reduced |
| Win Advisors, Inc | 3,499 | $819.2K | 0.38% | +3,499 | New |
| Buckingham Strategic Partners | 3,501 | $819.7K | 0.02% | −1,237−26.1% | Reduced |
| Concurrent Investment Advisors, LLC | 3,525 | $825.3K | 0.02% | +808+29.7% | Added |
| Boyd Watterson Asset Management LLC | 3,538 | $828.3K | 0.23% | 00.0% | Unchanged |
| PFG Investments, LLC | 3,553 | $831.8K | 0.05% | −24−0.7% | Reduced |
| Davenport & Co LLC | 3,578 | $837.7K | 0.00% | +23+0.6% | Added |
| Van Hulzen Asset Management, LLC | 3,595 | $842.0K | 0.06% | +100+2.9% | Added |
| Rothschild Investment LLC | 3,613 | $845.9K | 0.06% | +11+0.3% | Added |
| Berger Financial Group, Inc | 3,628 | $849.4K | 0.06% | +753+26.2% | Added |
| Central Trust Co | 3,628 | $849.4K | 0.02% | −1,109−23.4% | Reduced |
| TD Waterhouse Canada Inc. | 3,623 | $851.1K | 0.01% | +33+0.9% | Added |
| DoubleLine ETF Adviser LP | 3,645 | $853.4K | 0.21% | −241−6.2% | Reduced |
| MWA Asset Management | 3,680 | $861.5K | 0.57% | +31+0.8% | Added |
| Smithfield Trust Co | 3,709 | $867.0K | 0.04% | +177+5.0% | Added |
| Pitcairn Co | 3,705 | $867.4K | 0.05% | −474−11.3% | Reduced |
| Kanawha Capital Management LLC | 3,718 | $870.5K | 0.06% | −60−1.6% | Reduced |
| Blueshift Asset Management, LLC | 3,719 | $870.7K | 0.22% | +2,408+183.7% | Added |
| Baker Tilly Wealth Management, LLC | 3,746 | $877.0K | 0.39% | +888+31.1% | Added |
| High Note Wealth, LLC | 3,764 | $881.2K | 0.25% | +2+0.1% | Added |
| Bard Financial Services, Inc. | 3,775 | $883.8K | 0.10% | −2,410−39.0% | Reduced |
| FinTrust Capital Advisors, LLC | 3,793 | $888.1K | 0.15% | +636+20.1% | Added |
| Legacy Capital Wealth Partners, LLC | 3,809 | $891.8K | 0.18% | +3,809 | New |
| JB Capital LLC | 3,812 | $892.3K | 0.05% | +15+0.4% | Added |
| Exchange Traded Concepts, LLC | 3,839 | $898.8K | 0.02% | +3,839 | New |
| Money Concepts Capital Corp | 3,845 | $900.1K | 0.07% | +64+1.7% | Added |
| Merit Financial Group, LLC | 3,845 | $900.1K | 0.02% | −897−18.9% | Reduced |
| AMG National Trust Bank | 3,880 | $908.4K | 0.02% | −873−18.4% | Reduced |
| Lederer & Associates Investment Counsel | 3,919 | $918.0K | 0.65% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 14,956 | $921.5K | 0.33% | +3,267+27.9% | Added |
| Apollon Wealth Management, LLC | 3,945 | $923.7K | 0.03% | +511+14.9% | Added |
| Abn Amro Investment Solutions | 3,950 | $924.8K | 0.02% | +194+5.2% | Added |
| Soltis Investment Advisors LLC | 3,962 | $927.5K | 0.09% | −68−1.7% | Reduced |
| Quadrant Capital Group LLC | 3,991 | $934.4K | 0.06% | −145−3.5% | Reduced |
| Sterneck Capital Management, LLC | 4,000 | $936.5K | 0.51% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 4,025 | $942.3K | 0.08% | −10.0% | Reduced |
| Copperwynd Financial, LLC | 4,029 | $943.3K | 0.28% | +188+4.9% | Added |
| Abner Herrman & Brock LLC | 4,046 | $947.0K | 0.11% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 4,072 | $953.3K | 0.44% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,082 | $955.7K | 0.00% | −60,838−93.7% | Reduced |