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
- 1,470
- +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 |
|---|---|---|---|---|---|
| Y-Intercept (Hong Kong) Ltd | 4,110 | $962.2K | 0.06% | −15,579−79.1% | Reduced |
| Kathmere Capital Management, LLC | 4,135 | $968.2K | 0.09% | +406+10.9% | Added |
| Aureus Asset Management, LLC | 4,138 | $968.8K | 0.06% | −700−14.5% | Reduced |
| Virtus ETF Advisers LLC | 4,140 | $969.3K | 0.45% | +262+6.8% | Added |
| Stock Yards Bank & Trust Co | 4,154 | $972.5K | 0.03% | −83−2.0% | Reduced |
| Vestcor Inc | 4,174 | $977.0K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,185 | $979.8K | 0.04% | −53−1.3% | Reduced |
| Aptus Capital Advisors, LLC | 4,188 | $980.5K | 0.01% | +298+7.7% | Added |
| nVerses Capital, LLC | 4,200 | $983.3K | 0.45% | +1,800+75.0% | Added |
| Tudor Financial Inc. | 4,200 | $983.3K | 0.61% | +4,200 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 4,203 | $984.0K | 0.00% | −22,649−84.3% | Reduced |
| West Paces Advisors Inc. | 4,238 | $992.1K | 0.24% | +325+8.3% | Added |
| AA Financial Advisors, LLC | 4,244 | $993.5K | 0.29% | +6+0.1% | Added |
| Bailard, Inc. | 4,248 | $994.5K | 0.03% | −125−2.9% | Reduced |
| Forum Financial Management, LP | 4,282 | $1.00M | 0.02% | −100−2.3% | Reduced |
| Plimoth Trust Co LLC | 4,286 | $1.00M | 0.25% | +1,940+82.7% | Added |
| Somerset Group LLC | 4,303 | $1.01M | 0.93% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 4,317 | $1.01M | 0.02% | −2,819−39.5% | Reduced |
| Twinbeech Capital LP | 4,324 | $1.01M | 0.02% | −6,801−61.1% | Reduced |
| Fiduciary Trust Co | 4,331 | $1.01M | 0.01% | +666+18.2% | Added |
| Fullcircle Wealth LLC | 4,034 | $1.02M | 0.46% | −24−0.6% | Reduced |
| Equitable Trust Co | 4,362 | $1.02M | 0.07% | +471+12.1% | Added |
| Ronald Blue Trust, Inc. | 5,046 | $1.03M | 0.01% | +2,046+68.2% | Added |
| Bridges Investment Management Inc | 4,384 | $1.03M | 0.01% | −25−0.6% | Reduced |
| Allworth Financial LP | 4,387 | $1.03M | 0.01% | +648+17.3% | Added |
| Hanson & Doremus Investment Management | 4,405 | $1.03M | 0.16% | −4−0.1% | Reduced |
| Mission Wealth Management, LP | 4,480 | $1.05M | 0.03% | +52+1.2% | Added |
| Sutton Place Investors LLC | 4,500 | $1.05M | 0.64% | +18+0.4% | Added |
| Investors Asset Management of Georgia Inc | 4,511 | $1.06M | 0.50% | 00.0% | Unchanged |
| We Are One Seven, LLC | 4,550 | $1.07M | 0.05% | −750−14.2% | Reduced |
| Guardian Capital Advisors LP | 4,561 | $1.07M | 0.11% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 4,606 | $1.08M | 0.01% | −721−13.5% | Reduced |
| HBK Sorce Advisory LLC | 4,628 | $1.08M | 0.03% | −150−3.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 4,667 | $1.09M | 0.06% | +1,767+60.9% | Added |
| Banque Cantonale Vaudoise | 4,676 | $1.09M | 0.05% | −1,709−26.8% | Reduced |
| Nicholas Hoffman & Company, LLC. | 4,702 | $1.10M | 0.05% | −247−5.0% | Reduced |
| Union Savings Bank | 4,724 | $1.11M | 0.54% | −163−3.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 4,723 | $1.11M | 0.12% | +4,723 | New |
| Prospera Financial Services Inc | 4,729 | $1.11M | 0.03% | +1,794+61.1% | Added |
| Beaumont Financial Advisors, LLC | 4,735 | $1.11M | 0.09% | −10.0% | Reduced |
| Steel Peak Wealth Management LLC | 4,738 | $1.11M | 0.05% | −21,857−82.2% | Reduced |
| Bullock Wealth Management Group | 4,721 | $1.11M | 0.67% | +215+4.8% | Added |
| Glenview Trust Co | 4,766 | $1.12M | 0.02% | +6+0.1% | Added |
| Boston Financial Mangement LLC | 4,794 | $1.12M | 0.03% | 00.0% | Unchanged |
| Ascent Group, LLC | 4,801 | $1.12M | 0.09% | +103+2.2% | Added |
| Groupama Asset Managment | 6,008 | $1.13M | 0.03% | −1,654−21.6% | Reduced |
| Meeder Advisory Services, Inc. | 4,834 | $1.13M | 0.07% | +270+5.9% | Added |
| Kestra Private Wealth Services, LLC | 4,889 | $1.14M | 0.02% | +37+0.8% | Added |
| J.W. Cole Advisors, Inc. | 4,944 | $1.16M | 0.05% | +229+4.9% | Added |
| Advanced Portfolio Management, LLC | 4,999 | $1.17M | 1.20% | −4,333−46.4% | Reduced |
| Vident Advisory, LLC | 5,006 | $1.17M | 0.03% | −16,246−76.4% | Reduced |
| Trust Co of Toledo NA | 5,017 | $1.17M | 0.16% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 5,034 | $1.18M | 0.03% | +241+5.0% | Added |
| Johnson Investment Counsel Inc | 5,041 | $1.18M | 0.01% | +273+5.7% | Added |
| Wealth Alliance | 5,056 | $1.18M | 0.14% | +530+11.7% | Added |
| Coldstream Capital Management Inc | 5,032 | $1.19M | 0.03% | +630+14.3% | Added |
| Barden Capital Management, Inc. | 5,089 | $1.19M | 1.05% | +5,089 | New |
| Tocqueville Asset Management L.P. | 5,101 | $1.19M | 0.02% | −300−5.6% | Reduced |
| Guyasuta Investment Advisors Inc | 5,112 | $1.20M | 0.07% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 8,531 | $1.20M | 0.01% | −2,586−23.3% | Reduced |
| Kestra Investment Management, LLC | 5,140 | $1.20M | 0.05% | +5,140 | New |
| Spire Wealth Management | 5,465 | $1.22M | 0.04% | +2,745+100.9% | Added |
| Transamerica Financial Advisors, Inc. | 5,205 | $1.22M | 0.12% | +5,205 | New |
| Providence Wealth Advisors, LLC | 4,805 | $1.23M | 0.91% | +105+2.2% | Added |
| Roundview Capital LLC | 5,292 | $1.24M | 0.09% | +151+2.9% | Added |
| Great Lakes Retirement, Inc. | 5,325 | $1.25M | 0.16% | +290+5.8% | Added |
| Prostatis Group LLC | 5,333 | $1.25M | 0.41% | +503+10.4% | Added |
| Net Worth Advisory Group | 5,334 | $1.25M | 0.37% | +5,334 | New |
| Axxcess Wealth Management, LLC | 5,337 | $1.25M | 0.03% | −77−1.4% | Reduced |
| Haverford Trust Co | 5,338 | $1.25M | 0.01% | +21+0.4% | Added |
| Plato Investment Management Ltd | 5,359 | $1.25M | 0.10% | −10−0.2% | Reduced |
| V-Square Quantitative Management LLC | 5,354 | $1.25M | 0.18% | +387+7.8% | Added |
| SlateStone Wealth, LLC | 5,362 | $1.25M | 0.11% | +274+5.4% | Added |
| Harbor Capital Advisors, Inc. | 5,368 | $1.26M | 0.05% | +34+0.6% | Added |
| Private Trust Co NA | 5,401 | $1.26M | 0.13% | −33−0.6% | Reduced |
| PYA Waltman Capital, LLC | 5,464 | $1.28M | 0.42% | +229+4.4% | Added |
| FineMark National Bank & Trust | 5,471 | $1.28M | 0.04% | +1,293+30.9% | Added |
| Douglass Winthrop Advisors, LLC | 5,494 | $1.29M | 0.02% | −62−1.1% | Reduced |
| HighMark Wealth Management LLC | 5,523 | $1.29M | 0.71% | +34+0.6% | Added |
| Flputnam Investment Management Co | 5,566 | $1.30M | 0.02% | +5,566 | New |
| Point72 (DIFC) Ltd | 5,617 | $1.32M | 0.10% | +5,617 | New |
| Gen-Wealth Partners Inc | 5,278 | $1.32M | 0.58% | −128−2.4% | Reduced |
| Trust Co of Vermont | 5,644 | $1.32M | 0.07% | −121−2.1% | Reduced |
| Institute for Wealth Management, LLC. | 5,650 | $1.32M | 0.17% | −201−3.4% | Reduced |
| Dynamic Advisor Solutions LLC | 5,657 | $1.32M | 0.04% | +180+3.3% | Added |
| Machina Capital S.A.S. | 5,665 | $1.33M | 0.53% | +5,665 | New |
| Pensionfund Sabic | 5,700 | $1.33M | 0.42% | −1,000−14.9% | Reduced |
| Kingswood Wealth Advisors, LLC | 5,767 | $1.35M | 0.10% | +271+4.9% | Added |
| Elmwood Wealth Management, Inc. | 5,783 | $1.35M | 0.56% | −33−0.6% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 5,900 | $1.38M | 0.09% | +71+1.2% | Added |
| Sumitomo Life Insurance Co | 5,925 | $1.39M | 0.03% | +160+2.8% | Added |
| Bayesian Capital Management, LP | 5,931 | $1.39M | 0.16% | +5,931 | New |
| NJ State Employees Deferred Compensation Plan | 5,943 | $1.39M | 0.17% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 5,957 | $1.39M | 0.22% | +17+0.3% | Added |
| Tokio Marine Asset Management Co Ltd | 5,966 | $1.40M | 0.06% | +396+7.1% | Added |
| Scientech Research LLC | 5,992 | $1.40M | 0.28% | −6,011−50.1% | Reduced |
| JT Stratford LLC | 5,995 | $1.40M | 0.24% | −84−1.4% | Reduced |
| MB, Levis & Associates, LLC | 6,022 | $1.41M | 0.70% | +8+0.1% | Added |
| Seven Eight Capital, LP | 6,046 | $1.42M | 0.13% | +6,046 | New |
| Old National Bancorp | 6,072 | $1.42M | 0.03% | −887−12.7% | Reduced |