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; 1,868 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 | 1,868 | $61.0B |
| Q1 2026 | 1,804 | $52.1B |
| Q4 2025 | 1,779 | $53.8B |
| Q3 2025 | 1,680 | $51.9B |
| Q2 2025 | 1,638 | $50.7B |
| Q1 2025 | 1,644 | $49.8B |
| Q4 2024 | 1,589 | $45.6B |
| Q3 2024 | 1,470 | $44.0B |
| Q2 2024 | 1,414 | $38.8B |
| Q1 2024 | 1,451 | $43.6B |
| Q4 2023 | 1,333 | $36.0B |
| Q3 2023 | 1,259 | $30.5B |
| Q2 2023 | 1,287 | $32.5B |
| Q1 2023 | 1,269 | $32.3B |
| Q4 2022 | 1,303 | $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 |
|---|---|---|---|---|---|
| Cahaba Wealth Management, Inc. | 1,853 | $433.8K | 0.04% | +7+0.4% | Added |
| Donaldson Capital Management, LLC | 1,848 | $432.7K | 0.02% | +1+0.1% | Added |
| Aster Capital Management (DIFC) Ltd | 1,843 | $431.5K | 0.09% | +1,843 | New |
| Sterling Capital Management LLC | 1,840 | $430.8K | 0.01% | +1,840 | New |
| Modera Wealth Management, LLC | 1,838 | $430.4K | 0.01% | +22+1.2% | Added |
| Central Valley Advisors, LLC | 1,830 | $428.5K | 0.24% | +1,830 | New |
| Chicago Partners Investment Group LLC | 1,664 | $428.1K | 0.02% | +318+23.6% | Added |
| Mountain Pacific Investment Advisers Inc | 1,820 | $426.1K | 0.03% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 1,814 | $424.7K | 0.08% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 1,807 | $423.0K | 0.21% | +41+2.3% | Added |
| Parkside Financial Bank & Trust | 1,805 | $422.6K | 0.06% | −20−1.1% | Reduced |
| Clarius Group, LLC | 1,794 | $419.1K | 0.03% | −34−1.9% | Reduced |
| Dana Investment Advisors, Inc. | 1,784 | $417.7K | 0.01% | −100−5.3% | Reduced |
| Sawgrass Asset Management LLC | 1,782 | $417.2K | 0.04% | −158−8.1% | Reduced |
| Summit Financial, LLC | 1,780 | $416.7K | 0.02% | −17−0.9% | Reduced |
| Drive Wealth Management, LLC | 1,760 | $412.2K | 0.11% | −11−0.6% | Reduced |
| Global Retirement Partners, LLC | 1,759 | $411.7K | 0.01% | +63+3.7% | Added |
| Unigestion Holding SA | 1,758 | $411.6K | 0.02% | −33,812−95.1% | Reduced |
| Stegent Equity Advisors, Inc. | 1,752 | $410.2K | 0.45% | −141−7.4% | Reduced |
| PDS Planning, Inc | 1,750 | $409.7K | 0.04% | +30+1.7% | Added |
| AdvisorNet Financial, Inc | 1,748 | $409.2K | 0.03% | −265−13.2% | Reduced |
| Nwam LLC | 1,746 | $408.8K | 0.02% | −86−4.7% | Reduced |
| Verdad Advisers, LP | 1,744 | $408.3K | 0.55% | −1,086−38.4% | Reduced |
| Walleye Capital LLC | 1,740 | $407.4K | 0.00% | +1,740 | New |
| BFSG, LLC | 1,739 | $407.1K | 0.05% | 00.0% | Unchanged |
| Quest Partners LLC | 1,737 | $406.7K | 0.04% | −1,813−51.1% | Reduced |
| Gsa Capital Partners LLP | 1,734 | $406.0K | 0.03% | −974−36.0% | Reduced |
| Smartleaf Asset Management LLC | 1,717 | $405.4K | 0.05% | +928+117.6% | Added |
| Ontario Teachers Pension Plan Board | 1,729 | $404.8K | 0.00% | +1,729 | New |
| 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 |
| Evermay Wealth Management LLC | 1,720 | $402.7K | 0.06% | −50−2.8% | Reduced |
| Moneta Group Investment Advisors LLC | 1,718 | $402.2K | 0.01% | +315+22.5% | Added |
| Symphony Financial, Ltd. Co. | 11,831 | $399.1K | 0.07% | +11,831 | New |
| Mechanics Bank Trust Department | 1,700 | $398.0K | 0.05% | −100−5.6% | Reduced |
| Neville Rodie & Shaw Inc | 1,700 | $398.0K | 0.03% | 00.0% | Unchanged |
| Univest Financial Corp | 1,695 | $396.9K | 0.03% | +1,695 | New |
| Advisors Capital Management, LLC | 1,686 | $395.0K | 0.01% | +48+2.9% | Added |
| Destination Wealth Management | 1,687 | $394.9K | 0.01% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 1,685 | $394.5K | 0.01% | +4+0.2% | Added |
| Good Life Advisors, LLC | 1,675 | $392.0K | 0.02% | +1,675 | New |
| Thomasville National Bank | 1,670 | $391.0K | 0.03% | 00.0% | Unchanged |
| Charter Trust Co | 1,666 | $390.0K | 0.02% | 00.0% | Unchanged |
| ForthRight Wealth Management, LLC | 1,660 | $388.6K | 0.13% | −94−5.4% | Reduced |
| Glen Eagle Advisors, LLC | 1,655 | $387.5K | 0.07% | +957+137.1% | Added |
| Canandaigua National Trust Co of Florida | 1,646 | $385.4K | 0.33% | +1,646 | New |
| Oversea-Chinese Banking CORP Ltd | 1,641 | $384.2K | 0.01% | +76+4.9% | Added |
| Florida Financial Advisors, LLC | 1,637 | $383.3K | 0.20% | +1,637 | New |
| Smith, Moore & Co. | 1,635 | $382.8K | 0.04% | 00.0% | Unchanged |
| Fiduciary Group LLC | 1,633 | $382.3K | 0.04% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 1,628 | $381.2K | 0.03% | +4+0.2% | Added |
| Eubel Brady & Suttman Asset Management Inc | 1,615 | $378.0K | 0.05% | +1,615 | New |
| Schmidt P J Investment Management Inc | 1,605 | $375.8K | 0.06% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 1,603 | $375.3K | 0.03% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 1,600 | $374.6K | 0.01% | −38−2.3% | Reduced |
| West Family Investments, Inc. | 1,598 | $374.1K | 0.13% | +278+21.1% | Added |
| Csenge Advisory Group | 1,580 | $373.8K | 0.02% | +18+1.2% | Added |
| New Century Financial Group, LLC | 1,592 | $372.7K | 0.14% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 1,589 | $372.0K | 0.13% | +110+7.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,582 | $370.4K | 0.02% | +1,175+288.7% | Added |
| Somerville Kurt F | 1,575 | $368.7K | 0.06% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 1,572 | $368.0K | 0.02% | −63−3.9% | Reduced |
| Renaissance Group LLC | 1,569 | $367.3K | 0.02% | −18−1.1% | Reduced |
| Nebula Research & Development LLC | 1,568 | $367.1K | 0.04% | −10,845−87.4% | Reduced |
| Pallas Capital Advisors LLC | 1,427 | $365.9K | 0.02% | +1,427 | New |
| Burke & Herbert Bank & Trust Co | 1,562 | $365.7K | 0.09% | 00.0% | Unchanged |
| Bremer Bank National Association | 1,550 | $362.9K | 0.07% | −31−2.0% | Reduced |
| PrairieView Partners, LLC | 1,550 | $362.0K | 0.04% | 00.0% | Unchanged |
| Centiva Capital, LP | 1,545 | $361.7K | 0.02% | −6,762−81.4% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 1,531 | $358.4K | 0.26% | +1,531 | New |
| Boston Family Office LLC | 1,525 | $357.0K | 0.02% | +1,525 | New |
| Woodmont Investment Counsel LLC | 1,521 | $356.1K | 0.03% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 1,522 | $356.0K | 0.17% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 1,516 | $354.9K | 0.02% | 00.0% | Unchanged |
| G2 Capital Management, LLC | 1,516 | $354.9K | 0.10% | 00.0% | Unchanged |
| West Coast Financial LLC | 1,509 | $353.3K | 0.04% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,508 | $353.1K | 0.11% | −10−0.7% | Reduced |
| Randolph Co Inc | 1,503 | $351.9K | 0.04% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 1,499 | $350.9K | 0.12% | +42+2.9% | Added |
| All Terrain Financial Advisors, LLC | 1,495 | $350.0K | 0.13% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 1,492 | $349.4K | 0.06% | −143−8.7% | Reduced |
| Manchester Capital Management LLC | 1,490 | $348.8K | 0.04% | +38+2.6% | Added |
| Premier Path Wealth Partners, LLC | 1,485 | $347.7K | 0.05% | −33−2.2% | Reduced |
| Farmers Trust Co | 1,481 | $346.7K | 0.06% | −5−0.3% | Reduced |
| Alpine Bank Wealth Management | 1,479 | $346.3K | 0.06% | +1,479 | New |
| Intrua Financial, LLC | 1,474 | $345.1K | 0.06% | 00.0% | Unchanged |
| Colonial Trust Co | 1,466 | $343.2K | 0.05% | +8+0.5% | Added |
| MKT Advisors LLC | 1,459 | $343.0K | 0.16% | 00.0% | Unchanged |
| NBT Bank N A | 1,461 | $342.0K | 0.02% | −1−0.1% | Reduced |
| Tiemann Investment Advisors, LLC | 1,460 | $341.8K | 0.15% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 1,459 | $341.6K | 0.00% | +24+1.7% | Added |
| Engineers Gate Manager LP | 1,456 | $340.9K | 0.01% | −875−37.5% | Reduced |
| Hilltop National Bank | 1,454 | $340.4K | 0.10% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 1,453 | $340.2K | 0.04% | +1,453 | New |
| Sandy Spring Bank | 1,444 | $338.1K | 0.01% | −5−0.3% | Reduced |
| Fairhaven Wealth Management, LLC | 1,444 | $338.1K | 0.10% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 1,440 | $337.1K | 0.03% | −15,113−91.3% | Reduced |
| Oakworth Capital, Inc. | 1,440 | $337.1K | 0.02% | +34+2.4% | Added |
| Brookstone Capital Management | 1,438 | $336.6K | 0.00% | +117+8.9% | Added |
| Howard Capital Management Inc. | 1,429 | $334.6K | 0.01% | +1,429 | New |