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 |
|---|---|---|---|---|---|
| Simon Quick Advisors, LLC | 1,421 | $332.7K | 0.02% | +58+4.3% | Added |
| Fiduciary Financial Group, LLC | 1,441 | $331.9K | 0.08% | +50+3.6% | Added |
| Knollwood Investment Advisory, LLC | 1,412 | $330.6K | 0.04% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 1,409 | $329.8K | 0.01% | +78+5.9% | Added |
| Calamos Wealth Management LLC | 1,401 | $328.0K | 0.02% | +59+4.4% | Added |
| Farmers & Merchants Trust Co of Long Beach | 1,394 | $326.4K | 0.08% | 00.0% | Unchanged |
| Dearborn Partners LLC | 1,387 | $324.8K | 0.01% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 1,385 | $324.2K | 0.01% | +180+14.9% | Added |
| Henrickson Nauta Wealth Advisors, Inc. | 1,384 | $324.0K | 0.13% | +14+1.0% | Added |
| Busey Wealth Management | 1,383 | $323.8K | 0.01% | −307−18.2% | Reduced |
| Baron Wealth Management LLC | 1,379 | $322.9K | 0.16% | +383+38.5% | Added |
| Investors Research Corp | 1,379 | $322.9K | 0.07% | −293−17.5% | Reduced |
| BLB&B Advisors, LLC | 1,377 | $322.4K | 0.02% | −125−8.3% | Reduced |
| Windsor Capital Management, LLC | 1,376 | $322.1K | 0.09% | −114−7.7% | Reduced |
| Cobblestone Capital Advisors LLC | 1,374 | $321.7K | 0.02% | +217+18.8% | Added |
| Simmons Bank | 1,365 | $319.6K | 0.02% | −538−28.3% | Reduced |
| New Hampshire Trust | 1,355 | $317.2K | 0.07% | −50−3.6% | Reduced |
| Great Waters Wealth Management | 1,353 | $316.9K | 0.04% | +3+0.2% | Added |
| Advisor OS, LLC | 1,345 | $315.0K | 0.03% | +51+3.9% | Added |
| First Nebraska Trust Co | 1,345 | $314.9K | 0.03% | 00.0% | Unchanged |
| Adviser Investments LLC | 1,345 | $314.9K | 0.00% | +4+0.3% | Added |
| United Advisor Group, LLC | 1,338 | $313.3K | 0.07% | +1,338 | New |
| Wealthcare Advisory Partners LLC | 1,335 | $312.6K | 0.01% | −179−11.8% | Reduced |
| Naples Money Management LLC | 1,335 | $312.6K | 0.26% | −1−0.1% | Reduced |
| TrinityPoint Wealth, LLC | 1,335 | $312.4K | 0.04% | +1+0.1% | Added |
| Strategic Financial Services, Inc, | 1,332 | $311.8K | 0.02% | 00.0% | Unchanged |
| First Affirmative Financial Network | 1,331 | $311.5K | 0.17% | −793−37.3% | Reduced |
| Quent Capital, LLC | 1,320 | $309.8K | 0.03% | −56−4.1% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 1,323 | $309.7K | 0.07% | +5+0.4% | Added |
| Old Port Advisors | 1,319 | $308.8K | 0.09% | −8−0.6% | Reduced |
| Inscription Capital, LLC | 1,317 | $308.4K | 0.05% | +6+0.5% | Added |
| Five Oceans Advisors | 1,313 | $307.4K | 0.15% | −29−2.2% | Reduced |
| Monument Capital Management | 1,310 | $306.8K | 0.08% | +39+3.1% | Added |
| Wealth Effects LLC | 1,306 | $305.9K | 0.11% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 1,304 | $305.3K | 0.11% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,296 | $303.4K | 0.03% | −6−0.5% | Reduced |
| Eagle Ridge Investment Management | 1,291 | $302.2K | 0.03% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 1,286 | $301.1K | 0.05% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,280 | $299.7K | 0.03% | −39−3.0% | Reduced |
| Peoples Bank | 1,270 | $297.3K | 0.15% | −560−30.6% | Reduced |
| Arkadios Wealth Advisors | 1,255 | $293.9K | 0.02% | −15−1.2% | Reduced |
| Skopos Labs, Inc. | 1,255 | $293.8K | 0.10% | +46+3.8% | Added |
| Slocum, Gordon & Co LLP | 1,250 | $292.6K | 0.12% | 00.0% | Unchanged |
| Advisors Management Group Inc | 1,248 | $292.0K | 0.07% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,244 | $291.3K | 0.14% | −24−1.9% | Reduced |
| NDVR, Inc. | 1,226 | $289.5K | 0.30% | +169+16.0% | Added |
| Santori & Peters | 1,236 | $289.4K | 0.11% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 1,234 | $288.9K | 0.02% | 00.0% | Unchanged |
| SPC Financial, Inc. | 1,232 | $288.4K | 0.03% | +2+0.2% | Added |
| Mayfair Advisory Group, LLC | 1,220 | $288.2K | 0.18% | −11−0.9% | Reduced |
| Liberty Capital Management, Inc. | 1,230 | $288.0K | 0.06% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 1,228 | $287.5K | 0.14% | −155−11.2% | Reduced |
| Sage Rhino Capital LLC | 1,227 | $287.3K | 0.06% | +3+0.2% | Added |
| Wealth Architects, LLC | 1,223 | $286.4K | 0.03% | +10+0.8% | Added |
| Exchange Bank | 1,223 | $286.3K | 0.23% | +1,223 | New |
| Central Pacific Bank - Trust Division | 1,218 | $285.2K | 0.04% | +57+4.9% | Added |
| Laffer Tengler Investments | 1,217 | $284.9K | 0.06% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,215 | $284.6K | 0.01% | −33−2.6% | Reduced |
| Ariston Services Group | 1,215 | $284.5K | 0.25% | 00.0% | Unchanged |
| Earnest Partners LLC | 1,214 | $284.2K | 0.00% | −46−3.7% | Reduced |
| CRA Financial Services, LLC | 1,214 | $284.2K | 0.05% | −1−0.1% | Reduced |
| AE Wealth Management LLC | 1,212 | $283.9K | 0.00% | −782−39.2% | Reduced |
| Apella Capital, LLC | 1,202 | $282.5K | 0.01% | +11+0.9% | Added |
| Capstone Investment Advisors, LLC | 1,200 | $280.9K | 0.01% | −2,000−62.5% | Reduced |
| Builder Investment Group Inc | 1,200 | $280.9K | 0.08% | 00.0% | Unchanged |
| Cape Ann Savings Bank | 1,200 | $280.9K | 0.16% | 00.0% | Unchanged |
| Sym Financial Corp | 1,200 | $280.9K | 0.04% | +122+11.3% | Added |
| Catalyst Funds Management Pty Ltd | 1,200 | $280.9K | 0.06% | +1,200 | New |
| Means Investment Co., Inc. | 1,198 | $280.4K | 0.03% | +1+0.1% | Added |
| Legacy Trust | 1,194 | $279.5K | 0.06% | +143+13.6% | Added |
| Caldwell Trust Co | 1,188 | $278.1K | 0.03% | −107−8.3% | Reduced |
| Avestar Capital, LLC | 1,169 | $273.7K | 0.03% | +28+2.5% | Added |
| Rathbone Brothers plc | 1,166 | $273.0K | 0.00% | −342−22.7% | Reduced |
| Mach-1 Financial Group, Inc. | 1,164 | $272.5K | 0.17% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 1,161 | $272.0K | 0.22% | −124−9.6% | Reduced |
| St Germain D J Co Inc | 1,161 | $271.8K | 0.01% | −3−0.3% | Reduced |
| Wealthspan Partners, LLC | 1,161 | $271.8K | 0.13% | −2−0.2% | Reduced |
| Sippican Capital Advisors | 1,161 | $271.8K | 0.19% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 1,156 | $270.9K | 0.01% | −19−1.6% | Reduced |
| Onyx Bridge Wealth Group LLC | 1,156 | $270.6K | 0.04% | +1+0.1% | Added |
| Harbour Investments, Inc. | 1,151 | $269.5K | 0.01% | −5−0.4% | Reduced |
| Everpar Advisors LLC | 1,147 | $268.5K | 0.14% | −54−4.5% | Reduced |
| EagleClaw Capital Managment, LLC | 1,146 | $268.3K | 0.04% | 00.0% | Unchanged |
| Willner & Heller, LLC | 1,146 | $268.3K | 0.24% | +45+4.1% | Added |
| Global Trust Asset Management, LLC | 1,138 | $266.4K | 0.10% | +751+194.1% | Added |
| Capital Advisory Group Advisory Services, LLC | 1,132 | $265.0K | 0.11% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 1,125 | $263.4K | 0.07% | +1,125 | New |
| JFS Wealth Advisors, LLC | 1,119 | $261.9K | 0.02% | −207−15.6% | Reduced |
| Sloy Dahl & Holst, LLC | 1,114 | $260.8K | 0.04% | −138−11.0% | Reduced |
| Catalyst Financial Partners LLC | 1,114 | $260.8K | 0.05% | −33−2.9% | Reduced |
| New Potomac Partners, LLC | 1,109 | $259.6K | 0.13% | −75−6.3% | Reduced |
| Anchor Investment Management, LLC | 1,109 | $259.6K | 0.02% | −44−3.8% | Reduced |
| Farmers & Merchants Investments Inc | 1,108 | $259.4K | 0.01% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 1,006 | $258.9K | 0.03% | +1,006 | New |
| Voya Financial Advisors, Inc. | 1,096 | $258.8K | 0.03% | +67+6.5% | Added |
| Morningstar Investment Services LLC | 1,091 | $258.0K | 0.00% | +1,091 | New |
| Blume Capital Management, Inc. | 1,100 | $257.5K | 0.06% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 1,088 | $254.7K | 0.01% | −14−1.3% | Reduced |
| Alpha DNA Investment Management LLC | 1,085 | $254.0K | 0.14% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 1,084 | $253.8K | 0.10% | +1,084 | New |