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 |
|---|---|---|---|---|---|
| Childress Capital Advisors, LLC | 1,077 | $252.1K | 0.07% | −8−0.7% | Reduced |
| Humankind Investments LLC | 1,072 | $251.0K | 0.09% | +65+6.5% | Added |
| Baxter Bros Inc | 1,071 | $250.8K | 0.03% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 1,069 | $250.3K | 0.02% | 00.0% | Unchanged |
| Centennial Bank | 1,066 | $249.6K | 0.11% | 00.0% | Unchanged |
| Key Financial Inc | 1,065 | $249.3K | 0.06% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 1,065 | $249.3K | 0.01% | +1,065 | New |
| Marino, Stram & Associates LLC | 1,061 | $248.3K | 0.06% | −74−6.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,060 | $248.2K | 0.03% | −16−1.5% | Reduced |
| Pettee Investors, Inc. | 1,059 | $247.9K | 0.12% | 00.0% | Unchanged |
| Westpac Banking Corp | 1,047 | $245.1K | 0.02% | 00.0% | Unchanged |
| Jarislowsky, Fraser Ltd | 1,043 | $244.2K | 0.00% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 1,039 | $243.0K | 0.03% | −31−2.9% | Reduced |
| Legacy Financial Advisors, Inc. | 1,037 | $242.8K | 0.04% | +1,037 | New |
| Bragg Financial Advisors, Inc | 1,036 | $242.5K | 0.01% | +1,036 | New |
| Fukoku Mutual Life Insurance Co | 1,036 | $242.5K | 0.02% | 00.0% | Unchanged |
| Greenup Street Wealth Management LLC | 1,033 | $242.0K | 0.05% | +18+1.8% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,032 | $241.6K | 0.00% | −1,985−65.8% | Reduced |
| Trust Point Inc. | 1,031 | $241.4K | 0.02% | −175−14.5% | Reduced |
| New Wave Wealth Advisors LLC | 1,029 | $240.9K | 0.11% | +8+0.8% | Added |
| Heritage Oak Wealth Advisors LLC | 1,029 | $240.9K | 0.11% | +1,029 | New |
| HCR Wealth Advisors | 1,023 | $239.5K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,022 | $239.3K | 0.01% | +828+426.8% | Added |
| Wedgewood Investors Inc | 1,020 | $238.8K | 0.26% | 00.0% | Unchanged |
| Callan Capital, LLC | 1,014 | $237.4K | 0.02% | +1,014 | New |
| Obermeyer Wood Investment Counsel, LLLP | 1,013 | $237.2K | 0.01% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 1,013 | $237.2K | 0.07% | 00.0% | Unchanged |
| Breakwater Capital Group | 1,013 | $237.2K | 0.05% | +1,013 | New |
| Patten & Patten Inc | 1,012 | $237.0K | 0.02% | −50−4.7% | Reduced |
| Chicago Trust Co NA | 1,009 | $236.2K | 0.04% | +1,009 | New |
| Baader Bank INC | 1,012 | $235.6K | 0.02% | −30−2.9% | Reduced |
| Templeton & Phillips Capital Management, LLC | 1,005 | $235.3K | 0.18% | 00.0% | Unchanged |
| Next Capital Management LLC | 1,004 | $235.1K | 0.10% | −3−0.3% | Reduced |
| Quantum Financial Advisors, LLC | 1,001 | $234.4K | 0.04% | 00.0% | Unchanged |
| McLean Asset Management Corp | 992 | $234.2K | 0.07% | +7+0.7% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 1,000 | $234.1K | 0.02% | 00.0% | Unchanged |
| Legal Advantage Investments, Inc. | 1,000 | $234.1K | 0.13% | 00.0% | Unchanged |
| Red Wave Investments LLC | 1,000 | $234.1K | 0.08% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 1,000 | $234.1K | 0.02% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 1,000 | $234.1K | 0.10% | 00.0% | Unchanged |
| Sageworth Trust Co | 998 | $233.7K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 996 | $233.0K | 0.10% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 997 | $233.0K | 0.21% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 994 | $232.8K | 0.02% | −384−27.9% | Reduced |
| Financial Council Asset Management Inc | 994 | $232.7K | 0.12% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 993 | $232.5K | 0.03% | +993 | New |
| Legacy Edge Advisors, LLC | 992 | $232.2K | 0.04% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 992 | $232.1K | 0.04% | +3+0.3% | Added |
| SFMG, LLC | 986 | $230.8K | 0.02% | −183−15.7% | Reduced |
| Sovereign Financial Group, Inc. | 986 | $230.8K | 0.05% | −2−0.2% | Reduced |
| Global Strategic Investment Solutions, LLC | 985 | $230.6K | 0.03% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 984 | $230.4K | 0.02% | +984 | New |
| Perpetual Ltd | 984 | $230.4K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 975 | $228.3K | 0.01% | −97−9.0% | Reduced |
| Financial Advocates Investment Management | 975 | $228.2K | 0.01% | +975 | New |
| Aprio Wealth Management, LLC | 974 | $228.1K | 0.04% | +974 | New |
| CPA Asset Management LLC | 970 | $227.1K | 0.11% | +970 | New |
| Washington Trust Co | 970 | $227.1K | 0.01% | −57−5.6% | Reduced |
| Ti-Trust, Inc | 970 | $227.1K | 0.16% | +970 | New |
| Hudson Portfolio Management LLC | 965 | $225.9K | 0.22% | +965 | New |
| Winton Group Ltd | 964 | $225.7K | 0.02% | +964 | New |
| CenterStar Asset Management, LLC | 962 | $225.3K | 0.34% | +962 | New |
| Wealth Quarterback LLC | 962 | $225.3K | 0.12% | −23−2.3% | Reduced |
| Aaron Wealth Advisors | 961 | $225.0K | 0.03% | +961 | New |
| Tortoise Investment Management, LLC | 960 | $224.8K | 0.02% | −4−0.4% | Reduced |
| Great Diamond Partners, LLC | 960 | $224.8K | 0.06% | −1,476−60.6% | Reduced |
| Gateway Advisory, LLC | 952 | $222.8K | 0.04% | −351−26.9% | Reduced |
| Logan Capital Management Inc | 950 | $222.4K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 949 | $222.2K | 0.04% | 00.0% | Unchanged |
| Gries Financial LLC | 949 | $222.2K | 0.04% | +949 | New |
| 9258 Wealth Management, LLC | 948 | $221.9K | 0.03% | −89−8.6% | Reduced |
| Focused Wealth Management, Inc | 947 | $221.6K | 0.03% | +947 | New |
| Edmp, Inc. | 945 | $221.2K | 0.18% | +945 | New |
| Fisher Asset Management, LLC | 944 | $221.2K | 0.00% | −522−35.6% | Reduced |
| Brendel Financial Advisors LLC | 944 | $221.0K | 0.13% | +944 | New |
| Zacks Investment Management | 943 | $220.8K | 0.00% | +943 | New |
| One Wealth Advisors, LLC | 943 | $220.8K | 0.03% | −29−3.0% | Reduced |
| Castle Rock Wealth Management, LLC | 958 | $219.1K | 0.05% | −214−18.3% | Reduced |
| Penn Davis McFarland Inc | 933 | $218.4K | 0.02% | +933 | New |
| Tritonpoint Wealth, LLC | 919 | $217.0K | 0.02% | +919 | New |
| Secured Retirement Advisors, LLC | 926 | $216.8K | 0.16% | +926 | New |
| Community Financial Services Group, LLC | 918 | $214.9K | 0.04% | +918 | New |
| MV Capital Management, Inc. | 916 | $214.5K | 0.02% | −58−6.0% | Reduced |
| BNC Wealth Management, LLC | 916 | $214.4K | 0.08% | +916 | New |
| Convergence Investment Partners, LLC | 915 | $214.3K | 0.06% | +915 | New |
| Highland Capital Management, LLC | 915 | $214.2K | 0.01% | +915 | New |
| Ironwood Financial, llc | 911 | $213.3K | 0.04% | +911 | New |
| Narus Financial Partners, LLC | 910 | $213.0K | 0.08% | +910 | New |
| Madrona Financial Services, LLC | 909 | $212.8K | 0.06% | +909 | New |
| Wolverine Trading, LLC | 901 | $212.7K | 0.01% | +901 | New |
| Cahill Financial Advisors Inc | 908 | $212.6K | 0.03% | −92−9.2% | Reduced |
| Ground Swell Capital, LLC | 908 | $212.6K | 0.30% | +908 | New |
| Prosperity Consulting Group, LLC | 907 | $212.3K | 0.02% | +907 | New |
| First Financial Bank - Trust Division | 906 | $212.1K | 0.02% | −132−12.7% | Reduced |
| L2 Asset Management, LLC | 905 | $211.9K | 0.06% | +905 | New |
| Alera Investment Advisors, LLC | 898 | $210.2K | 0.02% | +898 | New |
| D L Carlson Investment Group Inc | 898 | $210.2K | 0.04% | +898 | New |
| Linscomb & Williams, Inc. | 896 | $209.7K | 0.01% | +896 | New |
| Confluence Wealth Services, Inc. | 894 | $209.3K | 0.02% | +894 | New |
| Valmark Advisers, Inc. | 892 | $208.8K | 0.00% | +892 | New |