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 |
|---|---|---|---|---|---|
| Paces Ferry Wealth Advisors, LLC | 891 | $208.6K | 0.12% | −112−11.2% | Reduced |
| Lodestar Private Asset Management LLC | 880 | $206.0K | 0.03% | +880 | New |
| Main Street Financial Solutions, LLC | 879 | $205.9K | 0.02% | −209−19.2% | Reduced |
| Emerald Advisors, LLC | 775 | $205.6K | 0.03% | +775 | New |
| Spears Abacus Advisors LLC | 878 | $205.6K | 0.00% | +878 | New |
| Crestmont Private Wealth LLC | 878 | $205.6K | 0.09% | +878 | New |
| Family Firm, Inc. | 877 | $205.4K | 0.04% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 877 | $205.3K | 0.04% | +877 | New |
| Carr Financial Group Corp | 876 | $205.1K | 0.06% | −642−42.3% | Reduced |
| Fairfield, Bush & Co. | 876 | $205.1K | 0.12% | +876 | New |
| Somerset Trust Co | 873 | $204.4K | 0.08% | +873 | New |
| GYL Financial Synergies, LLC | 873 | $204.3K | 0.02% | +873 | New |
| United Asset Strategies, Inc. | 872 | $204.2K | 0.02% | +872 | New |
| Lebenthal Global Advisors, LLC | 871 | $203.9K | 0.04% | +871 | New |
| Allianz SE | 870 | $203.7K | 0.01% | 00.0% | Unchanged |
| Security National Bank of So Dak | 870 | $203.7K | 0.11% | +870 | New |
| GeoWealth Management, LLC | 868 | $203.2K | 0.01% | −102−10.5% | Reduced |
| Personal Cfo Solutions, LLC | 868 | $203.1K | 0.03% | +868 | New |
| Naviter Wealth, LLC | 866 | $202.7K | 0.03% | +866 | New |
| Valtinson Bruner Financial Planning LLC | 863 | $202.1K | 0.07% | +863 | New |
| Tilia Fiduciary Partners, Inc. | 861 | $201.6K | 0.14% | +861 | New |
| Salem Investment Counselors Inc | 861 | $201.6K | 0.01% | +22+2.6% | Added |
| Retirement Planning Group | 861 | $201.6K | 0.01% | +861 | New |
| Pflug Koory, LLC | 860 | $201.3K | 0.10% | +860 | New |
| First Community Trust NA | 845 | $197.8K | 0.16% | 00.0% | Unchanged |
| Horizons Wealth Management | 843 | $197.4K | 0.15% | −24−2.8% | Reduced |
| State of Wyoming | 837 | $196.0K | 0.03% | −311−27.1% | Reduced |
| Global Financial Private Client, LLC | 834 | $195.3K | 0.08% | 00.0% | Unchanged |
| Valley National Advisers Inc | 829 | $194.0K | 0.04% | −31−3.6% | Reduced |
| Eagle Bay Advisors LLC | 808 | $189.2K | 0.07% | +168+26.3% | Added |
| Addison Advisors LLC | 802 | $187.8K | 0.05% | +345+75.5% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 797 | $186.6K | 0.05% | −1−0.1% | Reduced |
| CNB Bank | 794 | $185.9K | 0.09% | 00.0% | Unchanged |
| Leonteq Securities AG | 785 | $183.8K | 0.02% | −257−24.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 700 | $179.5K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 759 | $177.7K | 0.02% | +219+40.6% | Added |
| Citizens National Bank Trust Department | 750 | $175.6K | 0.04% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 747 | $174.9K | 0.05% | +4+0.5% | Added |
| Field & Main Bank | 743 | $174.0K | 0.06% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 743 | $173.9K | 0.02% | +3+0.4% | Added |
| USA Financial Portformulas Corp | 729 | $170.7K | 0.03% | +729 | New |
| Alta Advisers Ltd | 700 | $163.9K | 0.07% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 687 | $160.8K | 0.25% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 679 | $159.0K | 0.14% | 00.0% | Unchanged |
| Clean Yield Group | 671 | $157.1K | 0.05% | +21+3.2% | Added |
| EverSource Wealth Advisors, LLC | 670 | $156.8K | 0.01% | +11+1.7% | Added |
| Ashton Thomas Securities, LLC | 668 | $156.4K | 0.03% | +668 | New |
| Bruce G. Allen Investments, LLC | 653 | $152.9K | 0.12% | +1+0.2% | Added |
| Cromwell Holdings LLC | 631 | $147.7K | 0.09% | 00.0% | Unchanged |
| Adirondack Trust Co | 630 | $147.5K | 0.06% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 628 | $147.0K | 0.12% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 617 | $144.4K | 0.05% | +2+0.3% | Added |
| GPS Wealth Strategies Group, LLC | 613 | $143.6K | 0.02% | 00.0% | Unchanged |
| Estabrook Capital Management | 610 | $142.8K | 0.02% | −3−0.5% | Reduced |
| Bray Capital Advisors | 596 | $139.5K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 574 | $134.4K | 0.07% | −25−4.2% | Reduced |
| Massmutual Trust Co FSB | 562 | $131.6K | 0.00% | −94−14.3% | Reduced |
| Brown Brothers Harriman & Co | 561 | $131.3K | 0.00% | +149+36.2% | Added |
| Financial Freedom, LLC | 542 | $127.0K | 0.07% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 536 | $125.5K | 0.05% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 527 | $123.0K | 0.01% | +492+1,405.7% | Added |
| Rocky Mountain Advisers, LLC | 515 | $120.6K | 0.04% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 509 | $119.1K | 0.04% | +509 | New |
| Indiana Trust & Investment Management CO | 507 | $118.7K | 0.04% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 500 | $117.1K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 500 | $117.1K | 0.05% | 00.0% | Unchanged |
| City Holding Co | 471 | $110.3K | 0.02% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 469 | $109.8K | 0.00% | 00.0% | Unchanged |
| S.A. Mason LLC | 465 | $108.9K | 0.06% | +465 | New |
| Atlas Capital Advisors LLC | 460 | $107.7K | 0.02% | +47+11.4% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 432 | $101.1K | 0.03% | +6+1.4% | Added |
| Old Point Trust & Financial Services N A | 420 | $98.3K | 0.04% | 00.0% | Unchanged |
| Tobam | 415 | $97.0K | 0.02% | +415 | New |
| CVA Family Office, LLC | 413 | $96.7K | 0.02% | +4+1.0% | Added |
| Grove Bank & Trust | 409 | $95.8K | 0.01% | −1,036−71.7% | Reduced |
| Harbor Investment Advisory, LLC | 398 | $93.2K | 0.01% | −2−0.5% | Reduced |
| ORG Partners LLC | 383 | $89.7K | 0.01% | −643−62.7% | Reduced |
| IMA Wealth, Inc. | 379 | $88.7K | 0.02% | +379 | New |
| Trifecta Capital Advisors, LLC | 372 | $87.1K | 0.02% | 00.0% | Unchanged |
| Hemington Wealth Management | 354 | $87.0K | 0.02% | +354 | New |
| First United Bank Trust | 364 | $85.2K | 0.03% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 364 | $85.2K | 0.02% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 330 | $84.7K | 0.01% | +303+1,122.2% | Added |
| Reuter James Wealth Management, LLC | 359 | $84.0K | 0.02% | +359 | New |
| First Financial Corp | 351 | $82.2K | 0.04% | 00.0% | Unchanged |
| Rogco, LP | 343 | $80.3K | 0.03% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 343 | $80.3K | 0.01% | +1+0.3% | Added |
| Crewe Advisors LLC | 338 | $79.1K | 0.01% | −16−4.5% | Reduced |
| Valued Wealth Advisors LLC | 331 | $77.5K | 0.05% | +21+6.8% | Added |
| RE Dickinson Investment Advisors, LLC | 325 | $76.1K | 0.04% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 323 | $75.6K | 0.02% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 322 | $75.4K | 0.03% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 321 | $75.2K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 311 | $73.0K | 0.05% | +1+0.3% | Added |
| Venturi Wealth Management, LLC | 311 | $72.8K | 0.00% | +2+0.6% | Added |
| Peoples Financial Services Corp. | 309 | $72.3K | 0.03% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 309 | $72.3K | 0.02% | +1+0.3% | Added |
| Kennebec Savings Bank | 308 | $72.1K | 0.07% | +308 | New |
| Northwest Bank & Trust Co | 308 | $72.1K | 0.05% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 308 | $72.0K | 0.01% | +3+1.0% | Added |