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 |
|---|---|---|---|---|---|
| Bell Investment Advisors, Inc | 306 | $71.7K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 300 | $70.3K | 0.01% | +108+56.3% | Added |
| ORG Wealth Partners, LLC | 292 | $68.4K | 0.02% | +292 | New |
| Financial Perspectives, Inc | 290 | $67.9K | 0.02% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 288 | $67.4K | 0.01% | +41+16.6% | Added |
| Coastline Trust Co | 285 | $66.7K | 0.01% | +285 | New |
| Ridgewood Investments LLC | 283 | $66.3K | 0.03% | −143−33.6% | Reduced |
| Silvant Capital Management LLC | 279 | $65.3K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 278 | $65.1K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 276 | $64.6K | 0.01% | +50+22.1% | Added |
| Main Street Group, LTD | 254 | $59.5K | 0.02% | −65−20.4% | Reduced |
| Financial Network Wealth Advisors LLC | 253 | $59.2K | 0.05% | −1−0.4% | Reduced |
| Monetary Management Group Inc | 251 | $58.8K | 0.02% | +1+0.4% | Added |
| Battery Global Advisors, LLC | 250 | $58.5K | 0.03% | +250 | New |
| Wintrust Investments LLC | 248 | $58.0K | 0.04% | −1,925−88.6% | Reduced |
| Atwood & Palmer Inc | 238 | $55.7K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 237 | $55.5K | 0.05% | 00.0% | Unchanged |
| Motco | 231 | $54.1K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 227 | $53.1K | 0.01% | −1,000−81.5% | Reduced |
| Sit Investment Associates Inc | 226 | $53.0K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 226 | $52.9K | 0.00% | +226 | New |
| Edmond de Rothschild Holding S.A. | 221 | $51.7K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 214 | $50.1K | 0.00% | −696−76.5% | Reduced |
| Catalyst Capital Advisors LLC | 212 | $49.6K | 0.00% | +212 | New |
| Colonial Trust Advisors | 209 | $48.9K | 0.00% | +1+0.5% | Added |
| Glass Jacobson Investment Advisors llc | 205 | $48.0K | 0.02% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 205 | $48.0K | 0.02% | +1+0.5% | Added |
| MCF Advisors LLC | 204 | $47.9K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 202 | $47.3K | 0.01% | 00.0% | Unchanged |
| Vestor Capital, LLC | 200 | $47.0K | 0.00% | −82−29.1% | Reduced |
| Knights of Columbus Asset Advisors LLC | 200 | $46.8K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 200 | $46.8K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 195 | $45.7K | 0.02% | −85−30.4% | Reduced |
| Nemes Rush Group LLC | 185 | $42.6K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 175 | $41.0K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 174 | $40.7K | 0.02% | +174 | New |
| First PREMIER Bank | 170 | $40.0K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 170 | $39.8K | 0.01% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 169 | $39.6K | 0.00% | −10−5.6% | Reduced |
| Creative Financial Designs Inc | 169 | $39.5K | 0.00% | +1+0.6% | Added |
| Wolff Wiese Magana LLC | 160 | $37.5K | 0.03% | +45+39.1% | Added |
| American National Bank | 160 | $37.5K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 158 | $37.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 157 | $36.7K | 0.00% | +4+2.6% | Added |
| Flaharty Asset Management, LLC | 156 | $36.5K | 0.01% | +156 | New |
| Arlington Trust Co LLC | 152 | $35.6K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 152 | $35.6K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 151 | $35.4K | 0.02% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 150 | $35.1K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 150 | $35.1K | 0.01% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 150 | $35.1K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 149 | $34.9K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 149 | $34.9K | 0.01% | −100−40.2% | Reduced |
| Trust Co | 144 | $33.7K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 143 | $33.5K | 0.01% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 142 | $33.2K | 0.02% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 139 | $32.5K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 138 | $32.3K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 136 | $31.8K | 0.01% | +24+21.4% | Added |
| Beacon Capital Management, LLC | 133 | $31.2K | 0.00% | −1−0.7% | Reduced |
| West Branch Capital LLC | 129 | $30.2K | 0.01% | +4+3.2% | Added |
| Y.D. More Investments Ltd | 127 | $29.7K | 0.00% | +6+5.0% | Added |
| Park Place Capital Corp | 119 | $27.9K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 116 | $27.2K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 115 | $27.0K | 0.00% | +11+10.6% | Added |
| Riggs Asset Managment Co. Inc. | 115 | $26.9K | 0.01% | −3−2.5% | Reduced |
| Cassady Schiller Wealth Management, LLC | 114 | $26.7K | 0.01% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 112 | $26.2K | 0.03% | +112 | New |
| Clear Investment Research, LLC | 111 | $26.0K | 0.03% | 00.0% | Unchanged |
| Northwest Financial Advisors | 110 | $25.8K | 0.02% | +110 | New |
| New England Capital Financial Advisors LLC | 110 | $25.8K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 110 | $25.8K | 0.00% | +44+66.7% | Added |
| Luken Investment Analytics, LLC | 106 | $24.8K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 103 | $24.1K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 101 | $23.7K | 0.01% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 100 | $23.4K | 0.01% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 100 | $23.4K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 100 | $23.4K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 95 | $22.2K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 91 | $21.2K | 0.01% | +1+1.1% | Added |
| Godsey & Gibb Associates | 90 | $21.1K | 0.00% | −45−33.3% | Reduced |
| FSA Wealth Management LLC | 90 | $21.0K | 0.01% | +90 | New |
| Semmax Financial Advisors Inc. | 81 | $20.9K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 87 | $20.4K | 0.02% | +5+6.1% | Added |
| Toth Financial Advisory Corp | 85 | $19.9K | 0.00% | 00.0% | Unchanged |
| ZynergyRetirementPlanningLLC | 82 | $19.2K | 0.01% | −50−37.9% | Reduced |
| Sound Income Strategies, LLC | 80 | $18.6K | 0.00% | −429−84.3% | Reduced |
| Hobbs Group Advisors, LLC | 79 | $18.5K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 77 | $18.0K | 0.00% | +8+11.6% | Added |
| Centerpoint Advisors, LLC | 76 | $18.0K | 0.01% | +23+43.4% | Added |
| TruNorth Capital Management, LLC | 76 | $17.8K | 0.01% | +16+26.7% | Added |
| Financial Management Professionals, Inc. | 73 | $17.0K | 0.00% | +10+15.9% | Added |
| SOA Wealth Advisors, LLC. | 72 | $16.9K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 69 | $16.2K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 68 | $15.9K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 67 | $15.7K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 65 | $15.2K | 0.01% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 65 | $15.2K | 0.00% | +65 | New |
| Sachetta, LLC | 64 | $15.0K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 60 | $14.0K | 0.00% | 00.0% | Unchanged |