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; 1,869 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 | 1,869 | $61.0B |
| Q1 2026 | 1,805 | $52.1B |
| Q4 2025 | 1,780 | $53.8B |
| Q3 2025 | 1,681 | $51.9B |
| Q2 2025 | 1,639 | $50.7B |
| Q1 2025 | 1,645 | $49.8B |
| Q4 2024 | 1,590 | $45.6B |
| Q3 2024 | 1,471 | $44.0B |
| Q2 2024 | 1,415 | $38.8B |
| Q1 2024 | 1,452 | $43.6B |
| Q4 2023 | 1,334 | $36.0B |
| Q3 2023 | 1,260 | $30.5B |
| Q2 2023 | 1,288 | $32.5B |
| Q1 2023 | 1,270 | $32.3B |
| Q4 2022 | 1,304 | $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 |
|---|---|---|---|---|---|
| Focus Financial Network, Inc. | 8,247 | $1.93M | 0.08% | +147+1.8% | Added |
| Accredited Investors Inc. | 8,224 | $1.93M | 0.11% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 8,208 | $1.92M | 0.40% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 8,156 | $1.91M | 0.02% | −238−2.8% | Reduced |
| Edgestream Partners, L.P. | 8,152 | $1.91M | 0.08% | +8,152 | New |
| WBH Advisory Inc | 8,145 | $1.91M | 0.18% | −511−5.9% | Reduced |
| Dakota Wealth Management | 8,140 | $1.91M | 0.04% | −196−2.4% | Reduced |
| Empirical Finance, LLC | 8,067 | $1.89M | 0.11% | +163+2.1% | Added |
| Jacobi Capital Management LLC | 8,022 | $1.88M | 0.14% | +540+7.2% | Added |
| Ancora Advisors, LLC | 8,001 | $1.87M | 0.04% | +10+0.1% | Added |
| Capital Wealth Planning, LLC | 8,000 | $1.87M | 0.02% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 7,997 | $1.87M | 0.17% | −25−0.3% | Reduced |
| Ossiam | 7,990 | $1.87M | 0.04% | −480−5.7% | Reduced |
| FRG Family Wealth Advisors LLC | 7,900 | $1.85M | 0.33% | 00.0% | Unchanged |
| Profund Advisors LLC | 7,883 | $1.85M | 0.07% | +432+5.8% | Added |
| Community Bank, N.A. | 7,840 | $1.84M | 0.23% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 7,833 | $1.83M | 0.09% | +133+1.7% | Added |
| Hilltop Holdings Inc. | 7,820 | $1.83M | 0.12% | +1,842+30.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 7,753 | $1.82M | 0.04% | +5,721+281.5% | Added |
| iA Global Asset Management Inc. | 7,746 | $1.81M | 0.03% | +514+7.1% | Added |
| Choate Investment Advisors | 7,713 | $1.81M | 0.05% | −94−1.2% | Reduced |
| Paradigm Asset Management Co LLC | 7,700 | $1.80M | 0.47% | 00.0% | Unchanged |
| Lido Advisors, LLC | 924,651 | $1.78M | 0.01% | +919,484+17,795.3% | Added |
| Academy Capital Management Inc | 7,552 | $1.77M | 0.31% | 00.0% | Unchanged |
| Lighthouse Investment Partners, LLC | 7,526 | $1.76M | 0.10% | +7,526 | New |
| Benin Management CORP | 7,513 | $1.76M | 0.49% | 00.0% | Unchanged |
| Toroso Investments, LLC | 7,430 | $1.74M | 0.02% | +2,225+42.7% | Added |
| Beacon Financial Group | 7,361 | $1.72M | 0.19% | −425−5.5% | Reduced |
| David Loasby | 7,344 | $1.71M | 0.16% | −76−1.0% | Reduced |
| Concord Asset Management, LLC | 7,306 | $1.71M | 0.39% | +875+13.6% | Added |
| Belpointe Asset Management LLC | 7,283 | $1.71M | 0.10% | +223+3.2% | Added |
| Smith, Salley & Associates | 7,254 | $1.70M | 0.11% | +95+1.3% | Added |
| Cornercap Investment Counsel Inc | 7,246 | $1.70M | 0.50% | −2,277−23.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,224 | $1.69M | 0.04% | −65−0.9% | Reduced |
| Venture Visionary Partners LLC | 7,196 | $1.68M | 0.07% | −130−1.8% | Reduced |
| Essex Financial Services, Inc. | 6,450 | $1.67M | 0.12% | −370−5.4% | Reduced |
| Ballast, Inc. | 7,103 | $1.66M | 0.47% | +9+0.1% | Added |
| Bokf, NA | 7,098 | $1.66M | 0.03% | −250−3.4% | Reduced |
| South Dakota Investment Council | 7,030 | $1.65M | 0.03% | 00.0% | Unchanged |
| Gifford Fong Associates | 7,000 | $1.64M | 0.41% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 7,000 | $1.64M | 0.18% | +676+10.7% | Added |
| Concord Wealth Partners | 6,983 | $1.63M | 0.27% | +577+9.0% | Added |
| LRI Investments, LLC | 6,364 | $1.63M | 0.16% | +2,141+50.7% | Added |
| Eagle Capital Management LLC | 6,900 | $1.62M | 0.01% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 6,843 | $1.60M | 0.09% | −253−3.6% | Reduced |
| Parallel Advisors, LLC | 6,839 | $1.60M | 0.04% | +296+4.5% | Added |
| Park Avenue Securities LLC | 6,798 | $1.59M | 0.02% | −417−5.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 6,748 | $1.58M | 0.11% | −638−8.6% | Reduced |
| Benjamin Edwards Inc | 6,721 | $1.57M | 0.02% | +6,721 | New |
| Northern Financial Advisors Inc | 6,713 | $1.57M | 1.19% | +111+1.7% | Added |
| Signaturefd, LLC | 6,707 | $1.57M | 0.03% | +11+0.2% | Added |
| Tevis Investment Management | 6,695 | $1.57M | 1.16% | −35−0.5% | Reduced |
| Snowden Capital Advisors LLC | 6,640 | $1.55M | 0.05% | +295+4.6% | Added |
| Lowe Brockenbrough & Co Inc | 6,609 | $1.55M | 0.10% | +1,035+18.6% | Added |
| TD Private Client Wealth LLC | 6,590 | $1.54M | 0.04% | −539−7.6% | Reduced |
| Resources Management Corp | 6,546 | $1.53M | 0.21% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 6,544 | $1.53M | 0.02% | +52+0.8% | Added |
| BSW Wealth Partners | 6,522 | $1.53M | 0.23% | +201+3.2% | Added |
| SpiderRock Advisors, LLC | 6,475 | $1.52M | 0.03% | −1,653−20.3% | Reduced |
| Paloma Partners Management Co | 6,460 | $1.51M | 0.08% | +4,858+303.2% | Added |
| Avalon Trust Co | 6,450 | $1.51M | 0.11% | −100−1.5% | Reduced |
| Claro Advisors LLC | 6,440 | $1.51M | 0.20% | +1,035+19.1% | Added |
| DAGCO, Inc. | 6,394 | $1.50M | 0.61% | −73−1.1% | Reduced |
| Courier Capital LLC | 6,348 | $1.49M | 0.10% | +6,348 | New |
| HighPoint Advisor Group LLC | 6,044 | $1.48M | 0.09% | −34−0.6% | Reduced |
| Clearstead Advisors, LLC | 6,279 | $1.47M | 0.02% | +68+1.1% | Added |
| GAMMA Investing LLC | 6,258 | $1.47M | 0.15% | +1,332+27.0% | Added |
| Vaughan David Investments LLC | 6,215 | $1.46M | 0.03% | −400−6.0% | Reduced |
| Ci Investments Inc. | 6,128 | $1.44M | 0.01% | +648+11.8% | Added |
| EP Wealth Advisors, LLC | 6,129 | $1.43M | 0.01% | +3,312+117.6% | Added |
| Old National Bancorp | 6,072 | $1.42M | 0.03% | −887−12.7% | Reduced |
| Seven Eight Capital, LP | 6,046 | $1.42M | 0.13% | +6,046 | New |
| MB, Levis & Associates, LLC | 6,022 | $1.41M | 0.70% | +8+0.1% | Added |
| JT Stratford LLC | 5,995 | $1.40M | 0.24% | −84−1.4% | Reduced |
| Scientech Research LLC | 5,992 | $1.40M | 0.28% | −6,011−50.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 5,966 | $1.40M | 0.06% | +396+7.1% | Added |
| Quadcap Wealth Management, LLC | 5,957 | $1.39M | 0.22% | +17+0.3% | Added |
| NJ State Employees Deferred Compensation Plan | 5,943 | $1.39M | 0.17% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 5,931 | $1.39M | 0.16% | +5,931 | New |
| Sumitomo Life Insurance Co | 5,925 | $1.39M | 0.03% | +160+2.8% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 5,900 | $1.38M | 0.09% | +71+1.2% | Added |
| Elmwood Wealth Management, Inc. | 5,783 | $1.35M | 0.56% | −33−0.6% | Reduced |
| Kingswood Wealth Advisors, LLC | 5,767 | $1.35M | 0.10% | +271+4.9% | Added |
| Pensionfund Sabic | 5,700 | $1.33M | 0.42% | −1,000−14.9% | Reduced |
| Machina Capital S.A.S. | 5,665 | $1.33M | 0.53% | +5,665 | New |
| Dynamic Advisor Solutions LLC | 5,657 | $1.32M | 0.04% | +180+3.3% | Added |
| Institute for Wealth Management, LLC. | 5,650 | $1.32M | 0.17% | −201−3.4% | Reduced |
| Trust Co of Vermont | 5,644 | $1.32M | 0.07% | −121−2.1% | Reduced |
| Gen-Wealth Partners Inc | 5,278 | $1.32M | 0.58% | −128−2.4% | Reduced |
| Point72 (DIFC) Ltd | 5,617 | $1.32M | 0.10% | +5,617 | New |
| Flputnam Investment Management Co | 5,566 | $1.30M | 0.02% | +5,566 | New |
| HighMark Wealth Management LLC | 5,523 | $1.29M | 0.71% | +34+0.6% | Added |
| Douglass Winthrop Advisors, LLC | 5,494 | $1.29M | 0.02% | −62−1.1% | Reduced |
| FineMark National Bank & Trust | 5,471 | $1.28M | 0.04% | +1,293+30.9% | Added |
| PYA Waltman Capital, LLC | 5,464 | $1.28M | 0.42% | +229+4.4% | Added |
| Private Trust Co NA | 5,401 | $1.26M | 0.13% | −33−0.6% | Reduced |
| Harbor Capital Advisors, Inc. | 5,368 | $1.26M | 0.05% | +34+0.6% | Added |
| SlateStone Wealth, LLC | 5,362 | $1.25M | 0.11% | +274+5.4% | Added |
| V-Square Quantitative Management LLC | 5,354 | $1.25M | 0.18% | +387+7.8% | Added |
| Plato Investment Management Ltd | 5,359 | $1.25M | 0.10% | −10−0.2% | Reduced |