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 |
|---|---|---|---|---|---|
| Haverford Trust Co | 5,338 | $1.25M | 0.01% | +21+0.4% | Added |
| Axxcess Wealth Management, LLC | 5,337 | $1.25M | 0.03% | −77−1.4% | Reduced |
| Net Worth Advisory Group | 5,334 | $1.25M | 0.37% | +5,334 | New |
| Prostatis Group LLC | 5,333 | $1.25M | 0.41% | +503+10.4% | Added |
| Great Lakes Retirement, Inc. | 5,325 | $1.25M | 0.16% | +290+5.8% | Added |
| Roundview Capital LLC | 5,292 | $1.24M | 0.09% | +151+2.9% | Added |
| Providence Wealth Advisors, LLC | 4,805 | $1.23M | 0.91% | +105+2.2% | Added |
| Transamerica Financial Advisors, Inc. | 5,205 | $1.22M | 0.12% | +5,205 | New |
| Spire Wealth Management | 5,465 | $1.22M | 0.04% | +2,745+100.9% | Added |
| Kestra Investment Management, LLC | 5,140 | $1.20M | 0.05% | +5,140 | New |
| Kovitz Investment Group Partners, LLC | 8,531 | $1.20M | 0.01% | −2,586−23.3% | Reduced |
| Guyasuta Investment Advisors Inc | 5,112 | $1.20M | 0.07% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 5,101 | $1.19M | 0.02% | −300−5.6% | Reduced |
| Barden Capital Management, Inc. | 5,089 | $1.19M | 1.05% | +5,089 | New |
| Coldstream Capital Management Inc | 5,032 | $1.19M | 0.03% | +630+14.3% | Added |
| Wealth Alliance | 5,056 | $1.18M | 0.14% | +530+11.7% | Added |
| Johnson Investment Counsel Inc | 5,041 | $1.18M | 0.01% | +273+5.7% | Added |
| Valeo Financial Advisors, LLC | 5,034 | $1.18M | 0.03% | +241+5.0% | Added |
| Trust Co of Toledo NA | 5,017 | $1.17M | 0.16% | 00.0% | Unchanged |
| Vident Advisory, LLC | 5,006 | $1.17M | 0.03% | −16,246−76.4% | Reduced |
| Advanced Portfolio Management, LLC | 4,999 | $1.17M | 1.20% | −4,333−46.4% | Reduced |
| J.W. Cole Advisors, Inc. | 4,944 | $1.16M | 0.05% | +229+4.9% | Added |
| Kestra Private Wealth Services, LLC | 4,889 | $1.14M | 0.02% | +37+0.8% | Added |
| Meeder Advisory Services, Inc. | 4,834 | $1.13M | 0.07% | +270+5.9% | Added |
| Groupama Asset Managment | 6,008 | $1.13M | 0.03% | −1,654−21.6% | Reduced |
| Ascent Group, LLC | 4,801 | $1.12M | 0.09% | +103+2.2% | Added |
| Boston Financial Mangement LLC | 4,794 | $1.12M | 0.03% | 00.0% | Unchanged |
| Glenview Trust Co | 4,766 | $1.12M | 0.02% | +6+0.1% | Added |
| Bullock Wealth Management Group | 4,721 | $1.11M | 0.67% | +215+4.8% | Added |
| Steel Peak Wealth Management LLC | 4,738 | $1.11M | 0.05% | −21,857−82.2% | Reduced |
| Beaumont Financial Advisors, LLC | 4,735 | $1.11M | 0.09% | −10.0% | Reduced |
| Prospera Financial Services Inc | 4,729 | $1.11M | 0.03% | +1,794+61.1% | Added |
| Dynamic Technology Lab Private Ltd | 4,723 | $1.11M | 0.12% | +4,723 | New |
| Union Savings Bank | 4,724 | $1.11M | 0.54% | −163−3.3% | Reduced |
| Nicholas Hoffman & Company, LLC. | 4,702 | $1.10M | 0.05% | −247−5.0% | Reduced |
| Banque Cantonale Vaudoise | 4,676 | $1.09M | 0.05% | −1,709−26.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 4,667 | $1.09M | 0.06% | +1,767+60.9% | Added |
| HBK Sorce Advisory LLC | 4,628 | $1.08M | 0.03% | −150−3.1% | Reduced |
| Silvercrest Asset Management Group LLC | 4,606 | $1.08M | 0.01% | −721−13.5% | Reduced |
| Guardian Capital Advisors LP | 4,561 | $1.07M | 0.11% | 00.0% | Unchanged |
| We Are One Seven, LLC | 4,550 | $1.07M | 0.05% | −750−14.2% | Reduced |
| Investors Asset Management of Georgia Inc | 4,511 | $1.06M | 0.50% | 00.0% | Unchanged |
| Sutton Place Investors LLC | 4,500 | $1.05M | 0.64% | +18+0.4% | Added |
| Mission Wealth Management, LP | 4,480 | $1.05M | 0.03% | +52+1.2% | Added |
| Hanson & Doremus Investment Management | 4,405 | $1.03M | 0.16% | −4−0.1% | Reduced |
| Allworth Financial LP | 4,387 | $1.03M | 0.01% | +648+17.3% | Added |
| Bridges Investment Management Inc | 4,384 | $1.03M | 0.01% | −25−0.6% | Reduced |
| Ronald Blue Trust, Inc. | 5,046 | $1.03M | 0.01% | +2,046+68.2% | Added |
| Equitable Trust Co | 4,362 | $1.02M | 0.07% | +471+12.1% | Added |
| Fullcircle Wealth LLC | 4,034 | $1.02M | 0.46% | −24−0.6% | Reduced |
| Fiduciary Trust Co | 4,331 | $1.01M | 0.01% | +666+18.2% | Added |
| Twinbeech Capital LP | 4,324 | $1.01M | 0.02% | −6,801−61.1% | Reduced |
| Meiji Yasuda Life Insurance Co | 4,317 | $1.01M | 0.02% | −2,819−39.5% | Reduced |
| Somerset Group LLC | 4,303 | $1.01M | 0.93% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 4,286 | $1.00M | 0.25% | +1,940+82.7% | Added |
| Forum Financial Management, LP | 4,282 | $1.00M | 0.02% | −100−2.3% | Reduced |
| Bailard, Inc. | 4,248 | $994.5K | 0.03% | −125−2.9% | Reduced |
| AA Financial Advisors, LLC | 4,244 | $993.5K | 0.29% | +6+0.1% | Added |
| West Paces Advisors Inc. | 4,238 | $992.1K | 0.24% | +325+8.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 4,203 | $984.0K | 0.00% | −22,649−84.3% | Reduced |
| Tudor Financial Inc. | 4,200 | $983.3K | 0.61% | +4,200 | New |
| nVerses Capital, LLC | 4,200 | $983.3K | 0.45% | +1,800+75.0% | Added |
| Aptus Capital Advisors, LLC | 4,188 | $980.5K | 0.01% | +298+7.7% | Added |
| IFP Advisors, Inc | 4,185 | $979.8K | 0.04% | −53−1.3% | Reduced |
| Vestcor Inc | 4,174 | $977.0K | 0.03% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 4,154 | $972.5K | 0.03% | −83−2.0% | Reduced |
| Virtus ETF Advisers LLC | 4,140 | $969.3K | 0.45% | +262+6.8% | Added |
| Aureus Asset Management, LLC | 4,138 | $968.8K | 0.06% | −700−14.5% | Reduced |
| Kathmere Capital Management, LLC | 4,135 | $968.2K | 0.09% | +406+10.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 4,110 | $962.2K | 0.06% | −15,579−79.1% | Reduced |
| Vectors Research Management, LLC | 4,075 | $959.0K | 0.29% | +75+1.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,082 | $955.7K | 0.00% | −60,838−93.7% | Reduced |
| Forza Wealth Management, LLC | 4,072 | $953.3K | 0.44% | 00.0% | Unchanged |
| Abner Herrman & Brock LLC | 4,046 | $947.0K | 0.11% | 00.0% | Unchanged |
| Copperwynd Financial, LLC | 4,029 | $943.3K | 0.28% | +188+4.9% | Added |
| Lindbrook Capital, LLC | 4,025 | $942.3K | 0.08% | −10.0% | Reduced |
| Sterneck Capital Management, LLC | 4,000 | $936.5K | 0.51% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,991 | $934.4K | 0.06% | −145−3.5% | Reduced |
| Soltis Investment Advisors LLC | 3,962 | $927.5K | 0.09% | −68−1.7% | Reduced |
| Abn Amro Investment Solutions | 3,950 | $924.8K | 0.02% | +194+5.2% | Added |
| Apollon Wealth Management, LLC | 3,945 | $923.7K | 0.03% | +511+14.9% | Added |
| Empirical Asset Management, LLC | 14,956 | $921.5K | 0.33% | +3,267+27.9% | Added |
| Lederer & Associates Investment Counsel | 3,919 | $918.0K | 0.65% | 00.0% | Unchanged |
| AMG National Trust Bank | 3,880 | $908.4K | 0.02% | −873−18.4% | Reduced |
| Merit Financial Group, LLC | 3,845 | $900.1K | 0.02% | −897−18.9% | Reduced |
| Money Concepts Capital Corp | 3,845 | $900.1K | 0.07% | +64+1.7% | Added |
| Exchange Traded Concepts, LLC | 3,839 | $898.8K | 0.02% | +3,839 | New |
| JB Capital LLC | 3,812 | $892.3K | 0.05% | +15+0.4% | Added |
| Legacy Capital Wealth Partners, LLC | 3,809 | $891.8K | 0.18% | +3,809 | New |
| FinTrust Capital Advisors, LLC | 3,793 | $888.1K | 0.15% | +636+20.1% | Added |
| Bard Financial Services, Inc. | 3,775 | $883.8K | 0.10% | −2,410−39.0% | Reduced |
| High Note Wealth, LLC | 3,764 | $881.2K | 0.25% | +2+0.1% | Added |
| Baker Tilly Wealth Management, LLC | 3,746 | $877.0K | 0.39% | +888+31.1% | Added |
| Blueshift Asset Management, LLC | 3,719 | $870.7K | 0.22% | +2,408+183.7% | Added |
| Kanawha Capital Management LLC | 3,718 | $870.5K | 0.06% | −60−1.6% | Reduced |
| Pitcairn Co | 3,705 | $867.4K | 0.05% | −474−11.3% | Reduced |
| Smithfield Trust Co | 3,709 | $867.0K | 0.04% | +177+5.0% | Added |
| MWA Asset Management | 3,680 | $861.5K | 0.57% | +31+0.8% | Added |
| DoubleLine ETF Adviser LP | 3,645 | $853.4K | 0.21% | −241−6.2% | Reduced |
| TD Waterhouse Canada Inc. | 3,623 | $851.1K | 0.01% | +33+0.9% | Added |