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 |
|---|---|---|---|---|---|
| Central Trust Co | 3,628 | $849.4K | 0.02% | −1,109−23.4% | Reduced |
| Berger Financial Group, Inc | 3,628 | $849.4K | 0.06% | +753+26.2% | Added |
| Rothschild Investment LLC | 3,613 | $845.9K | 0.06% | +11+0.3% | Added |
| Van Hulzen Asset Management, LLC | 3,595 | $842.0K | 0.06% | +100+2.9% | Added |
| Davenport & Co LLC | 3,578 | $837.7K | 0.00% | +23+0.6% | Added |
| PFG Investments, LLC | 3,553 | $831.8K | 0.05% | −24−0.7% | Reduced |
| Boyd Watterson Asset Management LLC | 3,538 | $828.3K | 0.23% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 3,525 | $825.3K | 0.02% | +808+29.7% | Added |
| Buckingham Strategic Partners | 3,501 | $819.7K | 0.02% | −1,237−26.1% | Reduced |
| Win Advisors, Inc | 3,499 | $819.2K | 0.38% | +3,499 | New |
| Mitchell & Pahl Private Wealth, LLC | 3,494 | $818.0K | 0.38% | −71−2.0% | Reduced |
| Ocean Capital Management, LLC | 3,494 | $818.0K | 0.19% | +3,494 | New |
| Pinnacle Bancorp, Inc. | 3,488 | $816.6K | 0.22% | 00.0% | Unchanged |
| Burns J W & Co Inc | 3,452 | $808.2K | 0.11% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 3,450 | $807.8K | 0.05% | +476+16.0% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,419 | $800.5K | 0.08% | −520−13.2% | Reduced |
| Tradition Wealth Management, LLC | 3,389 | $793.5K | 0.07% | −63−1.8% | Reduced |
| Wilson & Boucher Capital Management, LLC | 3,388 | $793.2K | 0.55% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 3,383 | $792.0K | 0.01% | −223−6.2% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 3,373 | $789.7K | 0.08% | +97+3.0% | Added |
| Wealthspire Advisors, LLC | 3,357 | $785.9K | 0.01% | −17−0.5% | Reduced |
| Villere St Denis J & Co LLC | 3,338 | $781.5K | 0.06% | 00.0% | Unchanged |
| Searle & Co. | 3,304 | $773.5K | 0.19% | −1,000−23.2% | Reduced |
| Camden National Bank | 3,271 | $765.8K | 0.11% | −5−0.2% | Reduced |
| Ar Asset Management Inc | 3,264 | $764.0K | 0.17% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 3,255 | $762.2K | 0.03% | −262−7.4% | Reduced |
| Davis R M Inc | 3,245 | $759.7K | 0.01% | +8+0.2% | Added |
| Gryphon Financial Partners LLC | 3,241 | $758.9K | 0.10% | +484+17.6% | Added |
| Connecticut Wealth Management, LLC | 3,228 | $755.8K | 0.04% | −267−7.6% | Reduced |
| Fullerton Fund Management Co Ltd. | 3,228 | $755.7K | 0.03% | +1,395+76.1% | Added |
| Joel Isaacson & Co., LLC | 3,194 | $747.7K | 0.04% | −9−0.3% | Reduced |
| Inlet Private Wealth, LLC | 3,190 | $746.9K | 0.19% | 00.0% | Unchanged |
| Graypoint LLC | 3,183 | $745.2K | 0.05% | +135+4.4% | Added |
| Bank of Stockton | 3,166 | $741.2K | 0.22% | −141−4.3% | Reduced |
| Checchi Capital Advisers, LLC | 3,161 | $740.1K | 0.06% | −93−2.9% | Reduced |
| Nixon Peabody Trust Co | 3,146 | $736.5K | 0.06% | +395+14.4% | Added |
| NorthRock Partners, LLC | 3,145 | $736.2K | 0.02% | +61+2.0% | Added |
| Equitable Holdings, Inc. | 3,142 | $735.6K | 0.01% | +232+8.0% | Added |
| Lazard Asset Management LLC | 3,128 | $731.0K | 0.00% | −23,684−88.3% | Reduced |
| Qtron Investments LLC | 3,111 | $728.3K | 0.10% | +356+12.9% | Added |
| Waldron Private Wealth LLC | 3,100 | $725.9K | 0.03% | +369+13.5% | Added |
| Jones Financial Companies LLLP | 3,067 | $723.2K | 0.00% | +1,287+72.3% | Added |
| JNBA Financial Advisors | 3,068 | $718.2K | 0.07% | −40−1.3% | Reduced |
| Strategic Advisors LLC | 3,058 | $715.8K | 0.13% | −9−0.3% | Reduced |
| Level Four Advisory Services, LLC | 2,906 | $714.7K | 0.03% | +247+9.3% | Added |
| Coastal Bridge Advisors, LLC | 3,014 | $705.7K | 0.17% | +4+0.1% | Added |
| Versor Investments LP | 3,006 | $703.8K | 0.11% | −2,898−49.1% | Reduced |
| Catalytic Wealth RIA, LLC | 2,999 | $702.1K | 0.12% | +2,999 | New |
| Park National Corp | 2,979 | $697.4K | 0.02% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 2,973 | $696.0K | 0.02% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 2,972 | $695.8K | 0.05% | −160−5.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,958 | $692.5K | 0.24% | +2,498+543.0% | Added |
| NBC Securities, Inc. | 2,958 | $692.0K | 0.06% | −4−0.1% | Reduced |
| Marcum Wealth, LLC | 2,940 | $688.3K | 0.06% | −65−2.2% | Reduced |
| LVM Capital Management Ltd | 3,374 | $686.0K | 0.08% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,923 | $684.4K | 0.03% | +235+8.7% | Added |
| Weik Capital Management | 2,913 | $682.0K | 0.28% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 2,892 | $677.1K | 0.87% | −38−1.3% | Reduced |
| Brighton Jones LLC | 2,890 | $676.5K | 0.03% | −146−4.8% | Reduced |
| United Community Bank | 2,884 | $675.2K | 0.26% | −219−7.1% | Reduced |
| Syon Capital LLC | 2,865 | $670.7K | 0.06% | −44−1.5% | Reduced |
| Bank of New Hampshire | 2,859 | $669.3K | 0.17% | −10−0.3% | Reduced |
| Transatlantique Private Wealth LLC | 2,847 | $666.5K | 0.26% | +83+3.0% | Added |
| True Vision MN LLC | 2,844 | $665.8K | 0.40% | −12−0.4% | Reduced |
| Zions Bancorporation, N.A. | 2,826 | $661.6K | 0.05% | +495+21.2% | Added |
| Insigneo Advisory Services, LLC | 2,822 | $660.7K | 0.07% | +1,080+62.0% | Added |
| Mendel Money Management | 2,815 | $659.0K | 0.28% | −50−1.7% | Reduced |
| WMS Partners, LLC | 2,809 | $657.7K | 0.04% | −131−4.5% | Reduced |
| Ameritas Investment Partners, Inc. | 2,809 | $657.6K | 0.02% | −101−3.5% | Reduced |
| Great Valley Advisor Group, Inc. | 2,805 | $656.9K | 0.02% | −138−4.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 2,800 | $655.5K | 0.05% | +388+16.1% | Added |
| Brave Asset Management Inc | 2,780 | $650.9K | 0.16% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 2,767 | $647.8K | 0.04% | +114+4.3% | Added |
| LVW Advisors, LLC | 2,754 | $644.8K | 0.08% | +180+7.0% | Added |
| Cidel Asset Management Inc | 2,747 | $643.1K | 0.05% | −147−5.1% | Reduced |
| Wesbanco Bank Inc | 2,745 | $642.7K | 0.02% | −13−0.5% | Reduced |
| Cowen and Company, LLC | 2,741 | $641.7K | 0.02% | +2,741 | New |
| LMCG Investments, LLC | 2,730 | $639.1K | 0.04% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 2,725 | $638.0K | 0.07% | +2+0.1% | Added |
| Chesapeake Asset Management LLC | 2,724 | $637.7K | 0.55% | +588+27.5% | Added |
| Assetmark, Inc | 2,721 | $637.0K | 0.00% | +67+2.5% | Added |
| SkyOak Wealth, LLC | 2,715 | $635.6K | 0.14% | −12−0.4% | Reduced |
| Warren Averett Asset Management, LLC | 2,704 | $633.0K | 0.01% | −242−8.2% | Reduced |
| Associated Banc-Corp | 2,695 | $631.0K | 0.02% | −26−1.0% | Reduced |
| Eastern Bank | 2,688 | $629.3K | 0.01% | +2,688 | New |
| Orrstown Financial Services Inc | 2,685 | $628.6K | 0.19% | +121+4.7% | Added |
| Trust Asset Management LLC | 2,684 | $628.4K | 0.05% | 00.0% | Unchanged |
| Rinkey Investments | 2,675 | $626.3K | 0.20% | 00.0% | Unchanged |
| Foundation Resource Management Inc | 2,665 | $623.9K | 0.10% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 2,661 | $622.9K | 0.13% | −250−8.6% | Reduced |
| Two Sigma Securities, LLC | 2,659 | $622.5K | 0.05% | +814+44.1% | Added |
| Aries Wealth Management | 2,658 | $622.3K | 0.17% | −204−7.1% | Reduced |
| Stiles Financial Services Inc | 2,655 | $621.9K | 0.22% | +47+1.8% | Added |
| FIL Ltd | 2,653 | $621.1K | 0.00% | +115+4.5% | Added |
| Stratos Wealth Partners, LTD. | 2,637 | $617.6K | 0.01% | −115−4.2% | Reduced |
| Principal Securities, Inc. | 2,629 | $615.5K | 0.01% | +321+13.9% | Added |
| Evernest Financial Advisors, LLC | 2,626 | $614.8K | 0.17% | −40−1.5% | Reduced |
| Sugarloaf Wealth Management, LLC | 2,621 | $613.7K | 0.12% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 2,621 | $613.6K | 0.05% | −7−0.3% | Reduced |
| Welch & Forbes LLC | 2,621 | $613.6K | 0.01% | 00.0% | Unchanged |