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 |
|---|---|---|---|---|---|
| Journey Advisory Group, LLC | 3,010 | $612.1K | 0.07% | +400+15.3% | Added |
| Cozad Asset Management Inc | 2,606 | $610.1K | 0.06% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 2,595 | $607.5K | 0.08% | +623+31.6% | Added |
| Boston Trust Walden Corp | 2,586 | $605.4K | 0.00% | +533+26.0% | Added |
| Daymark Wealth Partners, LLC | 107,134 | $604.5K | 0.03% | +114+0.1% | Added |
| Franklin Street Advisors Inc | 2,579 | $604.0K | 0.04% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 2,580 | $604.0K | 0.08% | +21+0.8% | Added |
| Sky Investment Group LLC | 2,565 | $600.5K | 0.11% | −50−1.9% | Reduced |
| Centaurus Financial, Inc. | 2,549 | $597.0K | 0.04% | −46−1.8% | Reduced |
| First National Bank Sioux Falls | 2,549 | $596.8K | 0.27% | 00.0% | Unchanged |
| Opus Capital Group, LLC | 2,537 | $594.0K | 0.07% | +388+18.1% | Added |
| HTLF Bank | 2,513 | $588.3K | 0.06% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,510 | $588.0K | 0.02% | +189+8.1% | Added |
| Beacon Investment Advisors LLC | 2,500 | $585.4K | 0.28% | 00.0% | Unchanged |
| Essex Savings Bank | 2,492 | $583.4K | 0.15% | +900+56.5% | Added |
| Jeppson Wealth Management, LLC | 2,490 | $583.0K | 0.21% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 2,479 | $580.5K | 0.04% | −13−0.5% | Reduced |
| Grimes & Company, Inc. | 2,446 | $572.7K | 0.02% | −9−0.4% | Reduced |
| Atomi Financial Group, Inc. | 2,442 | $571.8K | 0.04% | +495+25.4% | Added |
| Vise Technologies, Inc. | 2,430 | $568.9K | 0.07% | +541+28.6% | Added |
| Interchange Capital Partners, LLC | 2,427 | $568.2K | 0.20% | +33+1.4% | Added |
| Bank of Hawaii | 2,424 | $567.5K | 0.02% | −103−4.1% | Reduced |
| Alhambra Investment Partners LLC | 2,420 | $566.6K | 0.29% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 2,401 | $562.1K | 0.04% | +175+7.9% | Added |
| Northcape Wealth Management, LLC | 2,400 | $561.9K | 0.18% | 00.0% | Unchanged |
| Robinswood Financial LLC | 2,399 | $561.7K | 0.21% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 2,364 | $553.5K | 0.34% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 2,390 | $553.2K | 0.13% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 2,351 | $550.4K | 0.05% | +30+1.3% | Added |
| Penserra Capital Management LLC | 2,357 | $550.0K | 0.01% | −21−0.9% | Reduced |
| Wedmont Private Capital | 2,425 | $548.1K | 0.03% | +319+15.1% | Added |
| WFA Asset Management Corp | 2,339 | $547.7K | 0.30% | +10+0.4% | Added |
| Cigna Investments Inc | 2,335 | $546.0K | 0.10% | −52−2.2% | Reduced |
| Heritage Wealth Management, Inc. | 2,330 | $545.5K | 0.18% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 2,310 | $540.8K | 0.18% | +2,310 | New |
| Summit Trail Advisors, LLC | 2,305 | $539.5K | 0.01% | +618+36.6% | Added |
| Howland Capital Management LLC | 2,298 | $538.0K | 0.02% | +75+3.4% | Added |
| Leavell Investment Management, Inc. | 2,296 | $537.5K | 0.03% | 00.0% | Unchanged |
| City State Bank | 2,286 | $535.2K | 0.20% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 2,284 | $534.7K | 0.03% | −13−0.6% | Reduced |
| Lifeworks Advisors, LLC | 2,283 | $534.5K | 0.11% | +2,283 | New |
| Lake Street Advisors Group, LLC | 2,260 | $529.1K | 0.02% | −68−2.9% | Reduced |
| Diversify Advisory Services, LLC | 2,032 | $526.7K | 0.03% | −1,019−33.4% | Reduced |
| Green Square Capital Advisors LLC | 2,217 | $523.5K | 0.07% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,208 | $517.0K | 0.05% | −5−0.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 2,208 | $516.9K | 0.01% | +10.0% | Added |
| Larson Financial Group LLC | 2,207 | $516.8K | 0.03% | +1,451+191.9% | Added |
| South State Corp. | 2,202 | $515.5K | 0.04% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,187 | $512.0K | 0.08% | −12−0.5% | Reduced |
| Empower Advisory Group, LLC | 2,184 | $511.3K | 0.00% | −4−0.2% | Reduced |
| Wedbush Securities Inc | 2,176 | $509.0K | 0.02% | −4,629−68.0% | Reduced |
| Appleton Partners Inc | 2,164 | $507.0K | 0.04% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 2,163 | $506.3K | 0.02% | −3−0.1% | Reduced |
| Flynn Zito Capital Management, LLC | 2,159 | $505.3K | 0.24% | −964−30.9% | Reduced |
| Seamount Financial Group Inc | 2,154 | $504.3K | 0.38% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 2,152 | $503.9K | 0.25% | +2,152 | New |
| Sanibel Captiva Trust Company, Inc. | 2,149 | $503.1K | 0.02% | +271+14.4% | Added |
| Pensionmark Financial Group, LLC | 2,141 | $501.2K | 0.02% | +2,141 | New |
| Johnson Financial Group, Inc. | 2,131 | $498.9K | 0.02% | +171+8.7% | Added |
| Rockland Trust Co | 2,128 | $498.2K | 0.02% | +2,128 | New |
| Keystone Financial Group | 2,117 | $495.7K | 0.06% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 1,923 | $493.1K | 0.01% | +195+11.3% | Added |
| SeaCrest Wealth Management, LLC | 2,074 | $485.5K | 0.05% | −9−0.4% | Reduced |
| Ledyard National Bank | 2,067 | $483.9K | 0.04% | +39+1.9% | Added |
| Foundations Investment Advisors, LLC | 2,065 | $483.5K | 0.01% | +962+87.2% | Added |
| Ridgecrest Wealth Partners, LLC | 2,065 | $483.5K | 0.25% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 2,060 | $482.4K | 0.02% | −971−32.0% | Reduced |
| Tradewinds Capital Management, LLC | 2,057 | $481.6K | 0.13% | 00.0% | Unchanged |
| Diligent Investors, LLC | 2,056 | $481.4K | 0.11% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 2,052 | $480.5K | 0.09% | +9+0.4% | Added |
| Integrated Advisors Network LLC | 2,027 | $474.5K | 0.02% | −17−0.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 2,023 | $473.7K | 0.04% | +14+0.7% | Added |
| Mark Sheptoff Financial Planning, LLC | 2,015 | $471.8K | 0.25% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 2,005 | $469.4K | 0.12% | +2,005 | New |
| Valley Brook Capital Group | 1,993 | $466.6K | 0.34% | +66+3.4% | Added |
| Evergreen Capital Management LLC | 1,991 | $466.2K | 0.02% | −89−4.3% | Reduced |
| Invesco, LLC | 1,988 | $465.4K | 0.19% | 00.0% | Unchanged |
| Oberweis Asset Management Inc | 1,982 | $464.0K | 0.02% | −58−2.8% | Reduced |
| Golden State Equity Partners | 1,980 | $463.5K | 0.07% | +256+14.8% | Added |
| Defined Wealth Management, LLC | 1,977 | $462.9K | 0.30% | +14+0.7% | Added |
| Patrick M Sweeney & Associates, Inc | 1,974 | $462.2K | 0.34% | +179+10.0% | Added |
| PFG Advisors | 1,974 | $462.2K | 0.03% | −1,264−39.0% | Reduced |
| RMB Capital Management, LLC | 1,963 | $459.7K | 0.01% | +1,963 | New |
| Athena Investment Management | 1,963 | $459.6K | 0.26% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 1,959 | $458.6K | 0.03% | −50−2.5% | Reduced |
| Whalerock Point Partners, LLC | 1,952 | $457.0K | 0.11% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 1,952 | $457.0K | 0.06% | +22+1.1% | Added |
| Marco Investment Management LLC | 1,947 | $455.8K | 0.04% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,947 | $455.8K | 0.01% | −17−0.9% | Reduced |
| Clarity Financial LLC | 1,945 | $455.4K | 0.05% | +1,945 | New |
| Mesirow Financial Investment Management, Inc. | 1,943 | $454.8K | 0.01% | +630+48.0% | Added |
| Northeast Investment Management | 1,942 | $454.7K | 0.02% | 00.0% | Unchanged |
| MQS Management LLC | 1,935 | $453.0K | 0.25% | +63+3.4% | Added |
| First American Trust, FSB | 1,912 | $447.5K | 0.04% | −13−0.7% | Reduced |
| Spinnaker Trust | 1,905 | $446.0K | 0.03% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 1,891 | $442.7K | 0.02% | +1,891 | New |
| First National Corp | 1,889 | $442.3K | 0.10% | −535−22.1% | Reduced |
| Veracity Capital LLC | 1,863 | $436.2K | 0.17% | +118+6.8% | Added |
| Stockman Wealth Management, Inc. | 1,862 | $435.9K | 0.07% | −7−0.4% | Reduced |
| Eagle Harbor Asset Management Inc | 1,855 | $434.3K | 0.43% | +233+14.4% | Added |