Travelers Companies, Inc.

TRV

Exchange: NYSE
Industry: Fire, Marine & Casualty Insurance
SEC CIK: 0000086312

SEC filings (opens in a new tab)

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, Q4 2024

Institutional positions in Travelers Companies, Inc. as of Dec 31, 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: 1,590; +144 vs. Q3 2024
Shares held: 189.6M; +559.6K (+0.3%) vs. Q3 2024
Total value: $45.6B; +$1.75B (+4.0%) vs. Q3 2024
New holders: 233; 510 more added
Sold out: 89; 552 more reduced

25 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 1,590 institutions

Value heldQ4 2024: $45.6B

Institutions holding TRV and their total value by quarter
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, Q4 2024

Shares, value and share of portfolio for each institution holding Travelers Companies, Inc.; share changes are against Q3 2024.

Institutions holding TRV in Q4 2024
Institution	Shares	Value	% of portfolio	Change in shares	Action
Coston, McIsaac & Partners	2	$0	0.00%	00.0%	Unchanged
Stance Capital LLC	1	$241	0.00%	+1	New
WestEnd Advisors, LLC	2	$482	0.00%	00.0%	Unchanged
Activest Wealth Management	2	$482	0.00%	+2	New
NBC Securities, Inc.	3	$723	0.07%	−2,955−99.9%	Reduced
Creekmur Asset Management LLC	3	$723	0.00%	00.0%	Unchanged
Capital A Wealth Management, LLC	3	$723	0.00%	+3	New
Old Second National Bank of Aurora	4	$964	0.00%	+4	New
Marshall & Sterling Wealth Advisors Inc.	5	$968	0.00%	+5	New
Tanaka Capital Management Inc	6	$1.00K	0.00%	00.0%	Unchanged
Winnow Wealth LLC	5	$1.17K	0.00%	+5	New
Horizon Financial Services, LLC	5	$1.20K	0.00%	00.0%	Unchanged
Cape Investment Advisory, Inc.	5	$1.20K	0.00%	+5	New
HHM Wealth Advisors, LLC	5	$1.21K	0.00%	+5	New
Aspect Partners, LLC	6	$1.45K	0.00%	−3−33.3%	Reduced
New Millennium Group LLC	6	$1.45K	0.00%	+6	New
Principia Wealth Advisory, LLC	6	$1.45K	0.00%	+6	New
Aventura Private Wealth, LLC	6	$1.45K	0.00%	+6	New
Parkworth Wealth Management, Inc.	7	$1.69K	0.00%	+7	New
Conquis Financial LLC	7	$1.69K	0.00%	+7	New
Breakwater Investment Management	7	$1.69K	0.00%	00.0%	Unchanged
Thompson Investment Management, Inc.	8	$1.93K	0.00%	00.0%	Unchanged
NewSquare Capital LLC	8	$1.93K	0.00%	+8	New
PFS Partners, LLC	10	$2.41K	0.00%	00.0%	Unchanged
PSI Advisors, LLC	10	$2.41K	0.00%	00.0%	Unchanged
S&T Bank	10	$2.41K	0.00%	+10	New
TD Capital Management LLC	10	$2.52K	0.00%	+3+42.9%	Added
PayPay Securities Corp	11	$2.65K	0.12%	+6+120.0%	Added
WealthTrak Capital Management LLC	11	$2.65K	0.00%	+11	New
Carolinas Wealth Consulting LLC	12	$2.89K	0.00%	00.0%	Unchanged
Clark Wealth Partners	12	$2.89K	0.00%	+12	New
Legacy Investment Solutions, LLC	12	$2.94K	0.00%	+12	New
Legacy Wealth Managment, LLC	12	$2.94K	0.00%	+12	New
Cornerstone Planning Group LLC	12	$3.01K	0.00%	−1−7.7%	Reduced
TFC Financial Management	13	$3.13K	0.00%	00.0%	Unchanged
MidAtlantic Capital Management, Inc.	15	$3.61K	0.00%	00.0%	Unchanged
Hazlett, Burt & Watson, Inc.	18	$4.00K	0.00%	00.0%	Unchanged
Sittner & Nelson, LLC	17	$4.09K	0.00%	+11+183.3%	Added
Human Investing LLC	17	$4.10K	0.00%	+17	New
Global Wealth Strategies & Associates	18	$4.34K	0.00%	+18	New
Anfield Capital Management, LLC	19	$4.58K	0.00%	00.0%	Unchanged
Accredited Wealth Management, LLC	19	$4.58K	0.00%	+19	New
Winch Advisory Services, LLC	24	$5.78K	0.00%	+24	New
Golden State Wealth Management, LLC	24	$5.78K	0.00%	+24	New
Sierra Ocean, LLC	24	$5.80K	0.00%	+24	New
Avion Wealth	26	$6.00K	0.00%	+2+8.3%	Added
FPC Investment Advisory, Inc.	26	$6.38K	0.00%	+26	New
Archer Investment Corp	27	$6.50K	0.00%	00.0%	Unchanged
Coppell Advisory Solutions LLC	28	$6.72K	0.00%	+25+833.3%	Added
Accordant Advisory Group Inc	28	$6.75K	0.01%	00.0%	Unchanged
Contravisory Investment Management, Inc.	28	$6.75K	0.00%	+28	New
Kentucky Trust Co	28	$6.75K	0.00%	+28	New
Bellevue Asset Management, LLC	29	$6.99K	0.00%	+29	New
Montag & Caldwell, LLC	29	$6.99K	0.00%	+29	New
Foster Dykema Cabot & Partners, LLC	30	$7.23K	0.00%	−80−72.7%	Reduced
JDM Financial Group LLC	30	$7.23K	0.00%	00.0%	Unchanged
Rialto Wealth Management, LLC	30	$7.23K	0.00%	+30	New
Richard W. Paul & Associates, LLC	31	$7.47K	0.00%	00.0%	Unchanged
Capital Analysts, LLC	35	$8.00K	0.00%	00.0%	Unchanged
Northwest Capital Management Inc	34	$8.19K	0.00%	00.0%	Unchanged
Davis Capital Management	34	$8.19K	0.01%	00.0%	Unchanged
Your Advocates Ltd., LLP	35	$8.43K	0.00%	00.0%	Unchanged
Hopwood Financial Services, Inc.	35	$8.43K	0.01%	+35	New
DiNuzzo Private Wealth, Inc.	39	$9.39K	0.00%	00.0%	Unchanged
Rakuten Securities, Inc.	39	$9.39K	0.00%	+33+550.0%	Added
Armstrong Advisory Group, Inc	44	$10.6K	0.00%	00.0%	Unchanged
Missouri Trust & Investment Co	45	$10.8K	0.00%	−5−10.0%	Reduced
Legend Financial Advisors, Inc.	45	$10.8K	0.01%	+4+9.8%	Added
Center for Financial Planning, Inc.	45	$10.8K	0.00%	00.0%	Unchanged
Highline Wealth Partners LLC	45	$10.8K	0.00%	+9+25.0%	Added
Cranbrook Wealth Management, LLC	46	$11.1K	0.00%	00.0%	Unchanged
Albion Financial Group	46	$11.1K	0.00%	+6+15.0%	Added
MPWM Advisory Solutions, LLC	46	$11.1K	0.01%	+46	New
Raleigh Capital Management Inc.	47	$11.3K	0.00%	−1−2.1%	Reduced
Rosenberg Matthew Hamilton	50	$12.0K	0.00%	00.0%	Unchanged
DHJJ Financial Advisors, Ltd.	50	$12.0K	0.00%	00.0%	Unchanged
Richards, Merrill & Peterson, Inc.	50	$12.0K	0.01%	+50	New
Innovative Advisory Group, LLC	50	$12.1K	0.01%	+50	New
Bogart Wealth, LLC	51	$12.3K	0.00%	00.0%	Unchanged
Dunhill Financial, LLC	53	$12.7K	0.01%	+24+82.8%	Added
Raffa Wealth Management, LLC	55	$13.2K	0.00%	00.0%	Unchanged
Centricity Wealth Management, LLC	56	$13.5K	0.01%	+56	New
CarsonAllaria Wealth Management, Ltd.	56	$13.5K	0.01%	00.0%	Unchanged
Hollencrest Capital Management	57	$13.7K	0.00%	00.0%	Unchanged
Ogorek Anthony Joseph	61	$14.0K	0.00%	+1+1.7%	Added
Comprehensive Financial Planning, Inc.	63	$15.2K	0.01%	+63	New
Kozak & Associates, Inc.	63	$15.3K	0.00%	+63	New
Financial Management Professionals, Inc.	65	$15.7K	0.00%	−8−11.0%	Reduced
WealthCollab, LLC	65	$15.7K	0.01%	00.0%	Unchanged
Creative Financial Designs Inc	67	$16.1K	0.00%	−102−60.4%	Reduced
Meeder Asset Management Inc	69	$16.6K	0.00%	−8−10.4%	Reduced
Insight Financial Services	69	$16.6K	0.01%	00.0%	Unchanged
Sachetta, LLC	71	$17.1K	0.01%	+7+10.9%	Added
SOA Wealth Advisors, LLC.	72	$17.4K	0.00%	00.0%	Unchanged
Centerpoint Advisors, LLC	76	$18.0K	0.01%	00.0%	Unchanged
Salomon & Ludwin, LLC	76	$18.3K	0.00%	−200−72.5%	Reduced
TruNorth Capital Management, LLC	76	$18.3K	0.01%	00.0%	Unchanged
Crowley Wealth Management, Inc.	77	$18.5K	0.02%	+77	New
ZynergyRetirementPlanningLLC	82	$19.2K	0.01%	00.0%	Unchanged
Semmax Financial Advisors Inc.	81	$19.8K	0.01%	00.0%	Unchanged