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, 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
- 1,589
- +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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Forum Financial Management, LP | 4,389 | $1.06M | 0.02% | +107+2.5% | Added |
| Silvercrest Asset Management Group LLC | 4,481 | $1.08M | 0.01% | −125−2.7% | Reduced |
| Sutton Place Investors LLC | 4,507 | $1.09M | 0.63% | +7+0.2% | Added |
| Investors Asset Management of Georgia Inc | 4,511 | $1.09M | 0.53% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 4,524 | $1.09M | 0.28% | +238+5.6% | Added |
| Union Savings Bank | 4,543 | $1.09M | 0.54% | −181−3.8% | Reduced |
| HBK Sorce Advisory LLC | 4,551 | $1.10M | 0.03% | −77−1.7% | Reduced |
| Virtus ETF Advisers LLC | 4,562 | $1.10M | 0.45% | +422+10.2% | Added |
| AA Financial Advisors, LLC | 4,571 | $1.10M | 0.29% | +327+7.7% | Added |
| Guardian Partners Inc. | 4,561 | $1.11M | 0.11% | +4,561 | New |
| Bullock Wealth Management Group | 4,618 | $1.11M | 0.65% | −103−2.2% | Reduced |
| Cubist Systematic Strategies, LLC | 4,626 | $1.11M | 0.02% | +4,626 | New |
| Kathmere Capital Management, LLC | 4,667 | $1.12M | 0.10% | +532+12.9% | Added |
| Kestra Investment Management, LLC | 4,695 | $1.13M | 0.04% | −445−8.7% | Reduced |
| Nicholas Hoffman & Company, LLC. | 4,704 | $1.13M | 0.05% | +20.0% | Added |
| Texas Bank & Trust Co | 4,727 | $1.14M | 0.47% | +4,727 | New |
| Dorsey & Whitney Trust CO LLC | 4,741 | $1.14M | 0.06% | +74+1.6% | Added |
| Beaumont Financial Advisors, LLC | 4,752 | $1.14M | 0.09% | +17+0.4% | Added |
| Glenview Trust Co | 4,757 | $1.15M | 0.02% | −9−0.2% | Reduced |
| Lazard Asset Management LLC | 4,760 | $1.15M | 0.00% | +1,632+52.2% | Added |
| Boston Financial Mangement LLC | 4,800 | $1.16M | 0.03% | +6+0.1% | Added |
| Transamerica Financial Advisors, Inc. | 4,801 | $1.16M | 0.11% | −404−7.8% | Reduced |
| Aptus Capital Advisors, LLC | 4,820 | $1.16M | 0.01% | +632+15.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 12,893 | $1.17M | 0.20% | +6,145+91.1% | Added |
| Providence Wealth Advisors, LLC | 4,833 | $1.17M | 0.89% | +28+0.6% | Added |
| Andra AP-fonden | 4,900 | $1.18M | 0.02% | −11,600−70.3% | Reduced |
| Coldstream Capital Management Inc | 4,950 | $1.19M | 0.03% | −82−1.6% | Reduced |
| J.W. Cole Advisors, Inc. | 4,956 | $1.19M | 0.05% | +12+0.2% | Added |
| Hanson & Doremus Investment Management | 4,985 | $1.20M | 0.19% | +580+13.2% | Added |
| Ronald Blue Trust, Inc. | 4,986 | $1.20M | 0.02% | −60−1.2% | Reduced |
| Trust Co of Toledo NA | 5,017 | $1.21M | 0.16% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 5,034 | $1.21M | 0.02% | +1,189+30.9% | Added |
| Meeder Advisory Services, Inc. | 5,048 | $1.22M | 0.08% | +214+4.4% | Added |
| Gen-Wealth Partners Inc | 5,048 | $1.22M | 0.52% | −230−4.4% | Reduced |
| Valeo Financial Advisors, LLC | 5,062 | $1.22M | 0.03% | +28+0.6% | Added |
| Johnson Investment Counsel Inc | 5,079 | $1.22M | 0.01% | +38+0.8% | Added |
| Joel Isaacson & Co., LLC | 5,095 | $1.23M | 0.06% | +1,901+59.5% | Added |
| Guyasuta Investment Advisors Inc | 5,095 | $1.23M | 0.08% | −17−0.3% | Reduced |
| Tocqueville Asset Management L.P. | 5,101 | $1.23M | 0.02% | 00.0% | Unchanged |
| Barden Capital Management, Inc. | 5,112 | $1.23M | 1.06% | +23+0.5% | Added |
| Wealth Alliance | 5,116 | $1.23M | 0.15% | +60+1.2% | Added |
| Private Trust Co NA | 5,212 | $1.26M | 0.13% | −189−3.5% | Reduced |
| Ascent Group, LLC | 5,252 | $1.27M | 0.10% | +451+9.4% | Added |
| Prostatis Group LLC | 5,278 | $1.27M | 0.37% | −55−1.0% | Reduced |
| Roundview Capital LLC | 5,292 | $1.27M | 0.09% | 00.0% | Unchanged |
| Haverford Trust Co | 5,297 | $1.28M | 0.01% | −41−0.8% | Reduced |
| Ibex Wealth Advisors | 5,318 | $1.28M | 0.15% | +5,318 | New |
| Plato Investment Management Ltd | 5,359 | $1.30M | 0.10% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 5,395 | $1.30M | 0.01% | +1,772+48.9% | Added |
| Net Worth Advisory Group | 5,402 | $1.30M | 0.40% | +68+1.3% | Added |
| Harbor Capital Advisors, Inc. | 5,428 | $1.31M | 0.06% | +60+1.1% | Added |
| V-Square Quantitative Management LLC | 5,440 | $1.31M | 0.19% | +86+1.6% | Added |
| FineMark National Bank & Trust | 5,460 | $1.32M | 0.05% | −11−0.2% | Reduced |
| Flputnam Investment Management Co | 5,468 | $1.32M | 0.02% | −98−1.8% | Reduced |
| Trust Co of Vermont | 5,490 | $1.32M | 0.06% | −154−2.7% | Reduced |
| PYA Waltman Capital, LLC | 5,498 | $1.32M | 0.43% | +34+0.6% | Added |
| Great Lakes Retirement, Inc. | 5,507 | $1.33M | 0.17% | +182+3.4% | Added |
| SlateStone Wealth, LLC | 5,519 | $1.33M | 0.13% | +157+2.9% | Added |
| HighMark Wealth Management LLC | 5,551 | $1.34M | 0.77% | +28+0.5% | Added |
| Arvest Investments, Inc. | 5,584 | $1.35M | 0.22% | −9,452−62.9% | Reduced |
| Institute for Wealth Management, LLC. | 5,594 | $1.35M | 0.17% | −56−1.0% | Reduced |
| Fiduciary Trust Co | 5,735 | $1.38M | 0.02% | +1,404+32.4% | Added |
| Buckingham Strategic Partners | 5,737 | $1.38M | 0.02% | +2,236+63.9% | Added |
| Sumitomo Life Insurance Co | 5,751 | $1.39M | 0.03% | −174−2.9% | Reduced |
| Quadcap Wealth Management, LLC | 5,777 | $1.39M | 0.20% | −180−3.0% | Reduced |
| Elmwood Wealth Management, Inc. | 5,792 | $1.40M | 0.56% | +9+0.2% | Added |
| Old National Bancorp | 5,793 | $1.40M | 0.03% | −279−4.6% | Reduced |
| Vident Advisory, LLC | 5,797 | $1.40M | 0.02% | +791+15.8% | Added |
| FIL Ltd | 5,815 | $1.40M | 0.00% | +3,162+119.2% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 5,900 | $1.42M | 0.10% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,902 | $1.42M | 0.00% | +1,820+44.6% | Added |
| NJ State Employees Deferred Compensation Plan | 5,943 | $1.43M | 0.17% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 6,010 | $1.45M | 0.72% | −12−0.2% | Reduced |
| JT Stratford LLC | 6,044 | $1.46M | 0.24% | +49+0.8% | Added |
| Squarepoint Ops LLC | 6,099 | $1.47M | 0.00% | −33,904−84.8% | Reduced |
| Allworth Financial LP | 5,958 | $1.47M | 0.01% | +1,571+35.8% | Added |
| Tokio Marine Asset Management Co Ltd | 6,167 | $1.49M | 0.05% | +201+3.4% | Added |
| Vaughan David Investments LLC | 6,215 | $1.50M | 0.04% | 00.0% | Unchanged |
| Claro Advisors LLC | 6,217 | $1.50M | 0.20% | −223−3.5% | Reduced |
| Axxcess Wealth Management, LLC | 6,223 | $1.50M | 0.04% | +886+16.6% | Added |
| RFG - Bristol Wealth Advisors, LLC | 6,231 | $1.50M | 0.49% | +6,231 | New |
| Courier Capital LLC | 6,243 | $1.50M | 0.10% | −105−1.7% | Reduced |
| TD Private Client Wealth LLC | 6,247 | $1.50M | 0.04% | −343−5.2% | Reduced |
| Clearstead Advisors, LLC | 6,249 | $1.51M | 0.02% | −30−0.5% | Reduced |
| Douglass Winthrop Advisors, LLC | 6,319 | $1.52M | 0.03% | +825+15.0% | Added |
| HighPoint Advisor Group LLC | 6,315 | $1.53M | 0.08% | +271+4.5% | Added |
| LRI Investments, LLC | 6,364 | $1.53M | 0.15% | 00.0% | Unchanged |
| Signaturefd, LLC | 6,455 | $1.55M | 0.03% | −252−3.8% | Reduced |
| Avalon Trust Co | 6,487 | $1.56M | 0.11% | +37+0.6% | Added |
| Northern Financial Advisors Inc | 6,531 | $1.57M | 1.26% | −182−2.7% | Reduced |
| Ames National Corp | 6,537 | $1.57M | 1.06% | +6,537 | New |
| DAGCO, Inc. | 6,546 | $1.58M | 0.52% | +152+2.4% | Added |
| Resources Management Corp | 6,546 | $1.58M | 0.22% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 6,550 | $1.58M | 0.02% | −171−2.5% | Reduced |
| BSW Wealth Partners | 6,585 | $1.59M | 0.23% | +63+1.0% | Added |
| Moody National Bank Trust Division | 6,593 | $1.59M | 0.17% | −407−5.8% | Reduced |
| Lowe Brockenbrough & Co Inc | 6,609 | $1.59M | 0.10% | 00.0% | Unchanged |
| Lido Advisors, LLC | 6,638 | $1.60M | 0.01% | −918,013−99.3% | Reduced |
| Tevis Investment Management | 6,675 | $1.61M | 1.19% | −20−0.3% | Reduced |
| IHT Wealth Management, LLC | 6,687 | $1.61M | 0.05% | −4,892−42.2% | Reduced |