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 |
|---|---|---|---|---|---|
| Ashton Thomas Private Wealth, LLC | 6,700 | $1.61M | 0.06% | −143−2.1% | Reduced |
| Paragon Capital Management Inc | 6,746 | $1.63M | 1.27% | +6,746 | New |
| Integrated Wealth Concepts LLC | 6,810 | $1.64M | 0.02% | +266+4.1% | Added |
| Ballast, Inc. | 6,822 | $1.64M | 0.47% | −281−4.0% | Reduced |
| Concord Wealth Partners | 6,839 | $1.65M | 0.27% | −144−2.1% | Reduced |
| Belpointe Asset Management LLC | 7,258 | $1.66M | 0.10% | −25−0.3% | Reduced |
| Pensionfund Sabic | 6,900 | $1.66M | 0.44% | +1,200+21.1% | Added |
| Eagle Capital Management LLC | 6,900 | $1.66M | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 7,155 | $1.66M | 0.03% | +57+0.8% | Added |
| Concord Asset Management, LLC | 6,934 | $1.67M | 0.37% | −372−5.1% | Reduced |
| Beacon Financial Group | 6,972 | $1.68M | 0.18% | −389−5.3% | Reduced |
| Allstate Corp | 6,981 | $1.68M | 0.05% | +6,981 | New |
| Gifford Fong Associates | 7,000 | $1.69M | 0.41% | 00.0% | Unchanged |
| Railway Pension Investments Ltd | 7,000 | $1.69M | 0.02% | +7,000 | New |
| Cornercap Investment Counsel Inc | 7,002 | $1.69M | 0.54% | −244−3.4% | Reduced |
| Parallel Advisors, LLC | 7,011 | $1.69M | 0.04% | +172+2.5% | Added |
| South Dakota Investment Council | 7,030 | $1.69M | 0.03% | 00.0% | Unchanged |
| GAMMA Investing LLC | 7,055 | $1.70M | 0.14% | +797+12.7% | Added |
| David Loasby | 7,343 | $1.71M | 0.16% | −10.0% | Reduced |
| Venture Visionary Partners LLC | 7,107 | $1.71M | 0.07% | −89−1.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,208 | $1.74M | 0.04% | −16−0.2% | Reduced |
| Smith, Salley & Associates | 7,277 | $1.75M | 0.11% | +23+0.3% | Added |
| Essex Financial Services, Inc. | 7,414 | $1.79M | 0.13% | +964+14.9% | Added |
| Benin Management CORP | 7,513 | $1.81M | 0.50% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 7,522 | $1.81M | 0.03% | +2,633+53.9% | Added |
| EP Wealth Advisors, LLC | 7,526 | $1.81M | 0.01% | +1,397+22.8% | Added |
| Profund Advisors LLC | 7,527 | $1.81M | 0.07% | −356−4.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 7,533 | $1.81M | 0.14% | +7,533 | New |
| Academy Capital Management Inc | 7,552 | $1.82M | 0.30% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 7,612 | $1.83M | 0.38% | −596−7.3% | Reduced |
| Community Bank, N.A. | 7,631 | $1.84M | 0.24% | −209−2.7% | Reduced |
| Resources Investment Advisors, LLC. | 7,677 | $1.85M | 0.02% | −479−5.9% | Reduced |
| Fayez Sarofim & Co | 7,688 | $1.85M | 0.00% | +7,688 | New |
| WBH Advisory Inc | 7,771 | $1.87M | 0.17% | −374−4.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,821 | $1.88M | 0.05% | −555−6.6% | Reduced |
| Argent Advisors, Inc. | 7,838 | $1.89M | 0.70% | −1,717−18.0% | Reduced |
| Choate Investment Advisors | 7,890 | $1.90M | 0.05% | +177+2.3% | Added |
| First National Advisers, LLC | 7,892 | $1.90M | 0.31% | −780−9.0% | Reduced |
| FRG Family Wealth Advisors LLC | 7,900 | $1.90M | 0.35% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 7,901 | $1.90M | 0.04% | −100−1.2% | Reduced |
| Dakota Wealth Management | 7,951 | $1.92M | 0.04% | −189−2.3% | Reduced |
| Empirical Finance, LLC | 7,963 | $1.92M | 0.11% | −104−1.3% | Reduced |
| We Are One Seven, LLC | 7,975 | $1.92M | 0.07% | +3,425+75.3% | Added |
| Focus Financial Network, Inc. | 7,976 | $1.92M | 0.08% | −271−3.3% | Reduced |
| Naples Global Advisors, LLC | 7,997 | $1.93M | 0.18% | 00.0% | Unchanged |
| Capital Wealth Planning, LLC | 8,000 | $1.93M | 0.02% | 00.0% | Unchanged |
| Vestcor Inc | 8,004 | $1.93M | 0.06% | +3,830+91.8% | Added |
| Two Sigma Investments, LP | 8,004 | $1.93M | 0.00% | −93,960−92.2% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 8,011 | $1.93M | 0.51% | −1,142−12.5% | Reduced |
| Jacobi Capital Management LLC | 8,041 | $1.94M | 0.14% | +19+0.2% | Added |
| Brevan Howard Capital Management LP | 8,059 | $1.94M | 0.05% | +8,059 | New |
| Cary Street Partners Financial LLC | 8,134 | $1.96M | 0.06% | +8,134 | New |
| Accredited Investors Inc. | 8,207 | $1.98M | 0.12% | −17−0.2% | Reduced |
| CoreCap Advisors, LLC | 8,218 | $1.98M | 0.09% | −293−3.4% | Reduced |
| Hilltop Holdings Inc. | 8,235 | $1.98M | 0.13% | +415+5.3% | Added |
| Snowden Capital Advisors LLC | 8,262 | $1.99M | 0.06% | +1,622+24.4% | Added |
| SG Americas Securities, LLC | 8,276 | $1.99M | 0.01% | −12,616−60.4% | Reduced |
| Cornerstone Planning, LLC | 8,281 | $1.99M | 0.76% | +8,281 | New |
| Bank & Trust Co | 8,354 | $2.01M | 1.69% | −159−1.9% | Reduced |
| Moors & Cabot, Inc. | 8,483 | $2.04M | 0.10% | +650+8.3% | Added |
| BancorpSouth Bank | 8,511 | $2.05M | 0.14% | +37+0.4% | Added |
| Pinnacle Holdings, LLC | 8,693 | $2.09M | 0.79% | −518−5.6% | Reduced |
| United Capital Financial Advisers, LLC | 8,726 | $2.10M | 0.02% | −981−10.1% | Reduced |
| Tectonic Advisors LLC | 8,752 | $2.11M | 0.14% | +47+0.5% | Added |
| 1832 Asset Management L.P. | 8,850 | $2.13M | 0.00% | −1,548−14.9% | Reduced |
| Stonegate Investment Group, LLC | 8,899 | $2.14M | 0.06% | −133−1.5% | Reduced |
| Weaver Capital Management LLC | 8,911 | $2.15M | 0.60% | −629−6.6% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 8,916 | $2.15M | 1.31% | −427−4.6% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 8,928 | $2.15M | 0.67% | +30+0.3% | Added |
| Oppenheimer & Co Inc | 8,999 | $2.17M | 0.03% | −273−2.9% | Reduced |
| Kovitz Investment Group Partners, LLC | 9,007 | $2.17M | 0.01% | +476+5.6% | Added |
| Wetherby Asset Management Inc | 9,082 | $2.19M | 0.10% | −245−2.6% | Reduced |
| Atlantic Union Bankshares Corp | 9,104 | $2.19M | 0.13% | −59−0.6% | Reduced |
| Bleakley Financial Group, LLC | 9,121 | $2.20M | 0.07% | −267−2.8% | Reduced |
| Toroso Investments, LLC | 9,124 | $2.20M | 0.02% | +1,694+22.8% | Added |
| Advisors Asset Management, Inc. | 9,196 | $2.22M | 0.04% | −9,207−50.0% | Reduced |
| Arrow Financial Corp | 9,196 | $2.22M | 0.21% | −131−1.4% | Reduced |
| Cornerstone Advisors, LLC | 9,200 | $2.22M | 0.09% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 9,300 | $2.24M | 0.01% | −72,800−88.7% | Reduced |
| Webster Bank, N. A. | 9,320 | $2.25M | 0.24% | −19,374−67.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 9,385 | $2.26M | 0.08% | +604+6.9% | Added |
| Everence Capital Management Inc | 9,403 | $2.27M | 0.15% | −210−2.2% | Reduced |
| Founders Financial Securities LLC | 9,433 | $2.27M | 0.20% | +164+1.8% | Added |
| Levin Capital Strategies, L.P. | 9,552 | $2.30M | 0.22% | −100−1.0% | Reduced |
| First National Trust Co | 9,582 | $2.31M | 0.09% | −1,095−10.3% | Reduced |
| Parsons Capital Management Inc | 9,586 | $2.31M | 0.13% | 00.0% | Unchanged |
| DSG Capital Advisors, LLC | 9,655 | $2.33M | 0.42% | +9,655 | New |
| Twin Capital Management Inc | 9,674 | $2.33M | 0.26% | −176−1.8% | Reduced |
| Harfst & Associates, Inc. | 9,691 | $2.33M | 0.49% | +773+8.7% | Added |
| Congress Wealth Management LLC | 9,736 | $2.35M | 0.03% | −4,472−31.5% | Reduced |
| Taika Capital, LP | 9,738 | $2.35M | 1.79% | +9,738 | New |
| Wesleyan Assurance Society | 9,740 | $2.35M | 0.18% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 9,978 | $2.40M | 0.02% | +3,180+46.8% | Added |
| Canandaigua National Bank & Trust Co | 9,982 | $2.40M | 0.24% | −1,135−10.2% | Reduced |
| Savoie Capital LLC | 10,000 | $2.41M | 0.29% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 10,000 | $2.41M | 0.03% | +100+1.0% | Added |
| Nilsine Partners, LLC | 10,046 | $2.42M | 0.26% | −24−0.2% | Reduced |
| White Pine Capital LLC | 10,069 | $2.43M | 0.82% | −7−0.1% | Reduced |
| Montag A & Associates Inc | 10,119 | $2.44M | 0.12% | 00.0% | Unchanged |
| Agf Management Ltd | 10,170 | $2.45M | 0.01% | −3,976−28.1% | Reduced |