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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, 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.

Institutional holdersQ4 2024: 1,589 institutions
Q1 2021: 1,172 institutionsQ2 2021: 1,138 institutionsQ3 2021: 1,137 institutionsQ4 2021: 1,229 institutionsQ1 2022: 1,277 institutionsQ2 2022: 1,222 institutionsQ3 2022: 1,204 institutionsQ4 2022: 1,303 institutionsQ1 2023: 1,269 institutionsQ2 2023: 1,287 institutionsQ3 2023: 1,259 institutionsQ4 2023: 1,333 institutionsQ1 2024: 1,451 institutionsQ2 2024: 1,414 institutionsQ3 2024: 1,470 institutionsQ4 2024: 1,589 institutionsQ1 2025: 1,644 institutionsQ2 2025: 1,638 institutionsQ3 2025: 1,680 institutionsQ4 2025: 1,779 institutionsQ1 2026: 1,804 institutionsQ2 2026: 1,868 institutions
Value heldQ4 2024: $45.6B
Q1 2021: $31.5BQ2 2021: $31.0BQ3 2021: $31.1BQ4 2021: $31.3BQ1 2022: $36.0BQ2 2022: $33.1BQ3 2022: $29.7BQ4 2022: $36.0BQ1 2023: $32.3BQ2 2023: $32.5BQ3 2023: $30.5BQ4 2023: $36.0BQ1 2024: $43.6BQ2 2024: $38.8BQ3 2024: $44.0BQ4 2024: $45.6BQ1 2025: $49.8BQ2 2025: $50.7BQ3 2025: $51.9BQ4 2025: $53.8BQ1 2026: $52.1BQ2 2026: $61.0B
Institutions holding TRV and their total value by quarter
QuarterHoldersValue
Q2 20261,868$61.0B
Q1 20261,804$52.1B
Q4 20251,779$53.8B
Q3 20251,680$51.9B
Q2 20251,638$50.7B
Q1 20251,644$49.8B
Q4 20241,589$45.6B
Q3 20241,470$44.0B
Q2 20241,414$38.8B
Q1 20241,451$43.6B
Q4 20231,333$36.0B
Q3 20231,259$30.5B
Q2 20231,287$32.5B
Q1 20231,269$32.3B
Q4 20221,303$36.0B
Q3 20221,204$29.7B
Q2 20221,222$33.1B
Q1 20221,277$36.0B
Q4 20211,229$31.3B
Q3 20211,137$31.1B
Q2 20211,138$31.0B
Q1 20211,172$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
InstitutionSharesValue% of portfolioChange in sharesAction
Machina Capital S.A.S.0$00.00%−5,665−100.0%Sold out
Dynamic Advisor Solutions LLC0$00.00%−5,657−100.0%Sold out
Advanced Portfolio Management, LLC0$00.00%−4,999−100.0%Sold out
nVerses Capital, LLC0$00.00%−4,200−100.0%Sold out
Abner Herrman & Brock LLC0$00.00%−4,046−100.0%Sold out
DoubleLine ETF Adviser LP0$00.00%−3,645−100.0%Sold out
Win Advisors, Inc0$00.00%−3,499−100.0%Sold out
Catalytic Wealth RIA, LLC0$00.00%−2,999−100.0%Sold out
Cowen and Company, LLC0$00.00%−2,741−100.0%Sold out
Rinkey Investments0$00.00%−2,675−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−2,659−100.0%Sold out
McElhenny Sheffield Capital Management, LLC0$00.00%−2,310−100.0%Sold out
Summit Trail Advisors, LLC0$00.00%−2,305−100.0%Sold out
Diversify Advisory Services, LLC0$00.00%−2,032−100.0%Sold out
Clarity Financial LLC0$00.00%−1,945−100.0%Sold out
MQS Management LLC0$00.00%−1,935−100.0%Sold out
Ontario Teachers Pension Plan Board0$00.00%−1,729−100.0%Sold out
Symphony Financial, Ltd. Co.0$00.00%−11,831−100.0%Sold out
Eubel Brady & Suttman Asset Management Inc0$00.00%−1,615−100.0%Sold out
New Century Financial Group, LLC0$00.00%−1,592−100.0%Sold out
Nebula Research & Development LLC0$00.00%−1,568−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−1,453−100.0%Sold out
MBB Public Markets I LLC0$00.00%−1,440−100.0%Sold out
Peoples Bank0$00.00%−1,270−100.0%Sold out
Exchange Bank0$00.00%−1,223−100.0%Sold out
Catalyst Funds Management Pty Ltd0$00.00%−1,200−100.0%Sold out
Morningstar Investment Services LLC0$00.00%−1,091−100.0%Sold out
Pinnacle Wealth Planning Services, Inc.0$00.00%−1,060−100.0%Sold out
Westpac Banking Corp0$00.00%−1,047−100.0%Sold out
Grantham, Mayo, Van Otterloo & Co. LLC0$00.00%−1,032−100.0%Sold out
Heritage Oak Wealth Advisors LLC0$00.00%−1,029−100.0%Sold out
Legacy Advisors, LLC0$00.00%−993−100.0%Sold out
CPA Asset Management LLC0$00.00%−970−100.0%Sold out
Winton Group Ltd0$00.00%−964−100.0%Sold out
CenterStar Asset Management, LLC0$00.00%−962−100.0%Sold out
Cahill Financial Advisors Inc0$00.00%−908−100.0%Sold out
Ground Swell Capital, LLC0$00.00%−908−100.0%Sold out
Main Street Financial Solutions, LLC0$00.00%−879−100.0%Sold out
Emerald Advisors, LLC0$00.00%−775−100.0%Sold out
Crestmont Private Wealth LLC0$00.00%−878−100.0%Sold out
United Asset Strategies, Inc.0$00.00%−872−100.0%Sold out
Blue Chip Partners, Inc.0$00.00%−743−100.0%Sold out
USA Financial Portformulas Corp0$00.00%−729−100.0%Sold out
Alta Advisers Ltd0$00.00%−700−100.0%Sold out
Capital Performance Advisors LLP0$00.00%−509−100.0%Sold out
IMA Wealth, Inc.0$00.00%−379−100.0%Sold out
Reuter James Wealth Management, LLC0$00.00%−359−100.0%Sold out
Financial Network Wealth Advisors LLC0$00.00%−253−100.0%Sold out
Wintrust Investments LLC0$00.00%−248−100.0%Sold out
Jaffetilchin Investment Partners, LLC0$00.00%−226−100.0%Sold out
Flaharty Asset Management, LLC0$00.00%−156−100.0%Sold out
Gilliland Jeter Wealth Management LLC0$00.00%−143−100.0%Sold out
Authentikos Wealth Advisory, LLC0$00.00%−112−100.0%Sold out
Northwest Financial Advisors0$00.00%−110−100.0%Sold out
Operose Advisors LLC0$00.00%−95−100.0%Sold out
Godsey & Gibb Associates0$00.00%−90−100.0%Sold out
Hobbs Group Advisors, LLC0$00.00%−79−100.0%Sold out
Cetera Trust Company, N.A0$00.00%−68−100.0%Sold out
McMahon Financial Advisors, LLC0$00.00%−65−100.0%Sold out
West Oak Capital, LLC0$00.00%−60−100.0%Sold out
Copley Financial Group, Inc.0$00.00%−57−100.0%Sold out
Householder Group Estate & Retirement Specialist, LLC0$00.00%−45−100.0%Sold out
Twin Tree Management, LP0$00.00%−36−100.0%Sold out
Strengthening Families & Communities, LLC0$00.00%−27−100.0%Sold out
Talon Private Wealth, LLC0$00.00%−25−100.0%Sold out
Reston Wealth Management LLC0$00.00%−24−100.0%Sold out
McClarren Financial Advisors, Inc.0$00.00%−17−100.0%Sold out
Redmont Wealth Advisors LLC0$00.00%−15−100.0%Sold out
Mattson Financial Services, LLC0$00.00%−17−100.0%Sold out
Chilton Capital Management LLC0$00.00%−14−100.0%Sold out
Voisard Asset Management Group, Inc.0$00.00%−13−100.0%Sold out
Proffitt & Goodson Inc0$00.00%−12−100.0%Sold out
Clear Point Advisors Inc.0$00.00%−11−100.0%Sold out
IAG Wealth Partners, LLC0$00.00%−10−100.0%Sold out
Claris Advisors, LLC0$00.00%−3−100.0%Sold out
Hoey Investments, Inc0$00.00%−2−100.0%Sold out
Mendota Financial Group, LLC0$00.00%−1−100.0%Sold out
Dogwood Wealth Management LLC0$00.00%0Sold out
Raymond James & Associates––––Not filed
Raymond James Financial Services Advisors, Inc.––––Not filed
Raymond James Trust N.A.––––Not filed
Rakuten Investment Management, Inc.––––Not filed
B. Metzler seel. Sohn & Co. Holding AG––––Not filed
SpiderRock Advisors, LLC––––Not filed
Banque Cantonale Vaudoise––––Not filed
Guardian Capital Advisors LP––––Not filed
FinTrust Capital Advisors, LLC––––Not filed
Prio Wealth Limited Partnership––––Not filed
Verdad Advisers, LP––––Not filed
Alpine Bank Wealth Management––––Not filed
Naples Money Management LLC––––Not filed
Inscription Capital, LLC––––Not filed
New Potomac Partners, LLC––––Not filed
Kowal Investment Group, LLC––––Not filed
Gateway Advisory, LLC––––Not filed
9258 Wealth Management, LLC––––Not filed
Alera Investment Advisors, LLC––––Not filed
GYL Financial Synergies, LLC––––Not filed
Annapolis Financial Services, LLC––––Not filed
PEAK6 Investments LLC––––Not filed