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
- 1,590
- +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.
| 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 |
|---|---|---|---|---|---|
| Toth Financial Advisory Corp | 85 | $20.5K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 86 | $20.7K | 0.00% | −699−89.0% | Reduced |
| Mascoma Wealth Management LLC | 86 | $20.7K | 0.01% | +19+28.4% | Added |
| Riverview Trust Co | 87 | $21.0K | 0.02% | 00.0% | Unchanged |
| Runnymede Capital Advisors, Inc. | 88 | $21.2K | 0.02% | +88 | New |
| FSA Wealth Management LLC | 90 | $21.6K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 91 | $21.8K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 91 | $21.9K | 0.00% | +11+13.8% | Added |
| Millstone Evans Group, LLC | 92 | $22.2K | 0.02% | +92 | New |
| Painted Porch Advisors LLC | 93 | $22.4K | 0.01% | +93 | New |
| Kohmann Bosshard Financial Services, LLC | 98 | $23.5K | 0.00% | +98 | New |
| Pineridge Advisors LLC | 100 | $24.1K | 0.01% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 100 | $24.1K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 100 | $24.1K | 0.01% | 00.0% | Unchanged |
| Lavaca Capital LLC | 100 | $24.1K | 0.01% | +100 | New |
| ESL Trust Services, LLC | 100 | $24.1K | 0.01% | +100 | New |
| Whipplewood Advisors, LLC | 101 | $24.3K | 0.01% | +101 | New |
| Rise Advisors, LLC | 102 | $24.5K | 0.01% | +1+1.0% | Added |
| Abound Wealth Management | 104 | $25.1K | 0.01% | +1+1.0% | Added |
| Luken Investment Analytics, LLC | 106 | $25.5K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 106 | $26.0K | 0.01% | +106 | New |
| New England Capital Financial Advisors LLC | 110 | $26.5K | 0.01% | 00.0% | Unchanged |
| Putney Financial Group LLC | 110 | $26.5K | 0.02% | +110 | New |
| Clear Investment Research, LLC | 111 | $26.8K | 0.04% | 00.0% | Unchanged |
| YANKCOM Partnership | 113 | $27.2K | 0.01% | +113 | New |
| Riggs Asset Managment Co. Inc. | 115 | $27.6K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 116 | $27.9K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 118 | $28.4K | 0.01% | +4+3.5% | Added |
| Park Place Capital Corp | 119 | $28.7K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 121 | $29.2K | 0.01% | −53−30.5% | Reduced |
| Kapitalo Investimentos Ltda | 124 | $29.9K | 0.02% | +124 | New |
| Castleview Partners, LLC | 128 | $30.8K | 0.02% | +128 | New |
| West Branch Capital LLC | 129 | $31.1K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 134 | $32.3K | 0.00% | +1+0.8% | Added |
| Wood Tarver Financial Group, LLC | 137 | $33.0K | 0.01% | +137 | New |
| Laurel Wealth Advisors LLC | 138 | $33.2K | 0.01% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 142 | $34.2K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 143 | $34.4K | 0.00% | −14−8.9% | Reduced |
| BOK Financial Private Wealth, Inc. | 143 | $34.4K | 0.00% | +4+2.9% | Added |
| Trust Co | 144 | $34.7K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 145 | $34.9K | 0.01% | +9+6.6% | Added |
| Tucker Asset Management LLC | 149 | $35.9K | 0.00% | 00.0% | Unchanged |
| American National Bank | 150 | $36.1K | 0.00% | −10−6.3% | Reduced |
| Wellington Shields Capital Management, LLC | 150 | $36.1K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 150 | $36.1K | 0.01% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 150 | $36.1K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 151 | $36.4K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 152 | $36.6K | 0.01% | 00.0% | Unchanged |
| Generali Investments, Management Co LLC | 152 | $36.6K | 0.01% | +152 | New |
| Westside Investment Management, Inc. | 152 | $36.6K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 158 | $38.1K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 160 | $38.5K | 0.03% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 161 | $38.8K | 0.01% | +12+8.1% | Added |
| UMA Financial Services, Inc. | 163 | $39.3K | 0.01% | +163 | New |
| SJS Investment Consulting Inc. | 164 | $39.5K | 0.01% | −6−3.5% | Reduced |
| Fourth Dimension Wealth, LLC | 165 | $39.7K | 0.02% | +165 | New |
| GW&K Investment Management, LLC | 164 | $40.0K | 0.00% | +49+42.6% | Added |
| Tributary Capital Management, LLC | 169 | $40.7K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 170 | $41.0K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 175 | $42.2K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 181 | $43.7K | 0.03% | +181 | New |
| Quarry LP | 190 | $45.8K | 0.01% | +152+400.0% | Added |
| Knights of Columbus Asset Advisors LLC | 200 | $48.2K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 200 | $48.2K | 0.01% | 00.0% | Unchanged |
| Providence First Trust Co | 200 | $48.2K | 0.02% | +200 | New |
| Princeton Global Asset Management LLC | 202 | $48.7K | 0.01% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 203 | $48.9K | 0.03% | +203 | New |
| Vestor Capital, LLC | 205 | $49.0K | 0.00% | +5+2.5% | Added |
| Nemes Rush Group LLC | 204 | $49.2K | 0.01% | +19+10.3% | Added |
| Glass Jacobson Investment Advisors llc | 205 | $49.4K | 0.02% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 205 | $49.4K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 205 | $49.4K | 0.00% | +1+0.5% | Added |
| Colonial Trust Advisors | 209 | $50.4K | 0.00% | 00.0% | Unchanged |
| Motco | 216 | $52.0K | 0.01% | −15−6.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 221 | $53.2K | 0.00% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 226 | $54.0K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 229 | $55.2K | 0.05% | +229 | New |
| Kennebec Savings Bank | 244 | $56.9K | 0.06% | −64−20.8% | Reduced |
| Piscataqua Savings Bank | 237 | $57.1K | 0.05% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 238 | $57.3K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 243 | $58.5K | 0.02% | +16+7.0% | Added |
| Ridgewood Investments LLC | 244 | $58.7K | 0.03% | −39−13.8% | Reduced |
| Independence Bank of Kentucky | 247 | $59.5K | 0.01% | −41−14.2% | Reduced |
| Battery Global Advisors, LLC | 250 | $60.2K | 0.03% | 00.0% | Unchanged |
| Monetary Management Group Inc | 251 | $60.5K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 252 | $60.7K | 0.01% | +215+581.1% | Added |
| Main Street Group, LTD | 254 | $61.2K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 260 | $62.6K | 0.02% | +65+33.3% | Added |
| Crewe Advisors LLC | 264 | $63.6K | 0.01% | −74−21.9% | Reduced |
| Loomis Sayles & Co L P | 271 | $65.0K | 0.00% | +271 | New |
| Strategic Investment Solutions, Inc. | 306 | $66.2K | 0.02% | −3−1.0% | Reduced |
| Hartford Financial Management Inc. | 278 | $67.0K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 279 | $67.2K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 280 | $67.4K | 0.01% | +153+120.5% | Added |
| Coastline Trust Co | 285 | $68.7K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 289 | $69.6K | 0.02% | +289 | New |
| Financial Perspectives, Inc | 290 | $69.9K | 0.02% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 295 | $71.0K | 0.07% | +295 | New |
| Bangor Savings Bank | 300 | $72.4K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 301 | $72.5K | 0.01% | −63−17.3% | Reduced |