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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 308 | $74.0K | 0.01% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 309 | $74.4K | 0.03% | 00.0% | Unchanged |
| WPG Advisers, LLC | 314 | $75.6K | 0.07% | +314 | New |
| Bell Investment Advisors, Inc | 315 | $75.8K | 0.01% | +9+2.9% | Added |
| Transce3nd, LLC | 320 | $77.1K | 0.03% | +320 | New |
| Continuum Advisory, LLC | 320 | $77.1K | 0.01% | −10−3.0% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 321 | $77.3K | 0.02% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 322 | $77.6K | 0.03% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 323 | $77.8K | 0.02% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 325 | $78.3K | 0.04% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 334 | $80.4K | 0.03% | +334 | New |
| Valued Wealth Advisors LLC | 336 | $81.0K | 0.05% | +5+1.5% | Added |
| Financial Life Planners | 337 | $81.6K | 0.07% | +337 | New |
| ORG Wealth Partners, LLC | 340 | $81.9K | 0.03% | +48+16.4% | Added |
| Northwest Bank & Trust Co | 308 | $81.9K | 0.06% | 00.0% | Unchanged |
| Rogco, LP | 343 | $82.6K | 0.03% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 344 | $82.8K | 0.01% | +1+0.3% | Added |
| SBI Securities Co., Ltd. | 345 | $83.1K | 0.00% | +345 | New |
| First Financial Corp | 351 | $84.6K | 0.04% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 363 | $87.4K | 0.00% | +151+71.2% | Added |
| First United Bank Trust | 364 | $87.7K | 0.03% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 372 | $89.6K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 398 | $95.9K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 399 | $96.0K | 0.06% | +88+28.3% | Added |
| Hemington Wealth Management | 414 | $99.0K | 0.02% | +60+16.9% | Added |
| Tobam | 421 | $101.0K | 0.03% | +6+1.4% | Added |
| Old Point Trust & Financial Services N A | 420 | $101.2K | 0.04% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 437 | $105.3K | 0.00% | −32−6.8% | Reduced |
| CVA Family Office, LLC | 442 | $106.5K | 0.02% | +29+7.0% | Added |
| Atlas Capital Advisors LLC | 460 | $110.8K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 464 | $111.7K | 0.06% | −78−14.4% | Reduced |
| S.A. Mason LLC | 465 | $112.0K | 0.06% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 500 | $120.4K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 500 | $120.4K | 0.05% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 500 | $120.4K | 0.08% | +500 | New |
| Evelyn Partners Investment Management LLP | 500 | $120.4K | 0.00% | +500 | New |
| Caitong International Asset Management Co., Ltd | 505 | $121.6K | 0.12% | +505 | New |
| Indiana Trust & Investment Management CO | 507 | $122.1K | 0.04% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 508 | $122.4K | 0.01% | +197+63.3% | Added |
| Rocky Mountain Advisers, LLC | 515 | $124.1K | 0.04% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 527 | $126.9K | 0.06% | −47−8.2% | Reduced |
| CGC Financial Services, LLC | 536 | $129.1K | 0.05% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 549 | $132.2K | 0.03% | +117+27.1% | Added |
| Bray Capital Advisors | 596 | $143.6K | 0.04% | 00.0% | Unchanged |
| Spurstone Advisory Services, LLC | 596 | $143.6K | 2.73% | +596 | New |
| Cary Street Partner Investment Advisory LLC | 605 | $145.7K | 0.10% | −8,070−93.0% | Reduced |
| Estabrook Capital Management | 606 | $146.0K | 0.02% | −4−0.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 614 | $147.8K | 0.02% | +1+0.2% | Added |
| Jackson, Grant Investment Advisers, Inc. | 618 | $148.9K | 0.06% | +1+0.2% | Added |
| Heritage Wealth Advisors | 626 | $150.8K | 0.01% | −396−38.7% | Reduced |
| Dougherty Wealth Advisers LLC | 628 | $151.3K | 0.12% | 00.0% | Unchanged |
| Adirondack Trust Co | 630 | $151.8K | 0.06% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 631 | $152.0K | 0.09% | 00.0% | Unchanged |
| Quest Partners LLC | 637 | $153.4K | 0.02% | −1,100−63.3% | Reduced |
| City Holding Co | 641 | $154.4K | 0.02% | +170+36.1% | Added |
| Grove Bank & Trust | 644 | $155.1K | 0.02% | +235+57.5% | Added |
| Eagle Bay Advisors LLC | 649 | $156.4K | 0.10% | −159−19.7% | Reduced |
| Bruce G. Allen Investments, LLC | 650 | $156.6K | 0.13% | −3−0.5% | Reduced |
| Stonebridge Financial Group, LLC | 670 | $161.4K | 0.02% | +670 | New |
| Clean Yield Group | 671 | $161.6K | 0.05% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 679 | $163.6K | 0.14% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 717 | $172.7K | 0.01% | +47+7.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 700 | $175.7K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 743 | $179.0K | 0.06% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 744 | $179.2K | 0.00% | +183+32.6% | Added |
| Citizens National Bank Trust Department | 750 | $180.7K | 0.04% | 00.0% | Unchanged |
| Tompkins Financial Corp | 759 | $182.8K | 0.02% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 761 | $183.3K | 0.09% | +761 | New |
| GeoWealth Management, LLC | 776 | $186.9K | 0.01% | −92−10.6% | Reduced |
| Addison Advisors LLC | 777 | $187.2K | 0.05% | −25−3.1% | Reduced |
| CNB Bank | 794 | $191.3K | 0.09% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 799 | $192.5K | 0.05% | +2+0.3% | Added |
| Logan Capital Management Inc | 800 | $192.7K | 0.01% | −150−15.8% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 806 | $194.2K | 0.38% | +119+17.3% | Added |
| Valley National Advisers Inc | 829 | $199.0K | 0.04% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 832 | $200.4K | 0.00% | +832 | New |
| Biltmore Family Office, LLC | 834 | $200.9K | 0.03% | +834 | New |
| Voleon Capital Management LP | 836 | $201.4K | 0.01% | +836 | New |
| Wealth Quarterback LLC | 837 | $201.7K | 0.09% | −125−13.0% | Reduced |
| Tilia Fiduciary Partners, Inc. | 838 | $201.9K | 0.14% | −23−2.7% | Reduced |
| Fortitude Advisory Group L.L.C. | 840 | $202.3K | 0.12% | +840 | New |
| ORG Partners LLC | 842 | $202.8K | 0.03% | +459+119.8% | Added |
| Journey Strategic Wealth LLC | 842 | $202.8K | 0.01% | +842 | New |
| Financial Advisory Corp | 844 | $203.0K | 0.07% | +844 | New |
| Horizons Wealth Management | 843 | $203.1K | 0.16% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 843 | $203.1K | 0.08% | +9+1.1% | Added |
| Strategic Wealth Partners, Ltd. | 836 | $203.2K | 0.02% | +836 | New |
| Personal Cfo Solutions, LLC | 845 | $203.5K | 0.04% | −23−2.6% | Reduced |
| Walleye Capital LLC | 845 | $203.6K | 0.00% | −895−51.4% | Reduced |
| First Community Trust NA | 845 | $203.6K | 0.15% | 00.0% | Unchanged |
| Keel Point, LLC | 846 | $203.7K | 0.02% | +846 | New |
| Ridgecrest Wealth Partners, LLC | 849 | $204.5K | 0.11% | −1,216−58.9% | Reduced |
| Thrive Wealth Management, LLC | 850 | $204.7K | 0.04% | +850 | New |
| AlphaCore Capital LLC | 850 | $204.7K | 0.04% | +850 | New |
| Ashton Thomas Securities, LLC | 849 | $205.0K | 0.06% | +181+27.1% | Added |
| Fiera Capital Corp | 851 | $205.0K | 0.00% | +851 | New |
| SageView Advisory Group, LLC | 851 | $205.1K | 0.01% | +851 | New |
| First Western Trust Bank | 854 | $205.7K | 0.01% | +854 | New |
| Lodestar Private Asset Management LLC | 855 | $206.0K | 0.03% | −25−2.8% | Reduced |
| Sentry Investment Management LLC | 857 | $206.0K | 0.10% | −139−14.0% | Reduced |