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 |
|---|---|---|---|---|---|
| Freedom Financial Partners LLC | 859 | $206.8K | 0.10% | +859 | New |
| Lakeview Capital Partners, LLC | 859 | $206.9K | 0.05% | −633−42.4% | Reduced |
| bLong Financial, LLC | 860 | $207.2K | 0.17% | +860 | New |
| Security National Bank of So Dak | 860 | $207.2K | 0.12% | −10−1.1% | Reduced |
| Pflug Koory, LLC | 860 | $207.2K | 0.10% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 863 | $207.8K | 0.01% | +863 | New |
| Colonial River Wealth Management, LLC | 863 | $207.9K | 0.10% | +863 | New |
| Valtinson Bruner Financial Planning LLC | 863 | $207.9K | 0.07% | 00.0% | Unchanged |
| Phillips Financial Management, LLC | 865 | $208.4K | 0.02% | +865 | New |
| Naviter Wealth, LLC | 866 | $208.6K | 0.03% | 00.0% | Unchanged |
| Allianz SE | 870 | $208.7K | 0.01% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 876 | $208.8K | 0.05% | −82−8.6% | Reduced |
| L2 Asset Management, LLC | 867 | $208.9K | 0.05% | −38−4.2% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 873 | $210.3K | 0.10% | −18−2.0% | Reduced |
| Fairfield, Bush & Co. | 876 | $211.0K | 0.12% | 00.0% | Unchanged |
| Carr Financial Group Corp | 877 | $211.2K | 0.07% | +1+0.1% | Added |
| Oarsman Capital, Inc. | 877 | $211.3K | 0.04% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 877 | $211.3K | 0.01% | +877 | New |
| Family Firm, Inc. | 877 | $211.4K | 0.05% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 880 | $212.0K | 0.00% | +2+0.2% | Added |
| Diversify Wealth Management, LLC | 914 | $212.3K | 0.02% | +914 | New |
| Intrua Financial, LLC | 884 | $212.9K | 0.03% | −590−40.0% | Reduced |
| Great Diamond Partners, LLC | 884 | $212.9K | 0.06% | −76−7.9% | Reduced |
| Alpha DNA Investment Management LLC | 885 | $213.2K | 0.12% | −200−18.4% | Reduced |
| Linscomb & Williams, Inc. | 896 | $215.8K | 0.01% | 00.0% | Unchanged |
| Retirement Planning Group | 900 | $216.8K | 0.01% | +39+4.5% | Added |
| First Financial Bank - Trust Division | 904 | $217.8K | 0.02% | −2−0.2% | Reduced |
| Fiduciary Alliance LLC | 905 | $217.9K | 0.02% | +905 | New |
| Salem Investment Counselors Inc | 905 | $218.0K | 0.01% | +44+5.1% | Added |
| Convergence Investment Partners, LLC | 906 | $218.3K | 0.05% | −9−1.0% | Reduced |
| Narus Financial Partners, LLC | 910 | $219.2K | 0.07% | 00.0% | Unchanged |
| Ironwood Financial, llc | 911 | $219.5K | 0.05% | 00.0% | Unchanged |
| D L Carlson Investment Group Inc | 911 | $219.5K | 0.04% | +13+1.4% | Added |
| MV Capital Management, Inc. | 914 | $220.2K | 0.02% | −2−0.2% | Reduced |
| One Wealth Advisors, LLC | 915 | $220.4K | 0.03% | −28−3.0% | Reduced |
| Highland Capital Management, LLC | 915 | $220.4K | 0.01% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 917 | $221.0K | 0.07% | +1+0.1% | Added |
| Somerset Trust Co | 918 | $221.1K | 0.08% | +45+5.2% | Added |
| Community Financial Services Group, LLC | 918 | $221.1K | 0.04% | 00.0% | Unchanged |
| Madrona Financial Services, LLC | 921 | $221.9K | 0.06% | +12+1.3% | Added |
| SRN Advisors, LLC | 922 | $222.1K | 0.20% | +922 | New |
| Trustmark National Bank Trust Department | 929 | $223.8K | 0.02% | +929 | New |
| Stokes Family Office, LLC | 929 | $223.8K | 0.02% | +929 | New |
| Alteri Wealth LLC | 930 | $224.1K | 0.06% | +930 | New |
| Penn Davis McFarland Inc | 933 | $224.8K | 0.02% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 935 | $225.2K | 0.02% | −740−44.2% | Reduced |
| Valmark Advisers, Inc. | 940 | $226.4K | 0.00% | +48+5.4% | Added |
| Brendel Financial Advisors LLC | 944 | $227.0K | 0.14% | 00.0% | Unchanged |
| Humankind Investments LLC | 944 | $227.4K | 0.06% | −128−11.9% | Reduced |
| Edmp, Inc. | 945 | $227.6K | 0.22% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 948 | $228.4K | 0.02% | +29+3.2% | Added |
| Core Alternative Capital | 949 | $228.6K | 0.05% | 00.0% | Unchanged |
| GWN Securities Inc. | 949 | $229.6K | 0.06% | +949 | New |
| Zacks Investment Management | 953 | $229.6K | 0.00% | +10+1.1% | Added |
| Tortoise Investment Management, LLC | 961 | $231.4K | 0.02% | +1+0.1% | Added |
| Sage Mountain Advisors LLC | 965 | $232.5K | 0.02% | +965 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 875 | $232.7K | 0.00% | +875 | New |
| Pin Oak Investment Advisors Inc | 997 | $233.0K | 0.21% | 00.0% | Unchanged |
| Washington Trust Co | 969 | $233.4K | 0.01% | −1−0.1% | Reduced |
| Ti-Trust, Inc | 976 | $235.1K | 0.16% | +6+0.6% | Added |
| New Wave Wealth Advisors LLC | 979 | $235.8K | 0.10% | −50−4.9% | Reduced |
| Sovereign Financial Group, Inc. | 980 | $236.1K | 0.05% | −6−0.6% | Reduced |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 980 | $236.1K | 0.14% | +980 | New |
| Perpetual Ltd | 984 | $237.0K | 0.00% | 00.0% | Unchanged |
| Global Strategic Investment Solutions, LLC | 985 | $237.3K | 0.03% | 00.0% | Unchanged |
| SFMG, LLC | 986 | $237.5K | 0.02% | 00.0% | Unchanged |
| Legacy Edge Advisors, LLC | 992 | $238.0K | 0.04% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 991 | $238.7K | 0.02% | +84+9.3% | Added |
| Bragg Financial Advisors, Inc | 992 | $239.0K | 0.01% | −44−4.2% | Reduced |
| Financial Council Asset Management Inc | 994 | $239.4K | 0.12% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 1,000 | $240.9K | 0.02% | 00.0% | Unchanged |
| Red Wave Investments LLC | 1,000 | $240.9K | 0.08% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 1,000 | $240.9K | 0.02% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,001 | $241.1K | 0.03% | +54+5.7% | Added |
| Quantum Financial Advisors, LLC | 1,001 | $241.1K | 0.04% | 00.0% | Unchanged |
| Secured Retirement Advisors, LLC | 1,001 | $241.1K | 0.14% | +75+8.1% | Added |
| Next Capital Management LLC | 1,004 | $241.9K | 0.10% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 1,004 | $241.9K | 0.11% | +4+0.4% | Added |
| Templeton & Phillips Capital Management, LLC | 1,005 | $242.1K | 0.19% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 1,006 | $242.3K | 0.02% | +22+2.2% | Added |
| Chicago Trust Co NA | 1,009 | $243.1K | 0.04% | 00.0% | Unchanged |
| Breakwater Capital Group | 1,011 | $243.5K | 0.05% | −2−0.2% | Reduced |
| Old Mission Investment Co LLC | 1,013 | $244.0K | 0.07% | 00.0% | Unchanged |
| Callan Capital, LLC | 1,016 | $244.7K | 0.02% | +2+0.2% | Added |
| Sageworth Trust Co | 1,016 | $244.7K | 0.02% | +18+1.8% | Added |
| Wedgewood Investors Inc | 1,020 | $245.7K | 0.29% | 00.0% | Unchanged |
| Greenup Street Wealth Management LLC | 1,022 | $246.1K | 0.05% | −11−1.1% | Reduced |
| McLean Asset Management Corp | 1,022 | $246.2K | 0.07% | +30+3.0% | Added |
| Trust Point Inc. | 1,022 | $246.2K | 0.02% | −9−0.9% | Reduced |
| HCR Wealth Advisors | 1,023 | $246.4K | 0.03% | 00.0% | Unchanged |
| Leigh Baldwin & Co., LLC | 1,024 | $246.6K | 0.21% | +1,024 | New |
| Crews Bank & Trust | 1,024 | $246.7K | 0.04% | +1,024 | New |
| OneAscent Financial Services LLC | 1,024 | $247.0K | 0.02% | +1,024 | New |
| Rehmann Capital Advisory Group | 1,030 | $248.2K | 0.02% | +36+3.6% | Added |
| Financial Advocates Investment Management | 1,033 | $249.0K | 0.01% | +58+5.9% | Added |
| Fukoku Mutual Life Insurance Co | 1,036 | $249.6K | 0.02% | 00.0% | Unchanged |
| Jarislowsky, Fraser Ltd | 1,040 | $250.5K | 0.00% | −3−0.3% | Reduced |
| Confluence Wealth Services, Inc. | 1,038 | $250.7K | 0.02% | +144+16.1% | Added |
| Strait & Sound Wealth Management LLC | 1,043 | $251.2K | 0.12% | −185−15.1% | Reduced |
| Altfest L J & Co Inc | 1,044 | $251.6K | 0.03% | +5+0.5% | Added |