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 |
|---|---|---|---|---|---|
| RiverFront Investment Group, LLC | 1,046 | $252.0K | 0.01% | +1,046 | New |
| Legacy Trust | 1,051 | $253.2K | 0.06% | −143−12.0% | Reduced |
| Ellevest, Inc. | 1,054 | $253.9K | 0.01% | +79+8.1% | Added |
| Pettee Investors, Inc. | 1,059 | $255.1K | 0.13% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 1,065 | $256.5K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 1,065 | $256.5K | 0.06% | 00.0% | Unchanged |
| Milestone Asset Management Group, LLC | 1,066 | $256.7K | 0.23% | +1,066 | New |
| Centennial Bank | 1,066 | $256.8K | 0.12% | 00.0% | Unchanged |
| Baxter Bros Inc | 1,071 | $258.0K | 0.03% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 1,071 | $258.0K | 0.06% | −54−4.8% | Reduced |
| First Affirmative Financial Network | 1,073 | $258.6K | 0.15% | −258−19.4% | Reduced |
| Aprio Wealth Management, LLC | 1,075 | $259.0K | 0.04% | +101+10.4% | Added |
| Voya Financial Advisors, Inc. | 1,082 | $259.5K | 0.03% | −14−1.3% | Reduced |
| Charles Schwab Trust Co | 1,081 | $260.4K | 0.02% | +12+1.1% | Added |
| RMB Capital Management, LLC | 1,083 | $261.0K | 0.01% | −880−44.8% | Reduced |
| Sterling Capital Management LLC | 1,085 | $261.4K | 0.00% | −755−41.0% | Reduced |
| Fidelis Capital Partners, LLC | 1,075 | $262.9K | 0.03% | +69+6.9% | Added |
| Childress Capital Advisors, LLC | 1,094 | $263.5K | 0.07% | +17+1.6% | Added |
| Alpha Cubed Investments, LLC | 1,096 | $264.0K | 0.01% | +8+0.7% | Added |
| Stratos Wealth Advisors, LLC | 1,098 | $264.6K | 0.01% | −58−5.0% | Reduced |
| Blume Capital Management, Inc. | 1,100 | $265.0K | 0.06% | 00.0% | Unchanged |
| Five Oceans Advisors | 1,103 | $265.7K | 0.12% | −210−16.0% | Reduced |
| Anchor Investment Management, LLC | 1,103 | $265.7K | 0.02% | −6−0.5% | Reduced |
| Farmers & Merchants Investments Inc | 1,108 | $266.9K | 0.01% | 00.0% | Unchanged |
| Sloy Dahl & Holst, LLC | 1,114 | $268.4K | 0.03% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 1,116 | $268.8K | 0.10% | −16−1.4% | Reduced |
| Ci Investments Inc. | 1,118 | $269.0K | 0.00% | −5,010−81.8% | Reduced |
| Marino, Stram & Associates LLC | 1,118 | $269.4K | 0.06% | +57+5.4% | Added |
| JFS Wealth Advisors, LLC | 1,119 | $269.6K | 0.02% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 1,122 | $270.3K | 0.04% | −96−7.9% | Reduced |
| Aaron Wealth Advisors | 1,130 | $272.2K | 0.03% | +169+17.6% | Added |
| Legacy Financial Advisors, Inc. | 1,138 | $274.1K | 0.05% | +101+9.7% | Added |
| Keystone Financial Group, Inc. | 1,140 | $274.6K | 0.22% | +1,140 | New |
| EagleClaw Capital Managment, LLC | 1,146 | $276.1K | 0.04% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 1,146 | $276.1K | 0.07% | +62+5.7% | Added |
| Revolve Wealth Partners, LLC | 1,146 | $276.1K | 0.04% | +1,146 | New |
| Catalyst Financial Partners LLC | 1,149 | $276.8K | 0.05% | +35+3.1% | Added |
| Aster Capital Management (DIFC) Ltd | 1,150 | $277.0K | 0.11% | −693−37.6% | Reduced |
| Willner & Heller, LLC | 1,151 | $277.2K | 0.24% | +5+0.4% | Added |
| Flagship Wealth Advisors, LLC | 1,154 | $278.0K | 0.16% | +1,154 | New |
| Onyx Bridge Wealth Group LLC | 1,157 | $278.8K | 0.04% | +1+0.1% | Added |
| Gries Financial LLC | 1,158 | $279.0K | 0.05% | +209+22.0% | Added |
| Sippican Capital Advisors | 1,161 | $279.7K | 0.20% | 00.0% | Unchanged |
| Wealthspan Partners, LLC | 1,161 | $279.7K | 0.13% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 1,162 | $279.9K | 0.25% | +1+0.1% | Added |
| Massmutual Trust Co FSB | 1,163 | $280.2K | 0.01% | +601+106.9% | Added |
| Mach-1 Financial Group, Inc. | 1,164 | $280.4K | 0.51% | 00.0% | Unchanged |
| Rathbone Brothers plc | 1,166 | $280.9K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 1,172 | $282.3K | 0.01% | +1,172 | New |
| Earnest Partners LLC | 1,178 | $283.8K | 0.00% | −36−3.0% | Reduced |
| CRA Financial Services, LLC | 1,184 | $285.2K | 0.05% | −30−2.5% | Reduced |
| D'Orazio & Associates, Inc. | 1,185 | $285.4K | 0.04% | +1,185 | New |
| Sunbelt Securities, Inc. | 1,191 | $285.7K | 0.03% | −89−7.0% | Reduced |
| Investors Research Corp | 1,186 | $285.7K | 0.06% | −193−14.0% | Reduced |
| Caldwell Trust Co | 1,186 | $285.7K | 0.03% | −2−0.2% | Reduced |
| Harbour Investments, Inc. | 1,190 | $286.6K | 0.01% | +39+3.4% | Added |
| GTS Securities LLC | 1,194 | $287.6K | 0.01% | +1,194 | New |
| Means Investment Co., Inc. | 1,198 | $288.6K | 0.03% | 00.0% | Unchanged |
| Builder Investment Group Inc | 1,200 | $289.1K | 0.08% | 00.0% | Unchanged |
| Cape Ann Savings Bank | 1,200 | $289.1K | 0.17% | 00.0% | Unchanged |
| Enhancing Capital LLC | 1,200 | $289.1K | 0.23% | +1,200 | New |
| Patten & Patten Inc | 1,201 | $289.4K | 0.02% | +189+18.7% | Added |
| Apella Capital, LLC | 1,207 | $290.9K | 0.01% | +5+0.4% | Added |
| Wealth Architects, LLC | 1,210 | $291.4K | 0.03% | −13−1.1% | Reduced |
| Hudson Portfolio Management LLC | 1,210 | $291.5K | 0.29% | +245+25.4% | Added |
| Ariston Services Group | 1,212 | $292.0K | 0.25% | −3−0.2% | Reduced |
| Advisors Management Group Inc | 1,218 | $293.0K | 0.07% | −30−2.4% | Reduced |
| Laffer Tengler Investments | 1,217 | $293.2K | 0.06% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 1,221 | $294.1K | 0.06% | −6−0.5% | Reduced |
| Mayfair Advisory Group, LLC | 1,223 | $294.5K | 0.17% | +3+0.2% | Added |
| Everpar Advisors LLC | 1,227 | $295.6K | 0.15% | +80+7.0% | Added |
| Liberty Capital Management, Inc. | 1,230 | $296.3K | 0.07% | 00.0% | Unchanged |
| Wealth Effects LLC | 1,230 | $296.3K | 0.11% | −76−5.8% | Reduced |
| Segment Wealth Management, LLC | 1,234 | $297.3K | 0.02% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 1,235 | $297.5K | 0.02% | −20−1.6% | Reduced |
| Plancorp, LLC | 1,236 | $297.7K | 0.01% | +1,236 | New |
| Santori & Peters | 1,236 | $297.8K | 0.11% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,249 | $300.8K | 0.14% | +5+0.4% | Added |
| Slocum, Gordon & Co LLP | 1,250 | $301.1K | 0.25% | 00.0% | Unchanged |
| Nestegg Advisors, Inc. | 1,202 | $301.6K | 0.31% | +1,202 | New |
| MFA Wealth Services | 1,264 | $304.4K | 0.24% | +1,264 | New |
| Oakworth Capital, Inc. | 1,264 | $304.5K | 0.02% | −176−12.2% | Reduced |
| ICONIQ Capital, LLC | 1,266 | $305.0K | 0.00% | +1,266 | New |
| Adviser Investments LLC | 1,267 | $305.2K | 0.00% | −78−5.8% | Reduced |
| Scotia Capital Inc. | 1,270 | $306.0K | 0.00% | +1,270 | New |
| Skopos Labs, Inc. | 1,271 | $306.2K | 0.09% | +16+1.3% | Added |
| Busey Wealth Management | 1,277 | $307.6K | 0.01% | −106−7.7% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 1,284 | $309.3K | 0.07% | −39−2.9% | Reduced |
| Live Oak Private Wealth LLC | 1,286 | $309.8K | 0.05% | 00.0% | Unchanged |
| Advisor OS, LLC | 1,287 | $310.2K | 0.04% | −58−4.3% | Reduced |
| Eagle Ridge Investment Management | 1,291 | $311.0K | 0.03% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,296 | $312.2K | 0.03% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 1,298 | $312.6K | 0.03% | −4,319−76.9% | Reduced |
| Sym Financial Corp | 1,299 | $312.9K | 0.04% | +99+8.3% | Added |
| NDVR, Inc. | 1,301 | $313.4K | 0.30% | +75+6.1% | Added |
| Windsor Capital Management, LLC | 1,303 | $314.1K | 0.09% | −73−5.3% | Reduced |
| Van Strum & Towne Inc. | 1,304 | $314.1K | 0.11% | 00.0% | Unchanged |
| Stonehaven Wealth & Tax Solutions, LLC | 1,310 | $315.6K | 0.34% | +1,310 | New |
| Old Port Advisors | 1,317 | $317.3K | 0.09% | −2−0.2% | Reduced |
| TrinityPoint Wealth, LLC | 1,318 | $317.5K | 0.04% | −17−1.3% | Reduced |