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 |
|---|---|---|---|---|---|
| Avestar Capital, LLC | 1,320 | $318.0K | 0.03% | +151+12.9% | Added |
| New Hampshire Trust | 1,321 | $318.2K | 0.07% | −34−2.5% | Reduced |
| Fiduciary Financial Group, LLC | 1,380 | $320.8K | 0.07% | −61−4.2% | Reduced |
| Strategic Financial Services, Inc, | 1,332 | $320.9K | 0.02% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,334 | $321.2K | 0.12% | +196+17.2% | Added |
| SPC Financial, Inc. | 1,340 | $322.8K | 0.03% | +108+8.8% | Added |
| First Nebraska Trust Co | 1,345 | $324.0K | 0.03% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 1,346 | $324.2K | 0.02% | +333+32.9% | Added |
| Great Waters Wealth Management | 1,357 | $326.8K | 0.04% | +4+0.3% | Added |
| NBT Bank N A | 1,361 | $327.9K | 0.02% | −100−6.8% | Reduced |
| Quent Capital, LLC | 1,363 | $328.3K | 0.03% | +43+3.3% | Added |
| Legacy Private Trust Co. | 1,368 | $329.5K | 0.02% | −235−14.7% | Reduced |
| BLB&B Advisors, LLC | 1,374 | $331.0K | 0.02% | −3−0.2% | Reduced |
| Cobblestone Capital Advisors LLC | 1,374 | $331.0K | 0.02% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 1,377 | $331.7K | 0.09% | 00.0% | Unchanged |
| Csenge Advisory Group | 1,378 | $331.9K | 0.02% | −202−12.8% | Reduced |
| Legal Advantage Investments, Inc. | 1,379 | $332.2K | 0.18% | +379+37.9% | Added |
| Henrickson Nauta Wealth Advisors, Inc. | 1,384 | $333.4K | 0.14% | 00.0% | Unchanged |
| Dearborn Partners LLC | 1,388 | $334.3K | 0.01% | +1+0.1% | Added |
| Cornell Pochily Investment Advisors, Inc. | 1,391 | $335.1K | 0.12% | −108−7.2% | Reduced |
| St Germain D J Co Inc | 1,393 | $335.6K | 0.02% | +232+20.0% | Added |
| Farmers & Merchants Trust Co of Long Beach | 1,394 | $335.8K | 0.08% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 1,396 | $336.3K | 0.02% | −125−8.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,400 | $337.3K | 0.01% | +185+15.2% | Added |
| Advisory Alpha, LLC | 1,404 | $338.3K | 0.01% | +1,404 | New |
| Fisher Asset Management, LLC | 1,405 | $338.7K | 0.00% | +461+48.8% | Added |
| Schnieders Capital Management LLC | 1,410 | $339.7K | 0.07% | +1,410 | New |
| Knollwood Investment Advisory, LLC | 1,412 | $340.1K | 0.04% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 1,414 | $340.6K | 0.02% | +13+0.9% | Added |
| Summit Financial, LLC | 1,420 | $342.0K | 0.01% | −360−20.2% | Reduced |
| Measured Wealth Private Client Group, LLC | 1,424 | $343.0K | 0.11% | +1,424 | New |
| Jefferies Financial Group Inc. | 1,428 | $344.0K | 0.00% | −14,415−91.0% | Reduced |
| 4WEALTH Advisors, Inc. | 1,432 | $345.0K | 0.35% | +1,432 | New |
| AE Wealth Management LLC | 1,437 | $346.3K | 0.00% | +225+18.6% | Added |
| Medallion Wealth Advisors, LLC | 1,311 | $346.8K | 0.17% | +1,311 | New |
| Hickory Point Bank & Trust | 1,441 | $347.1K | 0.31% | +1,441 | New |
| Hilltop National Bank | 1,447 | $348.6K | 0.10% | −7−0.5% | Reduced |
| MKT Advisors LLC | 1,459 | $349.5K | 0.15% | 00.0% | Unchanged |
| Bridgewealth Advisory Group, LLC | 1,439 | $349.7K | 0.10% | +1,439 | New |
| Fairhaven Wealth Management, LLC | 1,456 | $350.7K | 0.11% | +12+0.8% | Added |
| Tiemann Investment Advisors, LLC | 1,460 | $351.7K | 0.16% | 00.0% | Unchanged |
| DRW Securities, LLC | 1,461 | $351.9K | 0.02% | +1,461 | New |
| Manchester Capital Management LLC | 1,465 | $352.9K | 0.04% | −25−1.7% | Reduced |
| Simmons Bank | 1,465 | $352.9K | 0.03% | +100+7.3% | Added |
| Farmers Trust Co | 1,484 | $357.5K | 0.07% | +3+0.2% | Added |
| Wealthstar Advisors, LLC | 1,491 | $359.2K | 0.16% | +1,491 | New |
| All Terrain Financial Advisors, LLC | 1,495 | $360.1K | 0.14% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 1,498 | $360.9K | 0.05% | +13+0.9% | Added |
| Sagespring Wealth Partners, LLC | 1,499 | $361.1K | 0.01% | +1,499 | New |
| Howard Capital Management Inc. | 1,501 | $361.6K | 0.01% | +72+5.0% | Added |
| Aspen Investment Management Inc | 1,504 | $362.0K | 0.17% | −18−1.2% | Reduced |
| Randolph Co Inc | 1,503 | $362.1K | 0.04% | 00.0% | Unchanged |
| Versor Investments LP | 1,506 | $362.8K | 0.06% | −1,500−49.9% | Reduced |
| Wellington Shields & Co., LLC | 1,508 | $363.3K | 0.11% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 1,509 | $363.4K | 0.01% | +100+7.1% | Added |
| West Coast Financial LLC | 1,509 | $363.5K | 0.04% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 1,510 | $363.7K | 0.03% | −4,257−73.8% | Reduced |
| Pensionmark Financial Group, LLC | 1,510 | $363.7K | 0.01% | −631−29.5% | Reduced |
| State of Wyoming | 1,512 | $364.2K | 0.05% | +675+80.6% | Added |
| G2 Capital Management, LLC | 1,516 | $365.2K | 0.11% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 1,516 | $365.2K | 0.02% | 00.0% | Unchanged |
| Boston Family Office LLC | 1,525 | $367.0K | 0.03% | 00.0% | Unchanged |
| Smith, Moore & Co. | 1,525 | $367.4K | 0.03% | −110−6.7% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 1,531 | $368.8K | 0.39% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,533 | $369.4K | 0.01% | +89+6.2% | Added |
| Monument Capital Management | 1,536 | $369.9K | 0.10% | +226+17.3% | Added |
| Renaissance Group LLC | 1,539 | $370.7K | 0.02% | −30−1.9% | Reduced |
| Pallas Capital Advisors LLC | 1,540 | $371.0K | 0.02% | +113+7.9% | Added |
| Bremer Bank National Association | 1,540 | $371.0K | 0.07% | −10−0.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 1,550 | $373.0K | 0.06% | −3,173−67.2% | Reduced |
| Simon Quick Advisors, LLC | 1,551 | $373.6K | 0.02% | +130+9.1% | Added |
| Burke & Herbert Bank & Trust Co | 1,562 | $376.3K | 0.09% | 00.0% | Unchanged |
| Colonial Trust Co | 1,567 | $377.5K | 0.06% | +101+6.9% | Added |
| Somerville Kurt F | 1,575 | $379.4K | 0.06% | 00.0% | Unchanged |
| West Family Investments, Inc. | 1,580 | $380.6K | 0.13% | −18−1.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,582 | $381.0K | 0.02% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 1,589 | $382.7K | 0.01% | +254+19.0% | Added |
| Schmidt P J Investment Management Inc | 1,605 | $386.7K | 0.07% | 00.0% | Unchanged |
| Novem Group | 1,609 | $387.6K | 0.06% | +1,609 | New |
| Harvest Fund Management Co., Ltd | 1,615 | $389.0K | 0.02% | +1,088+206.5% | Added |
| Florida Financial Advisors, LLC | 1,620 | $390.2K | 0.17% | −17−1.0% | Reduced |
| PrairieView Partners, LLC | 1,625 | $391.0K | 0.04% | +75+4.8% | Added |
| Brookstone Capital Management | 1,628 | $392.3K | 0.01% | +190+13.2% | Added |
| ForthRight Wealth Management, LLC | 1,629 | $392.4K | 0.13% | −31−1.9% | Reduced |
| Global Retirement Partners, LLC | 1,629 | $392.5K | 0.01% | −130−7.4% | Reduced |
| Fiduciary Group LLC | 1,633 | $393.4K | 0.04% | 00.0% | Unchanged |
| Global View Capital Management LLC | 1,634 | $393.6K | 0.14% | +1,634 | New |
| AGH Wealth Advisors, LLC | 1,635 | $393.9K | 0.36% | +1,635 | New |
| Canandaigua National Trust Co of Florida | 1,638 | $394.6K | 0.31% | −8−0.5% | Reduced |
| Thomasville National Bank | 1,647 | $396.7K | 0.03% | −23−1.4% | Reduced |
| Golden State Equity Partners | 1,648 | $397.0K | 0.08% | −332−16.8% | Reduced |
| Proficio Capital Partners LLC | 1,655 | $398.6K | 0.03% | +1,655 | New |
| Glen Eagle Advisors, LLC | 1,655 | $398.7K | 0.07% | 00.0% | Unchanged |
| Charter Trust Co | 1,658 | $399.4K | 0.03% | −8−0.5% | Reduced |
| Sawgrass Asset Management LLC | 1,670 | $402.3K | 0.04% | −112−6.3% | Reduced |
| United Advisor Group, LLC | 1,674 | $403.3K | 0.08% | +336+25.1% | Added |
| Destination Wealth Management | 1,683 | $405.4K | 0.01% | −4−0.2% | Reduced |
| Catalina Capital Group, LLC | 1,686 | $406.1K | 0.13% | +97+6.1% | Added |
| Nwam LLC | 1,689 | $406.9K | 0.03% | −57−3.3% | Reduced |
| WSFS Capital Management, LLC | 1,692 | $407.6K | 0.02% | +120+7.6% | Added |