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 |
|---|---|---|---|---|---|
| Baron Wealth Management LLC | 1,692 | $407.7K | 0.19% | +313+22.7% | Added |
| Univest Financial Corp | 1,695 | $408.3K | 0.03% | 00.0% | Unchanged |
| BFSG, LLC | 1,699 | $409.3K | 0.05% | −40−2.3% | Reduced |
| Mechanics Bank Trust Department | 1,700 | $409.5K | 0.05% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 1,700 | $410.0K | 0.03% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 1,709 | $411.7K | 0.01% | +24+1.4% | Added |
| Severin Investments, LLC | 1,714 | $413.0K | 0.41% | +1,714 | New |
| Evermay Wealth Management LLC | 1,720 | $414.3K | 0.06% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 1,724 | $415.3K | 0.19% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 1,727 | $416.0K | 0.01% | +127+7.9% | Added |
| Stegent Equity Advisors, Inc. | 1,729 | $416.5K | 0.42% | −23−1.3% | Reduced |
| Freestone Grove Partners LP | 1,730 | $416.7K | 0.01% | +1,730 | New |
| Total Wealth Planning & Management, Inc. | 1,736 | $418.2K | 0.41% | +1,736 | New |
| Wesbanco Bank Inc | 1,745 | $420.4K | 0.01% | −1,000−36.4% | Reduced |
| Dana Investment Advisors, Inc. | 1,747 | $420.8K | 0.01% | −37−2.1% | Reduced |
| Cornerstone Wealth Management, LLC | 1,755 | $422.7K | 0.03% | +127+7.8% | Added |
| Unigestion Holding SA | 1,758 | $423.5K | 0.02% | 00.0% | Unchanged |
| First American Trust, FSB | 1,763 | $424.6K | 0.04% | −149−7.8% | Reduced |
| Moneta Group Investment Advisors LLC | 1,770 | $426.4K | 0.01% | +52+3.0% | Added |
| Clarius Group, LLC | 1,772 | $426.9K | 0.03% | −22−1.2% | Reduced |
| AdvisorNet Financial, Inc | 1,772 | $426.9K | 0.04% | +24+1.4% | Added |
| Drive Wealth Management, LLC | 1,774 | $427.4K | 0.10% | +14+0.8% | Added |
| Blueshift Asset Management, LLC | 1,779 | $428.5K | 0.16% | −1,940−52.2% | Reduced |
| CSS LLC | 1,780 | $428.8K | 0.03% | +1,780 | New |
| Evergreen Capital Management LLC | 1,784 | $429.8K | 0.01% | −207−10.4% | Reduced |
| Callan Family Office, LLC | 1,785 | $430.0K | 0.03% | +1,785 | New |
| Bridgefront Capital, LLC | 1,798 | $433.1K | 0.15% | +1,798 | New |
| Edgestream Partners, L.P. | 1,809 | $435.8K | 0.02% | −6,343−77.8% | Reduced |
| Donaldson Capital Management, LLC | 1,813 | $436.8K | 0.02% | −35−1.9% | Reduced |
| Peak Asset Management, LLC | 1,814 | $437.0K | 0.08% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 1,820 | $438.4K | 0.03% | 00.0% | Unchanged |
| PDS Planning, Inc | 1,821 | $438.7K | 0.04% | +71+4.1% | Added |
| Howland Capital Management LLC | 1,831 | $441.1K | 0.02% | −467−20.3% | Reduced |
| Central Valley Advisors, LLC | 1,832 | $441.2K | 0.20% | +2+0.1% | Added |
| Sylvest Advisors, LLC | 1,837 | $442.5K | 0.27% | +1,837 | New |
| Cahaba Wealth Management, Inc. | 1,856 | $447.1K | 0.04% | +3+0.2% | Added |
| Mount Yale Investment Advisors, LLC | 1,860 | $448.0K | 0.04% | +136+7.9% | Added |
| Stockman Wealth Management, Inc. | 1,862 | $448.5K | 0.07% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 1,875 | $451.7K | 0.02% | −185−9.0% | Reduced |
| Longfellow Investment Management Co LLC | 1,885 | $454.1K | 0.12% | −120−6.0% | Reduced |
| Veracity Capital LLC | 1,890 | $455.2K | 0.17% | +27+1.4% | Added |
| Parkside Financial Bank & Trust | 1,890 | $455.3K | 0.06% | +85+4.7% | Added |
| First National Corp | 1,894 | $456.2K | 0.10% | +5+0.3% | Added |
| Spinnaker Trust | 1,905 | $458.9K | 0.03% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 1,917 | $461.8K | 0.04% | −484−20.2% | Reduced |
| Johnson Financial Group, Inc. | 1,884 | $461.9K | 0.02% | −247−11.6% | Reduced |
| Eagle Harbor Asset Management Inc | 1,927 | $464.2K | 0.46% | +72+3.9% | Added |
| Oberweis Asset Management Inc | 1,933 | $465.7K | 0.02% | −49−2.5% | Reduced |
| Bearing Point Capital, LLC | 1,935 | $466.1K | 0.10% | +1,935 | New |
| Flagship Harbor Advisors, LLC | 1,939 | $467.0K | 0.02% | −20−1.0% | Reduced |
| Northeast Investment Management | 1,942 | $467.8K | 0.02% | 00.0% | Unchanged |
| Marco Investment Management LLC | 1,944 | $468.3K | 0.04% | −3−0.2% | Reduced |
| Chicago Partners Investment Group LLC | 1,930 | $468.5K | 0.02% | +266+16.0% | Added |
| Whalerock Point Partners, LLC | 1,952 | $470.2K | 0.11% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,959 | $471.9K | 0.01% | +12+0.6% | Added |
| Athena Investment Management | 1,963 | $472.9K | 0.27% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,967 | $473.9K | 0.02% | −240−10.9% | Reduced |
| Seamount Financial Group Inc | 1,969 | $474.3K | 0.33% | −185−8.6% | Reduced |
| Patrick M Sweeney & Associates, Inc | 1,974 | $475.6K | 0.36% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 1,979 | $476.8K | 0.01% | +293+17.4% | Added |
| MONECO Advisors, LLC | 1,981 | $477.1K | 0.05% | +29+1.5% | Added |
| NWF Advisory Services Inc. | 1,982 | $477.5K | 0.07% | +1,982 | New |
| Defined Wealth Management, LLC | 1,987 | $478.6K | 0.32% | +10+0.5% | Added |
| Invesco, LLC | 1,988 | $478.9K | 0.19% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 1,989 | $479.2K | 0.04% | +1,989 | New |
| Valley Brook Capital Group | 1,993 | $480.1K | 0.36% | 00.0% | Unchanged |
| Parr McKnight Wealth Management Group, LLC | 2,013 | $484.9K | 0.07% | +2,013 | New |
| Mark Sheptoff Financial Planning, LLC | 2,015 | $485.4K | 0.26% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 2,019 | $486.4K | 0.04% | −4−0.2% | Reduced |
| Integrated Advisors Network LLC | 2,024 | $487.5K | 0.02% | −3−0.1% | Reduced |
| Tradewinds Capital Management, LLC | 2,030 | $489.0K | 0.13% | −27−1.3% | Reduced |
| Bryce Point Capital, LLC | 2,032 | $489.5K | 0.14% | +2,032 | New |
| PFG Advisors | 2,038 | $490.9K | 0.03% | +64+3.2% | Added |
| SRS Capital Advisors, Inc. | 2,041 | $491.5K | 0.03% | −167−7.6% | Reduced |
| International Assets Investment Management, LLC | 2,044 | $492.5K | 0.04% | −518,247−99.6% | Reduced |
| Diligent Investors, LLC | 2,056 | $495.3K | 0.11% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 2,061 | $496.6K | 0.09% | +9+0.4% | Added |
| Mutual Advisors, LLC | 2,054 | $497.8K | 0.01% | +131+6.8% | Added |
| Appleton Partners Inc | 2,067 | $498.0K | 0.04% | −97−4.5% | Reduced |
| Ledyard National Bank | 2,074 | $499.6K | 0.05% | +7+0.3% | Added |
| Aigen Investment Management, LP | 2,081 | $501.3K | 0.09% | +2,081 | New |
| Reliant Investment Partners, LLC | 2,085 | $502.3K | 0.45% | +2,085 | New |
| Caisse des Depots Et Consignations | 2,091 | $503.7K | 0.02% | +2,091 | New |
| SeaCrest Wealth Management, LLC | 2,093 | $504.2K | 0.05% | +19+0.9% | Added |
| Lifeworks Advisors, LLC | 2,106 | $507.3K | 0.09% | −177−7.8% | Reduced |
| Rockland Trust Co | 2,107 | $507.6K | 0.03% | −21−1.0% | Reduced |
| Keystone Financial Group | 2,117 | $510.1K | 0.05% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,129 | $512.9K | 0.08% | −58−2.7% | Reduced |
| Oxford Asset Management LLP | 2,132 | $513.6K | 0.23% | +2,132 | New |
| Smartleaf Asset Management LLC | 2,159 | $517.9K | 0.05% | +442+25.7% | Added |
| Flynn Zito Capital Management, LLC | 2,159 | $520.1K | 0.24% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 2,163 | $521.0K | 0.01% | −45−2.0% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 2,175 | $523.9K | 0.01% | +534+32.5% | Added |
| Sanibel Captiva Trust Company, Inc. | 2,196 | $529.0K | 0.02% | +47+2.2% | Added |
| South State Corp. | 2,202 | $530.4K | 0.03% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 2,203 | $530.6K | 0.26% | +396+21.9% | Added |
| Green Square Capital Advisors LLC | 2,217 | $534.1K | 0.08% | 00.0% | Unchanged |
| Bank of Hawaii | 2,219 | $534.5K | 0.03% | −205−8.5% | Reduced |
| Michael A. Dubis Financial Planning, LLC | 2,222 | $535.0K | 0.52% | +2,222 | New |
| Impact Partnership Wealth, LLC | 2,235 | $538.3K | 0.11% | +2,235 | New |