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 |
|---|---|---|---|---|---|
| Avantax Planning Partners, Inc. | 2,237 | $538.8K | 0.02% | +74+3.4% | Added |
| River Wealth Advisors LLC | 2,260 | $544.3K | 0.07% | −320−12.4% | Reduced |
| City State Bank | 2,266 | $545.9K | 0.19% | −20−0.9% | Reduced |
| 1620 Investment Advisors, Inc. | 2,271 | $547.0K | 0.41% | +2,271 | New |
| Independent Financial Group, LLC | 2,285 | $550.4K | 0.02% | +2,285 | New |
| Moody Lynn & Lieberson, LLC | 2,290 | $551.6K | 0.03% | +6+0.3% | Added |
| Sky Investment Group LLC | 2,291 | $551.9K | 0.10% | −274−10.7% | Reduced |
| Leavell Investment Management, Inc. | 2,296 | $553.0K | 0.03% | 00.0% | Unchanged |
| Opus Capital Group, LLC | 2,299 | $554.0K | 0.07% | −238−9.4% | Reduced |
| Lebenthal Global Advisors, LLC | 2,303 | $554.8K | 0.10% | +1,432+164.4% | Added |
| Lake Street Advisors Group, LLC | 2,306 | $555.5K | 0.03% | +46+2.0% | Added |
| LMCG Investments, LLC | 2,315 | $557.7K | 0.03% | −415−15.2% | Reduced |
| Cigna Investments Inc | 2,315 | $558.0K | 0.10% | −20−0.9% | Reduced |
| TCI Wealth Advisors, Inc. | 2,327 | $560.6K | 0.05% | −24−1.0% | Reduced |
| Heritage Wealth Management, Inc. | 2,330 | $561.3K | 0.19% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 2,349 | $565.9K | 0.36% | −15−0.6% | Reduced |
| WFA Asset Management Corp | 2,350 | $566.0K | 0.31% | +11+0.5% | Added |
| Interchange Capital Partners, LLC | 2,351 | $566.3K | 0.21% | −76−3.1% | Reduced |
| CWA Asset Management Group, LLC | 2,367 | $570.2K | 0.03% | +476+25.2% | Added |
| Transcend Wealth Collective, LLC | 2,382 | $573.9K | 0.04% | −97−3.9% | Reduced |
| Modera Wealth Management, LLC | 2,385 | $574.6K | 0.01% | +547+29.8% | Added |
| Alhambra Investment Partners LLC | 2,395 | $576.9K | 0.30% | −25−1.0% | Reduced |
| Robinswood Financial LLC | 2,399 | $577.9K | 0.22% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 2,400 | $578.1K | 0.19% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 2,390 | $579.1K | 0.13% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 2,414 | $581.5K | 0.01% | +349+16.9% | Added |
| Quad-Cities Investment Group, LLC | 2,420 | $582.9K | 0.29% | +268+12.5% | Added |
| Centaurus Financial, Inc. | 2,440 | $588.0K | 0.04% | −109−4.3% | Reduced |
| Wooster Corthell Wealth Management, Inc. | 2,461 | $592.8K | 0.13% | +2,461 | New |
| Crestwood Advisors Group LLC | 2,484 | $598.4K | 0.01% | +1,099+79.4% | Added |
| Jeppson Wealth Management, LLC | 2,490 | $599.8K | 0.22% | 00.0% | Unchanged |
| Essex Savings Bank | 2,500 | $602.2K | 0.15% | +8+0.3% | Added |
| Finward Bancorp | 2,500 | $602.2K | 0.52% | +2,500 | New |
| Beacon Investment Advisors LLC | 2,501 | $602.6K | 0.28% | +10.0% | Added |
| HTLF Bank | 2,513 | $605.4K | 0.07% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 2,517 | $606.3K | 0.02% | −738−22.7% | Reduced |
| Virtu Financial LLC | 2,541 | $612.0K | 0.03% | −14,449−85.0% | Reduced |
| Journey Advisory Group, LLC | 3,010 | $612.1K | 0.07% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 2,541 | $612.1K | 0.02% | +95+3.9% | Added |
| Wedmont Private Capital | 2,636 | $612.7K | 0.03% | +211+8.7% | Added |
| First National Bank Sioux Falls | 2,549 | $614.0K | 0.26% | 00.0% | Unchanged |
| Wedbush Securities Inc | 2,564 | $618.0K | 0.02% | +388+17.8% | Added |
| Fox Run Management, L.L.C. | 2,566 | $618.1K | 0.11% | +2,566 | New |
| Franklin Street Advisors Inc | 2,579 | $621.0K | 0.04% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 2,586 | $622.9K | 0.00% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 2,588 | $623.4K | 0.04% | −159−5.8% | Reduced |
| Orrstown Financial Services Inc | 2,589 | $623.7K | 0.17% | −96−3.6% | Reduced |
| Inlet Private Wealth, LLC | 2,590 | $624.0K | 0.17% | −600−18.8% | Reduced |
| Beverly Hills Private Wealth, LLC | 2,596 | $625.2K | 0.13% | −65−2.4% | Reduced |
| Empower Advisory Group, LLC | 2,598 | $625.8K | 0.00% | +414+19.0% | Added |
| Stiles Financial Services Inc | 2,602 | $626.9K | 0.23% | −53−2.0% | Reduced |
| Cozad Asset Management Inc | 2,606 | $627.8K | 0.06% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 2,606 | $627.8K | 0.10% | +2,606 | New |
| CIBC World Markets Inc. | 2,606 | $628.0K | 0.00% | −126,269−98.0% | Reduced |
| Sageworth Trust Co of South Dakota | 2,607 | $628.0K | 0.79% | −285−9.9% | Reduced |
| Farther Finance Advisors, LLC | 2,604 | $630.8K | 0.02% | +94+3.7% | Added |
| Sugarloaf Wealth Management, LLC | 2,621 | $631.5K | 0.12% | 00.0% | Unchanged |
| Welch & Forbes LLC | 2,625 | $632.3K | 0.01% | +4+0.2% | Added |
| Foundation Resource Management Inc | 2,640 | $636.0K | 0.11% | −25−0.9% | Reduced |
| Clear Harbor Asset Management, LLC | 2,643 | $636.7K | 0.05% | +22+0.8% | Added |
| Daymark Wealth Partners, LLC | 107,242 | $645.2K | 0.03% | +108+0.1% | Added |
| Trust Asset Management LLC | 2,684 | $646.5K | 0.05% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 2,690 | $648.1K | 0.16% | −324−10.7% | Reduced |
| Great Valley Advisor Group, Inc. | 2,693 | $648.6K | 0.01% | −112−4.0% | Reduced |
| Associated Banc-Corp | 2,695 | $649.2K | 0.02% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 2,698 | $649.9K | 0.07% | −124−4.4% | Reduced |
| Ameritas Investment Partners, Inc. | 2,712 | $653.3K | 0.02% | −97−3.5% | Reduced |
| SkyOak Wealth, LLC | 2,721 | $655.5K | 0.14% | +6+0.2% | Added |
| Syon Capital LLC | 2,752 | $662.9K | 0.06% | −113−3.9% | Reduced |
| LVW Advisors, LLC | 2,753 | $663.2K | 0.08% | −10.0% | Reduced |
| Baldwin Brothers Inc | 2,760 | $664.9K | 0.05% | −7−0.3% | Reduced |
| Mendel Money Management | 2,762 | $665.3K | 0.30% | −53−1.9% | Reduced |
| Penserra Capital Management LLC | 2,778 | $667.0K | 0.01% | +421+17.9% | Added |
| True Vision MN LLC | 2,777 | $669.0K | 0.40% | −67−2.4% | Reduced |
| Brave Asset Management Inc | 2,780 | $669.7K | 0.21% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 2,785 | $671.0K | 0.03% | +343+14.0% | Added |
| Real Talk Capital, LLC | 2,790 | $672.0K | 0.88% | +2,790 | New |
| United Community Bank | 2,796 | $673.5K | 0.26% | −88−3.1% | Reduced |
| LSV Asset Management | 2,800 | $674.0K | 0.00% | +2,800 | New |
| Stratos Wealth Partners, LTD. | 2,804 | $675.5K | 0.01% | +167+6.3% | Added |
| New Vernon Investment Management LLC | 2,985 | $680.7K | 1.15% | −11,520−79.4% | Reduced |
| Gsa Capital Partners LLP | 2,833 | $682.0K | 0.05% | +1,099+63.4% | Added |
| Weik Capital Management | 2,850 | $686.5K | 0.28% | −63−2.2% | Reduced |
| Bank of New Hampshire | 2,859 | $688.7K | 0.18% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 2,864 | $689.8K | 0.06% | +139+5.1% | Added |
| Fullerton Fund Management Co Ltd. | 2,871 | $691.6K | 0.02% | −357−11.1% | Reduced |
| WMS Partners, LLC | 2,875 | $692.6K | 0.04% | +66+2.3% | Added |
| Connecticut Wealth Management, LLC | 2,879 | $693.5K | 0.03% | −349−10.8% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,899 | $698.3K | 0.07% | −520−15.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 2,900 | $698.6K | 0.06% | +100+3.6% | Added |
| Marcum Wealth, LLC | 2,936 | $707.3K | 0.06% | −4−0.1% | Reduced |
| Park National Corp | 2,953 | $711.3K | 0.03% | −26−0.9% | Reduced |
| Geneos Wealth Management Inc. | 2,958 | $712.5K | 0.02% | +35+1.2% | Added |
| Assetmark, Inc | 2,972 | $715.9K | 0.00% | +251+9.2% | Added |
| Frank, Rimerman Advisors LLC | 2,973 | $716.2K | 0.05% | +10.0% | Added |
| Nixon Peabody Trust Co | 2,976 | $716.9K | 0.06% | −170−5.4% | Reduced |
| Principal Securities, Inc. | 2,983 | $718.6K | 0.02% | +354+13.5% | Added |
| Madison Asset Management, LLC | 3,010 | $725.1K | 0.01% | −373−11.0% | Reduced |
| Madison Investment Advisors, LLC | 3,010 | $725.1K | 0.01% | +3,010 | New |
| JNBA Financial Advisors | 3,018 | $727.0K | 0.07% | −50−1.6% | Reduced |