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
- 1,589
- +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 |
|---|---|---|---|---|---|
| Chesapeake Asset Management LLC | 3,034 | $730.9K | 0.68% | +310+11.4% | Added |
| Gryphon Financial Partners LLC | 3,051 | $735.1K | 0.11% | −190−5.9% | Reduced |
| Waldron Private Wealth LLC | 3,108 | $748.8K | 0.03% | +8+0.3% | Added |
| Transatlantique Private Wealth LLC | 3,109 | $748.9K | 0.28% | +262+9.2% | Added |
| Qtron Investments LLC | 3,111 | $749.4K | 0.11% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 3,115 | $750.4K | 0.03% | +209+7.2% | Added |
| Eastern Bank | 3,121 | $751.8K | 0.01% | +433+16.1% | Added |
| Bank of Stockton | 3,123 | $752.3K | 0.23% | −43−1.4% | Reduced |
| Checchi Capital Advisers, LLC | 3,156 | $760.3K | 0.06% | −5−0.2% | Reduced |
| Evernest Financial Advisors, LLC | 3,161 | $761.4K | 0.20% | +535+20.4% | Added |
| NorthRock Partners, LLC | 3,185 | $767.1K | 0.03% | +40+1.3% | Added |
| Wilson & Boucher Capital Management, LLC | 3,188 | $768.0K | 0.54% | −200−5.9% | Reduced |
| Graypoint LLC | 3,226 | $777.0K | 0.05% | +43+1.4% | Added |
| Soltis Investment Advisors LLC | 3,236 | $779.5K | 0.07% | −726−18.3% | Reduced |
| LVM Capital Management Ltd | 3,256 | $784.0K | 0.08% | −118−3.5% | Reduced |
| Ar Asset Management Inc | 3,264 | $786.0K | 0.18% | 00.0% | Unchanged |
| Davis R M Inc | 3,263 | $786.0K | 0.02% | +18+0.6% | Added |
| Camden National Bank | 3,271 | $788.0K | 0.12% | 00.0% | Unchanged |
| Stevens Capital Management LP | 3,275 | $789.0K | 0.32% | +3,275 | New |
| Strategic Advisors LLC | 3,276 | $789.3K | 0.14% | +218+7.1% | Added |
| Brighton Jones LLC | 3,277 | $789.4K | 0.02% | +387+13.4% | Added |
| Apollon Wealth Management, LLC | 3,292 | $793.1K | 0.02% | −653−16.6% | Reduced |
| Villere St Denis J & Co LLC | 3,303 | $795.7K | 0.07% | −35−1.0% | Reduced |
| Searle & Co. | 3,304 | $795.9K | 0.23% | 00.0% | Unchanged |
| Centiva Capital, LP | 3,314 | $798.3K | 0.03% | +1,769+114.5% | Added |
| Pinnacle Bancorp, Inc. | 3,318 | $799.3K | 0.26% | −170−4.9% | Reduced |
| Tradition Wealth Management, LLC | 3,326 | $801.1K | 0.07% | −63−1.9% | Reduced |
| Scientech Research LLC | 3,331 | $802.4K | 0.23% | −2,661−44.4% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 3,346 | $806.0K | 0.38% | −148−4.2% | Reduced |
| MUFG Securities Americas Inc. | 3,352 | $807.5K | 0.10% | +3,352 | New |
| Lederer & Associates Investment Counsel | 3,375 | $813.0K | 0.57% | −544−13.9% | Reduced |
| Mission Wealth Management, LP | 3,383 | $814.9K | 0.02% | −1,097−24.5% | Reduced |
| Linden Thomas Advisory Services, LLC | 3,395 | $817.8K | 0.10% | +800+30.8% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 3,414 | $822.4K | 0.08% | +41+1.2% | Added |
| Burns J W & Co Inc | 3,422 | $824.3K | 0.11% | −30−0.9% | Reduced |
| Equitable Holdings, Inc. | 3,468 | $835.4K | 0.01% | +326+10.4% | Added |
| Minot DeBlois Advisors LLC | 3,481 | $838.6K | 0.77% | +3,481 | New |
| Wealthspire Advisors, LLC | 3,499 | $842.8K | 0.01% | +142+4.2% | Added |
| Ocean Capital Management, LLC | 3,502 | $843.5K | 0.18% | +8+0.2% | Added |
| Berger Financial Group, Inc | 3,523 | $848.7K | 0.06% | −105−2.9% | Reduced |
| Boyd Watterson Asset Management LLC | 3,538 | $852.3K | 0.24% | 00.0% | Unchanged |
| Agate Pass Investment Management, LLC | 3,575 | $861.2K | 0.39% | +3,575 | New |
| PFG Investments, LLC | 3,578 | $862.0K | 0.05% | +25+0.7% | Added |
| Van Hulzen Asset Management, LLC | 3,595 | $866.1K | 0.06% | 00.0% | Unchanged |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 3,600 | $867.2K | 0.03% | +3,600 | New |
| Concurrent Investment Advisors, LLC | 3,602 | $867.6K | 0.02% | +77+2.2% | Added |
| Aries Wealth Management | 3,614 | $870.6K | 0.24% | +956+36.0% | Added |
| Rothschild Investment LLC | 3,634 | $875.4K | 0.06% | +21+0.6% | Added |
| Baader Bank INC | 3,652 | $879.7K | 0.08% | +2,640+260.9% | Added |
| MWA Asset Management | 3,686 | $888.0K | 0.59% | +6+0.2% | Added |
| Legacy Capital Wealth Partners, LLC | 3,689 | $888.5K | 0.22% | −120−3.2% | Reduced |
| Canada Post Corp Registered Pension Plan | 3,691 | $889.1K | 0.05% | +3,691 | New |
| Roehl & Yi Investment Advisors, LLC | 3,702 | $891.8K | 0.49% | +3,702 | New |
| Kanawha Capital Management LLC | 3,718 | $895.6K | 0.07% | 00.0% | Unchanged |
| Smithfield Trust Co | 3,748 | $902.0K | 0.04% | +39+1.1% | Added |
| Empirical Asset Management, LLC | 16,042 | $902.7K | 0.30% | +1,086+7.3% | Added |
| Boston Private Wealth LLC | 3,751 | $903.6K | 0.02% | +3,751 | New |
| AMG National Trust Bank | 3,761 | $905.0K | 0.02% | −119−3.1% | Reduced |
| High Note Wealth, LLC | 3,765 | $907.0K | 0.24% | +10.0% | Added |
| Bard Financial Services, Inc. | 3,775 | $909.4K | 0.11% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 3,815 | $919.0K | 0.02% | −135−3.4% | Reduced |
| JB Capital LLC | 3,822 | $920.7K | 0.05% | +10+0.3% | Added |
| Central Trust Co | 3,847 | $926.7K | 0.02% | +219+6.0% | Added |
| Pitcairn Co | 3,863 | $930.6K | 0.05% | +158+4.3% | Added |
| Quantitative Investment Management, LLC | 3,865 | $931.0K | 0.07% | +3,865 | New |
| 1 North Wealth Services LLC | 3,874 | $933.2K | 0.40% | +3,874 | New |
| Money Concepts Capital Corp | 3,883 | $935.3K | 0.07% | +38+1.0% | Added |
| Warren Averett Asset Management, LLC | 3,885 | $935.8K | 0.01% | +1,181+43.7% | Added |
| Mesirow Financial Investment Management, Inc. | 3,890 | $936.7K | 0.02% | +1,947+100.2% | Added |
| Exchange Traded Concepts, LLC | 3,902 | $940.0K | 0.02% | +63+1.6% | Added |
| Fifth Third Wealth Advisors LLC | 3,914 | $942.7K | 0.05% | +464+13.4% | Added |
| Fullcircle Wealth LLC | 3,887 | $944.5K | 0.39% | −147−3.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 3,930 | $946.7K | 0.24% | +972+32.9% | Added |
| Copperwynd Financial, LLC | 3,956 | $953.0K | 0.26% | −73−1.8% | Reduced |
| Yoffe Investment Management, LLC | 3,987 | $960.4K | 1.43% | +3,987 | New |
| Davenport & Co LLC | 3,995 | $962.4K | 0.01% | +417+11.7% | Added |
| Sterneck Capital Management, LLC | 4,000 | $963.6K | 0.52% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 4,013 | $966.7K | 0.06% | −125−3.0% | Reduced |
| Quadrant Capital Group LLC | 4,014 | $966.9K | 0.07% | +23+0.6% | Added |
| Forza Wealth Management, LLC | 4,072 | $980.9K | 0.45% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 4,080 | $982.8K | 0.33% | +5+0.1% | Added |
| Baker Tilly Wealth Management, LLC | 4,097 | $986.8K | 0.39% | +351+9.4% | Added |
| IFC Advisors LLC | 4,119 | $992.2K | 0.22% | +4,119 | New |
| Tradewinds, LLC. | 4,164 | $1.00M | 0.28% | +4,164 | New |
| Zions Bancorporation, N.A. | 4,190 | $1.01M | 0.06% | +1,364+48.3% | Added |
| Paradigm Asset Management Co LLC | 4,200 | $1.01M | 0.28% | −3,500−45.5% | Reduced |
| Tudor Financial Inc. | 4,200 | $1.01M | 0.59% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 4,200 | $1.01M | 0.30% | +4,200 | New |
| West Paces Advisors Inc. | 4,218 | $1.02M | 0.25% | −20−0.5% | Reduced |
| Lindbrook Capital, LLC | 4,247 | $1.02M | 0.09% | +222+5.5% | Added |
| Stock Yards Bank & Trust Co | 4,259 | $1.03M | 0.04% | +105+2.5% | Added |
| Berkeley Capital Partners, LLC | 4,270 | $1.03M | 0.29% | +4,270 | New |
| Somerset Group LLC | 4,303 | $1.04M | 0.95% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 4,346 | $1.05M | 0.09% | +1,916+78.8% | Added |
| Bailard, Inc. | 4,348 | $1.05M | 0.03% | +100+2.4% | Added |
| Meiji Yasuda Life Insurance Co | 4,357 | $1.05M | 0.02% | +40+0.9% | Added |
| Capstone Investment Advisors, LLC | 4,359 | $1.05M | 0.01% | +3,159+263.3% | Added |
| Equitable Trust Co | 4,360 | $1.05M | 0.06% | −20.0% | Reduced |
| Jones Financial Companies LLLP | 4,367 | $1.05M | 0.00% | +1,300+42.4% | Added |
| Bridges Investment Management Inc | 4,377 | $1.05M | 0.01% | −7−0.2% | Reduced |