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; 1,868 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 | 1,868 | $61.0B |
| Q1 2026 | 1,804 | $52.1B |
| Q4 2025 | 1,779 | $53.8B |
| Q3 2025 | 1,680 | $51.9B |
| Q2 2025 | 1,638 | $50.7B |
| Q1 2025 | 1,644 | $49.8B |
| Q4 2024 | 1,589 | $45.6B |
| Q3 2024 | 1,470 | $44.0B |
| Q2 2024 | 1,414 | $38.8B |
| Q1 2024 | 1,451 | $43.6B |
| Q4 2023 | 1,333 | $36.0B |
| Q3 2023 | 1,259 | $30.5B |
| Q2 2023 | 1,287 | $32.5B |
| Q1 2023 | 1,269 | $32.3B |
| Q4 2022 | 1,303 | $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 |
|---|---|---|---|---|---|
| Smartleaf Asset Management LLC | 2,159 | $517.9K | 0.05% | +442+25.7% | Added |
| Oxford Asset Management LLP | 2,132 | $513.6K | 0.23% | +2,132 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,129 | $512.9K | 0.08% | −58−2.7% | Reduced |
| Keystone Financial Group | 2,117 | $510.1K | 0.05% | 00.0% | Unchanged |
| Rockland Trust Co | 2,107 | $507.6K | 0.03% | −21−1.0% | Reduced |
| Lifeworks Advisors, LLC | 2,106 | $507.3K | 0.09% | −177−7.8% | Reduced |
| SeaCrest Wealth Management, LLC | 2,093 | $504.2K | 0.05% | +19+0.9% | Added |
| Caisse des Depots Et Consignations | 2,091 | $503.7K | 0.02% | +2,091 | New |
| Reliant Investment Partners, LLC | 2,085 | $502.3K | 0.45% | +2,085 | New |
| Aigen Investment Management, LP | 2,081 | $501.3K | 0.09% | +2,081 | New |
| Ledyard National Bank | 2,074 | $499.6K | 0.05% | +7+0.3% | Added |
| Appleton Partners Inc | 2,067 | $498.0K | 0.04% | −97−4.5% | Reduced |
| Mutual Advisors, LLC | 2,054 | $497.8K | 0.01% | +131+6.8% | Added |
| Fortis Group Advisors, LLC | 2,061 | $496.6K | 0.09% | +9+0.4% | Added |
| Diligent Investors, LLC | 2,056 | $495.3K | 0.11% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 2,044 | $492.5K | 0.04% | −518,247−99.6% | Reduced |
| SRS Capital Advisors, Inc. | 2,041 | $491.5K | 0.03% | −167−7.6% | Reduced |
| PFG Advisors | 2,038 | $490.9K | 0.03% | +64+3.2% | Added |
| Bryce Point Capital, LLC | 2,032 | $489.5K | 0.14% | +2,032 | New |
| Tradewinds Capital Management, LLC | 2,030 | $489.0K | 0.13% | −27−1.3% | Reduced |
| Integrated Advisors Network LLC | 2,024 | $487.5K | 0.02% | −3−0.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 2,019 | $486.4K | 0.04% | −4−0.2% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 2,015 | $485.4K | 0.26% | 00.0% | Unchanged |
| Parr McKnight Wealth Management Group, LLC | 2,013 | $484.9K | 0.07% | +2,013 | New |
| Valley Brook Capital Group | 1,993 | $480.1K | 0.36% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 1,989 | $479.2K | 0.04% | +1,989 | New |
| Invesco, LLC | 1,988 | $478.9K | 0.19% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 1,987 | $478.6K | 0.32% | +10+0.5% | Added |
| NWF Advisory Services Inc. | 1,982 | $477.5K | 0.07% | +1,982 | New |
| MONECO Advisors, LLC | 1,981 | $477.1K | 0.05% | +29+1.5% | Added |
| Advisors Capital Management, LLC | 1,979 | $476.8K | 0.01% | +293+17.4% | Added |
| Patrick M Sweeney & Associates, Inc | 1,974 | $475.6K | 0.36% | 00.0% | Unchanged |
| Seamount Financial Group Inc | 1,969 | $474.3K | 0.33% | −185−8.6% | Reduced |
| Larson Financial Group LLC | 1,967 | $473.9K | 0.02% | −240−10.9% | Reduced |
| Athena Investment Management | 1,963 | $472.9K | 0.27% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,959 | $471.9K | 0.01% | +12+0.6% | Added |
| Whalerock Point Partners, LLC | 1,952 | $470.2K | 0.11% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 1,930 | $468.5K | 0.02% | +266+16.0% | Added |
| Marco Investment Management LLC | 1,944 | $468.3K | 0.04% | −3−0.2% | Reduced |
| Northeast Investment Management | 1,942 | $467.8K | 0.02% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 1,939 | $467.0K | 0.02% | −20−1.0% | Reduced |
| Bearing Point Capital, LLC | 1,935 | $466.1K | 0.10% | +1,935 | New |
| Oberweis Asset Management Inc | 1,933 | $465.7K | 0.02% | −49−2.5% | Reduced |
| Eagle Harbor Asset Management Inc | 1,927 | $464.2K | 0.46% | +72+3.9% | Added |
| Johnson Financial Group, Inc. | 1,884 | $461.9K | 0.02% | −247−11.6% | Reduced |
| Schechter Investment Advisors, LLC | 1,917 | $461.8K | 0.04% | −484−20.2% | Reduced |
| Spinnaker Trust | 1,905 | $458.9K | 0.03% | 00.0% | Unchanged |
| First National Corp | 1,894 | $456.2K | 0.10% | +5+0.3% | Added |
| Parkside Financial Bank & Trust | 1,890 | $455.3K | 0.06% | +85+4.7% | Added |
| Veracity Capital LLC | 1,890 | $455.2K | 0.17% | +27+1.4% | Added |
| Longfellow Investment Management Co LLC | 1,885 | $454.1K | 0.12% | −120−6.0% | Reduced |
| TCG Advisory Services, LLC | 1,875 | $451.7K | 0.02% | −185−9.0% | Reduced |
| Stockman Wealth Management, Inc. | 1,862 | $448.5K | 0.07% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 1,860 | $448.0K | 0.04% | +136+7.9% | Added |
| Cahaba Wealth Management, Inc. | 1,856 | $447.1K | 0.04% | +3+0.2% | Added |
| Sylvest Advisors, LLC | 1,837 | $442.5K | 0.27% | +1,837 | New |
| Central Valley Advisors, LLC | 1,832 | $441.2K | 0.20% | +2+0.1% | Added |
| Howland Capital Management LLC | 1,831 | $441.1K | 0.02% | −467−20.3% | Reduced |
| PDS Planning, Inc | 1,821 | $438.7K | 0.04% | +71+4.1% | Added |
| Mountain Pacific Investment Advisers Inc | 1,820 | $438.4K | 0.03% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 1,814 | $437.0K | 0.08% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 1,813 | $436.8K | 0.02% | −35−1.9% | Reduced |
| Edgestream Partners, L.P. | 1,809 | $435.8K | 0.02% | −6,343−77.8% | Reduced |
| Bridgefront Capital, LLC | 1,798 | $433.1K | 0.15% | +1,798 | New |
| Callan Family Office, LLC | 1,785 | $430.0K | 0.03% | +1,785 | New |
| Evergreen Capital Management LLC | 1,784 | $429.8K | 0.01% | −207−10.4% | Reduced |
| CSS LLC | 1,780 | $428.8K | 0.03% | +1,780 | New |
| Blueshift Asset Management, LLC | 1,779 | $428.5K | 0.16% | −1,940−52.2% | Reduced |
| Drive Wealth Management, LLC | 1,774 | $427.4K | 0.10% | +14+0.8% | Added |
| AdvisorNet Financial, Inc | 1,772 | $426.9K | 0.04% | +24+1.4% | Added |
| Clarius Group, LLC | 1,772 | $426.9K | 0.03% | −22−1.2% | Reduced |
| Moneta Group Investment Advisors LLC | 1,770 | $426.4K | 0.01% | +52+3.0% | Added |
| First American Trust, FSB | 1,763 | $424.6K | 0.04% | −149−7.8% | Reduced |
| Unigestion Holding SA | 1,758 | $423.5K | 0.02% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 1,755 | $422.7K | 0.03% | +127+7.8% | Added |
| Dana Investment Advisors, Inc. | 1,747 | $420.8K | 0.01% | −37−2.1% | Reduced |
| Wesbanco Bank Inc | 1,745 | $420.4K | 0.01% | −1,000−36.4% | Reduced |
| Total Wealth Planning & Management, Inc. | 1,736 | $418.2K | 0.41% | +1,736 | New |
| Freestone Grove Partners LP | 1,730 | $416.7K | 0.01% | +1,730 | New |
| Stegent Equity Advisors, Inc. | 1,729 | $416.5K | 0.42% | −23−1.3% | Reduced |
| Robertson Stephens Wealth Management, LLC | 1,727 | $416.0K | 0.01% | +127+7.9% | Added |
| Pavion Blue Capital, LLC | 1,724 | $415.3K | 0.19% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,720 | $414.3K | 0.06% | 00.0% | Unchanged |
| Severin Investments, LLC | 1,714 | $413.0K | 0.41% | +1,714 | New |
| Prime Capital Investment Advisors, LLC | 1,709 | $411.7K | 0.01% | +24+1.4% | Added |
| Neville Rodie & Shaw Inc | 1,700 | $410.0K | 0.03% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 1,700 | $409.5K | 0.05% | 00.0% | Unchanged |
| BFSG, LLC | 1,699 | $409.3K | 0.05% | −40−2.3% | Reduced |
| Univest Financial Corp | 1,695 | $408.3K | 0.03% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 1,692 | $407.7K | 0.19% | +313+22.7% | Added |
| WSFS Capital Management, LLC | 1,692 | $407.6K | 0.02% | +120+7.6% | Added |
| Nwam LLC | 1,689 | $406.9K | 0.03% | −57−3.3% | Reduced |
| Catalina Capital Group, LLC | 1,686 | $406.1K | 0.13% | +97+6.1% | Added |
| Destination Wealth Management | 1,683 | $405.4K | 0.01% | −4−0.2% | Reduced |
| United Advisor Group, LLC | 1,674 | $403.3K | 0.08% | +336+25.1% | Added |
| Sawgrass Asset Management LLC | 1,670 | $402.3K | 0.04% | −112−6.3% | Reduced |
| Charter Trust Co | 1,658 | $399.4K | 0.03% | −8−0.5% | Reduced |
| Glen Eagle Advisors, LLC | 1,655 | $398.7K | 0.07% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 1,655 | $398.6K | 0.03% | +1,655 | New |
| Golden State Equity Partners | 1,648 | $397.0K | 0.08% | −332−16.8% | Reduced |