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 |
|---|---|---|---|---|---|
| Thomasville National Bank | 1,647 | $396.7K | 0.03% | −23−1.4% | Reduced |
| Canandaigua National Trust Co of Florida | 1,638 | $394.6K | 0.31% | −8−0.5% | Reduced |
| AGH Wealth Advisors, LLC | 1,635 | $393.9K | 0.36% | +1,635 | New |
| Global View Capital Management LLC | 1,634 | $393.6K | 0.14% | +1,634 | New |
| Fiduciary Group LLC | 1,633 | $393.4K | 0.04% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,629 | $392.5K | 0.01% | −130−7.4% | Reduced |
| ForthRight Wealth Management, LLC | 1,629 | $392.4K | 0.13% | −31−1.9% | Reduced |
| Brookstone Capital Management | 1,628 | $392.3K | 0.01% | +190+13.2% | Added |
| PrairieView Partners, LLC | 1,625 | $391.0K | 0.04% | +75+4.8% | Added |
| Florida Financial Advisors, LLC | 1,620 | $390.2K | 0.17% | −17−1.0% | Reduced |
| Harvest Fund Management Co., Ltd | 1,615 | $389.0K | 0.02% | +1,088+206.5% | Added |
| Novem Group | 1,609 | $387.6K | 0.06% | +1,609 | New |
| Schmidt P J Investment Management Inc | 1,605 | $386.7K | 0.07% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 1,589 | $382.7K | 0.01% | +254+19.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,582 | $381.0K | 0.02% | 00.0% | Unchanged |
| West Family Investments, Inc. | 1,580 | $380.6K | 0.13% | −18−1.1% | Reduced |
| Somerville Kurt F | 1,575 | $379.4K | 0.06% | 00.0% | Unchanged |
| Colonial Trust Co | 1,567 | $377.5K | 0.06% | +101+6.9% | Added |
| Burke & Herbert Bank & Trust Co | 1,562 | $376.3K | 0.09% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 1,551 | $373.6K | 0.02% | +130+9.1% | Added |
| Dynamic Technology Lab Private Ltd | 1,550 | $373.0K | 0.06% | −3,173−67.2% | Reduced |
| Bremer Bank National Association | 1,540 | $371.0K | 0.07% | −10−0.6% | Reduced |
| Pallas Capital Advisors LLC | 1,540 | $371.0K | 0.02% | +113+7.9% | Added |
| Renaissance Group LLC | 1,539 | $370.7K | 0.02% | −30−1.9% | Reduced |
| Monument Capital Management | 1,536 | $369.9K | 0.10% | +226+17.3% | Added |
| Sandy Spring Bank | 1,533 | $369.4K | 0.01% | +89+6.2% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 1,531 | $368.8K | 0.39% | 00.0% | Unchanged |
| Smith, Moore & Co. | 1,525 | $367.4K | 0.03% | −110−6.7% | Reduced |
| Boston Family Office LLC | 1,525 | $367.0K | 0.03% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 1,516 | $365.2K | 0.02% | 00.0% | Unchanged |
| G2 Capital Management, LLC | 1,516 | $365.2K | 0.11% | 00.0% | Unchanged |
| State of Wyoming | 1,512 | $364.2K | 0.05% | +675+80.6% | Added |
| Pensionmark Financial Group, LLC | 1,510 | $363.7K | 0.01% | −631−29.5% | Reduced |
| Kingswood Wealth Advisors, LLC | 1,510 | $363.7K | 0.03% | −4,257−73.8% | Reduced |
| West Coast Financial LLC | 1,509 | $363.5K | 0.04% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 1,509 | $363.4K | 0.01% | +100+7.1% | Added |
| Wellington Shields & Co., LLC | 1,508 | $363.3K | 0.11% | 00.0% | Unchanged |
| Versor Investments LP | 1,506 | $362.8K | 0.06% | −1,500−49.9% | Reduced |
| Randolph Co Inc | 1,503 | $362.1K | 0.04% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 1,504 | $362.0K | 0.17% | −18−1.2% | Reduced |
| Howard Capital Management Inc. | 1,501 | $361.6K | 0.01% | +72+5.0% | Added |
| Sagespring Wealth Partners, LLC | 1,499 | $361.1K | 0.01% | +1,499 | New |
| Premier Path Wealth Partners, LLC | 1,498 | $360.9K | 0.05% | +13+0.9% | Added |
| All Terrain Financial Advisors, LLC | 1,495 | $360.1K | 0.14% | 00.0% | Unchanged |
| Wealthstar Advisors, LLC | 1,491 | $359.2K | 0.16% | +1,491 | New |
| Farmers Trust Co | 1,484 | $357.5K | 0.07% | +3+0.2% | Added |
| 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 |
| DRW Securities, LLC | 1,461 | $351.9K | 0.02% | +1,461 | New |
| Tiemann Investment Advisors, LLC | 1,460 | $351.7K | 0.16% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 1,456 | $350.7K | 0.11% | +12+0.8% | Added |
| Bridgewealth Advisory Group, LLC | 1,439 | $349.7K | 0.10% | +1,439 | New |
| MKT Advisors LLC | 1,459 | $349.5K | 0.15% | 00.0% | Unchanged |
| Hilltop National Bank | 1,447 | $348.6K | 0.10% | −7−0.5% | Reduced |
| Hickory Point Bank & Trust | 1,441 | $347.1K | 0.31% | +1,441 | New |
| Medallion Wealth Advisors, LLC | 1,311 | $346.8K | 0.17% | +1,311 | New |
| AE Wealth Management LLC | 1,437 | $346.3K | 0.00% | +225+18.6% | Added |
| 4WEALTH Advisors, Inc. | 1,432 | $345.0K | 0.35% | +1,432 | New |
| Jefferies Financial Group Inc. | 1,428 | $344.0K | 0.00% | −14,415−91.0% | Reduced |
| Measured Wealth Private Client Group, LLC | 1,424 | $343.0K | 0.11% | +1,424 | New |
| Summit Financial, LLC | 1,420 | $342.0K | 0.01% | −360−20.2% | Reduced |
| Calamos Wealth Management LLC | 1,414 | $340.6K | 0.02% | +13+0.9% | Added |
| Knollwood Investment Advisory, LLC | 1,412 | $340.1K | 0.04% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 1,410 | $339.7K | 0.07% | +1,410 | New |
| Fisher Asset Management, LLC | 1,405 | $338.7K | 0.00% | +461+48.8% | Added |
| Advisory Alpha, LLC | 1,404 | $338.3K | 0.01% | +1,404 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,400 | $337.3K | 0.01% | +185+15.2% | Added |
| Woodmont Investment Counsel LLC | 1,396 | $336.3K | 0.02% | −125−8.2% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 1,394 | $335.8K | 0.08% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,393 | $335.6K | 0.02% | +232+20.0% | Added |
| Cornell Pochily Investment Advisors, Inc. | 1,391 | $335.1K | 0.12% | −108−7.2% | Reduced |
| Dearborn Partners LLC | 1,388 | $334.3K | 0.01% | +1+0.1% | Added |
| Henrickson Nauta Wealth Advisors, Inc. | 1,384 | $333.4K | 0.14% | 00.0% | Unchanged |
| Legal Advantage Investments, Inc. | 1,379 | $332.2K | 0.18% | +379+37.9% | Added |
| Csenge Advisory Group | 1,378 | $331.9K | 0.02% | −202−12.8% | 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 |
| Legacy Private Trust Co. | 1,368 | $329.5K | 0.02% | −235−14.7% | Reduced |
| Quent Capital, LLC | 1,363 | $328.3K | 0.03% | +43+3.3% | Added |
| NBT Bank N A | 1,361 | $327.9K | 0.02% | −100−6.8% | Reduced |
| Great Waters Wealth Management | 1,357 | $326.8K | 0.04% | +4+0.3% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 1,346 | $324.2K | 0.02% | +333+32.9% | Added |
| First Nebraska Trust Co | 1,345 | $324.0K | 0.03% | 00.0% | Unchanged |
| SPC Financial, Inc. | 1,340 | $322.8K | 0.03% | +108+8.8% | Added |
| Global Trust Asset Management, LLC | 1,334 | $321.2K | 0.12% | +196+17.2% | Added |
| Strategic Financial Services, Inc, | 1,332 | $320.9K | 0.02% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 1,380 | $320.8K | 0.07% | −61−4.2% | Reduced |
| New Hampshire Trust | 1,321 | $318.2K | 0.07% | −34−2.5% | Reduced |
| Avestar Capital, LLC | 1,320 | $318.0K | 0.03% | +151+12.9% | Added |
| TrinityPoint Wealth, LLC | 1,318 | $317.5K | 0.04% | −17−1.3% | Reduced |
| Old Port Advisors | 1,317 | $317.3K | 0.09% | −2−0.2% | Reduced |
| Stonehaven Wealth & Tax Solutions, LLC | 1,310 | $315.6K | 0.34% | +1,310 | New |
| Van Strum & Towne Inc. | 1,304 | $314.1K | 0.11% | 00.0% | Unchanged |
| Windsor Capital Management, LLC | 1,303 | $314.1K | 0.09% | −73−5.3% | Reduced |
| NDVR, Inc. | 1,301 | $313.4K | 0.30% | +75+6.1% | Added |
| Sym Financial Corp | 1,299 | $312.9K | 0.04% | +99+8.3% | Added |
| Point72 (DIFC) Ltd | 1,298 | $312.6K | 0.03% | −4,319−76.9% | Reduced |
| Delta Asset Management LLC | 1,296 | $312.2K | 0.03% | 00.0% | Unchanged |
| Eagle Ridge Investment Management | 1,291 | $311.0K | 0.03% | 00.0% | Unchanged |
| Advisor OS, LLC | 1,287 | $310.2K | 0.04% | −58−4.3% | Reduced |