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 |
|---|---|---|---|---|---|
| Live Oak Private Wealth LLC | 1,286 | $309.8K | 0.05% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 1,284 | $309.3K | 0.07% | −39−2.9% | Reduced |
| Busey Wealth Management | 1,277 | $307.6K | 0.01% | −106−7.7% | Reduced |
| Skopos Labs, Inc. | 1,271 | $306.2K | 0.09% | +16+1.3% | Added |
| Scotia Capital Inc. | 1,270 | $306.0K | 0.00% | +1,270 | New |
| Adviser Investments LLC | 1,267 | $305.2K | 0.00% | −78−5.8% | Reduced |
| ICONIQ Capital, LLC | 1,266 | $305.0K | 0.00% | +1,266 | New |
| Oakworth Capital, Inc. | 1,264 | $304.5K | 0.02% | −176−12.2% | Reduced |
| MFA Wealth Services | 1,264 | $304.4K | 0.24% | +1,264 | New |
| Nestegg Advisors, Inc. | 1,202 | $301.6K | 0.31% | +1,202 | New |
| Slocum, Gordon & Co LLP | 1,250 | $301.1K | 0.25% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,249 | $300.8K | 0.14% | +5+0.4% | Added |
| Santori & Peters | 1,236 | $297.8K | 0.11% | 00.0% | Unchanged |
| Plancorp, LLC | 1,236 | $297.7K | 0.01% | +1,236 | New |
| Arkadios Wealth Advisors | 1,235 | $297.5K | 0.02% | −20−1.6% | Reduced |
| Segment Wealth Management, LLC | 1,234 | $297.3K | 0.02% | 00.0% | Unchanged |
| Wealth Effects LLC | 1,230 | $296.3K | 0.11% | −76−5.8% | Reduced |
| Liberty Capital Management, Inc. | 1,230 | $296.3K | 0.07% | 00.0% | Unchanged |
| Everpar Advisors LLC | 1,227 | $295.6K | 0.15% | +80+7.0% | Added |
| Mayfair Advisory Group, LLC | 1,223 | $294.5K | 0.17% | +3+0.2% | Added |
| Sage Rhino Capital LLC | 1,221 | $294.1K | 0.06% | −6−0.5% | Reduced |
| Laffer Tengler Investments | 1,217 | $293.2K | 0.06% | 00.0% | Unchanged |
| Advisors Management Group Inc | 1,218 | $293.0K | 0.07% | −30−2.4% | Reduced |
| Ariston Services Group | 1,212 | $292.0K | 0.25% | −3−0.2% | Reduced |
| Hudson Portfolio Management LLC | 1,210 | $291.5K | 0.29% | +245+25.4% | Added |
| Wealth Architects, LLC | 1,210 | $291.4K | 0.03% | −13−1.1% | Reduced |
| Apella Capital, LLC | 1,207 | $290.9K | 0.01% | +5+0.4% | Added |
| Patten & Patten Inc | 1,201 | $289.4K | 0.02% | +189+18.7% | Added |
| Builder Investment Group Inc | 1,200 | $289.1K | 0.08% | 00.0% | Unchanged |
| Cape Ann Savings Bank | 1,200 | $289.1K | 0.17% | 00.0% | Unchanged |
| Enhancing Capital LLC | 1,200 | $289.1K | 0.23% | +1,200 | New |
| Means Investment Co., Inc. | 1,198 | $288.6K | 0.03% | 00.0% | Unchanged |
| GTS Securities LLC | 1,194 | $287.6K | 0.01% | +1,194 | New |
| Harbour Investments, Inc. | 1,190 | $286.6K | 0.01% | +39+3.4% | Added |
| Investors Research Corp | 1,186 | $285.7K | 0.06% | −193−14.0% | Reduced |
| Caldwell Trust Co | 1,186 | $285.7K | 0.03% | −2−0.2% | Reduced |
| Sunbelt Securities, Inc. | 1,191 | $285.7K | 0.03% | −89−7.0% | Reduced |
| D'Orazio & Associates, Inc. | 1,185 | $285.4K | 0.04% | +1,185 | New |
| CRA Financial Services, LLC | 1,184 | $285.2K | 0.05% | −30−2.5% | Reduced |
| Earnest Partners LLC | 1,178 | $283.8K | 0.00% | −36−3.0% | Reduced |
| Evoke Wealth, LLC | 1,172 | $282.3K | 0.01% | +1,172 | New |
| Rathbone Brothers plc | 1,166 | $280.9K | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 1,164 | $280.4K | 0.51% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,163 | $280.2K | 0.01% | +601+106.9% | Added |
| Dynamic Wealth Strategies, LLC | 1,162 | $279.9K | 0.25% | +1+0.1% | Added |
| Sippican Capital Advisors | 1,161 | $279.7K | 0.20% | 00.0% | Unchanged |
| Wealthspan Partners, LLC | 1,161 | $279.7K | 0.13% | 00.0% | Unchanged |
| Gries Financial LLC | 1,158 | $279.0K | 0.05% | +209+22.0% | Added |
| Onyx Bridge Wealth Group LLC | 1,157 | $278.8K | 0.04% | +1+0.1% | Added |
| Flagship Wealth Advisors, LLC | 1,154 | $278.0K | 0.16% | +1,154 | New |
| Willner & Heller, LLC | 1,151 | $277.2K | 0.24% | +5+0.4% | Added |
| Aster Capital Management (DIFC) Ltd | 1,150 | $277.0K | 0.11% | −693−37.6% | Reduced |
| Catalyst Financial Partners LLC | 1,149 | $276.8K | 0.05% | +35+3.1% | Added |
| Revolve Wealth Partners, LLC | 1,146 | $276.1K | 0.04% | +1,146 | New |
| EagleClaw Capital Managment, LLC | 1,146 | $276.1K | 0.04% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 1,146 | $276.1K | 0.07% | +62+5.7% | Added |
| Keystone Financial Group, Inc. | 1,140 | $274.6K | 0.22% | +1,140 | New |
| Legacy Financial Advisors, Inc. | 1,138 | $274.1K | 0.05% | +101+9.7% | Added |
| Aaron Wealth Advisors | 1,130 | $272.2K | 0.03% | +169+17.6% | Added |
| Central Pacific Bank - Trust Division | 1,122 | $270.3K | 0.04% | −96−7.9% | Reduced |
| JFS Wealth Advisors, LLC | 1,119 | $269.6K | 0.02% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 1,118 | $269.4K | 0.06% | +57+5.4% | Added |
| Ci Investments Inc. | 1,118 | $269.0K | 0.00% | −5,010−81.8% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 1,116 | $268.8K | 0.10% | −16−1.4% | Reduced |
| Sloy Dahl & Holst, LLC | 1,114 | $268.4K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,108 | $266.9K | 0.01% | 00.0% | Unchanged |
| Five Oceans Advisors | 1,103 | $265.7K | 0.12% | −210−16.0% | Reduced |
| Anchor Investment Management, LLC | 1,103 | $265.7K | 0.02% | −6−0.5% | Reduced |
| Blume Capital Management, Inc. | 1,100 | $265.0K | 0.06% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 1,098 | $264.6K | 0.01% | −58−5.0% | Reduced |
| Alpha Cubed Investments, LLC | 1,096 | $264.0K | 0.01% | +8+0.7% | Added |
| Childress Capital Advisors, LLC | 1,094 | $263.5K | 0.07% | +17+1.6% | Added |
| Fidelis Capital Partners, LLC | 1,075 | $262.9K | 0.03% | +69+6.9% | Added |
| Sterling Capital Management LLC | 1,085 | $261.4K | 0.00% | −755−41.0% | Reduced |
| RMB Capital Management, LLC | 1,083 | $261.0K | 0.01% | −880−44.8% | Reduced |
| Charles Schwab Trust Co | 1,081 | $260.4K | 0.02% | +12+1.1% | Added |
| Voya Financial Advisors, Inc. | 1,082 | $259.5K | 0.03% | −14−1.3% | Reduced |
| Aprio Wealth Management, LLC | 1,075 | $259.0K | 0.04% | +101+10.4% | Added |
| First Affirmative Financial Network | 1,073 | $258.6K | 0.15% | −258−19.4% | Reduced |
| Canvas Wealth Advisors, LLC | 1,071 | $258.0K | 0.06% | −54−4.8% | Reduced |
| Baxter Bros Inc | 1,071 | $258.0K | 0.03% | 00.0% | Unchanged |
| Centennial Bank | 1,066 | $256.8K | 0.12% | 00.0% | Unchanged |
| Milestone Asset Management Group, LLC | 1,066 | $256.7K | 0.23% | +1,066 | New |
| Beacon Investment Advisory Services, Inc. | 1,065 | $256.5K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 1,065 | $256.5K | 0.06% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 1,059 | $255.1K | 0.13% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,054 | $253.9K | 0.01% | +79+8.1% | Added |
| Legacy Trust | 1,051 | $253.2K | 0.06% | −143−12.0% | Reduced |
| RiverFront Investment Group, LLC | 1,046 | $252.0K | 0.01% | +1,046 | New |
| Altfest L J & Co Inc | 1,044 | $251.6K | 0.03% | +5+0.5% | Added |
| Strait & Sound Wealth Management LLC | 1,043 | $251.2K | 0.12% | −185−15.1% | Reduced |
| Confluence Wealth Services, Inc. | 1,038 | $250.7K | 0.02% | +144+16.1% | Added |
| Jarislowsky, Fraser Ltd | 1,040 | $250.5K | 0.00% | −3−0.3% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,036 | $249.6K | 0.02% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 1,033 | $249.0K | 0.01% | +58+5.9% | Added |
| Rehmann Capital Advisory Group | 1,030 | $248.2K | 0.02% | +36+3.6% | Added |
| OneAscent Financial Services LLC | 1,024 | $247.0K | 0.02% | +1,024 | New |
| Crews Bank & Trust | 1,024 | $246.7K | 0.04% | +1,024 | New |
| Leigh Baldwin & Co., LLC | 1,024 | $246.6K | 0.21% | +1,024 | New |
| HCR Wealth Advisors | 1,023 | $246.4K | 0.03% | 00.0% | Unchanged |