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 |
|---|---|---|---|---|---|
| Harfst & Associates, Inc. | 9,691 | $2.33M | 0.49% | +773+8.7% | Added |
| Twin Capital Management Inc | 9,674 | $2.33M | 0.26% | −176−1.8% | Reduced |
| DSG Capital Advisors, LLC | 9,655 | $2.33M | 0.42% | +9,655 | New |
| Parsons Capital Management Inc | 9,586 | $2.31M | 0.13% | 00.0% | Unchanged |
| First National Trust Co | 9,582 | $2.31M | 0.09% | −1,095−10.3% | Reduced |
| Levin Capital Strategies, L.P. | 9,552 | $2.30M | 0.22% | −100−1.0% | Reduced |
| Founders Financial Securities LLC | 9,433 | $2.27M | 0.20% | +164+1.8% | Added |
| Everence Capital Management Inc | 9,403 | $2.27M | 0.15% | −210−2.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 9,385 | $2.26M | 0.08% | +604+6.9% | Added |
| Webster Bank, N. A. | 9,320 | $2.25M | 0.24% | −19,374−67.5% | Reduced |
| Two Sigma Advisers, LP | 9,300 | $2.24M | 0.01% | −72,800−88.7% | Reduced |
| Cornerstone Advisors, LLC | 9,200 | $2.22M | 0.09% | 00.0% | Unchanged |
| Arrow Financial Corp | 9,196 | $2.22M | 0.21% | −131−1.4% | Reduced |
| Advisors Asset Management, Inc. | 9,196 | $2.22M | 0.04% | −9,207−50.0% | Reduced |
| Toroso Investments, LLC | 9,124 | $2.20M | 0.02% | +1,694+22.8% | Added |
| Bleakley Financial Group, LLC | 9,121 | $2.20M | 0.07% | −267−2.8% | Reduced |
| Atlantic Union Bankshares Corp | 9,104 | $2.19M | 0.13% | −59−0.6% | Reduced |
| Wetherby Asset Management Inc | 9,082 | $2.19M | 0.10% | −245−2.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 9,007 | $2.17M | 0.01% | +476+5.6% | Added |
| Oppenheimer & Co Inc | 8,999 | $2.17M | 0.03% | −273−2.9% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 8,928 | $2.15M | 0.67% | +30+0.3% | Added |
| Asahi Life Asset Management Co., Ltd. | 8,916 | $2.15M | 1.31% | −427−4.6% | Reduced |
| Weaver Capital Management LLC | 8,911 | $2.15M | 0.60% | −629−6.6% | Reduced |
| Stonegate Investment Group, LLC | 8,899 | $2.14M | 0.06% | −133−1.5% | Reduced |
| 1832 Asset Management L.P. | 8,850 | $2.13M | 0.00% | −1,548−14.9% | Reduced |
| Tectonic Advisors LLC | 8,752 | $2.11M | 0.14% | +47+0.5% | Added |
| United Capital Financial Advisers, LLC | 8,726 | $2.10M | 0.02% | −981−10.1% | Reduced |
| Pinnacle Holdings, LLC | 8,693 | $2.09M | 0.79% | −518−5.6% | Reduced |
| BancorpSouth Bank | 8,511 | $2.05M | 0.14% | +37+0.4% | Added |
| Moors & Cabot, Inc. | 8,483 | $2.04M | 0.10% | +650+8.3% | Added |
| Bank & Trust Co | 8,354 | $2.01M | 1.69% | −159−1.9% | Reduced |
| Cornerstone Planning, LLC | 8,281 | $1.99M | 0.76% | +8,281 | New |
| SG Americas Securities, LLC | 8,276 | $1.99M | 0.01% | −12,616−60.4% | Reduced |
| Snowden Capital Advisors LLC | 8,262 | $1.99M | 0.06% | +1,622+24.4% | Added |
| Hilltop Holdings Inc. | 8,235 | $1.98M | 0.13% | +415+5.3% | Added |
| CoreCap Advisors, LLC | 8,218 | $1.98M | 0.09% | −293−3.4% | Reduced |
| Accredited Investors Inc. | 8,207 | $1.98M | 0.12% | −17−0.2% | Reduced |
| Cary Street Partners Financial LLC | 8,134 | $1.96M | 0.06% | +8,134 | New |
| Brevan Howard Capital Management LP | 8,059 | $1.94M | 0.05% | +8,059 | New |
| Jacobi Capital Management LLC | 8,041 | $1.94M | 0.14% | +19+0.2% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 8,011 | $1.93M | 0.51% | −1,142−12.5% | Reduced |
| Two Sigma Investments, LP | 8,004 | $1.93M | 0.00% | −93,960−92.2% | Reduced |
| Vestcor Inc | 8,004 | $1.93M | 0.06% | +3,830+91.8% | Added |
| Capital Wealth Planning, LLC | 8,000 | $1.93M | 0.02% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 7,997 | $1.93M | 0.18% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 7,976 | $1.92M | 0.08% | −271−3.3% | Reduced |
| We Are One Seven, LLC | 7,975 | $1.92M | 0.07% | +3,425+75.3% | Added |
| Empirical Finance, LLC | 7,963 | $1.92M | 0.11% | −104−1.3% | Reduced |
| Dakota Wealth Management | 7,951 | $1.92M | 0.04% | −189−2.3% | Reduced |
| Ancora Advisors, LLC | 7,901 | $1.90M | 0.04% | −100−1.2% | Reduced |
| FRG Family Wealth Advisors LLC | 7,900 | $1.90M | 0.35% | 00.0% | Unchanged |
| First National Advisers, LLC | 7,892 | $1.90M | 0.31% | −780−9.0% | Reduced |
| Choate Investment Advisors | 7,890 | $1.90M | 0.05% | +177+2.3% | Added |
| Argent Advisors, Inc. | 7,838 | $1.89M | 0.70% | −1,717−18.0% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,821 | $1.88M | 0.05% | −555−6.6% | Reduced |
| WBH Advisory Inc | 7,771 | $1.87M | 0.17% | −374−4.6% | Reduced |
| Fayez Sarofim & Co | 7,688 | $1.85M | 0.00% | +7,688 | New |
| Resources Investment Advisors, LLC. | 7,677 | $1.85M | 0.02% | −479−5.9% | Reduced |
| Community Bank, N.A. | 7,631 | $1.84M | 0.24% | −209−2.7% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 7,612 | $1.83M | 0.38% | −596−7.3% | Reduced |
| Academy Capital Management Inc | 7,552 | $1.82M | 0.30% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 7,533 | $1.81M | 0.14% | +7,533 | New |
| Profund Advisors LLC | 7,527 | $1.81M | 0.07% | −356−4.5% | Reduced |
| EP Wealth Advisors, LLC | 7,526 | $1.81M | 0.01% | +1,397+22.8% | Added |
| Kestra Private Wealth Services, LLC | 7,522 | $1.81M | 0.03% | +2,633+53.9% | Added |
| Benin Management CORP | 7,513 | $1.81M | 0.50% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 7,414 | $1.79M | 0.13% | +964+14.9% | Added |
| Smith, Salley & Associates | 7,277 | $1.75M | 0.11% | +23+0.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,208 | $1.74M | 0.04% | −16−0.2% | Reduced |
| Venture Visionary Partners LLC | 7,107 | $1.71M | 0.07% | −89−1.2% | Reduced |
| David Loasby | 7,343 | $1.71M | 0.16% | −10.0% | Reduced |
| GAMMA Investing LLC | 7,055 | $1.70M | 0.14% | +797+12.7% | Added |
| South Dakota Investment Council | 7,030 | $1.69M | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 7,011 | $1.69M | 0.04% | +172+2.5% | Added |
| Cornercap Investment Counsel Inc | 7,002 | $1.69M | 0.54% | −244−3.4% | Reduced |
| Railway Pension Investments Ltd | 7,000 | $1.69M | 0.02% | +7,000 | New |
| Gifford Fong Associates | 7,000 | $1.69M | 0.41% | 00.0% | Unchanged |
| Allstate Corp | 6,981 | $1.68M | 0.05% | +6,981 | New |
| Beacon Financial Group | 6,972 | $1.68M | 0.18% | −389−5.3% | Reduced |
| Concord Asset Management, LLC | 6,934 | $1.67M | 0.37% | −372−5.1% | Reduced |
| Bokf, NA | 7,155 | $1.66M | 0.03% | +57+0.8% | Added |
| Eagle Capital Management LLC | 6,900 | $1.66M | 0.01% | 00.0% | Unchanged |
| Pensionfund Sabic | 6,900 | $1.66M | 0.44% | +1,200+21.1% | Added |
| Belpointe Asset Management LLC | 7,258 | $1.66M | 0.10% | −25−0.3% | Reduced |
| Concord Wealth Partners | 6,839 | $1.65M | 0.27% | −144−2.1% | Reduced |
| Ballast, Inc. | 6,822 | $1.64M | 0.47% | −281−4.0% | Reduced |
| Integrated Wealth Concepts LLC | 6,810 | $1.64M | 0.02% | +266+4.1% | Added |
| Paragon Capital Management Inc | 6,746 | $1.63M | 1.27% | +6,746 | New |
| Ashton Thomas Private Wealth, LLC | 6,700 | $1.61M | 0.06% | −143−2.1% | Reduced |
| IHT Wealth Management, LLC | 6,687 | $1.61M | 0.05% | −4,892−42.2% | Reduced |
| Tevis Investment Management | 6,675 | $1.61M | 1.19% | −20−0.3% | Reduced |
| Lido Advisors, LLC | 6,638 | $1.60M | 0.01% | −918,013−99.3% | Reduced |
| Lowe Brockenbrough & Co Inc | 6,609 | $1.59M | 0.10% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 6,593 | $1.59M | 0.17% | −407−5.8% | Reduced |
| BSW Wealth Partners | 6,585 | $1.59M | 0.23% | +63+1.0% | Added |
| Benjamin Edwards Inc | 6,550 | $1.58M | 0.02% | −171−2.5% | Reduced |
| Resources Management Corp | 6,546 | $1.58M | 0.22% | 00.0% | Unchanged |
| DAGCO, Inc. | 6,546 | $1.58M | 0.52% | +152+2.4% | Added |
| Ames National Corp | 6,537 | $1.57M | 1.06% | +6,537 | New |
| Northern Financial Advisors Inc | 6,531 | $1.57M | 1.26% | −182−2.7% | Reduced |