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 |
|---|---|---|---|---|---|
| Avalon Trust Co | 6,487 | $1.56M | 0.11% | +37+0.6% | Added |
| Signaturefd, LLC | 6,455 | $1.55M | 0.03% | −252−3.8% | Reduced |
| LRI Investments, LLC | 6,364 | $1.53M | 0.15% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 6,315 | $1.53M | 0.08% | +271+4.5% | Added |
| Douglass Winthrop Advisors, LLC | 6,319 | $1.52M | 0.03% | +825+15.0% | Added |
| Clearstead Advisors, LLC | 6,249 | $1.51M | 0.02% | −30−0.5% | Reduced |
| TD Private Client Wealth LLC | 6,247 | $1.50M | 0.04% | −343−5.2% | Reduced |
| Courier Capital LLC | 6,243 | $1.50M | 0.10% | −105−1.7% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 6,231 | $1.50M | 0.49% | +6,231 | New |
| Axxcess Wealth Management, LLC | 6,223 | $1.50M | 0.04% | +886+16.6% | Added |
| Claro Advisors LLC | 6,217 | $1.50M | 0.20% | −223−3.5% | Reduced |
| Vaughan David Investments LLC | 6,215 | $1.50M | 0.04% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 6,167 | $1.49M | 0.05% | +201+3.4% | Added |
| Allworth Financial LP | 5,958 | $1.47M | 0.01% | +1,571+35.8% | Added |
| Squarepoint Ops LLC | 6,099 | $1.47M | 0.00% | −33,904−84.8% | Reduced |
| JT Stratford LLC | 6,044 | $1.46M | 0.24% | +49+0.8% | Added |
| MB, Levis & Associates, LLC | 6,010 | $1.45M | 0.72% | −12−0.2% | Reduced |
| NJ State Employees Deferred Compensation Plan | 5,943 | $1.43M | 0.17% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,902 | $1.42M | 0.00% | +1,820+44.6% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 5,900 | $1.42M | 0.10% | 00.0% | Unchanged |
| FIL Ltd | 5,815 | $1.40M | 0.00% | +3,162+119.2% | Added |
| Vident Advisory, LLC | 5,797 | $1.40M | 0.02% | +791+15.8% | Added |
| Old National Bancorp | 5,793 | $1.40M | 0.03% | −279−4.6% | Reduced |
| Elmwood Wealth Management, Inc. | 5,792 | $1.40M | 0.56% | +9+0.2% | Added |
| Quadcap Wealth Management, LLC | 5,777 | $1.39M | 0.20% | −180−3.0% | Reduced |
| Sumitomo Life Insurance Co | 5,751 | $1.39M | 0.03% | −174−2.9% | Reduced |
| Buckingham Strategic Partners | 5,737 | $1.38M | 0.02% | +2,236+63.9% | Added |
| Fiduciary Trust Co | 5,735 | $1.38M | 0.02% | +1,404+32.4% | Added |
| Institute for Wealth Management, LLC. | 5,594 | $1.35M | 0.17% | −56−1.0% | Reduced |
| Arvest Investments, Inc. | 5,584 | $1.35M | 0.22% | −9,452−62.9% | Reduced |
| HighMark Wealth Management LLC | 5,551 | $1.34M | 0.77% | +28+0.5% | Added |
| SlateStone Wealth, LLC | 5,519 | $1.33M | 0.13% | +157+2.9% | Added |
| Great Lakes Retirement, Inc. | 5,507 | $1.33M | 0.17% | +182+3.4% | Added |
| PYA Waltman Capital, LLC | 5,498 | $1.32M | 0.43% | +34+0.6% | Added |
| Trust Co of Vermont | 5,490 | $1.32M | 0.06% | −154−2.7% | Reduced |
| Flputnam Investment Management Co | 5,468 | $1.32M | 0.02% | −98−1.8% | Reduced |
| FineMark National Bank & Trust | 5,460 | $1.32M | 0.05% | −11−0.2% | Reduced |
| V-Square Quantitative Management LLC | 5,440 | $1.31M | 0.19% | +86+1.6% | Added |
| Harbor Capital Advisors, Inc. | 5,428 | $1.31M | 0.06% | +60+1.1% | Added |
| Net Worth Advisory Group | 5,402 | $1.30M | 0.40% | +68+1.3% | Added |
| TD Waterhouse Canada Inc. | 5,395 | $1.30M | 0.01% | +1,772+48.9% | Added |
| Plato Investment Management Ltd | 5,359 | $1.30M | 0.10% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 5,318 | $1.28M | 0.15% | +5,318 | New |
| Haverford Trust Co | 5,297 | $1.28M | 0.01% | −41−0.8% | Reduced |
| Roundview Capital LLC | 5,292 | $1.27M | 0.09% | 00.0% | Unchanged |
| Prostatis Group LLC | 5,278 | $1.27M | 0.37% | −55−1.0% | Reduced |
| Ascent Group, LLC | 5,252 | $1.27M | 0.10% | +451+9.4% | Added |
| Private Trust Co NA | 5,212 | $1.26M | 0.13% | −189−3.5% | Reduced |
| Wealth Alliance | 5,116 | $1.23M | 0.15% | +60+1.2% | Added |
| Barden Capital Management, Inc. | 5,112 | $1.23M | 1.06% | +23+0.5% | Added |
| Tocqueville Asset Management L.P. | 5,101 | $1.23M | 0.02% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 5,095 | $1.23M | 0.08% | −17−0.3% | Reduced |
| Joel Isaacson & Co., LLC | 5,095 | $1.23M | 0.06% | +1,901+59.5% | Added |
| Johnson Investment Counsel Inc | 5,079 | $1.22M | 0.01% | +38+0.8% | Added |
| Valeo Financial Advisors, LLC | 5,062 | $1.22M | 0.03% | +28+0.6% | Added |
| Gen-Wealth Partners Inc | 5,048 | $1.22M | 0.52% | −230−4.4% | Reduced |
| Meeder Advisory Services, Inc. | 5,048 | $1.22M | 0.08% | +214+4.4% | Added |
| Merit Financial Group, LLC | 5,034 | $1.21M | 0.02% | +1,189+30.9% | Added |
| Trust Co of Toledo NA | 5,017 | $1.21M | 0.16% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 4,986 | $1.20M | 0.02% | −60−1.2% | Reduced |
| Hanson & Doremus Investment Management | 4,985 | $1.20M | 0.19% | +580+13.2% | Added |
| J.W. Cole Advisors, Inc. | 4,956 | $1.19M | 0.05% | +12+0.2% | Added |
| Coldstream Capital Management Inc | 4,950 | $1.19M | 0.03% | −82−1.6% | Reduced |
| Andra AP-fonden | 4,900 | $1.18M | 0.02% | −11,600−70.3% | Reduced |
| Providence Wealth Advisors, LLC | 4,833 | $1.17M | 0.89% | +28+0.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 12,893 | $1.17M | 0.20% | +6,145+91.1% | Added |
| Aptus Capital Advisors, LLC | 4,820 | $1.16M | 0.01% | +632+15.1% | Added |
| Transamerica Financial Advisors, Inc. | 4,801 | $1.16M | 0.11% | −404−7.8% | Reduced |
| Boston Financial Mangement LLC | 4,800 | $1.16M | 0.03% | +6+0.1% | Added |
| Lazard Asset Management LLC | 4,760 | $1.15M | 0.00% | +1,632+52.2% | Added |
| Glenview Trust Co | 4,757 | $1.15M | 0.02% | −9−0.2% | Reduced |
| Beaumont Financial Advisors, LLC | 4,752 | $1.14M | 0.09% | +17+0.4% | Added |
| Dorsey & Whitney Trust CO LLC | 4,741 | $1.14M | 0.06% | +74+1.6% | Added |
| Texas Bank & Trust Co | 4,727 | $1.14M | 0.47% | +4,727 | New |
| Nicholas Hoffman & Company, LLC. | 4,704 | $1.13M | 0.05% | +20.0% | Added |
| Kestra Investment Management, LLC | 4,695 | $1.13M | 0.04% | −445−8.7% | Reduced |
| Kathmere Capital Management, LLC | 4,667 | $1.12M | 0.10% | +532+12.9% | Added |
| Cubist Systematic Strategies, LLC | 4,626 | $1.11M | 0.02% | +4,626 | New |
| Bullock Wealth Management Group | 4,618 | $1.11M | 0.65% | −103−2.2% | Reduced |
| Guardian Partners Inc. | 4,561 | $1.11M | 0.11% | +4,561 | New |
| AA Financial Advisors, LLC | 4,571 | $1.10M | 0.29% | +327+7.7% | Added |
| Virtus ETF Advisers LLC | 4,562 | $1.10M | 0.45% | +422+10.2% | Added |
| HBK Sorce Advisory LLC | 4,551 | $1.10M | 0.03% | −77−1.7% | Reduced |
| Union Savings Bank | 4,543 | $1.09M | 0.54% | −181−3.8% | Reduced |
| Plimoth Trust Co LLC | 4,524 | $1.09M | 0.28% | +238+5.6% | Added |
| Investors Asset Management of Georgia Inc | 4,511 | $1.09M | 0.53% | 00.0% | Unchanged |
| Sutton Place Investors LLC | 4,507 | $1.09M | 0.63% | +7+0.2% | Added |
| Silvercrest Asset Management Group LLC | 4,481 | $1.08M | 0.01% | −125−2.7% | Reduced |
| Forum Financial Management, LP | 4,389 | $1.06M | 0.02% | +107+2.5% | Added |
| Bridges Investment Management Inc | 4,377 | $1.05M | 0.01% | −7−0.2% | Reduced |
| Jones Financial Companies LLLP | 4,367 | $1.05M | 0.00% | +1,300+42.4% | Added |
| Equitable Trust Co | 4,360 | $1.05M | 0.06% | −20.0% | Reduced |
| Capstone Investment Advisors, LLC | 4,359 | $1.05M | 0.01% | +3,159+263.3% | Added |
| Meiji Yasuda Life Insurance Co | 4,357 | $1.05M | 0.02% | +40+0.9% | Added |
| Bailard, Inc. | 4,348 | $1.05M | 0.03% | +100+2.4% | Added |
| Vise Technologies, Inc. | 4,346 | $1.05M | 0.09% | +1,916+78.8% | Added |
| Somerset Group LLC | 4,303 | $1.04M | 0.95% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 4,270 | $1.03M | 0.29% | +4,270 | New |
| Stock Yards Bank & Trust Co | 4,259 | $1.03M | 0.04% | +105+2.5% | Added |
| Lindbrook Capital, LLC | 4,247 | $1.02M | 0.09% | +222+5.5% | Added |