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 |
|---|---|---|---|---|---|
| West Paces Advisors Inc. | 4,218 | $1.02M | 0.25% | −20−0.5% | Reduced |
| Paradigm Asset Management Co LLC | 4,200 | $1.01M | 0.28% | −3,500−45.5% | Reduced |
| Tudor Financial Inc. | 4,200 | $1.01M | 0.59% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 4,200 | $1.01M | 0.30% | +4,200 | New |
| Zions Bancorporation, N.A. | 4,190 | $1.01M | 0.06% | +1,364+48.3% | Added |
| Tradewinds, LLC. | 4,164 | $1.00M | 0.28% | +4,164 | New |
| IFC Advisors LLC | 4,119 | $992.2K | 0.22% | +4,119 | New |
| Baker Tilly Wealth Management, LLC | 4,097 | $986.8K | 0.39% | +351+9.4% | Added |
| Vectors Research Management, LLC | 4,080 | $982.8K | 0.33% | +5+0.1% | Added |
| Forza Wealth Management, LLC | 4,072 | $980.9K | 0.45% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4,014 | $966.9K | 0.07% | +23+0.6% | Added |
| Aureus Asset Management, LLC | 4,013 | $966.7K | 0.06% | −125−3.0% | Reduced |
| Sterneck Capital Management, LLC | 4,000 | $963.6K | 0.52% | 00.0% | Unchanged |
| Davenport & Co LLC | 3,995 | $962.4K | 0.01% | +417+11.7% | Added |
| Yoffe Investment Management, LLC | 3,987 | $960.4K | 1.43% | +3,987 | New |
| Copperwynd Financial, LLC | 3,956 | $953.0K | 0.26% | −73−1.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 3,930 | $946.7K | 0.24% | +972+32.9% | Added |
| Fullcircle Wealth LLC | 3,887 | $944.5K | 0.39% | −147−3.6% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,914 | $942.7K | 0.05% | +464+13.4% | Added |
| Exchange Traded Concepts, LLC | 3,902 | $940.0K | 0.02% | +63+1.6% | Added |
| Mesirow Financial Investment Management, Inc. | 3,890 | $936.7K | 0.02% | +1,947+100.2% | Added |
| Warren Averett Asset Management, LLC | 3,885 | $935.8K | 0.01% | +1,181+43.7% | Added |
| Money Concepts Capital Corp | 3,883 | $935.3K | 0.07% | +38+1.0% | Added |
| 1 North Wealth Services LLC | 3,874 | $933.2K | 0.40% | +3,874 | New |
| Quantitative Investment Management, LLC | 3,865 | $931.0K | 0.07% | +3,865 | New |
| Pitcairn Co | 3,863 | $930.6K | 0.05% | +158+4.3% | Added |
| Central Trust Co | 3,847 | $926.7K | 0.02% | +219+6.0% | Added |
| JB Capital LLC | 3,822 | $920.7K | 0.05% | +10+0.3% | Added |
| Abn Amro Investment Solutions | 3,815 | $919.0K | 0.02% | −135−3.4% | Reduced |
| Bard Financial Services, Inc. | 3,775 | $909.4K | 0.11% | 00.0% | Unchanged |
| High Note Wealth, LLC | 3,765 | $907.0K | 0.24% | +10.0% | Added |
| AMG National Trust Bank | 3,761 | $905.0K | 0.02% | −119−3.1% | Reduced |
| Boston Private Wealth LLC | 3,751 | $903.6K | 0.02% | +3,751 | New |
| Empirical Asset Management, LLC | 16,042 | $902.7K | 0.30% | +1,086+7.3% | Added |
| Smithfield Trust Co | 3,748 | $902.0K | 0.04% | +39+1.1% | Added |
| Kanawha Capital Management LLC | 3,718 | $895.6K | 0.07% | 00.0% | Unchanged |
| Roehl & Yi Investment Advisors, LLC | 3,702 | $891.8K | 0.49% | +3,702 | New |
| Canada Post Corp Registered Pension Plan | 3,691 | $889.1K | 0.05% | +3,691 | New |
| Legacy Capital Wealth Partners, LLC | 3,689 | $888.5K | 0.22% | −120−3.2% | Reduced |
| MWA Asset Management | 3,686 | $888.0K | 0.59% | +6+0.2% | Added |
| Baader Bank INC | 3,652 | $879.7K | 0.08% | +2,640+260.9% | Added |
| Rothschild Investment LLC | 3,634 | $875.4K | 0.06% | +21+0.6% | Added |
| Aries Wealth Management | 3,614 | $870.6K | 0.24% | +956+36.0% | Added |
| Concurrent Investment Advisors, LLC | 3,602 | $867.6K | 0.02% | +77+2.2% | Added |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 3,600 | $867.2K | 0.03% | +3,600 | New |
| Van Hulzen Asset Management, LLC | 3,595 | $866.1K | 0.06% | 00.0% | Unchanged |
| PFG Investments, LLC | 3,578 | $862.0K | 0.05% | +25+0.7% | Added |
| Agate Pass Investment Management, LLC | 3,575 | $861.2K | 0.39% | +3,575 | New |
| Boyd Watterson Asset Management LLC | 3,538 | $852.3K | 0.24% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 3,523 | $848.7K | 0.06% | −105−2.9% | Reduced |
| Ocean Capital Management, LLC | 3,502 | $843.5K | 0.18% | +8+0.2% | Added |
| Wealthspire Advisors, LLC | 3,499 | $842.8K | 0.01% | +142+4.2% | Added |
| Minot DeBlois Advisors LLC | 3,481 | $838.6K | 0.77% | +3,481 | New |
| Equitable Holdings, Inc. | 3,468 | $835.4K | 0.01% | +326+10.4% | Added |
| Burns J W & Co Inc | 3,422 | $824.3K | 0.11% | −30−0.9% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 3,414 | $822.4K | 0.08% | +41+1.2% | Added |
| Linden Thomas Advisory Services, LLC | 3,395 | $817.8K | 0.10% | +800+30.8% | Added |
| Mission Wealth Management, LP | 3,383 | $814.9K | 0.02% | −1,097−24.5% | Reduced |
| Lederer & Associates Investment Counsel | 3,375 | $813.0K | 0.57% | −544−13.9% | Reduced |
| MUFG Securities Americas Inc. | 3,352 | $807.5K | 0.10% | +3,352 | New |
| Mitchell & Pahl Private Wealth, LLC | 3,346 | $806.0K | 0.38% | −148−4.2% | Reduced |
| Scientech Research LLC | 3,331 | $802.4K | 0.23% | −2,661−44.4% | Reduced |
| Tradition Wealth Management, LLC | 3,326 | $801.1K | 0.07% | −63−1.9% | Reduced |
| Pinnacle Bancorp, Inc. | 3,318 | $799.3K | 0.26% | −170−4.9% | Reduced |
| Centiva Capital, LP | 3,314 | $798.3K | 0.03% | +1,769+114.5% | Added |
| Searle & Co. | 3,304 | $795.9K | 0.23% | 00.0% | Unchanged |
| Villere St Denis J & Co LLC | 3,303 | $795.7K | 0.07% | −35−1.0% | Reduced |
| Apollon Wealth Management, LLC | 3,292 | $793.1K | 0.02% | −653−16.6% | Reduced |
| Brighton Jones LLC | 3,277 | $789.4K | 0.02% | +387+13.4% | Added |
| Strategic Advisors LLC | 3,276 | $789.3K | 0.14% | +218+7.1% | Added |
| Stevens Capital Management LP | 3,275 | $789.0K | 0.32% | +3,275 | New |
| Camden National Bank | 3,271 | $788.0K | 0.12% | 00.0% | Unchanged |
| Davis R M Inc | 3,263 | $786.0K | 0.02% | +18+0.6% | Added |
| Ar Asset Management Inc | 3,264 | $786.0K | 0.18% | 00.0% | Unchanged |
| LVM Capital Management Ltd | 3,256 | $784.0K | 0.08% | −118−3.5% | Reduced |
| Soltis Investment Advisors LLC | 3,236 | $779.5K | 0.07% | −726−18.3% | Reduced |
| Graypoint LLC | 3,226 | $777.0K | 0.05% | +43+1.4% | Added |
| Wilson & Boucher Capital Management, LLC | 3,188 | $768.0K | 0.54% | −200−5.9% | Reduced |
| NorthRock Partners, LLC | 3,185 | $767.1K | 0.03% | +40+1.3% | Added |
| Evernest Financial Advisors, LLC | 3,161 | $761.4K | 0.20% | +535+20.4% | Added |
| Checchi Capital Advisers, LLC | 3,156 | $760.3K | 0.06% | −5−0.2% | Reduced |
| Bank of Stockton | 3,123 | $752.3K | 0.23% | −43−1.4% | Reduced |
| Eastern Bank | 3,121 | $751.8K | 0.01% | +433+16.1% | Added |
| Level Four Advisory Services, LLC | 3,115 | $750.4K | 0.03% | +209+7.2% | Added |
| Qtron Investments LLC | 3,111 | $749.4K | 0.11% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 3,109 | $748.9K | 0.28% | +262+9.2% | Added |
| Waldron Private Wealth LLC | 3,108 | $748.8K | 0.03% | +8+0.3% | Added |
| Gryphon Financial Partners LLC | 3,051 | $735.1K | 0.11% | −190−5.9% | Reduced |
| Chesapeake Asset Management LLC | 3,034 | $730.9K | 0.68% | +310+11.4% | Added |
| Financial Engines Advisors L.L.C. | 3,031 | $730.1K | 0.00% | +1,572+107.7% | Added |
| JNBA Financial Advisors | 3,018 | $727.0K | 0.07% | −50−1.6% | Reduced |
| Madison Asset Management, LLC | 3,010 | $725.1K | 0.01% | −373−11.0% | Reduced |
| Madison Investment Advisors, LLC | 3,010 | $725.1K | 0.01% | +3,010 | New |
| Principal Securities, Inc. | 2,983 | $718.6K | 0.02% | +354+13.5% | Added |
| Nixon Peabody Trust Co | 2,976 | $716.9K | 0.06% | −170−5.4% | Reduced |
| Frank, Rimerman Advisors LLC | 2,973 | $716.2K | 0.05% | +10.0% | Added |
| Assetmark, Inc | 2,972 | $715.9K | 0.00% | +251+9.2% | Added |
| Geneos Wealth Management Inc. | 2,958 | $712.5K | 0.02% | +35+1.2% | Added |
| Park National Corp | 2,953 | $711.3K | 0.03% | −26−0.9% | Reduced |
| Marcum Wealth, LLC | 2,936 | $707.3K | 0.06% | −4−0.1% | Reduced |