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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; 1,869 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, Q1 2021

Institutional positions in Travelers Companies, Inc. as of Mar 31, 2021. 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
1,172
No complete 13F data for Q4 2020
Shares held
209.5M
No complete 13F data for Q4 2020
Total value
$31.5B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 1,172 institutions
Q1 2021: 1,172 institutionsQ2 2021: 1,138 institutionsQ3 2021: 1,137 institutionsQ4 2021: 1,229 institutionsQ1 2022: 1,277 institutionsQ2 2022: 1,222 institutionsQ3 2022: 1,204 institutionsQ4 2022: 1,304 institutionsQ1 2023: 1,270 institutionsQ2 2023: 1,288 institutionsQ3 2023: 1,260 institutionsQ4 2023: 1,334 institutionsQ1 2024: 1,452 institutionsQ2 2024: 1,415 institutionsQ3 2024: 1,471 institutionsQ4 2024: 1,590 institutionsQ1 2025: 1,645 institutionsQ2 2025: 1,639 institutionsQ3 2025: 1,681 institutionsQ4 2025: 1,780 institutionsQ1 2026: 1,805 institutionsQ2 2026: 1,869 institutions
Value heldQ1 2021: $31.5B
Q1 2021: $31.5BQ2 2021: $31.0BQ3 2021: $31.1BQ4 2021: $31.3BQ1 2022: $36.0BQ2 2022: $33.1BQ3 2022: $29.7BQ4 2022: $36.0BQ1 2023: $32.3BQ2 2023: $32.5BQ3 2023: $30.5BQ4 2023: $36.0BQ1 2024: $43.6BQ2 2024: $38.8BQ3 2024: $44.0BQ4 2024: $45.6BQ1 2025: $49.8BQ2 2025: $50.7BQ3 2025: $51.9BQ4 2025: $53.8BQ1 2026: $52.1BQ2 2026: $61.0B
Institutions holding TRV and their total value by quarter
QuarterHoldersValue
Q2 20261,869$61.0B
Q1 20261,805$52.1B
Q4 20251,780$53.8B
Q3 20251,681$51.9B
Q2 20251,639$50.7B
Q1 20251,645$49.8B
Q4 20241,590$45.6B
Q3 20241,471$44.0B
Q2 20241,415$38.8B
Q1 20241,452$43.6B
Q4 20231,334$36.0B
Q3 20231,260$30.5B
Q2 20231,288$32.5B
Q1 20231,270$32.3B
Q4 20221,304$36.0B
Q3 20221,204$29.7B
Q2 20221,222$33.1B
Q1 20221,277$36.0B
Q4 20211,229$31.3B
Q3 20211,137$31.1B
Q2 20211,138$31.0B
Q1 20211,172$31.5B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Travelers Companies, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding TRV in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Motco1$00.00%––
Simon Quick Advisors, LLC4$00.00%––
NVWM, LLC1$00.00%––
Coastal Capital Group, Inc.1$00.00%––
Financial Perspectives, Inc43,616$2900.01%––
Tanaka Capital Management Inc6$1.00K0.00%––
Transamerica Financial Advisors, Inc.5$1.00K0.02%––
Edge Wealth Management LLC4$1.00K0.00%––
Financial Management Professionals, Inc.8$1.00K0.00%––
Old North State Trust, LLC7$1.00K0.00%––
Hoover Financial Advisors, Inc.8$1.00K0.00%––
TFC Financial Management7$1.00K0.00%––
Sittner & Nelson, LLC8$1.00K0.00%––
Howe & Rusling Inc12$2.00K0.00%––
Front Row Advisors LLC12$2.00K0.00%––
Atlas Private Wealth Advisors16$2.00K0.00%––
Iron Horse Wealth Management, LLC16$2.00K0.00%––
McClarren Financial Advisors, Inc.16$2.00K0.00%––
KB Financial Partners, LLC12$2.00K0.00%––
Massmutual Trust Co FSB18$3.00K0.00%––
Cordasco Financial Network19$3.00K0.00%––
Larson Financial Group LLC23$3.00K0.00%––
Liberty Wealth Management LLC27$3.00K0.00%––
McCarthy Asset Management, Inc.21$3.00K0.00%––
Halpern Financial, Inc.26$3.91K0.00%––
Creative Financial Designs Inc29$4.00K0.00%––
Private Ocean, LLC25$4.00K0.00%––
Capital Analysts, LLC27$4.00K0.00%––
D'Orazio & Associates, Inc.30$4.00K0.00%––
Cranbrook Wealth Management, LLC34$5.00K0.00%––
Wagner Wealth Management, LLC32$5.00K0.00%––
Truvestments Capital LLC34$5.00K0.00%––
Optimum Investment Advisors40$6.00K0.00%––
Wealthcare Capital Management LLC41$6.00K0.00%––
NewSquare Capital LLC41$6.00K0.00%––
Norway Savings Bank39$6.00K0.00%––
Resolute Partners Group68$6.00K0.00%––
Center for Financial Planning, Inc.41$6.00K0.00%––
Laurel Wealth Planning LLC42$6.00K0.01%––
San Francisco Sentry Investment Group (Ca)47$7.00K0.00%––
Column Capital Advisors, LLC48$7.00K0.00%––
Brand Asset Management Group, Inc.46$7.00K0.00%––
Rockbridge Investment Management, LCC45$7.00K0.00%––
Robbins Farley LLC44$7.00K0.01%––
Covington Capital Management54$8.00K0.00%––
First Bank & Trust53$8.00K0.00%––
Benson Investment Management Company, Inc.56$8.00K0.00%––
Evolution Wealth Advisors, LLC50$8.00K0.00%––
Brown Brothers Harriman & Co58$9.00K0.00%––
Ogorek Anthony Joseph60$9.00K0.00%––
Smith Asset Management Group LP60$9.00K0.00%––
Global Trust Asset Management, LLC63$9.00K0.00%––
Total Clarity Wealth Management, Inc.62$9.00K0.01%––
Freedman Financial Associates, Inc.63$9.00K0.01%––
M&R Capital Management Inc69$10.0K0.00%––
North Star Investment Management Corp.66$10.0K0.00%––
Mizuho Securities Co. Ltd.69$10.0K0.00%––
FormulaFolio Investments, LLC66$10.0K0.00%––
Grandview Asset Management LLC68$10.0K0.01%––
Carolinas Wealth Consulting LLC64$10.0K0.00%––
Highlander Capital Management, LLC75$11.0K0.01%––
Bedel Financial Consulting, Inc.75$11.0K0.00%––
Clear Perspectives Financial Planning, LLC70$11.0K0.01%––
Allred Capital Management, LLC74$11.1K0.01%––
SOA Wealth Advisors, LLC.82$12.0K0.00%––
Toth Financial Advisory Corp85$13.0K0.00%––
Archer Investment Corp91$13.7K0.01%––
Walled Lake Planning & Wealth Management, LLC91$14.0K0.01%––
Barrett Asset Management, LLC100$15.0K0.00%––
Country Trust Bank106$16.0K0.00%––
Ashburton (Jersey) Ltd109$16.0K0.01%––
Burleson & Company, LLC106$16.0K0.00%––
Manchester Financial Inc112$17.0K0.01%––
Riggs Asset Managment Co. Inc.115$17.0K0.01%––
Legacy Bridge, LLC110$17.0K0.01%––
MCF Advisors LLC117$18.0K0.00%––
Bogart Wealth, LLC119$18.0K0.00%––
Global Wealth Management Investment Advisory, Inc.120$18.0K0.01%––
Concord Wealth Partners117$18.0K0.01%––
Security National Trust Co129$19.0K0.00%––
CSat Investment Advisory, L.P.135$20.0K0.02%––
Cribstone Capital Management, LLC130$20.0K0.01%––
Regal Wealth Group, Inc.140$21.0K0.01%––
Laurel Wealth Advisors LLC138$21.0K0.01%––
Sun Life Financial INC149$22.0K0.00%––
Trust Co144$22.0K0.02%––
Carmichael Hill & Associates, Inc.144$22.0K0.01%––
Capital Directions Investment Advisors, LLC150$23.0K0.01%––
RWM Asset Management, LLC150$23.0K0.00%––
Newbridge Financial Services Group, Inc.150$23.0K0.02%––
Arlington Partners LLC160$24.0K0.01%––
Interactive Financial Advisors158$24.0K0.01%––
Brewin Dolphin Ltd171$25.7K0.00%––
Sonora Investment Management, LLC175$26.0K0.00%––
Hexagon Capital Partners LLC173$26.0K0.01%––
Westside Investment Management, Inc.183$27.0K0.00%––
Bellevue Asset Management, LLC180$27.0K0.02%––
Savior LLC185$28.0K0.03%––
Cedar Mountain Advisors, LLC185$28.0K0.01%––
Ellevest, Inc.191$29.0K0.00%––