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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
Wolff Wiese Magana LLC187$29.0K0.02%––
Atlas Capital Advisors LLC197$29.6K0.01%––
Raffa Wealth Management, LLC197$29.6K0.01%––
Princeton Global Asset Management LLC202$30.0K0.01%––
Stonebridge Financial Planning Group, LLC200$30.0K0.02%––
Hoese & Co LLP200$30.0K0.04%––
Towarzystwo Funduszy Inwestycyjnych Pzu SA200$30.1K0.04%––
Global Financial Private Client, LLC200$30.1K0.02%––
Dividend Assets Capital, LLC222$33.0K0.01%––
Edmond de Rothschild Holding S.A.221$33.0K0.00%––
MPS Loria Financial Planners, LLC228$34.0K0.02%––
Versant Capital Management, Inc225$34.0K0.01%––
Jones Financial Companies LLLP234$35.0K0.00%––
Thompson Siegel & Walmsley LLC242$36.0K0.00%––
Loomis Sayles & Co L P244$37.0K0.00%––
Atwood & Palmer Inc248$37.0K0.00%––
Bourgeon Capital Management LLC251$38.0K0.01%––
RMR Wealth Builders250$38.0K0.01%––
Kings Point Capital Management262$39.0K0.00%––
Crewe Advisors LLC257$39.0K0.01%––
CVA Family Office, LLC261$39.0K0.01%––
Vestor Capital, LLC275$41.0K0.00%––
Hartford Financial Management Inc.278$42.0K0.01%––
Silvant Capital Management LLC279$42.0K0.01%––
Filbrandt Wealth Management, LLC280$42.0K0.03%––
Tradewinds Capital Management, LLC283$43.0K0.01%––
McIlrath & Eck, LLC289$43.0K0.01%––
TCTC Holdings, LLC298$45.0K0.00%––
Sargent Bickham Lagudis LLC297$45.0K0.00%––
Birch Capital Management, LLC300$45.0K0.03%––
Hudock, Inc.310$46.0K0.01%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC307$46.0K0.00%––
Fieldpoint Private Securities, LLC308$46.0K0.01%––
Tarbox Family Office, Inc.314$47.0K0.01%––
GPS Wealth Strategies Group, LLC315$47.0K0.01%––
Ameritas Investment Company, LLC318$47.9K0.00%––
JFS Wealth Advisors, LLC317$48.0K0.01%––
Lenox Wealth Advisors, LLC318$48.0K0.01%––
Central Bank & Trust Co340$51.0K0.01%––
CX Institutional339$51.0K0.00%––
Annapolis Financial Services, LLC338$51.0K0.02%––
Global Retirement Partners, LLC351$53.0K0.01%––
Piscataqua Savings Bank360$54.0K0.05%––
Zions Bancorporation, N.A.368$55.0K0.01%––
NuWave Investment Management, LLC370$56.0K0.07%––
Lee Financial Co381$57.0K0.01%––
Gemmer Asset Management LLC386$58.0K0.01%––
Prentice Wealth Management LLC400$60.0K0.03%––
Mercer Capital Advisers, Inc.412$62.0K0.03%––
Meridian Wealth Partners, LLC424$64.0K0.02%––
Gradient Investments LLC433$65.0K0.00%––
Clearview Wealth Advisors LLC431$65.0K0.04%––
IMA Wealth, Inc.459$69.0K0.02%––
First Financial Corp471$71.0K0.05%––
Duncker Streett & Co Inc472$71.0K0.01%––
First Command Bank467$71.0K0.02%––
First Command Financial Services, Inc.467$71.0K0.02%––
Charter Oak Capital Management, LLC476$72.0K0.01%––
Bray Capital Advisors500$75.0K0.02%––
Accel Wealth Management501$75.0K0.06%––
Wealthcare Advisory Partners LLC506$76.0K0.01%––
Rocky Mountain Advisers, LLC515$77.0K0.11%––
Baystate Wealth Management LLC521$78.0K0.01%––
Focused Wealth Management, Inc516$78.0K0.01%––
Caldwell Trust Co543$81.7K0.01%––
Jackson, Grant Investment Advisers, Inc.574$86.0K0.04%––
Sit Investment Associates Inc576$87.0K0.00%––
Salem Investment Counselors Inc576$87.0K0.01%––
Enterprise Financial Services Corp580$87.0K0.02%––
Berman Capital Advisors, LLC580$87.0K0.02%––
MV Capital Management, Inc.604$91.0K0.02%––
Patriot Financial Group Insurance Agency, LLC605$91.0K0.02%––
Peoples Financial Services Corp.609$92.0K0.04%––
Dougherty Wealth Advisers LLC628$94.0K0.14%––
Pflug Koory, LLC635$96.0K0.05%––
Certified Advisory Corp643$97.0K0.03%––
Monetary Management Group Inc650$98.0K0.03%––
HHM Wealth Advisors, LLC653$98.0K0.03%––
Adirondack Trust Co680$102.0K0.05%––
CNB Bank700$105.0K0.07%––
City Holding Co714$107.0K0.02%––
Valley National Advisers Inc725$109.0K0.02%––
West Paces Advisors Inc.756$113.7K0.05%––
FourThought Financial, LLC774$116.0K0.02%––
Tortoise Investment Management, LLC795$120.0K0.03%––
First Personal Financial Services802$121.0K0.03%––
Ironwood Financial, llc808$122.0K0.04%––
Institutional & Family Asset Management, LLC816$123.0K0.02%––
Graves-Light Private Wealth Management, Inc.815$123.0K0.02%––
Arkadios Wealth Advisors820$123.0K0.02%––
Prestige Wealth Management Group LLC823$124.0K0.03%––
TD Ameritrade Investment Management, LLC887$125.0K0.00%––
Glen Eagle Advisors, LLC840$126.3K0.04%––
Mascoma Wealth Management LLC857$129.0K0.06%––
JJJ Advisors Inc.862$130.0K0.05%––
Kistler-Tiffany Companies, LLC868$131.0K0.03%––
Blue Chip Partners, Inc.880$132.0K0.02%––
Estabrook Capital Management916$137.8K0.02%––
Sullivan, Bruyette, Speros & Blaney, LLC934$140.0K0.01%––
Logan Capital Management Inc950$143.0K0.01%––