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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
Pavion Blue Capital, LLC1,688$254.0K0.17%––
WealthStone, Inc.1,701$255.0K0.09%––
Golden State Equity Partners1,694$255.0K0.15%––
Formidable Asset Management, LLC1,682$256.0K0.06%––
United Bank1,719$259.0K0.04%––
Meristem Family Wealth, LLC1,724$259.0K0.05%––
Leavell Investment Management, Inc.1,727$260.0K0.02%––
Two Sigma Securities, LLC1,729$260.0K0.06%––
Psagot Investment House Ltd.1,730$260.0K0.01%––
Aspen Investment Management Inc1,733$261.0K0.15%––
Bayesian Capital Management, LP1,740$262.0K0.06%––
Sound View Wealth Advisors Group, LLC1,739$262.0K0.06%––
Moneta Group Investment Advisors LLC1,749$263.0K0.01%––
Essex Savings Bank1,813$263.0K0.12%––
Tdam USA Inc.1,754$264.0K0.02%––
Carroll Financial Associates, Inc.1,762$265.0K0.02%––
Aptus Capital Advisors, LLC1,760$265.0K0.01%––
Coldstream Capital Management Inc1,775$267.0K0.02%––
J.W. Cole Advisors, Inc.1,775$267.0K0.03%––
Great Point Wealth Advisors, LLC1,775$267.0K0.10%––
Veriti Management LLC1,777$267.0K0.07%––
Alera Investment Advisors, LLC1,785$268.0K0.09%––
Ridgecrest Wealth Partners, LLC1,779$268.0K0.26%––
Tiemann Investment Advisors, LLC1,791$269.0K0.13%––
Wintrust Investments LLC1,815$273.0K0.03%––
Fiduciary Group LLC1,768$273.0K0.03%––
Nwam LLC1,829$275.0K0.03%––
South State Corp.1,832$276.0K0.03%––
Stillwater Investment Management, LLC1,837$276.0K0.08%––
Thomasville National Bank2,776$276.0K0.05%––
Advisors Management Group Inc1,839$277.0K0.09%––
Modera Wealth Management, LLC1,843$277.0K0.02%––
Neville Rodie & Shaw Inc1,850$278.0K0.02%––
Peak Asset Management, LLC1,858$279.0K0.07%––
CWA Asset Management Group, LLC1,858$279.0K0.03%––
Stockman Wealth Management, Inc.1,862$280.0K0.08%––
Investors Research Corp1,874$282.0K0.11%––
Kestra Private Wealth Services, LLC1,880$283.0K0.02%––
Integrated Advisors Network LLC1,891$284.0K0.03%––
Gryphon Financial Partners LLC1,884$284.0K0.07%––
Fukoku Mutual Life Insurance Co1,900$286.0K0.03%––
ForthRight Wealth Management, LLC1,900$286.0K0.19%––
Clarity Financial LLC1,909$287.0K0.06%––
Whalerock Point Partners, LLC1,915$288.0K0.13%––
Mountain Pacific Investment Advisers Inc1,930$290.0K0.02%––
Marco Investment Management LLC1,935$291.0K0.04%––
Coastal Bridge Advisors, LLC1,955$294.0K0.05%––
Sutton Wealth Advisors Inc.1,959$294.6K0.12%––
D L Carlson Investment Group Inc1,967$296.0K0.05%––
Renaissance Group LLC1,978$297.0K0.01%––
Boston Family Office LLC2,000$300.0K0.02%––
Vicus Capital1,996$300.0K0.04%––
Parallax Volatility Advisers, L.P.2,004$301.0K0.00%––
TAP Consulting, LLC2,000$301.0K0.09%––
Smith, Moore & Co.2,005$302.0K0.05%––
Burke & Herbert Bank & Trust Co2,014$303.0K0.21%––
Polar Asset Management Partners Inc.2,020$304.0K0.00%––
MJP Associates Inc2,044$307.0K0.12%––
Trust Asset Management LLC2,044$307.0K0.04%––
FinTrust Capital Advisors, LLC2,041$307.0K0.09%––
Associated Banc-Corp3,101$308.0K0.02%––
Stock Yards Bank & Trust Co2,045$308.0K0.02%––
Johnson Investment Counsel Inc2,047$308.0K0.00%––
Point72 Hong Kong Ltd2,068$311.0K0.02%––
Mark Sheptoff Financial Planning, LLC2,074$312.0K0.18%––
Lederer & Associates Investment Counsel2,089$314.2K0.22%––
Grimes & Company, Inc.2,097$315.0K0.02%––
Atlas Private Wealth Management2,100$316.0K0.20%––
Mechanics Bank Trust Department2,105$317.0K0.05%––
Intercontinental Wealth Advisors, LLC2,107$317.0K0.07%––
Keystone Financial Group2,124$319.0K0.06%––
Valley Brook Capital Group2,127$319.0K0.29%––
Jarislowsky, Fraser Ltd2,140$321.0K0.00%––
Eagle Ridge Investment Management2,135$321.0K0.04%––
Ballentine Partners, LLC2,149$324.0K0.01%––
Doyle Wealth Management2,151$324.0K0.03%––
SeaCrest Wealth Management, LLC2,154$324.0K0.04%––
Convergence Investment Partners, LLC2,163$325.0K0.15%––
Defined Wealth Management, LLC2,161$325.0K0.31%––
Wilbanks Smith & Thomas Asset Management LLC2,166$326.0K0.01%––
Old National Bancorp2,174$327.0K0.01%––
Pinnacle Wealth Management Advisory Group, LLC2,175$327.0K0.09%––
Altfest L J & Co Inc2,181$328.0K0.08%––
First Citizens Bank & Trust Co2,181$328.0K0.02%––
Quantitative Value Technologies, LLC2,185$329.0K0.71%––
River Wealth Advisors LLC2,191$330.0K0.06%––
Wealthspire Advisors, LLC2,203$331.0K0.01%––
Trustcore Financial Services, LLC2,200$331.0K0.04%––
Boston Trust Walden Corp2,210$332.0K0.00%––
Cobblestone Capital Advisors LLC2,213$333.0K0.02%––
McKinley Carter Wealth Services, Inc.2,212$333.0K0.03%––
Sowell Financial Services LLC2,072$333.0K0.01%––
Eudaimonia Partners, LLC2,220$333.0K0.07%––
TCI Wealth Advisors, Inc.2,228$335.0K0.15%––
V Wealth Advisors LLC2,235$336.0K0.06%––
SNS Financial Group, LLC2,267$340.0K0.05%––
Appleton Partners Inc2,266$341.0K0.03%––
Shepherd Kaplan Krochuk, LLC2,300$346.0K0.14%––
Laurel Wealth Advisors, Inc.2,302$346.0K0.05%––
Buckingham Capital Management, Inc.2,341$352.0K0.06%––