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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; 1,868 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, 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: 1,303 institutionsQ1 2023: 1,269 institutionsQ2 2023: 1,287 institutionsQ3 2023: 1,259 institutionsQ4 2023: 1,333 institutionsQ1 2024: 1,451 institutionsQ2 2024: 1,414 institutionsQ3 2024: 1,470 institutionsQ4 2024: 1,589 institutionsQ1 2025: 1,644 institutionsQ2 2025: 1,638 institutionsQ3 2025: 1,680 institutionsQ4 2025: 1,779 institutionsQ1 2026: 1,804 institutionsQ2 2026: 1,868 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 20261,868$61.0B
Q1 20261,804$52.1B
Q4 20251,779$53.8B
Q3 20251,680$51.9B
Q2 20251,638$50.7B
Q1 20251,644$49.8B
Q4 20241,589$45.6B
Q3 20241,470$44.0B
Q2 20241,414$38.8B
Q1 20241,451$43.6B
Q4 20231,333$36.0B
Q3 20231,259$30.5B
Q2 20231,287$32.5B
Q1 20231,269$32.3B
Q4 20221,303$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
MV Capital Management, Inc.604$91.0K0.02%––
Patriot Financial Group Insurance Agency, LLC605$91.0K0.02%––
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%––
Jackson, Grant Investment Advisers, Inc.574$86.0K0.04%––
Caldwell Trust Co543$81.7K0.01%––
Baystate Wealth Management LLC521$78.0K0.01%––
Focused Wealth Management, Inc516$78.0K0.01%––
Rocky Mountain Advisers, LLC515$77.0K0.11%––
Wealthcare Advisory Partners LLC506$76.0K0.01%––
Bray Capital Advisors500$75.0K0.02%––
Accel Wealth Management501$75.0K0.06%––
Charter Oak Capital Management, LLC476$72.0K0.01%––
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%––
IMA Wealth, Inc.459$69.0K0.02%––
Gradient Investments LLC433$65.0K0.00%––
Clearview Wealth Advisors LLC431$65.0K0.04%––
Meridian Wealth Partners, LLC424$64.0K0.02%––
Mercer Capital Advisers, Inc.412$62.0K0.03%––
Prentice Wealth Management LLC400$60.0K0.03%––
Gemmer Asset Management LLC386$58.0K0.01%––
Lee Financial Co381$57.0K0.01%––
NuWave Investment Management, LLC370$56.0K0.07%––
Zions Bancorporation, N.A.368$55.0K0.01%––
Piscataqua Savings Bank360$54.0K0.05%––
Global Retirement Partners, LLC351$53.0K0.01%––
Central Bank & Trust Co340$51.0K0.01%––
CX Institutional339$51.0K0.00%––
Annapolis Financial Services, LLC338$51.0K0.02%––
JFS Wealth Advisors, LLC317$48.0K0.01%––
Lenox Wealth Advisors, LLC318$48.0K0.01%––
Ameritas Investment Company, LLC318$47.9K0.00%––
Tarbox Family Office, Inc.314$47.0K0.01%––
GPS Wealth Strategies Group, LLC315$47.0K0.01%––
Hudock, Inc.310$46.0K0.01%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC307$46.0K0.00%––
Fieldpoint Private Securities, LLC308$46.0K0.01%––
TCTC Holdings, LLC298$45.0K0.00%––
Sargent Bickham Lagudis LLC297$45.0K0.00%––
Birch Capital Management, LLC300$45.0K0.03%––
Tradewinds Capital Management, LLC283$43.0K0.01%––
McIlrath & Eck, LLC289$43.0K0.01%––
Hartford Financial Management Inc.278$42.0K0.01%––
Silvant Capital Management LLC279$42.0K0.01%––
Filbrandt Wealth Management, LLC280$42.0K0.03%––
Vestor Capital, LLC275$41.0K0.00%––
Kings Point Capital Management262$39.0K0.00%––
Crewe Advisors LLC257$39.0K0.01%––
CVA Family Office, LLC261$39.0K0.01%––
Bourgeon Capital Management LLC251$38.0K0.01%––
RMR Wealth Builders250$38.0K0.01%––
Loomis Sayles & Co L P244$37.0K0.00%––
Atwood & Palmer Inc248$37.0K0.00%––
Thompson Siegel & Walmsley LLC242$36.0K0.00%––
Jones Financial Companies LLLP234$35.0K0.00%––
MPS Loria Financial Planners, LLC228$34.0K0.02%––
Versant Capital Management, Inc225$34.0K0.01%––
Dividend Assets Capital, LLC222$33.0K0.01%––
Edmond de Rothschild Holding S.A.221$33.0K0.00%––
Global Financial Private Client, LLC200$30.1K0.02%––
Towarzystwo Funduszy Inwestycyjnych Pzu SA200$30.1K0.04%––
Princeton Global Asset Management LLC202$30.0K0.01%––
Stonebridge Financial Planning Group, LLC200$30.0K0.02%––
Hoese & Co LLP200$30.0K0.04%––
Raffa Wealth Management, LLC197$29.6K0.01%––
Atlas Capital Advisors LLC197$29.6K0.01%––
Ellevest, Inc.191$29.0K0.00%––
Wolff Wiese Magana LLC187$29.0K0.02%––
Savior LLC185$28.0K0.03%––
Cedar Mountain Advisors, LLC185$28.0K0.01%––
Westside Investment Management, Inc.183$27.0K0.00%––
Bellevue Asset Management, LLC180$27.0K0.02%––
Sonora Investment Management, LLC175$26.0K0.00%––
Hexagon Capital Partners LLC173$26.0K0.01%––
Brewin Dolphin Ltd171$25.7K0.00%––
Arlington Partners LLC160$24.0K0.01%––
Interactive Financial Advisors158$24.0K0.01%––
Capital Directions Investment Advisors, LLC150$23.0K0.01%––
RWM Asset Management, LLC150$23.0K0.00%––
Newbridge Financial Services Group, Inc.150$23.0K0.02%––
Sun Life Financial INC149$22.0K0.00%––
Trust Co144$22.0K0.02%––
Carmichael Hill & Associates, Inc.144$22.0K0.01%––
Regal Wealth Group, Inc.140$21.0K0.01%––
Laurel Wealth Advisors LLC138$21.0K0.01%––
CSat Investment Advisory, L.P.135$20.0K0.02%––
Cribstone Capital Management, LLC130$20.0K0.01%––
Security National Trust Co129$19.0K0.00%––
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%––
Manchester Financial Inc112$17.0K0.01%––
Riggs Asset Managment Co. Inc.115$17.0K0.01%––
Legacy Bridge, LLC110$17.0K0.01%––