Travelers Companies, Inc.

TRV

Exchange: NYSE
Industry: Fire, Marine & Casualty Insurance
SEC CIK: 0000086312

SEC filings (opens in a new tab)

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

Value heldQ1 2021: $31.5B

Institutions holding TRV and their total value by quarter
Quarter	Holders	Value
Q2 2026	1,869	$61.0B
Q1 2026	1,805	$52.1B
Q4 2025	1,780	$53.8B
Q3 2025	1,681	$51.9B
Q2 2025	1,639	$50.7B
Q1 2025	1,645	$49.8B
Q4 2024	1,590	$45.6B
Q3 2024	1,471	$44.0B
Q2 2024	1,415	$38.8B
Q1 2024	1,452	$43.6B
Q4 2023	1,334	$36.0B
Q3 2023	1,260	$30.5B
Q2 2023	1,288	$32.5B
Q1 2023	1,270	$32.3B
Q4 2022	1,304	$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, 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
Institution	Shares	Value	% of portfolio	Change in shares	Action
Wunderlich Capital Managemnt	13,675	$2.06M	1.13%	–	–
Rossmore Private Capital	13,670	$2.06M	0.39%	–	–
BDO Wealth Advisors, LLC	13,600	$2.04M	0.24%	–	–
Greatmark Investment Partners, Inc.	13,540	$2.04M	0.40%	–	–
Thrivent Financial for Lutherans	13,181	$1.98M	0.00%	–	–
Jump Financial, LLC	13,066	$1.97M	0.18%	–	–
Crestline Management, LP	13,028	$1.96M	0.25%	–	–
Lee Danner & Bass Inc	12,957	$1.95M	0.19%	–	–
Laurion Capital Management LP	12,900	$1.94M	0.03%	–	–
Avantax Advisory Services, Inc.	12,780	$1.93M	0.04%	–	–
Cornercap Investment Counsel Inc	12,784	$1.92M	0.21%	–	–
Elk River Wealth Management, LLC	12,694	$1.91M	0.54%	–	–
Capital Fund Management S.A.	12,604	$1.90M	0.07%	–	–
Acropolis Investment Management, LLC	12,555	$1.89M	0.19%	–	–
Veritable, L.P.	12,487	$1.88M	0.03%	–	–
World Asset Management Inc	12,069	$1.87M	0.17%	–	–
E. Ohman J:or Asset Management AB	12,392	$1.86M	0.07%	–	–
Erste Asset Management GmbH	12,000	$1.85M	0.05%	–	–
Pinnacle Associates Ltd	12,184	$1.83M	0.03%	–	–
Delta Financial Advisors LLC	12,170	$1.83M	0.86%	–	–
White Pine Capital LLC	12,087	$1.82M	0.58%	–	–
Dixon Hubard Feinour & Brown Inc	11,949	$1.80M	0.43%	–	–
Pinnacle Holdings, LLC	11,932	$1.79M	0.83%	–	–
Schroder Investment Management Group	11,914	$1.79M	0.00%	–	–
Sawgrass Asset Management LLC	11,865	$1.78M	0.14%	–	–
United Capital Financial Advisers, LLC	11,676	$1.76M	0.01%	–	–
Pratt Collard Advisory Partners LLC	11,577	$1.74M	1.25%	–	–
Kestra Advisory Services, LLC	11,507	$1.73M	0.02%	–	–
Pearl River Capital, LLC	11,473	$1.73M	0.55%	–	–
WBH Advisory Inc	11,440	$1.72M	0.28%	–	–
Northwestern Mutual Investment Management Company, LLC	11,433	$1.72M	0.03%	–	–
Everence Capital Management Inc	11,383	$1.71M	0.16%	–	–
Great Lakes Advisors, LLC	11,245	$1.69M	0.03%	–	–
Farmers & Merchants Trust Co of Chambersburg PA	11,241	$1.69M	1.27%	–	–
Liberty One Investment Management, LLC	11,146	$1.68M	0.30%	–	–
Sumitomo Life Insurance Co	11,130	$1.67M	0.07%	–	–
Advisory Services Network, LLC	11,111	$1.67M	0.06%	–	–
BTR Capital Management Inc	11,102	$1.67M	0.24%	–	–
Levin Capital Strategies, L.P.	11,067	$1.66M	0.18%	–	–
QS Investors, LLC	11,008	$1.66M	0.02%	–	–
Guardian Capital Advisors LP	10,596	$1.65M	0.19%	–	–
Kinneret Advisory, LLC	10,954	$1.65M	0.21%	–	–
BKD Wealth Advisors, LLC	10,891	$1.64M	0.08%	–	–
Bokf, NA	10,857	$1.63M	0.03%	–	–
Fulton Bank, N.A.	10,860	$1.63M	0.08%	–	–
D.A. Davidson & Co.	10,832	$1.63M	0.02%	–	–
Xponance, Inc.	10,772	$1.62M	0.03%	–	–
Exeter Financial, LLC	10,572	$1.59M	1.00%	–	–
Legacy Private Trust Co.	10,556	$1.59M	0.14%	–	–
DAGCO, Inc.	10,511	$1.58M	0.79%	–	–
Sandhill Capital Partners LLC	10,502	$1.58M	0.13%	–	–
Gries Financial LLC	9,889	$1.56M	0.50%	–	–
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH	10,369	$1.56M	0.16%	–	–
Livforsakringsbolaget Skandia, Omsesidigt	10,289	$1.55M	0.11%	–	–
Chemung Canal Trust Co	10,202	$1.53M	0.31%	–	–
AE Wealth Management LLC	9,968	$1.50M	0.02%	–	–
Full18 Capital LLC	10,998	$1.50M	0.73%	–	–
Cadence Bank NA	9,935	$1.49M	0.47%	–	–
Fortem Financial Group, LLC	9,929	$1.49M	0.86%	–	–
SRB Corp	9,900	$1.49M	0.10%	–	–
Argent Trust Co	9,890	$1.49M	0.10%	–	–
Bahl & Gaynor Inc	9,876	$1.49M	0.01%	–	–
Wesleyan Assurance Society	9,740	$1.47M	0.19%	–	–
Segall Bryant & Hamill, LLC	9,612	$1.45M	0.01%	–	–
MML Investors Services, LLC	9,390	$1.41M	0.01%	–	–
Peddock Capital Advisors, LLC	9,368	$1.41M	0.54%	–	–
Simplex Trading, LLC	9,343	$1.41M	0.08%	–	–
Lowe Brockenbrough & Co Inc	9,255	$1.39M	0.14%	–	–
LS Investment Advisors, LLC	9,186	$1.38M	0.08%	–	–
Belpointe Asset Management LLC	9,189	$1.38M	0.12%	–	–
MUFG Americas Holdings Corp	9,181	$1.38M	0.03%	–	–
Naples Global Advisors, LLC	9,176	$1.38M	0.21%	–	–
Pitcairn Co	9,131	$1.37M	0.10%	–	–
MAI Capital Management	9,133	$1.37M	0.03%	–	–
Pinebridge Investments, L.P.	9,120	$1.37M	0.02%	–	–
Cigna Investments Inc	9,073	$1.36M	0.09%	–	–
Capital Wealth Planning, LLC	9,000	$1.35M	0.04%	–	–
Cohen Lawrence B	8,978	$1.35M	0.73%	–	–
Assenagon Asset Management S.A.	8,709	$1.31M	0.01%	–	–
Ancora Advisors, LLC	8,610	$1.29M	0.04%	–	–
BP PLC	8,598	$1.29M	0.05%	–	–
IBM Retirement Fund	8,584	$1.29M	0.09%	–	–
Bank of Nova Scotia Trust Co	8,578	$1.29M	0.12%	–	–
Sigma Planning Corp	8,551	$1.29M	0.04%	–	–
Farmers & Merchants Investments Inc	8,478	$1.27M	0.06%	–	–
FRG Family Wealth Advisors LLC	8,475	$1.27M	0.26%	–	–
Nicholas Hoffman & Company, LLC.	8,454	$1.27M	0.26%	–	–
Colony Group LLC	8,319	$1.25M	0.03%	–	–
Peapack Gladstone Financial Corp	8,275	$1.25M	0.03%	–	–
Fayez Sarofim & Co	8,267	$1.24M	0.00%	–	–
Boston Private Wealth LLC	8,164	$1.23M	0.02%	–	–
Mitchell McLeod Pugh & Williams Inc	8,096	$1.22M	0.51%	–	–
Impax Asset Management Group plc	8,086	$1.22M	0.01%	–	–
TCF National Bank	8,070	$1.21M	0.14%	–	–
Ci Investments Inc.	7,997	$1.20M	0.01%	–	–
Atria Investments LLC	7,945	$1.20M	0.03%	–	–
Mission Wealth Management, LP	7,948	$1.20M	0.07%	–	–
Gotham Asset Management, LLC	7,876	$1.19M	0.05%	–	–
BSW Wealth Partners	7,849	$1.18M	0.34%	–	–
Vaughan David Investments LLC	7,837	$1.18M	0.04%	–	–