Skip to main content

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
GWM Advisors LLC4,604$692.0K0.02%––
Ieq Capital, LLC4,572$688.0K0.03%––
Allianz Asset Management GmbH4,520$680.0K0.00%––
M Holdings Securities, Inc.4,506$678.0K0.06%––
Altium Wealth Management LLC4,470$672.0K0.05%––
New Potomac Partners, LLC4,455$670.0K0.49%––
Lazard Asset Management LLC4,448$668.0K0.00%––
HighPoint Advisor Group LLC4,384$665.0K0.08%––
Prospera Financial Services Inc4,414$664.0K0.04%––
Quantitative Systematic Strategies LLC4,416$664.0K0.10%––
Providence Wealth Advisors, LLC4,401$662.0K0.49%––
FineMark National Bank & Trust4,374$658.0K0.03%––
American National Registered Investment Advisor, Inc.4,365$656.0K0.25%––
Hennessy Advisors Inc4,350$654.0K0.04%––
Bank of Stockton4,353$654.0K0.22%––
Central Trust Co4,326$650.0K0.03%––
Citizens Financial Group Inc4,314$649.0K0.03%––
AdvisorNet Financial, Inc4,318$649.0K0.05%––
Cetera Advisors LLC4,291$645.0K0.02%––
Choate Investment Advisors4,277$643.0K0.04%––
Wellington Shields Capital Management, LLC4,275$643.0K0.06%––
Ridgewood Investments LLC4,273$643.0K0.39%––
Corient Capital Partners, LLC4,236$637.0K0.05%––
Vectors Research Management, LLC4,225$635.0K0.17%––
HNP Capital LLC4,225$635.0K0.19%––
Founders Financial Securities LLC4,205$632.0K0.15%––
Baker Tilly Wealth Management, LLC4,154$625.0K0.13%––
Stratos Wealth Partners, LTD.4,094$616.0K0.02%––
Folger Nolan Fleming Douglas Capital Management, Inc4,089$615.0K0.07%––
Kanawha Capital Management LLC4,064$611.0K0.06%––
Drexel Morgan & Co.4,056$610.0K0.15%––
Osborne Partners Capital Management, LLC4,033$607.0K0.06%––
Sterneck Capital Management, LLC4,000$602.0K0.42%––
Bridgefront Capital, LLC4,003$602.0K0.19%––
Evermay Wealth Management LLC3,995$601.0K0.12%––
Teza Capital Management LLC3,976$598.0K0.12%––
Wealthfront Advisers LLC3,974$598.0K0.00%––
LVM Capital Management Ltd3,957$595.0K0.10%––
Longfellow Investment Management Co LLC3,953$595.0K0.07%––
Plimoth Trust Co LLC3,914$589.0K0.17%––
Pinnacle Bancorp, Inc.3,898$586.0K0.28%––
Ashton Thomas Private Wealth, LLC3,889$584.9K0.10%––
Glenview Trust Co3,848$579.0K0.02%––
Integrated Wealth Concepts LLC3,831$576.0K0.02%––
Sky Investment Group LLC3,814$574.0K0.14%––
Quest Capital Management Inc3,812$573.0K0.12%––
Trust Co of Toledo NA3,761$566.0K0.10%––
Burns J W & Co Inc3,764$566.0K0.10%––
Buckingham Strategic Wealth, LLC3,753$565.0K0.03%––
Dorsey & Whitney Trust CO LLC3,723$560.0K0.06%––
Ameritas Investment Partners, Inc.3,718$559.0K0.02%––
Vontobel Holding Ltd.3,634$547.0K0.00%––
Federation des caisses Desjardins du Quebec3,622$544.8K0.01%––
Girard Partners Ltd.3,609$542.0K0.08%––
Boyd Watterson Asset Management LLC3,580$538.0K0.23%––
Lombard Odier Asset Management (Switzerland) SA3,574$538.0K0.04%––
Tectonic Advisors LLC3,577$538.0K0.13%––
Northstar Investment Advisors LLC3,563$536.0K0.08%––
Copperwynd Financial, LLC3,554$535.0K0.24%––
Private Capital Management LLC3,549$534.0K0.28%––
Bessemer Group Inc3,545$533.0K0.00%––
Geneos Wealth Management Inc.3,428$530.0K0.01%––
Camden National Bank3,516$529.0K0.11%––
Camden National Bank3,516$529.0K0.11%––
IHT Wealth Management, LLC3,509$528.0K0.04%––
Intersect Capital LLC3,506$527.0K0.11%––
Smithfield Trust Co3,497$526.0K0.04%––
Inlet Private Wealth, LLC3,500$526.0K0.15%––
Vident Investment Advisory, LLC3,472$522.0K0.02%––
Mid Atlantic Financial Management Inc3,459$520.0K0.04%––
Horizon Investments, LLC3,457$520.0K0.02%––
Villere St Denis J & Co LLC3,433$516.0K0.03%––
ExodusPoint Capital Management, LP3,411$513.0K0.01%––
Signaturefd, LLC3,393$510.0K0.02%––
Evoke Wealth, LLC3,381$509.0K0.02%––
Dohj, LLC3,373$507.0K0.30%––
WMS Partners, LLC3,360$505.0K0.12%––
Nachman Norwood & Parrott, Inc3,345$504.0K0.06%––
Northeast Investment Management3,344$503.0K0.03%––
Ossiam3,345$503.0K0.02%––
JNBA Financial Advisors3,329$501.0K0.07%––
Qtron Investments LLC3,329$501.0K0.14%––
Parsons Capital Management Inc3,326$500.0K0.04%––
Clear Harbor Asset Management, LLC3,316$499.0K0.07%––
Ar Asset Management Inc3,311$498.0K0.15%––
Mach-1 Financial Group, Inc.3,313$498.0K0.45%––
Thrive Capital Management, LLC3,311$498.0K0.47%––
Glassman Wealth Services3,278$493.0K0.11%––
Donald L. Hagan, LLC3,273$492.0K0.32%––
Jeppson Wealth Management, LLC3,223$484.0K0.29%––
Focus Financial Network, Inc.3,210$482.8K0.06%––
Welch & Forbes LLC3,186$479.0K0.01%––
Brave Asset Management Inc3,180$478.0K0.16%––
Bel Air Investment Advisors LLC3,169$477.0K0.02%––
Engineers Gate Manager LP3,142$473.0K0.02%––
Ritholtz Wealth Management3,140$472.0K0.04%––
Brighton Jones LLC3,118$469.0K0.03%––
Strategic Advisors LLC3,119$469.0K0.14%––
BLB&B Advisors, LLC3,103$467.0K0.04%––
Penserra Capital Management LLC3,114$467.0K0.01%––