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, Q2 2021

Institutional positions in Travelers Companies, Inc. as of Jun 30, 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: 1,138; −21 vs. Q1 2021
Shares held: 210.2M; +1.37M (+0.7%) vs. Q1 2021
Total value: $31.0B; −$420.5M (−1.3%) vs. Q1 2021
New holders: 76; 425 more added
Sold out: 97; 384 more reduced

13 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

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 holdersQ2 2021: 1,138 institutions

Value heldQ2 2021: $31.0B

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, Q2 2021

Shares, value and share of portfolio for each institution holding Travelers Companies, Inc.; share changes are against Q1 2021.

Institutions holding TRV in Q2 2021
Institution	Shares	Value	% of portfolio	Change in shares	Action
NVWM, LLC	1	$0	0.00%	00.0%	Unchanged
WestEnd Advisors, LLC	–	$449	0.00%	–	New
Tanaka Capital Management Inc	6	$1.00K	0.00%	00.0%	Unchanged
Transamerica Financial Advisors, Inc.	5	$1.00K	0.02%	00.0%	Unchanged
Edge Wealth Management LLC	4	$1.00K	0.00%	00.0%	Unchanged
Old North State Trust, LLC	7	$1.00K	0.00%	00.0%	Unchanged
TFC Financial Management	7	$1.00K	0.00%	00.0%	Unchanged
Sittner & Nelson, LLC	8	$1.00K	0.00%	00.0%	Unchanged
Simon Quick Advisors, LLC	7	$1.00K	0.00%	+3+75.0%	Added
Howe & Rusling Inc	12	$2.00K	0.00%	00.0%	Unchanged
Front Row Advisors LLC	12	$2.00K	0.00%	00.0%	Unchanged
Iron Horse Wealth Management, LLC	16	$2.00K	0.00%	00.0%	Unchanged
McClarren Financial Advisors, Inc.	16	$2.00K	0.00%	00.0%	Unchanged
KB Financial Partners, LLC	12	$2.00K	0.00%	00.0%	Unchanged
Sound Income Strategies, LLC	13	$2.00K	0.00%	+13	New
Private Ocean, LLC	22	$3.00K	0.00%	−3−12.0%	Reduced
Cordasco Financial Network	19	$3.00K	0.00%	00.0%	Unchanged
Larson Financial Group LLC	23	$3.00K	0.00%	00.0%	Unchanged
McCarthy Asset Management, Inc.	21	$3.00K	0.00%	00.0%	Unchanged
True Link Financial Advisors, LLC	17	$3.00K	0.00%	+17	New
Halpern Financial, Inc.	26	$3.89K	0.00%	00.0%	Unchanged
TD Ameritrade Investment Management, LLC	29	$4.00K	0.00%	−858−96.7%	Reduced
Creative Financial Designs Inc	29	$4.00K	0.00%	00.0%	Unchanged
Capital Analysts, LLC	27	$4.00K	0.00%	00.0%	Unchanged
D'Orazio & Associates, Inc.	30	$4.00K	0.00%	00.0%	Unchanged
Liberty Wealth Management LLC	24	$4.00K	0.00%	−3−11.1%	Reduced
Brown Brothers Harriman & Co	34	$5.00K	0.00%	−24−41.4%	Reduced
Cranbrook Wealth Management, LLC	34	$5.00K	0.00%	00.0%	Unchanged
Wagner Wealth Management, LLC	32	$5.00K	0.00%	00.0%	Unchanged
Truvestments Capital LLC	34	$5.00K	0.00%	00.0%	Unchanged
Versant Capital Management, Inc	43	$6.00K	0.00%	−182−80.9%	Reduced
NewSquare Capital LLC	41	$6.00K	0.00%	00.0%	Unchanged
Norway Savings Bank	39	$6.00K	0.00%	00.0%	Unchanged
Center for Financial Planning, Inc.	41	$6.00K	0.00%	00.0%	Unchanged
Laurel Wealth Planning LLC	42	$6.00K	0.01%	00.0%	Unchanged
Atlas Private Wealth Advisors	41	$6.00K	0.00%	+25+156.3%	Added
SRS Capital Advisors, Inc.	39	$6.00K	0.00%	+39	New
San Francisco Sentry Investment Group (Ca)	47	$7.00K	0.00%	00.0%	Unchanged
Column Capital Advisors, LLC	45	$7.00K	0.00%	−3−6.3%	Reduced
Rockbridge Investment Management, LCC	46	$7.00K	0.00%	+1+2.2%	Added
Ogorek Anthony Joseph	60	$8.00K	0.00%	00.0%	Unchanged
First Bank & Trust	53	$8.00K	0.00%	00.0%	Unchanged
Benson Investment Management Company, Inc.	56	$8.00K	0.00%	00.0%	Unchanged
Massmutual Trust Co FSB	55	$8.00K	0.00%	+37+205.6%	Added
Financial Management Professionals, Inc.	51	$8.00K	0.00%	+43+537.5%	Added
Smith Asset Management Group LP	60	$9.00K	0.00%	00.0%	Unchanged
Global Trust Asset Management, LLC	63	$9.00K	0.00%	00.0%	Unchanged
Clear Perspectives Financial Planning, LLC	70	$10.0K	0.00%	00.0%	Unchanged
M&R Capital Management Inc	69	$10.0K	0.00%	00.0%	Unchanged
North Star Investment Management Corp.	66	$10.0K	0.00%	00.0%	Unchanged
Mizuho Securities Co. Ltd.	68	$10.0K	0.00%	−1−1.4%	Reduced
FormulaFolio Investments, LLC	66	$10.0K	0.00%	00.0%	Unchanged
Carolinas Wealth Consulting LLC	65	$10.0K	0.00%	+1+1.6%	Added
Freedman Financial Associates, Inc.	64	$10.0K	0.01%	+1+1.6%	Added
Resolute Partners Group	68	$10.0K	0.00%	00.0%	Unchanged
Highlander Capital Management, LLC	75	$11.0K	0.01%	00.0%	Unchanged
Bedel Financial Consulting, Inc.	75	$11.0K	0.00%	00.0%	Unchanged
Albion Financial Group	76	$11.0K	0.00%	+76	New
Coastal Capital Group, Inc.	77	$12.0K	0.00%	+76+7,600.0%	Added
Toth Financial Advisory Corp	85	$13.0K	0.00%	00.0%	Unchanged
Walled Lake Planning & Wealth Management, LLC	92	$14.0K	0.01%	+1+1.1%	Added
SOA Wealth Advisors, LLC.	94	$14.0K	0.00%	+12+14.6%	Added
Holloway Wealth Management, LLC	–	$14.0K	0.00%	–	New
Red Door Wealth Management, LLC	95	$14.0K	0.01%	+95	New
Barrett Asset Management, LLC	100	$15.0K	0.00%	00.0%	Unchanged
Legacy Bridge, LLC	110	$16.0K	0.01%	00.0%	Unchanged
Country Trust Bank	106	$16.0K	0.00%	00.0%	Unchanged
Burleson & Company, LLC	106	$16.0K	0.00%	00.0%	Unchanged
Riggs Asset Managment Co. Inc.	115	$17.0K	0.00%	00.0%	Unchanged
MCF Advisors LLC	117	$18.0K	0.00%	00.0%	Unchanged
Bogart Wealth, LLC	119	$18.0K	0.00%	00.0%	Unchanged
Global Wealth Management Investment Advisory, Inc.	120	$18.0K	0.01%	00.0%	Unchanged
Cribstone Capital Management, LLC	130	$19.0K	0.01%	00.0%	Unchanged
Security National Trust Co	129	$19.0K	0.00%	00.0%	Unchanged
Motco	135	$20.0K	0.00%	+134+13,400.0%	Added
BBVA USA	135	$20.0K	0.00%	+135	New
Laurel Wealth Advisors LLC	138	$21.0K	0.00%	00.0%	Unchanged
Concord Wealth Partners	142	$21.0K	0.01%	+25+21.4%	Added
Birch Capital Management, LLC	150	$22.0K	0.01%	−150−50.0%	Reduced
Savior LLC	145	$22.0K	0.02%	−40−21.6%	Reduced
Trust Co	144	$22.0K	0.02%	00.0%	Unchanged
Carmichael Hill & Associates, Inc.	144	$22.0K	0.01%	00.0%	Unchanged
Newbridge Financial Services Group, Inc.	151	$23.0K	0.01%	+1+0.7%	Added
Strategic Blueprint, LLC	156	$23.0K	0.00%	+156	New
Arlington Partners LLC	160	$24.0K	0.01%	00.0%	Unchanged
Interactive Financial Advisors	158	$24.0K	0.01%	00.0%	Unchanged
Brewin Dolphin Ltd	171	$25.6K	0.00%	00.0%	Unchanged
Hexagon Capital Partners LLC	173	$26.0K	0.01%	00.0%	Unchanged
Ford Financial Group, LLC	180	$26.0K	0.01%	+180	New
Westside Investment Management, Inc.	183	$27.0K	0.00%	00.0%	Unchanged
Bellevue Asset Management, LLC	180	$27.0K	0.02%	00.0%	Unchanged
Wolff Wiese Magana LLC	187	$28.0K	0.02%	00.0%	Unchanged
Cedar Mountain Advisors, LLC	185	$28.0K	0.01%	00.0%	Unchanged
Tradewinds Capital Management, LLC	193	$29.0K	0.01%	−90−31.8%	Reduced
Loomis Sayles & Co L P	193	$29.0K	0.00%	−51−20.9%	Reduced
Ellevest, Inc.	192	$29.0K	0.00%	+1+0.5%	Added
Raffa Wealth Management, LLC	197	$29.5K	0.01%	00.0%	Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA	200	$29.9K	0.04%	00.0%	Unchanged
Princeton Global Asset Management LLC	202	$30.0K	0.01%	00.0%	Unchanged
Baldrige Asset Management LLC	200	$30.0K	0.01%	+200	New