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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Global Financial Private Client, LLC | 200 | $30.4K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 209 | $31.0K | 0.01% | −80−27.7% | Reduced |
| Stonebridge Financial Planning Group, LLC | 200 | $31.0K | 0.02% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 222 | $33.0K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 221 | $33.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 226 | $33.8K | 0.01% | +29+14.7% | Added |
| CNB Bank | 231 | $35.0K | 0.02% | −469−67.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 242 | $36.0K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 248 | $37.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 257 | $38.0K | 0.01% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 252 | $38.0K | 0.01% | +1+0.4% | Added |
| Kings Point Capital Management | 262 | $39.0K | 0.00% | 00.0% | Unchanged |
| Vestor Capital, LLC | 275 | $41.0K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 278 | $42.0K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 279 | $42.0K | 0.01% | 00.0% | Unchanged |
| Filbrandt Wealth Management, LLC | 280 | $42.0K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 290 | $43.4K | 0.02% | −43,326−99.3% | Reduced |
| Sargent Bickham Lagudis LLC | 297 | $44.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 306 | $45.0K | 0.00% | −1−0.3% | Reduced |
| TCTC Holdings, LLC | 298 | $45.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 310 | $46.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 315 | $47.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 318 | $48.0K | 0.01% | +1+0.3% | Added |
| Fieldpoint Private Securities, LLC | 312 | $48.0K | 0.01% | +4+1.3% | Added |
| Central Bank & Trust Co | 340 | $51.0K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 338 | $51.0K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 351 | $53.0K | 0.02% | +90+34.5% | Added |
| Piscataqua Savings Bank | 360 | $54.0K | 0.05% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 362 | $54.0K | 0.01% | +11+3.1% | Added |
| Zions Bancorporation, N.A. | 365 | $55.0K | 0.01% | −3−0.8% | Reduced |
| Castleview Partners, LLC | 373 | $56.0K | 0.02% | +373 | New |
| Gemmer Asset Management LLC | 386 | $58.0K | 0.01% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 400 | $60.0K | 0.03% | 00.0% | Unchanged |
| Lee Financial Co | 399 | $60.0K | 0.01% | +18+4.7% | Added |
| CX Institutional | 406 | $61.0K | 0.01% | +67+19.8% | Added |
| Mercer Capital Advisers, Inc. | 412 | $62.0K | 0.03% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 434 | $65.0K | 0.04% | +3+0.7% | Added |
| IMA Wealth, Inc. | 451 | $68.0K | 0.02% | −8−1.7% | Reduced |
| Eagle Bay Advisors LLC | 441 | $68.0K | 0.05% | +441 | New |
| Gradient Investments LLC | 464 | $69.0K | 0.00% | +31+7.2% | Added |
| First Command Bank | 467 | $70.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 467 | $70.0K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 477 | $71.0K | 0.01% | +1+0.2% | Added |
| First Financial Corp | 471 | $71.0K | 0.05% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 474 | $71.0K | 0.01% | +2+0.4% | Added |
| Prestige Wealth Management Group LLC | 501 | $75.0K | 0.02% | −322−39.1% | Reduced |
| Bray Capital Advisors | 500 | $75.0K | 0.02% | 00.0% | Unchanged |
| Accel Wealth Management | 503 | $75.0K | 0.05% | +2+0.4% | Added |
| Institutional & Family Asset Management, LLC | 508 | $76.0K | 0.01% | −308−37.7% | Reduced |
| Rocky Mountain Advisers, LLC | 515 | $77.0K | 0.10% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 514 | $77.0K | 0.01% | +200+63.7% | Added |
| Baystate Wealth Management LLC | 522 | $78.0K | 0.01% | +1+0.2% | Added |
| Enterprise Financial Services Corp | 561 | $84.0K | 0.01% | −19−3.3% | Reduced |
| Sit Investment Associates Inc | 576 | $86.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 576 | $86.0K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 575 | $86.0K | 0.04% | +1+0.2% | Added |
| Peoples Financial Services Corp. | 609 | $91.0K | 0.04% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 606 | $91.0K | 0.02% | +1+0.2% | Added |
| Dougherty Wealth Advisers LLC | 628 | $94.0K | 0.14% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 643 | $96.0K | 0.00% | −1,361−67.9% | Reduced |
| MV Capital Management, Inc. | 639 | $96.0K | 0.02% | +35+5.8% | Added |
| Monetary Management Group Inc | 650 | $97.0K | 0.03% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 653 | $98.0K | 0.03% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 664 | $99.0K | 0.01% | +346+108.8% | Added |
| First Personal Financial Services | 667 | $100.0K | 0.03% | −135−16.8% | Reduced |
| Adirondack Trust Co | 680 | $102.0K | 0.05% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 700 | $105.0K | 0.00% | +700 | New |
| City Holding Co | 714 | $107.0K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 725 | $109.0K | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 733 | $109.7K | 0.01% | +190+35.0% | Added |
| Kistler-Tiffany Companies, LLC | 739 | $111.0K | 0.03% | −129−14.9% | Reduced |
| Field & Main Bank | 743 | $111.0K | 0.07% | +743 | New |
| Parisi Gray Wealth Management | 739 | $111.0K | 0.04% | +739 | New |
| West Paces Advisors Inc. | 756 | $113.2K | 0.04% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 761 | $114.0K | 0.02% | +181+31.2% | Added |
| FourThought Financial, LLC | 774 | $115.0K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 791 | $118.0K | 0.07% | +791 | New |
| Tortoise Investment Management, LLC | 795 | $119.0K | 0.02% | 00.0% | Unchanged |
| Ironwood Financial, llc | 808 | $121.0K | 0.04% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 815 | $122.0K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 833 | $125.0K | 0.00% | −287−25.6% | Reduced |
| Glen Eagle Advisors, LLC | 840 | $125.8K | 0.04% | 00.0% | Unchanged |
| IFP Advisors, Inc | 833 | $126.0K | 0.00% | −315−27.4% | Reduced |
| Blue Chip Partners, Inc. | 860 | $129.0K | 0.02% | −20−2.3% | Reduced |
| JJJ Advisors Inc. | 872 | $131.0K | 0.05% | +10+1.2% | Added |
| Estabrook Capital Management | 916 | $137.1K | 0.02% | 00.0% | Unchanged |
| Logan Capital Management Inc | 950 | $142.0K | 0.01% | 00.0% | Unchanged |
| Tobam | 967 | $145.0K | 0.01% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 990 | $148.0K | 0.01% | −1,078−52.1% | Reduced |
| Pin Oak Investment Advisors Inc | 997 | $149.0K | 0.15% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 993 | $149.0K | 0.03% | 00.0% | Unchanged |
| Personal Wealth Partners | 996 | $149.0K | 0.06% | +996 | New |
| Truehand, Inc | 1,000 | $150.0K | 0.09% | 00.0% | Unchanged |
| Key Financial Inc | 1,021 | $152.0K | 0.08% | 00.0% | Unchanged |
| Pflug Koory, LLC | 1,027 | $154.0K | 0.08% | +392+61.7% | Added |
| NuWave Investment Management, LLC | 1,031 | $154.0K | 0.17% | +661+178.6% | Added |
| Cozad Asset Management Inc | 1,067 | $160.0K | 0.03% | −1,622−60.3% | Reduced |
| Endurance Wealth Management, Inc. | 1,096 | $164.0K | 0.02% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1,100 | $165.0K | 0.06% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 1,171 | $175.0K | 0.06% | +8+0.7% | Added |