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 |
|---|---|---|---|---|---|
| Sonora Investment Management, LLC | 1,175 | $176.0K | 0.02% | +1,000+571.4% | Added |
| Standard Family Office LLC | 1,199 | $180.0K | 0.04% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 1,227 | $184.0K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,229 | $184.0K | 0.00% | +995+425.2% | Added |
| Earnest Partners LLC | 1,262 | $189.0K | 0.00% | −52−4.0% | Reduced |
| Oakworth Capital, Inc. | 1,300 | $195.0K | 0.02% | −50−3.7% | Reduced |
| Clean Yield Group | 1,300 | $195.0K | 0.07% | +1,300 | New |
| Acadian Asset Management LLC | 1,335 | $200.0K | 0.00% | −19,578−93.6% | Reduced |
| Driehaus Capital Management LLC | 1,337 | $200.0K | 0.00% | −252−15.9% | Reduced |
| PrairieView Partners, LLC | 1,334 | $200.0K | 0.03% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 1,344 | $201.0K | 0.00% | −267−16.6% | Reduced |
| RMB Capital Management, LLC | 1,352 | $202.0K | 0.01% | −4,767−77.9% | Reduced |
| Manchester Capital Management LLC | 1,346 | $202.0K | 0.03% | 00.0% | Unchanged |
| Beaumont Financial Partners, LLC | 1,357 | $203.0K | 0.02% | +18+1.3% | Added |
| Wedgewood Investors Inc | 1,360 | $204.0K | 0.26% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 1,361 | $204.0K | 0.04% | +1,361 | New |
| Golden State Equity Partners | 1,370 | $205.0K | 0.08% | −324−19.1% | Reduced |
| Green Square Capital Advisors LLC | 1,367 | $205.0K | 0.06% | +1,367 | New |
| Clearstead Advisors, LLC | 1,379 | $206.0K | 0.02% | +12+0.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,384 | $207.0K | 0.01% | +1,384 | New |
| Douglas Lane & Associates, LLC | 1,394 | $209.0K | 0.00% | −115−7.6% | Reduced |
| David Loasby | 1,397 | $209.0K | 0.03% | +1+0.1% | Added |
| Parkside Financial Bank & Trust | 1,397 | $209.0K | 0.06% | +33+2.4% | Added |
| Focused Wealth Management, Inc | 1,394 | $209.0K | 0.03% | +878+170.2% | Added |
| Fukoku Mutual Life Insurance Co | 1,400 | $210.0K | 0.02% | −500−26.3% | Reduced |
| Lido Advisors, LLC | 1,404 | $210.0K | 0.01% | −215−13.3% | Reduced |
| Van Eck Associates Corp | 1,406 | $210.0K | 0.00% | +27+2.0% | Added |
| Arkadios Wealth Advisors | 1,407 | $210.0K | 0.03% | +587+71.6% | Added |
| Cardan Capital Partners, LLC | 1,400 | $210.0K | 0.02% | +1,400 | New |
| Centaurus Financial, Inc. | 1,410 | $211.0K | 0.02% | −35−2.4% | Reduced |
| Wade G W & Inc | 1,412 | $211.0K | 0.01% | −5−0.4% | Reduced |
| Woodstock Corp | 1,415 | $212.0K | 0.02% | −157−10.0% | Reduced |
| Sunbelt Securities, Inc. | 1,354 | $212.0K | 0.04% | −60−4.2% | Reduced |
| Alpha Cubed Investments, LLC | 1,419 | $212.0K | 0.02% | +28+2.0% | Added |
| Good Life Advisors, LLC | 1,415 | $212.0K | 0.04% | +69+5.1% | Added |
| Cornell Pochily Investment Advisors, Inc. | 1,422 | $213.0K | 0.09% | +1,422 | New |
| Cypress Capital Management LLC | 1,438 | $215.0K | 0.03% | −35−2.4% | Reduced |
| Santori & Peters | 1,436 | $215.0K | 0.12% | +2+0.1% | Added |
| Bickling Financial Services, Inc. | 1,436 | $215.0K | 0.10% | +66+4.8% | Added |
| Spinnaker Trust | 1,445 | $216.0K | 0.02% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 1,443 | $216.0K | 0.02% | +206+16.7% | Added |
| First Nebraska Trust Co | 1,446 | $216.5K | 0.03% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 1,477 | $221.0K | 0.02% | +23+1.6% | Added |
| Sugarloaf Wealth Management, LLC | 1,484 | $222.0K | 0.06% | +7+0.5% | Added |
| Sequoia Financial Advisors, LLC | 1,482 | $222.0K | 0.01% | +1,482 | New |
| Farmers Trust Co | 1,494 | $223.0K | 0.05% | −55−3.6% | Reduced |
| Washington Trust Co | 1,492 | $223.0K | 0.01% | +1+0.1% | Added |
| All Terrain Financial Advisors, LLC | 1,495 | $224.0K | 0.11% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 1,506 | $225.0K | 0.01% | −2,003−57.1% | Reduced |
| Avantax Planning Partners, Inc. | 1,504 | $225.0K | 0.01% | −100−6.2% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 1,500 | $225.0K | 0.01% | +1,500 | New |
| Quantbot Technologies LP | 1,507 | $225.0K | 0.02% | +1,507 | New |
| Anchor Investment Management, LLC | 1,510 | $226.1K | 0.03% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,526 | $228.0K | 0.08% | 00.0% | Unchanged |
| Sippican Capital Advisors | 1,525 | $228.0K | 0.20% | 00.0% | Unchanged |
| Old Port Advisors | 1,479 | $229.0K | 0.08% | −195−11.6% | Reduced |
| Heritage Wealth Advisors | 1,534 | $229.7K | 0.01% | +1+0.1% | Added |
| Lake Street Advisors Group, LLC | 1,474 | $231.0K | 0.02% | −37−2.4% | Reduced |
| Carroll Financial Associates, Inc. | 1,558 | $233.0K | 0.01% | −204−11.6% | Reduced |
| Atlas Private Wealth Management | 1,565 | $234.0K | 0.14% | −535−25.5% | Reduced |
| Brendel Financial Advisors LLC | 1,570 | $235.0K | 0.13% | −4,860−75.6% | Reduced |
| Engineers Gate Manager LP | 1,578 | $236.0K | 0.02% | −1,564−49.8% | Reduced |
| Somerville Kurt F | 1,575 | $236.0K | 0.04% | 00.0% | Unchanged |
| Randolph Co Inc | 1,577 | $236.0K | 0.03% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 1,597 | $239.0K | 0.07% | +4+0.3% | Added |
| Private Capital Group, LLC | 1,594 | $239.0K | 0.05% | +28+1.8% | Added |
| Tokio Marine Asset Management Co Ltd | 1,598 | $239.0K | 0.02% | +79+5.2% | Added |
| Flagship Harbor Advisors, LLC | 1,599 | $239.0K | 0.03% | +171+12.0% | Added |
| Sandy Spring Bank | 1,601 | $240.0K | 0.01% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 1,605 | $240.0K | 0.01% | +2+0.1% | Added |
| Main Street Financial Solutions, LLC | 1,603 | $240.0K | 0.04% | +3+0.2% | Added |
| Bell Bank | 1,603 | $240.0K | 0.03% | +1,603 | New |
| Essex Financial Services, Inc. | 1,601 | $241.0K | 0.03% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 1,620 | $242.0K | 0.07% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,619 | $242.0K | 0.02% | 00.0% | Unchanged |
| Sloy Dahl & Holst, LLC | 1,619 | $242.0K | 0.03% | 00.0% | Unchanged |
| Renaissance Group LLC | 1,626 | $243.0K | 0.01% | −352−17.8% | Reduced |
| Orion Portfolio Solutions, LLC | 1,625 | $243.0K | 0.01% | +255+18.6% | Added |
| Valeo Financial Advisors, LLC | 1,632 | $244.0K | 0.02% | −4−0.2% | Reduced |
| Advisors Capital Management, LLC | 1,632 | $244.0K | 0.01% | +71+4.5% | Added |
| Community Financial Services Group, LLC | 1,638 | $245.0K | 0.07% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,648 | $247.0K | 0.03% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 1,651 | $247.0K | 0.10% | 00.0% | Unchanged |
| Shelton Capital Management | 1,654 | $248.0K | 0.01% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 1,654 | $248.0K | 0.02% | +1,654 | New |
| 9258 Wealth Management, LLC | 1,668 | $250.0K | 0.07% | +319+23.6% | Added |
| Tiemann Investment Advisors, LLC | 1,692 | $253.0K | 0.12% | −99−5.5% | Reduced |
| Pavion Blue Capital, LLC | 1,688 | $253.0K | 0.16% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 1,688 | $253.0K | 0.00% | +1,688 | New |
| Mirabella Financial Services LLP | 1,704 | $255.0K | 0.05% | −4,455−72.3% | Reduced |
| United Bank | 1,719 | $257.0K | 0.03% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 1,733 | $259.0K | 0.14% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 1,727 | $260.0K | 0.02% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 1,743 | $261.0K | 0.01% | −1,001−36.5% | Reduced |
| Tdam USA Inc. | 1,752 | $261.0K | 0.02% | −2−0.1% | Reduced |
| Aptus Capital Advisors, LLC | 1,760 | $263.0K | 0.01% | 00.0% | Unchanged |
| Fiduciary Group LLC | 1,768 | $264.0K | 0.03% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,760 | $264.0K | 0.01% | −15−0.8% | Reduced |
| Moneta Group Investment Advisors LLC | 1,770 | $265.0K | 0.01% | +21+1.2% | Added |
| Neville Rodie & Shaw Inc | 1,775 | $266.0K | 0.02% | −75−4.1% | Reduced |