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 |
|---|---|---|---|---|---|
| Great Point Wealth Advisors, LLC | 1,775 | $266.0K | 0.09% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 1,791 | $268.0K | 0.17% | +12+0.7% | Added |
| Exchange Traded Concepts, LLC | 1,789 | $268.0K | 0.01% | +1,789 | New |
| Wintrust Investments LLC | 1,815 | $272.0K | 0.03% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 1,909 | $273.0K | 0.06% | +25+1.3% | Added |
| Nwam LLC | 1,821 | $273.0K | 0.03% | −8−0.4% | Reduced |
| Beacon Investment Advisory Services, Inc. | 1,828 | $274.0K | 0.01% | −736−28.7% | Reduced |
| South State Corp. | 1,832 | $274.0K | 0.02% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 1,829 | $274.0K | 0.02% | +282+18.2% | Added |
| Advisors Management Group Inc | 1,839 | $275.0K | 0.08% | 00.0% | Unchanged |
| Stillwater Investment Management, LLC | 1,837 | $275.0K | 0.07% | 00.0% | Unchanged |
| Essex Savings Bank | 1,736 | $277.0K | 0.11% | −77−4.2% | Reduced |
| Peak Asset Management, LLC | 1,858 | $278.0K | 0.07% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 1,862 | $279.0K | 0.07% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 1,872 | $280.0K | 0.02% | +29+1.6% | Added |
| Investors Research Corp | 1,874 | $281.0K | 0.10% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 1,853 | $281.0K | 0.02% | −5−0.3% | Reduced |
| Boston Family Office LLC | 1,900 | $284.0K | 0.02% | −100−5.0% | Reduced |
| Echo Street Capital Management LLC | 1,905 | $285.0K | 0.00% | +1,905 | New |
| Warther Private Wealth, LLC | 1,883 | $286.0K | 0.28% | +1,883 | New |
| Whalerock Point Partners, LLC | 1,915 | $286.7K | 0.11% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 1,920 | $287.0K | 0.09% | +135+7.6% | Added |
| Mechanics Bank Trust Department | 1,930 | $289.0K | 0.05% | −175−8.3% | Reduced |
| Mountain Pacific Investment Advisers Inc | 1,930 | $289.0K | 0.02% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 1,930 | $289.0K | 0.02% | +39+2.1% | Added |
| Marco Investment Management LLC | 1,935 | $290.0K | 0.03% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,959 | $293.3K | 0.11% | 00.0% | Unchanged |
| D L Carlson Investment Group Inc | 1,967 | $294.0K | 0.05% | 00.0% | Unchanged |
| TAP Consulting, LLC | 2,000 | $299.0K | 0.08% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 2,000 | $299.0K | 0.51% | +2,000 | New |
| Dark Forest Capital Management LP | 2,003 | $300.0K | 0.13% | +2,003 | New |
| Burke & Herbert Bank & Trust Co | 2,014 | $301.0K | 0.19% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 2,023 | $303.0K | 0.02% | −504−19.9% | Reduced |
| Paloma Partners Management Co | 2,030 | $304.0K | 0.01% | −17,060−89.4% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 2,033 | $304.0K | 0.16% | −41−2.0% | Reduced |
| Toroso Investments, LLC | 2,059 | $308.0K | 0.01% | −916−30.8% | Reduced |
| Prelude Capital Management, LLC | 2,082 | $312.0K | 0.02% | +2,082 | New |
| Johnson Investment Counsel Inc | 2,097 | $314.0K | 0.00% | +50+2.4% | Added |
| Ballentine Partners, LLC | 2,097 | $315.0K | 0.01% | −52−2.4% | Reduced |
| Intercontinental Wealth Advisors, LLC | 2,112 | $316.0K | 0.06% | +5+0.2% | Added |
| Coastal Bridge Advisors, LLC | 2,119 | $317.0K | 0.06% | +164+8.4% | Added |
| Convergence Investment Partners, LLC | 2,121 | $318.0K | 0.14% | −42−1.9% | Reduced |
| Defined Wealth Management, LLC | 2,121 | $318.0K | 0.28% | −40−1.9% | Reduced |
| Keystone Financial Group | 2,124 | $318.0K | 0.06% | 00.0% | Unchanged |
| Valley Brook Capital Group | 2,127 | $318.0K | 0.30% | 00.0% | Unchanged |
| Smith, Moore & Co. | 2,125 | $318.0K | 0.05% | +120+6.0% | Added |
| Doyle Wealth Management | 2,151 | $322.0K | 0.03% | 00.0% | Unchanged |
| Corbett Road Capital Management, LLC | 2,167 | $324.0K | 0.57% | +2,167 | New |
| First Citizens Bank & Trust Co | 2,171 | $325.0K | 0.02% | −10−0.5% | Reduced |
| Grimes & Company, Inc. | 2,170 | $325.0K | 0.01% | +73+3.5% | Added |
| Formidable Asset Management, LLC | 2,110 | $325.0K | 0.07% | +428+25.4% | Added |
| Plante Moran Financial Advisors, LLC | 2,169 | $325.0K | 0.08% | +600+38.2% | Added |
| Quantitative Value Technologies, LLC | 2,185 | $327.0K | 0.54% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 2,186 | $327.0K | 0.07% | +5+0.2% | Added |
| River Wealth Advisors LLC | 2,191 | $328.0K | 0.06% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 2,213 | $331.0K | 0.02% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 2,212 | $331.0K | 0.03% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 2,210 | $331.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 2,210 | $331.0K | 0.03% | +10+0.5% | Added |
| ForthRight Wealth Management, LLC | 2,214 | $331.0K | 0.21% | +314+16.5% | Added |
| Eudaimonia Partners, LLC | 2,220 | $332.0K | 0.06% | 00.0% | Unchanged |
| Buckingham Capital Management, Inc. | 2,226 | $333.0K | 0.05% | −115−4.9% | Reduced |
| Equitable Holdings, Inc. | 2,223 | $333.0K | 0.01% | +574+34.8% | Added |
| MJP Associates Inc | 2,234 | $334.0K | 0.11% | +190+9.3% | Added |
| SNS Financial Group, LLC | 2,244 | $336.0K | 0.04% | −23−1.0% | Reduced |
| V Wealth Advisors LLC | 2,244 | $336.0K | 0.05% | +9+0.4% | Added |
| Lederer & Associates Investment Counsel | 2,249 | $337.0K | 0.22% | +160+7.7% | Added |
| Verdence Capital Advisors LLC | 2,256 | $338.0K | 0.05% | +2,256 | New |
| Kestra Private Wealth Services, LLC | 2,268 | $340.0K | 0.02% | +388+20.6% | Added |
| TCI Wealth Advisors, Inc. | 2,292 | $343.0K | 0.06% | +64+2.9% | Added |
| First Mercantile Trust Co | 2,300 | $344.0K | 0.04% | −269−10.5% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 2,300 | $344.0K | 0.12% | 00.0% | Unchanged |
| Trust Asset Management LLC | 2,297 | $344.0K | 0.05% | +253+12.4% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 2,311 | $346.0K | 0.01% | +145+6.7% | Added |
| Old National Bancorp | 2,326 | $348.0K | 0.01% | +152+7.0% | Added |
| Resources Investment Advisors, LLC. | 2,328 | $349.0K | 0.01% | −102−4.2% | Reduced |
| Oberweis Asset Management Inc | 2,373 | $355.0K | 0.08% | −67−2.7% | Reduced |
| Salvus Wealth Management, LLC | 2,354 | $357.0K | 0.30% | −430−15.4% | Reduced |
| Harbour Capital Advisors, LLC | 2,390 | $358.0K | 0.10% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 2,391 | $358.0K | 0.08% | +216+9.9% | Added |
| Davis R M Inc | 2,398 | $359.0K | 0.01% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 2,395 | $359.0K | 0.02% | +350+17.1% | Added |
| Boit C F David | 2,400 | $359.0K | 0.27% | +2,400 | New |
| Waldron Private Wealth LLC | 2,405 | $360.0K | 0.02% | −353−12.8% | Reduced |
| First National Bank of South Miami | 2,423 | $362.0K | 0.25% | −248−9.3% | Reduced |
| Clarius Group, LLC | 2,416 | $362.0K | 0.03% | +33+1.4% | Added |
| Moody Lynn & Lieberson, LLC | 2,422 | $363.0K | 0.03% | −10.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,435 | $364.0K | 0.03% | −1,288−34.6% | Reduced |
| Bryn Mawr Trust Co | 2,435 | $364.0K | 0.01% | −25−1.0% | Reduced |
| SeaCrest Wealth Management, LLC | 2,431 | $364.0K | 0.04% | +277+12.9% | Added |
| Advisor OS, LLC | 2,431 | $364.0K | 0.08% | +2,431 | New |
| Foundation Resource Management Inc | 2,448 | $366.0K | 0.08% | −185−7.0% | Reduced |
| ARGI Investment Services, LLC | 2,444 | $366.0K | 0.01% | −57−2.3% | Reduced |
| Assetmark, Inc | 2,470 | $370.0K | 0.00% | −34−1.4% | Reduced |
| FinTrust Capital Advisors, LLC | 2,474 | $370.0K | 0.10% | +433+21.2% | Added |
| Prime Capital Investment Advisors, LLC | 2,471 | $370.0K | 0.02% | +2,471 | New |
| Alhambra Investment Partners LLC | 2,475 | $371.0K | 0.28% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | – | $372.0K | 0.16% | – | New |
| Longfellow Investment Management Co LLC | 2,520 | $378.0K | 0.05% | −1,433−36.3% | Reduced |
| Balasa Dinverno & Foltz LLC | 2,526 | $378.0K | 0.03% | −62−2.4% | Reduced |