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 |
|---|---|---|---|---|---|
| Jarislowsky, Fraser Ltd | 2,530 | $378.0K | 0.00% | +390+18.2% | Added |
| Sentry Investment Management LLC | 2,529 | $379.0K | 0.10% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 2,552 | $382.0K | 0.03% | +164+6.9% | Added |
| Donaldson Capital Management, LLC | 2,580 | $386.0K | 0.02% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 2,585 | $387.0K | 0.00% | −5,682−68.7% | Reduced |
| Appleton Partners Inc | 2,591 | $388.0K | 0.03% | +325+14.3% | Added |
| Park National Corp | 2,613 | $391.0K | 0.02% | −387−12.9% | Reduced |
| Courier Capital LLC | 2,618 | $392.0K | 0.04% | −34−1.3% | Reduced |
| Windsor Group LTD | 2,623 | $393.0K | 0.08% | +10.0% | Added |
| Marcum Wealth, LLC | 2,635 | $394.0K | 0.06% | +14+0.5% | Added |
| Associated Banc-Corp | 2,642 | $396.0K | 0.02% | −459−14.8% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 2,664 | $399.0K | 0.11% | −144−5.1% | Reduced |
| Tradition Wealth Management, LLC | 2,667 | $399.0K | 0.06% | +10.0% | Added |
| Searle & Co. | 2,673 | $400.0K | 0.16% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 2,694 | $403.0K | 0.05% | +392+17.0% | Added |
| Thomasville National Bank | 2,690 | $403.0K | 0.04% | −86−3.1% | Reduced |
| Meristem Family Wealth, LLC | 2,690 | $403.0K | 0.06% | +966+56.0% | Added |
| Cambridge Trust Co | 2,706 | $405.0K | 0.02% | −10−0.4% | Reduced |
| Park Avenue Securities LLC | 2,720 | $407.0K | 0.01% | +112+4.3% | Added |
| Lincoln National Corp | 2,732 | $409.0K | 0.01% | +167+6.5% | Added |
| Wedbush Securities Inc | 2,745 | $411.0K | 0.02% | −162−5.6% | Reduced |
| Williams Jones Wealth Management, LLC. | 2,754 | $412.0K | 0.01% | +146+5.6% | Added |
| HighMark Wealth Management LLC | 2,778 | $416.0K | 0.31% | −19−0.7% | Reduced |
| Mid Atlantic Financial Management Inc | 2,788 | $417.0K | 0.03% | −671−19.4% | Reduced |
| Homrich & Berg | 2,789 | $418.0K | 0.01% | −97−3.4% | Reduced |
| Great Diamond Partners, LLC | 2,797 | $418.0K | 0.12% | −31−1.1% | Reduced |
| Erste Asset Management GmbH | 2,800 | $418.7K | 0.01% | −9,200−76.7% | Reduced |
| Carlson Capital Management | 2,802 | $419.0K | 0.06% | −65−2.3% | Reduced |
| Mayfair Advisory Group, LLC | 2,819 | $422.0K | 0.67% | +88+3.2% | Added |
| Meeder Asset Management Inc | 2,825 | $423.0K | 0.02% | +161+6.0% | Added |
| Karpas Strategies, LLC | 2,840 | $425.0K | 0.15% | 00.0% | Unchanged |
| Weld Capital Management LLC | 2,865 | $429.0K | 0.43% | +201+7.5% | Added |
| Harbour Investments, Inc. | 2,877 | $431.0K | 0.01% | −95−3.2% | Reduced |
| Neo Ivy Capital Management | 2,911 | $436.0K | 0.44% | −1,737−37.4% | Reduced |
| Checchi Capital Advisers, LLC | 2,910 | $436.0K | 0.05% | −168−5.5% | Reduced |
| Stokes Family Office, LLC | 2,914 | $436.0K | 0.06% | +396+15.7% | Added |
| SkyOak Wealth, LLC | 2,932 | $439.0K | 0.12% | +159+5.7% | Added |
| Prio Wealth Limited Partnership | 2,947 | $441.0K | 0.01% | +222+8.1% | Added |
| Aries Wealth Management | 2,950 | $442.0K | 0.19% | 00.0% | Unchanged |
| Mark Stevens | 2,963 | $444.0K | 0.05% | −16−0.5% | Reduced |
| IFG Advisory, LLC | 3,005 | $449.0K | 0.05% | −1,652−35.5% | Reduced |
| American Portfolios Advisors | 3,030 | $453.7K | 0.02% | +20+0.7% | Added |
| True North Advisors, LLC | 3,036 | $454.0K | 0.09% | −10−0.3% | Reduced |
| Ledyard National Bank | 3,031 | $454.0K | 0.05% | 00.0% | Unchanged |
| Empirical Finance, LLC | 3,040 | $455.0K | 0.07% | +426+16.3% | Added |
| BLB&B Advisors, LLC | 3,048 | $456.0K | 0.03% | −55−1.8% | Reduced |
| High Note Wealth, LLC | 3,051 | $456.0K | 0.17% | +216+7.6% | Added |
| Baldwin Brothers Inc | 3,055 | $457.0K | 0.05% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 3,051 | $457.0K | 0.04% | +10.0% | Added |
| Bank of New Hampshire | 3,058 | $458.0K | 0.12% | +3,058 | New |
| Equitable Trust Co | 3,067 | $459.0K | 0.03% | 00.0% | Unchanged |
| QS Investors, LLC | 3,070 | $460.0K | 0.01% | −7,938−72.1% | Reduced |
| Rothschild Investment Corp | 3,076 | $461.0K | 0.04% | +9+0.3% | Added |
| Private Trust Co NA | 3,094 | $463.0K | 0.07% | 00.0% | Unchanged |
| Girard Partners Ltd. | 3,131 | $468.0K | 0.06% | −478−13.2% | Reduced |
| Quadrant Capital Group LLC | 3,157 | $473.0K | 0.07% | +160+5.3% | Added |
| Polar Asset Management Partners Inc. | 3,159 | $473.0K | 0.01% | +1,139+56.4% | Added |
| Koshinski Asset Management, Inc. | 3,181 | $476.0K | 0.06% | −1,851−36.8% | Reduced |
| Brave Asset Management Inc | 3,180 | $476.0K | 0.14% | 00.0% | Unchanged |
| Welch & Forbes LLC | 3,186 | $477.0K | 0.01% | 00.0% | Unchanged |
| Brighton Jones LLC | 3,201 | $479.0K | 0.02% | +83+2.7% | Added |
| Focus Financial Network, Inc. | 3,210 | $480.6K | 0.06% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 3,223 | $482.0K | 0.26% | 00.0% | Unchanged |
| Strategic Advisors LLC | 3,224 | $482.0K | 0.13% | +105+3.4% | Added |
| Dynamic Technology Lab Private Ltd | 3,281 | $491.0K | 0.05% | +3,281 | New |
| Clear Harbor Asset Management, LLC | 3,316 | $496.0K | 0.06% | 00.0% | Unchanged |
| Ar Asset Management Inc | 3,311 | $496.0K | 0.14% | 00.0% | Unchanged |
| Glassman Wealth Services | 3,322 | $497.0K | 0.10% | +44+1.3% | Added |
| JNBA Financial Advisors | 3,329 | $498.0K | 0.07% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 3,326 | $498.0K | 0.04% | 00.0% | Unchanged |
| Camden National Bank | 3,336 | $499.0K | 0.09% | −180−5.1% | Reduced |
| Nachman Norwood & Parrott, Inc | 3,339 | $500.0K | 0.05% | −6−0.2% | Reduced |
| Northeast Investment Management | 3,344 | $501.0K | 0.03% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 3,326 | $503.0K | 0.02% | −102−3.0% | Reduced |
| WMS Partners, LLC | 3,369 | $504.0K | 0.07% | +9+0.3% | Added |
| Mach-1 Financial Group, Inc. | 3,379 | $504.0K | 0.40% | +66+2.0% | Added |
| Villere St Denis J & Co LLC | 3,433 | $513.0K | 0.03% | 00.0% | Unchanged |
| Smithfield Trust Co | 3,497 | $523.0K | 0.03% | 00.0% | Unchanged |
| Inlet Private Wealth, LLC | 3,500 | $524.0K | 0.14% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 3,515 | $526.0K | 0.02% | +658+23.0% | Added |
| Dohj, LLC | 3,542 | $530.0K | 0.28% | +169+5.0% | Added |
| Northstar Investment Advisors LLC | 3,563 | $531.0K | 0.07% | 00.0% | Unchanged |
| Private Capital Management LLC | 3,549 | $531.0K | 0.24% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 3,580 | $536.0K | 0.22% | 00.0% | Unchanged |
| JustInvest LLC | 3,603 | $539.0K | 0.06% | −1,404−28.0% | Reduced |
| Plimoth Trust Co LLC | 3,614 | $541.0K | 0.15% | −300−7.7% | Reduced |
| Bessemer Group Inc | 3,610 | $541.0K | 0.00% | +65+1.8% | Added |
| Copperwynd Financial, LLC | 3,619 | $542.0K | 0.23% | +65+1.8% | Added |
| Donald L. Hagan, LLC | 3,638 | $545.0K | 0.32% | +365+11.2% | Added |
| Federation des caisses Desjardins du Quebec | 3,687 | $551.8K | 0.01% | +65+1.8% | Added |
| Psagot Investment House Ltd. | 3,689 | $552.0K | 0.02% | +1,959+113.2% | Added |
| Glenview Trust Co | 3,691 | $553.0K | 0.02% | −157−4.1% | Reduced |
| Ameritas Investment Partners, Inc. | 3,718 | $556.0K | 0.02% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 3,730 | $558.0K | 0.33% | −2,387−39.0% | Reduced |
| Sky Investment Group LLC | 3,729 | $558.0K | 0.13% | −85−2.2% | Reduced |
| Loveless Wealth Management LLC | 3,740 | $560.0K | 0.34% | +1,160+45.0% | Added |
| Intersect Capital LLC | 3,756 | $562.0K | 0.10% | +250+7.1% | Added |
| Trust Co of Toledo NA | 3,761 | $563.0K | 0.09% | 00.0% | Unchanged |
| Ergoteles LLC | 3,765 | $564.0K | 0.01% | −13,493−78.2% | Reduced |
| Burns J W & Co Inc | 3,764 | $564.0K | 0.09% | 00.0% | Unchanged |