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 |
|---|---|---|---|---|---|
| Centiva Capital, LP | 3,796 | $568.0K | 0.04% | +3,796 | New |
| Integrated Wealth Concepts LLC | 3,844 | $576.0K | 0.02% | +13+0.3% | Added |
| Deseret Mutual Benefit Administrators | 3,873 | $580.0K | 0.14% | +3,873 | New |
| Evermay Wealth Management LLC | 3,895 | $583.0K | 0.11% | −100−2.5% | Reduced |
| Penserra Capital Management LLC | 3,900 | $583.0K | 0.01% | +786+25.2% | Added |
| Pinnacle Bancorp, Inc. | 3,898 | $584.0K | 0.27% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 3,907 | $585.0K | 0.02% | +526+15.6% | Added |
| Ashton Thomas Private Wealth, LLC | 3,915 | $586.2K | 0.09% | +26+0.7% | Added |
| Sterneck Capital Management, LLC | 4,000 | $587.0K | 0.36% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 3,957 | $591.0K | 0.01% | +323+8.9% | Added |
| LVM Capital Management Ltd | 3,957 | $592.0K | 0.09% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 3,959 | $593.0K | 0.01% | +206+5.5% | Added |
| Kanawha Capital Management LLC | 4,039 | $605.0K | 0.06% | −25−0.6% | Reduced |
| Stratos Wealth Partners, LTD. | 4,054 | $607.0K | 0.02% | −40−1.0% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 4,089 | $612.0K | 0.07% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 4,122 | $617.0K | 0.03% | +2,543+161.1% | Added |
| Osborne Partners Capital Management, LLC | 4,133 | $619.0K | 0.05% | +100+2.5% | Added |
| Hennessy Advisors Inc | 4,150 | $621.0K | 0.03% | −200−4.6% | Reduced |
| Ridgewood Investments LLC | 4,153 | $622.0K | 0.40% | −120−2.8% | Reduced |
| Central Trust Co | 4,184 | $626.0K | 0.02% | −142−3.3% | Reduced |
| Bremer Bank National Association | 4,217 | $631.0K | 0.14% | −850−16.8% | Reduced |
| Ontario Teachers Pension Plan Board | 4,214 | $631.0K | 0.01% | +4,214 | New |
| Vestcor Inc | 4,231 | $633.0K | 0.02% | −53,264−92.6% | Reduced |
| New Potomac Partners, LLC | 4,230 | $633.0K | 0.43% | −225−5.1% | Reduced |
| Vectors Research Management, LLC | 4,225 | $633.0K | 0.16% | 00.0% | Unchanged |
| HNP Capital LLC | 4,225 | $633.0K | 0.17% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 4,275 | $640.0K | 0.08% | 00.0% | Unchanged |
| Choate Investment Advisors | 4,280 | $641.0K | 0.04% | +3+0.1% | Added |
| Bank of Stockton | 4,293 | $642.0K | 0.19% | −60−1.4% | Reduced |
| Ritholtz Wealth Management | 4,289 | $642.0K | 0.05% | +1,149+36.6% | Added |
| American National Registered Investment Advisor, Inc. | 4,324 | $647.0K | 0.23% | −41−0.9% | Reduced |
| AdvisorNet Financial, Inc | 4,323 | $647.0K | 0.04% | +5+0.1% | Added |
| Signaturefd, LLC | 4,338 | $649.0K | 0.03% | +945+27.9% | Added |
| CIBC World Markets Inc. | 4,356 | $652.0K | 0.00% | −501−10.3% | Reduced |
| Bank of Hawaii | 4,415 | $661.0K | 0.04% | −1,383−23.9% | Reduced |
| Davenport & Co LLC | 4,433 | $664.0K | 0.01% | −1,013−18.6% | Reduced |
| Hanson & Doremus Investment Management | 6,154 | $666.0K | 0.20% | +81+1.3% | Added |
| Tectonic Advisors LLC | 4,457 | $667.0K | 0.14% | +880+24.6% | Added |
| Prospera Financial Services Inc | 4,460 | $668.0K | 0.03% | +46+1.0% | Added |
| Altium Wealth Management LLC | 4,470 | $669.0K | 0.05% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 4,472 | $670.0K | 0.03% | +98+2.2% | Added |
| Wealthfront Advisers LLC | 4,497 | $673.0K | 0.00% | +523+13.2% | Added |
| Quest Capital Management Inc | 4,493 | $673.0K | 0.13% | +681+17.9% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 4,506 | $675.0K | 0.03% | +932+26.1% | Added |
| Providence Wealth Advisors, LLC | 4,491 | $676.0K | 0.46% | +90+2.0% | Added |
| Alpha Paradigm Partners, LLC | 4,544 | $680.0K | 0.26% | +2,160+90.6% | Added |
| We Are One Seven, LLC | 4,587 | $687.0K | 0.10% | −118−2.5% | Reduced |
| Stevens Capital Management LP | 4,628 | $693.0K | 0.20% | +4,628 | New |
| Cetera Advisors LLC | 4,711 | $705.0K | 0.02% | +420+9.8% | Added |
| Founders Financial Securities LLC | 4,708 | $705.0K | 0.14% | +503+12.0% | Added |
| Merit Financial Group, LLC | 4,755 | $712.0K | 0.07% | +69+1.5% | Added |
| GWM Advisors LLC | 4,757 | $712.0K | 0.02% | +153+3.3% | Added |
| Symmetry Partners, LLC | 4,761 | $713.0K | 0.05% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 4,775 | $715.0K | 0.43% | +4,775 | New |
| HighPoint Advisor Group LLC | 4,811 | $720.0K | 0.07% | +427+9.7% | Added |
| Jump Financial, LLC | 4,831 | $723.0K | 0.07% | −8,235−63.0% | Reduced |
| Regent Investment Management LLC | 4,828 | $723.0K | 0.17% | −333−6.5% | Reduced |
| CenterStar Asset Management, LLC | – | $723.0K | 0.78% | – | New |
| Corient Capital Partners, LLC | 4,841 | $725.0K | 0.05% | +605+14.3% | Added |
| NEXT Financial Group, Inc | 4,882 | $731.0K | 0.06% | +186+4.0% | Added |
| Bridges Investment Management Inc | 4,900 | $734.0K | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 4,919 | $736.0K | 0.01% | −62−1.2% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 4,939 | $739.0K | 0.53% | −24−0.5% | Reduced |
| Fma Advisory Inc | 5,058 | $757.0K | 0.28% | +152+3.1% | Added |
| Guyasuta Investment Advisors Inc | 5,112 | $765.0K | 0.06% | −28−0.5% | Reduced |
| DuPont Capital Management Corp | 5,136 | $769.0K | 0.02% | +132+2.6% | Added |
| Wesbanco Bank Inc | 5,186 | $777.0K | 0.03% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 5,189 | $777.0K | 0.13% | +1,035+24.9% | Added |
| Worldquant Millennium Advisors LLC | 5,206 | $779.0K | 0.02% | 00.0% | Unchanged |
| Thrive Capital Management, LLC | 5,259 | $787.0K | 0.61% | +1,948+58.8% | Added |
| Cresset Asset Management, LLC | 5,265 | $788.0K | 0.01% | +5,265 | New |
| Investors Asset Management of Georgia Inc | 5,311 | $795.0K | 0.43% | 00.0% | Unchanged |
| Arrow Financial Corp | 5,374 | $805.0K | 0.10% | +338+6.7% | Added |
| AMG National Trust Bank | 5,403 | $809.0K | 0.03% | 00.0% | Unchanged |
| Allstate Corp | 5,419 | $811.0K | 0.03% | −590−9.8% | Reduced |
| Douglass Winthrop Advisors, LLC | 5,480 | $820.0K | 0.02% | −400−6.8% | Reduced |
| Roundview Capital LLC | 5,474 | $820.0K | 0.09% | −185−3.3% | Reduced |
| Ieq Capital, LLC | 5,525 | $827.0K | 0.02% | +953+20.8% | Added |
| Oak Associates, Ltd | 5,546 | $830.0K | 0.05% | −362−6.1% | Reduced |
| Teza Capital Management LLC | 5,558 | $832.0K | 0.13% | +1,582+39.8% | Added |
| Veriti Management LLC | 5,666 | $848.0K | 0.13% | +3,889+218.9% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 5,700 | $853.0K | 0.00% | +5,700 | New |
| Busey Wealth Management | 5,776 | $865.0K | 0.04% | −362−5.9% | Reduced |
| Banque Cantonale Vaudoise | 5,838 | $874.0K | 0.04% | −686−10.5% | Reduced |
| Rosenbaum Jay D. | 5,853 | $875.0K | 1.45% | −55−0.9% | Reduced |
| Institute for Wealth Management, LLC. | 5,888 | $881.0K | 0.15% | +159+2.8% | Added |
| Markston International LLC | 5,894 | $882.0K | 0.54% | −68,409−92.1% | Reduced |
| Redpoint Investment Management Pty Ltd | 5,914 | $885.0K | 0.07% | −241−3.9% | Reduced |
| Ballast, Inc. | 5,925 | $887.0K | 0.37% | +873+17.3% | Added |
| BP PLC | 5,966 | $893.0K | 0.04% | −2,632−30.6% | Reduced |
| Beacon Pointe Advisors, LLC | 6,008 | $899.0K | 0.03% | +4,365+265.7% | Added |
| Dynamic Advisor Solutions LLC | 6,013 | $900.0K | 0.07% | −633−9.5% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,055 | $906.0K | 0.02% | +453+8.1% | Added |
| Ropes Wealth Advisors LLC | 6,070 | $909.0K | 0.14% | +202+3.4% | Added |
| Fifth Third Bancorp | 6,104 | $914.0K | 0.00% | +610+11.1% | Added |
| Elmwood Wealth Management, Inc. | 6,294 | $942.0K | 0.50% | 00.0% | Unchanged |
| Trust Co of Vermont | 6,381 | $955.0K | 0.07% | +909+16.6% | Added |
| Bard Financial Services, Inc. | 6,435 | $963.0K | 0.09% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 6,596 | $975.0K | 0.19% | −100−1.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 6,546 | $980.0K | 0.10% | −698−9.6% | Reduced |