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 |
|---|---|---|---|---|---|
| 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 |
| Cornell Pochily Investment Advisors, Inc. | 1,422 | $213.0K | 0.09% | +1,422 | New |
| 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 |
| 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 |
| 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 |
| 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 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,384 | $207.0K | 0.01% | +1,384 | New |
| Clearstead Advisors, LLC | 1,379 | $206.0K | 0.02% | +12+0.9% | Added |
| 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 |
| Wedgewood Investors Inc | 1,360 | $204.0K | 0.26% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 1,361 | $204.0K | 0.04% | +1,361 | New |
| Beaumont Financial Partners, LLC | 1,357 | $203.0K | 0.02% | +18+1.3% | Added |
| 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 |
| Fisher Asset Management, LLC | 1,344 | $201.0K | 0.00% | −267−16.6% | Reduced |
| 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 |
| 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 |
| Earnest Partners LLC | 1,262 | $189.0K | 0.00% | −52−4.0% | Reduced |
| 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 |
| Standard Family Office LLC | 1,199 | $180.0K | 0.04% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 1,175 | $176.0K | 0.02% | +1,000+571.4% | Added |
| Capital Advisory Group Advisory Services, LLC | 1,171 | $175.0K | 0.06% | +8+0.7% | Added |
| Blume Capital Management, Inc. | 1,100 | $165.0K | 0.06% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,096 | $164.0K | 0.02% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 1,067 | $160.0K | 0.03% | −1,622−60.3% | Reduced |
| 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 |
| Key Financial Inc | 1,021 | $152.0K | 0.08% | 00.0% | Unchanged |
| Truehand, Inc | 1,000 | $150.0K | 0.09% | 00.0% | Unchanged |
| 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 |
| Point72 Hong Kong Ltd | 990 | $148.0K | 0.01% | −1,078−52.1% | Reduced |
| Tobam | 967 | $145.0K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 950 | $142.0K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 916 | $137.1K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 872 | $131.0K | 0.05% | +10+1.2% | Added |
| Blue Chip Partners, Inc. | 860 | $129.0K | 0.02% | −20−2.3% | Reduced |
| IFP Advisors, Inc | 833 | $126.0K | 0.00% | −315−27.4% | Reduced |
| Glen Eagle Advisors, LLC | 840 | $125.8K | 0.04% | 00.0% | Unchanged |
| Allworth Financial LP | 833 | $125.0K | 0.00% | −287−25.6% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 815 | $122.0K | 0.02% | 00.0% | Unchanged |
| Ironwood Financial, llc | 808 | $121.0K | 0.04% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 795 | $119.0K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 791 | $118.0K | 0.07% | +791 | New |
| FourThought Financial, LLC | 774 | $115.0K | 0.02% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 761 | $114.0K | 0.02% | +181+31.2% | Added |
| West Paces Advisors Inc. | 756 | $113.2K | 0.04% | 00.0% | Unchanged |
| 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 |
| Caldwell Trust Co | 733 | $109.7K | 0.01% | +190+35.0% | Added |
| Valley National Advisers Inc | 725 | $109.0K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 714 | $107.0K | 0.02% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 700 | $105.0K | 0.00% | +700 | New |
| Adirondack Trust Co | 680 | $102.0K | 0.05% | 00.0% | Unchanged |
| First Personal Financial Services | 667 | $100.0K | 0.03% | −135−16.8% | Reduced |
| Lenox Wealth Advisors, LLC | 664 | $99.0K | 0.01% | +346+108.8% | Added |
| HHM Wealth Advisors, LLC | 653 | $98.0K | 0.03% | 00.0% | Unchanged |
| Monetary Management Group Inc | 650 | $97.0K | 0.03% | 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 |
| Dougherty Wealth Advisers LLC | 628 | $94.0K | 0.14% | 00.0% | Unchanged |
| 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 |
| 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 |
| Enterprise Financial Services Corp | 561 | $84.0K | 0.01% | −19−3.3% | Reduced |
| Baystate Wealth Management LLC | 522 | $78.0K | 0.01% | +1+0.2% | Added |
| 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 |
| Institutional & Family Asset Management, LLC | 508 | $76.0K | 0.01% | −308−37.7% | Reduced |
| 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 |
| 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 |
| First Command Bank | 467 | $70.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 467 | $70.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 464 | $69.0K | 0.00% | +31+7.2% | Added |
| IMA Wealth, Inc. | 451 | $68.0K | 0.02% | −8−1.7% | Reduced |