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 |
|---|---|---|---|---|---|
| Eagle Bay Advisors LLC | 441 | $68.0K | 0.05% | +441 | New |
| Clearview Wealth Advisors LLC | 434 | $65.0K | 0.04% | +3+0.7% | Added |
| Mercer Capital Advisers, Inc. | 412 | $62.0K | 0.03% | 00.0% | Unchanged |
| CX Institutional | 406 | $61.0K | 0.01% | +67+19.8% | Added |
| Prentice Wealth Management LLC | 400 | $60.0K | 0.03% | 00.0% | Unchanged |
| Lee Financial Co | 399 | $60.0K | 0.01% | +18+4.7% | Added |
| Gemmer Asset Management LLC | 386 | $58.0K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 373 | $56.0K | 0.02% | +373 | New |
| Zions Bancorporation, N.A. | 365 | $55.0K | 0.01% | −3−0.8% | Reduced |
| Piscataqua Savings Bank | 360 | $54.0K | 0.05% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 362 | $54.0K | 0.01% | +11+3.1% | Added |
| CVA Family Office, LLC | 351 | $53.0K | 0.02% | +90+34.5% | Added |
| Central Bank & Trust Co | 340 | $51.0K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 338 | $51.0K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 318 | $48.0K | 0.01% | +1+0.3% | Added |
| Fieldpoint Private Securities, LLC | 312 | $48.0K | 0.01% | +4+1.3% | Added |
| GPS Wealth Strategies Group, LLC | 315 | $47.0K | 0.01% | 00.0% | Unchanged |
| Hudock, Inc. | 310 | $46.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 306 | $45.0K | 0.00% | −1−0.3% | Reduced |
| TCTC Holdings, LLC | 298 | $45.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 297 | $44.0K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 290 | $43.4K | 0.02% | −43,326−99.3% | Reduced |
| Hartford Financial Management Inc. | 278 | $42.0K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 279 | $42.0K | 0.01% | 00.0% | Unchanged |
| Filbrandt Wealth Management, LLC | 280 | $42.0K | 0.02% | 00.0% | Unchanged |
| Vestor Capital, LLC | 275 | $41.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 262 | $39.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 257 | $38.0K | 0.01% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 252 | $38.0K | 0.01% | +1+0.4% | Added |
| Atwood & Palmer Inc | 248 | $37.0K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 242 | $36.0K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 231 | $35.0K | 0.02% | −469−67.0% | Reduced |
| Atlas Capital Advisors LLC | 226 | $33.8K | 0.01% | +29+14.7% | Added |
| Dividend Assets Capital, LLC | 222 | $33.0K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 221 | $33.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 209 | $31.0K | 0.01% | −80−27.7% | Reduced |
| Stonebridge Financial Planning Group, LLC | 200 | $31.0K | 0.02% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 200 | $30.4K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 202 | $30.0K | 0.01% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 200 | $30.0K | 0.01% | +200 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 200 | $29.9K | 0.04% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 197 | $29.5K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 193 | $29.0K | 0.01% | −90−31.8% | Reduced |
| Loomis Sayles & Co L P | 193 | $29.0K | 0.00% | −51−20.9% | Reduced |
| Ellevest, Inc. | 192 | $29.0K | 0.00% | +1+0.5% | Added |
| Wolff Wiese Magana LLC | 187 | $28.0K | 0.02% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 185 | $28.0K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 183 | $27.0K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 180 | $27.0K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 173 | $26.0K | 0.01% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 180 | $26.0K | 0.01% | +180 | New |
| Brewin Dolphin Ltd | 171 | $25.6K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 160 | $24.0K | 0.01% | 00.0% | Unchanged |
| Interactive Financial Advisors | 158 | $24.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 151 | $23.0K | 0.01% | +1+0.7% | Added |
| Strategic Blueprint, LLC | 156 | $23.0K | 0.00% | +156 | New |
| Birch Capital Management, LLC | 150 | $22.0K | 0.01% | −150−50.0% | Reduced |
| Savior LLC | 145 | $22.0K | 0.02% | −40−21.6% | Reduced |
| Trust Co | 144 | $22.0K | 0.02% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 144 | $22.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 138 | $21.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 142 | $21.0K | 0.01% | +25+21.4% | Added |
| Motco | 135 | $20.0K | 0.00% | +134+13,400.0% | Added |
| BBVA USA | 135 | $20.0K | 0.00% | +135 | New |
| Cribstone Capital Management, LLC | 130 | $19.0K | 0.01% | 00.0% | Unchanged |
| Security National Trust Co | 129 | $19.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 117 | $18.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 119 | $18.0K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 120 | $18.0K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 115 | $17.0K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 110 | $16.0K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 106 | $16.0K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 106 | $16.0K | 0.00% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 100 | $15.0K | 0.00% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 92 | $14.0K | 0.01% | +1+1.1% | Added |
| SOA Wealth Advisors, LLC. | 94 | $14.0K | 0.00% | +12+14.6% | Added |
| Holloway Wealth Management, LLC | – | $14.0K | 0.00% | – | New |
| Red Door Wealth Management, LLC | 95 | $14.0K | 0.01% | +95 | New |
| Toth Financial Advisory Corp | 85 | $13.0K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 77 | $12.0K | 0.00% | +76+7,600.0% | Added |
| Highlander Capital Management, LLC | 75 | $11.0K | 0.01% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 75 | $11.0K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 76 | $11.0K | 0.00% | +76 | New |
| Clear Perspectives Financial Planning, LLC | 70 | $10.0K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 69 | $10.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 66 | $10.0K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 68 | $10.0K | 0.00% | −1−1.4% | Reduced |
| FormulaFolio Investments, LLC | 66 | $10.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 65 | $10.0K | 0.00% | +1+1.6% | Added |
| Freedman Financial Associates, Inc. | 64 | $10.0K | 0.01% | +1+1.6% | Added |
| Resolute Partners Group | 68 | $10.0K | 0.00% | 00.0% | Unchanged |
| Smith Asset Management Group LP | 60 | $9.00K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 63 | $9.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 60 | $8.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 53 | $8.00K | 0.00% | 00.0% | Unchanged |
| Benson Investment Management Company, Inc. | 56 | $8.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 55 | $8.00K | 0.00% | +37+205.6% | Added |
| Financial Management Professionals, Inc. | 51 | $8.00K | 0.00% | +43+537.5% | Added |
| San Francisco Sentry Investment Group (Ca) | 47 | $7.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 45 | $7.00K | 0.00% | −3−6.3% | Reduced |