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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 7,528 | $1.13M | 0.05% | +248+3.4% | Added |
| Horizon Investments, LLC | 7,466 | $1.12M | 0.03% | +4,009+116.0% | Added |
| Ferguson Wellman Capital Management, Inc | 7,416 | $1.11M | 0.04% | −373−4.8% | Reduced |
| Sageworth Trust Co | 7,416 | $1.11M | 0.09% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 7,409 | $1.11M | 0.02% | 00.0% | Unchanged |
| Investment Management of Virginia LLC | 7,377 | $1.10M | 0.21% | −45−0.6% | Reduced |
| Connecticut Wealth Management, LLC | 7,344 | $1.10M | 0.10% | −289−3.8% | Reduced |
| First Midwest Bank Trust Division | 7,327 | $1.10M | 0.15% | −20−0.3% | Reduced |
| GSB Wealth Management, LLC | 7,216 | $1.08M | 0.34% | −67−0.9% | Reduced |
| Verition Fund Management LLC | 7,201 | $1.08M | 0.02% | +7,201 | New |
| Mission Wealth Management, LP | 7,190 | $1.08M | 0.06% | −758−9.5% | Reduced |
| Jacobi Capital Management LLC | 7,161 | $1.07M | 0.14% | +108+1.5% | Added |
| IBM Retirement Fund | 7,058 | $1.06M | 0.08% | −1,526−17.8% | Reduced |
| Optimal Asset Management, Inc. | 7,049 | $1.05M | 0.12% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 7,012 | $1.05M | 0.01% | +1,799+34.5% | Added |
| Gifford Fong Associates | 7,000 | $1.05M | 0.20% | 00.0% | Unchanged |
| Savant Capital, LLC | 6,980 | $1.04M | 0.04% | +315+4.7% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 6,963 | $1.04M | 0.10% | −3,406−32.8% | Reduced |
| Cerity Partners LLC | 6,909 | $1.03M | 0.02% | −34−0.5% | Reduced |
| Eagle Capital Management LLC | 6,900 | $1.03M | 0.00% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 6,875 | $1.03M | 0.33% | −75−1.1% | Reduced |
| Bailard, Inc. | 6,867 | $1.03M | 0.04% | +21+0.3% | Added |
| Seeyond | 6,770 | $1.01M | 0.09% | +77+1.2% | Added |
| Resources Management Corp | 6,749 | $1.01M | 0.14% | −108−1.6% | Reduced |
| Corsicana & Co. | 6,729 | $1.01M | 0.64% | +6,729 | New |
| Argent Advisors, Inc. | 6,703 | $1.00M | 0.61% | +201+3.1% | Added |
| Academy Capital Management Inc | 6,705 | $1.00M | 0.41% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 6,700 | $1.00M | 0.08% | +150+2.3% | Added |
| Gotham Asset Management, LLC | 6,673 | $999.0K | 0.04% | −1,203−15.3% | Reduced |
| Lazard Asset Management LLC | 6,684 | $999.0K | 0.00% | +2,236+50.3% | Added |
| Pathstone Family Office, LLC | 6,651 | $995.0K | 0.03% | +1,908+40.2% | Added |
| Tocqueville Asset Management L.P. | 6,637 | $994.0K | 0.01% | +65+1.0% | Added |
| Connolly Sarah T. | 6,631 | $993.0K | 0.81% | +112+1.7% | Added |
| Fiduciary Trust Co | 6,622 | $991.0K | 0.02% | +950+16.7% | Added |
| Orrstown Financial Services Inc | 6,507 | $988.0K | 1.43% | −343−5.0% | Reduced |
| Cubic Asset Management, LLC | 6,596 | $987.0K | 0.24% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 6,582 | $985.0K | 0.00% | +5,070+335.3% | Added |
| Vident Investment Advisory, LLC | 6,548 | $981.0K | 0.03% | +3,076+88.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 6,546 | $980.0K | 0.10% | −698−9.6% | Reduced |
| Schmidt P J Investment Management Inc | 6,596 | $975.0K | 0.19% | −100−1.5% | Reduced |
| Bard Financial Services, Inc. | 6,435 | $963.0K | 0.09% | 00.0% | Unchanged |
| Trust Co of Vermont | 6,381 | $955.0K | 0.07% | +909+16.6% | Added |
| Elmwood Wealth Management, Inc. | 6,294 | $942.0K | 0.50% | 00.0% | Unchanged |
| Fifth Third Bancorp | 6,104 | $914.0K | 0.00% | +610+11.1% | Added |
| Ropes Wealth Advisors LLC | 6,070 | $909.0K | 0.14% | +202+3.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,055 | $906.0K | 0.02% | +453+8.1% | Added |
| Dynamic Advisor Solutions LLC | 6,013 | $900.0K | 0.07% | −633−9.5% | Reduced |
| Beacon Pointe Advisors, LLC | 6,008 | $899.0K | 0.03% | +4,365+265.7% | Added |
| BP PLC | 5,966 | $893.0K | 0.04% | −2,632−30.6% | Reduced |
| Ballast, Inc. | 5,925 | $887.0K | 0.37% | +873+17.3% | Added |
| Redpoint Investment Management Pty Ltd | 5,914 | $885.0K | 0.07% | −241−3.9% | Reduced |
| Markston International LLC | 5,894 | $882.0K | 0.54% | −68,409−92.1% | Reduced |
| Institute for Wealth Management, LLC. | 5,888 | $881.0K | 0.15% | +159+2.8% | Added |
| Rosenbaum Jay D. | 5,853 | $875.0K | 1.45% | −55−0.9% | Reduced |
| Banque Cantonale Vaudoise | 5,838 | $874.0K | 0.04% | −686−10.5% | Reduced |
| Busey Wealth Management | 5,776 | $865.0K | 0.04% | −362−5.9% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 5,700 | $853.0K | 0.00% | +5,700 | New |
| Veriti Management LLC | 5,666 | $848.0K | 0.13% | +3,889+218.9% | Added |
| Teza Capital Management LLC | 5,558 | $832.0K | 0.13% | +1,582+39.8% | Added |
| Oak Associates, Ltd | 5,546 | $830.0K | 0.05% | −362−6.1% | Reduced |
| Ieq Capital, LLC | 5,525 | $827.0K | 0.02% | +953+20.8% | Added |
| 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 |
| Allstate Corp | 5,419 | $811.0K | 0.03% | −590−9.8% | Reduced |
| AMG National Trust Bank | 5,403 | $809.0K | 0.03% | 00.0% | Unchanged |
| Arrow Financial Corp | 5,374 | $805.0K | 0.10% | +338+6.7% | Added |
| Investors Asset Management of Georgia Inc | 5,311 | $795.0K | 0.43% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 5,265 | $788.0K | 0.01% | +5,265 | New |
| Thrive Capital Management, LLC | 5,259 | $787.0K | 0.61% | +1,948+58.8% | Added |
| Worldquant Millennium Advisors LLC | 5,206 | $779.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| DuPont Capital Management Corp | 5,136 | $769.0K | 0.02% | +132+2.6% | Added |
| Guyasuta Investment Advisors Inc | 5,112 | $765.0K | 0.06% | −28−0.5% | Reduced |
| Fma Advisory Inc | 5,058 | $757.0K | 0.28% | +152+3.1% | Added |
| Mitchell & Pahl Private Wealth, LLC | 4,939 | $739.0K | 0.53% | −24−0.5% | Reduced |
| Cetera Investment Advisers | 4,919 | $736.0K | 0.01% | −62−1.2% | Reduced |
| Bridges Investment Management Inc | 4,900 | $734.0K | 0.02% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 4,882 | $731.0K | 0.06% | +186+4.0% | Added |
| Corient Capital Partners, LLC | 4,841 | $725.0K | 0.05% | +605+14.3% | 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 |
| HighPoint Advisor Group LLC | 4,811 | $720.0K | 0.07% | +427+9.7% | Added |
| Wealth Quarterback LLC | 4,775 | $715.0K | 0.43% | +4,775 | New |
| Symmetry Partners, LLC | 4,761 | $713.0K | 0.05% | 00.0% | Unchanged |
| 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 |
| 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 |
| Stevens Capital Management LP | 4,628 | $693.0K | 0.20% | +4,628 | New |
| We Are One Seven, LLC | 4,587 | $687.0K | 0.10% | −118−2.5% | Reduced |
| Alpha Paradigm Partners, LLC | 4,544 | $680.0K | 0.26% | +2,160+90.6% | Added |
| Providence Wealth Advisors, LLC | 4,491 | $676.0K | 0.46% | +90+2.0% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 4,506 | $675.0K | 0.03% | +932+26.1% | 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 |
| FineMark National Bank & Trust | 4,472 | $670.0K | 0.03% | +98+2.2% | Added |
| Altium Wealth Management LLC | 4,470 | $669.0K | 0.05% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 4,460 | $668.0K | 0.03% | +46+1.0% | Added |