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 |
|---|---|---|---|---|---|
| Prio Wealth Limited Partnership | 2,947 | $441.0K | 0.01% | +222+8.1% | Added |
| SkyOak Wealth, LLC | 2,932 | $439.0K | 0.12% | +159+5.7% | Added |
| 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 |
| Harbour Investments, Inc. | 2,877 | $431.0K | 0.01% | −95−3.2% | Reduced |
| Weld Capital Management LLC | 2,865 | $429.0K | 0.43% | +201+7.5% | Added |
| Karpas Strategies, LLC | 2,840 | $425.0K | 0.15% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 2,825 | $423.0K | 0.02% | +161+6.0% | Added |
| Mayfair Advisory Group, LLC | 2,819 | $422.0K | 0.67% | +88+3.2% | Added |
| Carlson Capital Management | 2,802 | $419.0K | 0.06% | −65−2.3% | Reduced |
| Erste Asset Management GmbH | 2,800 | $418.7K | 0.01% | −9,200−76.7% | 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 |
| Mid Atlantic Financial Management Inc | 2,788 | $417.0K | 0.03% | −671−19.4% | Reduced |
| HighMark Wealth Management LLC | 2,778 | $416.0K | 0.31% | −19−0.7% | Reduced |
| Williams Jones Wealth Management, LLC. | 2,754 | $412.0K | 0.01% | +146+5.6% | Added |
| Wedbush Securities Inc | 2,745 | $411.0K | 0.02% | −162−5.6% | Reduced |
| Lincoln National Corp | 2,732 | $409.0K | 0.01% | +167+6.5% | Added |
| Park Avenue Securities LLC | 2,720 | $407.0K | 0.01% | +112+4.3% | Added |
| Cambridge Trust Co | 2,706 | $405.0K | 0.02% | −10−0.4% | Reduced |
| 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 |
| Searle & Co. | 2,673 | $400.0K | 0.16% | 00.0% | Unchanged |
| 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 |
| Associated Banc-Corp | 2,642 | $396.0K | 0.02% | −459−14.8% | Reduced |
| Marcum Wealth, LLC | 2,635 | $394.0K | 0.06% | +14+0.5% | Added |
| Windsor Group LTD | 2,623 | $393.0K | 0.08% | +10.0% | Added |
| Courier Capital LLC | 2,618 | $392.0K | 0.04% | −34−1.3% | Reduced |
| Park National Corp | 2,613 | $391.0K | 0.02% | −387−12.9% | Reduced |
| Appleton Partners Inc | 2,591 | $388.0K | 0.03% | +325+14.3% | Added |
| Fayez Sarofim & Co | 2,585 | $387.0K | 0.00% | −5,682−68.7% | Reduced |
| Donaldson Capital Management, LLC | 2,580 | $386.0K | 0.02% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 2,552 | $382.0K | 0.03% | +164+6.9% | Added |
| Sentry Investment Management LLC | 2,529 | $379.0K | 0.10% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 2,520 | $378.0K | 0.05% | −1,433−36.3% | Reduced |
| Balasa Dinverno & Foltz LLC | 2,526 | $378.0K | 0.03% | −62−2.4% | Reduced |
| Jarislowsky, Fraser Ltd | 2,530 | $378.0K | 0.00% | +390+18.2% | Added |
| Fulcrum Asset Management LLP | – | $372.0K | 0.16% | – | New |
| Alhambra Investment Partners LLC | 2,475 | $371.0K | 0.28% | 00.0% | Unchanged |
| Assetmark, Inc | 2,470 | $370.0K | 0.00% | −34−1.4% | Reduced |
| FinTrust Capital Advisors, LLC | 2,474 | $370.0K | 0.10% | +433+21.2% | Added |
| Prime Capital Investment Advisors, LLC | 2,471 | $370.0K | 0.02% | +2,471 | New |
| Foundation Resource Management Inc | 2,448 | $366.0K | 0.08% | −185−7.0% | Reduced |
| ARGI Investment Services, LLC | 2,444 | $366.0K | 0.01% | −57−2.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,435 | $364.0K | 0.03% | −1,288−34.6% | Reduced |
| Bryn Mawr Trust Co | 2,435 | $364.0K | 0.01% | −25−1.0% | Reduced |
| SeaCrest Wealth Management, LLC | 2,431 | $364.0K | 0.04% | +277+12.9% | Added |
| Advisor OS, LLC | 2,431 | $364.0K | 0.08% | +2,431 | New |
| Moody Lynn & Lieberson, LLC | 2,422 | $363.0K | 0.03% | −10.0% | Reduced |
| First National Bank of South Miami | 2,423 | $362.0K | 0.25% | −248−9.3% | Reduced |
| Clarius Group, LLC | 2,416 | $362.0K | 0.03% | +33+1.4% | Added |
| Waldron Private Wealth LLC | 2,405 | $360.0K | 0.02% | −353−12.8% | Reduced |
| Davis R M Inc | 2,398 | $359.0K | 0.01% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 2,395 | $359.0K | 0.02% | +350+17.1% | Added |
| Boit C F David | 2,400 | $359.0K | 0.27% | +2,400 | New |
| Harbour Capital Advisors, LLC | 2,390 | $358.0K | 0.10% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 2,391 | $358.0K | 0.08% | +216+9.9% | Added |
| Salvus Wealth Management, LLC | 2,354 | $357.0K | 0.30% | −430−15.4% | Reduced |
| Oberweis Asset Management Inc | 2,373 | $355.0K | 0.08% | −67−2.7% | Reduced |
| Resources Investment Advisors, LLC. | 2,328 | $349.0K | 0.01% | −102−4.2% | Reduced |
| Old National Bancorp | 2,326 | $348.0K | 0.01% | +152+7.0% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 2,311 | $346.0K | 0.01% | +145+6.7% | Added |
| First Mercantile Trust Co | 2,300 | $344.0K | 0.04% | −269−10.5% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 2,300 | $344.0K | 0.12% | 00.0% | Unchanged |
| Trust Asset Management LLC | 2,297 | $344.0K | 0.05% | +253+12.4% | Added |
| TCI Wealth Advisors, Inc. | 2,292 | $343.0K | 0.06% | +64+2.9% | Added |
| Kestra Private Wealth Services, LLC | 2,268 | $340.0K | 0.02% | +388+20.6% | Added |
| Verdence Capital Advisors LLC | 2,256 | $338.0K | 0.05% | +2,256 | New |
| Lederer & Associates Investment Counsel | 2,249 | $337.0K | 0.22% | +160+7.7% | Added |
| SNS Financial Group, LLC | 2,244 | $336.0K | 0.04% | −23−1.0% | Reduced |
| V Wealth Advisors LLC | 2,244 | $336.0K | 0.05% | +9+0.4% | Added |
| MJP Associates Inc | 2,234 | $334.0K | 0.11% | +190+9.3% | Added |
| Buckingham Capital Management, Inc. | 2,226 | $333.0K | 0.05% | −115−4.9% | Reduced |
| Equitable Holdings, Inc. | 2,223 | $333.0K | 0.01% | +574+34.8% | Added |
| Eudaimonia Partners, LLC | 2,220 | $332.0K | 0.06% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 2,213 | $331.0K | 0.02% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 2,212 | $331.0K | 0.03% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 2,210 | $331.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 2,210 | $331.0K | 0.03% | +10+0.5% | Added |
| ForthRight Wealth Management, LLC | 2,214 | $331.0K | 0.21% | +314+16.5% | Added |
| River Wealth Advisors LLC | 2,191 | $328.0K | 0.06% | 00.0% | Unchanged |
| Quantitative Value Technologies, LLC | 2,185 | $327.0K | 0.54% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 2,186 | $327.0K | 0.07% | +5+0.2% | Added |
| First Citizens Bank & Trust Co | 2,171 | $325.0K | 0.02% | −10−0.5% | Reduced |
| Grimes & Company, Inc. | 2,170 | $325.0K | 0.01% | +73+3.5% | Added |
| Formidable Asset Management, LLC | 2,110 | $325.0K | 0.07% | +428+25.4% | Added |
| Plante Moran Financial Advisors, LLC | 2,169 | $325.0K | 0.08% | +600+38.2% | Added |
| Corbett Road Capital Management, LLC | 2,167 | $324.0K | 0.57% | +2,167 | New |
| Doyle Wealth Management | 2,151 | $322.0K | 0.03% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 2,121 | $318.0K | 0.14% | −42−1.9% | Reduced |
| Defined Wealth Management, LLC | 2,121 | $318.0K | 0.28% | −40−1.9% | Reduced |
| Keystone Financial Group | 2,124 | $318.0K | 0.06% | 00.0% | Unchanged |
| Valley Brook Capital Group | 2,127 | $318.0K | 0.30% | 00.0% | Unchanged |
| Smith, Moore & Co. | 2,125 | $318.0K | 0.05% | +120+6.0% | Added |
| Coastal Bridge Advisors, LLC | 2,119 | $317.0K | 0.06% | +164+8.4% | Added |
| Intercontinental Wealth Advisors, LLC | 2,112 | $316.0K | 0.06% | +5+0.2% | Added |
| Ballentine Partners, LLC | 2,097 | $315.0K | 0.01% | −52−2.4% | Reduced |