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 |
|---|---|---|---|---|---|
| Johnson Investment Counsel Inc | 2,097 | $314.0K | 0.00% | +50+2.4% | Added |
| Prelude Capital Management, LLC | 2,082 | $312.0K | 0.02% | +2,082 | New |
| Toroso Investments, LLC | 2,059 | $308.0K | 0.01% | −916−30.8% | Reduced |
| Paloma Partners Management Co | 2,030 | $304.0K | 0.01% | −17,060−89.4% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 2,033 | $304.0K | 0.16% | −41−2.0% | Reduced |
| Edge Capital Group, LLC | 2,023 | $303.0K | 0.02% | −504−19.9% | Reduced |
| Burke & Herbert Bank & Trust Co | 2,014 | $301.0K | 0.19% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 2,003 | $300.0K | 0.13% | +2,003 | New |
| TAP Consulting, LLC | 2,000 | $299.0K | 0.08% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 2,000 | $299.0K | 0.51% | +2,000 | New |
| D L Carlson Investment Group Inc | 1,967 | $294.0K | 0.05% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,959 | $293.3K | 0.11% | 00.0% | Unchanged |
| Marco Investment Management LLC | 1,935 | $290.0K | 0.03% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 1,930 | $289.0K | 0.05% | −175−8.3% | Reduced |
| Mountain Pacific Investment Advisers Inc | 1,930 | $289.0K | 0.02% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 1,930 | $289.0K | 0.02% | +39+2.1% | Added |
| Alera Investment Advisors, LLC | 1,920 | $287.0K | 0.09% | +135+7.6% | Added |
| Whalerock Point Partners, LLC | 1,915 | $286.7K | 0.11% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 1,883 | $286.0K | 0.28% | +1,883 | New |
| Echo Street Capital Management LLC | 1,905 | $285.0K | 0.00% | +1,905 | New |
| Boston Family Office LLC | 1,900 | $284.0K | 0.02% | −100−5.0% | Reduced |
| Investors Research Corp | 1,874 | $281.0K | 0.10% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 1,853 | $281.0K | 0.02% | −5−0.3% | Reduced |
| Modera Wealth Management, LLC | 1,872 | $280.0K | 0.02% | +29+1.6% | Added |
| Stockman Wealth Management, Inc. | 1,862 | $279.0K | 0.07% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 1,858 | $278.0K | 0.07% | 00.0% | Unchanged |
| Essex Savings Bank | 1,736 | $277.0K | 0.11% | −77−4.2% | Reduced |
| Advisors Management Group Inc | 1,839 | $275.0K | 0.08% | 00.0% | Unchanged |
| Stillwater Investment Management, LLC | 1,837 | $275.0K | 0.07% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 1,828 | $274.0K | 0.01% | −736−28.7% | Reduced |
| South State Corp. | 1,832 | $274.0K | 0.02% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 1,829 | $274.0K | 0.02% | +282+18.2% | Added |
| Gryphon Financial Partners LLC | 1,909 | $273.0K | 0.06% | +25+1.3% | Added |
| Nwam LLC | 1,821 | $273.0K | 0.03% | −8−0.4% | Reduced |
| Wintrust Investments LLC | 1,815 | $272.0K | 0.03% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 1,791 | $268.0K | 0.17% | +12+0.7% | Added |
| Exchange Traded Concepts, LLC | 1,789 | $268.0K | 0.01% | +1,789 | New |
| Neville Rodie & Shaw Inc | 1,775 | $266.0K | 0.02% | −75−4.1% | Reduced |
| Great Point Wealth Advisors, LLC | 1,775 | $266.0K | 0.09% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 1,770 | $265.0K | 0.01% | +21+1.2% | Added |
| Fiduciary Group LLC | 1,768 | $264.0K | 0.03% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,760 | $264.0K | 0.01% | −15−0.8% | Reduced |
| Aptus Capital Advisors, LLC | 1,760 | $263.0K | 0.01% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 1,743 | $261.0K | 0.01% | −1,001−36.5% | Reduced |
| Tdam USA Inc. | 1,752 | $261.0K | 0.02% | −2−0.1% | Reduced |
| Leavell Investment Management, Inc. | 1,727 | $260.0K | 0.02% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 1,733 | $259.0K | 0.14% | 00.0% | Unchanged |
| United Bank | 1,719 | $257.0K | 0.03% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 1,704 | $255.0K | 0.05% | −4,455−72.3% | Reduced |
| Tiemann Investment Advisors, LLC | 1,692 | $253.0K | 0.12% | −99−5.5% | Reduced |
| Pavion Blue Capital, LLC | 1,688 | $253.0K | 0.16% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 1,688 | $253.0K | 0.00% | +1,688 | New |
| 9258 Wealth Management, LLC | 1,668 | $250.0K | 0.07% | +319+23.6% | Added |
| Shelton Capital Management | 1,654 | $248.0K | 0.01% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 1,654 | $248.0K | 0.02% | +1,654 | New |
| Harbor Investment Advisory, LLC | 1,648 | $247.0K | 0.03% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 1,651 | $247.0K | 0.10% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 1,638 | $245.0K | 0.07% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 1,632 | $244.0K | 0.02% | −4−0.2% | Reduced |
| Advisors Capital Management, LLC | 1,632 | $244.0K | 0.01% | +71+4.5% | Added |
| Renaissance Group LLC | 1,626 | $243.0K | 0.01% | −352−17.8% | Reduced |
| Orion Portfolio Solutions, LLC | 1,625 | $243.0K | 0.01% | +255+18.6% | Added |
| Northwest Quadrant Wealth Management, LLC | 1,620 | $242.0K | 0.07% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,619 | $242.0K | 0.02% | 00.0% | Unchanged |
| Sloy Dahl & Holst, LLC | 1,619 | $242.0K | 0.03% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 1,601 | $241.0K | 0.03% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,601 | $240.0K | 0.01% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 1,605 | $240.0K | 0.01% | +2+0.1% | Added |
| Main Street Financial Solutions, LLC | 1,603 | $240.0K | 0.04% | +3+0.2% | Added |
| Bell Bank | 1,603 | $240.0K | 0.03% | +1,603 | New |
| Procyon Private Wealth Partners, LLC | 1,597 | $239.0K | 0.07% | +4+0.3% | Added |
| Private Capital Group, LLC | 1,594 | $239.0K | 0.05% | +28+1.8% | Added |
| Tokio Marine Asset Management Co Ltd | 1,598 | $239.0K | 0.02% | +79+5.2% | Added |
| Flagship Harbor Advisors, LLC | 1,599 | $239.0K | 0.03% | +171+12.0% | Added |
| Engineers Gate Manager LP | 1,578 | $236.0K | 0.02% | −1,564−49.8% | Reduced |
| Somerville Kurt F | 1,575 | $236.0K | 0.04% | 00.0% | Unchanged |
| Randolph Co Inc | 1,577 | $236.0K | 0.03% | 00.0% | Unchanged |
| Brendel Financial Advisors LLC | 1,570 | $235.0K | 0.13% | −4,860−75.6% | Reduced |
| Atlas Private Wealth Management | 1,565 | $234.0K | 0.14% | −535−25.5% | Reduced |
| Carroll Financial Associates, Inc. | 1,558 | $233.0K | 0.01% | −204−11.6% | Reduced |
| Lake Street Advisors Group, LLC | 1,474 | $231.0K | 0.02% | −37−2.4% | Reduced |
| Heritage Wealth Advisors | 1,534 | $229.7K | 0.01% | +1+0.1% | Added |
| Old Port Advisors | 1,479 | $229.0K | 0.08% | −195−11.6% | Reduced |
| Wellington Shields & Co., LLC | 1,526 | $228.0K | 0.08% | 00.0% | Unchanged |
| Sippican Capital Advisors | 1,525 | $228.0K | 0.20% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,510 | $226.1K | 0.03% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 1,506 | $225.0K | 0.01% | −2,003−57.1% | Reduced |
| Avantax Planning Partners, Inc. | 1,504 | $225.0K | 0.01% | −100−6.2% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 1,500 | $225.0K | 0.01% | +1,500 | New |
| Quantbot Technologies LP | 1,507 | $225.0K | 0.02% | +1,507 | New |
| All Terrain Financial Advisors, LLC | 1,495 | $224.0K | 0.11% | 00.0% | Unchanged |
| Farmers Trust Co | 1,494 | $223.0K | 0.05% | −55−3.6% | Reduced |
| Washington Trust Co | 1,492 | $223.0K | 0.01% | +1+0.1% | Added |
| Sugarloaf Wealth Management, LLC | 1,484 | $222.0K | 0.06% | +7+0.5% | Added |
| Sequoia Financial Advisors, LLC | 1,482 | $222.0K | 0.01% | +1,482 | New |
| Great Valley Advisor Group, Inc. | 1,477 | $221.0K | 0.02% | +23+1.6% | Added |
| First Nebraska Trust Co | 1,446 | $216.5K | 0.03% | 00.0% | Unchanged |
| Spinnaker Trust | 1,445 | $216.0K | 0.02% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 1,443 | $216.0K | 0.02% | +206+16.7% | Added |
| Cypress Capital Management LLC | 1,438 | $215.0K | 0.03% | −35−2.4% | Reduced |