Travelers Companies, Inc.

TRV

Exchange: NYSE
Industry: Fire, Marine & Casualty Insurance
SEC CIK: 0000086312

SEC filings (opens in a new tab)

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, Q3 2021

Institutional positions in Travelers Companies, Inc. as of Sep 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: 1,137; +15 vs. Q2 2021
Shares held: 204.3M; −4.23M (−2.0%) vs. Q2 2021
Total value: $31.1B; +$341.9M (+1.1%) vs. Q2 2021
New holders: 92; 405 more added
Sold out: 77; 369 more reduced

16 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2021: 1,137 institutions

Value heldQ3 2021: $31.1B

Institutions holding TRV and their total value by quarter
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, Q3 2021

Shares, value and share of portfolio for each institution holding Travelers Companies, Inc.; share changes are against Q2 2021.

Institutions holding TRV in Q3 2021
Institution	Shares	Value	% of portfolio	Change in shares	Action
NVWM, LLC	1	$0	0.00%	00.0%	Unchanged
WestEnd Advisors, LLC	–	$456	0.00%	–	–
Tanaka Capital Management Inc	6	$1.00K	0.00%	00.0%	Unchanged
Transamerica Financial Advisors, Inc.	5	$1.00K	0.03%	00.0%	Unchanged
Edge Wealth Management LLC	4	$1.00K	0.00%	00.0%	Unchanged
Old North State Trust, LLC	7	$1.00K	0.00%	00.0%	Unchanged
TFC Financial Management	7	$1.00K	0.00%	00.0%	Unchanged
Sittner & Nelson, LLC	8	$1.00K	0.00%	00.0%	Unchanged
Covington Capital Management	6	$1.00K	0.00%	+6	New
Addison Advisors LLC	6	$1.00K	0.00%	+6	New
Howe & Rusling Inc	12	$2.00K	0.00%	00.0%	Unchanged
Front Row Advisors LLC	12	$2.00K	0.00%	00.0%	Unchanged
Iron Horse Wealth Management, LLC	16	$2.00K	0.00%	00.0%	Unchanged
McClarren Financial Advisors, Inc.	16	$2.00K	0.00%	00.0%	Unchanged
Atlas Private Wealth Advisors	22	$3.00K	0.00%	−19−46.3%	Reduced
Cordasco Financial Network	19	$3.00K	0.00%	00.0%	Unchanged
Private Ocean, LLC	22	$3.00K	0.00%	00.0%	Unchanged
Larson Financial Group LLC	23	$3.00K	0.00%	00.0%	Unchanged
McCarthy Asset Management, Inc.	21	$3.00K	0.00%	00.0%	Unchanged
True Link Financial Advisors, LLC	17	$3.00K	0.00%	00.0%	Unchanged
Creative Financial Designs Inc	29	$4.00K	0.00%	00.0%	Unchanged
Consolidated Planning Corp	24	$4.00K	0.00%	+24	New
Brown Brothers Harriman & Co	34	$5.00K	0.00%	00.0%	Unchanged
Truvestments Capital LLC	34	$5.00K	0.00%	00.0%	Unchanged
Concord Wealth Partners	42	$6.00K	0.00%	−100−70.4%	Reduced
Column Capital Advisors, LLC	41	$6.00K	0.00%	−4−8.9%	Reduced
NewSquare Capital LLC	41	$6.00K	0.00%	00.0%	Unchanged
SRS Capital Advisors, Inc.	39	$6.00K	0.00%	00.0%	Unchanged
Center for Financial Planning, Inc.	41	$6.00K	0.00%	00.0%	Unchanged
BBVA USA	44	$7.00K	0.00%	−91−67.4%	Reduced
Massmutual Trust Co FSB	48	$7.00K	0.00%	−7−12.7%	Reduced
Rockbridge Investment Management, LCC	46	$7.00K	0.00%	00.0%	Unchanged
Versant Capital Management, Inc	43	$7.00K	0.00%	00.0%	Unchanged
Cranbrook Wealth Management, LLC	49	$7.00K	0.00%	+15+44.1%	Added
Kozak & Associates, Inc.	43	$7.00K	0.00%	+43	New
Robbins Farley LLC	44	$7.00K	0.01%	+44	New
Mizuho Securities Co. Ltd.	50	$8.00K	0.00%	−18−26.5%	Reduced
Financial Management Professionals, Inc.	53	$8.00K	0.00%	+2+3.9%	Added
First Bank & Trust	53	$8.00K	0.00%	00.0%	Unchanged
Liberty Wealth Management LLC	48	$8.00K	0.00%	+24+100.0%	Added
Ogorek Anthony Joseph	60	$9.00K	0.00%	00.0%	Unchanged
Benson Investment Management Company, Inc.	56	$9.00K	0.00%	00.0%	Unchanged
Smith Group Asset Management, LLC	60	$9.00K	0.00%	+60	New
CVA Family Office, LLC	89	$10.0K	0.01%	−262−74.6%	Reduced
Carolinas Wealth Consulting LLC	66	$10.0K	0.00%	+1+1.5%	Added
Freedman Financial Associates, Inc.	64	$10.0K	0.01%	00.0%	Unchanged
Global Trust Asset Management, LLC	63	$10.0K	0.00%	00.0%	Unchanged
Laurel Wealth Planning LLC	68	$10.0K	0.01%	+26+61.9%	Added
Wagner Wealth Management, LLC	64	$10.0K	0.01%	+32+100.0%	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
North Star Investment Management Corp.	70	$11.0K	0.00%	+4+6.1%	Added
Resolute Partners Group	74	$11.0K	0.00%	+6+8.8%	Added
Clear Perspectives Financial Planning, LLC	70	$11.0K	0.00%	00.0%	Unchanged
Syverson Strege & Co	74	$11.0K	0.01%	+74	New
Coastal Capital Group, Inc.	77	$12.0K	0.00%	00.0%	Unchanged
Albion Financial Group	76	$12.0K	0.00%	00.0%	Unchanged
Cutler Group LP	84	$12.0K	0.00%	+84	New
Toth Financial Advisory Corp	85	$13.0K	0.00%	00.0%	Unchanged
Norway Savings Bank	83	$13.0K	0.01%	+44+112.8%	Added
Gerber Kawasaki Wealth & Investment Management	89	$13.0K	0.00%	+89	New
Archer Investment Corp	91	$13.8K	0.01%	+91	New
Holloway Wealth Management, LLC	–	$14.0K	0.00%	–	–
Walled Lake Planning & Wealth Management, LLC	92	$14.0K	0.01%	00.0%	Unchanged
Motco	100	$15.0K	0.00%	−35−25.9%	Reduced
Barrett Asset Management, LLC	100	$15.0K	0.00%	00.0%	Unchanged
Burleson & Company, LLC	106	$16.0K	0.00%	00.0%	Unchanged
Riggs Asset Managment Co. Inc.	115	$17.0K	0.01%	00.0%	Unchanged
Legacy Bridge, LLC	110	$17.0K	0.01%	00.0%	Unchanged
SOA Wealth Advisors, LLC.	113	$17.0K	0.00%	+19+20.2%	Added
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
Tradewinds Capital Management, LLC	123	$19.0K	0.00%	−70−36.3%	Reduced
Security National Trust Co	129	$19.0K	0.00%	00.0%	Unchanged
MCF Advisors LLC	122	$19.0K	0.00%	+5+4.3%	Added
Country Trust Bank	128	$19.0K	0.00%	+22+20.8%	Added
Cribstone Capital Management, LLC	130	$20.0K	0.01%	00.0%	Unchanged
Simon Quick Advisors, LLC	135	$20.0K	0.01%	+128+1,828.6%	Added
Laurel Wealth Advisors LLC	138	$21.0K	0.00%	00.0%	Unchanged
Trust Co	144	$22.0K	0.01%	00.0%	Unchanged
Carmichael Hill & Associates, Inc.	144	$22.0K	0.01%	00.0%	Unchanged
Newbridge Financial Services Group, Inc.	151	$23.0K	0.01%	00.0%	Unchanged
Birch Capital Management, LLC	150	$23.0K	0.02%	00.0%	Unchanged
RWM Asset Management, LLC	150	$23.0K	0.00%	+150	New
Arlington Partners LLC	160	$24.0K	0.01%	00.0%	Unchanged
Interactive Financial Advisors	158	$24.0K	0.01%	00.0%	Unchanged
US Asset Management LLC	155	$24.0K	0.02%	+155	New
Brewin Dolphin Ltd	171	$26.0K	0.00%	00.0%	Unchanged
Hexagon Capital Partners LLC	173	$26.0K	0.01%	00.0%	Unchanged
Westside Investment Management, Inc.	183	$27.0K	0.00%	00.0%	Unchanged
Cedar Mountain Advisors, LLC	185	$28.0K	0.01%	00.0%	Unchanged
Bellevue Asset Management, LLC	180	$28.0K	0.02%	00.0%	Unchanged
Loomis Sayles & Co L P	193	$29.0K	0.00%	00.0%	Unchanged
Ellevest, Inc.	191	$29.0K	0.00%	−1−0.5%	Reduced
Wolff Wiese Magana LLC	187	$29.0K	0.02%	00.0%	Unchanged
Capital Analysts, LLC	192	$29.0K	0.00%	+165+611.1%	Added
Godsey & Gibb Associates	189	$29.0K	0.01%	+189	New
Raffa Wealth Management, LLC	197	$29.9K	0.01%	00.0%	Unchanged
Baldrige Asset Management LLC	200	$30.0K	0.01%	00.0%	Unchanged
Herold Advisors, Inc.	200	$30.0K	0.01%	+200	New