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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 200 | $30.4K | 0.04% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 200 | $30.5K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 202 | $31.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 209 | $32.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 200 | $32.0K | 0.02% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 221 | $34.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 226 | $34.4K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 231 | $35.0K | 0.02% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 230 | $35.0K | 0.01% | +230 | New |
| West Paces Advisors Inc. | 242 | $36.8K | 0.01% | −514−68.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 242 | $37.0K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 248 | $38.0K | 0.00% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 250 | $38.0K | 0.02% | +250 | New |
| Bourgeon Capital Management LLC | 254 | $39.0K | 0.01% | +2+0.8% | Added |
| Crewe Advisors LLC | 257 | $39.0K | 0.01% | 00.0% | Unchanged |
| Kings Point Capital Management | 262 | $40.0K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 278 | $42.0K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 279 | $42.0K | 0.01% | 00.0% | Unchanged |
| Vestor Capital, LLC | 275 | $42.0K | 0.00% | 00.0% | Unchanged |
| Filbrandt Wealth Management, LLC | 280 | $43.0K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 290 | $44.1K | 0.02% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 298 | $45.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 297 | $45.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 304 | $46.0K | 0.01% | +304 | New |
| Hudock, Inc. | 310 | $47.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 315 | $48.0K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 338 | $51.0K | 0.02% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 336 | $51.0K | 0.00% | +336 | New |
| Central Bank & Trust Co | 340 | $52.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 362 | $55.0K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 360 | $55.0K | 0.05% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 382 | $58.0K | 0.01% | +382 | New |
| Fieldpoint Private Securities, LLC | 391 | $59.0K | 0.01% | +79+25.3% | Added |
| Prentice Wealth Management LLC | 400 | $61.0K | 0.03% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 415 | $63.0K | 0.07% | −616−59.7% | Reduced |
| Mercer Capital Advisers, Inc. | 412 | $63.0K | 0.03% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 437 | $66.0K | 0.04% | +3+0.7% | Added |
| Lee Financial Co | 434 | $66.0K | 0.01% | +35+8.8% | Added |
| Meridian Wealth Partners, LLC | 430 | $66.0K | 0.01% | +430 | New |
| IMA Wealth, Inc. | 451 | $69.0K | 0.02% | 00.0% | Unchanged |
| Gradient Investments LLC | 458 | $70.0K | 0.00% | −6−1.3% | Reduced |
| First Command Bank | 467 | $71.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 467 | $71.0K | 0.01% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 465 | $71.0K | 0.02% | +435+1,450.0% | Added |
| First Financial Corp | 471 | $72.0K | 0.05% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 476 | $72.0K | 0.01% | +2+0.4% | Added |
| Charter Oak Capital Management, LLC | 477 | $73.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 501 | $76.0K | 0.02% | 00.0% | Unchanged |
| Accel Wealth Management | 503 | $76.0K | 0.05% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 515 | $78.0K | 0.09% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 514 | $78.0K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 514 | $78.0K | 0.01% | +108+26.6% | Added |
| HHM Wealth Advisors, LLC | 528 | $80.0K | 0.02% | −125−19.1% | Reduced |
| Baystate Wealth Management LLC | 524 | $80.0K | 0.01% | +2+0.4% | Added |
| Institutional & Family Asset Management, LLC | 536 | $81.0K | 0.01% | +28+5.5% | Added |
| O'Dell Group, LLC | 538 | $82.0K | 0.03% | +538 | New |
| Jackson, Grant Investment Advisers, Inc. | 577 | $88.0K | 0.04% | +2+0.3% | Added |
| Bray Capital Advisors | 596 | $91.0K | 0.02% | +96+19.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 598 | $91.0K | 0.01% | +292+95.4% | Added |
| Peoples Financial Services Corp. | 609 | $92.0K | 0.04% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 614 | $93.0K | 0.03% | +614 | New |
| First Personal Financial Services | 617 | $94.0K | 0.02% | −50−7.5% | Reduced |
| Dougherty Wealth Advisers LLC | 628 | $95.0K | 0.14% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 623 | $95.0K | 0.01% | +47+8.2% | Added |
| Lenox Wealth Advisors, LLC | 653 | $99.0K | 0.01% | −11−1.7% | Reduced |
| Monetary Management Group Inc | 650 | $99.0K | 0.03% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 665 | $101.0K | 0.02% | +26+4.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 670 | $102.0K | 0.02% | +64+10.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 700 | $106.0K | 0.00% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 700 | $106.0K | 0.03% | +700 | New |
| Tobam | 710 | $108.0K | 0.00% | −257−26.6% | Reduced |
| City Holding Co | 714 | $109.0K | 0.02% | 00.0% | Unchanged |
| Adirondack Trust Co | 680 | $109.0K | 0.05% | 00.0% | Unchanged |
| Valley National Advisers Inc | 725 | $110.0K | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 733 | $111.4K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 739 | $112.0K | 0.03% | 00.0% | Unchanged |
| Field & Main Bank | 743 | $113.0K | 0.07% | 00.0% | Unchanged |
| FourThought Financial, LLC | 774 | $117.0K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 795 | $121.0K | 0.02% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 815 | $124.0K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 840 | $127.7K | 0.04% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 1,180 | $128.0K | 0.00% | +1,151+3,969.0% | Added |
| Pflug Koory, LLC | 857 | $130.0K | 0.07% | −170−16.6% | Reduced |
| Mascoma Wealth Management LLC | 857 | $130.0K | 0.05% | +857 | New |
| Blue Chip Partners, Inc. | 864 | $131.0K | 0.02% | +4+0.5% | Added |
| Ironwood Financial, llc | 887 | $135.0K | 0.04% | +79+9.8% | Added |
| Zions Bancorporation, N.A. | 890 | $135.0K | 0.01% | +525+143.8% | Added |
| Arkadios Wealth Advisors | 895 | $136.0K | 0.02% | −512−36.4% | Reduced |
| Jones Financial Companies LLLP | 909 | $138.0K | 0.00% | −320−26.0% | Reduced |
| Tompkins Financial Corp | 904 | $138.0K | 0.03% | +904 | New |
| Estabrook Capital Management | 910 | $138.3K | 0.02% | −6−0.7% | Reduced |
| JFS Wealth Advisors, LLC | 912 | $139.0K | 0.01% | +594+186.8% | Added |
| Logan Capital Management Inc | 950 | $144.0K | 0.01% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 963 | $146.0K | 0.01% | −27−2.7% | Reduced |
| Lindbrook Capital, LLC | 982 | $149.0K | 0.04% | −11−1.1% | Reduced |
| Cahill Financial Advisors Inc | 978 | $149.0K | 0.03% | +978 | New |
| Truehand, Inc | 1,000 | $152.0K | 0.09% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 997 | $152.0K | 0.17% | 00.0% | Unchanged |
| Key Financial Inc | 1,036 | $157.0K | 0.09% | +15+1.5% | Added |
| State of Wyoming | 1,043 | $158.0K | 0.10% | +252+31.9% | Added |