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 |
|---|---|---|---|---|---|
| Cozad Asset Management Inc | 1,067 | $162.0K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,045 | $162.0K | 0.00% | +212+25.5% | Added |
| Farmers & Merchants Investments Inc | 1,083 | $165.0K | 0.01% | −7,395−87.2% | Reduced |
| Blume Capital Management, Inc. | 1,100 | $167.0K | 0.06% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,096 | $167.0K | 0.02% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 1,105 | $167.0K | 0.03% | +344+45.2% | Added |
| JJJ Advisors Inc. | 1,106 | $168.0K | 0.06% | +234+26.8% | Added |
| Eagle Bay Advisors LLC | 1,127 | $171.0K | 0.10% | +686+155.6% | Added |
| Sonora Investment Management, LLC | 1,175 | $179.0K | 0.02% | 00.0% | Unchanged |
| Laffer Tengler Investments | 1,217 | $185.0K | 0.05% | +1,217 | New |
| Northern Oak Wealth Management Inc | 1,227 | $187.0K | 0.02% | 00.0% | Unchanged |
| Earnest Partners LLC | 1,244 | $189.0K | 0.00% | −18−1.4% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 1,275 | $194.0K | 0.07% | +104+8.9% | Added |
| Clean Yield Group | 1,300 | $198.0K | 0.07% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,300 | $198.0K | 0.02% | 00.0% | Unchanged |
| NorthCoast Asset Management LLC | 1,316 | $200.0K | 0.01% | +1,316 | New |
| Caxton Associates LP | 1,323 | $201.0K | 0.03% | +1,323 | New |
| Pettee Investors, Inc. | 1,322 | $201.0K | 0.09% | +1,322 | New |
| Vantage Consulting Group Inc | 1,321 | $201.0K | 0.04% | +1,321 | New |
| Charter Trust Co | 1,327 | $202.0K | 0.02% | +1,327 | New |
| Bridgewater Advisors Inc. | 1,329 | $202.0K | 0.06% | +1,329 | New |
| Grove Bank & Trust | 1,329 | $202.0K | 0.04% | +1,329 | New |
| Transcend Wealth Collective, LLC | 1,256 | $202.0K | 0.02% | +1,256 | New |
| Snowden Capital Advisors LLC | 1,334 | $202.8K | 0.01% | +1,334 | New |
| Cornell Pochily Investment Advisors, Inc. | 1,339 | $204.0K | 0.09% | −83−5.8% | Reduced |
| Beaumont Financial Partners, LLC | 1,339 | $204.0K | 0.02% | −18−1.3% | Reduced |
| Engineers Gate Manager LP | 1,351 | $205.0K | 0.01% | −227−14.4% | Reduced |
| PrairieView Partners, LLC | 1,350 | $205.0K | 0.03% | +16+1.2% | Added |
| Engine No. 1 LLC | 1,351 | $205.0K | 0.05% | +1,351 | New |
| RMB Capital Management, LLC | 1,352 | $206.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,352 | $206.0K | 0.03% | +6+0.4% | Added |
| Graypoint LLC | 1,353 | $206.0K | 0.03% | +1,353 | New |
| Wedgewood Investors Inc | 1,360 | $207.0K | 0.27% | 00.0% | Unchanged |
| Buckingham Capital Management, Inc. | 1,376 | $209.0K | 0.03% | −850−38.2% | Reduced |
| Sunbelt Securities, Inc. | 1,354 | $212.0K | 0.04% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,397 | $212.0K | 0.03% | +3+0.2% | Added |
| Douglas Lane & Associates, LLC | 1,394 | $212.0K | 0.00% | 00.0% | Unchanged |
| David Loasby | 1,397 | $212.0K | 0.03% | 00.0% | Unchanged |
| Eagle Ridge Investment Management | 1,401 | $213.0K | 0.02% | +1,401 | New |
| Personal Capital Advisors Corp | 1,403 | $213.0K | 0.00% | +1,403 | New |
| Parkside Financial Bank & Trust | 1,411 | $214.0K | 0.06% | +14+1.0% | Added |
| Clearstead Advisors, LLC | 1,407 | $214.0K | 0.02% | +28+2.0% | Added |
| Windsor Capital Management, LLC | 1,412 | $214.0K | 0.07% | +1,412 | New |
| Cypress Capital Management LLC | 1,438 | $215.0K | 0.03% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 1,419 | $216.0K | 0.02% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 1,422 | $216.0K | 0.00% | +78+5.8% | Added |
| Edgestream Partners, L.P. | 1,421 | $216.0K | 0.01% | +1,421 | New |
| Santori & Peters | 1,438 | $218.0K | 0.12% | +2+0.1% | Added |
| Bickling Financial Services, Inc. | 1,443 | $219.0K | 0.11% | +7+0.5% | Added |
| Good Life Advisors, LLC | 1,437 | $219.0K | 0.03% | +22+1.6% | Added |
| One Wealth Advisors, LLC | 1,439 | $219.0K | 0.06% | +1,439 | New |
| Independent Solutions Wealth Management, LLC | 1,444 | $219.5K | 0.05% | +1,444 | New |
| First Nebraska Trust Co | 1,446 | $219.8K | 0.03% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | – | $220.0K | 0.11% | – | – |
| Spinnaker Trust | 1,445 | $220.0K | 0.02% | 00.0% | Unchanged |
| Golden State Equity Partners | 1,445 | $220.0K | 0.09% | +75+5.5% | Added |
| Vigilant Capital Management, LLC | 1,452 | $221.0K | 0.02% | +9+0.6% | Added |
| Cardan Capital Partners, LLC | 1,457 | $221.0K | 0.02% | +57+4.1% | Added |
| Abner Herrman & Brock LLC | 1,453 | $221.0K | 0.03% | +1,453 | New |
| Marino, Stram & Associates LLC | 1,459 | $222.0K | 0.08% | −12,979−89.9% | Reduced |
| TownSquare Capital, LLC | 1,459 | $222.0K | 0.01% | +1,459 | New |
| Atlas Private Wealth Management | 1,466 | $223.0K | 0.14% | −99−6.3% | Reduced |
| Verdence Capital Advisors LLC | 1,479 | $225.0K | 0.03% | −777−34.4% | Reduced |
| Great Valley Advisor Group, Inc. | 1,479 | $225.0K | 0.02% | +2+0.1% | Added |
| Old Port Advisors | 1,459 | $226.0K | 0.08% | −20−1.4% | Reduced |
| All Terrain Financial Advisors, LLC | 1,495 | $227.0K | 0.10% | 00.0% | Unchanged |
| Washington Trust Co | 1,492 | $227.0K | 0.01% | 00.0% | Unchanged |
| Farmers Trust Co | 1,489 | $227.0K | 0.05% | −5−0.3% | Reduced |
| Linscomb & Williams, Inc. | 1,496 | $227.0K | 0.01% | +1,496 | New |
| Sippican Capital Advisors | 1,500 | $228.0K | 0.20% | −25−1.6% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 1,500 | $228.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,510 | $229.5K | 0.03% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 1,522 | $231.0K | 0.12% | −211−12.2% | Reduced |
| Avantax Planning Partners, Inc. | 1,518 | $231.0K | 0.01% | +14+0.9% | Added |
| Wellington Shields & Co., LLC | 1,526 | $232.0K | 0.08% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 1,536 | $233.0K | 0.01% | −69−4.3% | Reduced |
| Heritage Wealth Advisors | 1,535 | $233.3K | 0.01% | +1+0.1% | Added |
| Centaurus Financial, Inc. | 1,548 | $235.0K | 0.02% | +138+9.8% | Added |
| Evergreen Capital Management LLC | 1,553 | $236.0K | 0.01% | +1,553 | New |
| Plante Moran Financial Advisors, LLC | 1,569 | $238.0K | 0.05% | −600−27.7% | Reduced |
| Carroll Financial Associates, Inc. | 1,569 | $238.0K | 0.01% | +11+0.7% | Added |
| Wade G W & Inc | 1,565 | $238.0K | 0.01% | +153+10.8% | Added |
| Mount Yale Investment Advisors, LLC | 1,564 | $238.0K | 0.03% | +1,564 | New |
| Sloy Dahl & Holst, LLC | 1,574 | $239.0K | 0.05% | −45−2.8% | Reduced |
| Flagship Harbor Advisors, LLC | 1,599 | $239.0K | 0.03% | 00.0% | Unchanged |
| Somerville Kurt F | 1,575 | $239.0K | 0.04% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 1,575 | $239.0K | 0.09% | +1,575 | New |
| Randolph Co Inc | 1,577 | $240.0K | 0.03% | 00.0% | Unchanged |
| Private Capital Group, LLC | 1,591 | $242.0K | 0.05% | −3−0.2% | Reduced |
| Sandy Spring Bank | 1,601 | $243.0K | 0.01% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 1,612 | $245.0K | 0.06% | +15+0.9% | Added |
| Delta Asset Management LLC | 1,619 | $246.0K | 0.02% | 00.0% | Unchanged |
| Renaissance Group LLC | 1,626 | $247.0K | 0.01% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 1,631 | $248.0K | 0.04% | +28+1.7% | Added |
| Community Financial Services Group, LLC | 1,638 | $249.0K | 0.07% | 00.0% | Unchanged |
| Shelton Capital Management | 1,654 | $251.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,648 | $251.0K | 0.03% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 1,651 | $251.0K | 0.10% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 1,628 | $252.0K | 0.07% | +8+0.5% | Added |
| Fukoku Mutual Life Insurance Co | 1,660 | $252.0K | 0.02% | +260+18.6% | Added |