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 |
|---|---|---|---|---|---|
| Latitude Advisors, LLC | 1,658 | $252.0K | 0.08% | +1,658 | New |
| Tiemann Investment Advisors, LLC | 1,693 | $257.0K | 0.12% | +1+0.1% | Added |
| Pavion Blue Capital, LLC | 1,688 | $257.0K | 0.16% | 00.0% | Unchanged |
| Thomasville National Bank | 1,708 | $260.0K | 0.03% | −982−36.5% | Reduced |
| United Bank | 1,719 | $261.0K | 0.03% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 1,727 | $262.0K | 0.02% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 1,743 | $265.0K | 0.01% | −85−4.6% | Reduced |
| Van Eck Associates Corp | 1,743 | $265.0K | 0.00% | +337+24.0% | Added |
| Aptus Capital Advisors, LLC | 1,760 | $268.0K | 0.01% | 00.0% | Unchanged |
| Fiduciary Group LLC | 1,678 | $269.0K | 0.03% | −90−5.1% | Reduced |
| Lido Advisors, LLC | 1,776 | $269.0K | 0.01% | +372+26.5% | Added |
| D L Carlson Investment Group Inc | 1,777 | $270.0K | 0.05% | −190−9.7% | Reduced |
| Neville Rodie & Shaw Inc | 1,775 | $270.0K | 0.02% | 00.0% | Unchanged |
| Great Point Wealth Advisors, LLC | 1,775 | $270.0K | 0.09% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 1,793 | $273.0K | 0.00% | −17,468−90.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 1,796 | $273.0K | 0.02% | +198+12.4% | Added |
| Essex Savings Bank | 1,723 | $275.0K | 0.10% | −13−0.7% | Reduced |
| Ridgewood Investments LLC | 1,822 | $277.0K | 0.19% | −2,331−56.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 1,821 | $277.0K | 0.02% | −650−26.3% | Reduced |
| South State Corp. | 1,832 | $278.0K | 0.02% | 00.0% | Unchanged |
| Nwam LLC | 1,831 | $278.0K | 0.03% | +10+0.5% | Added |
| Ridgecrest Wealth Partners, LLC | 1,827 | $278.0K | 0.15% | +36+2.0% | Added |
| Stillwater Investment Management, LLC | 1,838 | $279.0K | 0.07% | +1+0.1% | Added |
| Advisors Management Group Inc | 1,839 | $280.0K | 0.09% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 1,841 | $280.0K | 0.07% | −68−3.6% | Reduced |
| Peak Asset Management, LLC | 1,858 | $282.0K | 0.07% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 1,862 | $283.0K | 0.06% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 1,872 | $285.0K | 0.02% | +19+1.0% | Added |
| Investors Research Corp | 1,874 | $285.0K | 0.10% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 1,886 | $287.0K | 0.08% | +218+13.1% | Added |
| Warther Private Wealth, LLC | 1,896 | $289.0K | 0.26% | +13+0.7% | Added |
| Boston Family Office LLC | 1,900 | $289.0K | 0.02% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 1,915 | $291.0K | 0.11% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 1,920 | $292.0K | 0.09% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 1,930 | $293.0K | 0.02% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 1,930 | $293.0K | 0.05% | 00.0% | Unchanged |
| Marco Investment Management LLC | 1,935 | $294.0K | 0.03% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 1,953 | $297.0K | 0.05% | +592+43.5% | Added |
| Sutton Wealth Advisors Inc. | 1,956 | $297.3K | 0.11% | −3−0.2% | Reduced |
| Integrated Advisors Network LLC | 1,962 | $298.0K | 0.02% | +32+1.7% | Added |
| Orion Portfolio Solutions, LLC | 1,977 | $300.0K | 0.01% | +352+21.7% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,983 | $301.0K | 0.17% | −50−2.5% | Reduced |
| First National Corp | 1,988 | $302.0K | 0.07% | +1,988 | New |
| Bayesian Capital Management, LP | 1,998 | $304.0K | 0.09% | −7,768−79.5% | Reduced |
| TAP Consulting, LLC | 2,000 | $304.0K | 0.08% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2,004 | $305.0K | 0.01% | +2,004 | New |
| Burke & Herbert Bank & Trust Co | 2,014 | $306.0K | 0.20% | 00.0% | Unchanged |
| First Mercantile Trust Co | 2,089 | $317.0K | 0.04% | −211−9.2% | Reduced |
| International Assets Investment Management, LLC | 2,110 | $321.0K | 0.06% | +2,110 | New |
| Defined Wealth Management, LLC | 2,121 | $322.0K | 0.29% | 00.0% | Unchanged |
| Smith, Moore & Co. | 2,125 | $323.0K | 0.05% | 00.0% | Unchanged |
| Keystone Financial Group | 2,124 | $323.0K | 0.06% | 00.0% | Unchanged |
| Valley Brook Capital Group | 2,127 | $323.0K | 0.32% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 2,122 | $323.0K | 0.07% | +3+0.1% | Added |
| Gsa Capital Partners LLP | 2,125 | $323.0K | 0.03% | +2,125 | New |
| Jarislowsky, Fraser Ltd | 2,140 | $325.0K | 0.00% | −390−15.4% | Reduced |
| Formidable Asset Management, LLC | 2,137 | $325.0K | 0.06% | +27+1.3% | Added |
| Doyle Wealth Management | 2,151 | $327.0K | 0.03% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 2,160 | $328.0K | 0.01% | −275−11.3% | Reduced |
| Apollon Wealth Management, LLC | 2,157 | $328.0K | 0.04% | +2,157 | New |
| Altfest L J & Co Inc | 2,171 | $330.0K | 0.07% | −15−0.7% | Reduced |
| First Citizens Bank & Trust Co | 2,171 | $330.0K | 0.02% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 2,170 | $330.0K | 0.01% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 2,168 | $330.0K | 0.01% | +71+3.4% | Added |
| V Wealth Advisors LLC | 2,200 | $334.0K | 0.05% | −44−2.0% | Reduced |
| Trustcore Financial Services, LLC | 2,200 | $334.0K | 0.03% | −10−0.5% | Reduced |
| Sentry Investment Management LLC | 2,207 | $335.0K | 0.10% | −322−12.7% | Reduced |
| Cobblestone Capital Advisors LLC | 2,213 | $336.0K | 0.02% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 2,212 | $336.0K | 0.03% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 2,210 | $336.0K | 0.00% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 2,218 | $337.0K | 0.01% | −2,918−56.8% | Reduced |
| Eudaimonia Partners, LLC | 2,220 | $337.0K | 0.06% | 00.0% | Unchanged |
| ForthRight Wealth Management, LLC | 2,214 | $337.0K | 0.20% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 2,217 | $337.0K | 0.08% | +850+62.2% | Added |
| Kestra Private Wealth Services, LLC | 2,221 | $338.0K | 0.02% | −47−2.1% | Reduced |
| Intercontinental Wealth Advisors, LLC | 2,227 | $339.0K | 0.08% | +115+5.4% | Added |
| Stock Yards Bank & Trust Co | 2,235 | $340.0K | 0.02% | −160−6.7% | Reduced |
| SNS Financial Group, LLC | 2,244 | $341.0K | 0.04% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 2,258 | $343.0K | 0.00% | +161+7.7% | Added |
| Laurel Wealth Advisors, Inc. | 2,292 | $348.0K | 0.06% | −402−14.9% | Reduced |
| Financial Advisory Service, Inc. | 2,293 | $349.0K | 0.03% | +639+38.6% | Added |
| Shepherd Kaplan Krochuk, LLC | 2,300 | $350.0K | 0.13% | 00.0% | Unchanged |
| Old National Bancorp | 2,311 | $351.0K | 0.01% | −15−0.6% | Reduced |
| TCI Wealth Advisors, Inc. | 2,307 | $351.0K | 0.06% | +15+0.7% | Added |
| Mid Atlantic Financial Management Inc | 2,315 | $352.0K | 0.02% | −473−17.0% | Reduced |
| Assetmark, Inc | 2,322 | $353.0K | 0.00% | −148−6.0% | Reduced |
| MJP Associates Inc | 2,324 | $353.0K | 0.12% | +90+4.0% | Added |
| Salvus Wealth Management, LLC | 2,329 | $354.0K | 0.29% | −25−1.1% | Reduced |
| Equitable Holdings, Inc. | 2,326 | $354.0K | 0.01% | +103+4.6% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 2,336 | $355.0K | 0.01% | +25+1.1% | Added |
| Evermay Wealth Management LLC | 2,340 | $356.0K | 0.07% | −1,555−39.9% | Reduced |
| First National Bank of South Miami | 2,348 | $357.0K | 0.24% | −75−3.1% | Reduced |
| Oberweis Asset Management Inc | 2,376 | $361.0K | 0.07% | +3+0.1% | Added |
| BFSG, LLC | 2,377 | $361.0K | 0.06% | +2,377 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 2,391 | $363.0K | 0.08% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 2,390 | $363.0K | 0.10% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 2,388 | $363.0K | 0.06% | +197+9.0% | Added |
| Seelaus Asset Management LLC | 2,392 | $364.0K | 0.21% | −1,338−35.9% | Reduced |
| Balasa Dinverno & Foltz LLC | 2,399 | $365.0K | 0.03% | −127−5.0% | Reduced |
| Davis R M Inc | 2,398 | $365.0K | 0.01% | 00.0% | Unchanged |