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 |
|---|---|---|---|---|---|
| Boit C F David | 2,400 | $366.0K | 0.25% | 00.0% | Unchanged |
| Toroso Investments, LLC | 2,417 | $367.0K | 0.01% | +358+17.4% | Added |
| Dorsey & Whitney Trust CO LLC | 2,435 | $370.0K | 0.03% | 00.0% | Unchanged |
| Foundation Resource Management Inc | 2,448 | $372.0K | 0.08% | 00.0% | Unchanged |
| ARGI Investment Services, LLC | 2,449 | $372.0K | 0.01% | +5+0.2% | Added |
| Clarius Group, LLC | 2,454 | $373.0K | 0.03% | +38+1.6% | Added |
| Trust Asset Management LLC | 2,458 | $374.0K | 0.05% | +161+7.0% | Added |
| Modera Wealth Management, LLC | 2,463 | $374.0K | 0.02% | +591+31.6% | Added |
| Alhambra Investment Partners LLC | 2,475 | $376.0K | 0.29% | 00.0% | Unchanged |
| Park National Corp | 2,493 | $379.0K | 0.02% | −120−4.6% | Reduced |
| Moody Lynn & Lieberson, LLC | 2,494 | $379.0K | 0.03% | +72+3.0% | Added |
| SeaCrest Wealth Management, LLC | 2,499 | $380.0K | 0.05% | +68+2.8% | Added |
| Wedbush Securities Inc | 2,522 | $383.0K | 0.02% | −223−8.1% | Reduced |
| qPULA Trading Management LP | 2,531 | $385.0K | 0.60% | +2,531 | New |
| Level Four Advisory Services, LLC | 2,537 | $386.0K | 0.04% | +708+38.7% | Added |
| Resources Investment Advisors, LLC. | 2,558 | $389.0K | 0.02% | +230+9.9% | Added |
| Donaldson Capital Management, LLC | 2,580 | $392.0K | 0.02% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 2,585 | $393.0K | 0.00% | 00.0% | Unchanged |
| Appleton Partners Inc | 2,591 | $394.0K | 0.03% | 00.0% | Unchanged |
| Clear Street Markets LLC | 2,602 | $396.0K | 0.09% | +2,602 | New |
| Edge Capital Group, LLC | 2,612 | $397.0K | 0.03% | +589+29.1% | Added |
| Courier Capital LLC | 2,618 | $398.0K | 0.04% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 2,616 | $398.0K | 0.10% | +1,132+76.3% | Added |
| Associated Banc-Corp | 2,642 | $402.0K | 0.02% | 00.0% | Unchanged |
| Girard Partners Ltd. | 2,661 | $404.0K | 0.05% | −470−15.0% | Reduced |
| FinTrust Capital Advisors, LLC | 2,658 | $404.0K | 0.11% | +184+7.4% | Added |
| Farmers & Merchants Trust Co of Long Beach | 2,664 | $405.0K | 0.11% | 00.0% | Unchanged |
| Searle & Co. | 2,673 | $406.0K | 0.17% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 2,668 | $406.0K | 0.06% | +10.0% | Added |
| Meeder Asset Management Inc | 2,682 | $408.0K | 0.02% | −143−5.1% | Reduced |
| Cambridge Trust Co | 2,696 | $410.0K | 0.02% | −10−0.4% | Reduced |
| Parallax Volatility Advisers, L.P. | 2,718 | $413.0K | 0.00% | +2,075+322.7% | Added |
| Wealthspire Advisors, LLC | 2,758 | $419.0K | 0.01% | +2,758 | New |
| Great Diamond Partners, LLC | 2,776 | $421.0K | 0.12% | −21−0.8% | Reduced |
| HighMark Wealth Management LLC | 2,794 | $425.0K | 0.31% | +16+0.6% | Added |
| Lincoln National Corp | 2,806 | $426.0K | 0.01% | +74+2.7% | Added |
| Waldron Private Wealth LLC | 2,802 | $426.0K | 0.02% | +397+16.5% | Added |
| Machina Capital S.A.S. | 2,800 | $426.0K | 0.92% | +800+40.0% | Added |
| Carlson Capital Management | 2,812 | $427.0K | 0.05% | +10+0.4% | Added |
| Balentine LLC | 2,816 | $428.0K | 0.02% | +2,816 | New |
| Advisor OS, LLC | 2,829 | $429.0K | 0.09% | +398+16.4% | Added |
| Homrich & Berg | 2,831 | $430.0K | 0.01% | +42+1.5% | Added |
| Miracle Mile Advisors, LLC | 2,843 | $432.0K | 0.02% | +1,100+63.1% | Added |
| Prio Wealth Limited Partnership | 2,847 | $433.0K | 0.01% | −100−3.4% | Reduced |
| Erste Asset Management GmbH | 2,800 | $433.7K | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 2,864 | $435.0K | 0.03% | +312+12.2% | Added |
| Marcum Wealth, LLC | 2,882 | $438.0K | 0.07% | +247+9.4% | Added |
| Windsor Group LTD | 2,883 | $439.0K | 0.09% | +260+9.9% | Added |
| Harbour Investments, Inc. | 2,906 | $442.0K | 0.01% | +29+1.0% | Added |
| Mayfair Advisory Group, LLC | 2,924 | $443.0K | 0.68% | +105+3.7% | Added |
| Aries Wealth Management | 2,919 | $444.0K | 0.19% | −31−1.1% | Reduced |
| Equitable Trust Co | 2,942 | $447.0K | 0.03% | −125−4.1% | Reduced |
| Tdam USA Inc. | 2,947 | $448.0K | 0.03% | +1,195+68.2% | Added |
| Karpas Strategies, LLC | 2,840 | $451.0K | 0.15% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 2,977 | $453.0K | 0.06% | +67+2.3% | Added |
| SkyOak Wealth, LLC | 2,989 | $454.0K | 0.12% | +57+1.9% | Added |
| Versor Investments LP | 3,000 | $456.0K | 0.01% | +3,000 | New |
| Bank of New Hampshire | 3,058 | $458.0K | 0.12% | 00.0% | Unchanged |
| Ledyard National Bank | 3,031 | $461.0K | 0.05% | 00.0% | Unchanged |
| High Note Wealth, LLC | 3,051 | $463.0K | 0.17% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 3,055 | $464.0K | 0.05% | 00.0% | Unchanged |
| Mark Stevens | 3,050 | $464.0K | 0.05% | +87+2.9% | Added |
| Brave Asset Management Inc | 3,080 | $468.0K | 0.14% | −100−3.1% | Reduced |
| Welch & Forbes LLC | 3,162 | $480.0K | 0.01% | −24−0.8% | Reduced |
| BLB&B Advisors, LLC | 3,177 | $483.0K | 0.03% | +129+4.2% | Added |
| Focus Financial Network, Inc. | 3,210 | $488.0K | 0.07% | 00.0% | Unchanged |
| Empirical Finance, LLC | 3,218 | $489.0K | 0.07% | +178+5.9% | Added |
| Strategic Advisors LLC | 3,240 | $492.0K | 0.11% | +16+0.5% | Added |
| Jeppson Wealth Management, LLC | 3,243 | $492.0K | 0.26% | +20+0.6% | Added |
| Quadrant Capital Group LLC | 3,242 | $493.0K | 0.07% | +85+2.7% | Added |
| Park Avenue Securities LLC | 3,253 | $495.0K | 0.01% | +533+19.6% | Added |
| JNBA Financial Advisors | 3,262 | $496.0K | 0.07% | −67−2.0% | Reduced |
| Diversified Trust Co | 3,271 | $497.0K | 0.02% | +3,271 | New |
| Allworth Financial LP | 3,281 | $499.0K | 0.01% | +2,448+293.9% | Added |
| Ar Asset Management Inc | 3,311 | $503.0K | 0.14% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 3,316 | $504.0K | 0.06% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 3,326 | $506.0K | 0.04% | 00.0% | Unchanged |
| Camden National Bank | 3,336 | $507.0K | 0.10% | 00.0% | Unchanged |
| Northeast Investment Management | 3,344 | $508.0K | 0.03% | 00.0% | Unchanged |
| Glassman Wealth Services | 3,354 | $510.0K | 0.11% | +32+1.0% | Added |
| Evoke Wealth, LLC | 3,373 | $512.0K | 0.02% | −534−13.7% | Reduced |
| WMS Partners, LLC | 3,378 | $514.0K | 0.08% | +9+0.3% | Added |
| Ergoteles LLC | 3,416 | $519.0K | 0.02% | −349−9.3% | Reduced |
| Villere St Denis J & Co LLC | 3,433 | $521.0K | 0.03% | 00.0% | Unchanged |
| American Portfolios Advisors | 3,454 | $525.0K | 0.02% | +424+14.0% | Added |
| Federation des caisses Desjardins du Quebec | 3,474 | $527.9K | 0.01% | −213−5.8% | Reduced |
| Mach-1 Financial Group, Inc. | 3,479 | $528.0K | 0.40% | +100+3.0% | Added |
| Joel Isaacson & Co., LLC | 3,477 | $529.0K | 0.04% | +426+14.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,489 | $530.0K | 0.03% | −633−15.4% | Reduced |
| Smithfield Trust Co | 3,497 | $531.0K | 0.04% | 00.0% | Unchanged |
| Inlet Private Wealth, LLC | 3,500 | $532.0K | 0.14% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 3,517 | $536.0K | 0.02% | +191+5.7% | Added |
| Private Capital Management LLC | 3,549 | $539.0K | 0.22% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 3,580 | $544.0K | 0.20% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,587 | $545.0K | 0.02% | −131−3.5% | Reduced |
| Plimoth Trust Co LLC | 3,589 | $545.0K | 0.15% | −25−0.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 3,631 | $552.0K | 0.00% | −94,675−96.3% | Reduced |
| Private Trust Co NA | 3,662 | $557.0K | 0.08% | +568+18.4% | Added |
| Glenview Trust Co | 3,691 | $561.0K | 0.02% | 00.0% | Unchanged |
| Psagot Investment House Ltd. | 3,689 | $561.0K | 0.10% | 00.0% | Unchanged |