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 |
|---|---|---|---|---|---|
| Psagot Value Holdings Ltd. / (Israel) | 3,689 | $561.0K | 0.10% | +3,689 | New |
| Vestcor Inc | 3,707 | $564.0K | 0.02% | −524−12.4% | Reduced |
| Copperwynd Financial, LLC | 3,712 | $564.0K | 0.23% | +93+2.6% | Added |
| Trust Co of Toledo NA | 3,722 | $566.0K | 0.09% | −39−1.0% | Reduced |
| Sky Investment Group LLC | 3,729 | $567.0K | 0.13% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 3,727 | $567.0K | 0.08% | +813+27.9% | Added |
| Brighton Jones LLC | 3,738 | $568.0K | 0.03% | +537+16.8% | Added |
| Donald L. Hagan, LLC | 3,765 | $572.0K | 0.33% | +127+3.5% | Added |
| Burns J W & Co Inc | 3,797 | $577.0K | 0.09% | +33+0.9% | Added |
| Kanawha Capital Management LLC | 3,865 | $588.0K | 0.05% | −174−4.3% | Reduced |
| Dohj, LLC | 3,661 | $589.0K | 0.28% | +119+3.4% | Added |
| Dynamic Technology Lab Private Ltd | 3,875 | $589.0K | 0.07% | +594+18.1% | Added |
| XTX Topco Ltd | 3,882 | $590.0K | 0.20% | +3,882 | New |
| Ashton Thomas Private Wealth, LLC | 3,889 | $591.2K | 0.09% | −26−0.7% | Reduced |
| Pinnacle Bancorp, Inc. | 3,903 | $593.0K | 0.24% | +5+0.1% | Added |
| Vontobel Holding Ltd. | 3,927 | $597.0K | 0.01% | −30−0.8% | Reduced |
| JB Capital LLC | 3,935 | $598.0K | 0.08% | +3,935 | New |
| Penserra Capital Management LLC | 3,949 | $600.0K | 0.01% | +49+1.3% | Added |
| LVM Capital Management Ltd | 3,957 | $602.0K | 0.09% | 00.0% | Unchanged |
| Lederer & Associates Investment Counsel | 3,964 | $603.0K | 0.39% | +1,715+76.3% | Added |
| Sterneck Capital Management, LLC | 4,000 | $608.0K | 0.39% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 4,033 | $613.0K | 0.05% | −100−2.4% | Reduced |
| True North Advisors, LLC | 4,038 | $613.0K | 0.12% | +1,002+33.0% | Added |
| Integrated Wealth Concepts LLC | 4,082 | $620.0K | 0.02% | +238+6.2% | Added |
| Valeo Financial Advisors, LLC | 4,082 | $621.0K | 0.04% | +2,450+150.1% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 4,089 | $622.0K | 0.07% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 4,114 | $625.0K | 0.39% | +4,114 | New |
| FineMark National Bank & Trust | 4,118 | $626.0K | 0.03% | −354−7.9% | Reduced |
| IFG Advisory, LLC | 4,133 | $628.0K | 0.07% | +1,128+37.5% | Added |
| Central Trust Co | 4,152 | $631.0K | 0.02% | −32−0.8% | Reduced |
| Wellington Shields Capital Management, LLC | 4,164 | $633.0K | 0.09% | −111−2.6% | Reduced |
| Mirabella Financial Services LLP | 4,174 | $634.0K | 0.08% | +2,470+145.0% | Added |
| Pensionfund DSM Netherlands | 4,200 | $638.0K | 0.08% | +4,200 | New |
| AdvisorNet Financial, Inc | 4,217 | $641.0K | 0.04% | −106−2.5% | Reduced |
| HNP Capital LLC | 4,225 | $642.0K | 0.16% | 00.0% | Unchanged |
| New Potomac Partners, LLC | 4,230 | $643.0K | 0.44% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 4,276 | $650.0K | 0.03% | −184−4.1% | Reduced |
| Bank of Stockton | 4,277 | $650.0K | 0.20% | −16−0.4% | Reduced |
| Choate Investment Advisors | 4,285 | $651.0K | 0.04% | +5+0.1% | Added |
| American National Registered Investment Advisor, Inc. | 4,311 | $655.0K | 0.24% | −13−0.3% | Reduced |
| Intersect Capital LLC | 4,322 | $657.0K | 0.11% | +566+15.1% | Added |
| Corient Capital Partners, LLC | 4,346 | $661.0K | 0.05% | −495−10.2% | Reduced |
| GWM Advisors LLC | 4,362 | $663.0K | 0.02% | −395−8.3% | Reduced |
| Bank of Hawaii | 4,370 | $664.0K | 0.04% | −45−1.0% | Reduced |
| Mission Wealth Management, LP | 4,377 | $665.0K | 0.03% | −2,813−39.1% | Reduced |
| Providence Wealth Advisors, LLC | 4,387 | $667.0K | 0.46% | −104−2.3% | Reduced |
| Wealth Quarterback LLC | 4,638 | $675.0K | 0.45% | −137−2.9% | Reduced |
| Bremer Bank National Association | 4,447 | $676.0K | 0.13% | +230+5.5% | Added |
| Loveless Wealth Management LLC | 4,460 | $678.0K | 0.41% | +720+19.3% | Added |
| Altium Wealth Management LLC | 4,470 | $679.0K | 0.05% | 00.0% | Unchanged |
| Cetera Investment Advisers | 4,511 | $686.0K | 0.01% | −408−8.3% | Reduced |
| Quest Capital Management Inc | 4,515 | $686.0K | 0.13% | +22+0.5% | Added |
| Davenport & Co LLC | 4,541 | $690.0K | 0.00% | +108+2.4% | Added |
| Capstone Investment Advisors, LLC | 4,597 | $699.0K | 0.01% | +4,597 | New |
| Bahl & Gaynor Inc | 4,624 | $703.0K | 0.00% | −5,239−53.1% | Reduced |
| JustInvest LLC | 4,625 | $703.0K | 0.06% | +1,022+28.4% | Added |
| Stevens Capital Management LP | 4,681 | $712.0K | 0.30% | +53+1.1% | Added |
| Koshinski Asset Management, Inc. | 4,688 | $712.7K | 0.06% | +1,507+47.4% | Added |
| Allstate Corp | 4,756 | $723.0K | 0.03% | −663−12.2% | Reduced |
| Haverford Trust Co | 4,797 | $729.0K | 0.01% | −5,066−51.4% | Reduced |
| Meristem Family Wealth, LLC | 4,803 | $730.0K | 0.07% | +2,113+78.6% | Added |
| Symmetry Partners, LLC | 4,761 | $731.0K | 0.05% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 4,813 | $732.0K | 0.08% | +58+1.2% | Added |
| Regent Investment Management LLC | 4,828 | $734.0K | 0.18% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 4,841 | $736.0K | 0.07% | +30+0.6% | Added |
| Squarepoint Ops LLC | 4,867 | $740.0K | 0.01% | −57,368−92.2% | Reduced |
| Wesbanco Bank Inc | 4,872 | $740.0K | 0.03% | −314−6.1% | Reduced |
| Founders Financial Securities LLC | 4,889 | $743.0K | 0.15% | +181+3.8% | Added |
| We Are One Seven, LLC | 4,616 | $743.0K | 0.09% | +29+0.6% | Added |
| Bridges Investment Management Inc | 4,900 | $745.0K | 0.02% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 4,904 | $745.0K | 0.17% | −1,250−20.3% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 4,929 | $749.0K | 0.54% | −10−0.2% | Reduced |
| Tectonic Advisors LLC | 4,947 | $752.0K | 0.15% | +490+11.0% | Added |
| Investors Asset Management of Georgia Inc | 5,061 | $769.0K | 0.40% | −250−4.7% | Reduced |
| Fma Advisory Inc | 5,074 | $771.0K | 0.29% | +16+0.3% | Added |
| NEXT Financial Group, Inc | 5,097 | $775.0K | 0.06% | +215+4.4% | Added |
| Guyasuta Investment Advisors Inc | 5,112 | $777.0K | 0.06% | 00.0% | Unchanged |
| Virtu Financial LLC | 5,111 | $777.0K | 0.07% | +5,111 | New |
| Busey Wealth Management | 5,130 | $780.0K | 0.03% | −646−11.2% | Reduced |
| Lazard Asset Management LLC | 5,143 | $781.0K | 0.00% | −1,541−23.1% | Reduced |
| Essex Financial Services, Inc. | 5,179 | $787.0K | 0.09% | +3,578+223.5% | Added |
| D. E. Shaw & Co., Inc. | 5,260 | $799.0K | 0.00% | +5,260 | New |
| Ritholtz Wealth Management | 5,304 | $806.0K | 0.06% | +1,015+23.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,309 | $807.0K | 0.00% | −230,825−97.8% | Reduced |
| Signaturefd, LLC | 5,331 | $810.0K | 0.03% | +993+22.9% | Added |
| Cresset Asset Management, LLC | 5,354 | $814.0K | 0.01% | +89+1.7% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 5,395 | $820.0K | 0.01% | +5,395 | New |
| AMG National Trust Bank | 5,403 | $821.0K | 0.03% | 00.0% | Unchanged |
| Roundview Capital LLC | 5,411 | $823.0K | 0.09% | −63−1.2% | Reduced |
| Cetera Advisors LLC | 5,414 | $823.0K | 0.02% | +703+14.9% | Added |
| Ontario Teachers Pension Plan Board | 5,416 | $823.0K | 0.00% | +1,202+28.5% | Added |
| Douglass Winthrop Advisors, LLC | 5,480 | $833.0K | 0.02% | 00.0% | Unchanged |
| Oak Associates, Ltd | 5,546 | $843.0K | 0.05% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 5,592 | $850.0K | 0.00% | +1,095+24.3% | Added |
| Ropes Wealth Advisors LLC | 5,607 | $852.0K | 0.14% | −463−7.6% | Reduced |
| Gotham Asset Management, LLC | 5,700 | $866.0K | 0.04% | −973−14.6% | Reduced |
| Spire Wealth Management | 5,704 | $867.0K | 0.02% | −63,226−91.7% | Reduced |
| Weik Capital Management | 5,725 | $870.0K | 0.36% | −1,875−24.7% | Reduced |
| Veriti Management LLC | 5,765 | $876.0K | 0.12% | +99+1.7% | Added |
| Citadel Advisors LLC | 5,816 | $884.0K | 0.00% | −410,518−98.6% | Reduced |