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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.

Institutional holdersQ3 2021: 1,137 institutions
Q1 2021: 1,172 institutionsQ2 2021: 1,138 institutionsQ3 2021: 1,137 institutionsQ4 2021: 1,229 institutionsQ1 2022: 1,277 institutionsQ2 2022: 1,222 institutionsQ3 2022: 1,204 institutionsQ4 2022: 1,304 institutionsQ1 2023: 1,270 institutionsQ2 2023: 1,288 institutionsQ3 2023: 1,260 institutionsQ4 2023: 1,334 institutionsQ1 2024: 1,452 institutionsQ2 2024: 1,415 institutionsQ3 2024: 1,471 institutionsQ4 2024: 1,590 institutionsQ1 2025: 1,645 institutionsQ2 2025: 1,639 institutionsQ3 2025: 1,681 institutionsQ4 2025: 1,780 institutionsQ1 2026: 1,805 institutionsQ2 2026: 1,869 institutions
Value heldQ3 2021: $31.1B
Q1 2021: $31.5BQ2 2021: $31.0BQ3 2021: $31.1BQ4 2021: $31.3BQ1 2022: $36.0BQ2 2022: $33.1BQ3 2022: $29.7BQ4 2022: $36.0BQ1 2023: $32.3BQ2 2023: $32.5BQ3 2023: $30.5BQ4 2023: $36.0BQ1 2024: $43.6BQ2 2024: $38.8BQ3 2024: $44.0BQ4 2024: $45.6BQ1 2025: $49.8BQ2 2025: $50.7BQ3 2025: $51.9BQ4 2025: $53.8BQ1 2026: $52.1BQ2 2026: $61.0B
Institutions holding TRV and their total value by quarter
QuarterHoldersValue
Q2 20261,869$61.0B
Q1 20261,805$52.1B
Q4 20251,780$53.8B
Q3 20251,681$51.9B
Q2 20251,639$50.7B
Q1 20251,645$49.8B
Q4 20241,590$45.6B
Q3 20241,471$44.0B
Q2 20241,415$38.8B
Q1 20241,452$43.6B
Q4 20231,334$36.0B
Q3 20231,260$30.5B
Q2 20231,288$32.5B
Q1 20231,270$32.3B
Q4 20221,304$36.0B
Q3 20221,204$29.7B
Q2 20221,222$33.1B
Q1 20221,277$36.0B
Q4 20211,229$31.3B
Q3 20211,137$31.1B
Q2 20211,138$31.0B
Q1 20211,172$31.5B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Travelers Companies, Inc.; share changes are against Q2 2021.

Institutions holding TRV in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Ieq Capital, LLC5,826$886.0K0.02%+301+5.4%Added
Rosenbaum Jay D.5,830$887.0K1.47%−23−0.4%Reduced
Banque Cantonale Vaudoise5,838$887.0K0.04%00.0%Unchanged
Thrive Capital Management, LLC5,861$891.0K0.66%+602+11.4%Added
Markston International LLC5,894$896.0K0.84%00.0%Unchanged
Redpoint Investment Management Pty Ltd5,914$899.0K0.08%00.0%Unchanged
Orrstown Financial Services Inc5,961$906.0K1.43%−546−8.4%Reduced
Acadian Asset Management LLC5,970$906.0K0.00%+4,635+347.2%Added
Studio Investment Management LLC5,968$907.0K0.39%+5,968New
Institute for Wealth Management, LLC.6,041$918.0K0.16%+153+2.6%Added
Ballast, Inc.6,064$921.0K0.39%+139+2.3%Added
Trust Co of Vermont6,101$927.0K0.07%−280−4.4%Reduced
Banco Bilbao Vizcaya Argentaria, S.A.6,116$930.0K0.01%+61+1.0%Added
Baker Tilly Wealth Management, LLC6,216$945.0K0.12%+1,027+19.8%Added
Fifth Third Bancorp6,274$954.0K0.00%+170+2.8%Added
Fiduciary Trust Co6,372$968.0K0.02%−250−3.8%Reduced
Dudley & Shanley, Inc.6,400$973.0K0.17%−52,300−89.1%Reduced
Academy Capital Management Inc6,405$974.0K0.16%−300−4.5%Reduced
Bard Financial Services, Inc.6,435$978.0K0.09%00.0%Unchanged
Venture Visionary Partners LLC6,444$979.0K0.07%−256−3.8%Reduced
Connolly Sarah T.6,476$985.0K0.81%−155−2.3%Reduced
Kentucky Retirement Systems Insurance Trust Fund6,494$987.0K0.10%−52−0.8%Reduced
Grantham, Mayo, Van Otterloo & Co. LLC6,500$988.0K0.00%+800+14.0%Added
Bokf, NA6,538$994.0K0.02%+6,538New
Los Angeles Capital Management LLC6,582$1.00M0.00%00.0%Unchanged
Cubic Asset Management, LLC6,596$1.00M0.25%00.0%Unchanged
Seven Eight Capital, LP6,603$1.00M0.10%−20,900−76.0%Reduced
Tocqueville Asset Management L.P.6,641$1.01M0.01%+4+0.1%Added
Arrow Financial Corp6,649$1.01M0.13%+1,275+23.7%Added
Resources Management Corp6,699$1.02M0.15%−50−0.7%Reduced
Cerity Partners LLC6,785$1.03M0.02%−124−1.8%Reduced
Bessemer Group Inc6,808$1.03M0.00%+3,198+88.6%Added
Corsicana & Co.6,849$1.04M0.66%+120+1.8%Added
Schmidt P J Investment Management Inc6,506$1.04M0.21%−90−1.4%Reduced
Journey Advisory Group, LLC6,875$1.04M0.34%00.0%Unchanged
Sigma Planning Corp6,900$1.05M0.03%−1,877−21.4%Reduced
Eagle Capital Management LLC6,900$1.05M0.00%00.0%Unchanged
Savant Capital, LLC6,922$1.05M0.04%−58−0.8%Reduced
Gifford Fong Associates7,000$1.06M0.21%00.0%Unchanged
Bailard, Inc.7,036$1.07M0.04%+169+2.5%Added
Optimal Asset Management, Inc.7,061$1.07M0.13%+12+0.2%Added
IBM Retirement Fund7,083$1.08M0.08%+25+0.4%Added
Connecticut Wealth Management, LLC7,120$1.08M0.09%−224−3.1%Reduced
CIBC World Markets Inc.7,216$1.10M0.00%+2,860+65.7%Added
Atlantic Union Bankshares Corp7,243$1.10M0.10%−351−4.6%Reduced
1832 Asset Management L.P.7,124$1.11M0.00%−9,397−56.9%Reduced
First Midwest Bank Trust Division7,349$1.12M0.16%+22+0.3%Added
Argent Advisors, Inc.7,434$1.12M0.64%+731+10.9%Added
Ferguson Wellman Capital Management, Inc7,416$1.13M0.04%00.0%Unchanged
Wolverine Trading, LLC7,292$1.13M0.02%+7,292New
Investment Management of Virginia LLC7,478$1.14M0.22%+101+1.4%Added
Jacobi Capital Management LLC7,482$1.14M0.14%+321+4.5%Added
Vaughan David Investments LLC7,548$1.15M0.04%00.0%Unchanged
Comerica Securities,inc.7,590$1.15M0.08%+7,590New
Cigna Investments Inc7,688$1.17M0.09%−147−1.9%Reduced
National Asset Management, Inc.7,782$1.18M0.04%−409−5.0%Reduced
Dynamic Advisor Solutions LLC7,813$1.19M0.09%+1,800+29.9%Added
Parallel Advisors, LLC7,914$1.20M0.05%+386+5.1%Added
Colony Group LLC7,940$1.21M0.02%+102+1.3%Added
Boston Private Wealth LLC7,961$1.21M0.02%+321+4.2%Added
Wetherby Asset Management Inc7,964$1.21M0.08%+84+1.1%Added
Horizon Investments, LLC8,013$1.22M0.04%+547+7.3%Added
Mitchell McLeod Pugh & Williams Inc8,096$1.23M0.46%00.0%Unchanged
Impax Asset Management Group plc8,105$1.23M0.01%+24+0.3%Added
Ethic Inc.8,185$1.24M0.13%−1,129−12.1%Reduced
Winton Group Ltd8,181$1.24M0.07%−1,082−11.7%Reduced
Greenleaf Trust8,243$1.25M0.02%+240+3.0%Added
Deseret Mutual Benefit Administrators8,267$1.26M0.23%+4,394+113.5%Added
Profund Advisors LLC8,285$1.26M0.04%−208−2.4%Reduced
BSW Wealth Partners8,301$1.26M0.35%+185+2.3%Added
Cetera Advisor Networks LLC8,398$1.28M0.02%+1,386+19.8%Added
FRG Family Wealth Advisors LLC8,475$1.29M0.25%00.0%Unchanged
Ancora Advisors, LLC8,485$1.29M0.03%−125−1.5%Reduced
Cubist Systematic Strategies, LLC8,492$1.29M0.02%−14,632−63.3%Reduced
MUFG Americas Holdings Corp8,534$1.30M0.02%−6−0.1%Reduced
Guardian Capital Advisors LP8,576$1.30M0.13%−980−10.3%Reduced
Nicholas Hoffman & Company, LLC.8,580$1.30M0.23%−17−0.2%Reduced
Community Bank, N.A.8,730$1.33M0.16%−175−2.0%Reduced
Cohen Lawrence B8,781$1.33M0.70%+10+0.1%Added
Pinnacle Financial Partners Inc8,859$1.35M0.05%+460+5.5%Added
United Capital Financial Advisers, LLC9,040$1.37M0.01%−2,129−19.1%Reduced
MAI Capital Management9,117$1.39M0.03%+47+0.5%Added
Pitcairn Co9,132$1.39M0.10%−714−7.3%Reduced
Naples Global Advisors, LLC9,179$1.40M0.18%+10.0%Added
Sawgrass Asset Management LLC9,218$1.40M0.14%+9,218New
Sumitomo Life Insurance Co9,291$1.41M0.04%−391−4.0%Reduced
Ci Investments Inc.9,303$1.41M0.01%−126−1.3%Reduced
Ziegler Capital Management, LLC9,370$1.42M0.05%−30,000−76.2%Reduced
Lowe Brockenbrough & Co Inc9,371$1.42M0.11%+116+1.3%Added
DAGCO, Inc.9,416$1.43M0.61%−803−7.9%Reduced
Peddock Capital Advisors, LLC9,487$1.44M0.51%−25−0.3%Reduced
Meiji Yasuda Life Insurance Co9,612$1.46M0.03%+2,203+29.7%Added
Wesleyan Assurance Society9,740$1.48M0.19%00.0%Unchanged
Seeyond9,756$1.48M0.14%+2,986+44.1%Added
Atria Investments LLC9,779$1.49M0.03%+1,017+11.6%Added
Gries Financial LLC9,853$1.50M0.47%+77+0.8%Added
Belpointe Asset Management LLC9,914$1.51M0.10%−544−5.2%Reduced
Flputnam Investment Management Co10,015$1.52M0.05%+1,767+21.4%Added
Citizens Financial Group Inc10,087$1.53M0.06%+918+10.0%Added
Livforsakringsbolaget Skandia, Omsesidigt10,289$1.56M0.10%00.0%Unchanged