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 |
|---|---|---|---|---|---|
| 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 |
| Buckingham Capital Management, Inc. | 1,376 | $209.0K | 0.03% | −850−38.2% | Reduced |
| Wedgewood Investors Inc | 1,360 | $207.0K | 0.27% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Snowden Capital Advisors LLC | 1,334 | $202.8K | 0.01% | +1,334 | 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 |
| 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 |
| NorthCoast Asset Management LLC | 1,316 | $200.0K | 0.01% | +1,316 | New |
| Clean Yield Group | 1,300 | $198.0K | 0.07% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,300 | $198.0K | 0.02% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 1,275 | $194.0K | 0.07% | +104+8.9% | Added |
| Earnest Partners LLC | 1,244 | $189.0K | 0.00% | −18−1.4% | Reduced |
| Northern Oak Wealth Management Inc | 1,227 | $187.0K | 0.02% | 00.0% | Unchanged |
| Laffer Tengler Investments | 1,217 | $185.0K | 0.05% | +1,217 | New |
| Sonora Investment Management, LLC | 1,175 | $179.0K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,127 | $171.0K | 0.10% | +686+155.6% | Added |
| JJJ Advisors Inc. | 1,106 | $168.0K | 0.06% | +234+26.8% | Added |
| 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 |
| Farmers & Merchants Investments Inc | 1,083 | $165.0K | 0.01% | −7,395−87.2% | Reduced |
| 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 |
| State of Wyoming | 1,043 | $158.0K | 0.10% | +252+31.9% | Added |
| Key Financial Inc | 1,036 | $157.0K | 0.09% | +15+1.5% | Added |
| Truehand, Inc | 1,000 | $152.0K | 0.09% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 997 | $152.0K | 0.17% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 982 | $149.0K | 0.04% | −11−1.1% | Reduced |
| Cahill Financial Advisors Inc | 978 | $149.0K | 0.03% | +978 | New |
| Point72 Hong Kong Ltd | 963 | $146.0K | 0.01% | −27−2.7% | Reduced |
| Logan Capital Management Inc | 950 | $144.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 912 | $139.0K | 0.01% | +594+186.8% | Added |
| Estabrook Capital Management | 910 | $138.3K | 0.02% | −6−0.7% | Reduced |
| Jones Financial Companies LLLP | 909 | $138.0K | 0.00% | −320−26.0% | Reduced |
| Tompkins Financial Corp | 904 | $138.0K | 0.03% | +904 | New |
| Arkadios Wealth Advisors | 895 | $136.0K | 0.02% | −512−36.4% | Reduced |
| Ironwood Financial, llc | 887 | $135.0K | 0.04% | +79+9.8% | Added |
| Zions Bancorporation, N.A. | 890 | $135.0K | 0.01% | +525+143.8% | Added |
| Blue Chip Partners, Inc. | 864 | $131.0K | 0.02% | +4+0.5% | Added |
| Pflug Koory, LLC | 857 | $130.0K | 0.07% | −170−16.6% | Reduced |
| Mascoma Wealth Management LLC | 857 | $130.0K | 0.05% | +857 | New |
| TD Ameritrade Investment Management, LLC | 1,180 | $128.0K | 0.00% | +1,151+3,969.0% | Added |
| Glen Eagle Advisors, LLC | 840 | $127.7K | 0.04% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 815 | $124.0K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 795 | $121.0K | 0.02% | 00.0% | Unchanged |
| FourThought Financial, LLC | 774 | $117.0K | 0.02% | 00.0% | Unchanged |
| Field & Main Bank | 743 | $113.0K | 0.07% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 739 | $112.0K | 0.03% | 00.0% | Unchanged |
| Caldwell Trust Co | 733 | $111.4K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 725 | $110.0K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 714 | $109.0K | 0.02% | 00.0% | Unchanged |
| Adirondack Trust Co | 680 | $109.0K | 0.05% | 00.0% | Unchanged |
| Tobam | 710 | $108.0K | 0.00% | −257−26.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 700 | $106.0K | 0.00% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 700 | $106.0K | 0.03% | +700 | New |
| Patriot Financial Group Insurance Agency, LLC | 670 | $102.0K | 0.02% | +64+10.6% | Added |
| MV Capital Management, Inc. | 665 | $101.0K | 0.02% | +26+4.1% | Added |
| Lenox Wealth Advisors, LLC | 653 | $99.0K | 0.01% | −11−1.7% | Reduced |
| Monetary Management Group Inc | 650 | $99.0K | 0.03% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 628 | $95.0K | 0.14% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 623 | $95.0K | 0.01% | +47+8.2% | Added |
| First Personal Financial Services | 617 | $94.0K | 0.02% | −50−7.5% | Reduced |
| Kowal Investment Group, LLC | 614 | $93.0K | 0.03% | +614 | New |
| Peoples Financial Services Corp. | 609 | $92.0K | 0.04% | 00.0% | Unchanged |
| Bray Capital Advisors | 596 | $91.0K | 0.02% | +96+19.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 598 | $91.0K | 0.01% | +292+95.4% | Added |
| Jackson, Grant Investment Advisers, Inc. | 577 | $88.0K | 0.04% | +2+0.3% | Added |
| O'Dell Group, LLC | 538 | $82.0K | 0.03% | +538 | New |
| Institutional & Family Asset Management, LLC | 536 | $81.0K | 0.01% | +28+5.5% | Added |
| HHM Wealth Advisors, LLC | 528 | $80.0K | 0.02% | −125−19.1% | Reduced |
| Baystate Wealth Management LLC | 524 | $80.0K | 0.01% | +2+0.4% | Added |
| Rocky Mountain Advisers, LLC | 515 | $78.0K | 0.09% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 514 | $78.0K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 514 | $78.0K | 0.01% | +108+26.6% | Added |
| Prestige Wealth Management Group LLC | 501 | $76.0K | 0.02% | 00.0% | Unchanged |
| Accel Wealth Management | 503 | $76.0K | 0.05% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 477 | $73.0K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 471 | $72.0K | 0.05% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 476 | $72.0K | 0.01% | +2+0.4% | Added |
| First Command Bank | 467 | $71.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 467 | $71.0K | 0.01% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 465 | $71.0K | 0.02% | +435+1,450.0% | Added |
| Gradient Investments LLC | 458 | $70.0K | 0.00% | −6−1.3% | Reduced |
| IMA Wealth, Inc. | 451 | $69.0K | 0.02% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 437 | $66.0K | 0.04% | +3+0.7% | Added |
| Lee Financial Co | 434 | $66.0K | 0.01% | +35+8.8% | Added |