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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; 1,868 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: 1,303 institutionsQ1 2023: 1,269 institutionsQ2 2023: 1,287 institutionsQ3 2023: 1,259 institutionsQ4 2023: 1,333 institutionsQ1 2024: 1,451 institutionsQ2 2024: 1,414 institutionsQ3 2024: 1,470 institutionsQ4 2024: 1,589 institutionsQ1 2025: 1,644 institutionsQ2 2025: 1,638 institutionsQ3 2025: 1,680 institutionsQ4 2025: 1,779 institutionsQ1 2026: 1,804 institutionsQ2 2026: 1,868 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 20261,868$61.0B
Q1 20261,804$52.1B
Q4 20251,779$53.8B
Q3 20251,680$51.9B
Q2 20251,638$50.7B
Q1 20251,644$49.8B
Q4 20241,589$45.6B
Q3 20241,470$44.0B
Q2 20241,414$38.8B
Q1 20241,451$43.6B
Q4 20231,333$36.0B
Q3 20231,259$30.5B
Q2 20231,287$32.5B
Q1 20231,269$32.3B
Q4 20221,303$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
Meridian Wealth Partners, LLC430$66.0K0.01%+430New
NuWave Investment Management, LLC415$63.0K0.07%−616−59.7%Reduced
Mercer Capital Advisers, Inc.412$63.0K0.03%00.0%Unchanged
Prentice Wealth Management LLC400$61.0K0.03%00.0%Unchanged
Fieldpoint Private Securities, LLC391$59.0K0.01%+79+25.3%Added
Financial Enhancement Group LLC382$58.0K0.01%+382New
Global Retirement Partners, LLC362$55.0K0.01%00.0%Unchanged
Piscataqua Savings Bank360$55.0K0.05%00.0%Unchanged
Central Bank & Trust Co340$52.0K0.01%00.0%Unchanged
Annapolis Financial Services, LLC338$51.0K0.02%00.0%Unchanged
Migdal Insurance & Financial Holdings Ltd.336$51.0K0.00%+336New
GPS Wealth Strategies Group, LLC315$48.0K0.01%00.0%Unchanged
Hudock, Inc.310$47.0K0.01%00.0%Unchanged
Bell Investment Advisors, Inc304$46.0K0.01%+304New
TCTC Holdings, LLC298$45.0K0.00%00.0%Unchanged
Sargent Bickham Lagudis LLC297$45.0K0.00%00.0%Unchanged
Financial Perspectives, Inc290$44.1K0.02%00.0%Unchanged
Filbrandt Wealth Management, LLC280$43.0K0.02%00.0%Unchanged
Hartford Financial Management Inc.278$42.0K0.01%00.0%Unchanged
Silvant Capital Management LLC279$42.0K0.01%00.0%Unchanged
Vestor Capital, LLC275$42.0K0.00%00.0%Unchanged
Kings Point Capital Management262$40.0K0.00%00.0%Unchanged
Bourgeon Capital Management LLC254$39.0K0.01%+2+0.8%Added
Crewe Advisors LLC257$39.0K0.01%00.0%Unchanged
Atwood & Palmer Inc248$38.0K0.00%00.0%Unchanged
Sterling Financial Planning, Inc.250$38.0K0.02%+250New
Thompson Siegel & Walmsley LLC242$37.0K0.00%00.0%Unchanged
West Paces Advisors Inc.242$36.8K0.01%−514−68.0%Reduced
CNB Bank231$35.0K0.02%00.0%Unchanged
Capital Directions Investment Advisors, LLC230$35.0K0.01%+230New
Atlas Capital Advisors LLC226$34.4K0.01%00.0%Unchanged
Edmond de Rothschild Holding S.A.221$34.0K0.00%00.0%Unchanged
McIlrath & Eck, LLC209$32.0K0.01%00.0%Unchanged
Stonebridge Financial Planning Group, LLC200$32.0K0.02%00.0%Unchanged
Princeton Global Asset Management LLC202$31.0K0.01%00.0%Unchanged
Global Financial Private Client, LLC200$30.5K0.02%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA200$30.4K0.04%00.0%Unchanged
Baldrige Asset Management LLC200$30.0K0.01%00.0%Unchanged
Herold Advisors, Inc.200$30.0K0.01%+200New
Raffa Wealth Management, LLC197$29.9K0.01%00.0%Unchanged
Loomis Sayles & Co L P193$29.0K0.00%00.0%Unchanged
Ellevest, Inc.191$29.0K0.00%−1−0.5%Reduced
Wolff Wiese Magana LLC187$29.0K0.02%00.0%Unchanged
Capital Analysts, LLC192$29.0K0.00%+165+611.1%Added
Godsey & Gibb Associates189$29.0K0.01%+189New
Cedar Mountain Advisors, LLC185$28.0K0.01%00.0%Unchanged
Bellevue Asset Management, LLC180$28.0K0.02%00.0%Unchanged
Westside Investment Management, Inc.183$27.0K0.00%00.0%Unchanged
Hexagon Capital Partners LLC173$26.0K0.01%00.0%Unchanged
Brewin Dolphin Ltd171$26.0K0.00%00.0%Unchanged
Arlington Partners LLC160$24.0K0.01%00.0%Unchanged
Interactive Financial Advisors158$24.0K0.01%00.0%Unchanged
US Asset Management LLC155$24.0K0.02%+155New
Newbridge Financial Services Group, Inc.151$23.0K0.01%00.0%Unchanged
Birch Capital Management, LLC150$23.0K0.02%00.0%Unchanged
RWM Asset Management, LLC150$23.0K0.00%+150New
Trust Co144$22.0K0.01%00.0%Unchanged
Carmichael Hill & Associates, Inc.144$22.0K0.01%00.0%Unchanged
Laurel Wealth Advisors LLC138$21.0K0.00%00.0%Unchanged
Cribstone Capital Management, LLC130$20.0K0.01%00.0%Unchanged
Simon Quick Advisors, LLC135$20.0K0.01%+128+1,828.6%Added
Tradewinds Capital Management, LLC123$19.0K0.00%−70−36.3%Reduced
Security National Trust Co129$19.0K0.00%00.0%Unchanged
MCF Advisors LLC122$19.0K0.00%+5+4.3%Added
Country Trust Bank128$19.0K0.00%+22+20.8%Added
Bogart Wealth, LLC119$18.0K0.00%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.120$18.0K0.01%00.0%Unchanged
Riggs Asset Managment Co. Inc.115$17.0K0.01%00.0%Unchanged
Legacy Bridge, LLC110$17.0K0.01%00.0%Unchanged
SOA Wealth Advisors, LLC.113$17.0K0.00%+19+20.2%Added
Burleson & Company, LLC106$16.0K0.00%00.0%Unchanged
Motco100$15.0K0.00%−35−25.9%Reduced
Barrett Asset Management, LLC100$15.0K0.00%00.0%Unchanged
Holloway Wealth Management, LLC–$14.0K0.00%––
Walled Lake Planning & Wealth Management, LLC92$14.0K0.01%00.0%Unchanged
Archer Investment Corp91$13.8K0.01%+91New
Toth Financial Advisory Corp85$13.0K0.00%00.0%Unchanged
Norway Savings Bank83$13.0K0.01%+44+112.8%Added
Gerber Kawasaki Wealth & Investment Management89$13.0K0.00%+89New
Coastal Capital Group, Inc.77$12.0K0.00%00.0%Unchanged
Albion Financial Group76$12.0K0.00%00.0%Unchanged
Cutler Group LP84$12.0K0.00%+84New
Highlander Capital Management, LLC75$11.0K0.01%00.0%Unchanged
Bedel Financial Consulting, Inc.75$11.0K0.00%00.0%Unchanged
North Star Investment Management Corp.70$11.0K0.00%+4+6.1%Added
Resolute Partners Group74$11.0K0.00%+6+8.8%Added
Clear Perspectives Financial Planning, LLC70$11.0K0.00%00.0%Unchanged
Syverson Strege & Co74$11.0K0.01%+74New
CVA Family Office, LLC89$10.0K0.01%−262−74.6%Reduced
Carolinas Wealth Consulting LLC66$10.0K0.00%+1+1.5%Added
Freedman Financial Associates, Inc.64$10.0K0.01%00.0%Unchanged
Global Trust Asset Management, LLC63$10.0K0.00%00.0%Unchanged
Laurel Wealth Planning LLC68$10.0K0.01%+26+61.9%Added
Wagner Wealth Management, LLC64$10.0K0.01%+32+100.0%Added
Ogorek Anthony Joseph60$9.00K0.00%00.0%Unchanged
Benson Investment Management Company, Inc.56$9.00K0.00%00.0%Unchanged
Smith Group Asset Management, LLC60$9.00K0.00%+60New
Mizuho Securities Co. Ltd.50$8.00K0.00%−18−26.5%Reduced
Financial Management Professionals, Inc.53$8.00K0.00%+2+3.9%Added
First Bank & Trust53$8.00K0.00%00.0%Unchanged