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 |
|---|---|---|---|---|---|
| Bank of Stockton | 4,277 | $650.0K | 0.20% | −16−0.4% | Reduced |
| New Potomac Partners, LLC | 4,230 | $643.0K | 0.44% | 00.0% | Unchanged |
| HNP Capital LLC | 4,225 | $642.0K | 0.16% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 4,217 | $641.0K | 0.04% | −106−2.5% | Reduced |
| Pensionfund DSM Netherlands | 4,200 | $638.0K | 0.08% | +4,200 | New |
| Mirabella Financial Services LLP | 4,174 | $634.0K | 0.08% | +2,470+145.0% | Added |
| Wellington Shields Capital Management, LLC | 4,164 | $633.0K | 0.09% | −111−2.6% | Reduced |
| Central Trust Co | 4,152 | $631.0K | 0.02% | −32−0.8% | Reduced |
| IFG Advisory, LLC | 4,133 | $628.0K | 0.07% | +1,128+37.5% | Added |
| FineMark National Bank & Trust | 4,118 | $626.0K | 0.03% | −354−7.9% | Reduced |
| Fox Run Management, L.L.C. | 4,114 | $625.0K | 0.39% | +4,114 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 4,089 | $622.0K | 0.07% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 4,082 | $621.0K | 0.04% | +2,450+150.1% | Added |
| Integrated Wealth Concepts LLC | 4,082 | $620.0K | 0.02% | +238+6.2% | Added |
| 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 |
| Sterneck Capital Management, LLC | 4,000 | $608.0K | 0.39% | 00.0% | Unchanged |
| Lederer & Associates Investment Counsel | 3,964 | $603.0K | 0.39% | +1,715+76.3% | Added |
| LVM Capital Management Ltd | 3,957 | $602.0K | 0.09% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 3,949 | $600.0K | 0.01% | +49+1.3% | Added |
| JB Capital LLC | 3,935 | $598.0K | 0.08% | +3,935 | New |
| Vontobel Holding Ltd. | 3,927 | $597.0K | 0.01% | −30−0.8% | Reduced |
| Pinnacle Bancorp, Inc. | 3,903 | $593.0K | 0.24% | +5+0.1% | Added |
| Ashton Thomas Private Wealth, LLC | 3,889 | $591.2K | 0.09% | −26−0.7% | Reduced |
| XTX Topco Ltd | 3,882 | $590.0K | 0.20% | +3,882 | New |
| 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 |
| Kanawha Capital Management LLC | 3,865 | $588.0K | 0.05% | −174−4.3% | Reduced |
| Burns J W & Co Inc | 3,797 | $577.0K | 0.09% | +33+0.9% | Added |
| Donald L. Hagan, LLC | 3,765 | $572.0K | 0.33% | +127+3.5% | Added |
| Brighton Jones LLC | 3,738 | $568.0K | 0.03% | +537+16.8% | Added |
| 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 |
| Trust Co of Toledo NA | 3,722 | $566.0K | 0.09% | −39−1.0% | Reduced |
| 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 |
| 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 |
| Psagot Value Holdings Ltd. / (Israel) | 3,689 | $561.0K | 0.10% | +3,689 | New |
| Private Trust Co NA | 3,662 | $557.0K | 0.08% | +568+18.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 3,631 | $552.0K | 0.00% | −94,675−96.3% | Reduced |
| 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 |
| Boyd Watterson Asset Management LLC | 3,580 | $544.0K | 0.20% | 00.0% | Unchanged |
| Private Capital Management LLC | 3,549 | $539.0K | 0.22% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 3,517 | $536.0K | 0.02% | +191+5.7% | Added |
| Inlet Private Wealth, LLC | 3,500 | $532.0K | 0.14% | 00.0% | Unchanged |
| Smithfield Trust Co | 3,497 | $531.0K | 0.04% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,489 | $530.0K | 0.03% | −633−15.4% | Reduced |
| Joel Isaacson & Co., LLC | 3,477 | $529.0K | 0.04% | +426+14.0% | Added |
| Mach-1 Financial Group, Inc. | 3,479 | $528.0K | 0.40% | +100+3.0% | Added |
| Federation des caisses Desjardins du Quebec | 3,474 | $527.9K | 0.01% | −213−5.8% | Reduced |
| American Portfolios Advisors | 3,454 | $525.0K | 0.02% | +424+14.0% | Added |
| Villere St Denis J & Co LLC | 3,433 | $521.0K | 0.03% | 00.0% | Unchanged |
| Ergoteles LLC | 3,416 | $519.0K | 0.02% | −349−9.3% | Reduced |
| WMS Partners, LLC | 3,378 | $514.0K | 0.08% | +9+0.3% | Added |
| Evoke Wealth, LLC | 3,373 | $512.0K | 0.02% | −534−13.7% | Reduced |
| Glassman Wealth Services | 3,354 | $510.0K | 0.11% | +32+1.0% | Added |
| Northeast Investment Management | 3,344 | $508.0K | 0.03% | 00.0% | Unchanged |
| Camden National Bank | 3,336 | $507.0K | 0.10% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 3,326 | $506.0K | 0.04% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 3,316 | $504.0K | 0.06% | 00.0% | Unchanged |
| Ar Asset Management Inc | 3,311 | $503.0K | 0.14% | 00.0% | Unchanged |
| Allworth Financial LP | 3,281 | $499.0K | 0.01% | +2,448+293.9% | Added |
| Diversified Trust Co | 3,271 | $497.0K | 0.02% | +3,271 | New |
| JNBA Financial Advisors | 3,262 | $496.0K | 0.07% | −67−2.0% | Reduced |
| Park Avenue Securities LLC | 3,253 | $495.0K | 0.01% | +533+19.6% | Added |
| Quadrant Capital Group LLC | 3,242 | $493.0K | 0.07% | +85+2.7% | 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 |
| Empirical Finance, LLC | 3,218 | $489.0K | 0.07% | +178+5.9% | Added |
| Focus Financial Network, Inc. | 3,210 | $488.0K | 0.07% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 3,177 | $483.0K | 0.03% | +129+4.2% | Added |
| Welch & Forbes LLC | 3,162 | $480.0K | 0.01% | −24−0.8% | Reduced |
| Brave Asset Management Inc | 3,080 | $468.0K | 0.14% | −100−3.1% | Reduced |
| Baldwin Brothers Inc | 3,055 | $464.0K | 0.05% | 00.0% | Unchanged |
| Mark Stevens | 3,050 | $464.0K | 0.05% | +87+2.9% | Added |
| High Note Wealth, LLC | 3,051 | $463.0K | 0.17% | 00.0% | Unchanged |
| Ledyard National Bank | 3,031 | $461.0K | 0.05% | 00.0% | Unchanged |
| Bank of New Hampshire | 3,058 | $458.0K | 0.12% | 00.0% | Unchanged |
| Versor Investments LP | 3,000 | $456.0K | 0.01% | +3,000 | New |
| SkyOak Wealth, LLC | 2,989 | $454.0K | 0.12% | +57+1.9% | Added |
| Checchi Capital Advisers, LLC | 2,977 | $453.0K | 0.06% | +67+2.3% | Added |
| Karpas Strategies, LLC | 2,840 | $451.0K | 0.15% | 00.0% | Unchanged |
| Tdam USA Inc. | 2,947 | $448.0K | 0.03% | +1,195+68.2% | Added |
| Equitable Trust Co | 2,942 | $447.0K | 0.03% | −125−4.1% | Reduced |
| Aries Wealth Management | 2,919 | $444.0K | 0.19% | −31−1.1% | Reduced |
| Mayfair Advisory Group, LLC | 2,924 | $443.0K | 0.68% | +105+3.7% | Added |
| Harbour Investments, Inc. | 2,906 | $442.0K | 0.01% | +29+1.0% | Added |
| Windsor Group LTD | 2,883 | $439.0K | 0.09% | +260+9.9% | Added |
| Marcum Wealth, LLC | 2,882 | $438.0K | 0.07% | +247+9.4% | Added |
| Moors & Cabot, Inc. | 2,864 | $435.0K | 0.03% | +312+12.2% | Added |
| Erste Asset Management GmbH | 2,800 | $433.7K | 0.01% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 2,847 | $433.0K | 0.01% | −100−3.4% | Reduced |
| Miracle Mile Advisors, LLC | 2,843 | $432.0K | 0.02% | +1,100+63.1% | Added |
| Homrich & Berg | 2,831 | $430.0K | 0.01% | +42+1.5% | Added |
| Advisor OS, LLC | 2,829 | $429.0K | 0.09% | +398+16.4% | Added |
| Balentine LLC | 2,816 | $428.0K | 0.02% | +2,816 | New |
| Carlson Capital Management | 2,812 | $427.0K | 0.05% | +10+0.4% | Added |
| Lincoln National Corp | 2,806 | $426.0K | 0.01% | +74+2.7% | Added |