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 |
|---|---|---|---|---|---|
| Waldron Private Wealth LLC | 2,802 | $426.0K | 0.02% | +397+16.5% | Added |
| Machina Capital S.A.S. | 2,800 | $426.0K | 0.92% | +800+40.0% | Added |
| HighMark Wealth Management LLC | 2,794 | $425.0K | 0.31% | +16+0.6% | Added |
| Great Diamond Partners, LLC | 2,776 | $421.0K | 0.12% | −21−0.8% | Reduced |
| Wealthspire Advisors, LLC | 2,758 | $419.0K | 0.01% | +2,758 | New |
| Parallax Volatility Advisers, L.P. | 2,718 | $413.0K | 0.00% | +2,075+322.7% | Added |
| Cambridge Trust Co | 2,696 | $410.0K | 0.02% | −10−0.4% | Reduced |
| Meeder Asset Management Inc | 2,682 | $408.0K | 0.02% | −143−5.1% | Reduced |
| Searle & Co. | 2,673 | $406.0K | 0.17% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 2,668 | $406.0K | 0.06% | +10.0% | Added |
| Farmers & Merchants Trust Co of Long Beach | 2,664 | $405.0K | 0.11% | 00.0% | Unchanged |
| Girard Partners Ltd. | 2,661 | $404.0K | 0.05% | −470−15.0% | Reduced |
| FinTrust Capital Advisors, LLC | 2,658 | $404.0K | 0.11% | +184+7.4% | Added |
| Associated Banc-Corp | 2,642 | $402.0K | 0.02% | 00.0% | Unchanged |
| Courier Capital LLC | 2,618 | $398.0K | 0.04% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 2,616 | $398.0K | 0.10% | +1,132+76.3% | Added |
| Edge Capital Group, LLC | 2,612 | $397.0K | 0.03% | +589+29.1% | Added |
| Clear Street Markets LLC | 2,602 | $396.0K | 0.09% | +2,602 | New |
| Appleton Partners Inc | 2,591 | $394.0K | 0.03% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 2,585 | $393.0K | 0.00% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 2,580 | $392.0K | 0.02% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 2,558 | $389.0K | 0.02% | +230+9.9% | Added |
| Level Four Advisory Services, LLC | 2,537 | $386.0K | 0.04% | +708+38.7% | Added |
| qPULA Trading Management LP | 2,531 | $385.0K | 0.60% | +2,531 | New |
| Wedbush Securities Inc | 2,522 | $383.0K | 0.02% | −223−8.1% | Reduced |
| SeaCrest Wealth Management, LLC | 2,499 | $380.0K | 0.05% | +68+2.8% | Added |
| Park National Corp | 2,493 | $379.0K | 0.02% | −120−4.6% | Reduced |
| Moody Lynn & Lieberson, LLC | 2,494 | $379.0K | 0.03% | +72+3.0% | Added |
| Alhambra Investment Partners LLC | 2,475 | $376.0K | 0.29% | 00.0% | Unchanged |
| Trust Asset Management LLC | 2,458 | $374.0K | 0.05% | +161+7.0% | Added |
| Modera Wealth Management, LLC | 2,463 | $374.0K | 0.02% | +591+31.6% | Added |
| Clarius Group, LLC | 2,454 | $373.0K | 0.03% | +38+1.6% | Added |
| Foundation Resource Management Inc | 2,448 | $372.0K | 0.08% | 00.0% | Unchanged |
| ARGI Investment Services, LLC | 2,449 | $372.0K | 0.01% | +5+0.2% | Added |
| Dorsey & Whitney Trust CO LLC | 2,435 | $370.0K | 0.03% | 00.0% | Unchanged |
| Toroso Investments, LLC | 2,417 | $367.0K | 0.01% | +358+17.4% | Added |
| Boit C F David | 2,400 | $366.0K | 0.25% | 00.0% | Unchanged |
| Balasa Dinverno & Foltz LLC | 2,399 | $365.0K | 0.03% | −127−5.0% | Reduced |
| Davis R M Inc | 2,398 | $365.0K | 0.01% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 2,392 | $364.0K | 0.21% | −1,338−35.9% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 2,391 | $363.0K | 0.08% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 2,390 | $363.0K | 0.10% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 2,388 | $363.0K | 0.06% | +197+9.0% | Added |
| Oberweis Asset Management Inc | 2,376 | $361.0K | 0.07% | +3+0.1% | Added |
| BFSG, LLC | 2,377 | $361.0K | 0.06% | +2,377 | New |
| First National Bank of South Miami | 2,348 | $357.0K | 0.24% | −75−3.1% | Reduced |
| Evermay Wealth Management LLC | 2,340 | $356.0K | 0.07% | −1,555−39.9% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 2,336 | $355.0K | 0.01% | +25+1.1% | Added |
| Salvus Wealth Management, LLC | 2,329 | $354.0K | 0.29% | −25−1.1% | Reduced |
| Equitable Holdings, Inc. | 2,326 | $354.0K | 0.01% | +103+4.6% | Added |
| Assetmark, Inc | 2,322 | $353.0K | 0.00% | −148−6.0% | Reduced |
| MJP Associates Inc | 2,324 | $353.0K | 0.12% | +90+4.0% | Added |
| Mid Atlantic Financial Management Inc | 2,315 | $352.0K | 0.02% | −473−17.0% | Reduced |
| Old National Bancorp | 2,311 | $351.0K | 0.01% | −15−0.6% | Reduced |
| TCI Wealth Advisors, Inc. | 2,307 | $351.0K | 0.06% | +15+0.7% | Added |
| Shepherd Kaplan Krochuk, LLC | 2,300 | $350.0K | 0.13% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 2,293 | $349.0K | 0.03% | +639+38.6% | Added |
| Laurel Wealth Advisors, Inc. | 2,292 | $348.0K | 0.06% | −402−14.9% | Reduced |
| Johnson Investment Counsel Inc | 2,258 | $343.0K | 0.00% | +161+7.7% | Added |
| SNS Financial Group, LLC | 2,244 | $341.0K | 0.04% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 2,235 | $340.0K | 0.02% | −160−6.7% | Reduced |
| Intercontinental Wealth Advisors, LLC | 2,227 | $339.0K | 0.08% | +115+5.4% | Added |
| Kestra Private Wealth Services, LLC | 2,221 | $338.0K | 0.02% | −47−2.1% | Reduced |
| DuPont Capital Management Corp | 2,218 | $337.0K | 0.01% | −2,918−56.8% | Reduced |
| Eudaimonia Partners, LLC | 2,220 | $337.0K | 0.06% | 00.0% | Unchanged |
| ForthRight Wealth Management, LLC | 2,214 | $337.0K | 0.20% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 2,217 | $337.0K | 0.08% | +850+62.2% | Added |
| Cobblestone Capital Advisors LLC | 2,213 | $336.0K | 0.02% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 2,212 | $336.0K | 0.03% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 2,210 | $336.0K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,207 | $335.0K | 0.10% | −322−12.7% | Reduced |
| V Wealth Advisors LLC | 2,200 | $334.0K | 0.05% | −44−2.0% | Reduced |
| Trustcore Financial Services, LLC | 2,200 | $334.0K | 0.03% | −10−0.5% | Reduced |
| Altfest L J & Co Inc | 2,171 | $330.0K | 0.07% | −15−0.7% | Reduced |
| First Citizens Bank & Trust Co | 2,171 | $330.0K | 0.02% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 2,170 | $330.0K | 0.01% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 2,168 | $330.0K | 0.01% | +71+3.4% | Added |
| Bryn Mawr Trust Co | 2,160 | $328.0K | 0.01% | −275−11.3% | Reduced |
| Apollon Wealth Management, LLC | 2,157 | $328.0K | 0.04% | +2,157 | New |
| Doyle Wealth Management | 2,151 | $327.0K | 0.03% | 00.0% | Unchanged |
| Jarislowsky, Fraser Ltd | 2,140 | $325.0K | 0.00% | −390−15.4% | Reduced |
| Formidable Asset Management, LLC | 2,137 | $325.0K | 0.06% | +27+1.3% | Added |
| Smith, Moore & Co. | 2,125 | $323.0K | 0.05% | 00.0% | Unchanged |
| Keystone Financial Group | 2,124 | $323.0K | 0.06% | 00.0% | Unchanged |
| Valley Brook Capital Group | 2,127 | $323.0K | 0.32% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 2,122 | $323.0K | 0.07% | +3+0.1% | Added |
| Gsa Capital Partners LLP | 2,125 | $323.0K | 0.03% | +2,125 | New |
| Defined Wealth Management, LLC | 2,121 | $322.0K | 0.29% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 2,110 | $321.0K | 0.06% | +2,110 | New |
| First Mercantile Trust Co | 2,089 | $317.0K | 0.04% | −211−9.2% | Reduced |
| Burke & Herbert Bank & Trust Co | 2,014 | $306.0K | 0.20% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2,004 | $305.0K | 0.01% | +2,004 | New |
| Bayesian Capital Management, LP | 1,998 | $304.0K | 0.09% | −7,768−79.5% | Reduced |
| TAP Consulting, LLC | 2,000 | $304.0K | 0.08% | 00.0% | Unchanged |
| First National Corp | 1,988 | $302.0K | 0.07% | +1,988 | New |
| Mark Sheptoff Financial Planning, LLC | 1,983 | $301.0K | 0.17% | −50−2.5% | Reduced |
| Orion Portfolio Solutions, LLC | 1,977 | $300.0K | 0.01% | +352+21.7% | Added |
| Integrated Advisors Network LLC | 1,962 | $298.0K | 0.02% | +32+1.7% | Added |
| Sutton Wealth Advisors Inc. | 1,956 | $297.3K | 0.11% | −3−0.2% | Reduced |
| Sawtooth Solutions, LLC | 1,953 | $297.0K | 0.05% | +592+43.5% | Added |