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 |
|---|---|---|---|---|---|
| Marco Investment Management LLC | 1,935 | $294.0K | 0.03% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 1,930 | $293.0K | 0.02% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 1,930 | $293.0K | 0.05% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 1,920 | $292.0K | 0.09% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 1,915 | $291.0K | 0.11% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 1,896 | $289.0K | 0.26% | +13+0.7% | Added |
| Boston Family Office LLC | 1,900 | $289.0K | 0.02% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 1,886 | $287.0K | 0.08% | +218+13.1% | Added |
| CWA Asset Management Group, LLC | 1,872 | $285.0K | 0.02% | +19+1.0% | Added |
| Investors Research Corp | 1,874 | $285.0K | 0.10% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 1,862 | $283.0K | 0.06% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 1,858 | $282.0K | 0.07% | 00.0% | Unchanged |
| Advisors Management Group Inc | 1,839 | $280.0K | 0.09% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 1,841 | $280.0K | 0.07% | −68−3.6% | Reduced |
| Stillwater Investment Management, LLC | 1,838 | $279.0K | 0.07% | +1+0.1% | Added |
| South State Corp. | 1,832 | $278.0K | 0.02% | 00.0% | Unchanged |
| Nwam LLC | 1,831 | $278.0K | 0.03% | +10+0.5% | Added |
| Ridgecrest Wealth Partners, LLC | 1,827 | $278.0K | 0.15% | +36+2.0% | Added |
| Ridgewood Investments LLC | 1,822 | $277.0K | 0.19% | −2,331−56.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 1,821 | $277.0K | 0.02% | −650−26.3% | Reduced |
| Essex Savings Bank | 1,723 | $275.0K | 0.10% | −13−0.7% | Reduced |
| ExodusPoint Capital Management, LP | 1,793 | $273.0K | 0.00% | −17,468−90.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 1,796 | $273.0K | 0.02% | +198+12.4% | Added |
| D L Carlson Investment Group Inc | 1,777 | $270.0K | 0.05% | −190−9.7% | Reduced |
| Neville Rodie & Shaw Inc | 1,775 | $270.0K | 0.02% | 00.0% | Unchanged |
| Great Point Wealth Advisors, LLC | 1,775 | $270.0K | 0.09% | 00.0% | Unchanged |
| Fiduciary Group LLC | 1,678 | $269.0K | 0.03% | −90−5.1% | Reduced |
| Lido Advisors, LLC | 1,776 | $269.0K | 0.01% | +372+26.5% | Added |
| Aptus Capital Advisors, LLC | 1,760 | $268.0K | 0.01% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 1,743 | $265.0K | 0.01% | −85−4.6% | Reduced |
| Van Eck Associates Corp | 1,743 | $265.0K | 0.00% | +337+24.0% | Added |
| Leavell Investment Management, Inc. | 1,727 | $262.0K | 0.02% | 00.0% | Unchanged |
| United Bank | 1,719 | $261.0K | 0.03% | 00.0% | Unchanged |
| Thomasville National Bank | 1,708 | $260.0K | 0.03% | −982−36.5% | Reduced |
| Tiemann Investment Advisors, LLC | 1,693 | $257.0K | 0.12% | +1+0.1% | Added |
| Pavion Blue Capital, LLC | 1,688 | $257.0K | 0.16% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 1,628 | $252.0K | 0.07% | +8+0.5% | Added |
| Fukoku Mutual Life Insurance Co | 1,660 | $252.0K | 0.02% | +260+18.6% | Added |
| Latitude Advisors, LLC | 1,658 | $252.0K | 0.08% | +1,658 | New |
| Shelton Capital Management | 1,654 | $251.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,648 | $251.0K | 0.03% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 1,651 | $251.0K | 0.10% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 1,638 | $249.0K | 0.07% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 1,631 | $248.0K | 0.04% | +28+1.7% | Added |
| Renaissance Group LLC | 1,626 | $247.0K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,619 | $246.0K | 0.02% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 1,612 | $245.0K | 0.06% | +15+0.9% | Added |
| Sandy Spring Bank | 1,601 | $243.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 1,591 | $242.0K | 0.05% | −3−0.2% | Reduced |
| Randolph Co Inc | 1,577 | $240.0K | 0.03% | 00.0% | Unchanged |
| Sloy Dahl & Holst, LLC | 1,574 | $239.0K | 0.05% | −45−2.8% | Reduced |
| Flagship Harbor Advisors, LLC | 1,599 | $239.0K | 0.03% | 00.0% | Unchanged |
| Somerville Kurt F | 1,575 | $239.0K | 0.04% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 1,575 | $239.0K | 0.09% | +1,575 | New |
| Plante Moran Financial Advisors, LLC | 1,569 | $238.0K | 0.05% | −600−27.7% | Reduced |
| Carroll Financial Associates, Inc. | 1,569 | $238.0K | 0.01% | +11+0.7% | Added |
| Wade G W & Inc | 1,565 | $238.0K | 0.01% | +153+10.8% | Added |
| Mount Yale Investment Advisors, LLC | 1,564 | $238.0K | 0.03% | +1,564 | New |
| Evergreen Capital Management LLC | 1,553 | $236.0K | 0.01% | +1,553 | New |
| Centaurus Financial, Inc. | 1,548 | $235.0K | 0.02% | +138+9.8% | Added |
| Heritage Wealth Advisors | 1,535 | $233.3K | 0.01% | +1+0.1% | Added |
| Carnegie Capital Asset Management, LLC | 1,536 | $233.0K | 0.01% | −69−4.3% | Reduced |
| Wellington Shields & Co., LLC | 1,526 | $232.0K | 0.08% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 1,522 | $231.0K | 0.12% | −211−12.2% | Reduced |
| Avantax Planning Partners, Inc. | 1,518 | $231.0K | 0.01% | +14+0.9% | Added |
| Anchor Investment Management, LLC | 1,510 | $229.5K | 0.03% | 00.0% | Unchanged |
| Sippican Capital Advisors | 1,500 | $228.0K | 0.20% | −25−1.6% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 1,500 | $228.0K | 0.01% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 1,495 | $227.0K | 0.10% | 00.0% | Unchanged |
| Washington Trust Co | 1,492 | $227.0K | 0.01% | 00.0% | Unchanged |
| Farmers Trust Co | 1,489 | $227.0K | 0.05% | −5−0.3% | Reduced |
| Linscomb & Williams, Inc. | 1,496 | $227.0K | 0.01% | +1,496 | New |
| Old Port Advisors | 1,459 | $226.0K | 0.08% | −20−1.4% | Reduced |
| Verdence Capital Advisors LLC | 1,479 | $225.0K | 0.03% | −777−34.4% | Reduced |
| Great Valley Advisor Group, Inc. | 1,479 | $225.0K | 0.02% | +2+0.1% | Added |
| Atlas Private Wealth Management | 1,466 | $223.0K | 0.14% | −99−6.3% | Reduced |
| Marino, Stram & Associates LLC | 1,459 | $222.0K | 0.08% | −12,979−89.9% | Reduced |
| TownSquare Capital, LLC | 1,459 | $222.0K | 0.01% | +1,459 | New |
| Vigilant Capital Management, LLC | 1,452 | $221.0K | 0.02% | +9+0.6% | Added |
| Cardan Capital Partners, LLC | 1,457 | $221.0K | 0.02% | +57+4.1% | Added |
| Abner Herrman & Brock LLC | 1,453 | $221.0K | 0.03% | +1,453 | New |
| Fulcrum Asset Management LLP | – | $220.0K | 0.11% | – | – |
| Spinnaker Trust | 1,445 | $220.0K | 0.02% | 00.0% | Unchanged |
| Golden State Equity Partners | 1,445 | $220.0K | 0.09% | +75+5.5% | Added |
| First Nebraska Trust Co | 1,446 | $219.8K | 0.03% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 1,444 | $219.5K | 0.05% | +1,444 | New |
| Bickling Financial Services, Inc. | 1,443 | $219.0K | 0.11% | +7+0.5% | Added |
| Good Life Advisors, LLC | 1,437 | $219.0K | 0.03% | +22+1.6% | Added |
| One Wealth Advisors, LLC | 1,439 | $219.0K | 0.06% | +1,439 | New |
| Santori & Peters | 1,438 | $218.0K | 0.12% | +2+0.1% | Added |
| Alpha Cubed Investments, LLC | 1,419 | $216.0K | 0.02% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 1,422 | $216.0K | 0.00% | +78+5.8% | Added |
| Edgestream Partners, L.P. | 1,421 | $216.0K | 0.01% | +1,421 | New |
| Cypress Capital Management LLC | 1,438 | $215.0K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,411 | $214.0K | 0.06% | +14+1.0% | Added |
| Clearstead Advisors, LLC | 1,407 | $214.0K | 0.02% | +28+2.0% | Added |
| Windsor Capital Management, LLC | 1,412 | $214.0K | 0.07% | +1,412 | New |
| Eagle Ridge Investment Management | 1,401 | $213.0K | 0.02% | +1,401 | New |
| Personal Capital Advisors Corp | 1,403 | $213.0K | 0.00% | +1,403 | New |
| Sunbelt Securities, Inc. | 1,354 | $212.0K | 0.04% | 00.0% | Unchanged |