Skip to main content
Livermore
Livermore
ZHEN

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.

Q4 2021 vs. Q3 2021

How the institutions holding Travelers Companies, Inc. changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of TRV: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders1,137221,229+114
Shares204.3M200.5K200.3M−3.86M (−1.9%)
Value$31.1B$30.4M$31.3B+$290.4M (+0.9%)

22 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (179)

Institutions that held Travelers Companies, Inc. at the end of Q4 2021 but not at the end of Q3 2021.

Showing the largest 100 of 179 by value.

Institutions new to TRV in Q4 2021
InstitutionSharesValue% of portfolio
Eaton Vance Management424,618$66.4M0.08%
Marshall Wace, LLP262,615$41.1M0.08%
Renaissance Technologies LLC220,772$34.5M0.04%
Paralel Advisors LLC220,000$34.4M1.99%
Capitolis Advisors LLC177,510$27.8M0.17%
Arvest Trust Co N A93,998$14.7M0.77%
Industrial Alliance Investment Management Inc.48,155$7.53M0.17%
Yousif Capital Management, LLC47,079$7.37M0.08%
Tudor Investment Corp Et Al32,035$5.01M0.10%
National Bank of Canada30,696$4.82M0.02%
Occudo Quantitative Strategies LP28,162$4.41M0.39%
HRT Financial LP25,550$4.00M0.02%
CWM, LLC23,488$3.67M0.03%
Bridgewater Associates, LP22,945$3.59M0.02%
Culbertson A N & Co Inc22,095$3.46M0.65%
Twinbeech Capital LP22,000$3.44M0.20%
Stonegate Investment Group, LLC20,013$3.13M0.13%
Two Sigma Investments, LP19,520$3.05M0.01%
Generali Powszechne Towarzystwo Emerytalne18,893$2.96M2.82%
B. Metzler seel. Sohn & Co. AG18,737$2.94M0.04%
Desjardins Global Asset Management Inc.17,699$2.77M0.24%
Crestline Management, LP17,596$2.75M0.21%
Trexquant Investment LP16,003$2.50M0.15%
Arabesque Asset Management Ltd11,045$1.73M0.50%
Kinneret Advisory, LLC10,954$1.71M0.18%
Lifeworks Advisors, LLC10,553$1.65M1.32%
Centiva Capital, LP10,329$1.62M0.10%
Summit Global Investments10,200$1.60M0.10%
Paloma Partners Management Co9,377$1.47M0.05%
Cowen and Company, LLC9,316$1.46M0.14%
Capital Wealth Planning, LLC8,000$1.25M0.03%
Aigen Investment Management, LP7,797$1.21M0.07%
Verition Fund Management LLC7,376$1.15M0.01%
GSB Wealth Management, LLC7,136$1.12M0.32%
Asset Allocation & Management Company, LLC6,768$1.06M0.36%
Tevis Investment Management6,698$1.05M0.91%
CoreCap Advisors, LLC6,342$992.0K0.07%
Elmwood Wealth Management, Inc.6,144$961.0K0.46%
Sageworth Trust Co of South Dakota5,695$891.0K1.37%
Wilson & Boucher Capital Management, LLC5,644$883.0K0.80%
DCM Advisors, LLC5,421$848.0K0.25%
Echo Street Capital Management LLC5,112$800.0K0.01%
Tradewinds, LLC.3,853$734.0K0.87%
Teza Capital Management LLC4,412$690.0K0.18%
Vectors Research Management, LLC4,225$661.0K0.14%
Stratos Wealth Partners, LTD.4,193$656.0K0.01%
Manteio Capital LLC4,178$654.0K0.84%
Campbell & CO Investment Adviser LLC4,150$649.0K0.22%
Metatron Capital SICAV plc4,116$643.8K0.61%
Y-Intercept (Hong Kong) Ltd4,101$642.0K0.15%
Quent Capital, LLC3,527$552.0K0.12%
Flynn Zito Capital Management, LLC3,470$543.0K0.46%
Money Concepts Capital Corp3,330$521.0K0.04%
Lombard Odier Asset Management (Switzerland) SA3,318$519.0K0.03%
HB Wealth Management, LLC3,300$516.0K0.01%
Coldstream Capital Management Inc3,229$505.0K0.02%
Harvest Volatility Management LLC3,173$496.0K0.02%
Evernest Financial Advisors, LLC2,215$475.2K0.25%
First National Bank Sioux Falls3,031$474.0K0.51%
Sequoia Financial Advisors, LLC3,016$472.0K0.01%
Saxon Interests, Inc.2,867$468.0K0.26%
City State Bank2,987$467.0K0.29%
Magnetar Financial LLC2,930$458.0K0.00%
Lewis Capital Management, LLC2,899$453.0K0.47%
Kingsview Wealth Management, LLC2,816$441.0K0.02%
Northcape Wealth Management, LLC2,800$438.0K0.15%
Stiles Financial Services Inc2,731$427.0K0.21%
Biltmore Family Office, LLC2,669$418.0K0.08%
Peregrine Asset Advisers, Inc.2,563$401.0K0.16%
Steward Financial Group LLC2,559$400.0K0.37%
Walleye Trading LLC2,476$387.0K0.01%
Hilltop Holdings Inc.2,360$369.0K0.04%
Arcus Capital Partners, LLC2,326$364.0K0.12%
Burton Enright Welch2,221$347.4K0.23%
CRA Financial Services, LLC2,200$344.0K0.10%
WFA Asset Management Corp2,196$343.5K0.22%
Metis Global Partners, LLC2,177$340.0K0.09%
Simplex Trading, LLC2,144$335.0K0.01%
MKT Advisors LLC1,990$334.0K0.26%
Maven Securities LTD2,105$329.0K0.04%
Vahanian & Associates Financial Planning Inc.2,081$326.0K0.26%
Prelude Capital Management, LLC2,054$321.0K0.02%
Quantbot Technologies LP2,030$317.0K0.03%
Basepoint Wealth LLC1,938$303.2K0.30%
Evergreen Wealth Solutions, LLC1,889$296.0K0.27%
American Trust1,855$290.0K0.02%
Quadrature Capital Ltd1,831$286.0K0.02%
Wintrust Investments LLC1,816$284.0K0.03%
First Farmers & Merchants Bank / Trust1,762$276.0K0.27%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management1,751$274.0K0.01%
Schechter Investment Advisors, LLC1,753$274.0K0.02%
Covestor Ltd1,730$271.0K0.38%
Ascent Group, LLC1,652$269.0K0.03%
Sageworth Trust Co1,713$268.0K0.02%
Destination Wealth Management1,685$264.0K0.01%
Robertson Stephens Wealth Management, LLC1,682$263.0K0.02%
Castleview Partners, LLC40,202$257.0K0.00%
Wealth Effects LLC1,628$255.0K0.11%
Relaxing Retirement Coach1,600$250.0K0.14%
Golden State Wealth Management, LLC1,581$247.0K0.04%

Sold out (65)

Institutions that held Travelers Companies, Inc. at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of TRV in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Manning & Napier Group, LLC119,598$18.2M
Adage Capital Partners GP, L.L.C.80,213$12.2M
AMP Capital Investors Ltd75,379$11.5M
Interval Partners, LP66,864$10.2M
Canada Pension Plan Investment Board49,700$7.55M
Achmea Investment Management B.V.49,635$7.54M
Mandatum Life Insurance Co Ltd25,598$3.89M
Schonfeld Strategic Advisors LLC23,948$3.64M
Perkins Coie Trust Co20,240$3.08M
Elk River Wealth Management, LLC13,417$2.04M
Capula Management Ltd11,922$1.81M
Sawgrass Asset Management LLC9,218$1.40M
Wolverine Trading, LLC7,292$1.13M
Cerity Partners LLC6,785$1.03M
Seven Eight Capital, LP6,603$1.00M
Grantham, Mayo, Van Otterloo & Co. LLC6,500$988.0K
Capstone Investment Advisors, LLC4,597$699.0K
Mirabella Financial Services LLP4,174$634.0K
XTX Topco Ltd3,882$590.0K
WMS Partners, LLC3,378$514.0K
Wealthspire Advisors, LLC2,758$419.0K
Clear Street Markets LLC2,602$396.0K
MJP Associates Inc2,324$353.0K
SNS Financial Group, LLC2,244$341.0K
Gsa Capital Partners LLP2,125$323.0K
International Assets Investment Management, LLC2,110$321.0K
Bayesian Capital Management, LP1,998$304.0K
Nwam LLC1,831$278.0K
Northwest Quadrant Wealth Management, LLC1,628$252.0K
Atlas Private Wealth Management1,466$223.0K
Independent Solutions Wealth Management, LLC1,444$219.5K
Edgestream Partners, L.P.1,421$216.0K
Sunbelt Securities, Inc.1,354$212.0K
Buckingham Capital Management, Inc.1,376$209.0K
Bridgewater Advisors Inc.1,329$202.0K
Cahill Financial Advisors Inc978$149.0K
Arkadios Wealth Advisors895$136.0K
Ironwood Financial, llc887$135.0K
Carderock Capital Management Inc700$106.0K
Kowal Investment Group, LLC614$93.0K
Jackson, Grant Investment Advisers, Inc.577$88.0K
CX Institutional514$78.0K
D'Orazio & Associates, Inc.465$71.0K
Meridian Wealth Partners, LLC430$66.0K
Prentice Wealth Management LLC400$61.0K
Global Retirement Partners, LLC362$55.0K
Migdal Insurance & Financial Holdings Ltd.336$51.0K
Sterling Financial Planning, Inc.250$38.0K
Capital Directions Investment Advisors, LLC230$35.0K
Herold Advisors, Inc.200$30.0K
Godsey & Gibb Associates189$29.0K
Brewin Dolphin Ltd171$26.0K
US Asset Management LLC155$24.0K
Newbridge Financial Services Group, Inc.151$23.0K
MCF Advisors LLC122$19.0K
Holloway Wealth Management, LLC–$14.0K
Walled Lake Planning & Wealth Management, LLC92$14.0K
Gerber Kawasaki Wealth & Investment Management89$13.0K
Cutler Group LP84$12.0K
Syverson Strege & Co74$11.0K
Liberty Wealth Management LLC48$8.00K
Robbins Farley LLC44$7.00K
Consolidated Planning Corp24$4.00K
Atlas Private Wealth Advisors22$3.00K
True Link Financial Advisors, LLC17$3.00K

Not filed for Q4 2021 yet (22)

Institutions that held Travelers Companies, Inc. at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding TRV in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Arvest Bank Trust Division94,838$14.4M
Hexavest Inc.37,907$5.76M
B. Metzler seel. Sohn & Co. Holding AG16,109$2.45M
World Asset Management Inc10,723$1.63M
Optimal Asset Management, Inc.7,061$1.07M
Fma Advisory Inc5,074$771.0K
HighPoint Advisor Group LLC4,841$736.0K
Wealth Quarterback LLC4,638$675.0K
Psagot Investment House Ltd.3,689$561.0K
Homrich & Berg2,831$430.0K
Mid Atlantic Financial Management Inc2,315$352.0K
Eudaimonia Partners, LLC2,220$337.0K
First Mercantile Trust Co2,089$317.0K
Cardan Capital Partners, LLC1,457$221.0K
NorthCoast Asset Management LLC1,316$200.0K
Sonora Investment Management, LLC1,175$179.0K
Berman Capital Advisors, LLC1,105$167.0K
Mercer Capital Advisers, Inc.412$63.0K
Filbrandt Wealth Management, LLC280$43.0K
Towarzystwo Funduszy Inwestycyjnych Pzu SA200$30.4K
Security National Trust Co129$19.0K
BBVA USA44$7.00K