Travelers Companies, Inc.

TRV

Exchange: NYSE
Industry: Fire, Marine & Casualty Insurance
SEC CIK: 0000086312

SEC filings (opens in a new tab)

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, Q4 2021

Institutional positions in Travelers Companies, Inc. as of Dec 31, 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: 1,229; +114 vs. Q3 2021
Shares held: 200.3M; −3.86M (−1.9%) vs. Q3 2021
Total value: $31.3B; +$290.4M (+0.9%) vs. Q3 2021
New holders: 179; 389 more added
Sold out: 65; 407 more reduced

22 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 1,229 institutions

Value heldQ4 2021: $31.3B

Institutions holding TRV and their total value by quarter
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, Q4 2021

Shares, value and share of portfolio for each institution holding Travelers Companies, Inc.; share changes are against Q3 2021.

Institutions holding TRV in Q4 2021
Institution	Shares	Value	% of portfolio	Change in shares	Action
Meeder Asset Management Inc	3	$0	0.00%	−2,679−99.9%	Reduced
NVWM, LLC	1	$0	0.00%	00.0%	Unchanged
Aquire Wealth Advisors, LLC	1	$0	0.00%	+1	New
WestEnd Advisors, LLC	3	$469	0.00%	–	–
Resolute Partners Group	6	$1.00K	0.00%	−68−91.9%	Reduced
Tanaka Capital Management Inc	6	$1.00K	0.00%	00.0%	Unchanged
Covington Capital Management	6	$1.00K	0.00%	00.0%	Unchanged
Transamerica Financial Advisors, Inc.	5	$1.00K	0.03%	00.0%	Unchanged
Edge Wealth Management LLC	4	$1.00K	0.00%	00.0%	Unchanged
TFC Financial Management	7	$1.00K	0.00%	00.0%	Unchanged
Sittner & Nelson, LLC	8	$1.00K	0.00%	00.0%	Unchanged
Core Alternative Capital	9	$1.00K	0.00%	+9	New
Cassady Schiller Wealth Management, LLC	4	$1.00K	0.00%	+4	New
Comprehensive Financial Consultants Institutional, Inc.	8	$1.00K	0.00%	+8	New
Archer Investment Corp	7	$1.09K	0.00%	−84−92.3%	Reduced
PFS Partners, LLC	10	$1.56K	0.00%	+10	New
Howe & Rusling Inc	12	$2.00K	0.00%	00.0%	Unchanged
Rather & Kittrell, Inc.	13	$2.00K	0.00%	+13	New
Sierra Capital LLC	14	$2.00K	0.00%	+14	New
KB Financial Partners, LLC	12	$2.00K	0.00%	+12	New
Stephens Consulting, LLC	13	$2.03K	0.00%	+13	New
Creative Financial Designs Inc	16	$3.00K	0.00%	−13−44.8%	Reduced
Cordasco Financial Network	19	$3.00K	0.00%	00.0%	Unchanged
Private Ocean, LLC	22	$3.00K	0.00%	00.0%	Unchanged
McCarthy Asset Management, Inc.	21	$3.00K	0.00%	00.0%	Unchanged
Front Row Advisors LLC	18	$3.00K	0.00%	+6+50.0%	Added
Iron Horse Wealth Management, LLC	16	$3.00K	0.00%	00.0%	Unchanged
Capital Analysts, LLC	27	$4.00K	0.00%	−165−85.9%	Reduced
Schubert & Co	27	$4.00K	0.00%	+27	New
TD Ameritrade Investment Management, LLC	29	$5.00K	0.00%	−1,151−97.5%	Reduced
Cranbrook Wealth Management, LLC	34	$5.00K	0.00%	−15−30.6%	Reduced
Rockbridge Investment Management, LCC	30	$5.00K	0.00%	−16−34.8%	Reduced
Truvestments Capital LLC	34	$5.00K	0.00%	00.0%	Unchanged
NewSquare Capital LLC	41	$6.00K	0.00%	00.0%	Unchanged
SRS Capital Advisors, Inc.	39	$6.00K	0.00%	00.0%	Unchanged
Center for Financial Planning, Inc.	41	$6.00K	0.00%	00.0%	Unchanged
Castle Financial & Retirement Planning Associates, Inc.	35	$6.00K	0.02%	+35	New
Sound Income Strategies, LLC	40	$6.00K	0.00%	+40	New
Ahl Investment Management, Inc.	40	$6.00K	0.01%	+40	New
Versant Capital Management, Inc	43	$7.00K	0.00%	00.0%	Unchanged
Kozak & Associates, Inc.	43	$7.00K	0.00%	00.0%	Unchanged
Addison Advisors LLC	46	$7.00K	0.00%	+40+666.7%	Added
First Personal Financial Services	50	$8.00K	0.00%	−567−91.9%	Reduced
Mizuho Securities Co. Ltd.	50	$8.00K	0.00%	00.0%	Unchanged
Financial Management Professionals, Inc.	53	$8.00K	0.00%	00.0%	Unchanged
Column Capital Advisors, LLC	48	$8.00K	0.00%	+7+17.1%	Added
West Branch Capital LLC	50	$8.00K	0.00%	+50	New
Curi Capital	54	$8.00K	0.00%	+54	New
Dark Forest Capital Management LP	52	$8.00K	0.00%	+52	New
Level Financial Advisors, Inc.	50	$8.00K	0.01%	+50	New
Ogorek Anthony Joseph	60	$9.00K	0.00%	00.0%	Unchanged
Benson Investment Management Company, Inc.	56	$9.00K	0.00%	00.0%	Unchanged
Massmutual Trust Co FSB	57	$9.00K	0.00%	+9+18.8%	Added
PYA Waltman Capital, LLC	59	$9.00K	0.00%	+59	New
Rise Advisors, LLC	60	$9.34K	0.01%	+60	New
Wagner Wealth Management, LLC	64	$10.0K	0.01%	00.0%	Unchanged
Global Trust Asset Management, LLC	63	$10.0K	0.00%	00.0%	Unchanged
Carolinas Wealth Consulting LLC	65	$10.0K	0.00%	−1−1.5%	Reduced
Freedman Financial Associates, Inc.	64	$10.0K	0.01%	00.0%	Unchanged
Smith Group Asset Management, LLC	60	$10.0K	0.00%	00.0%	Unchanged
McClarren Financial Advisors, Inc.	59	$10.0K	0.01%	+43+268.8%	Added
Clear Perspectives Financial Planning, LLC	70	$11.0K	0.00%	00.0%	Unchanged
Laurel Wealth Planning LLC	68	$11.0K	0.01%	00.0%	Unchanged
Bivin & Associates, Inc.	71	$11.0K	0.01%	+71	New
Albion Financial Group	76	$12.0K	0.00%	00.0%	Unchanged
Coastal Capital Group, Inc.	77	$12.0K	0.00%	00.0%	Unchanged
Highlander Capital Management, LLC	75	$12.0K	0.01%	00.0%	Unchanged
First Bank & Trust	75	$12.0K	0.01%	+22+41.5%	Added
Toth Financial Advisory Corp	85	$13.0K	0.00%	00.0%	Unchanged
Norway Savings Bank	83	$13.0K	0.01%	00.0%	Unchanged
North Star Investment Management Corp.	85	$13.0K	0.00%	+15+21.4%	Added
Barnett & Company, Inc.	85	$13.0K	0.01%	+85	New
Tucker Asset Management LLC	100	$15.7K	0.01%	+100	New
Motco	100	$16.0K	0.00%	00.0%	Unchanged
Barrett Asset Management, LLC	104	$16.0K	0.00%	+4+4.0%	Added
Legacy Bridge, LLC	110	$17.0K	0.01%	00.0%	Unchanged
Burleson & Company, LLC	106	$17.0K	0.00%	00.0%	Unchanged
Delos Wealth Advisors, LLC	106	$17.0K	0.02%	+106	New
Kings Point Capital Management	112	$18.0K	0.00%	−150−57.3%	Reduced
Tradewinds Capital Management, LLC	112	$18.0K	0.00%	−11−8.9%	Reduced
Riggs Asset Managment Co. Inc.	115	$18.0K	0.00%	00.0%	Unchanged
Capital Advisors, Ltd. LLC	112	$18.0K	0.00%	+112	New
Amplius Wealth Advisors, LLC	121	$18.0K	0.00%	+121	New
High Net Worth Advisory Group LLC	117	$18.0K	0.01%	+117	New
Bogart Wealth, LLC	119	$19.0K	0.00%	00.0%	Unchanged
Global Wealth Management Investment Advisory, Inc.	120	$19.0K	0.01%	00.0%	Unchanged
Larson Financial Group LLC	123	$19.0K	0.00%	+100+434.8%	Added
Cribstone Capital Management, LLC	130	$20.0K	0.01%	00.0%	Unchanged
Country Trust Bank	128	$20.0K	0.00%	00.0%	Unchanged
SOA Wealth Advisors, LLC.	132	$20.0K	0.00%	+19+16.8%	Added
Equitec Proprietary Markets, LLC	126	$20.0K	0.01%	+126	New
Bedel Financial Consulting, Inc.	132	$21.0K	0.01%	+57+76.0%	Added
SJS Investment Consulting Inc.	133	$21.0K	0.01%	+133	New
Hudock, Inc.	143	$22.0K	0.01%	−167−53.9%	Reduced
Laurel Wealth Advisors LLC	138	$22.0K	0.00%	00.0%	Unchanged
Dixon Hughes Goodman Wealth Advisors LLC	139	$22.0K	0.01%	+139	New
Jones Financial Companies LLLP	148	$23.0K	0.00%	−761−83.7%	Reduced
Birch Capital Management, LLC	150	$23.0K	0.01%	00.0%	Unchanged
RWM Asset Management, LLC	150	$23.0K	0.00%	00.0%	Unchanged
Trust Co	144	$23.0K	0.01%	00.0%	Unchanged