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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, 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
Q1 2021: 1,172 institutionsQ2 2021: 1,138 institutionsQ3 2021: 1,137 institutionsQ4 2021: 1,229 institutionsQ1 2022: 1,277 institutionsQ2 2022: 1,222 institutionsQ3 2022: 1,204 institutionsQ4 2022: 1,304 institutionsQ1 2023: 1,270 institutionsQ2 2023: 1,288 institutionsQ3 2023: 1,260 institutionsQ4 2023: 1,334 institutionsQ1 2024: 1,452 institutionsQ2 2024: 1,415 institutionsQ3 2024: 1,471 institutionsQ4 2024: 1,590 institutionsQ1 2025: 1,645 institutionsQ2 2025: 1,639 institutionsQ3 2025: 1,681 institutionsQ4 2025: 1,780 institutionsQ1 2026: 1,805 institutionsQ2 2026: 1,869 institutions
Value heldQ4 2021: $31.3B
Q1 2021: $31.5BQ2 2021: $31.0BQ3 2021: $31.1BQ4 2021: $31.3BQ1 2022: $36.0BQ2 2022: $33.1BQ3 2022: $29.7BQ4 2022: $36.0BQ1 2023: $32.3BQ2 2023: $32.5BQ3 2023: $30.5BQ4 2023: $36.0BQ1 2024: $43.6BQ2 2024: $38.8BQ3 2024: $44.0BQ4 2024: $45.6BQ1 2025: $49.8BQ2 2025: $50.7BQ3 2025: $51.9BQ4 2025: $53.8BQ1 2026: $52.1BQ2 2026: $61.0B
Institutions holding TRV and their total value by quarter
QuarterHoldersValue
Q2 20261,869$61.0B
Q1 20261,805$52.1B
Q4 20251,780$53.8B
Q3 20251,681$51.9B
Q2 20251,639$50.7B
Q1 20251,645$49.8B
Q4 20241,590$45.6B
Q3 20241,471$44.0B
Q2 20241,415$38.8B
Q1 20241,452$43.6B
Q4 20231,334$36.0B
Q3 20231,260$30.5B
Q2 20231,288$32.5B
Q1 20231,270$32.3B
Q4 20221,304$36.0B
Q3 20221,204$29.7B
Q2 20221,222$33.1B
Q1 20221,277$36.0B
Q4 20211,229$31.3B
Q3 20211,137$31.1B
Q2 20211,138$31.0B
Q1 20211,172$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
InstitutionSharesValue% of portfolioChange in sharesAction
Nuveen Asset Management, LLC1,148,623$179.7M0.05%−54,412−4.5%Reduced
Boston Partners1,238,416$193.8M0.23%−35,939−2.8%Reduced
Parametric Portfolio Associates LLC1,265,828$198.0M0.10%+11,526+0.9%Added
Charles Schwab Investment Management Inc1,379,941$215.9M0.06%+28,093+2.1%Added
Norges Bank1,438,254$225.0M0.05%−163,128−10.2%Reduced
AQR Capital Management LLC1,526,406$238.8M0.43%+246,423+19.3%Added
Bank of America Corp1,650,956$258.3M0.03%−1,197,272−42.0%Reduced
UBS Group AG1,652,147$258.4M0.10%+54,785+3.4%Added
Morgan Stanley1,760,300$275.4M0.03%+363,932+26.1%Added
UBS Asset Management Americas Inc1,801,059$281.7M0.11%+74,733+4.3%Added
Barclays PLC1,894,967$296.4M0.18%+887,224+88.0%Added
Legal & General Group Plc2,223,908$347.9M0.11%−155,035−6.5%Reduced
Bank of New York Mellon Corp2,294,514$358.9M0.06%−193,689−7.8%Reduced
Hotchkis & Wiley Capital Management LLC2,501,555$391.3M1.23%−123,181−4.7%Reduced
Nuance Investments, LLC2,552,380$399.3M7.03%−137,654−5.1%Reduced
First Eagle Investment Management, LLC3,093,075$483.9M1.21%−66,049−2.1%Reduced
Dimensional Fund Advisors LP3,128,404$489.4M0.15%+3,081+0.1%Added
JPMorgan Chase & Co3,142,681$491.6M0.06%−420.0%Reduced
Northern Trust Corp3,249,052$508.3M0.08%−62,500−1.9%Reduced
Invesco Ltd.3,494,490$546.6M0.13%−670,624−16.1%Reduced
Geode Capital Management, LLC4,233,724$660.7M0.08%+86,442+2.1%Added
Clearbridge Investments, LLC4,722,380$738.7M0.50%+13,775+0.3%Added
Price T Rowe Associates Inc5,448,678$852.3M0.08%+1,930,313+54.9%Added
Massachusetts Financial Services Co8,575,823$1.34B0.37%−69,847−0.8%Reduced
Capital International Investors8,695,213$1.36B0.29%−4,866,325−35.9%Reduced
State Street Corp17,289,745$2.70B0.13%+86,596+0.5%Added
FMR LLC18,229,193$2.85B0.21%+1,667,876+10.1%Added
BlackRock Inc.19,784,069$3.09B0.08%−689,357−3.4%Reduced
Vanguard Group Inc21,544,414$3.37B0.08%−108,158−0.5%Reduced
Manning & Napier Group, LLC0$00.00%−119,598−100.0%Sold out
Adage Capital Partners GP, L.L.C.0$00.00%−80,213−100.0%Sold out
AMP Capital Investors Ltd0$00.00%−75,379−100.0%Sold out
Interval Partners, LP0$00.00%−66,864−100.0%Sold out
Canada Pension Plan Investment Board0$00.00%−49,700−100.0%Sold out
Achmea Investment Management B.V.0$00.00%−49,635−100.0%Sold out
Mandatum Life Insurance Co Ltd0$00.00%−25,598−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−23,948−100.0%Sold out
Perkins Coie Trust Co0$00.00%−20,240−100.0%Sold out
Elk River Wealth Management, LLC0$00.00%−13,417−100.0%Sold out
Capula Management Ltd0$00.00%−11,922−100.0%Sold out
Sawgrass Asset Management LLC0$00.00%−9,218−100.0%Sold out
Wolverine Trading, LLC0$00.00%−7,292−100.0%Sold out
Cerity Partners LLC0$00.00%−6,785−100.0%Sold out
Seven Eight Capital, LP0$00.00%−6,603−100.0%Sold out
Grantham, Mayo, Van Otterloo & Co. LLC0$00.00%−6,500−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−4,597−100.0%Sold out
Mirabella Financial Services LLP0$00.00%−4,174−100.0%Sold out
XTX Topco Ltd0$00.00%−3,882−100.0%Sold out
WMS Partners, LLC0$00.00%−3,378−100.0%Sold out
Wealthspire Advisors, LLC0$00.00%−2,758−100.0%Sold out
Clear Street Markets LLC0$00.00%−2,602−100.0%Sold out
MJP Associates Inc0$00.00%−2,324−100.0%Sold out
SNS Financial Group, LLC0$00.00%−2,244−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−2,125−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−2,110−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−1,998−100.0%Sold out
Nwam LLC0$00.00%−1,831−100.0%Sold out
Northwest Quadrant Wealth Management, LLC0$00.00%−1,628−100.0%Sold out
Atlas Private Wealth Management0$00.00%−1,466−100.0%Sold out
Independent Solutions Wealth Management, LLC0$00.00%−1,444−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−1,421−100.0%Sold out
Sunbelt Securities, Inc.0$00.00%−1,354−100.0%Sold out
Buckingham Capital Management, Inc.0$00.00%−1,376−100.0%Sold out
Bridgewater Advisors Inc.0$00.00%−1,329−100.0%Sold out
Cahill Financial Advisors Inc0$00.00%−978−100.0%Sold out
Arkadios Wealth Advisors0$00.00%−895−100.0%Sold out
Ironwood Financial, llc0$00.00%−887−100.0%Sold out
Carderock Capital Management Inc0$00.00%−700−100.0%Sold out
Kowal Investment Group, LLC0$00.00%−614−100.0%Sold out
Jackson, Grant Investment Advisers, Inc.0$00.00%−577−100.0%Sold out
CX Institutional0$00.00%−514−100.0%Sold out
D'Orazio & Associates, Inc.0$00.00%−465−100.0%Sold out
Meridian Wealth Partners, LLC0$00.00%−430−100.0%Sold out
Prentice Wealth Management LLC0$00.00%−400−100.0%Sold out
Global Retirement Partners, LLC0$00.00%−362−100.0%Sold out
Migdal Insurance & Financial Holdings Ltd.0$00.00%−336−100.0%Sold out
Sterling Financial Planning, Inc.0$00.00%−250−100.0%Sold out
Capital Directions Investment Advisors, LLC0$00.00%−230−100.0%Sold out
Herold Advisors, Inc.0$00.00%−200−100.0%Sold out
Godsey & Gibb Associates0$00.00%−189−100.0%Sold out
Brewin Dolphin Ltd0$00.00%−171−100.0%Sold out
US Asset Management LLC0$00.00%−155−100.0%Sold out
Newbridge Financial Services Group, Inc.0$00.00%−151−100.0%Sold out
MCF Advisors LLC0$00.00%−122−100.0%Sold out
Holloway Wealth Management, LLC0$00.00%–Sold out
Walled Lake Planning & Wealth Management, LLC0$00.00%−92−100.0%Sold out
Gerber Kawasaki Wealth & Investment Management0$00.00%−89−100.0%Sold out
Cutler Group LP0$00.00%−84−100.0%Sold out
Syverson Strege & Co0$00.00%−74−100.0%Sold out
Liberty Wealth Management LLC0$00.00%−48−100.0%Sold out
Robbins Farley LLC0$00.00%−44−100.0%Sold out
Consolidated Planning Corp0$00.00%−24−100.0%Sold out
Atlas Private Wealth Advisors0$00.00%−22−100.0%Sold out
True Link Financial Advisors, LLC0$00.00%−17−100.0%Sold out
Arvest Bank Trust Division––––Not filed
Hexavest Inc.––––Not filed
B. Metzler seel. Sohn & Co. Holding AG––––Not filed
World Asset Management Inc––––Not filed
Optimal Asset Management, Inc.––––Not filed
Fma Advisory Inc––––Not filed