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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Carmichael Hill & Associates, Inc. | 144 | $23.0K | 0.01% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 145 | $23.0K | 0.01% | +10+7.4% | Added |
| Signet Financial Management, LLC | 156 | $24.0K | 0.00% | +156 | New |
| EverSource Wealth Advisors, LLC | 153 | $24.0K | 0.01% | +153 | New |
| Interactive Financial Advisors | 158 | $25.0K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 162 | $25.3K | 0.01% | −35−17.8% | Reduced |
| Retirement Planning Co of New England, Inc. | 170 | $26.0K | 0.01% | +170 | New |
| Loomis Sayles & Co L P | 171 | $27.0K | 0.00% | −22−11.4% | Reduced |
| Hexagon Capital Partners LLC | 173 | $27.0K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 175 | $27.0K | 0.01% | +15+9.4% | Added |
| Bellevue Asset Management, LLC | 179 | $28.0K | 0.02% | −1−0.6% | Reduced |
| Westside Investment Management, Inc. | 183 | $28.0K | 0.00% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 180 | $28.0K | 0.01% | +180 | New |
| Widmann Financial Services, Inc. | 184 | $28.0K | 0.02% | +184 | New |
| Wolff Wiese Magana LLC | 187 | $29.0K | 0.02% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 185 | $29.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 188 | $29.0K | 0.01% | +146+347.6% | Added |
| Brown Brothers Harriman & Co | 186 | $29.0K | 0.00% | +152+447.1% | Added |
| Institutional & Family Asset Management, LLC | 198 | $31.0K | 0.00% | −338−63.1% | Reduced |
| Baldrige Asset Management LLC | 200 | $31.0K | 0.01% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 200 | $31.0K | 0.01% | +200 | New |
| Magnolia Capital Management Ltd | 200 | $31.0K | 0.02% | +200 | New |
| Princeton Global Asset Management LLC | 202 | $32.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 209 | $33.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 200 | $33.0K | 0.02% | 00.0% | Unchanged |
| Gould Capital, LLC | 211 | $33.0K | 0.02% | +211 | New |
| Point72 Hong Kong Ltd | 217 | $34.0K | 0.00% | −746−77.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 221 | $35.0K | 0.00% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 226 | $35.0K | 0.00% | +226 | New |
| Dividend Assets Capital, LLC | 222 | $35.0K | 0.01% | +222 | New |
| Atlas Capital Advisors LLC | 226 | $35.4K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 231 | $36.0K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 236 | $37.0K | 0.00% | +236 | New |
| AIA Group Ltd | 236 | $37.0K | 0.00% | +236 | New |
| Thompson Siegel & Walmsley LLC | 242 | $38.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 243 | $38.0K | 0.00% | +52+27.2% | Added |
| Atwood & Palmer Inc | 248 | $39.0K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 255 | $40.0K | 0.01% | +1+0.4% | Added |
| Crewe Advisors LLC | 257 | $40.0K | 0.01% | 00.0% | Unchanged |
| Old North State Trust, LLC | 258 | $40.0K | 0.03% | +251+3,585.7% | Added |
| Ahrens Investment Partners LLC | 261 | $41.0K | 0.02% | +261 | New |
| Vestor Capital, LLC | 275 | $43.0K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 278 | $43.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 276 | $43.0K | 0.01% | +187+210.1% | Added |
| Silvant Capital Management LLC | 279 | $44.0K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 282 | $44.1K | 0.01% | +40+16.5% | Added |
| Financial Perspectives, Inc | 290 | $45.4K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 294 | $46.0K | 0.01% | −10−3.3% | Reduced |
| Sargent Bickham Lagudis LLC | 297 | $46.0K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 298 | $47.0K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 310 | $48.0K | 0.07% | +310 | New |
| GPS Wealth Strategies Group, LLC | 315 | $49.0K | 0.01% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | – | $50.0K | 0.04% | – | New |
| Washington Trust Advisors, Inc. | 319 | $50.0K | 0.00% | +319 | New |
| RE Dickinson Investment Advisors, LLC | 325 | $51.0K | 0.04% | +325 | New |
| Central Bank & Trust Co | 340 | $53.0K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 338 | $53.0K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 360 | $56.0K | 0.04% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 382 | $60.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 386 | $60.0K | 0.01% | +386 | New |
| Lee Financial Co | 399 | $63.0K | 0.01% | −35−8.1% | Reduced |
| First Financial Corp | 431 | $67.0K | 0.04% | −40−8.5% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 432 | $68.0K | 0.00% | −4,963−92.0% | Reduced |
| Clearview Wealth Advisors LLC | 439 | $69.0K | 0.04% | +2+0.5% | Added |
| First Command Bank | 467 | $71.0K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 451 | $71.0K | 0.02% | 00.0% | Unchanged |
| Gradient Investments LLC | 458 | $72.0K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 467 | $73.0K | 0.01% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 468 | $73.0K | 0.04% | +468 | New |
| Prestige Wealth Management Group LLC | 467 | $74.0K | 0.02% | −34−6.8% | Reduced |
| Charter Oak Capital Management, LLC | 477 | $75.0K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 478 | $75.0K | 0.01% | +2+0.4% | Added |
| Cornerstone Advisory, LLC | 483 | $76.0K | 0.01% | +483 | New |
| Accel Wealth Management | 504 | $79.0K | 0.04% | +1+0.2% | Added |
| Tyler-Stone Wealth Management | 502 | $79.0K | 0.04% | +502 | New |
| Tarbox Family Office, Inc. | 514 | $80.0K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 515 | $81.0K | 0.09% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 528 | $83.0K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 540 | $84.0K | 0.00% | −8,763−94.2% | Reduced |
| O'Dell Group, LLC | 539 | $84.0K | 0.02% | +1+0.2% | Added |
| Citizens National Bank Trust Department | 550 | $86.0K | 0.03% | +550 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 562 | $88.0K | 0.01% | −36−6.0% | Reduced |
| Glassman Wealth Services | 590 | $92.0K | 0.02% | −2,764−82.4% | Reduced |
| Bray Capital Advisors | 596 | $93.0K | 0.02% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 609 | $96.0K | 0.04% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 610 | $96.0K | 0.01% | +86+16.4% | Added |
| Harbour Investments, Inc. | 629 | $98.0K | 0.01% | −2,277−78.4% | Reduced |
| Snowden Capital Advisors LLC | 627 | $98.0K | 0.01% | −707−53.0% | Reduced |
| Dougherty Wealth Advisers LLC | 628 | $98.0K | 0.14% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 632 | $99.0K | 0.01% | −21−3.2% | Reduced |
| Salem Investment Counselors Inc | 648 | $101.0K | 0.00% | +25+4.0% | Added |
| Monetary Management Group Inc | 650 | $102.0K | 0.03% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 668 | $104.0K | 0.02% | −2−0.3% | Reduced |
| Adirondack Trust Co | 680 | $106.0K | 0.05% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 676 | $106.0K | 0.02% | +11+1.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 700 | $110.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 706 | $110.0K | 0.02% | +315+80.6% | Added |
| Tobam | 710 | $111.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 725 | $113.0K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 664 | $114.0K | 0.02% | −50−7.0% | Reduced |