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 |
|---|---|---|---|---|---|
| Tompkins Financial Corp | 737 | $116.0K | 0.02% | −167−18.5% | Reduced |
| Field & Main Bank | 743 | $116.0K | 0.07% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 739 | $116.0K | 0.02% | 00.0% | Unchanged |
| FourThought Financial, LLC | 774 | $121.0K | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 780 | $122.0K | 0.01% | +47+6.4% | Added |
| Eagle Bay Advisors LLC | 798 | $125.0K | 0.08% | −329−29.2% | Reduced |
| Tortoise Investment Management, LLC | 797 | $125.0K | 0.02% | +2+0.3% | Added |
| Global Financial Private Client, LLC | 800 | $125.1K | 0.06% | +600+300.0% | Added |
| Graves-Light Private Wealth Management, Inc. | 815 | $127.0K | 0.02% | 00.0% | Unchanged |
| United Community Bank | 820 | $128.3K | 0.13% | +820 | New |
| Zions Bancorporation, N.A. | 838 | $131.0K | 0.01% | −52−5.8% | Reduced |
| First Community Trust NA | 845 | $132.2K | 0.11% | +845 | New |
| Glen Eagle Advisors, LLC | 846 | $132.3K | 0.03% | +6+0.7% | Added |
| Mascoma Wealth Management LLC | 857 | $134.0K | 0.05% | 00.0% | Unchanged |
| Westpac Banking Corp | 866 | $135.5K | 0.00% | −66,028−98.7% | Reduced |
| Blue Chip Partners, Inc. | 869 | $136.0K | 0.02% | +5+0.6% | Added |
| IFP Advisors, Inc | 866 | $137.0K | 0.00% | −179−17.1% | Reduced |
| Confluence Wealth Services, Inc. | 938 | $146.0K | 0.05% | +938 | New |
| Logan Capital Management Inc | 950 | $149.0K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 957 | $149.7K | 0.02% | +47+5.2% | Added |
| JFS Wealth Advisors, LLC | 960 | $150.0K | 0.01% | +48+5.3% | Added |
| Pin Oak Investment Advisors Inc | 997 | $156.0K | 0.16% | 00.0% | Unchanged |
| Truehand, Inc | 1,000 | $156.0K | 0.09% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 996 | $156.0K | 0.13% | +996 | New |
| Pflug Koory, LLC | 1,008 | $158.0K | 0.08% | +151+17.6% | Added |
| Mystic Asset Management, Inc. | 1,012 | $158.0K | 0.07% | +1,012 | New |
| Key Financial Inc | 1,036 | $162.0K | 0.08% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 1,055 | $165.0K | 0.01% | −1,163−52.4% | Reduced |
| Cozad Asset Management Inc | 1,067 | $167.0K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,083 | $169.0K | 0.01% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,096 | $171.0K | 0.02% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 1,093 | $171.0K | 0.07% | +1,093 | New |
| Blume Capital Management, Inc. | 1,100 | $172.0K | 0.06% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,114 | $174.0K | 0.05% | +8+0.7% | Added |
| State of Wyoming | 1,113 | $174.0K | 0.08% | +70+6.7% | Added |
| Alaska Permanent Fund Corp | 1,069 | $178.0K | 0.00% | +1,069 | New |
| Parkside Financial Bank & Trust | 1,155 | $181.0K | 0.04% | −256−18.1% | Reduced |
| Clean Yield Group | 1,185 | $185.0K | 0.06% | −115−8.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,196 | $187.0K | 0.03% | −373−23.8% | Reduced |
| Neo Ivy Capital Management | 1,203 | $188.0K | 0.27% | +1,203 | New |
| Laffer Tengler Investments | 1,217 | $190.4K | 0.05% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 1,227 | $191.0K | 0.01% | −342−21.8% | Reduced |
| Earnest Partners LLC | 1,225 | $192.0K | 0.00% | −19−1.5% | Reduced |
| Northern Oak Wealth Management Inc | 1,227 | $192.0K | 0.02% | 00.0% | Unchanged |
| USAdvisors Wealth Management, LLC | 1,282 | $201.0K | 0.08% | +1,282 | New |
| Hudson Portfolio Management LLC | 1,285 | $201.0K | 0.18% | +1,285 | New |
| Echo45 Advisors LLC | 1,286 | $201.0K | 0.16% | +1,286 | New |
| Transcend Wealth Collective, LLC | 1,297 | $203.0K | 0.02% | +41+3.3% | Added |
| Bank Ozk | 1,299 | $203.0K | 0.08% | +1,299 | New |
| Paragon Capital Management Ltd | 1,300 | $203.0K | 0.03% | +1,300 | New |
| Karp Capital Management Corp | 1,298 | $203.0K | 0.03% | +1,298 | New |
| Oakworth Capital, Inc. | 1,300 | $204.0K | 0.02% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 1,304 | $204.0K | 0.07% | +1,304 | New |
| Jump Financial, LLC | 1,305 | $204.0K | 0.01% | +1,305 | New |
| Krilogy Financial LLC | 1,311 | $205.0K | 0.02% | +1,311 | New |
| David Loasby | 1,318 | $206.0K | 0.03% | −79−5.7% | Reduced |
| Wedgewood Investors Inc | 1,320 | $206.0K | 0.24% | −40−2.9% | Reduced |
| Connectus Wealth, LLC | 1,312 | $206.0K | 0.01% | +1,312 | New |
| Pettee Investors, Inc. | 1,322 | $207.0K | 0.09% | 00.0% | Unchanged |
| Charter Trust Co | 1,327 | $208.0K | 0.02% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,329 | $208.0K | 0.04% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 1,331 | $208.0K | 0.09% | +56+4.4% | Added |
| Cornell Pochily Investment Advisors, Inc. | 1,339 | $209.0K | 0.08% | 00.0% | Unchanged |
| Beaumont Financial Partners, LLC | 1,339 | $210.0K | 0.02% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 1,352 | $211.0K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 1,350 | $211.0K | 0.03% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 1,361 | $213.0K | 0.02% | +1,361 | New |
| Warren Averett Asset Management, LLC | 1,239 | $213.0K | 0.02% | +1,239 | New |
| Graypoint LLC | 1,380 | $216.0K | 0.02% | +27+2.0% | Added |
| Douglas Lane & Associates, LLC | 1,394 | $218.0K | 0.00% | 00.0% | Unchanged |
| Eagle Ridge Investment Management | 1,401 | $219.0K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,402 | $219.0K | 0.03% | +50+3.7% | Added |
| Heron Financial Group, LLC | 1,303 | $219.0K | 0.12% | +1,303 | New |
| Farmers Trust Co | 1,408 | $220.0K | 0.05% | −81−5.4% | Reduced |
| Fulcrum Asset Management LLP | – | $220.0K | 0.11% | – | – |
| Good Life Advisors, LLC | 1,412 | $221.0K | 0.03% | −25−1.7% | Reduced |
| Windsor Capital Management, LLC | 1,413 | $221.0K | 0.07% | +1+0.1% | Added |
| Old Point Trust & Financial Services N A | 1,410 | $221.0K | 0.09% | +1,410 | New |
| Alpha Cubed Investments, LLC | 1,419 | $222.0K | 0.01% | 00.0% | Unchanged |
| Golden State Equity Partners | 1,425 | $223.0K | 0.11% | −20−1.4% | Reduced |
| New England Asset Management Inc | 1,424 | $223.0K | 0.00% | +1,424 | New |
| Vantage Consulting Group Inc | 1,434 | $224.0K | 0.06% | +113+8.6% | Added |
| Syntax Advisors, LLC | 1,434 | $224.0K | 0.17% | +1,434 | New |
| Santori & Peters | 1,439 | $225.0K | 0.12% | +1+0.1% | Added |
| Cypress Capital Management LLC | 1,438 | $225.0K | 0.03% | 00.0% | Unchanged |
| Spinnaker Trust | 1,445 | $226.0K | 0.01% | 00.0% | Unchanged |
| First Nebraska Trust Co | 1,446 | $226.2K | 0.03% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 1,426 | $227.0K | 0.04% | −711−33.3% | Reduced |
| Marino, Stram & Associates LLC | 1,459 | $228.0K | 0.07% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 1,469 | $230.0K | 0.06% | +30+2.1% | Added |
| Private Capital Group, LLC | 1,478 | $231.0K | 0.05% | −113−7.1% | Reduced |
| Sippican Capital Advisors | 1,475 | $231.0K | 0.20% | −25−1.7% | Reduced |
| Great Valley Advisor Group, Inc. | 1,477 | $231.0K | 0.01% | −2−0.1% | Reduced |
| Henrickson Nauta Wealth Advisors, Inc. | 1,370 | $231.0K | 0.19% | +1,370 | New |
| Old Port Advisors | 1,437 | $233.0K | 0.08% | −22−1.5% | Reduced |
| Linscomb & Williams, Inc. | 1,496 | $234.0K | 0.01% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 1,495 | $234.0K | 0.10% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 1,494 | $234.0K | 0.03% | +15+1.0% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 1,500 | $235.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,510 | $236.2K | 0.03% | 00.0% | Unchanged |