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 |
|---|---|---|---|---|---|
| Avantax Planning Partners, Inc. | 1,518 | $237.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,517 | $237.0K | 0.02% | +110+7.8% | Added |
| Aspen Investment Management Inc | 1,522 | $238.0K | 0.12% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 1,522 | $238.1K | 0.31% | +1,522 | New |
| Sloy Dahl & Holst, LLC | 1,574 | $239.0K | 0.05% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,526 | $239.0K | 0.05% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 1,529 | $239.0K | 0.02% | +77+5.3% | Added |
| Heritage Wealth Advisors | 1,536 | $240.0K | 0.01% | +1+0.1% | Added |
| Bickling Financial Services, Inc. | 1,540 | $241.0K | 0.12% | +97+6.7% | Added |
| Focused Wealth Management, Inc | 1,550 | $242.0K | 0.04% | +153+11.0% | Added |
| Fairhaven Wealth Management, LLC | 1,560 | $244.0K | 0.10% | −91−5.5% | Reduced |
| Washington Trust Co | 1,557 | $244.0K | 0.01% | +65+4.4% | Added |
| Winning Points Advisors, LLC | 1,634 | $244.0K | 0.18% | +1,634 | New |
| Mount Yale Investment Advisors, LLC | 1,564 | $245.0K | 0.03% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 1,575 | $246.0K | 0.14% | −2,539−61.7% | Reduced |
| Somerville Kurt F | 1,575 | $246.0K | 0.03% | 00.0% | Unchanged |
| Wade G W & Inc | 1,572 | $246.0K | 0.01% | +7+0.4% | Added |
| Centaurus Financial, Inc. | 1,575 | $246.0K | 0.02% | +27+1.7% | Added |
| Brendel Financial Advisors LLC | 1,570 | $246.0K | 0.13% | +1,570 | New |
| Randolph Co Inc | 1,577 | $247.0K | 0.03% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 1,587 | $247.0K | 0.00% | +184+13.1% | Added |
| Golden State Wealth Management, LLC | 1,581 | $247.0K | 0.04% | +1,581 | New |
| Shelton Capital Management | 1,583 | $248.0K | 0.01% | −71−4.3% | Reduced |
| Relaxing Retirement Coach | 1,600 | $250.0K | 0.14% | +1,600 | New |
| Gotham Asset Management, LLC | 1,603 | $251.0K | 0.01% | −4,097−71.9% | Reduced |
| Delta Asset Management LLC | 1,619 | $253.0K | 0.02% | 00.0% | Unchanged |
| Renaissance Group LLC | 1,626 | $254.0K | 0.01% | 00.0% | Unchanged |
| Wealth Effects LLC | 1,628 | $255.0K | 0.11% | +1,628 | New |
| Community Financial Services Group, LLC | 1,638 | $256.0K | 0.06% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 1,643 | $257.0K | 0.11% | −50−3.0% | Reduced |
| Castleview Partners, LLC | 40,202 | $257.0K | 0.00% | +40,202 | New |
| Harbor Investment Advisory, LLC | 1,648 | $258.0K | 0.03% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 1,658 | $259.0K | 0.07% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 1,656 | $259.0K | 0.09% | +81+5.1% | Added |
| Sandy Spring Bank | 1,661 | $260.0K | 0.01% | +60+3.7% | Added |
| Engine No. 1 LLC | 1,684 | $263.0K | 0.05% | +333+24.6% | Added |
| Robertson Stephens Wealth Management, LLC | 1,682 | $263.0K | 0.02% | +1,682 | New |
| Essex Savings Bank | 1,686 | $264.0K | 0.09% | −37−2.1% | Reduced |
| Van Eck Associates Corp | 1,689 | $264.0K | 0.00% | −54−3.1% | Reduced |
| Thomasville National Bank | 1,688 | $264.0K | 0.03% | −20−1.2% | Reduced |
| Pavion Blue Capital, LLC | 1,688 | $264.0K | 0.15% | 00.0% | Unchanged |
| Destination Wealth Management | 1,685 | $264.0K | 0.01% | +1,685 | New |
| Ridgewood Investments LLC | 1,712 | $268.0K | 0.17% | −110−6.0% | Reduced |
| Sageworth Trust Co | 1,713 | $268.0K | 0.02% | +1,713 | New |
| United Bank | 1,719 | $269.0K | 0.03% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 1,720 | $269.0K | 0.02% | +60+3.6% | Added |
| Ascent Group, LLC | 1,652 | $269.0K | 0.03% | +1,652 | New |
| Leavell Investment Management, Inc. | 1,727 | $270.0K | 0.02% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 1,724 | $270.0K | 0.04% | +93+5.7% | Added |
| Covestor Ltd | 1,730 | $271.0K | 0.38% | +1,730 | New |
| Beacon Investment Advisory Services, Inc. | 1,743 | $273.0K | 0.01% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 1,754 | $274.0K | 0.06% | +142+8.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,751 | $274.0K | 0.01% | +1,751 | New |
| Schechter Investment Advisors, LLC | 1,753 | $274.0K | 0.02% | +1,753 | New |
| Aptus Capital Advisors, LLC | 1,760 | $275.0K | 0.01% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 1,767 | $276.0K | 0.00% | −951−35.0% | Reduced |
| First Farmers & Merchants Bank / Trust | 1,762 | $276.0K | 0.27% | +1,762 | New |
| Neville Rodie & Shaw Inc | 1,775 | $278.0K | 0.02% | 00.0% | Unchanged |
| D L Carlson Investment Group Inc | 1,777 | $278.0K | 0.04% | 00.0% | Unchanged |
| Great Point Wealth Advisors, LLC | 1,775 | $278.0K | 0.09% | 00.0% | Unchanged |
| Fiduciary Group LLC | 1,788 | $280.0K | 0.03% | +110+6.6% | Added |
| Lido Advisors, LLC | 1,810 | $283.0K | 0.01% | +34+1.9% | Added |
| Wintrust Investments LLC | 1,816 | $284.0K | 0.03% | +1,816 | New |
| Ridgecrest Wealth Partners, LLC | 1,827 | $286.0K | 0.14% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 1,831 | $286.0K | 0.02% | +1,831 | New |
| Advisors Management Group Inc | 1,839 | $288.0K | 0.09% | 00.0% | Unchanged |
| Stillwater Investment Management, LLC | 1,839 | $288.0K | 0.07% | +1+0.1% | Added |
| Alps Advisors Inc | 1,847 | $289.0K | 0.00% | −218,153−99.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 1,849 | $289.0K | 0.02% | +28+1.5% | Added |
| Abner Herrman & Brock LLC | 1,850 | $289.0K | 0.04% | +397+27.3% | Added |
| American Trust | 1,855 | $290.0K | 0.02% | +1,855 | New |
| Stockman Wealth Management, Inc. | 1,862 | $291.0K | 0.06% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 1,858 | $291.0K | 0.07% | 00.0% | Unchanged |
| South State Corp. | 1,863 | $291.0K | 0.02% | +31+1.7% | Added |
| Tokio Marine Asset Management Co Ltd | 1,869 | $292.0K | 0.02% | +73+4.1% | Added |
| CWA Asset Management Group, LLC | 1,875 | $293.0K | 0.02% | +3+0.2% | Added |
| Investors Research Corp | 1,874 | $293.0K | 0.09% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 1,887 | $295.0K | 0.02% | −325−14.7% | Reduced |
| Warther Private Wealth, LLC | 1,896 | $295.0K | 0.22% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 1,889 | $296.0K | 0.27% | +1,889 | New |
| Boston Family Office LLC | 1,900 | $297.0K | 0.02% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 1,915 | $299.6K | 0.10% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 1,920 | $300.0K | 0.08% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 1,930 | $301.0K | 0.04% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 1,930 | $302.0K | 0.02% | 00.0% | Unchanged |
| Marco Investment Management LLC | 1,935 | $303.0K | 0.03% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 1,938 | $303.2K | 0.30% | +1,938 | New |
| 9258 Wealth Management, LLC | 1,942 | $304.0K | 0.07% | +56+3.0% | Added |
| Defined Wealth Management, LLC | 1,954 | $306.0K | 0.25% | −167−7.9% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,983 | $310.0K | 0.15% | 00.0% | Unchanged |
| TAP Consulting, LLC | 2,000 | $313.0K | 0.07% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 1,999 | $313.0K | 0.01% | +22+1.1% | Added |
| Burke & Herbert Bank & Trust Co | 2,014 | $315.0K | 0.18% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 2,024 | $316.6K | 0.11% | +68+3.5% | Added |
| Quantbot Technologies LP | 2,030 | $317.0K | 0.03% | +2,030 | New |
| Integrated Advisors Network LLC | 2,031 | $318.0K | 0.02% | +69+3.5% | Added |
| NuWave Investment Management, LLC | 2,036 | $318.0K | 0.36% | +1,621+390.6% | Added |
| Prelude Capital Management, LLC | 2,054 | $321.0K | 0.02% | +2,054 | New |
| Vahanian & Associates Financial Planning Inc. | 2,081 | $326.0K | 0.26% | +2,081 | New |
| Carnegie Capital Asset Management, LLC | 2,105 | $329.0K | 0.01% | +569+37.0% | Added |