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 |
|---|---|---|---|---|---|
| Maven Securities LTD | 2,105 | $329.0K | 0.04% | +2,105 | New |
| Level Four Advisory Services, LLC | 2,120 | $332.0K | 0.03% | −417−16.4% | Reduced |
| Smith, Moore & Co. | 2,125 | $332.0K | 0.05% | 00.0% | Unchanged |
| Keystone Financial Group | 2,124 | $332.0K | 0.05% | 00.0% | Unchanged |
| Valley Brook Capital Group | 2,127 | $332.0K | 0.29% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 2,122 | $332.0K | 0.07% | +281+15.3% | Added |
| Jarislowsky, Fraser Ltd | 2,140 | $334.0K | 0.00% | 00.0% | Unchanged |
| MKT Advisors LLC | 1,990 | $334.0K | 0.26% | +1,990 | New |
| Simplex Trading, LLC | 2,144 | $335.0K | 0.01% | +2,144 | New |
| Doyle Wealth Management | 2,151 | $336.0K | 0.02% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 2,160 | $338.0K | 0.06% | −11−0.5% | Reduced |
| Bryn Mawr Trust Co | 2,160 | $338.0K | 0.01% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 2,170 | $339.0K | 0.02% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 2,168 | $339.0K | 0.01% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 2,171 | $340.0K | 0.01% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 2,177 | $340.0K | 0.09% | +2,177 | New |
| Salvus Wealth Management, LLC | 2,184 | $342.0K | 0.25% | −145−6.2% | Reduced |
| Appleton Partners Inc | 2,191 | $343.0K | 0.03% | −400−15.4% | Reduced |
| V Wealth Advisors LLC | 2,191 | $343.0K | 0.05% | −9−0.4% | Reduced |
| WFA Asset Management Corp | 2,196 | $343.5K | 0.22% | +2,196 | New |
| Intercontinental Wealth Advisors, LLC | 2,197 | $344.0K | 0.07% | −30−1.3% | Reduced |
| Trustcore Financial Services, LLC | 2,200 | $344.0K | 0.04% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 2,200 | $344.0K | 0.10% | +2,200 | New |
| Johnson Investment Counsel Inc | 2,208 | $345.0K | 0.00% | −50−2.2% | Reduced |
| Sentry Investment Management LLC | 2,207 | $345.0K | 0.09% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 2,215 | $346.0K | 0.06% | −125−5.3% | Reduced |
| Cobblestone Capital Advisors LLC | 2,213 | $346.0K | 0.02% | 00.0% | Unchanged |
| Oberweis Asset Management Inc | 2,218 | $347.0K | 0.06% | −158−6.6% | Reduced |
| Green Square Capital Advisors LLC | 2,217 | $347.0K | 0.07% | 00.0% | Unchanged |
| Burton Enright Welch | 2,221 | $347.4K | 0.23% | +2,221 | New |
| Stock Yards Bank & Trust Co | 2,235 | $350.0K | 0.02% | 00.0% | Unchanged |
| First National Corp | 2,241 | $350.0K | 0.08% | +253+12.7% | Added |
| Seelaus Asset Management LLC | 2,242 | $351.0K | 0.19% | −150−6.3% | Reduced |
| ForthRight Wealth Management, LLC | 2,264 | $354.0K | 0.19% | +50+2.3% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 2,268 | $355.0K | 0.01% | −68−2.9% | Reduced |
| Kestra Private Wealth Services, LLC | 2,275 | $356.0K | 0.02% | +54+2.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,289 | $358.0K | 0.02% | −8,000−77.8% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 2,300 | $360.0K | 0.13% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 2,305 | $361.0K | 0.05% | −2−0.1% | Reduced |
| Lindbrook Capital, LLC | 2,315 | $362.0K | 0.06% | +1,333+135.7% | Added |
| Old National Bancorp | 2,322 | $363.0K | 0.01% | +11+0.5% | Added |
| Arcus Capital Partners, LLC | 2,326 | $364.0K | 0.12% | +2,326 | New |
| Balasa Dinverno & Foltz LLC | 2,339 | $366.0K | 0.02% | −60−2.5% | Reduced |
| First National Bank of South Miami | 2,345 | $366.0K | 0.22% | −3−0.1% | Reduced |
| Hilltop Holdings Inc. | 2,360 | $369.0K | 0.04% | +2,360 | New |
| Harbour Capital Advisors, LLC | 2,390 | $374.0K | 0.09% | 00.0% | Unchanged |
| Boit C F David | 2,400 | $375.0K | 0.24% | 00.0% | Unchanged |
| Davis R M Inc | 2,398 | $375.0K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 2,402 | $376.0K | 0.05% | +25+1.1% | Added |
| Flagship Harbor Advisors, LLC | 2,408 | $377.0K | 0.04% | +809+50.6% | Added |
| Foundation Resource Management Inc | 2,448 | $383.0K | 0.07% | 00.0% | Unchanged |
| Northeast Investment Management | 2,452 | $384.0K | 0.02% | −892−26.7% | Reduced |
| ARGI Investment Services, LLC | 2,453 | $384.0K | 0.01% | +4+0.2% | Added |
| Trust Asset Management LLC | 2,458 | $385.0K | 0.05% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 2,477 | $387.0K | 0.03% | −17−0.7% | Reduced |
| Alhambra Investment Partners LLC | 2,475 | $387.0K | 0.27% | 00.0% | Unchanged |
| Walleye Trading LLC | 2,476 | $387.0K | 0.01% | +2,476 | New |
| Edge Capital Group, LLC | 2,482 | $388.0K | 0.03% | −130−5.0% | Reduced |
| Ropes Wealth Advisors LLC | 2,486 | $389.0K | 0.07% | −3,121−55.7% | Reduced |
| River Wealth Advisors LLC | 2,488 | $389.0K | 0.06% | +100+4.2% | Added |
| Fayez Sarofim & Co | 2,510 | $393.0K | 0.00% | −75−2.9% | Reduced |
| SeaCrest Wealth Management, LLC | 2,522 | $394.0K | 0.04% | +23+0.9% | Added |
| Assetmark, Inc | 2,516 | $394.0K | 0.00% | +194+8.4% | Added |
| Stevens Capital Management LP | 2,533 | $396.0K | 0.09% | −2,148−45.9% | Reduced |
| Steward Financial Group LLC | 2,559 | $400.0K | 0.37% | +2,559 | New |
| Donaldson Capital Management, LLC | 2,564 | $401.0K | 0.02% | −16−0.6% | Reduced |
| Peregrine Asset Advisers, Inc. | 2,563 | $401.0K | 0.16% | +2,563 | New |
| Resources Investment Advisors, LLC. | 2,573 | $402.0K | 0.01% | +15+0.6% | Added |
| Clarius Group, LLC | 2,568 | $402.0K | 0.03% | +114+4.6% | Added |
| Wedbush Securities Inc | 2,579 | $403.0K | 0.02% | +57+2.3% | Added |
| Evergreen Capital Management LLC | 2,584 | $404.0K | 0.02% | +1,031+66.4% | Added |
| TownSquare Capital, LLC | 2,581 | $404.0K | 0.01% | +1,122+76.9% | Added |
| Laurel Wealth Advisors, Inc. | 2,600 | $407.0K | 0.03% | +308+13.4% | Added |
| Courier Capital LLC | 2,618 | $410.0K | 0.04% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 2,622 | $410.0K | 0.10% | +6+0.2% | Added |
| Virtu Financial LLC | 2,625 | $411.0K | 0.04% | −2,486−48.6% | Reduced |
| Associated Banc-Corp | 2,642 | $413.0K | 0.02% | 00.0% | Unchanged |
| Girard Partners Ltd. | 2,651 | $414.0K | 0.04% | −10−0.4% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 2,664 | $416.0K | 0.10% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 2,667 | $417.0K | 0.01% | +341+14.7% | Added |
| Searle & Co. | 2,673 | $418.0K | 0.15% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 2,673 | $418.0K | 0.00% | +463+21.0% | Added |
| Biltmore Family Office, LLC | 2,669 | $418.0K | 0.08% | +2,669 | New |
| Tradition Wealth Management, LLC | 2,676 | $419.0K | 0.05% | +8+0.3% | Added |
| Dorsey & Whitney Trust CO LLC | 2,683 | $419.0K | 0.04% | +248+10.2% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 2,691 | $421.0K | 0.07% | +300+12.5% | Added |
| Stiles Financial Services Inc | 2,731 | $427.0K | 0.21% | +2,731 | New |
| Lincoln National Corp | 2,780 | $435.0K | 0.01% | −26−0.9% | Reduced |
| Northcape Wealth Management, LLC | 2,800 | $438.0K | 0.15% | +2,800 | New |
| Waldron Private Wealth LLC | 2,809 | $439.0K | 0.02% | +7+0.2% | Added |
| HighMark Wealth Management LLC | 2,809 | $439.0K | 0.28% | +15+0.5% | Added |
| Kingsview Wealth Management, LLC | 2,816 | $441.0K | 0.02% | +2,816 | New |
| Marcum Wealth, LLC | 2,833 | $443.0K | 0.06% | −49−1.7% | Reduced |
| Great Diamond Partners, LLC | 2,832 | $443.0K | 0.11% | +56+2.0% | Added |
| Quadrant Capital Group LLC | 2,839 | $444.0K | 0.05% | −403−12.4% | Reduced |
| Karpas Strategies, LLC | 2,840 | $444.0K | 0.14% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 2,847 | $445.0K | 0.01% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 2,848 | $446.0K | 0.03% | −329−10.4% | Reduced |
| Mayfair Advisory Group, LLC | 2,819 | $450.0K | 0.60% | −105−3.6% | Reduced |
| Windsor Group LTD | 2,843 | $452.0K | 0.08% | −40−1.4% | Reduced |