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 |
|---|---|---|---|---|---|
| Lewis Capital Management, LLC | 2,899 | $453.0K | 0.47% | +2,899 | New |
| Clear Harbor Asset Management, LLC | 2,921 | $457.0K | 0.05% | −395−11.9% | Reduced |
| Aries Wealth Management | 2,919 | $457.0K | 0.17% | 00.0% | Unchanged |
| Magnetar Financial LLC | 2,930 | $458.0K | 0.00% | +2,930 | New |
| Bank of New Hampshire | 2,938 | $460.0K | 0.11% | −120−3.9% | Reduced |
| Equitable Trust Co | 2,942 | $460.0K | 0.03% | 00.0% | Unchanged |
| Mark Stevens | 2,953 | $462.0K | 0.05% | −97−3.2% | Reduced |
| Ledyard National Bank | 2,958 | $463.0K | 0.04% | −73−2.4% | Reduced |
| FinTrust Capital Advisors, LLC | 2,961 | $463.0K | 0.11% | +303+11.4% | Added |
| City State Bank | 2,987 | $467.0K | 0.29% | +2,987 | New |
| Saxon Interests, Inc. | 2,867 | $468.0K | 0.26% | +2,867 | New |
| Toroso Investments, LLC | 2,999 | $469.0K | 0.01% | +582+24.1% | Added |
| Carlson Capital Management | 3,018 | $472.0K | 0.04% | +206+7.3% | Added |
| Sequoia Financial Advisors, LLC | 3,016 | $472.0K | 0.01% | +3,016 | New |
| Thrive Capital Management, LLC | 3,033 | $474.0K | 0.31% | −2,828−48.3% | Reduced |
| First National Bank Sioux Falls | 3,031 | $474.0K | 0.51% | +3,031 | New |
| Evernest Financial Advisors, LLC | 2,215 | $475.2K | 0.25% | +2,215 | New |
| High Note Wealth, LLC | 3,051 | $477.0K | 0.16% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 3,055 | $478.0K | 0.05% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 3,178 | $480.0K | 0.10% | +1,056+49.8% | Added |
| Vestcor Inc | 3,079 | $482.0K | 0.02% | −628−16.9% | Reduced |
| Brave Asset Management Inc | 3,080 | $482.0K | 0.13% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 3,087 | $483.0K | 0.12% | +98+3.3% | Added |
| Miracle Mile Advisors, LLC | 3,115 | $487.0K | 0.02% | +272+9.6% | Added |
| Prospera Financial Services Inc | 3,149 | $493.0K | 0.02% | −1,127−26.4% | Reduced |
| Welch & Forbes LLC | 3,162 | $495.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 3,174 | $496.0K | 0.02% | −343−9.8% | Reduced |
| Harvest Volatility Management LLC | 3,173 | $496.0K | 0.02% | +3,173 | New |
| Park National Corp | 3,193 | $499.0K | 0.02% | +700+28.1% | Added |
| Advisor OS, LLC | 3,224 | $504.0K | 0.10% | +395+14.0% | Added |
| Coldstream Capital Management Inc | 3,229 | $505.0K | 0.02% | +3,229 | New |
| Allworth Financial LP | 3,239 | $507.0K | 0.01% | −42−1.3% | Reduced |
| Strategic Advisors LLC | 3,256 | $509.0K | 0.07% | +16+0.5% | Added |
| qPULA Trading Management LP | 3,252 | $509.0K | 0.91% | +721+28.5% | Added |
| Jeppson Wealth Management, LLC | 3,258 | $510.0K | 0.25% | +15+0.5% | Added |
| Machina Capital S.A.S. | 3,300 | $516.0K | 1.24% | +500+17.9% | Added |
| HB Wealth Management, LLC | 3,300 | $516.0K | 0.01% | +3,300 | New |
| Ar Asset Management Inc | 3,311 | $518.0K | 0.13% | 00.0% | Unchanged |
| JNBA Financial Advisors | 3,321 | $519.0K | 0.06% | +59+1.8% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 3,318 | $519.0K | 0.03% | +3,318 | New |
| Camden National Bank | 3,322 | $520.0K | 0.09% | −14−0.4% | Reduced |
| Parsons Capital Management Inc | 3,326 | $520.0K | 0.04% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 3,330 | $521.0K | 0.04% | +3,330 | New |
| Versor Investments LP | 3,354 | $525.0K | 0.02% | +354+11.8% | Added |
| New Potomac Partners, LLC | 3,365 | $526.0K | 0.34% | −865−20.4% | Reduced |
| Valeo Financial Advisors, LLC | 3,368 | $527.0K | 0.03% | −714−17.5% | Reduced |
| Evoke Wealth, LLC | 3,375 | $528.0K | 0.02% | +2+0.1% | Added |
| Villere St Denis J & Co LLC | 3,433 | $537.0K | 0.03% | 00.0% | Unchanged |
| Diversified Trust Co | 3,435 | $537.0K | 0.02% | +164+5.0% | Added |
| Dohj, LLC | 3,445 | $539.0K | 0.24% | −216−5.9% | Reduced |
| Ameritas Investment Partners, Inc. | 3,452 | $539.0K | 0.02% | −135−3.8% | Reduced |
| Joel Isaacson & Co., LLC | 3,443 | $539.0K | 0.04% | −34−1.0% | Reduced |
| Focus Financial Network, Inc. | 3,448 | $539.4K | 0.08% | +238+7.4% | Added |
| Moors & Cabot, Inc. | 3,464 | $542.0K | 0.03% | +600+20.9% | Added |
| Flynn Zito Capital Management, LLC | 3,470 | $543.0K | 0.46% | +3,470 | New |
| Smithfield Trust Co | 3,497 | $544.0K | 0.03% | 00.0% | Unchanged |
| Inlet Private Wealth, LLC | 3,500 | $548.0K | 0.13% | 00.0% | Unchanged |
| Quent Capital, LLC | 3,527 | $552.0K | 0.12% | +3,527 | New |
| Park Avenue Securities LLC | 3,536 | $553.0K | 0.01% | +283+8.7% | Added |
| Plimoth Trust Co LLC | 3,542 | $554.0K | 0.14% | −47−1.3% | Reduced |
| Private Trust Co NA | 3,547 | $555.0K | 0.08% | −115−3.1% | Reduced |
| Private Capital Management LLC | 3,549 | $555.0K | 0.19% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 3,563 | $557.0K | 0.19% | −17−0.5% | Reduced |
| LVM Capital Management Ltd | 3,582 | $560.0K | 0.07% | −375−9.5% | Reduced |
| American Portfolios Advisors | 3,602 | $563.5K | 0.02% | +148+4.3% | Added |
| Federation des caisses Desjardins du Quebec | 3,603 | $563.5K | 0.01% | +129+3.7% | Added |
| Stokes Family Office, LLC | 3,645 | $570.0K | 0.07% | −82−2.2% | Reduced |
| Mach-1 Financial Group, Inc. | 3,646 | $570.0K | 0.38% | +167+4.8% | Added |
| Sky Investment Group LLC | 3,652 | $571.0K | 0.12% | −77−2.1% | Reduced |
| Glenview Trust Co | 3,691 | $577.0K | 0.02% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 3,689 | $577.0K | 0.11% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 3,694 | $578.0K | 0.09% | −28−0.8% | Reduced |
| Burns J W & Co Inc | 3,740 | $585.0K | 0.08% | −57−1.5% | Reduced |
| Tdam USA Inc. | 3,766 | $589.0K | 0.04% | +819+27.8% | Added |
| Pinnacle Bancorp, Inc. | 3,803 | $595.0K | 0.21% | −100−2.6% | Reduced |
| Balentine LLC | 3,825 | $598.0K | 0.02% | +1,009+35.8% | Added |
| Copperwynd Financial, LLC | 3,838 | $600.0K | 0.23% | +126+3.4% | Added |
| Donald L. Hagan, LLC | 3,854 | $603.0K | 0.31% | +89+2.4% | Added |
| Kanawha Capital Management LLC | 3,865 | $605.0K | 0.05% | 00.0% | Unchanged |
| Brighton Jones LLC | 3,884 | $608.0K | 0.03% | +146+3.9% | Added |
| JB Capital LLC | 3,945 | $617.2K | 0.06% | +10+0.3% | Added |
| Cornercap Investment Counsel Inc | 3,953 | $618.0K | 0.09% | −8,937−69.3% | Reduced |
| Checchi Capital Advisers, LLC | 3,975 | $622.0K | 0.07% | +998+33.5% | Added |
| Boston Private Wealth LLC | 3,995 | $625.0K | 0.01% | −3,966−49.8% | Reduced |
| Sterneck Capital Management, LLC | 4,000 | $626.0K | 0.37% | 00.0% | Unchanged |
| Cetera Investment Advisers | 4,015 | $628.0K | 0.01% | −496−11.0% | Reduced |
| Osborne Partners Capital Management, LLC | 4,033 | $631.0K | 0.05% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 4,039 | $632.0K | 0.07% | −50−1.2% | Reduced |
| Choate Investment Advisors | 4,045 | $633.0K | 0.04% | −240−5.6% | Reduced |
| Horizon Investments, LLC | 4,053 | $634.0K | 0.02% | −3,960−49.4% | Reduced |
| Cambridge Trust Co | 4,070 | $637.0K | 0.02% | +1,374+51.0% | Added |
| True North Advisors, LLC | 4,080 | $638.0K | 0.11% | +42+1.0% | Added |
| Integrated Wealth Concepts LLC | 4,105 | $642.0K | 0.02% | +23+0.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 4,101 | $642.0K | 0.15% | +4,101 | New |
| Metatron Capital SICAV plc | 4,116 | $643.8K | 0.61% | +4,116 | New |
| Campbell & CO Investment Adviser LLC | 4,150 | $649.0K | 0.22% | +4,150 | New |
| Central Trust Co | 4,152 | $650.0K | 0.02% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 4,164 | $651.0K | 0.08% | 00.0% | Unchanged |
| IBM Retirement Fund | 4,176 | $653.0K | 0.08% | −2,907−41.0% | Reduced |
| Bank of Hawaii | 4,178 | $654.0K | 0.03% | −192−4.4% | Reduced |