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 |
|---|---|---|---|---|---|
| Manteio Capital LLC | 4,178 | $654.0K | 0.84% | +4,178 | New |
| Stratos Wealth Partners, LTD. | 4,193 | $656.0K | 0.01% | +4,193 | New |
| Pensionfund DSM Netherlands | 4,200 | $657.0K | 0.08% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 4,219 | $660.0K | 0.00% | +2,797+196.7% | Added |
| HNP Capital LLC | 4,225 | $661.0K | 0.15% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 4,227 | $661.0K | 0.04% | +10+0.2% | Added |
| Vectors Research Management, LLC | 4,225 | $661.0K | 0.14% | +4,225 | New |
| Intersect Capital LLC | 4,249 | $665.0K | 0.12% | −73−1.7% | Reduced |
| Bank of Stockton | 4,277 | $669.0K | 0.20% | 00.0% | Unchanged |
| American National Registered Investment Advisor, Inc. | 4,310 | $674.0K | 0.22% | −10.0% | Reduced |
| Financial Advisory Service, Inc. | 4,333 | $678.0K | 0.06% | +2,040+89.0% | Added |
| Bremer Bank National Association | 4,347 | $680.0K | 0.11% | −100−2.2% | Reduced |
| Empirical Finance, LLC | 4,349 | $680.0K | 0.08% | +1,131+35.1% | Added |
| FineMark National Bank & Trust | 4,385 | $686.0K | 0.03% | +267+6.5% | Added |
| Teza Capital Management LLC | 4,412 | $690.0K | 0.18% | +4,412 | New |
| Mission Wealth Management, LP | 4,427 | $693.0K | 0.03% | +50+1.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 4,446 | $695.0K | 0.03% | +957+27.4% | Added |
| Davenport & Co LLC | 4,452 | $696.0K | 0.00% | −89−2.0% | Reduced |
| Meristem Family Wealth, LLC | 4,455 | $697.0K | 0.06% | −348−7.2% | Reduced |
| Corient Capital Partners, LLC | 4,453 | $697.0K | 0.05% | +107+2.5% | Added |
| Loveless Wealth Management LLC | 4,475 | $700.0K | 0.38% | +15+0.3% | Added |
| Altium Wealth Management LLC | 4,493 | $703.0K | 0.05% | +23+0.5% | Added |
| Quest Capital Management Inc | 4,515 | $706.0K | 0.12% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 4,599 | $719.0K | 0.00% | −25−0.5% | Reduced |
| AMG National Trust Bank | 4,603 | $720.0K | 0.02% | −800−14.8% | Reduced |
| IFG Advisory, LLC | 4,603 | $720.0K | 0.07% | +470+11.4% | Added |
| CIBC World Markets Inc. | 4,607 | $721.0K | 0.00% | −2,609−36.2% | Reduced |
| Cresset Asset Management, LLC | 4,637 | $726.0K | 0.01% | −717−13.4% | Reduced |
| Koshinski Asset Management, Inc. | 4,690 | $733.6K | 0.06% | +20.0% | Added |
| Tradewinds, LLC. | 3,853 | $734.0K | 0.87% | +3,853 | New |
| Rosenbaum Jay D. | 4,703 | $736.0K | 1.08% | −1,127−19.3% | Reduced |
| Gries Financial LLC | 4,710 | $737.0K | 0.30% | −5,143−52.2% | Reduced |
| Providence Wealth Advisors, LLC | 4,397 | $737.0K | 0.46% | +10+0.2% | Added |
| Ziegler Capital Management, LLC | 4,752 | $743.0K | 0.03% | −4,618−49.3% | Reduced |
| Symmetry Partners, LLC | 4,761 | $745.0K | 0.05% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 4,771 | $746.0K | 0.03% | −101−2.1% | Reduced |
| Sawtooth Solutions, LLC | 4,784 | $748.0K | 0.08% | +2,831+145.0% | Added |
| Nomura Holdings Inc | 4,811 | $749.0K | 0.00% | −28,032−85.4% | Reduced |
| Haverford Trust Co | 4,797 | $750.0K | 0.01% | 00.0% | Unchanged |
| Cetera Advisors LLC | 4,812 | $753.0K | 0.02% | −602−11.1% | Reduced |
| Regent Investment Management LLC | 4,821 | $754.0K | 0.16% | −7−0.1% | Reduced |
| Merit Financial Group, LLC | 4,828 | $755.0K | 0.07% | +15+0.3% | Added |
| Mitchell & Pahl Private Wealth, LLC | 4,880 | $763.0K | 0.49% | −49−1.0% | Reduced |
| Bridges Investment Management Inc | 4,900 | $766.0K | 0.02% | 00.0% | Unchanged |
| Allstate Corp | 4,978 | $779.0K | 0.01% | +222+4.7% | Added |
| Tectonic Advisors LLC | 4,999 | $782.0K | 0.14% | +52+1.1% | Added |
| Investors Asset Management of Georgia Inc | 5,011 | $784.0K | 0.37% | −50−1.0% | Reduced |
| Founders Financial Securities LLC | 5,041 | $789.0K | 0.14% | +152+3.1% | Added |
| Hanson & Doremus Investment Management | 5,053 | $790.0K | 0.17% | +149+3.0% | Added |
| Penserra Capital Management LLC | 4,640 | $797.0K | 0.02% | +691+17.5% | Added |
| Lederer & Associates Investment Counsel | 5,102 | $798.0K | 0.46% | +1,138+28.7% | Added |
| Guyasuta Investment Advisors Inc | 5,112 | $800.0K | 0.05% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 5,112 | $800.0K | 0.01% | +5,112 | New |
| 1832 Asset Management L.P. | 5,234 | $821.0K | 0.00% | −1,890−26.5% | Reduced |
| Apollon Wealth Management, LLC | 5,311 | $831.0K | 0.07% | +3,154+146.2% | Added |
| Caxton Associates LP | 5,321 | $832.0K | 0.11% | +3,998+302.2% | Added |
| Trust Co of Vermont | 5,327 | $833.0K | 0.05% | −774−12.7% | Reduced |
| Signaturefd, LLC | 5,352 | $837.0K | 0.03% | +21+0.4% | Added |
| Busey Wealth Management | 5,385 | $843.0K | 0.03% | +255+5.0% | Added |
| Roundview Capital LLC | 5,421 | $848.0K | 0.08% | +10+0.2% | Added |
| DCM Advisors, LLC | 5,421 | $848.0K | 0.25% | +5,421 | New |
| Belpointe Asset Management LLC | 5,449 | $853.0K | 0.05% | −4,465−45.0% | Reduced |
| Schmidt P J Investment Management Inc | 5,155 | $857.0K | 0.17% | −1,351−20.8% | Reduced |
| Douglass Winthrop Advisors, LLC | 5,480 | $857.0K | 0.02% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,505 | $862.2K | 0.00% | +196+3.7% | Added |
| Oak Associates, Ltd | 5,540 | $867.0K | 0.05% | −6−0.1% | Reduced |
| Cigna Investments Inc | 5,568 | $870.0K | 0.07% | −2,120−27.6% | Reduced |
| Acadian Asset Management LLC | 5,636 | $880.0K | 0.00% | −334−5.6% | Reduced |
| Wilson & Boucher Capital Management, LLC | 5,644 | $883.0K | 0.80% | +5,644 | New |
| Orrstown Financial Services Inc | 5,445 | $887.0K | 1.35% | −516−8.7% | Reduced |
| Spire Wealth Management | 5,667 | $887.0K | 0.02% | −37−0.6% | Reduced |
| Quantitative Investment Management, LLC | 5,690 | $890.0K | 0.12% | −17,739−75.7% | Reduced |
| Sageworth Trust Co of South Dakota | 5,695 | $891.0K | 1.37% | +5,695 | New |
| Weik Capital Management | 5,725 | $896.0K | 0.34% | 00.0% | Unchanged |
| Veriti Management LLC | 5,746 | $899.0K | 0.12% | −19−0.3% | Reduced |
| Ieq Capital, LLC | 5,824 | $911.0K | 0.02% | −20.0% | Reduced |
| Banque Cantonale Vaudoise | 5,838 | $913.0K | 0.04% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 5,841 | $914.0K | 0.07% | −73−1.2% | Reduced |
| Markston International LLC | 5,871 | $918.0K | 0.93% | −23−0.4% | Reduced |
| Ritholtz Wealth Management | 5,920 | $926.0K | 0.06% | +616+11.6% | Added |
| Studio Investment Management LLC | 5,968 | $934.0K | 0.34% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 6,057 | $947.0K | 0.15% | +16+0.3% | Added |
| PEAK6 Investments LLC | 6,101 | $954.0K | 0.03% | +4,097+204.4% | Added |
| Elmwood Wealth Management, Inc. | 6,144 | $961.0K | 0.46% | +6,144 | New |
| Journey Advisory Group, LLC | 6,150 | $962.0K | 0.27% | −725−10.5% | Reduced |
| Fifth Third Bancorp | 6,238 | $976.0K | 0.00% | −36−0.6% | Reduced |
| Advisors Asset Management, Inc. | 6,279 | $982.2K | 0.01% | −10,362−62.3% | Reduced |
| Legacy Private Trust Co. | 6,291 | $984.0K | 0.07% | −6,781−51.9% | Reduced |
| Ballast, Inc. | 6,321 | $988.0K | 0.38% | +257+4.2% | Added |
| Fiduciary Trust Co | 6,332 | $990.0K | 0.02% | −40−0.6% | Reduced |
| CoreCap Advisors, LLC | 6,342 | $992.0K | 0.07% | +6,342 | New |
| Corsicana & Co. | 6,364 | $996.0K | 0.60% | −485−7.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 6,400 | $1.00M | 0.09% | −94−1.4% | Reduced |
| Dudley & Shanley, Inc. | 6,400 | $1.00M | 0.17% | 00.0% | Unchanged |
| Academy Capital Management Inc | 6,405 | $1.00M | 0.16% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 6,430 | $1.01M | 0.06% | −7,700−54.5% | Reduced |
| Bard Financial Services, Inc. | 6,435 | $1.01M | 0.08% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 6,483 | $1.01M | 0.04% | +4,020+163.2% | Added |
| Venture Visionary Partners LLC | 6,492 | $1.01M | 0.07% | +48+0.7% | Added |
| Tocqueville Asset Management L.P. | 6,591 | $1.03M | 0.01% | −50−0.8% | Reduced |