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 |
|---|---|---|---|---|---|
| Cubic Asset Management, LLC | 6,596 | $1.03M | 0.23% | 00.0% | Unchanged |
| Resources Management Corp | 6,699 | $1.05M | 0.14% | 00.0% | Unchanged |
| Tevis Investment Management | 6,698 | $1.05M | 0.91% | +6,698 | New |
| Baker Tilly Wealth Management, LLC | 6,734 | $1.05M | 0.11% | +518+8.3% | Added |
| Atlantic Union Bankshares Corp | 6,743 | $1.05M | 0.09% | −500−6.9% | Reduced |
| We Are One Seven, LLC | 6,753 | $1.06M | 0.11% | +2,137+46.3% | Added |
| Asset Allocation & Management Company, LLC | 6,768 | $1.06M | 0.36% | +6,768 | New |
| JustInvest LLC | 6,843 | $1.07M | 0.06% | +2,218+48.0% | Added |
| Bokf, NA | 6,849 | $1.07M | 0.02% | +311+4.8% | Added |
| Deseret Mutual Benefit Administrators | 6,899 | $1.08M | 0.18% | −1,368−16.5% | Reduced |
| Eagle Capital Management LLC | 6,900 | $1.08M | 0.00% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 6,901 | $1.08M | 0.11% | +1,722+33.2% | Added |
| Sigma Planning Corp | 6,977 | $1.09M | 0.03% | +77+1.1% | Added |
| Gifford Fong Associates | 7,000 | $1.09M | 0.19% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 7,097 | $1.11M | 0.11% | +3,208+82.5% | Added |
| Connecticut Wealth Management, LLC | 7,125 | $1.11M | 0.09% | +5+0.1% | Added |
| GSB Wealth Management, LLC | 7,136 | $1.12M | 0.32% | +7,136 | New |
| First Midwest Bank Trust Division | 7,249 | $1.13M | 0.15% | −100−1.4% | Reduced |
| Bailard, Inc. | 7,338 | $1.15M | 0.04% | +302+4.3% | Added |
| Argent Advisors, Inc. | 7,361 | $1.15M | 0.62% | −73−1.0% | Reduced |
| GWM Advisors LLC | 7,375 | $1.15M | 0.02% | +3,013+69.1% | Added |
| Verition Fund Management LLC | 7,376 | $1.15M | 0.01% | +7,376 | New |
| Ferguson Wellman Capital Management, Inc | 7,393 | $1.16M | 0.03% | −23−0.3% | Reduced |
| DAGCO, Inc. | 7,398 | $1.16M | 0.45% | −2,018−21.4% | Reduced |
| Silvercrest Asset Management Group LLC | 7,449 | $1.17M | 0.01% | −7,682−50.8% | Reduced |
| Investment Management of Virginia LLC | 7,458 | $1.17M | 0.19% | −20−0.3% | Reduced |
| Vaughan David Investments LLC | 7,534 | $1.18M | 0.03% | −14−0.2% | Reduced |
| Ontario Teachers Pension Plan Board | 7,578 | $1.19M | 0.01% | +2,162+39.9% | Added |
| Jacobi Capital Management LLC | 7,618 | $1.19M | 0.14% | +136+1.8% | Added |
| MUFG Americas Holdings Corp | 7,662 | $1.20M | 0.02% | −872−10.2% | Reduced |
| Savant Capital, LLC | 7,696 | $1.20M | 0.04% | +774+11.2% | Added |
| Comerica Securities,inc. | 7,736 | $1.21M | 0.08% | +146+1.9% | Added |
| Aigen Investment Management, LP | 7,797 | $1.21M | 0.07% | +7,797 | New |
| Ethic Inc. | 7,780 | $1.22M | 0.09% | −405−4.9% | Reduced |
| Parallel Advisors, LLC | 7,878 | $1.23M | 0.05% | −36−0.5% | Reduced |
| Colony Group LLC | 7,948 | $1.24M | 0.02% | +8+0.1% | Added |
| Capital Wealth Planning, LLC | 8,000 | $1.25M | 0.03% | +8,000 | New |
| National Asset Management, Inc. | 8,058 | $1.26M | 0.04% | +276+3.5% | Added |
| Wetherby Asset Management Inc | 8,072 | $1.26M | 0.07% | +108+1.4% | Added |
| Mitchell McLeod Pugh & Williams Inc | 8,096 | $1.27M | 0.42% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 8,093 | $1.27M | 0.08% | +2,996+58.8% | Added |
| Impax Asset Management Group plc | 8,136 | $1.27M | 0.00% | +31+0.4% | Added |
| Ergoteles LLC | 8,143 | $1.27M | 0.05% | +4,727+138.4% | Added |
| Ancora Advisors, LLC | 8,383 | $1.31M | 0.03% | −102−1.2% | Reduced |
| Bessemer Group Inc | 8,425 | $1.32M | 0.00% | +1,617+23.8% | Added |
| Nicholas Hoffman & Company, LLC. | 8,462 | $1.32M | 0.04% | −118−1.4% | Reduced |
| Greenleaf Trust | 8,465 | $1.32M | 0.02% | +222+2.7% | Added |
| FRG Family Wealth Advisors LLC | 8,475 | $1.33M | 0.25% | 00.0% | Unchanged |
| Guardian Capital Advisors LP | 8,201 | $1.34M | 0.13% | −375−4.4% | Reduced |
| BSW Wealth Partners | 8,544 | $1.34M | 0.34% | +243+2.9% | Added |
| Community Bank, N.A. | 8,630 | $1.35M | 0.16% | −100−1.1% | Reduced |
| Cetera Advisor Networks LLC | 8,645 | $1.35M | 0.02% | +247+2.9% | Added |
| Cohen Lawrence B | 8,658 | $1.35M | 0.53% | −123−1.4% | Reduced |
| Profund Advisors LLC | 8,693 | $1.36M | 0.04% | +408+4.9% | Added |
| SRB Corp | 8,727 | $1.37M | 0.07% | −1,927−18.1% | Reduced |
| Crestwood Advisors Group LLC | 8,878 | $1.39M | 0.04% | −149,912−94.4% | Reduced |
| United Capital Financial Advisers, LLC | 8,924 | $1.40M | 0.01% | −116−1.3% | Reduced |
| Sumitomo Life Insurance Co | 8,979 | $1.41M | 0.03% | −312−3.4% | Reduced |
| Pinnacle Financial Partners Inc | 9,043 | $1.42M | 0.04% | +184+2.1% | Added |
| Beacon Pointe Advisors, LLC | 9,127 | $1.43M | 0.04% | −1,955−17.6% | Reduced |
| Naples Global Advisors, LLC | 9,181 | $1.44M | 0.17% | +20.0% | Added |
| Cowen and Company, LLC | 9,316 | $1.46M | 0.14% | +9,316 | New |
| Dynamic Advisor Solutions LLC | 9,323 | $1.46M | 0.10% | +1,510+19.3% | Added |
| Meiji Yasuda Life Insurance Co | 9,343 | $1.46M | 0.03% | −269−2.8% | Reduced |
| Lowe Brockenbrough & Co Inc | 9,351 | $1.46M | 0.11% | −20−0.2% | Reduced |
| Paloma Partners Management Co | 9,377 | $1.47M | 0.05% | +9,377 | New |
| MAI Capital Management | 9,465 | $1.48M | 0.02% | +348+3.8% | Added |
| Peddock Capital Advisors, LLC | 9,487 | $1.48M | 0.49% | 00.0% | Unchanged |
| Seeyond | 9,674 | $1.51M | 0.14% | −82−0.8% | Reduced |
| Wesleyan Assurance Society | 9,740 | $1.52M | 0.18% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 9,749 | $1.53M | 0.04% | −2,074−17.5% | Reduced |
| Pitcairn Co | 9,915 | $1.55M | 0.10% | +783+8.6% | Added |
| Panagora Asset Management Inc | 9,954 | $1.56M | 0.01% | −2,444−19.7% | Reduced |
| Connolly Sarah T. | 10,175 | $1.59M | 0.89% | +3,699+57.1% | Added |
| Summit Global Investments | 10,200 | $1.60M | 0.10% | +10,200 | New |
| American National Insurance Co | 10,320 | $1.61M | 0.36% | −45,816−81.6% | Reduced |
| Atria Investments LLC | 10,327 | $1.61M | 0.03% | +548+5.6% | Added |
| Centiva Capital, LP | 10,329 | $1.62M | 0.10% | +10,329 | New |
| Cadence Bank NA | 10,356 | $1.62M | 0.44% | −237−2.2% | Reduced |
| Argent Trust Co | 10,443 | $1.63M | 0.10% | 00.0% | Unchanged |
| Arrow Financial Corp | 10,456 | $1.64M | 0.19% | +3,807+57.3% | Added |
| D.A. Davidson & Co. | 10,548 | $1.65M | 0.02% | −472−4.3% | Reduced |
| Lifeworks Advisors, LLC | 10,553 | $1.65M | 1.32% | +10,553 | New |
| BTR Capital Management Inc | 10,567 | $1.65M | 0.19% | −183−1.7% | Reduced |
| OPSEU Pension Plan Trust Fund | 10,490 | $1.66M | 0.38% | −2,560−19.6% | Reduced |
| WBH Advisory Inc | 10,617 | $1.66M | 0.19% | −290−2.7% | Reduced |
| Terry L. Blaker | 10,626 | $1.66M | 0.13% | −6,885−39.3% | Reduced |
| Chemung Canal Trust Co | 10,668 | $1.67M | 0.30% | +246+2.4% | Added |
| Segall Bryant & Hamill, LLC | 10,764 | $1.68M | 0.02% | +105+1.0% | Added |
| Thrivent Financial for Lutherans | 10,788 | $1.69M | 0.00% | −2,189−16.9% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 10,839 | $1.70M | 0.16% | +48+0.4% | Added |
| Fortem Financial Group, LLC | 10,935 | $1.71M | 0.78% | +225+2.1% | Added |
| Kinneret Advisory, LLC | 10,954 | $1.71M | 0.18% | +10,954 | New |
| Arabesque Asset Management Ltd | 11,045 | $1.73M | 0.50% | +11,045 | New |
| MML Investors Services, LLC | 11,247 | $1.76M | 0.01% | +143+1.3% | Added |
| Everence Capital Management Inc | 11,393 | $1.78M | 0.13% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 11,548 | $1.81M | 1.18% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 11,573 | $1.81M | 0.76% | +28+0.2% | Added |
| Great Lakes Advisors, LLC | 11,637 | $1.82M | 0.03% | +94+0.8% | Added |
| White Pine Capital LLC | 11,737 | $1.84M | 0.54% | −200−1.7% | Reduced |