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 |
|---|---|---|---|---|---|
| Vontobel Holding Ltd. | 11,790 | $1.85M | 0.02% | +7,863+200.2% | Added |
| Emfo, LLC | 11,990 | $1.88M | 1.66% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 12,067 | $1.89M | 0.18% | +1,000+9.0% | Added |
| Bank of Nova Scotia Trust Co | 12,095 | $1.89M | 0.16% | 00.0% | Unchanged |
| Exeter Financial, LLC | 11,553 | $1.90M | 1.04% | +183+1.6% | Added |
| Pinnacle Associates Ltd | 12,278 | $1.92M | 0.03% | +300+2.5% | Added |
| Kestra Advisory Services, LLC | 12,307 | $1.93M | 0.02% | −5,536−31.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 12,343 | $1.93M | 0.04% | −157−1.3% | Reduced |
| Jane Street Group, LLC | 12,363 | $1.93M | 0.00% | −12,504−50.3% | Reduced |
| Mizuho Securities USA LLC | 12,362 | $1.93M | 0.17% | −856−6.5% | Reduced |
| Delta Financial Advisors LLC | 12,380 | $1.94M | 0.79% | +74+0.6% | Added |
| BKD Wealth Advisors, LLC | 12,392 | $1.94M | 0.08% | +609+5.2% | Added |
| E. Ohman J:or Asset Management AB | 12,392 | $1.94M | 0.06% | +1,400+12.7% | Added |
| Liberty One Investment Management, LLC | 12,425 | $1.94M | 0.29% | +674+5.7% | Added |
| Citizens Financial Group Inc | 12,581 | $1.95M | 0.07% | +2,494+24.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 12,566 | $1.97M | 0.12% | −2,381−15.9% | Reduced |
| Lee Danner & Bass Inc | 12,583 | $1.97M | 0.17% | 00.0% | Unchanged |
| Tredje AP-fonden | 12,660 | $1.98M | 0.04% | −6,330−33.3% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 12,667 | $1.98M | 0.01% | −2,370−15.8% | Reduced |
| Pacer Advisors, Inc. | 12,726 | $1.99M | 0.02% | −1,041−7.6% | Reduced |
| Sandhill Capital Partners LLC | 12,727 | $1.99M | 0.15% | +749+6.3% | Added |
| AE Wealth Management LLC | 12,824 | $2.01M | 0.01% | +2,215+20.9% | Added |
| South Dakota Investment Council | 12,956 | $2.03M | 0.03% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 13,131 | $2.05M | 0.09% | −357−2.6% | Reduced |
| Wealthfront Advisers LLC | 13,195 | $2.06M | 0.01% | +7,603+136.0% | Added |
| Assenagon Asset Management S.A. | 13,215 | $2.07M | 0.01% | −13,090−49.8% | Reduced |
| Advisory Services Network, LLC | 13,252 | $2.07M | 0.06% | +708+5.6% | Added |
| Flputnam Investment Management Co | 13,371 | $2.09M | 0.06% | +3,356+33.5% | Added |
| Blueshift Asset Management, LLC | 13,490 | $2.11M | 0.19% | −9,670−41.8% | Reduced |
| Avantax Advisory Services, Inc. | 13,513 | $2.11M | 0.03% | +786+6.2% | Added |
| Acropolis Investment Management, LLC | 13,547 | $2.12M | 0.19% | +164+1.2% | Added |
| Lazard Asset Management LLC | 13,825 | $2.16M | 0.00% | +8,682+168.8% | Added |
| Rossmore Private Capital | 13,856 | $2.17M | 0.34% | +194+1.4% | Added |
| Canandaigua National Corp | 14,103 | $2.21M | 0.33% | −31−0.2% | Reduced |
| Reilly Financial Advisors, LLC | 14,165 | $2.22M | 0.16% | −409−2.8% | Reduced |
| Unison Advisors LLC | 14,331 | $2.24M | 0.54% | +103+0.7% | Added |
| Evercore Wealth Management, LLC | 14,359 | $2.25M | 0.04% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 14,509 | $2.27M | 0.10% | +1,051+7.8% | Added |
| Kentucky Retirement Systems | 14,616 | $2.29M | 0.09% | +86+0.6% | Added |
| Wunderlich Capital Managemnt | 14,739 | $2.31M | 1.03% | +355+2.5% | Added |
| Azimuth Capital Management LLC | 14,813 | $2.32M | 0.09% | −310−2.0% | Reduced |
| BDO Wealth Advisors, LLC | 14,924 | $2.33M | 0.25% | +328+2.2% | Added |
| MRJ Capital Inc | 14,952 | $2.34M | 1.35% | −2,568−14.7% | Reduced |
| Advisor Partners LLC | 14,994 | $2.35M | 0.14% | −415−2.7% | Reduced |
| YorkBridge Wealth Partners, LLC | 15,076 | $2.36M | 0.53% | +163+1.1% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 15,123 | $2.37M | 0.14% | −375−2.4% | Reduced |
| New Mexico Educational Retirement Board | 15,278 | $2.39M | 0.08% | −1,200−7.3% | Reduced |
| Veritable, L.P. | 15,331 | $2.40M | 0.04% | +57+0.4% | Added |
| Louisiana State Employees Retirement System | 15,400 | $2.41M | 0.05% | −100−0.6% | Reduced |
| Penobscot Investment Management Company, Inc. | 15,433 | $2.41M | 0.33% | −700−4.3% | Reduced |
| Somerset Group LLC | 15,762 | $2.47M | 1.66% | −30−0.2% | Reduced |
| Caisse de Depot Et Placement du Quebec | 15,797 | $2.47M | 0.01% | +3,726+30.9% | Added |
| Principle Wealth Partners LLC | 15,860 | $2.48M | 0.26% | +100+0.6% | Added |
| Trexquant Investment LP | 16,003 | $2.50M | 0.15% | +16,003 | New |
| J. W. Coons Advisors, LLC | 16,050 | $2.51M | 0.76% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 16,106 | $2.52M | 0.14% | +319+2.0% | Added |
| Lincoln Capital LLC | 16,201 | $2.53M | 0.63% | −58−0.4% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 16,208 | $2.54M | 0.01% | −210−1.3% | Reduced |
| Winton Group Ltd | 16,390 | $2.56M | 0.16% | +8,209+100.3% | Added |
| Moody National Bank Trust Division | 16,414 | $2.57M | 0.08% | −42,192−72.0% | Reduced |
| Siemens Fonds Invest GmbH | 16,432 | $2.58M | 0.17% | −2,035−11.0% | Reduced |
| Garner Asset Management Corp | 16,558 | $2.59M | 1.09% | +383+2.4% | Added |
| 1st Source Bank | 16,579 | $2.59M | 0.15% | −259−1.5% | Reduced |
| Crossmark Global Holdings, Inc. | 16,728 | $2.62M | 0.06% | −2,980−15.1% | Reduced |
| Benin Management CORP | 17,074 | $2.67M | 0.81% | −1,050−5.8% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 17,163 | $2.69M | 0.03% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 17,430 | $2.73M | 0.03% | −7,068−28.9% | Reduced |
| Oppenheimer & Co Inc | 17,526 | $2.74M | 0.05% | +256+1.5% | Added |
| FDx Advisors, Inc. | 17,549 | $2.75M | 0.08% | +1,997+12.8% | Added |
| MD Financial Management Inc. | 17,573 | $2.75M | 0.07% | +2,633+17.6% | Added |
| Crestline Management, LP | 17,596 | $2.75M | 0.21% | +17,596 | New |
| Desjardins Global Asset Management Inc. | 17,699 | $2.77M | 0.24% | +17,699 | New |
| Teachers Retirement System of the State of Kentucky | 18,414 | $2.88M | 0.03% | −1,005−5.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 18,434 | $2.88M | 0.04% | +434+2.4% | Added |
| Meridian Investment Counsel Inc. | 18,622 | $2.91M | 0.97% | −500−2.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 18,737 | $2.94M | 0.04% | +18,737 | New |
| Natixis | 18,830 | $2.95M | 0.01% | −20,216−51.8% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 18,893 | $2.96M | 2.82% | +18,893 | New |
| Elo Mutual Pension Insurance Co | 19,099 | $2.99M | 0.08% | +1,306+7.3% | Added |
| Raymond James Trust N.A. | 19,137 | $2.99M | 0.09% | +429+2.3% | Added |
| Maryland State Retirement & Pension System | 19,154 | $3.00M | 0.08% | 00.0% | Unchanged |
| Arden Trust Co | 19,177 | $3.00M | 0.51% | −58−0.3% | Reduced |
| Brinker Capital Investments, LLC | 19,219 | $3.01M | 0.04% | +662+3.6% | Added |
| Canvas Wealth Advisors, LLC | 19,361 | $3.03M | 1.09% | −40.0% | Reduced |
| Richard Bernstein Advisors LLC | 19,406 | $3.04M | 0.06% | 00.0% | Unchanged |
| Montag A & Associates Inc | 19,445 | $3.04M | 0.15% | −86−0.4% | Reduced |
| Two Sigma Investments, LP | 19,520 | $3.05M | 0.01% | +19,520 | New |
| Commerzbank Aktiengesellschaft | 19,689 | $3.08M | 0.17% | +1,446+7.9% | Added |
| Patton Albertson Miller Group, LLC | 19,768 | $3.09M | 0.50% | +276+1.4% | Added |
| Whittier Trust Co of Nevada Inc | 19,955 | $3.12M | 0.11% | −236−1.2% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 20,000 | $3.13M | 0.98% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 20,013 | $3.13M | 0.13% | +20,013 | New |
| Pendal Group Limited | 20,076 | $3.14M | 0.03% | +9,748+94.4% | Added |
| Securian Asset Management, Inc | 20,254 | $3.17M | 0.06% | −533−2.6% | Reduced |
| Oregon Public Employees Retirement Fund | 20,281 | $3.17M | 0.03% | −718−3.4% | Reduced |
| Engineers Gate Manager LP | 20,588 | $3.22M | 0.14% | +19,237+1,423.9% | Added |
| Slow Capital, Inc. | 21,072 | $3.30M | 0.56% | −278−1.3% | Reduced |
| Hancock Whitney Corp | 21,139 | $3.31M | 0.10% | −253−1.2% | Reduced |
| Peapack Gladstone Financial Corp | 13,487 | $3.32M | 0.06% | −8,116−37.6% | Reduced |
| BerganKDV Wealth Management, LLC | 21,467 | $3.36M | 0.35% | −615−2.8% | Reduced |