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 |
|---|---|---|---|---|---|
| Community Financial Services Group, LLC | 1,638 | $256.0K | 0.06% | 00.0% | Unchanged |
| Wealth Effects LLC | 1,628 | $255.0K | 0.11% | +1,628 | New |
| Renaissance Group LLC | 1,626 | $254.0K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,619 | $253.0K | 0.02% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 1,603 | $251.0K | 0.01% | −4,097−71.9% | Reduced |
| Relaxing Retirement Coach | 1,600 | $250.0K | 0.14% | +1,600 | New |
| Shelton Capital Management | 1,583 | $248.0K | 0.01% | −71−4.3% | Reduced |
| Randolph Co Inc | 1,577 | $247.0K | 0.03% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 1,587 | $247.0K | 0.00% | +184+13.1% | Added |
| Golden State Wealth Management, LLC | 1,581 | $247.0K | 0.04% | +1,581 | New |
| Fox Run Management, L.L.C. | 1,575 | $246.0K | 0.14% | −2,539−61.7% | Reduced |
| Somerville Kurt F | 1,575 | $246.0K | 0.03% | 00.0% | Unchanged |
| Wade G W & Inc | 1,572 | $246.0K | 0.01% | +7+0.4% | Added |
| Centaurus Financial, Inc. | 1,575 | $246.0K | 0.02% | +27+1.7% | Added |
| Brendel Financial Advisors LLC | 1,570 | $246.0K | 0.13% | +1,570 | New |
| Mount Yale Investment Advisors, LLC | 1,564 | $245.0K | 0.03% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 1,560 | $244.0K | 0.10% | −91−5.5% | Reduced |
| Washington Trust Co | 1,557 | $244.0K | 0.01% | +65+4.4% | Added |
| Winning Points Advisors, LLC | 1,634 | $244.0K | 0.18% | +1,634 | New |
| Focused Wealth Management, Inc | 1,550 | $242.0K | 0.04% | +153+11.0% | Added |
| Bickling Financial Services, Inc. | 1,540 | $241.0K | 0.12% | +97+6.7% | Added |
| Heritage Wealth Advisors | 1,536 | $240.0K | 0.01% | +1+0.1% | Added |
| Sloy Dahl & Holst, LLC | 1,574 | $239.0K | 0.05% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,526 | $239.0K | 0.05% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 1,529 | $239.0K | 0.02% | +77+5.3% | Added |
| Eagle Harbor Asset Management Inc | 1,522 | $238.1K | 0.31% | +1,522 | New |
| Aspen Investment Management Inc | 1,522 | $238.0K | 0.12% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 1,518 | $237.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,517 | $237.0K | 0.02% | +110+7.8% | Added |
| Anchor Investment Management, LLC | 1,510 | $236.2K | 0.03% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 1,500 | $235.0K | 0.01% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 1,496 | $234.0K | 0.01% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 1,495 | $234.0K | 0.10% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 1,494 | $234.0K | 0.03% | +15+1.0% | Added |
| Old Port Advisors | 1,437 | $233.0K | 0.08% | −22−1.5% | Reduced |
| Private Capital Group, LLC | 1,478 | $231.0K | 0.05% | −113−7.1% | Reduced |
| Sippican Capital Advisors | 1,475 | $231.0K | 0.20% | −25−1.7% | Reduced |
| Great Valley Advisor Group, Inc. | 1,477 | $231.0K | 0.01% | −2−0.1% | Reduced |
| Henrickson Nauta Wealth Advisors, Inc. | 1,370 | $231.0K | 0.19% | +1,370 | New |
| One Wealth Advisors, LLC | 1,469 | $230.0K | 0.06% | +30+2.1% | Added |
| Marino, Stram & Associates LLC | 1,459 | $228.0K | 0.07% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 1,426 | $227.0K | 0.04% | −711−33.3% | Reduced |
| First Nebraska Trust Co | 1,446 | $226.2K | 0.03% | 00.0% | Unchanged |
| Spinnaker Trust | 1,445 | $226.0K | 0.01% | 00.0% | Unchanged |
| Santori & Peters | 1,439 | $225.0K | 0.12% | +1+0.1% | Added |
| Cypress Capital Management LLC | 1,438 | $225.0K | 0.03% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 1,434 | $224.0K | 0.06% | +113+8.6% | Added |
| Syntax Advisors, LLC | 1,434 | $224.0K | 0.17% | +1,434 | New |
| Golden State Equity Partners | 1,425 | $223.0K | 0.11% | −20−1.4% | Reduced |
| New England Asset Management Inc | 1,424 | $223.0K | 0.00% | +1,424 | New |
| Alpha Cubed Investments, LLC | 1,419 | $222.0K | 0.01% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 1,412 | $221.0K | 0.03% | −25−1.7% | Reduced |
| Windsor Capital Management, LLC | 1,413 | $221.0K | 0.07% | +1+0.1% | Added |
| Old Point Trust & Financial Services N A | 1,410 | $221.0K | 0.09% | +1,410 | New |
| Farmers Trust Co | 1,408 | $220.0K | 0.05% | −81−5.4% | Reduced |
| Fulcrum Asset Management LLP | – | $220.0K | 0.11% | – | – |
| Eagle Ridge Investment Management | 1,401 | $219.0K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,402 | $219.0K | 0.03% | +50+3.7% | Added |
| Heron Financial Group, LLC | 1,303 | $219.0K | 0.12% | +1,303 | New |
| Douglas Lane & Associates, LLC | 1,394 | $218.0K | 0.00% | 00.0% | Unchanged |
| Graypoint LLC | 1,380 | $216.0K | 0.02% | +27+2.0% | Added |
| Cape Cod Five Cents Savings Bank | 1,361 | $213.0K | 0.02% | +1,361 | New |
| Warren Averett Asset Management, LLC | 1,239 | $213.0K | 0.02% | +1,239 | New |
| RMB Capital Management, LLC | 1,352 | $211.0K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 1,350 | $211.0K | 0.03% | 00.0% | Unchanged |
| Beaumont Financial Partners, LLC | 1,339 | $210.0K | 0.02% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 1,339 | $209.0K | 0.08% | 00.0% | Unchanged |
| Charter Trust Co | 1,327 | $208.0K | 0.02% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,329 | $208.0K | 0.04% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 1,331 | $208.0K | 0.09% | +56+4.4% | Added |
| Pettee Investors, Inc. | 1,322 | $207.0K | 0.09% | 00.0% | Unchanged |
| David Loasby | 1,318 | $206.0K | 0.03% | −79−5.7% | Reduced |
| Wedgewood Investors Inc | 1,320 | $206.0K | 0.24% | −40−2.9% | Reduced |
| Connectus Wealth, LLC | 1,312 | $206.0K | 0.01% | +1,312 | New |
| Krilogy Financial LLC | 1,311 | $205.0K | 0.02% | +1,311 | New |
| Oakworth Capital, Inc. | 1,300 | $204.0K | 0.02% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 1,304 | $204.0K | 0.07% | +1,304 | New |
| Jump Financial, LLC | 1,305 | $204.0K | 0.01% | +1,305 | New |
| Transcend Wealth Collective, LLC | 1,297 | $203.0K | 0.02% | +41+3.3% | Added |
| Bank Ozk | 1,299 | $203.0K | 0.08% | +1,299 | New |
| Paragon Capital Management Ltd | 1,300 | $203.0K | 0.03% | +1,300 | New |
| Karp Capital Management Corp | 1,298 | $203.0K | 0.03% | +1,298 | New |
| USAdvisors Wealth Management, LLC | 1,282 | $201.0K | 0.08% | +1,282 | New |
| Hudson Portfolio Management LLC | 1,285 | $201.0K | 0.18% | +1,285 | New |
| Echo45 Advisors LLC | 1,286 | $201.0K | 0.16% | +1,286 | New |
| Earnest Partners LLC | 1,225 | $192.0K | 0.00% | −19−1.5% | Reduced |
| Northern Oak Wealth Management Inc | 1,227 | $192.0K | 0.02% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 1,227 | $191.0K | 0.01% | −342−21.8% | Reduced |
| Laffer Tengler Investments | 1,217 | $190.4K | 0.05% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 1,203 | $188.0K | 0.27% | +1,203 | New |
| Plante Moran Financial Advisors, LLC | 1,196 | $187.0K | 0.03% | −373−23.8% | Reduced |
| Clean Yield Group | 1,185 | $185.0K | 0.06% | −115−8.8% | Reduced |
| Parkside Financial Bank & Trust | 1,155 | $181.0K | 0.04% | −256−18.1% | Reduced |
| Alaska Permanent Fund Corp | 1,069 | $178.0K | 0.00% | +1,069 | New |
| JJJ Advisors Inc. | 1,114 | $174.0K | 0.05% | +8+0.7% | Added |
| State of Wyoming | 1,113 | $174.0K | 0.08% | +70+6.7% | Added |
| Blume Capital Management, Inc. | 1,100 | $172.0K | 0.06% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,096 | $171.0K | 0.02% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 1,093 | $171.0K | 0.07% | +1,093 | New |
| Farmers & Merchants Investments Inc | 1,083 | $169.0K | 0.01% | 00.0% | Unchanged |