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; 1,868 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 | 1,868 | $61.0B |
| Q1 2026 | 1,804 | $52.1B |
| Q4 2025 | 1,779 | $53.8B |
| Q3 2025 | 1,680 | $51.9B |
| Q2 2025 | 1,638 | $50.7B |
| Q1 2025 | 1,644 | $49.8B |
| Q4 2024 | 1,589 | $45.6B |
| Q3 2024 | 1,470 | $44.0B |
| Q2 2024 | 1,414 | $38.8B |
| Q1 2024 | 1,451 | $43.6B |
| Q4 2023 | 1,333 | $36.0B |
| Q3 2023 | 1,259 | $30.5B |
| Q2 2023 | 1,287 | $32.5B |
| Q1 2023 | 1,269 | $32.3B |
| Q4 2022 | 1,303 | $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 |
|---|---|---|---|---|---|
| Cozad Asset Management Inc | 1,067 | $167.0K | 0.02% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 1,055 | $165.0K | 0.01% | −1,163−52.4% | Reduced |
| Key Financial Inc | 1,036 | $162.0K | 0.08% | 00.0% | Unchanged |
| Pflug Koory, LLC | 1,008 | $158.0K | 0.08% | +151+17.6% | Added |
| Mystic Asset Management, Inc. | 1,012 | $158.0K | 0.07% | +1,012 | New |
| Pin Oak Investment Advisors Inc | 997 | $156.0K | 0.16% | 00.0% | Unchanged |
| Truehand, Inc | 1,000 | $156.0K | 0.09% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 996 | $156.0K | 0.13% | +996 | New |
| JFS Wealth Advisors, LLC | 960 | $150.0K | 0.01% | +48+5.3% | Added |
| Estabrook Capital Management | 957 | $149.7K | 0.02% | +47+5.2% | Added |
| Logan Capital Management Inc | 950 | $149.0K | 0.01% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 938 | $146.0K | 0.05% | +938 | New |
| IFP Advisors, Inc | 866 | $137.0K | 0.00% | −179−17.1% | Reduced |
| Blue Chip Partners, Inc. | 869 | $136.0K | 0.02% | +5+0.6% | Added |
| Westpac Banking Corp | 866 | $135.5K | 0.00% | −66,028−98.7% | Reduced |
| Mascoma Wealth Management LLC | 857 | $134.0K | 0.05% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 846 | $132.3K | 0.03% | +6+0.7% | Added |
| First Community Trust NA | 845 | $132.2K | 0.11% | +845 | New |
| Zions Bancorporation, N.A. | 838 | $131.0K | 0.01% | −52−5.8% | Reduced |
| United Community Bank | 820 | $128.3K | 0.13% | +820 | New |
| Graves-Light Private Wealth Management, Inc. | 815 | $127.0K | 0.02% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 800 | $125.1K | 0.06% | +600+300.0% | Added |
| Eagle Bay Advisors LLC | 798 | $125.0K | 0.08% | −329−29.2% | Reduced |
| Tortoise Investment Management, LLC | 797 | $125.0K | 0.02% | +2+0.3% | Added |
| Caldwell Trust Co | 780 | $122.0K | 0.01% | +47+6.4% | Added |
| FourThought Financial, LLC | 774 | $121.0K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 737 | $116.0K | 0.02% | −167−18.5% | Reduced |
| Field & Main Bank | 743 | $116.0K | 0.07% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 739 | $116.0K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 664 | $114.0K | 0.02% | −50−7.0% | Reduced |
| Valley National Advisers Inc | 725 | $113.0K | 0.02% | 00.0% | Unchanged |
| Tobam | 710 | $111.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 700 | $110.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 706 | $110.0K | 0.02% | +315+80.6% | Added |
| Adirondack Trust Co | 680 | $106.0K | 0.05% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 676 | $106.0K | 0.02% | +11+1.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 668 | $104.0K | 0.02% | −2−0.3% | Reduced |
| Monetary Management Group Inc | 650 | $102.0K | 0.03% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 648 | $101.0K | 0.00% | +25+4.0% | Added |
| Lenox Wealth Advisors, LLC | 632 | $99.0K | 0.01% | −21−3.2% | Reduced |
| Harbour Investments, Inc. | 629 | $98.0K | 0.01% | −2,277−78.4% | Reduced |
| Snowden Capital Advisors LLC | 627 | $98.0K | 0.01% | −707−53.0% | Reduced |
| Dougherty Wealth Advisers LLC | 628 | $98.0K | 0.14% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 609 | $96.0K | 0.04% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 610 | $96.0K | 0.01% | +86+16.4% | Added |
| Bray Capital Advisors | 596 | $93.0K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 590 | $92.0K | 0.02% | −2,764−82.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 562 | $88.0K | 0.01% | −36−6.0% | Reduced |
| Citizens National Bank Trust Department | 550 | $86.0K | 0.03% | +550 | New |
| Ci Investments Inc. | 540 | $84.0K | 0.00% | −8,763−94.2% | Reduced |
| O'Dell Group, LLC | 539 | $84.0K | 0.02% | +1+0.2% | Added |
| HHM Wealth Advisors, LLC | 528 | $83.0K | 0.02% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 515 | $81.0K | 0.09% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 514 | $80.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 504 | $79.0K | 0.04% | +1+0.2% | Added |
| Tyler-Stone Wealth Management | 502 | $79.0K | 0.04% | +502 | New |
| Cornerstone Advisory, LLC | 483 | $76.0K | 0.01% | +483 | New |
| Charter Oak Capital Management, LLC | 477 | $75.0K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 478 | $75.0K | 0.01% | +2+0.4% | Added |
| Prestige Wealth Management Group LLC | 467 | $74.0K | 0.02% | −34−6.8% | Reduced |
| First Command Financial Services, Inc. | 467 | $73.0K | 0.01% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 468 | $73.0K | 0.04% | +468 | New |
| Gradient Investments LLC | 458 | $72.0K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 467 | $71.0K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 451 | $71.0K | 0.02% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 439 | $69.0K | 0.04% | +2+0.5% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 432 | $68.0K | 0.00% | −4,963−92.0% | Reduced |
| First Financial Corp | 431 | $67.0K | 0.04% | −40−8.5% | Reduced |
| Lee Financial Co | 399 | $63.0K | 0.01% | −35−8.1% | Reduced |
| Financial Enhancement Group LLC | 382 | $60.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 386 | $60.0K | 0.01% | +386 | New |
| Piscataqua Savings Bank | 360 | $56.0K | 0.04% | 00.0% | Unchanged |
| Central Bank & Trust Co | 340 | $53.0K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 338 | $53.0K | 0.02% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 325 | $51.0K | 0.04% | +325 | New |
| CenterStar Asset Management, LLC | – | $50.0K | 0.04% | – | New |
| Washington Trust Advisors, Inc. | 319 | $50.0K | 0.00% | +319 | New |
| GPS Wealth Strategies Group, LLC | 315 | $49.0K | 0.01% | 00.0% | Unchanged |
| Norwood Financial Corp | 310 | $48.0K | 0.07% | +310 | New |
| TCTC Holdings, LLC | 298 | $47.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 294 | $46.0K | 0.01% | −10−3.3% | Reduced |
| Sargent Bickham Lagudis LLC | 297 | $46.0K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 290 | $45.4K | 0.02% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 282 | $44.1K | 0.01% | +40+16.5% | Added |
| Silvant Capital Management LLC | 279 | $44.0K | 0.01% | 00.0% | Unchanged |
| Vestor Capital, LLC | 275 | $43.0K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 278 | $43.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 276 | $43.0K | 0.01% | +187+210.1% | Added |
| Ahrens Investment Partners LLC | 261 | $41.0K | 0.02% | +261 | New |
| Bourgeon Capital Management LLC | 255 | $40.0K | 0.01% | +1+0.4% | Added |
| Crewe Advisors LLC | 257 | $40.0K | 0.01% | 00.0% | Unchanged |
| Old North State Trust, LLC | 258 | $40.0K | 0.03% | +251+3,585.7% | Added |
| Atwood & Palmer Inc | 248 | $39.0K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 242 | $38.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 243 | $38.0K | 0.00% | +52+27.2% | Added |
| Johnson Financial Group, Inc. | 236 | $37.0K | 0.00% | +236 | New |
| AIA Group Ltd | 236 | $37.0K | 0.00% | +236 | New |
| CNB Bank | 231 | $36.0K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 226 | $35.4K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 221 | $35.0K | 0.00% | 00.0% | Unchanged |