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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.

Institutional holdersQ4 2021: 1,229 institutions
Q1 2021: 1,172 institutionsQ2 2021: 1,138 institutionsQ3 2021: 1,137 institutionsQ4 2021: 1,229 institutionsQ1 2022: 1,277 institutionsQ2 2022: 1,222 institutionsQ3 2022: 1,204 institutionsQ4 2022: 1,303 institutionsQ1 2023: 1,269 institutionsQ2 2023: 1,287 institutionsQ3 2023: 1,259 institutionsQ4 2023: 1,333 institutionsQ1 2024: 1,451 institutionsQ2 2024: 1,414 institutionsQ3 2024: 1,470 institutionsQ4 2024: 1,589 institutionsQ1 2025: 1,644 institutionsQ2 2025: 1,638 institutionsQ3 2025: 1,680 institutionsQ4 2025: 1,779 institutionsQ1 2026: 1,804 institutionsQ2 2026: 1,868 institutions
Value heldQ4 2021: $31.3B
Q1 2021: $31.5BQ2 2021: $31.0BQ3 2021: $31.1BQ4 2021: $31.3BQ1 2022: $36.0BQ2 2022: $33.1BQ3 2022: $29.7BQ4 2022: $36.0BQ1 2023: $32.3BQ2 2023: $32.5BQ3 2023: $30.5BQ4 2023: $36.0BQ1 2024: $43.6BQ2 2024: $38.8BQ3 2024: $44.0BQ4 2024: $45.6BQ1 2025: $49.8BQ2 2025: $50.7BQ3 2025: $51.9BQ4 2025: $53.8BQ1 2026: $52.1BQ2 2026: $61.0B
Institutions holding TRV and their total value by quarter
QuarterHoldersValue
Q2 20261,868$61.0B
Q1 20261,804$52.1B
Q4 20251,779$53.8B
Q3 20251,680$51.9B
Q2 20251,638$50.7B
Q1 20251,644$49.8B
Q4 20241,589$45.6B
Q3 20241,470$44.0B
Q2 20241,414$38.8B
Q1 20241,451$43.6B
Q4 20231,333$36.0B
Q3 20231,259$30.5B
Q2 20231,287$32.5B
Q1 20231,269$32.3B
Q4 20221,303$36.0B
Q3 20221,204$29.7B
Q2 20221,222$33.1B
Q1 20221,277$36.0B
Q4 20211,229$31.3B
Q3 20211,137$31.1B
Q2 20211,138$31.0B
Q1 20211,172$31.5B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Travelers Companies, Inc.; share changes are against Q3 2021.

Institutions holding TRV in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Sit Investment Associates Inc226$35.0K0.00%+226New
Dividend Assets Capital, LLC222$35.0K0.01%+222New
Point72 Hong Kong Ltd217$34.0K0.00%−746−77.5%Reduced
McIlrath & Eck, LLC209$33.0K0.01%00.0%Unchanged
Stonebridge Financial Planning Group, LLC200$33.0K0.02%00.0%Unchanged
Gould Capital, LLC211$33.0K0.02%+211New
Princeton Global Asset Management LLC202$32.0K0.01%00.0%Unchanged
Institutional & Family Asset Management, LLC198$31.0K0.00%−338−63.1%Reduced
Baldrige Asset Management LLC200$31.0K0.01%00.0%Unchanged
FSB Premier Wealth Management, Inc.200$31.0K0.01%+200New
Magnolia Capital Management Ltd200$31.0K0.02%+200New
Wolff Wiese Magana LLC187$29.0K0.02%00.0%Unchanged
Cedar Mountain Advisors, LLC185$29.0K0.01%00.0%Unchanged
Concord Wealth Partners188$29.0K0.01%+146+347.6%Added
Brown Brothers Harriman & Co186$29.0K0.00%+152+447.1%Added
Bellevue Asset Management, LLC179$28.0K0.02%−1−0.6%Reduced
Westside Investment Management, Inc.183$28.0K0.00%00.0%Unchanged
Ford Financial Group, LLC180$28.0K0.01%+180New
Widmann Financial Services, Inc.184$28.0K0.02%+184New
Loomis Sayles & Co L P171$27.0K0.00%−22−11.4%Reduced
Hexagon Capital Partners LLC173$27.0K0.01%00.0%Unchanged
Arlington Partners LLC175$27.0K0.01%+15+9.4%Added
Retirement Planning Co of New England, Inc.170$26.0K0.01%+170New
Raffa Wealth Management, LLC162$25.3K0.01%−35−17.8%Reduced
Interactive Financial Advisors158$25.0K0.01%00.0%Unchanged
Signet Financial Management, LLC156$24.0K0.00%+156New
EverSource Wealth Advisors, LLC153$24.0K0.01%+153New
Jones Financial Companies LLLP148$23.0K0.00%−761−83.7%Reduced
Birch Capital Management, LLC150$23.0K0.01%00.0%Unchanged
RWM Asset Management, LLC150$23.0K0.00%00.0%Unchanged
Trust Co144$23.0K0.01%00.0%Unchanged
Carmichael Hill & Associates, Inc.144$23.0K0.01%00.0%Unchanged
Simon Quick Advisors, LLC145$23.0K0.01%+10+7.4%Added
Hudock, Inc.143$22.0K0.01%−167−53.9%Reduced
Laurel Wealth Advisors LLC138$22.0K0.00%00.0%Unchanged
Dixon Hughes Goodman Wealth Advisors LLC139$22.0K0.01%+139New
Bedel Financial Consulting, Inc.132$21.0K0.01%+57+76.0%Added
SJS Investment Consulting Inc.133$21.0K0.01%+133New
Cribstone Capital Management, LLC130$20.0K0.01%00.0%Unchanged
Country Trust Bank128$20.0K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.132$20.0K0.00%+19+16.8%Added
Equitec Proprietary Markets, LLC126$20.0K0.01%+126New
Bogart Wealth, LLC119$19.0K0.00%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.120$19.0K0.01%00.0%Unchanged
Larson Financial Group LLC123$19.0K0.00%+100+434.8%Added
Kings Point Capital Management112$18.0K0.00%−150−57.3%Reduced
Tradewinds Capital Management, LLC112$18.0K0.00%−11−8.9%Reduced
Riggs Asset Managment Co. Inc.115$18.0K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC112$18.0K0.00%+112New
Amplius Wealth Advisors, LLC121$18.0K0.00%+121New
High Net Worth Advisory Group LLC117$18.0K0.01%+117New
Legacy Bridge, LLC110$17.0K0.01%00.0%Unchanged
Burleson & Company, LLC106$17.0K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC106$17.0K0.02%+106New
Motco100$16.0K0.00%00.0%Unchanged
Barrett Asset Management, LLC104$16.0K0.00%+4+4.0%Added
Tucker Asset Management LLC100$15.7K0.01%+100New
Toth Financial Advisory Corp85$13.0K0.00%00.0%Unchanged
Norway Savings Bank83$13.0K0.01%00.0%Unchanged
North Star Investment Management Corp.85$13.0K0.00%+15+21.4%Added
Barnett & Company, Inc.85$13.0K0.01%+85New
Albion Financial Group76$12.0K0.00%00.0%Unchanged
Coastal Capital Group, Inc.77$12.0K0.00%00.0%Unchanged
Highlander Capital Management, LLC75$12.0K0.01%00.0%Unchanged
First Bank & Trust75$12.0K0.01%+22+41.5%Added
Clear Perspectives Financial Planning, LLC70$11.0K0.00%00.0%Unchanged
Laurel Wealth Planning LLC68$11.0K0.01%00.0%Unchanged
Bivin & Associates, Inc.71$11.0K0.01%+71New
Wagner Wealth Management, LLC64$10.0K0.01%00.0%Unchanged
Global Trust Asset Management, LLC63$10.0K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC65$10.0K0.00%−1−1.5%Reduced
Freedman Financial Associates, Inc.64$10.0K0.01%00.0%Unchanged
Smith Group Asset Management, LLC60$10.0K0.00%00.0%Unchanged
McClarren Financial Advisors, Inc.59$10.0K0.01%+43+268.8%Added
Rise Advisors, LLC60$9.34K0.01%+60New
Ogorek Anthony Joseph60$9.00K0.00%00.0%Unchanged
Benson Investment Management Company, Inc.56$9.00K0.00%00.0%Unchanged
Massmutual Trust Co FSB57$9.00K0.00%+9+18.8%Added
PYA Waltman Capital, LLC59$9.00K0.00%+59New
First Personal Financial Services50$8.00K0.00%−567−91.9%Reduced
Mizuho Securities Co. Ltd.50$8.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.53$8.00K0.00%00.0%Unchanged
Column Capital Advisors, LLC48$8.00K0.00%+7+17.1%Added
West Branch Capital LLC50$8.00K0.00%+50New
Curi Capital54$8.00K0.00%+54New
Dark Forest Capital Management LP52$8.00K0.00%+52New
Level Financial Advisors, Inc.50$8.00K0.01%+50New
Versant Capital Management, Inc43$7.00K0.00%00.0%Unchanged
Kozak & Associates, Inc.43$7.00K0.00%00.0%Unchanged
Addison Advisors LLC46$7.00K0.00%+40+666.7%Added
NewSquare Capital LLC41$6.00K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.39$6.00K0.00%00.0%Unchanged
Center for Financial Planning, Inc.41$6.00K0.00%00.0%Unchanged
Castle Financial & Retirement Planning Associates, Inc.35$6.00K0.02%+35New
Sound Income Strategies, LLC40$6.00K0.00%+40New
Ahl Investment Management, Inc.40$6.00K0.01%+40New
TD Ameritrade Investment Management, LLC29$5.00K0.00%−1,151−97.5%Reduced
Cranbrook Wealth Management, LLC34$5.00K0.00%−15−30.6%Reduced
Rockbridge Investment Management, LCC30$5.00K0.00%−16−34.8%Reduced
Truvestments Capital LLC34$5.00K0.00%00.0%Unchanged