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 |
|---|---|---|---|---|---|
| Meyer Handelman Co | 27,450 | $4.29M | 0.16% | +1,500+5.8% | Added |
| Shorepoint Capital Partners LLC | 26,756 | $4.18M | 1.70% | +690+2.6% | Added |
| Vident Investment Advisory, LLC | 26,225 | $4.10M | 0.11% | +1,125+4.5% | Added |
| KWMG, LLC | 26,203 | $4.10M | 0.55% | −38,843−59.7% | Reduced |
| SEI Investments Co | 25,926 | $4.08M | 0.01% | +845+3.4% | Added |
| Hallmark Capital Management Inc | 25,860 | $4.04M | 0.32% | −54−0.2% | Reduced |
| HRT Financial LP | 25,550 | $4.00M | 0.02% | +25,550 | New |
| HM Payson & Co | 25,417 | $3.98M | 0.09% | −1,100−4.1% | Reduced |
| Monte Financial Group, LLC | 25,350 | $3.97M | 2.09% | −267−1.0% | Reduced |
| Hartford Investment Management Co | 25,162 | $3.94M | 0.09% | +1,600+6.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 25,005 | $3.91M | 0.02% | +810+3.3% | Added |
| KCM Investment Advisors LLC | 23,889 | $3.74M | 0.13% | −418−1.7% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 23,884 | $3.74M | 0.32% | −416−1.7% | Reduced |
| Stephens Inc | 23,768 | $3.72M | 0.06% | −9,153−27.8% | Reduced |
| Foster & Motley Inc | 23,713 | $3.71M | 0.29% | −197−0.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 23,674 | $3.70M | 0.41% | +19,799+510.9% | Added |
| IndexIQ Advisors LLC | 23,595 | $3.69M | 0.12% | +309+1.3% | Added |
| CWM, LLC | 23,488 | $3.67M | 0.03% | +23,488 | New |
| Nixon Peabody Trust Co | 23,447 | $3.67M | 1.11% | +594+2.6% | Added |
| Bridgewater Associates, LP | 22,945 | $3.59M | 0.02% | +22,945 | New |
| Dowling & Yahnke LLC | 22,781 | $3.56M | 0.17% | −1,078−4.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 22,760 | $3.56M | 0.01% | −258−1.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 22,443 | $3.51M | 0.44% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 22,296 | $3.49M | 0.01% | +358+1.6% | Added |
| Bristlecone Advisors, LLC | 22,143 | $3.46M | 0.42% | −2,201−9.0% | Reduced |
| Culbertson A N & Co Inc | 22,095 | $3.46M | 0.65% | +22,095 | New |
| Citizens Business Bank | 22,017 | $3.44M | 0.42% | +40.0% | Added |
| Twinbeech Capital LP | 22,000 | $3.44M | 0.20% | +22,000 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 21,608 | $3.39M | 0.05% | +15,492+253.3% | Added |
| BerganKDV Wealth Management, LLC | 21,467 | $3.36M | 0.35% | −615−2.8% | Reduced |
| Peapack Gladstone Financial Corp | 13,487 | $3.32M | 0.06% | −8,116−37.6% | Reduced |
| Hancock Whitney Corp | 21,139 | $3.31M | 0.10% | −253−1.2% | Reduced |
| Slow Capital, Inc. | 21,072 | $3.30M | 0.56% | −278−1.3% | Reduced |
| Engineers Gate Manager LP | 20,588 | $3.22M | 0.14% | +19,237+1,423.9% | Added |
| Oregon Public Employees Retirement Fund | 20,281 | $3.17M | 0.03% | −718−3.4% | Reduced |
| Securian Asset Management, Inc | 20,254 | $3.17M | 0.06% | −533−2.6% | Reduced |
| Pendal Group Limited | 20,076 | $3.14M | 0.03% | +9,748+94.4% | Added |
| Stonegate Investment Group, LLC | 20,013 | $3.13M | 0.13% | +20,013 | New |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 20,000 | $3.13M | 0.98% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 19,955 | $3.12M | 0.11% | −236−1.2% | Reduced |
| Patton Albertson Miller Group, LLC | 19,768 | $3.09M | 0.50% | +276+1.4% | Added |
| Commerzbank Aktiengesellschaft | 19,689 | $3.08M | 0.17% | +1,446+7.9% | Added |
| Two Sigma Investments, LP | 19,520 | $3.05M | 0.01% | +19,520 | New |
| Montag A & Associates Inc | 19,445 | $3.04M | 0.15% | −86−0.4% | Reduced |
| Richard Bernstein Advisors LLC | 19,406 | $3.04M | 0.06% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 19,361 | $3.03M | 1.09% | −40.0% | Reduced |
| Brinker Capital Investments, LLC | 19,219 | $3.01M | 0.04% | +662+3.6% | Added |
| Arden Trust Co | 19,177 | $3.00M | 0.51% | −58−0.3% | Reduced |
| Maryland State Retirement & Pension System | 19,154 | $3.00M | 0.08% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 19,137 | $2.99M | 0.09% | +429+2.3% | Added |
| Elo Mutual Pension Insurance Co | 19,099 | $2.99M | 0.08% | +1,306+7.3% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 18,893 | $2.96M | 2.82% | +18,893 | New |
| Natixis | 18,830 | $2.95M | 0.01% | −20,216−51.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 18,737 | $2.94M | 0.04% | +18,737 | New |
| Meridian Investment Counsel Inc. | 18,622 | $2.91M | 0.97% | −500−2.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 18,434 | $2.88M | 0.04% | +434+2.4% | Added |
| Teachers Retirement System of the State of Kentucky | 18,414 | $2.88M | 0.03% | −1,005−5.2% | Reduced |
| Desjardins Global Asset Management Inc. | 17,699 | $2.77M | 0.24% | +17,699 | New |
| Crestline Management, LP | 17,596 | $2.75M | 0.21% | +17,596 | New |
| MD Financial Management Inc. | 17,573 | $2.75M | 0.07% | +2,633+17.6% | Added |
| FDx Advisors, Inc. | 17,549 | $2.75M | 0.08% | +1,997+12.8% | Added |
| Oppenheimer & Co Inc | 17,526 | $2.74M | 0.05% | +256+1.5% | Added |
| Pinebridge Investments, L.P. | 17,430 | $2.73M | 0.03% | −7,068−28.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 17,163 | $2.69M | 0.03% | 00.0% | Unchanged |
| Benin Management CORP | 17,074 | $2.67M | 0.81% | −1,050−5.8% | Reduced |
| Crossmark Global Holdings, Inc. | 16,728 | $2.62M | 0.06% | −2,980−15.1% | Reduced |
| 1st Source Bank | 16,579 | $2.59M | 0.15% | −259−1.5% | Reduced |
| Garner Asset Management Corp | 16,558 | $2.59M | 1.09% | +383+2.4% | Added |
| Siemens Fonds Invest GmbH | 16,432 | $2.58M | 0.17% | −2,035−11.0% | Reduced |
| Moody National Bank Trust Division | 16,414 | $2.57M | 0.08% | −42,192−72.0% | Reduced |
| Winton Group Ltd | 16,390 | $2.56M | 0.16% | +8,209+100.3% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 16,208 | $2.54M | 0.01% | −210−1.3% | Reduced |
| Lincoln Capital LLC | 16,201 | $2.53M | 0.63% | −58−0.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 16,106 | $2.52M | 0.14% | +319+2.0% | Added |
| J. W. Coons Advisors, LLC | 16,050 | $2.51M | 0.76% | 00.0% | Unchanged |
| Trexquant Investment LP | 16,003 | $2.50M | 0.15% | +16,003 | New |
| Principle Wealth Partners LLC | 15,860 | $2.48M | 0.26% | +100+0.6% | Added |
| Caisse de Depot Et Placement du Quebec | 15,797 | $2.47M | 0.01% | +3,726+30.9% | Added |
| Somerset Group LLC | 15,762 | $2.47M | 1.66% | −30−0.2% | Reduced |
| Penobscot Investment Management Company, Inc. | 15,433 | $2.41M | 0.33% | −700−4.3% | Reduced |
| Louisiana State Employees Retirement System | 15,400 | $2.41M | 0.05% | −100−0.6% | Reduced |
| Veritable, L.P. | 15,331 | $2.40M | 0.04% | +57+0.4% | Added |
| New Mexico Educational Retirement Board | 15,278 | $2.39M | 0.08% | −1,200−7.3% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 15,123 | $2.37M | 0.14% | −375−2.4% | Reduced |
| YorkBridge Wealth Partners, LLC | 15,076 | $2.36M | 0.53% | +163+1.1% | Added |
| Advisor Partners LLC | 14,994 | $2.35M | 0.14% | −415−2.7% | Reduced |
| MRJ Capital Inc | 14,952 | $2.34M | 1.35% | −2,568−14.7% | Reduced |
| BDO Wealth Advisors, LLC | 14,924 | $2.33M | 0.25% | +328+2.2% | Added |
| Azimuth Capital Management LLC | 14,813 | $2.32M | 0.09% | −310−2.0% | Reduced |
| Wunderlich Capital Managemnt | 14,739 | $2.31M | 1.03% | +355+2.5% | Added |
| Kentucky Retirement Systems | 14,616 | $2.29M | 0.09% | +86+0.6% | Added |
| Fulton Bank, N.A. | 14,509 | $2.27M | 0.10% | +1,051+7.8% | Added |
| Evercore Wealth Management, LLC | 14,359 | $2.25M | 0.04% | 00.0% | Unchanged |
| Unison Advisors LLC | 14,331 | $2.24M | 0.54% | +103+0.7% | Added |
| Reilly Financial Advisors, LLC | 14,165 | $2.22M | 0.16% | −409−2.8% | Reduced |
| Canandaigua National Corp | 14,103 | $2.21M | 0.33% | −31−0.2% | Reduced |
| Rossmore Private Capital | 13,856 | $2.17M | 0.34% | +194+1.4% | Added |
| Lazard Asset Management LLC | 13,825 | $2.16M | 0.00% | +8,682+168.8% | Added |
| Acropolis Investment Management, LLC | 13,547 | $2.12M | 0.19% | +164+1.2% | Added |
| Avantax Advisory Services, Inc. | 13,513 | $2.11M | 0.03% | +786+6.2% | Added |