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 |
|---|---|---|---|---|---|
| Jacobi Capital Management LLC | 7,618 | $1.19M | 0.14% | +136+1.8% | Added |
| Ontario Teachers Pension Plan Board | 7,578 | $1.19M | 0.01% | +2,162+39.9% | Added |
| Vaughan David Investments LLC | 7,534 | $1.18M | 0.03% | −14−0.2% | Reduced |
| Investment Management of Virginia LLC | 7,458 | $1.17M | 0.19% | −20−0.3% | Reduced |
| Silvercrest Asset Management Group LLC | 7,449 | $1.17M | 0.01% | −7,682−50.8% | Reduced |
| DAGCO, Inc. | 7,398 | $1.16M | 0.45% | −2,018−21.4% | Reduced |
| Ferguson Wellman Capital Management, Inc | 7,393 | $1.16M | 0.03% | −23−0.3% | Reduced |
| Verition Fund Management LLC | 7,376 | $1.15M | 0.01% | +7,376 | New |
| GWM Advisors LLC | 7,375 | $1.15M | 0.02% | +3,013+69.1% | Added |
| Argent Advisors, Inc. | 7,361 | $1.15M | 0.62% | −73−1.0% | Reduced |
| Bailard, Inc. | 7,338 | $1.15M | 0.04% | +302+4.3% | Added |
| First Midwest Bank Trust Division | 7,249 | $1.13M | 0.15% | −100−1.4% | Reduced |
| GSB Wealth Management, LLC | 7,136 | $1.12M | 0.32% | +7,136 | New |
| Connecticut Wealth Management, LLC | 7,125 | $1.11M | 0.09% | +5+0.1% | Added |
| Ashton Thomas Private Wealth, LLC | 7,097 | $1.11M | 0.11% | +3,208+82.5% | Added |
| Gifford Fong Associates | 7,000 | $1.09M | 0.19% | 00.0% | Unchanged |
| Sigma Planning Corp | 6,977 | $1.09M | 0.03% | +77+1.1% | Added |
| Essex Financial Services, Inc. | 6,901 | $1.08M | 0.11% | +1,722+33.2% | Added |
| Deseret Mutual Benefit Administrators | 6,899 | $1.08M | 0.18% | −1,368−16.5% | Reduced |
| Eagle Capital Management LLC | 6,900 | $1.08M | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 6,849 | $1.07M | 0.02% | +311+4.8% | Added |
| JustInvest LLC | 6,843 | $1.07M | 0.06% | +2,218+48.0% | Added |
| Asset Allocation & Management Company, LLC | 6,768 | $1.06M | 0.36% | +6,768 | New |
| We Are One Seven, LLC | 6,753 | $1.06M | 0.11% | +2,137+46.3% | Added |
| Atlantic Union Bankshares Corp | 6,743 | $1.05M | 0.09% | −500−6.9% | Reduced |
| Baker Tilly Wealth Management, LLC | 6,734 | $1.05M | 0.11% | +518+8.3% | Added |
| Tevis Investment Management | 6,698 | $1.05M | 0.91% | +6,698 | New |
| Resources Management Corp | 6,699 | $1.05M | 0.14% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 6,596 | $1.03M | 0.23% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 6,591 | $1.03M | 0.01% | −50−0.8% | Reduced |
| Venture Visionary Partners LLC | 6,492 | $1.01M | 0.07% | +48+0.7% | Added |
| Modera Wealth Management, LLC | 6,483 | $1.01M | 0.04% | +4,020+163.2% | Added |
| Bard Financial Services, Inc. | 6,435 | $1.01M | 0.08% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 6,430 | $1.01M | 0.06% | −7,700−54.5% | Reduced |
| Academy Capital Management Inc | 6,405 | $1.00M | 0.16% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 6,400 | $1.00M | 0.09% | −94−1.4% | Reduced |
| Dudley & Shanley, Inc. | 6,400 | $1.00M | 0.17% | 00.0% | Unchanged |
| Corsicana & Co. | 6,364 | $996.0K | 0.60% | −485−7.1% | Reduced |
| CoreCap Advisors, LLC | 6,342 | $992.0K | 0.07% | +6,342 | New |
| Fiduciary Trust Co | 6,332 | $990.0K | 0.02% | −40−0.6% | Reduced |
| Ballast, Inc. | 6,321 | $988.0K | 0.38% | +257+4.2% | Added |
| Legacy Private Trust Co. | 6,291 | $984.0K | 0.07% | −6,781−51.9% | Reduced |
| Advisors Asset Management, Inc. | 6,279 | $982.2K | 0.01% | −10,362−62.3% | Reduced |
| Fifth Third Bancorp | 6,238 | $976.0K | 0.00% | −36−0.6% | Reduced |
| Journey Advisory Group, LLC | 6,150 | $962.0K | 0.27% | −725−10.5% | Reduced |
| Elmwood Wealth Management, Inc. | 6,144 | $961.0K | 0.46% | +6,144 | New |
| PEAK6 Investments LLC | 6,101 | $954.0K | 0.03% | +4,097+204.4% | Added |
| Institute for Wealth Management, LLC. | 6,057 | $947.0K | 0.15% | +16+0.3% | Added |
| Studio Investment Management LLC | 5,968 | $934.0K | 0.34% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 5,920 | $926.0K | 0.06% | +616+11.6% | Added |
| Markston International LLC | 5,871 | $918.0K | 0.93% | −23−0.4% | Reduced |
| Redpoint Investment Management Pty Ltd | 5,841 | $914.0K | 0.07% | −73−1.2% | Reduced |
| Banque Cantonale Vaudoise | 5,838 | $913.0K | 0.04% | 00.0% | Unchanged |
| Ieq Capital, LLC | 5,824 | $911.0K | 0.02% | −20.0% | Reduced |
| Veriti Management LLC | 5,746 | $899.0K | 0.12% | −19−0.3% | Reduced |
| Weik Capital Management | 5,725 | $896.0K | 0.34% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 5,695 | $891.0K | 1.37% | +5,695 | New |
| Quantitative Investment Management, LLC | 5,690 | $890.0K | 0.12% | −17,739−75.7% | Reduced |
| Orrstown Financial Services Inc | 5,445 | $887.0K | 1.35% | −516−8.7% | Reduced |
| Spire Wealth Management | 5,667 | $887.0K | 0.02% | −37−0.6% | Reduced |
| Wilson & Boucher Capital Management, LLC | 5,644 | $883.0K | 0.80% | +5,644 | New |
| Acadian Asset Management LLC | 5,636 | $880.0K | 0.00% | −334−5.6% | Reduced |
| Cigna Investments Inc | 5,568 | $870.0K | 0.07% | −2,120−27.6% | Reduced |
| Oak Associates, Ltd | 5,540 | $867.0K | 0.05% | −6−0.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,505 | $862.2K | 0.00% | +196+3.7% | Added |
| Schmidt P J Investment Management Inc | 5,155 | $857.0K | 0.17% | −1,351−20.8% | Reduced |
| Douglass Winthrop Advisors, LLC | 5,480 | $857.0K | 0.02% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 5,449 | $853.0K | 0.05% | −4,465−45.0% | Reduced |
| Roundview Capital LLC | 5,421 | $848.0K | 0.08% | +10+0.2% | Added |
| DCM Advisors, LLC | 5,421 | $848.0K | 0.25% | +5,421 | New |
| Busey Wealth Management | 5,385 | $843.0K | 0.03% | +255+5.0% | Added |
| Signaturefd, LLC | 5,352 | $837.0K | 0.03% | +21+0.4% | Added |
| Trust Co of Vermont | 5,327 | $833.0K | 0.05% | −774−12.7% | Reduced |
| Caxton Associates LP | 5,321 | $832.0K | 0.11% | +3,998+302.2% | Added |
| Apollon Wealth Management, LLC | 5,311 | $831.0K | 0.07% | +3,154+146.2% | Added |
| 1832 Asset Management L.P. | 5,234 | $821.0K | 0.00% | −1,890−26.5% | Reduced |
| Guyasuta Investment Advisors Inc | 5,112 | $800.0K | 0.05% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 5,112 | $800.0K | 0.01% | +5,112 | New |
| Lederer & Associates Investment Counsel | 5,102 | $798.0K | 0.46% | +1,138+28.7% | Added |
| Penserra Capital Management LLC | 4,640 | $797.0K | 0.02% | +691+17.5% | Added |
| Hanson & Doremus Investment Management | 5,053 | $790.0K | 0.17% | +149+3.0% | Added |
| Founders Financial Securities LLC | 5,041 | $789.0K | 0.14% | +152+3.1% | Added |
| Investors Asset Management of Georgia Inc | 5,011 | $784.0K | 0.37% | −50−1.0% | Reduced |
| Tectonic Advisors LLC | 4,999 | $782.0K | 0.14% | +52+1.1% | Added |
| Allstate Corp | 4,978 | $779.0K | 0.01% | +222+4.7% | Added |
| Bridges Investment Management Inc | 4,900 | $766.0K | 0.02% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 4,880 | $763.0K | 0.49% | −49−1.0% | Reduced |
| Merit Financial Group, LLC | 4,828 | $755.0K | 0.07% | +15+0.3% | Added |
| Regent Investment Management LLC | 4,821 | $754.0K | 0.16% | −7−0.1% | Reduced |
| Cetera Advisors LLC | 4,812 | $753.0K | 0.02% | −602−11.1% | Reduced |
| Haverford Trust Co | 4,797 | $750.0K | 0.01% | 00.0% | Unchanged |
| Nomura Holdings Inc | 4,811 | $749.0K | 0.00% | −28,032−85.4% | Reduced |
| Sawtooth Solutions, LLC | 4,784 | $748.0K | 0.08% | +2,831+145.0% | Added |
| Wesbanco Bank Inc | 4,771 | $746.0K | 0.03% | −101−2.1% | Reduced |
| Symmetry Partners, LLC | 4,761 | $745.0K | 0.05% | 00.0% | Unchanged |
| Ziegler Capital Management, LLC | 4,752 | $743.0K | 0.03% | −4,618−49.3% | Reduced |
| Gries Financial LLC | 4,710 | $737.0K | 0.30% | −5,143−52.2% | Reduced |
| Providence Wealth Advisors, LLC | 4,397 | $737.0K | 0.46% | +10+0.2% | Added |
| Rosenbaum Jay D. | 4,703 | $736.0K | 1.08% | −1,127−19.3% | Reduced |
| Tradewinds, LLC. | 3,853 | $734.0K | 0.87% | +3,853 | New |