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 |
|---|---|---|---|---|---|
| Koshinski Asset Management, Inc. | 4,690 | $733.6K | 0.06% | +20.0% | Added |
| Cresset Asset Management, LLC | 4,637 | $726.0K | 0.01% | −717−13.4% | Reduced |
| CIBC World Markets Inc. | 4,607 | $721.0K | 0.00% | −2,609−36.2% | Reduced |
| AMG National Trust Bank | 4,603 | $720.0K | 0.02% | −800−14.8% | Reduced |
| IFG Advisory, LLC | 4,603 | $720.0K | 0.07% | +470+11.4% | Added |
| Bahl & Gaynor Inc | 4,599 | $719.0K | 0.00% | −25−0.5% | Reduced |
| Quest Capital Management Inc | 4,515 | $706.0K | 0.12% | 00.0% | Unchanged |
| Altium Wealth Management LLC | 4,493 | $703.0K | 0.05% | +23+0.5% | Added |
| Loveless Wealth Management LLC | 4,475 | $700.0K | 0.38% | +15+0.3% | Added |
| Meristem Family Wealth, LLC | 4,455 | $697.0K | 0.06% | −348−7.2% | Reduced |
| Corient Capital Partners, LLC | 4,453 | $697.0K | 0.05% | +107+2.5% | Added |
| Davenport & Co LLC | 4,452 | $696.0K | 0.00% | −89−2.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 4,446 | $695.0K | 0.03% | +957+27.4% | Added |
| Mission Wealth Management, LP | 4,427 | $693.0K | 0.03% | +50+1.1% | Added |
| Teza Capital Management LLC | 4,412 | $690.0K | 0.18% | +4,412 | New |
| FineMark National Bank & Trust | 4,385 | $686.0K | 0.03% | +267+6.5% | Added |
| Bremer Bank National Association | 4,347 | $680.0K | 0.11% | −100−2.2% | Reduced |
| Empirical Finance, LLC | 4,349 | $680.0K | 0.08% | +1,131+35.1% | Added |
| Financial Advisory Service, Inc. | 4,333 | $678.0K | 0.06% | +2,040+89.0% | Added |
| American National Registered Investment Advisor, Inc. | 4,310 | $674.0K | 0.22% | −10.0% | Reduced |
| Bank of Stockton | 4,277 | $669.0K | 0.20% | 00.0% | Unchanged |
| Intersect Capital LLC | 4,249 | $665.0K | 0.12% | −73−1.7% | Reduced |
| HNP Capital LLC | 4,225 | $661.0K | 0.15% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 4,227 | $661.0K | 0.04% | +10+0.2% | Added |
| Vectors Research Management, LLC | 4,225 | $661.0K | 0.14% | +4,225 | New |
| Fisher Asset Management, LLC | 4,219 | $660.0K | 0.00% | +2,797+196.7% | Added |
| Pensionfund DSM Netherlands | 4,200 | $657.0K | 0.08% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 4,193 | $656.0K | 0.01% | +4,193 | New |
| Bank of Hawaii | 4,178 | $654.0K | 0.03% | −192−4.4% | Reduced |
| Manteio Capital LLC | 4,178 | $654.0K | 0.84% | +4,178 | New |
| IBM Retirement Fund | 4,176 | $653.0K | 0.08% | −2,907−41.0% | Reduced |
| Wellington Shields Capital Management, LLC | 4,164 | $651.0K | 0.08% | 00.0% | Unchanged |
| Central Trust Co | 4,152 | $650.0K | 0.02% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 4,150 | $649.0K | 0.22% | +4,150 | New |
| Metatron Capital SICAV plc | 4,116 | $643.8K | 0.61% | +4,116 | New |
| Integrated Wealth Concepts LLC | 4,105 | $642.0K | 0.02% | +23+0.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 4,101 | $642.0K | 0.15% | +4,101 | New |
| True North Advisors, LLC | 4,080 | $638.0K | 0.11% | +42+1.0% | Added |
| Cambridge Trust Co | 4,070 | $637.0K | 0.02% | +1,374+51.0% | Added |
| Horizon Investments, LLC | 4,053 | $634.0K | 0.02% | −3,960−49.4% | Reduced |
| Choate Investment Advisors | 4,045 | $633.0K | 0.04% | −240−5.6% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 4,039 | $632.0K | 0.07% | −50−1.2% | Reduced |
| Osborne Partners Capital Management, LLC | 4,033 | $631.0K | 0.05% | 00.0% | Unchanged |
| Cetera Investment Advisers | 4,015 | $628.0K | 0.01% | −496−11.0% | Reduced |
| Sterneck Capital Management, LLC | 4,000 | $626.0K | 0.37% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 3,995 | $625.0K | 0.01% | −3,966−49.8% | Reduced |
| Checchi Capital Advisers, LLC | 3,975 | $622.0K | 0.07% | +998+33.5% | Added |
| Cornercap Investment Counsel Inc | 3,953 | $618.0K | 0.09% | −8,937−69.3% | Reduced |
| JB Capital LLC | 3,945 | $617.2K | 0.06% | +10+0.3% | Added |
| Brighton Jones LLC | 3,884 | $608.0K | 0.03% | +146+3.9% | Added |
| Kanawha Capital Management LLC | 3,865 | $605.0K | 0.05% | 00.0% | Unchanged |
| Donald L. Hagan, LLC | 3,854 | $603.0K | 0.31% | +89+2.4% | Added |
| Copperwynd Financial, LLC | 3,838 | $600.0K | 0.23% | +126+3.4% | Added |
| Balentine LLC | 3,825 | $598.0K | 0.02% | +1,009+35.8% | Added |
| Pinnacle Bancorp, Inc. | 3,803 | $595.0K | 0.21% | −100−2.6% | Reduced |
| Tdam USA Inc. | 3,766 | $589.0K | 0.04% | +819+27.8% | Added |
| Burns J W & Co Inc | 3,740 | $585.0K | 0.08% | −57−1.5% | Reduced |
| Trust Co of Toledo NA | 3,694 | $578.0K | 0.09% | −28−0.8% | Reduced |
| Glenview Trust Co | 3,691 | $577.0K | 0.02% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 3,689 | $577.0K | 0.11% | 00.0% | Unchanged |
| Sky Investment Group LLC | 3,652 | $571.0K | 0.12% | −77−2.1% | Reduced |
| Stokes Family Office, LLC | 3,645 | $570.0K | 0.07% | −82−2.2% | Reduced |
| Mach-1 Financial Group, Inc. | 3,646 | $570.0K | 0.38% | +167+4.8% | Added |
| Federation des caisses Desjardins du Quebec | 3,603 | $563.5K | 0.01% | +129+3.7% | Added |
| American Portfolios Advisors | 3,602 | $563.5K | 0.02% | +148+4.3% | Added |
| LVM Capital Management Ltd | 3,582 | $560.0K | 0.07% | −375−9.5% | Reduced |
| Boyd Watterson Asset Management LLC | 3,563 | $557.0K | 0.19% | −17−0.5% | Reduced |
| Private Trust Co NA | 3,547 | $555.0K | 0.08% | −115−3.1% | Reduced |
| Private Capital Management LLC | 3,549 | $555.0K | 0.19% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 3,542 | $554.0K | 0.14% | −47−1.3% | Reduced |
| Park Avenue Securities LLC | 3,536 | $553.0K | 0.01% | +283+8.7% | Added |
| Quent Capital, LLC | 3,527 | $552.0K | 0.12% | +3,527 | New |
| Inlet Private Wealth, LLC | 3,500 | $548.0K | 0.13% | 00.0% | Unchanged |
| Smithfield Trust Co | 3,497 | $544.0K | 0.03% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 3,470 | $543.0K | 0.46% | +3,470 | New |
| Moors & Cabot, Inc. | 3,464 | $542.0K | 0.03% | +600+20.9% | Added |
| Focus Financial Network, Inc. | 3,448 | $539.4K | 0.08% | +238+7.4% | Added |
| Dohj, LLC | 3,445 | $539.0K | 0.24% | −216−5.9% | Reduced |
| Ameritas Investment Partners, Inc. | 3,452 | $539.0K | 0.02% | −135−3.8% | Reduced |
| Joel Isaacson & Co., LLC | 3,443 | $539.0K | 0.04% | −34−1.0% | Reduced |
| Villere St Denis J & Co LLC | 3,433 | $537.0K | 0.03% | 00.0% | Unchanged |
| Diversified Trust Co | 3,435 | $537.0K | 0.02% | +164+5.0% | Added |
| Evoke Wealth, LLC | 3,375 | $528.0K | 0.02% | +2+0.1% | Added |
| Valeo Financial Advisors, LLC | 3,368 | $527.0K | 0.03% | −714−17.5% | Reduced |
| New Potomac Partners, LLC | 3,365 | $526.0K | 0.34% | −865−20.4% | Reduced |
| Versor Investments LP | 3,354 | $525.0K | 0.02% | +354+11.8% | Added |
| Money Concepts Capital Corp | 3,330 | $521.0K | 0.04% | +3,330 | New |
| Camden National Bank | 3,322 | $520.0K | 0.09% | −14−0.4% | Reduced |
| Parsons Capital Management Inc | 3,326 | $520.0K | 0.04% | 00.0% | Unchanged |
| JNBA Financial Advisors | 3,321 | $519.0K | 0.06% | +59+1.8% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 3,318 | $519.0K | 0.03% | +3,318 | New |
| Ar Asset Management Inc | 3,311 | $518.0K | 0.13% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 3,300 | $516.0K | 1.24% | +500+17.9% | Added |
| HB Wealth Management, LLC | 3,300 | $516.0K | 0.01% | +3,300 | New |
| Jeppson Wealth Management, LLC | 3,258 | $510.0K | 0.25% | +15+0.5% | Added |
| Strategic Advisors LLC | 3,256 | $509.0K | 0.07% | +16+0.5% | Added |
| qPULA Trading Management LP | 3,252 | $509.0K | 0.91% | +721+28.5% | Added |
| Allworth Financial LP | 3,239 | $507.0K | 0.01% | −42−1.3% | Reduced |
| Coldstream Capital Management Inc | 3,229 | $505.0K | 0.02% | +3,229 | New |
| Advisor OS, LLC | 3,224 | $504.0K | 0.10% | +395+14.0% | Added |