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 |
|---|---|---|---|---|---|
| Park National Corp | 3,193 | $499.0K | 0.02% | +700+28.1% | Added |
| Geneos Wealth Management Inc. | 3,174 | $496.0K | 0.02% | −343−9.8% | Reduced |
| Harvest Volatility Management LLC | 3,173 | $496.0K | 0.02% | +3,173 | New |
| Welch & Forbes LLC | 3,162 | $495.0K | 0.01% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 3,149 | $493.0K | 0.02% | −1,127−26.4% | Reduced |
| Miracle Mile Advisors, LLC | 3,115 | $487.0K | 0.02% | +272+9.6% | Added |
| SkyOak Wealth, LLC | 3,087 | $483.0K | 0.12% | +98+3.3% | Added |
| Vestcor Inc | 3,079 | $482.0K | 0.02% | −628−16.9% | Reduced |
| Brave Asset Management Inc | 3,080 | $482.0K | 0.13% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 3,178 | $480.0K | 0.10% | +1,056+49.8% | Added |
| Baldwin Brothers Inc | 3,055 | $478.0K | 0.05% | 00.0% | Unchanged |
| High Note Wealth, LLC | 3,051 | $477.0K | 0.16% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 2,215 | $475.2K | 0.25% | +2,215 | New |
| Thrive Capital Management, LLC | 3,033 | $474.0K | 0.31% | −2,828−48.3% | Reduced |
| First National Bank Sioux Falls | 3,031 | $474.0K | 0.51% | +3,031 | New |
| Carlson Capital Management | 3,018 | $472.0K | 0.04% | +206+7.3% | Added |
| Sequoia Financial Advisors, LLC | 3,016 | $472.0K | 0.01% | +3,016 | New |
| Toroso Investments, LLC | 2,999 | $469.0K | 0.01% | +582+24.1% | Added |
| Saxon Interests, Inc. | 2,867 | $468.0K | 0.26% | +2,867 | New |
| City State Bank | 2,987 | $467.0K | 0.29% | +2,987 | New |
| Ledyard National Bank | 2,958 | $463.0K | 0.04% | −73−2.4% | Reduced |
| FinTrust Capital Advisors, LLC | 2,961 | $463.0K | 0.11% | +303+11.4% | Added |
| Mark Stevens | 2,953 | $462.0K | 0.05% | −97−3.2% | Reduced |
| Bank of New Hampshire | 2,938 | $460.0K | 0.11% | −120−3.9% | Reduced |
| Equitable Trust Co | 2,942 | $460.0K | 0.03% | 00.0% | Unchanged |
| Magnetar Financial LLC | 2,930 | $458.0K | 0.00% | +2,930 | New |
| Clear Harbor Asset Management, LLC | 2,921 | $457.0K | 0.05% | −395−11.9% | Reduced |
| Aries Wealth Management | 2,919 | $457.0K | 0.17% | 00.0% | Unchanged |
| Lewis Capital Management, LLC | 2,899 | $453.0K | 0.47% | +2,899 | New |
| Windsor Group LTD | 2,843 | $452.0K | 0.08% | −40−1.4% | Reduced |
| Mayfair Advisory Group, LLC | 2,819 | $450.0K | 0.60% | −105−3.6% | Reduced |
| BLB&B Advisors, LLC | 2,848 | $446.0K | 0.03% | −329−10.4% | Reduced |
| Prio Wealth Limited Partnership | 2,847 | $445.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,839 | $444.0K | 0.05% | −403−12.4% | Reduced |
| Karpas Strategies, LLC | 2,840 | $444.0K | 0.14% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 2,833 | $443.0K | 0.06% | −49−1.7% | Reduced |
| Great Diamond Partners, LLC | 2,832 | $443.0K | 0.11% | +56+2.0% | Added |
| Kingsview Wealth Management, LLC | 2,816 | $441.0K | 0.02% | +2,816 | New |
| Waldron Private Wealth LLC | 2,809 | $439.0K | 0.02% | +7+0.2% | Added |
| HighMark Wealth Management LLC | 2,809 | $439.0K | 0.28% | +15+0.5% | Added |
| Northcape Wealth Management, LLC | 2,800 | $438.0K | 0.15% | +2,800 | New |
| Lincoln National Corp | 2,780 | $435.0K | 0.01% | −26−0.9% | Reduced |
| Stiles Financial Services Inc | 2,731 | $427.0K | 0.21% | +2,731 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 2,691 | $421.0K | 0.07% | +300+12.5% | Added |
| Tradition Wealth Management, LLC | 2,676 | $419.0K | 0.05% | +8+0.3% | Added |
| Dorsey & Whitney Trust CO LLC | 2,683 | $419.0K | 0.04% | +248+10.2% | Added |
| Searle & Co. | 2,673 | $418.0K | 0.15% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 2,673 | $418.0K | 0.00% | +463+21.0% | Added |
| Biltmore Family Office, LLC | 2,669 | $418.0K | 0.08% | +2,669 | New |
| Equitable Holdings, Inc. | 2,667 | $417.0K | 0.01% | +341+14.7% | Added |
| Farmers & Merchants Trust Co of Long Beach | 2,664 | $416.0K | 0.10% | 00.0% | Unchanged |
| Girard Partners Ltd. | 2,651 | $414.0K | 0.04% | −10−0.4% | Reduced |
| Associated Banc-Corp | 2,642 | $413.0K | 0.02% | 00.0% | Unchanged |
| Virtu Financial LLC | 2,625 | $411.0K | 0.04% | −2,486−48.6% | Reduced |
| Courier Capital LLC | 2,618 | $410.0K | 0.04% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 2,622 | $410.0K | 0.10% | +6+0.2% | Added |
| Laurel Wealth Advisors, Inc. | 2,600 | $407.0K | 0.03% | +308+13.4% | Added |
| Evergreen Capital Management LLC | 2,584 | $404.0K | 0.02% | +1,031+66.4% | Added |
| TownSquare Capital, LLC | 2,581 | $404.0K | 0.01% | +1,122+76.9% | Added |
| Wedbush Securities Inc | 2,579 | $403.0K | 0.02% | +57+2.3% | Added |
| Resources Investment Advisors, LLC. | 2,573 | $402.0K | 0.01% | +15+0.6% | Added |
| Clarius Group, LLC | 2,568 | $402.0K | 0.03% | +114+4.6% | Added |
| Donaldson Capital Management, LLC | 2,564 | $401.0K | 0.02% | −16−0.6% | Reduced |
| Peregrine Asset Advisers, Inc. | 2,563 | $401.0K | 0.16% | +2,563 | New |
| Steward Financial Group LLC | 2,559 | $400.0K | 0.37% | +2,559 | New |
| Stevens Capital Management LP | 2,533 | $396.0K | 0.09% | −2,148−45.9% | Reduced |
| SeaCrest Wealth Management, LLC | 2,522 | $394.0K | 0.04% | +23+0.9% | Added |
| Assetmark, Inc | 2,516 | $394.0K | 0.00% | +194+8.4% | Added |
| Fayez Sarofim & Co | 2,510 | $393.0K | 0.00% | −75−2.9% | Reduced |
| Ropes Wealth Advisors LLC | 2,486 | $389.0K | 0.07% | −3,121−55.7% | Reduced |
| River Wealth Advisors LLC | 2,488 | $389.0K | 0.06% | +100+4.2% | Added |
| Edge Capital Group, LLC | 2,482 | $388.0K | 0.03% | −130−5.0% | Reduced |
| Moody Lynn & Lieberson, LLC | 2,477 | $387.0K | 0.03% | −17−0.7% | Reduced |
| Alhambra Investment Partners LLC | 2,475 | $387.0K | 0.27% | 00.0% | Unchanged |
| Walleye Trading LLC | 2,476 | $387.0K | 0.01% | +2,476 | New |
| Trust Asset Management LLC | 2,458 | $385.0K | 0.05% | 00.0% | Unchanged |
| Northeast Investment Management | 2,452 | $384.0K | 0.02% | −892−26.7% | Reduced |
| ARGI Investment Services, LLC | 2,453 | $384.0K | 0.01% | +4+0.2% | Added |
| Foundation Resource Management Inc | 2,448 | $383.0K | 0.07% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 2,408 | $377.0K | 0.04% | +809+50.6% | Added |
| BFSG, LLC | 2,402 | $376.0K | 0.05% | +25+1.1% | Added |
| Boit C F David | 2,400 | $375.0K | 0.24% | 00.0% | Unchanged |
| Davis R M Inc | 2,398 | $375.0K | 0.01% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 2,390 | $374.0K | 0.09% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 2,360 | $369.0K | 0.04% | +2,360 | New |
| Balasa Dinverno & Foltz LLC | 2,339 | $366.0K | 0.02% | −60−2.5% | Reduced |
| First National Bank of South Miami | 2,345 | $366.0K | 0.22% | −3−0.1% | Reduced |
| Arcus Capital Partners, LLC | 2,326 | $364.0K | 0.12% | +2,326 | New |
| Old National Bancorp | 2,322 | $363.0K | 0.01% | +11+0.5% | Added |
| Lindbrook Capital, LLC | 2,315 | $362.0K | 0.06% | +1,333+135.7% | Added |
| TCI Wealth Advisors, Inc. | 2,305 | $361.0K | 0.05% | −2−0.1% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 2,300 | $360.0K | 0.13% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,289 | $358.0K | 0.02% | −8,000−77.8% | Reduced |
| Kestra Private Wealth Services, LLC | 2,275 | $356.0K | 0.02% | +54+2.4% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 2,268 | $355.0K | 0.01% | −68−2.9% | Reduced |
| ForthRight Wealth Management, LLC | 2,264 | $354.0K | 0.19% | +50+2.3% | Added |
| Seelaus Asset Management LLC | 2,242 | $351.0K | 0.19% | −150−6.3% | Reduced |
| Stock Yards Bank & Trust Co | 2,235 | $350.0K | 0.02% | 00.0% | Unchanged |
| First National Corp | 2,241 | $350.0K | 0.08% | +253+12.7% | Added |
| Burton Enright Welch | 2,221 | $347.4K | 0.23% | +2,221 | New |