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 |
|---|---|---|---|---|---|
| Oberweis Asset Management Inc | 2,218 | $347.0K | 0.06% | −158−6.6% | Reduced |
| Green Square Capital Advisors LLC | 2,217 | $347.0K | 0.07% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 2,215 | $346.0K | 0.06% | −125−5.3% | Reduced |
| Cobblestone Capital Advisors LLC | 2,213 | $346.0K | 0.02% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 2,208 | $345.0K | 0.00% | −50−2.2% | Reduced |
| Sentry Investment Management LLC | 2,207 | $345.0K | 0.09% | 00.0% | Unchanged |
| Intercontinental Wealth Advisors, LLC | 2,197 | $344.0K | 0.07% | −30−1.3% | Reduced |
| Trustcore Financial Services, LLC | 2,200 | $344.0K | 0.04% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 2,200 | $344.0K | 0.10% | +2,200 | New |
| WFA Asset Management Corp | 2,196 | $343.5K | 0.22% | +2,196 | New |
| Appleton Partners Inc | 2,191 | $343.0K | 0.03% | −400−15.4% | Reduced |
| V Wealth Advisors LLC | 2,191 | $343.0K | 0.05% | −9−0.4% | Reduced |
| Salvus Wealth Management, LLC | 2,184 | $342.0K | 0.25% | −145−6.2% | Reduced |
| First Citizens Bank & Trust Co | 2,171 | $340.0K | 0.01% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 2,177 | $340.0K | 0.09% | +2,177 | New |
| Grimes & Company, Inc. | 2,170 | $339.0K | 0.02% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 2,168 | $339.0K | 0.01% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 2,160 | $338.0K | 0.06% | −11−0.5% | Reduced |
| Bryn Mawr Trust Co | 2,160 | $338.0K | 0.01% | 00.0% | Unchanged |
| Doyle Wealth Management | 2,151 | $336.0K | 0.02% | 00.0% | Unchanged |
| Simplex Trading, LLC | 2,144 | $335.0K | 0.01% | +2,144 | New |
| Jarislowsky, Fraser Ltd | 2,140 | $334.0K | 0.00% | 00.0% | Unchanged |
| MKT Advisors LLC | 1,990 | $334.0K | 0.26% | +1,990 | New |
| Level Four Advisory Services, LLC | 2,120 | $332.0K | 0.03% | −417−16.4% | Reduced |
| Smith, Moore & Co. | 2,125 | $332.0K | 0.05% | 00.0% | Unchanged |
| Keystone Financial Group | 2,124 | $332.0K | 0.05% | 00.0% | Unchanged |
| Valley Brook Capital Group | 2,127 | $332.0K | 0.29% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 2,122 | $332.0K | 0.07% | +281+15.3% | Added |
| Carnegie Capital Asset Management, LLC | 2,105 | $329.0K | 0.01% | +569+37.0% | Added |
| Maven Securities LTD | 2,105 | $329.0K | 0.04% | +2,105 | New |
| Vahanian & Associates Financial Planning Inc. | 2,081 | $326.0K | 0.26% | +2,081 | New |
| Prelude Capital Management, LLC | 2,054 | $321.0K | 0.02% | +2,054 | New |
| Integrated Advisors Network LLC | 2,031 | $318.0K | 0.02% | +69+3.5% | Added |
| NuWave Investment Management, LLC | 2,036 | $318.0K | 0.36% | +1,621+390.6% | Added |
| Quantbot Technologies LP | 2,030 | $317.0K | 0.03% | +2,030 | New |
| Sutton Wealth Advisors Inc. | 2,024 | $316.6K | 0.11% | +68+3.5% | Added |
| Burke & Herbert Bank & Trust Co | 2,014 | $315.0K | 0.18% | 00.0% | Unchanged |
| TAP Consulting, LLC | 2,000 | $313.0K | 0.07% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 1,999 | $313.0K | 0.01% | +22+1.1% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,983 | $310.0K | 0.15% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 1,954 | $306.0K | 0.25% | −167−7.9% | Reduced |
| 9258 Wealth Management, LLC | 1,942 | $304.0K | 0.07% | +56+3.0% | Added |
| Basepoint Wealth LLC | 1,938 | $303.2K | 0.30% | +1,938 | New |
| Marco Investment Management LLC | 1,935 | $303.0K | 0.03% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 1,930 | $302.0K | 0.02% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 1,930 | $301.0K | 0.04% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 1,920 | $300.0K | 0.08% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 1,915 | $299.6K | 0.10% | 00.0% | Unchanged |
| Boston Family Office LLC | 1,900 | $297.0K | 0.02% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 1,889 | $296.0K | 0.27% | +1,889 | New |
| McKinley Carter Wealth Services, Inc. | 1,887 | $295.0K | 0.02% | −325−14.7% | Reduced |
| Warther Private Wealth, LLC | 1,896 | $295.0K | 0.22% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 1,875 | $293.0K | 0.02% | +3+0.2% | Added |
| Investors Research Corp | 1,874 | $293.0K | 0.09% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 1,869 | $292.0K | 0.02% | +73+4.1% | Added |
| Stockman Wealth Management, Inc. | 1,862 | $291.0K | 0.06% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 1,858 | $291.0K | 0.07% | 00.0% | Unchanged |
| South State Corp. | 1,863 | $291.0K | 0.02% | +31+1.7% | Added |
| American Trust | 1,855 | $290.0K | 0.02% | +1,855 | New |
| Alps Advisors Inc | 1,847 | $289.0K | 0.00% | −218,153−99.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 1,849 | $289.0K | 0.02% | +28+1.5% | Added |
| Abner Herrman & Brock LLC | 1,850 | $289.0K | 0.04% | +397+27.3% | Added |
| Advisors Management Group Inc | 1,839 | $288.0K | 0.09% | 00.0% | Unchanged |
| Stillwater Investment Management, LLC | 1,839 | $288.0K | 0.07% | +1+0.1% | Added |
| Ridgecrest Wealth Partners, LLC | 1,827 | $286.0K | 0.14% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 1,831 | $286.0K | 0.02% | +1,831 | New |
| Wintrust Investments LLC | 1,816 | $284.0K | 0.03% | +1,816 | New |
| Lido Advisors, LLC | 1,810 | $283.0K | 0.01% | +34+1.9% | Added |
| Fiduciary Group LLC | 1,788 | $280.0K | 0.03% | +110+6.6% | Added |
| Neville Rodie & Shaw Inc | 1,775 | $278.0K | 0.02% | 00.0% | Unchanged |
| D L Carlson Investment Group Inc | 1,777 | $278.0K | 0.04% | 00.0% | Unchanged |
| Great Point Wealth Advisors, LLC | 1,775 | $278.0K | 0.09% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 1,767 | $276.0K | 0.00% | −951−35.0% | Reduced |
| First Farmers & Merchants Bank / Trust | 1,762 | $276.0K | 0.27% | +1,762 | New |
| Aptus Capital Advisors, LLC | 1,760 | $275.0K | 0.01% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 1,754 | $274.0K | 0.06% | +142+8.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,751 | $274.0K | 0.01% | +1,751 | New |
| Schechter Investment Advisors, LLC | 1,753 | $274.0K | 0.02% | +1,753 | New |
| Beacon Investment Advisory Services, Inc. | 1,743 | $273.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,730 | $271.0K | 0.38% | +1,730 | New |
| Leavell Investment Management, Inc. | 1,727 | $270.0K | 0.02% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 1,724 | $270.0K | 0.04% | +93+5.7% | Added |
| United Bank | 1,719 | $269.0K | 0.03% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 1,720 | $269.0K | 0.02% | +60+3.6% | Added |
| Ascent Group, LLC | 1,652 | $269.0K | 0.03% | +1,652 | New |
| Ridgewood Investments LLC | 1,712 | $268.0K | 0.17% | −110−6.0% | Reduced |
| Sageworth Trust Co | 1,713 | $268.0K | 0.02% | +1,713 | New |
| Essex Savings Bank | 1,686 | $264.0K | 0.09% | −37−2.1% | Reduced |
| Van Eck Associates Corp | 1,689 | $264.0K | 0.00% | −54−3.1% | Reduced |
| Thomasville National Bank | 1,688 | $264.0K | 0.03% | −20−1.2% | Reduced |
| Pavion Blue Capital, LLC | 1,688 | $264.0K | 0.15% | 00.0% | Unchanged |
| Destination Wealth Management | 1,685 | $264.0K | 0.01% | +1,685 | New |
| Engine No. 1 LLC | 1,684 | $263.0K | 0.05% | +333+24.6% | Added |
| Robertson Stephens Wealth Management, LLC | 1,682 | $263.0K | 0.02% | +1,682 | New |
| Sandy Spring Bank | 1,661 | $260.0K | 0.01% | +60+3.7% | Added |
| Latitude Advisors, LLC | 1,658 | $259.0K | 0.07% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 1,656 | $259.0K | 0.09% | +81+5.1% | Added |
| Harbor Investment Advisory, LLC | 1,648 | $258.0K | 0.03% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 1,643 | $257.0K | 0.11% | −50−3.0% | Reduced |
| Castleview Partners, LLC | 40,202 | $257.0K | 0.00% | +40,202 | New |