Travelers Companies, Inc.

TRV

Exchange: NYSE
Industry: Fire, Marine & Casualty Insurance
SEC CIK: 0000086312

SEC filings (opens in a new tab)

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, Q1 2022

Institutional positions in Travelers Companies, Inc. as of Mar 31, 2022. 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: 1,277; +66 vs. Q4 2021
Shares held: 197.2M; −2.88M (−1.4%) vs. Q4 2021
Total value: $36.0B; +$4.70B (+15.0%) vs. Q4 2021
New holders: 151; 427 more added
Sold out: 85; 441 more reduced

18 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2022: 1,277 institutions

Value heldQ1 2022: $36.0B

Institutions holding TRV and their total value by quarter
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, Q1 2022

Shares, value and share of portfolio for each institution holding Travelers Companies, Inc.; share changes are against Q4 2021.

Institutions holding TRV in Q1 2022
Institution	Shares	Value	% of portfolio	Change in shares	Action
Plante Moran Financial Advisors, LLC	1	$0	0.00%	−1,195−99.9%	Reduced
NVWM, LLC	1	$0	0.00%	00.0%	Unchanged
AllSquare Wealth Management LLC	1	$0	0.00%	+1	New
CFS Investment Advisory Services, LLC	22,659	$0	0.00%	+22,659	New
WestEnd Advisors, LLC	–	$548	0.00%	–	–
Tanaka Capital Management Inc	6	$1.00K	0.00%	00.0%	Unchanged
Resolute Partners Group	6	$1.00K	0.00%	00.0%	Unchanged
TFC Financial Management	7	$1.00K	0.00%	00.0%	Unchanged
Sittner & Nelson, LLC	8	$1.00K	0.00%	00.0%	Unchanged
GoalVest Advisory LLC	8	$1.00K	0.00%	+8	New
Archer Investment Corp	7	$1.30K	0.00%	00.0%	Unchanged
PFS Partners, LLC	10	$1.83K	0.00%	00.0%	Unchanged
Column Capital Advisors, LLC	12	$2.00K	0.00%	−36−75.0%	Reduced
Howe & Rusling Inc	12	$2.00K	0.00%	00.0%	Unchanged
KB Financial Partners, LLC	12	$2.00K	0.00%	00.0%	Unchanged
Creative Financial Designs Inc	16	$3.00K	0.00%	00.0%	Unchanged
Cordasco Financial Network	19	$3.00K	0.00%	00.0%	Unchanged
Front Row Advisors LLC	18	$3.00K	0.00%	00.0%	Unchanged
Iron Horse Wealth Management, LLC	16	$3.00K	0.00%	00.0%	Unchanged
Worth Asset Management, LLC	16	$3.00K	0.00%	+16	New
Private Ocean, LLC	22	$4.00K	0.00%	00.0%	Unchanged
McCarthy Asset Management, Inc.	21	$4.00K	0.00%	00.0%	Unchanged
GW&K Investment Management, LLC	23	$4.00K	0.00%	+23	New
TD Ameritrade Investment Management, LLC	25	$5.00K	0.00%	−4−13.8%	Reduced
Capital Analysts, LLC	27	$5.00K	0.00%	00.0%	Unchanged
Rockbridge Investment Management, LCC	30	$5.56K	0.00%	00.0%	Unchanged
Ci Investments Inc.	31	$6.00K	0.00%	−509−94.3%	Reduced
Country Trust Bank	33	$6.00K	0.00%	−95−74.2%	Reduced
Cranbrook Wealth Management, LLC	34	$6.00K	0.00%	00.0%	Unchanged
Altshuler Shaham Ltd	33	$6.00K	0.00%	+33	New
Disciplined Investments, LLC	34	$6.00K	0.00%	+34	New
RPg Family Wealth Advisory, LLC	33	$6.03K	0.00%	+33	New
Dark Forest Capital Management LP	41	$7.00K	0.00%	−11−21.2%	Reduced
Kozak & Associates, Inc.	43	$7.00K	0.00%	00.0%	Unchanged
NewSquare Capital LLC	41	$7.00K	0.00%	00.0%	Unchanged
SRS Capital Advisors, Inc.	39	$7.00K	0.00%	00.0%	Unchanged
Center for Financial Planning, Inc.	41	$7.00K	0.00%	00.0%	Unchanged
Schubert & Co	36	$7.00K	0.01%	+9+33.3%	Added
Hazlett, Burt & Watson, Inc.	40	$7.00K	0.01%	+40	New
Versant Capital Management, Inc	43	$8.00K	0.00%	00.0%	Unchanged
Walleye Trading LLC	48	$9.00K	0.00%	−2,428−98.1%	Reduced
Mizuho Securities Co. Ltd.	49	$9.00K	0.00%	−1−2.0%	Reduced
First Personal Financial Services	50	$9.00K	0.00%	00.0%	Unchanged
Beacon Capital Management, LLC	48	$9.00K	0.00%	+48	New
McClarren Financial Advisors, Inc.	58	$10.0K	0.01%	−1−1.7%	Reduced
Ogorek Anthony Joseph	60	$10.0K	0.00%	00.0%	Unchanged
Benson Investment Management Company, Inc.	56	$10.0K	0.01%	00.0%	Unchanged
Curi Capital	54	$10.0K	0.00%	00.0%	Unchanged
Sound Income Strategies, LLC	56	$10.0K	0.00%	+16+40.0%	Added
Northwest Investment Counselors, LLC	57	$10.0K	0.00%	+57	New
Smith Group Asset Management, LLC	60	$11.0K	0.00%	00.0%	Unchanged
Rise Advisors, LLC	60	$11.0K	0.01%	00.0%	Unchanged
Cordant, Inc.	60	$11.0K	0.01%	+60	New
North Star Investment Management Corp.	66	$12.0K	0.00%	−19−22.4%	Reduced
Laurel Wealth Planning LLC	68	$12.0K	0.01%	00.0%	Unchanged
Carolinas Wealth Consulting LLC	66	$12.0K	0.00%	+1+1.5%	Added
Freedman Financial Associates, Inc.	64	$12.0K	0.01%	00.0%	Unchanged
Goodwin Investment Advisory	64	$12.0K	0.01%	+64	New
Clear Perspectives Financial Planning, LLC	70	$13.0K	0.00%	00.0%	Unchanged
Bedel Financial Consulting, Inc.	75	$14.0K	0.00%	−57−43.2%	Reduced
Albion Financial Group	76	$14.0K	0.00%	00.0%	Unchanged
Highlander Capital Management, LLC	75	$14.0K	0.01%	00.0%	Unchanged
First Bank & Trust	75	$14.0K	0.00%	00.0%	Unchanged
Coastal Capital Group, Inc.	77	$14.0K	0.00%	00.0%	Unchanged
Norway Savings Bank	83	$15.0K	0.01%	00.0%	Unchanged
Massmutual Trust Co FSB	83	$15.0K	0.00%	+26+45.6%	Added
Toth Financial Advisory Corp	85	$16.0K	0.00%	00.0%	Unchanged
Financial Management Professionals, Inc.	94	$17.0K	0.00%	+41+77.4%	Added
Motco	100	$18.0K	0.00%	00.0%	Unchanged
Karlinski Andrew C	100	$18.0K	0.03%	+100	New
Tucker Asset Management LLC	100	$18.3K	0.01%	00.0%	Unchanged
Burleson & Company, LLC	106	$19.0K	0.00%	00.0%	Unchanged
Tradewinds Capital Management, LLC	112	$20.0K	0.00%	00.0%	Unchanged
Capital Advisors, Ltd. LLC	115	$21.0K	0.00%	+3+2.7%	Added
High Net Worth Advisory Group LLC	117	$21.0K	0.01%	00.0%	Unchanged
Bogart Wealth, LLC	119	$22.0K	0.00%	00.0%	Unchanged
Global Wealth Management Investment Advisory, Inc.	120	$22.0K	0.01%	00.0%	Unchanged
MCF Advisors LLC	122	$22.0K	0.00%	+122	New
Simon Quick Advisors, LLC	127	$23.0K	0.01%	−18−12.4%	Reduced
Cribstone Capital Management, LLC	125	$23.0K	0.01%	−5−3.8%	Reduced
Larson Financial Group LLC	123	$23.0K	0.00%	00.0%	Unchanged
West Branch Capital LLC	125	$23.0K	0.01%	+75+150.0%	Added
SOA Wealth Advisors, LLC.	132	$24.0K	0.01%	00.0%	Unchanged
Laurel Wealth Advisors LLC	138	$25.0K	0.01%	00.0%	Unchanged
SJS Investment Consulting Inc.	139	$25.0K	0.01%	+6+4.5%	Added
Raffa Wealth Management, LLC	137	$25.0K	0.01%	−25−15.4%	Reduced
Trust Co	144	$26.0K	0.01%	00.0%	Unchanged
Carmichael Hill & Associates, Inc.	144	$26.0K	0.01%	00.0%	Unchanged
Hudock, Inc.	143	$26.0K	0.01%	00.0%	Unchanged
Dixon Hughes Goodman Wealth Advisors LLC	140	$26.0K	0.01%	+1+0.7%	Added
Birch Capital Management, LLC	150	$27.0K	0.02%	00.0%	Unchanged
RWM Asset Management, LLC	150	$27.0K	0.01%	00.0%	Unchanged
Riggs Asset Managment Co. Inc.	148	$27.0K	0.01%	+33+28.7%	Added
Arlington Partners LLC	152	$28.0K	0.01%	−23−13.1%	Reduced
US Asset Management LLC	155	$28.0K	0.03%	+155	New
Interactive Financial Advisors	158	$29.0K	0.01%	00.0%	Unchanged
Wellington Shields Capital Management, LLC	164	$30.0K	0.00%	−4,000−96.1%	Reduced
EverSource Wealth Advisors, LLC	166	$30.0K	0.01%	+13+8.5%	Added
Loomis Sayles & Co L P	167	$31.0K	0.00%	−4−2.3%	Reduced
Institutional & Family Asset Management, LLC	176	$32.0K	0.01%	−22−11.1%	Reduced