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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hexagon Capital Partners LLC | 173 | $32.0K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 175 | $32.0K | 0.02% | +175 | New |
| Westside Investment Management, Inc. | 183 | $33.0K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 179 | $33.0K | 0.02% | 00.0% | Unchanged |
| Kings Point Capital Management | 180 | $33.0K | 0.00% | +68+60.7% | Added |
| Addison Advisors LLC | 181 | $33.0K | 0.02% | +135+293.5% | Added |
| Cedar Mountain Advisors, LLC | 185 | $34.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 188 | $34.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 187 | $34.0K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 194 | $35.0K | 0.03% | +194 | New |
| Herold Advisors, Inc. | 200 | $36.5K | 0.01% | +200 | New |
| Princeton Global Asset Management LLC | 202 | $37.0K | 0.01% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 200 | $37.0K | 0.02% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 200 | $37.0K | 0.03% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 209 | $38.0K | 0.01% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 215 | $39.0K | 0.02% | −878−80.3% | Reduced |
| Gould Capital, LLC | 211 | $39.0K | 0.03% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 221 | $40.0K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 217 | $40.0K | 0.00% | +217 | New |
| Sit Investment Associates Inc | 226 | $41.0K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 222 | $41.0K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 231 | $42.0K | 0.02% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 230 | $42.0K | 0.01% | +230 | New |
| Johnson Financial Group, Inc. | 236 | $43.0K | 0.00% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 4,352 | $43.0K | 0.04% | +4,281+6,029.6% | Added |
| Thompson Siegel & Walmsley LLC | 242 | $44.0K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 248 | $45.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 248 | $45.0K | 0.00% | +242+4,033.3% | Added |
| Ellevest, Inc. | 252 | $46.0K | 0.00% | +9+3.7% | Added |
| Bourgeon Capital Management LLC | 256 | $47.0K | 0.01% | +1+0.4% | Added |
| Crewe Advisors LLC | 257 | $47.0K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 260 | $47.5K | 0.01% | +34+15.0% | Added |
| Piscataqua Savings Bank | 260 | $48.0K | 0.03% | −100−27.8% | Reduced |
| Ahrens Investment Partners LLC | 261 | $48.0K | 0.02% | 00.0% | Unchanged |
| Vestor Capital, LLC | 275 | $50.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 276 | $50.0K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 279 | $51.0K | 0.01% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 278 | $51.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 290 | $53.0K | 0.02% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 296 | $54.0K | 0.07% | −1,740−85.5% | Reduced |
| TCTC Holdings, LLC | 298 | $54.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 297 | $54.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 300 | $55.0K | 0.02% | +300 | New |
| West Paces Advisors Inc. | 304 | $55.5K | 0.02% | +22+7.8% | Added |
| Norwood Financial Corp | 310 | $57.0K | 0.08% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 314 | $58.0K | 0.05% | −889−73.9% | Reduced |
| Washington Trust Advisors, Inc. | 320 | $59.0K | 0.00% | +1+0.3% | Added |
| Core Alternative Capital | 335 | $61.0K | 0.02% | +326+3,622.2% | Added |
| Central Bank & Trust Co | 340 | $62.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 348 | $64.0K | 0.00% | +200+135.1% | Added |
| RE Dickinson Investment Advisors, LLC | 355 | $65.0K | 0.04% | +30+9.2% | Added |
| Cutler Group LP | 360 | $65.0K | 0.01% | +360 | New |
| First Financial Corp | 381 | $70.0K | 0.04% | −50−11.6% | Reduced |
| Lee Financial Co | 382 | $70.0K | 0.01% | −17−4.3% | Reduced |
| Gemmer Asset Management LLC | 386 | $70.0K | 0.01% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 382 | $70.0K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 394 | $71.0K | 0.04% | −39,808−99.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 389 | $71.0K | 0.02% | +74+23.5% | Added |
| Patriot Financial Group Insurance Agency, LLC | 393 | $72.0K | 0.01% | −275−41.2% | Reduced |
| Tarbox Family Office, Inc. | 402 | $73.0K | 0.01% | −112−21.8% | Reduced |
| Accel Wealth Management | 404 | $75.0K | 0.04% | −100−19.8% | Reduced |
| Clearview Wealth Advisors LLC | 441 | $81.0K | 0.05% | +2+0.5% | Added |
| Brown Brothers Harriman & Co | 446 | $81.0K | 0.00% | +260+139.8% | Added |
| IMA Wealth, Inc. | 451 | $82.0K | 0.02% | 00.0% | Unchanged |
| AIA Group Ltd | 448 | $82.0K | 0.00% | +212+89.8% | Added |
| Peoples Financial Services Corp. | 459 | $84.0K | 0.04% | −150−24.6% | Reduced |
| First Command Financial Services, Inc. | 466 | $85.0K | 0.01% | −1−0.2% | Reduced |
| First Command Bank | 466 | $85.0K | 0.01% | −1−0.2% | Reduced |
| Prestige Wealth Management Group LLC | 474 | $86.0K | 0.02% | +7+1.5% | Added |
| Fortitude Advisory Group L.L.C. | 469 | $86.0K | 0.05% | +1+0.2% | Added |
| Gradient Investments LLC | 471 | $86.0K | 0.00% | +13+2.8% | Added |
| Duncker Streett & Co Inc | 478 | $87.0K | 0.02% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 478 | $87.0K | 0.01% | +1+0.2% | Added |
| Tyler-Stone Wealth Management | 484 | $88.0K | 0.05% | −18−3.6% | Reduced |
| Conrad Siegel Investment Advisors, Inc. | 500 | $91.0K | 0.08% | +500 | New |
| Citizens National Bank Trust Department | 550 | $94.0K | 0.04% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 515 | $94.0K | 0.10% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 528 | $96.0K | 0.02% | −1,022−65.9% | Reduced |
| HHM Wealth Advisors, LLC | 526 | $96.0K | 0.02% | −2−0.4% | Reduced |
| Evoke Wealth, LLC | 538 | $98.0K | 0.00% | −2,837−84.1% | Reduced |
| O'Dell Group, LLC | 539 | $98.0K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 563 | $98.0K | 0.01% | +563 | New |
| PYA Waltman Capital, LLC | 548 | $100.0K | 0.05% | +489+828.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 563 | $102.0K | 0.01% | +1+0.2% | Added |
| Jackson, Grant Investment Advisers, Inc. | 580 | $106.0K | 0.04% | +580 | New |
| Endurance Wealth Management, Inc. | 596 | $109.0K | 0.01% | −500−45.6% | Reduced |
| Bray Capital Advisors | 596 | $109.0K | 0.03% | 00.0% | Unchanged |
| TCWP LLC | 599 | $109.0K | 0.02% | +599 | New |
| Salem Investment Counselors Inc | 601 | $110.0K | 0.00% | −47−7.3% | Reduced |
| Baystate Wealth Management LLC | 612 | $112.0K | 0.01% | +2+0.3% | Added |
| Dougherty Wealth Advisers LLC | 628 | $115.0K | 0.17% | 00.0% | Unchanged |
| Glassman Wealth Services | 632 | $115.0K | 0.02% | +42+7.1% | Added |
| Annapolis Financial Services, LLC | 638 | $117.0K | 0.04% | +300+88.8% | Added |
| Monetary Management Group Inc | 650 | $119.0K | 0.03% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 648 | $120.0K | 0.02% | +16+2.5% | Added |
| City Holding Co | 664 | $121.0K | 0.02% | 00.0% | Unchanged |
| Adirondack Trust Co | 680 | $124.0K | 0.06% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 700 | $128.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 725 | $132.0K | 0.03% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 739 | $135.0K | 0.03% | 00.0% | Unchanged |