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 |
|---|---|---|---|---|---|
| Old Mission Investment Co LLC | 1,313 | $239.9K | 0.09% | +1,313 | New |
| Cornell Pochily Investment Advisors, Inc. | 1,314 | $240.0K | 0.09% | −25−1.9% | Reduced |
| Krilogy Financial LLC | 1,311 | $240.0K | 0.02% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 1,320 | $241.0K | 0.29% | 00.0% | Unchanged |
| Frontier Wealth Management LLC | 1,304 | $241.0K | 0.00% | +1,304 | New |
| Charter Trust Co | 1,327 | $242.0K | 0.02% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 1,322 | $242.0K | 0.11% | 00.0% | Unchanged |
| Verition Fund Management LLC | 1,328 | $243.0K | 0.00% | −6,048−82.0% | Reduced |
| Cypress Capital Management LLC | 1,338 | $244.0K | 0.03% | −100−7.0% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 1,336 | $244.0K | 0.11% | +5+0.4% | Added |
| David Loasby | 1,318 | $244.0K | 0.03% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 1,333 | $244.0K | 0.00% | +1,333 | New |
| Personal Capital Advisors Corp | 1,346 | $246.0K | 0.00% | −241−15.2% | Reduced |
| Paragon Capital Management Ltd | 1,344 | $246.0K | 0.05% | +44+3.4% | Added |
| NorthRock Partners, LLC | 1,346 | $246.0K | 0.02% | +1,346 | New |
| Csenge Advisory Group | 1,349 | $246.0K | 0.02% | +1,349 | New |
| RMB Capital Management, LLC | 1,352 | $247.0K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 1,350 | $247.0K | 0.04% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,356 | $248.0K | 0.05% | +27+2.0% | Added |
| BOK Financial Private Wealth, Inc. | 1,357 | $248.0K | 0.02% | +1,357 | New |
| Good Life Advisors, LLC | 1,362 | $249.0K | 0.03% | −50−3.5% | Reduced |
| Henrickson Nauta Wealth Advisors, Inc. | 1,370 | $250.0K | 0.21% | 00.0% | Unchanged |
| Old Port Advisors | 1,363 | $252.0K | 0.09% | −74−5.1% | Reduced |
| Golden State Equity Partners | 1,398 | $255.0K | 0.13% | −27−1.9% | Reduced |
| Dudley & Shanley, Inc. | 1,400 | $256.0K | 0.05% | −5,000−78.1% | Reduced |
| Manchester Capital Management LLC | 1,402 | $256.0K | 0.04% | 00.0% | Unchanged |
| Eagle Ridge Investment Management | 1,401 | $256.0K | 0.03% | 00.0% | Unchanged |
| Fractal Investments LLC | 1,400 | $256.0K | 0.08% | +1,400 | New |
| Alps Advisors Inc | 1,406 | $257.0K | 0.00% | −441−23.9% | Reduced |
| Farmers Trust Co | 1,408 | $257.0K | 0.06% | 00.0% | Unchanged |
| M&G Investment Management Ltd | 1,409 | $258.0K | 0.00% | −134,344−99.0% | Reduced |
| Castle Rock Wealth Management, LLC | 1,464 | $258.0K | 0.12% | +1,464 | New |
| First Nebraska Trust Co | 1,415 | $258.6K | 0.03% | −31−2.1% | Reduced |
| Douglas Lane & Associates, LLC | 1,419 | $259.0K | 0.00% | +25+1.8% | Added |
| New England Asset Management Inc | 1,424 | $260.0K | 0.00% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 1,424 | $260.0K | 0.02% | +1,424 | New |
| Santori & Peters | 1,440 | $263.0K | 0.15% | +1+0.1% | Added |
| Camden Capital, LLC | 1,438 | $263.0K | 0.06% | +1,438 | New |
| Spinnaker Trust | 1,445 | $264.0K | 0.02% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 1,425 | $264.0K | 0.01% | +1,425 | New |
| Calamos Wealth Management LLC | 1,450 | $265.0K | 0.02% | +1,450 | New |
| United Asset Strategies, Inc. | 1,452 | $265.0K | 0.03% | +1,452 | New |
| Leavell Investment Management, Inc. | 1,460 | $267.0K | 0.02% | −267−15.5% | Reduced |
| Marino, Stram & Associates LLC | 1,459 | $267.0K | 0.08% | 00.0% | Unchanged |
| Sippican Capital Advisors | 1,475 | $270.0K | 0.22% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 1,478 | $270.0K | 0.02% | +1+0.1% | Added |
| BBR Partners, LLC | 1,486 | $272.0K | 0.03% | +1,486 | New |
| Zeke Capital Advisors, LLC | 1,490 | $272.0K | 0.01% | +1,490 | New |
| All Terrain Financial Advisors, LLC | 1,495 | $273.0K | 0.12% | 00.0% | Unchanged |
| Boston Family Office LLC | 1,500 | $274.0K | 0.02% | −400−21.1% | Reduced |
| Tiemann Investment Advisors, LLC | 1,500 | $274.0K | 0.13% | −143−8.7% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 1,500 | $274.0K | 0.02% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 1,507 | $275.0K | 0.02% | −68−4.3% | Reduced |
| Anchor Investment Management, LLC | 1,510 | $275.9K | 0.03% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 1,522 | $278.0K | 0.15% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 1,523 | $278.0K | 0.01% | +5+0.3% | Added |
| Windsor Capital Management, LLC | 1,522 | $278.0K | 0.09% | +109+7.7% | Added |
| Eagle Harbor Asset Management Inc | 1,522 | $278.1K | 0.36% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 1,525 | $279.0K | 0.01% | −1,059−41.0% | Reduced |
| Wellington Shields & Co., LLC | 1,526 | $279.0K | 0.09% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 1,525 | $279.0K | 0.01% | +29+1.9% | Added |
| Prime Capital Investment Advisors, LLC | 1,794 | $281.0K | 0.02% | −55−3.0% | Reduced |
| Heritage Wealth Advisors | 1,536 | $281.0K | 0.02% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 1,545 | $281.0K | 0.08% | +1,545 | New |
| Schmidt P J Investment Management Inc | 1,650 | $282.0K | 0.06% | −3,505−68.0% | Reduced |
| Bickling Financial Services, Inc. | 1,543 | $282.0K | 0.14% | +3+0.2% | Added |
| MJP Associates Inc | 1,557 | $284.0K | 0.07% | +1,557 | New |
| Fairhaven Wealth Management, LLC | 1,560 | $285.0K | 0.12% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 52,078 | $285.0K | 0.01% | +52,078 | New |
| United Bank | 1,572 | $287.0K | 0.04% | −147−8.6% | Reduced |
| Wade G W & Inc | 1,573 | $287.0K | 0.01% | +1+0.1% | Added |
| Brendel Financial Advisors LLC | 1,570 | $287.0K | 0.16% | 00.0% | Unchanged |
| Randolph Co Inc | 1,577 | $288.0K | 0.04% | 00.0% | Unchanged |
| Somerville Kurt F | 1,575 | $288.0K | 0.05% | 00.0% | Unchanged |
| Sloy Dahl & Holst, LLC | 1,574 | $288.0K | 0.05% | 00.0% | Unchanged |
| Shelton Capital Management | 1,583 | $289.0K | 0.01% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 1,586 | $290.0K | 0.03% | +22+1.4% | Added |
| Budros, Ruhlin & Roe, Inc. | 1,591 | $291.0K | 0.03% | +1,591 | New |
| Proficio Capital Partners LLC | 1,594 | $291.0K | 0.04% | +1,594 | New |
| Relaxing Retirement Coach | 1,600 | $292.0K | 0.15% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,610 | $295.0K | 0.01% | −550−25.5% | Reduced |
| Delta Asset Management LLC | 1,619 | $296.0K | 0.03% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,626 | $297.0K | 0.04% | −22−1.3% | Reduced |
| Renaissance Group LLC | 1,626 | $297.0K | 0.01% | 00.0% | Unchanged |
| Wealth Effects LLC | 1,629 | $298.0K | 0.14% | +1+0.1% | Added |
| Flagship Harbor Advisors, LLC | 1,638 | $299.0K | 0.03% | −770−32.0% | Reduced |
| 9258 Wealth Management, LLC | 1,648 | $301.0K | 0.07% | −294−15.1% | Reduced |
| Transcend Wealth Collective, LLC | 1,658 | $303.0K | 0.03% | +361+27.8% | Added |
| Robertson Stephens Wealth Management, LLC | 1,666 | $304.0K | 0.03% | −16−1.0% | Reduced |
| Sandy Spring Bank | 1,661 | $304.0K | 0.02% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 1,663 | $304.0K | 0.00% | +1,663 | New |
| Thomasville National Bank | 1,670 | $305.0K | 0.03% | −18−1.1% | Reduced |
| Clearstead Advisors, LLC | 1,675 | $306.0K | 0.02% | +158+10.4% | Added |
| Fiduciary Group LLC | 1,788 | $308.0K | 0.04% | 00.0% | Unchanged |
| Essex Savings Bank | 1,686 | $308.0K | 0.10% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 1,688 | $308.0K | 0.18% | 00.0% | Unchanged |
| Destination Wealth Management | 1,699 | $310.0K | 0.01% | +14+0.8% | Added |
| Lido Advisors, LLC | 1,702 | $311.0K | 0.01% | −108−6.0% | Reduced |
| Cobblestone Capital Advisors LLC | 1,713 | $313.0K | 0.02% | −500−22.6% | Reduced |
| Orion Portfolio Solutions, LLC | 1,714 | $313.0K | 0.01% | −285−14.3% | Reduced |