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 |
|---|---|---|---|---|---|
| Fukoku Mutual Life Insurance Co | 1,720 | $314.0K | 0.02% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,720 | $314.0K | 0.09% | +1,720 | New |
| Main Street Financial Solutions, LLC | 1,724 | $315.0K | 0.05% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 1,724 | $315.0K | 0.18% | +149+9.5% | Added |
| IFP Advisors, Inc | 3,269 | $315.0K | 0.00% | +2,403+277.5% | Added |
| Peak Asset Management, LLC | 1,728 | $316.0K | 0.07% | −130−7.0% | Reduced |
| American Trust | 1,728 | $316.0K | 0.02% | −127−6.8% | Reduced |
| D L Carlson Investment Group Inc | 1,730 | $316.0K | 0.05% | −47−2.6% | Reduced |
| First Farmers & Merchants Bank / Trust | 1,737 | $317.0K | 0.34% | −25−1.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,741 | $318.0K | 0.02% | −10−0.6% | Reduced |
| Burke & Herbert Bank & Trust Co | 1,746 | $319.0K | 0.20% | −268−13.3% | Reduced |
| Aptus Capital Advisors, LLC | 1,762 | $322.0K | 0.01% | +2+0.1% | Added |
| Level Four Advisory Services, LLC | 1,772 | $324.0K | 0.03% | −348−16.4% | Reduced |
| Great Point Wealth Advisors, LLC | 1,775 | $324.0K | 0.10% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 1,772 | $324.0K | 0.07% | +18+1.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 1,779 | $325.0K | 0.07% | −2,322−56.6% | Reduced |
| McKinley Carter Wealth Services, Inc. | 1,793 | $328.0K | 0.03% | −94−5.0% | Reduced |
| Neville Rodie & Shaw Inc | 1,775 | $329.0K | 0.02% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,814 | $332.0K | 0.14% | +1,751+2,779.4% | Added |
| Gryphon Financial Partners LLC | 1,822 | $333.0K | 0.07% | −300−14.1% | Reduced |
| Advisors Management Group Inc | 1,839 | $336.0K | 0.11% | 00.0% | Unchanged |
| Stillwater Investment Management, LLC | 1,839 | $336.0K | 0.08% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 1,843 | $336.8K | 0.31% | −95−4.9% | Reduced |
| Evergreen Wealth Solutions, LLC | 1,845 | $337.0K | 0.33% | −44−2.3% | Reduced |
| Van Eck Associates Corp | 1,843 | $337.0K | 0.00% | +154+9.1% | Added |
| South State Corp. | 1,863 | $340.0K | 0.03% | 00.0% | Unchanged |
| Athena Investment Management | 1,868 | $340.0K | 0.26% | +1,868 | New |
| Two Sigma Securities, LLC | 1,869 | $342.0K | 0.05% | +1,869 | New |
| MKT Advisors LLC | 1,994 | $343.0K | 0.26% | +4+0.2% | Added |
| Mountain Pacific Investment Advisers Inc | 1,885 | $344.0K | 0.02% | −45−2.3% | Reduced |
| Sentry Investment Management LLC | 1,889 | $345.0K | 0.11% | −318−14.4% | Reduced |
| Investors Research Corp | 1,887 | $345.0K | 0.10% | +13+0.7% | Added |
| Stockman Wealth Management, Inc. | 1,897 | $347.0K | 0.07% | +35+1.9% | Added |
| Covestor Ltd | 1,898 | $347.0K | 0.24% | +168+9.7% | Added |
| Whalerock Point Partners, LLC | 1,915 | $349.9K | 0.12% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 1,914 | $350.0K | 0.03% | +161+9.2% | Added |
| Mechanics Bank Trust Department | 1,930 | $352.0K | 0.05% | 00.0% | Unchanged |
| Marco Investment Management LLC | 1,935 | $354.0K | 0.04% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 1,955 | $357.0K | 0.06% | −531−21.4% | Reduced |
| Defined Wealth Management, LLC | 1,954 | $357.0K | 0.31% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 1,975 | $360.0K | 0.01% | +1,348+215.0% | Added |
| Altfest L J & Co Inc | 1,975 | $361.0K | 0.06% | −185−8.6% | Reduced |
| Wintrust Investments LLC | 1,976 | $361.0K | 0.03% | +160+8.8% | Added |
| Integrated Advisors Network LLC | 1,979 | $362.0K | 0.02% | −52−2.6% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,983 | $362.0K | 0.18% | 00.0% | Unchanged |
| Vicus Capital | 1,980 | $362.0K | 0.04% | +1,980 | New |
| Sutton Wealth Advisors Inc. | 1,985 | $362.7K | 0.12% | −39−1.9% | Reduced |
| TAP Consulting, LLC | 2,000 | $365.0K | 0.10% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 2,002 | $366.0K | 0.02% | −846−29.7% | Reduced |
| Fund Management at Engine No. 1 LLC | 2,041 | $373.0K | 0.09% | +2,041 | New |
| Mayfair Advisory Group, LLC | 2,017 | $374.0K | 0.48% | −802−28.4% | Reduced |
| Boit C F David | 2,400 | $375.0K | 0.25% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 2,065 | $377.0K | 0.06% | −150−6.8% | Reduced |
| Veracity Capital LLC | 2,064 | $377.0K | 0.16% | +2,064 | New |
| Keystone Financial Group | 2,074 | $379.0K | 0.06% | −50−2.4% | Reduced |
| Ridgecrest Wealth Partners, LLC | 2,077 | $380.0K | 0.24% | +250+13.7% | Added |
| Johnson Investment Counsel Inc | 2,083 | $381.0K | 0.00% | −125−5.7% | Reduced |
| Dohj, LLC | 2,110 | $386.0K | 0.19% | −1,335−38.8% | Reduced |
| Smith, Moore & Co. | 2,125 | $388.0K | 0.05% | 00.0% | Unchanged |
| Valley Brook Capital Group | 2,127 | $388.0K | 0.33% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 2,128 | $389.0K | 0.09% | −1,050−33.0% | Reduced |
| Arcus Capital Partners, LLC | 2,129 | $389.0K | 0.14% | −197−8.5% | Reduced |
| Davis R M Inc | 2,137 | $390.0K | 0.01% | −261−10.9% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 2,277 | $391.0K | 0.02% | +9+0.4% | Added |
| Jarislowsky, Fraser Ltd | 2,140 | $391.0K | 0.00% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 2,152 | $393.0K | 0.04% | −208−8.8% | Reduced |
| Grimes & Company, Inc. | 2,170 | $396.0K | 0.02% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 2,171 | $397.0K | 0.02% | 00.0% | Unchanged |
| Appleton Partners Inc | 2,191 | $400.0K | 0.03% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 2,191 | $400.0K | 0.06% | 00.0% | Unchanged |
| Doyle Wealth Management | 2,187 | $400.0K | 0.03% | +36+1.7% | Added |
| Intercontinental Wealth Advisors, LLC | 2,197 | $401.0K | 0.09% | 00.0% | Unchanged |
| Clarius Group, LLC | 2,568 | $402.0K | 0.03% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 2,200 | $402.0K | 0.03% | 00.0% | Unchanged |
| WFA Asset Management Corp | 2,208 | $403.5K | 0.26% | +12+0.5% | Added |
| ForthRight Wealth Management, LLC | 2,214 | $405.0K | 0.21% | −50−2.2% | Reduced |
| Green Square Capital Advisors LLC | 2,217 | $405.0K | 0.06% | 00.0% | Unchanged |
| Oberweis Asset Management Inc | 2,220 | $406.0K | 0.08% | +2+0.1% | Added |
| Stock Yards Bank & Trust Co | 2,235 | $408.0K | 0.02% | 00.0% | Unchanged |
| First National Corp | 2,241 | $409.0K | 0.09% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 2,206 | $409.0K | 0.27% | +310+16.4% | Added |
| Kestra Private Wealth Services, LLC | 2,259 | $413.0K | 0.02% | −16−0.7% | Reduced |
| Salvus Wealth Management, LLC | 2,269 | $415.0K | 0.32% | +85+3.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,289 | $418.0K | 0.03% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 2,290 | $418.0K | 0.02% | +2,290 | New |
| Mendel Money Management | 2,295 | $419.0K | 0.20% | +2,295 | New |
| Summit Global Investments | 2,296 | $420.0K | 0.03% | −7,904−77.5% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 2,300 | $420.0K | 0.16% | 00.0% | Unchanged |
| First National Bank of South Miami | 2,310 | $422.0K | 0.26% | −35−1.5% | Reduced |
| Modera Wealth Management, LLC | 2,335 | $427.0K | 0.02% | −4,148−64.0% | Reduced |
| TCI Wealth Advisors, Inc. | 2,349 | $429.0K | 0.06% | +44+1.9% | Added |
| CWA Asset Management Group, LLC | 2,358 | $431.0K | 0.03% | +483+25.8% | Added |
| Tokio Marine Asset Management Co Ltd | 2,357 | $431.0K | 0.03% | +488+26.1% | Added |
| Sawtooth Solutions, LLC | 2,365 | $432.0K | 0.05% | −2,419−50.6% | Reduced |
| Lindbrook Capital, LLC | 2,383 | $435.0K | 0.07% | +68+2.9% | Added |
| Harbour Capital Advisors, LLC | 2,390 | $437.0K | 0.12% | 00.0% | Unchanged |
| New Potomac Partners, LLC | 2,395 | $438.0K | 0.31% | −970−28.8% | Reduced |
| Assetmark, Inc | 2,416 | $441.0K | 0.00% | −100−4.0% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 2,427 | $444.0K | 0.12% | −237−8.9% | Reduced |
| Fayez Sarofim & Co | 2,435 | $445.0K | 0.00% | −75−3.0% | Reduced |