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 |
|---|---|---|---|---|---|
| SeaCrest Wealth Management, LLC | 2,448 | $447.0K | 0.05% | −74−2.9% | Reduced |
| Foundation Resource Management Inc | 2,448 | $447.0K | 0.07% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 2,455 | $449.0K | 0.00% | −218−8.2% | Reduced |
| ARGI Investment Services, LLC | 2,456 | $449.0K | 0.01% | +3+0.1% | Added |
| Mirabella Financial Services LLP | 2,457 | $449.0K | 0.05% | +2,457 | New |
| River Wealth Advisors LLC | 2,465 | $450.0K | 0.07% | −23−0.9% | Reduced |
| Alhambra Investment Partners LLC | 2,475 | $452.0K | 0.30% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 2,487 | $454.0K | 0.10% | +829+50.0% | Added |
| Edge Capital Group, LLC | 2,491 | $455.0K | 0.03% | +9+0.4% | Added |
| Balasa Dinverno & Foltz LLC | 2,496 | $456.0K | 0.03% | +157+6.7% | Added |
| Donaldson Capital Management, LLC | 2,503 | $457.0K | 0.02% | −61−2.4% | Reduced |
| Trust Asset Management LLC | 2,502 | $457.0K | 0.06% | +44+1.8% | Added |
| CTC Capital Management, LLC | 2,500 | $457.0K | 1.23% | +2,500 | New |
| International Assets Investment Management, LLC | 2,521 | $461.0K | 0.08% | +2,521 | New |
| Moody Lynn & Lieberson, LLC | 2,527 | $462.0K | 0.03% | +50+2.0% | Added |
| Laurel Wealth Advisors, Inc. | 2,535 | $463.0K | 0.04% | −65−2.5% | Reduced |
| Gibraltar Capital Management, Inc. | 2,539 | $464.0K | 0.19% | +2,539 | New |
| Steward Financial Group LLC | 2,570 | $469.0K | 0.42% | +11+0.4% | Added |
| Wedbush Securities Inc | 2,605 | $476.0K | 0.02% | +26+1.0% | Added |
| Courier Capital LLC | 2,618 | $478.0K | 0.05% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 2,621 | $479.0K | 0.11% | −10.0% | Reduced |
| Gotham Asset Management, LLC | 2,631 | $481.0K | 0.01% | +1,028+64.1% | Added |
| Associated Banc-Corp | 2,642 | $483.0K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 2,670 | $488.0K | 0.06% | −6−0.2% | Reduced |
| Searle & Co. | 2,673 | $488.0K | 0.18% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 2,668 | $488.0K | 0.29% | +426+19.0% | Added |
| Crestwood Advisors Group LLC | 2,684 | $490.0K | 0.01% | −6,194−69.8% | Reduced |
| Cozad Asset Management Inc | 2,689 | $491.0K | 0.07% | +1,622+152.0% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 2,691 | $492.0K | 0.07% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 2,700 | $493.0K | 0.14% | −100−3.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,699 | $493.0K | 0.04% | +16+0.6% | Added |
| Coldstream Capital Management Inc | 2,713 | $496.0K | 0.02% | −516−16.0% | Reduced |
| Equitable Holdings, Inc. | 2,717 | $496.0K | 0.01% | +50+1.9% | Added |
| Old Mission Capital LLC | 2,760 | $504.0K | 0.01% | +2,760 | New |
| HighMark Wealth Management LLC | 2,823 | $516.0K | 0.35% | +14+0.5% | Added |
| Great Diamond Partners, LLC | 2,834 | $517.0K | 0.14% | +2+0.1% | Added |
| Girard Partners Ltd. | 2,830 | $517.0K | 0.06% | +179+6.8% | Added |
| Karpas Strategies, LLC | 2,840 | $519.0K | 0.16% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 2,847 | $520.0K | 0.02% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 2,862 | $522.0K | 0.03% | +53+1.9% | Added |
| Ledyard National Bank | 2,880 | $526.0K | 0.05% | −78−2.6% | Reduced |
| Marcum Wealth, LLC | 2,885 | $527.0K | 0.07% | +52+1.8% | Added |
| City State Bank | 2,887 | $528.0K | 0.32% | −100−3.3% | Reduced |
| Stiles Financial Services Inc | 2,890 | $528.0K | 0.26% | +159+5.8% | Added |
| Sky Investment Group LLC | 2,897 | $529.0K | 0.11% | −755−20.7% | Reduced |
| Lewis Capital Management, LLC | 2,899 | $530.0K | 0.60% | 00.0% | Unchanged |
| Ascent Group, LLC | 2,899 | $530.0K | 0.06% | +1,247+75.5% | Added |
| American Portfolios Advisors | 2,944 | $537.9K | 0.02% | −658−18.3% | Reduced |
| Equitable Trust Co | 2,942 | $538.0K | 0.03% | 00.0% | Unchanged |
| Mark Stevens | 2,953 | $540.0K | 0.06% | 00.0% | Unchanged |
| Bank of New Hampshire | 2,963 | $541.0K | 0.13% | +25+0.9% | Added |
| Engineers Gate Manager LP | 2,973 | $543.0K | 0.02% | −17,615−85.6% | Reduced |
| Carlson Capital Management | 2,972 | $543.0K | 0.05% | −46−1.5% | Reduced |
| Quadrant Capital Group LLC | 2,968 | $543.0K | 0.07% | +129+4.5% | Added |
| Graypoint LLC | 2,974 | $543.0K | 0.05% | +1,594+115.5% | Added |
| XTX Topco Ltd | 2,975 | $544.0K | 0.24% | +2,975 | New |
| Meristem Family Wealth, LLC | 3,005 | $549.0K | 0.06% | −1,450−32.5% | Reduced |
| Northeast Investment Management | 3,002 | $549.0K | 0.03% | +550+22.4% | Added |
| SkyOak Wealth, LLC | 3,011 | $550.0K | 0.15% | −76−2.5% | Reduced |
| First National Bank Sioux Falls | 3,031 | $554.0K | 0.58% | 00.0% | Unchanged |
| High Note Wealth, LLC | 3,051 | $557.0K | 0.20% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 3,055 | $558.0K | 0.06% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 3,074 | $562.0K | 0.01% | +58+1.9% | Added |
| Brave Asset Management Inc | 3,080 | $563.0K | 0.19% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 3,089 | $565.0K | 0.13% | +128+4.3% | Added |
| Choate Investment Advisors | 3,097 | $566.0K | 0.03% | −948−23.4% | Reduced |
| Resources Investment Advisors, LLC. | 3,126 | $571.0K | 0.02% | +553+21.5% | Added |
| Oak Thistle LLC | 3,125 | $571.0K | 0.30% | +3,125 | New |
| LMCG Investments, LLC | 3,132 | $572.0K | 0.03% | +3,132 | New |
| Park National Corp | 3,146 | $575.0K | 0.02% | −47−1.5% | Reduced |
| Welch & Forbes LLC | 3,162 | $578.0K | 0.01% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 3,233 | $590.0K | 0.28% | −25−0.8% | Reduced |
| JNBA Financial Advisors | 3,262 | $596.0K | 0.08% | −59−1.8% | Reduced |
| Ameritas Investment Partners, Inc. | 3,304 | $603.0K | 0.02% | −148−4.3% | Reduced |
| Ar Asset Management Inc | 3,311 | $605.0K | 0.15% | 00.0% | Unchanged |
| Camden National Bank | 3,322 | $607.0K | 0.11% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 3,323 | $607.0K | 0.02% | +1,155+53.3% | Added |
| Plimoth Trust Co LLC | 3,327 | $608.0K | 0.16% | −215−6.1% | Reduced |
| Strategic Advisors LLC | 3,330 | $608.0K | 0.11% | +74+2.3% | Added |
| Natixis | 3,359 | $614.0K | 0.00% | −15,471−82.2% | Reduced |
| Brookstone Capital Management | 3,311 | $615.0K | 0.01% | +3,311 | New |
| Toroso Investments, LLC | 3,373 | $616.0K | 0.02% | +374+12.5% | Added |
| Allworth Financial LP | 3,389 | $619.0K | 0.01% | +150+4.6% | Added |
| WMS Partners, LLC | 3,386 | $619.0K | 0.08% | +3,386 | New |
| Private Trust Co NA | 3,410 | $623.0K | 0.10% | −137−3.9% | Reduced |
| Valeo Financial Advisors, LLC | 3,426 | $626.0K | 0.03% | +58+1.7% | Added |
| Villere St Denis J & Co LLC | 3,433 | $627.0K | 0.04% | 00.0% | Unchanged |
| Oak Associates, Ltd | 3,447 | $630.0K | 0.04% | −2,093−37.8% | Reduced |
| TownSquare Capital, LLC | 3,457 | $632.0K | 0.02% | +876+33.9% | Added |
| Delphia (USA) Inc. | 3,464 | $633.0K | 0.47% | +3,464 | New |
| Joel Isaacson & Co., LLC | 3,446 | $638.0K | 0.05% | +3+0.1% | Added |
| Inlet Private Wealth, LLC | 3,500 | $640.0K | 0.16% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 3,518 | $643.0K | 0.06% | −8,577−70.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,530 | $645.0K | 0.01% | −73−2.0% | Reduced |
| Prospera Financial Services Inc | 3,547 | $649.0K | 0.03% | +398+12.6% | Added |
| Boyd Watterson Asset Management LLC | 3,563 | $651.0K | 0.24% | 00.0% | Unchanged |
| Private Capital Management LLC | 3,575 | $653.0K | 0.21% | +26+0.7% | Added |
| Mizuho Securities USA LLC | 3,584 | $655.0K | 0.09% | −8,778−71.0% | Reduced |
| Flynn Zito Capital Management, LLC | 3,590 | $656.0K | 0.56% | +120+3.5% | Added |
| Cambridge Trust Co | 3,596 | $657.0K | 0.02% | −474−11.6% | Reduced |