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 |
|---|---|---|---|---|---|
| Founders Financial Securities LLC | 5,455 | $997.0K | 0.18% | +414+8.2% | Added |
| Douglass Winthrop Advisors, LLC | 5,480 | $1.00M | 0.02% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 5,576 | $1.02M | 0.18% | +577+11.5% | Added |
| AMG National Trust Bank | 5,603 | $1.02M | 0.03% | +1,000+21.7% | Added |
| Ashton Thomas Private Wealth, LLC | 5,679 | $1.04M | 0.09% | −1,418−20.0% | Reduced |
| Journey Advisory Group, LLC | 5,700 | $1.04M | 0.26% | −450−7.3% | Reduced |
| Corient Capital Partners, LLC | 5,703 | $1.04M | 0.07% | +1,250+28.1% | Added |
| Weik Capital Management | 5,725 | $1.05M | 0.41% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 5,749 | $1.05M | 0.07% | +2,301+66.7% | Added |
| Financial Advisory Service, Inc. | 5,779 | $1.06M | 0.10% | +1,446+33.4% | Added |
| Signaturefd, LLC | 5,796 | $1.06M | 0.03% | +444+8.3% | Added |
| Money Concepts Capital Corp | 5,825 | $1.06M | 0.06% | +2,495+74.9% | Added |
| Windsor Group LTD | 5,767 | $1.07M | 0.20% | +2,924+102.8% | Added |
| Kiwi Wealth Investments Limited Partnership | 5,832 | $1.07M | 0.06% | +5,832 | New |
| Redpoint Investment Management Pty Ltd | 5,841 | $1.07M | 0.11% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 5,838 | $1.07M | 0.05% | 00.0% | Unchanged |
| Academy Capital Management Inc | 5,870 | $1.07M | 0.17% | −535−8.4% | Reduced |
| Lifeworks Advisors, LLC | 5,875 | $1.07M | 0.71% | −4,678−44.3% | Reduced |
| Harvest Volatility Management LLC | 5,885 | $1.07M | 0.12% | +2,712+85.5% | Added |
| Dynamic Technology Lab Private Ltd | 5,919 | $1.08M | 0.13% | −17,755−75.0% | Reduced |
| CIBC World Markets Inc. | 5,934 | $1.08M | 0.00% | +1,327+28.8% | Added |
| Studio Investment Management LLC | 5,968 | $1.09M | 0.36% | 00.0% | Unchanged |
| AE Wealth Management LLC | 6,113 | $1.12M | 0.01% | −6,711−52.3% | Reduced |
| Ieq Capital, LLC | 6,137 | $1.12M | 0.03% | +313+5.4% | Added |
| Elmwood Wealth Management, Inc. | 6,144 | $1.12M | 0.58% | 00.0% | Unchanged |
| Pitcairn Co | 6,157 | $1.13M | 0.10% | −3,758−37.9% | Reduced |
| 44 Wealth Management LLC | 5,405 | $1.13M | 0.41% | +3,749+226.4% | Added |
| Veriti Management LLC | 6,174 | $1.13M | 0.14% | +428+7.4% | Added |
| Bard Financial Services, Inc. | 6,185 | $1.13M | 0.09% | −250−3.9% | Reduced |
| Corsicana & Co. | 6,364 | $1.16M | 0.75% | 00.0% | Unchanged |
| Teza Capital Management LLC | 6,366 | $1.16M | 0.44% | +1,954+44.3% | Added |
| Aureus Asset Management, LLC | 6,430 | $1.18M | 0.08% | 00.0% | Unchanged |
| Fiduciary Trust Co | 6,431 | $1.18M | 0.02% | +99+1.6% | Added |
| Blueshift Asset Management, LLC | 6,438 | $1.18M | 0.11% | −7,052−52.3% | Reduced |
| Ritholtz Wealth Management | 6,433 | $1.18M | 0.08% | +513+8.7% | Added |
| Venture Visionary Partners LLC | 6,457 | $1.18M | 0.08% | −35−0.5% | Reduced |
| Tocqueville Asset Management L.P. | 6,456 | $1.18M | 0.02% | −135−2.0% | Reduced |
| Prudential PLC | 6,552 | $1.20M | 0.02% | +6,552 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,572 | $1.20M | 0.00% | +1,067+19.4% | Added |
| Cubic Asset Management, LLC | 6,596 | $1.21M | 0.28% | 00.0% | Unchanged |
| Tevis Investment Management | 6,676 | $1.21M | 1.10% | −22−0.3% | Reduced |
| Resources Management Corp | 6,642 | $1.21M | 0.17% | −57−0.9% | Reduced |
| Institute for Wealth Management, LLC. | 6,647 | $1.22M | 0.20% | +590+9.7% | Added |
| Ballast, Inc. | 6,687 | $1.22M | 0.47% | +366+5.8% | Added |
| CoreCap Advisors, LLC | 6,724 | $1.23M | 0.08% | +382+6.0% | Added |
| We Are One Seven, LLC | 6,747 | $1.23M | 0.13% | −6−0.1% | Reduced |
| Arjuna Capital | 6,765 | $1.24M | 0.52% | +6,765 | New |
| Asset Allocation & Management Company, LLC | 6,768 | $1.24M | 0.44% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 6,825 | $1.25M | 0.11% | +82+1.2% | Added |
| Essex Financial Services, Inc. | 6,846 | $1.25M | 0.12% | −55−0.8% | Reduced |
| Alera Investment Advisors, LLC | 6,851 | $1.25M | 0.29% | +4,931+256.8% | Added |
| Eagle Capital Management LLC | 6,900 | $1.26M | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 6,902 | $1.26M | 0.02% | +53+0.8% | Added |
| FORA Capital, LLC | 6,808 | $1.26M | 0.23% | +6,808 | New |
| Gifford Fong Associates | 7,000 | $1.28M | 0.23% | 00.0% | Unchanged |
| Natixis Investment Managers International | 7,007 | $1.28M | 0.02% | +7,007 | New |
| DAGCO, Inc. | 7,274 | $1.28M | 0.58% | −124−1.7% | Reduced |
| Fifth Third Bancorp | 7,047 | $1.29M | 0.01% | +809+13.0% | Added |
| MUFG Americas Holdings Corp | 7,061 | $1.29M | 0.03% | −601−7.8% | Reduced |
| GSB Wealth Management, LLC | 7,114 | $1.30M | 0.38% | −22−0.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 7,119 | $1.30M | 0.12% | +719+11.2% | Added |
| Connecticut Wealth Management, LLC | 7,226 | $1.32M | 0.10% | +101+1.4% | Added |
| Vaughan David Investments LLC | 7,231 | $1.32M | 0.04% | −303−4.0% | Reduced |
| Silvercrest Asset Management Group LLC | 7,292 | $1.33M | 0.01% | −157−2.1% | Reduced |
| Redwood Investment Management, LLC | 7,424 | $1.36M | 0.20% | +7,424 | New |
| Wealthsource Partners, LLC | 7,447 | $1.36M | 0.09% | +7,447 | New |
| Jacobi Capital Management LLC | 7,663 | $1.40M | 0.17% | +45+0.6% | Added |
| Simplex Trading, LLC | 7,685 | $1.40M | 0.04% | +5,541+258.4% | Added |
| Argent Advisors, Inc. | 7,718 | $1.41M | 0.76% | +357+4.8% | Added |
| Ancora Advisors, LLC | 7,733 | $1.41M | 0.03% | −650−7.8% | Reduced |
| Parallel Advisors, LLC | 7,703 | $1.43M | 0.06% | −175−2.2% | Reduced |
| Savant Capital, LLC | 7,854 | $1.44M | 0.05% | +158+2.1% | Added |
| Baker Tilly Wealth Management, LLC | 7,887 | $1.44M | 0.16% | +1,153+17.1% | Added |
| Ferguson Wellman Capital Management, Inc | 7,933 | $1.45M | 0.05% | +540+7.3% | Added |
| Mitchell McLeod Pugh & Williams Inc | 7,946 | $1.45M | 0.49% | −150−1.9% | Reduced |
| Profund Advisors LLC | 7,965 | $1.46M | 0.06% | −728−8.4% | Reduced |
| Investment Management of Virginia LLC | 7,965 | $1.46M | 0.26% | +507+6.8% | Added |
| Capital Wealth Planning, LLC | 8,000 | $1.46M | 0.03% | 00.0% | Unchanged |
| Guardian Capital Advisors LP | 8,106 | $1.50M | 0.15% | −95−1.2% | Reduced |
| Impax Asset Management Group plc | 8,352 | $1.53M | 0.01% | +216+2.7% | Added |
| Nicholas Hoffman & Company, LLC. | 8,425 | $1.54M | 0.06% | −37−0.4% | Reduced |
| Bailard, Inc. | 8,467 | $1.55M | 0.05% | +1,129+15.4% | Added |
| FRG Family Wealth Advisors LLC | 8,475 | $1.55M | 0.30% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 8,516 | $1.56M | 0.00% | −11,004−56.4% | Reduced |
| Wetherby Asset Management Inc | 8,548 | $1.56M | 0.09% | +476+5.9% | Added |
| Lowe Brockenbrough & Co Inc | 8,616 | $1.57M | 0.12% | −735−7.9% | Reduced |
| National Asset Management, Inc. | 8,610 | $1.57M | 0.05% | +552+6.9% | Added |
| Community Bank, N.A. | 8,630 | $1.58M | 0.19% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 8,718 | $1.59M | 0.03% | −625−6.7% | Reduced |
| SRB Corp | 8,727 | $1.59M | 0.09% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 8,856 | $1.62M | 0.04% | −123−1.4% | Reduced |
| American National Insurance Co | 8,900 | $1.63M | 0.44% | −1,420−13.8% | Reduced |
| BSW Wealth Partners | 8,919 | $1.63M | 0.41% | +375+4.4% | Added |
| Sawgrass Asset Management LLC | 8,928 | $1.63M | 0.17% | +8,928 | New |
| Naples Global Advisors, LLC | 9,083 | $1.66M | 0.19% | −98−1.1% | Reduced |
| Greenleaf Trust | 9,140 | $1.67M | 0.02% | +675+8.0% | Added |
| Pinnacle Financial Partners Inc | 9,181 | $1.68M | 0.05% | +138+1.5% | Added |
| Cetera Advisor Networks LLC | 9,205 | $1.68M | 0.02% | +560+6.5% | Added |
| Colony Group LLC | 9,238 | $1.69M | 0.03% | +1,290+16.2% | Added |
| Dynamic Advisor Solutions LLC | 9,307 | $1.70M | 0.12% | −16−0.2% | Reduced |