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; 1,868 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 | 1,868 | $61.0B |
| Q1 2026 | 1,804 | $52.1B |
| Q4 2025 | 1,779 | $53.8B |
| Q3 2025 | 1,680 | $51.9B |
| Q2 2025 | 1,638 | $50.7B |
| Q1 2025 | 1,644 | $49.8B |
| Q4 2024 | 1,589 | $45.6B |
| Q3 2024 | 1,470 | $44.0B |
| Q2 2024 | 1,414 | $38.8B |
| Q1 2024 | 1,451 | $43.6B |
| Q4 2023 | 1,333 | $36.0B |
| Q3 2023 | 1,259 | $30.5B |
| Q2 2023 | 1,287 | $32.5B |
| Q1 2023 | 1,269 | $32.3B |
| Q4 2022 | 1,303 | $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 |
|---|---|---|---|---|---|
| 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 |
| Mitchell McLeod Pugh & Williams Inc | 7,946 | $1.45M | 0.49% | −150−1.9% | Reduced |
| Ferguson Wellman Capital Management, Inc | 7,933 | $1.45M | 0.05% | +540+7.3% | Added |
| Baker Tilly Wealth Management, LLC | 7,887 | $1.44M | 0.16% | +1,153+17.1% | Added |
| Savant Capital, LLC | 7,854 | $1.44M | 0.05% | +158+2.1% | Added |
| Parallel Advisors, LLC | 7,703 | $1.43M | 0.06% | −175−2.2% | Reduced |
| Ancora Advisors, LLC | 7,733 | $1.41M | 0.03% | −650−7.8% | Reduced |
| Argent Advisors, Inc. | 7,718 | $1.41M | 0.76% | +357+4.8% | Added |
| Simplex Trading, LLC | 7,685 | $1.40M | 0.04% | +5,541+258.4% | Added |
| Jacobi Capital Management LLC | 7,663 | $1.40M | 0.17% | +45+0.6% | Added |
| Wealthsource Partners, LLC | 7,447 | $1.36M | 0.09% | +7,447 | New |
| Redwood Investment Management, LLC | 7,424 | $1.36M | 0.20% | +7,424 | New |
| Silvercrest Asset Management Group LLC | 7,292 | $1.33M | 0.01% | −157−2.1% | Reduced |
| Vaughan David Investments LLC | 7,231 | $1.32M | 0.04% | −303−4.0% | Reduced |
| Connecticut Wealth Management, LLC | 7,226 | $1.32M | 0.10% | +101+1.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 7,119 | $1.30M | 0.12% | +719+11.2% | Added |
| GSB Wealth Management, LLC | 7,114 | $1.30M | 0.38% | −22−0.3% | Reduced |
| MUFG Americas Holdings Corp | 7,061 | $1.29M | 0.03% | −601−7.8% | Reduced |
| Fifth Third Bancorp | 7,047 | $1.29M | 0.01% | +809+13.0% | Added |
| DAGCO, Inc. | 7,274 | $1.28M | 0.58% | −124−1.7% | Reduced |
| Natixis Investment Managers International | 7,007 | $1.28M | 0.02% | +7,007 | New |
| Gifford Fong Associates | 7,000 | $1.28M | 0.23% | 00.0% | Unchanged |
| FORA Capital, LLC | 6,808 | $1.26M | 0.23% | +6,808 | New |
| Bokf, NA | 6,902 | $1.26M | 0.02% | +53+0.8% | Added |
| Eagle Capital Management LLC | 6,900 | $1.26M | 0.00% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 6,851 | $1.25M | 0.29% | +4,931+256.8% | Added |
| Essex Financial Services, Inc. | 6,846 | $1.25M | 0.12% | −55−0.8% | Reduced |
| Atlantic Union Bankshares Corp | 6,825 | $1.25M | 0.11% | +82+1.2% | Added |
| Asset Allocation & Management Company, LLC | 6,768 | $1.24M | 0.44% | 00.0% | Unchanged |
| Arjuna Capital | 6,765 | $1.24M | 0.52% | +6,765 | New |
| We Are One Seven, LLC | 6,747 | $1.23M | 0.13% | −6−0.1% | Reduced |
| CoreCap Advisors, LLC | 6,724 | $1.23M | 0.08% | +382+6.0% | Added |
| Ballast, Inc. | 6,687 | $1.22M | 0.47% | +366+5.8% | Added |
| Institute for Wealth Management, LLC. | 6,647 | $1.22M | 0.20% | +590+9.7% | Added |
| Resources Management Corp | 6,642 | $1.21M | 0.17% | −57−0.9% | Reduced |
| Tevis Investment Management | 6,676 | $1.21M | 1.10% | −22−0.3% | Reduced |
| Cubic Asset Management, LLC | 6,596 | $1.21M | 0.28% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,572 | $1.20M | 0.00% | +1,067+19.4% | Added |
| Prudential PLC | 6,552 | $1.20M | 0.02% | +6,552 | New |
| Tocqueville Asset Management L.P. | 6,456 | $1.18M | 0.02% | −135−2.0% | Reduced |
| Venture Visionary Partners LLC | 6,457 | $1.18M | 0.08% | −35−0.5% | Reduced |
| 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 |
| 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 |
| 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 |
| Bard Financial Services, Inc. | 6,185 | $1.13M | 0.09% | −250−3.9% | Reduced |
| Veriti Management LLC | 6,174 | $1.13M | 0.14% | +428+7.4% | Added |
| 44 Wealth Management LLC | 5,405 | $1.13M | 0.41% | +3,749+226.4% | Added |
| Pitcairn Co | 6,157 | $1.13M | 0.10% | −3,758−37.9% | Reduced |
| Elmwood Wealth Management, Inc. | 6,144 | $1.12M | 0.58% | 00.0% | Unchanged |
| Ieq Capital, LLC | 6,137 | $1.12M | 0.03% | +313+5.4% | Added |
| AE Wealth Management LLC | 6,113 | $1.12M | 0.01% | −6,711−52.3% | Reduced |
| Studio Investment Management LLC | 5,968 | $1.09M | 0.36% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 5,934 | $1.08M | 0.00% | +1,327+28.8% | Added |
| Dynamic Technology Lab Private Ltd | 5,919 | $1.08M | 0.13% | −17,755−75.0% | Reduced |
| Harvest Volatility Management LLC | 5,885 | $1.07M | 0.12% | +2,712+85.5% | Added |
| Lifeworks Advisors, LLC | 5,875 | $1.07M | 0.71% | −4,678−44.3% | Reduced |
| Academy Capital Management Inc | 5,870 | $1.07M | 0.17% | −535−8.4% | Reduced |
| 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 |
| 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 |
| Money Concepts Capital Corp | 5,825 | $1.06M | 0.06% | +2,495+74.9% | Added |
| Signaturefd, LLC | 5,796 | $1.06M | 0.03% | +444+8.3% | Added |
| Financial Advisory Service, Inc. | 5,779 | $1.06M | 0.10% | +1,446+33.4% | Added |
| Focus Financial Network, Inc. | 5,749 | $1.05M | 0.07% | +2,301+66.7% | Added |
| Weik Capital Management | 5,725 | $1.05M | 0.41% | 00.0% | Unchanged |
| 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 |
| Ashton Thomas Private Wealth, LLC | 5,679 | $1.04M | 0.09% | −1,418−20.0% | Reduced |
| AMG National Trust Bank | 5,603 | $1.02M | 0.03% | +1,000+21.7% | Added |
| Tectonic Advisors LLC | 5,576 | $1.02M | 0.18% | +577+11.5% | Added |
| Douglass Winthrop Advisors, LLC | 5,480 | $1.00M | 0.02% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 5,455 | $997.0K | 0.18% | +414+8.2% | Added |
| Spire Wealth Management | 5,439 | $994.0K | 0.03% | −228−4.0% | Reduced |
| Orrstown Financial Services Inc | 5,347 | $977.0K | 1.82% | −98−1.8% | Reduced |
| Roundview Capital LLC | 5,329 | $974.0K | 0.10% | −92−1.7% | Reduced |
| M Holdings Securities, Inc. | 5,318 | $972.0K | 0.07% | +5,318 | New |
| Wilson & Boucher Capital Management, LLC | 5,194 | $949.0K | 0.86% | −450−8.0% | Reduced |
| Terry L. Blaker | 5,116 | $935.0K | 0.08% | −5,510−51.9% | Reduced |
| Guyasuta Investment Advisors Inc | 5,112 | $934.0K | 0.06% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 5,053 | $923.0K | 0.20% | 00.0% | Unchanged |
| Intersect Capital LLC | 5,032 | $920.0K | 0.18% | +783+18.4% | Added |
| Diversified Trust Co | 5,026 | $918.0K | 0.03% | +1,591+46.3% | Added |
| Investors Asset Management of Georgia Inc | 5,011 | $916.0K | 0.46% | 00.0% | Unchanged |
| Lederer & Associates Investment Counsel | 4,952 | $905.0K | 0.55% | −150−2.9% | Reduced |
| Legacy Private Trust Co. | 4,906 | $896.0K | 0.07% | −1,385−22.0% | Reduced |
| Rosenbaum Jay D. | 4,903 | $896.0K | 1.42% | +200+4.3% | Added |
| Bridges Investment Management Inc | 4,900 | $895.0K | 0.03% | 00.0% | Unchanged |
| Empirical Finance, LLC | 4,847 | $886.0K | 0.10% | +498+11.5% | Added |
| Deseret Mutual Benefit Administrators | 4,844 | $885.0K | 0.18% | −2,055−29.8% | Reduced |
| CAPROCK Group, Inc. | 4,830 | $883.0K | 0.08% | +4,830 | New |
| Duality Advisers, LP | 4,825 | $882.0K | 0.09% | +4,825 | New |
| Kingsview Wealth Management, LLC | 4,816 | $880.0K | 0.04% | +2,000+71.0% | Added |
| Mitchell & Pahl Private Wealth, LLC | 4,805 | $878.0K | 0.56% | −75−1.5% | Reduced |
| Haverford Trust Co | 4,797 | $877.0K | 0.01% | 00.0% | Unchanged |
| DCM Advisors, LLC | 4,768 | $871.0K | 0.31% | −653−12.0% | Reduced |