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 |
|---|---|---|---|---|---|
| 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 |
| Ar Asset Management Inc | 3,311 | $605.0K | 0.15% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,304 | $603.0K | 0.02% | −148−4.3% | Reduced |
| JNBA Financial Advisors | 3,262 | $596.0K | 0.08% | −59−1.8% | Reduced |
| Jeppson Wealth Management, LLC | 3,233 | $590.0K | 0.28% | −25−0.8% | Reduced |
| Welch & Forbes LLC | 3,162 | $578.0K | 0.01% | 00.0% | Unchanged |
| Park National Corp | 3,146 | $575.0K | 0.02% | −47−1.5% | Reduced |
| LMCG Investments, LLC | 3,132 | $572.0K | 0.03% | +3,132 | New |
| 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 |
| Choate Investment Advisors | 3,097 | $566.0K | 0.03% | −948−23.4% | Reduced |
| FinTrust Capital Advisors, LLC | 3,089 | $565.0K | 0.13% | +128+4.3% | Added |
| Brave Asset Management Inc | 3,080 | $563.0K | 0.19% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 3,074 | $562.0K | 0.01% | +58+1.9% | Added |
| Baldwin Brothers Inc | 3,055 | $558.0K | 0.06% | 00.0% | Unchanged |
| High Note Wealth, LLC | 3,051 | $557.0K | 0.20% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 3,031 | $554.0K | 0.58% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 3,011 | $550.0K | 0.15% | −76−2.5% | Reduced |
| 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 |
| XTX Topco Ltd | 2,975 | $544.0K | 0.24% | +2,975 | New |
| 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 |
| Bank of New Hampshire | 2,963 | $541.0K | 0.13% | +25+0.9% | Added |
| Mark Stevens | 2,953 | $540.0K | 0.06% | 00.0% | Unchanged |
| Equitable Trust Co | 2,942 | $538.0K | 0.03% | 00.0% | Unchanged |
| American Portfolios Advisors | 2,944 | $537.9K | 0.02% | −658−18.3% | 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 |
| Sky Investment Group LLC | 2,897 | $529.0K | 0.11% | −755−20.7% | Reduced |
| 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 |
| Marcum Wealth, LLC | 2,885 | $527.0K | 0.07% | +52+1.8% | Added |
| Ledyard National Bank | 2,880 | $526.0K | 0.05% | −78−2.6% | Reduced |
| Waldron Private Wealth LLC | 2,862 | $522.0K | 0.03% | +53+1.9% | Added |
| Prio Wealth Limited Partnership | 2,847 | $520.0K | 0.02% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 2,840 | $519.0K | 0.16% | 00.0% | Unchanged |
| 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 |
| HighMark Wealth Management LLC | 2,823 | $516.0K | 0.35% | +14+0.5% | Added |
| Old Mission Capital LLC | 2,760 | $504.0K | 0.01% | +2,760 | New |
| 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 |
| 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 |
| Pinnacle Wealth Management Advisory Group, LLC | 2,691 | $492.0K | 0.07% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 2,689 | $491.0K | 0.07% | +1,622+152.0% | Added |
| Crestwood Advisors Group LLC | 2,684 | $490.0K | 0.01% | −6,194−69.8% | Reduced |
| 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 |
| Associated Banc-Corp | 2,642 | $483.0K | 0.02% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 2,631 | $481.0K | 0.01% | +1,028+64.1% | Added |
| Sugarloaf Wealth Management, LLC | 2,621 | $479.0K | 0.11% | −10.0% | Reduced |
| Courier Capital LLC | 2,618 | $478.0K | 0.05% | 00.0% | Unchanged |
| Wedbush Securities Inc | 2,605 | $476.0K | 0.02% | +26+1.0% | Added |
| Steward Financial Group LLC | 2,570 | $469.0K | 0.42% | +11+0.4% | Added |
| Gibraltar Capital Management, Inc. | 2,539 | $464.0K | 0.19% | +2,539 | New |
| Laurel Wealth Advisors, Inc. | 2,535 | $463.0K | 0.04% | −65−2.5% | Reduced |
| Moody Lynn & Lieberson, LLC | 2,527 | $462.0K | 0.03% | +50+2.0% | Added |
| International Assets Investment Management, LLC | 2,521 | $461.0K | 0.08% | +2,521 | New |
| 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 |
| Balasa Dinverno & Foltz LLC | 2,496 | $456.0K | 0.03% | +157+6.7% | Added |
| Edge Capital Group, LLC | 2,491 | $455.0K | 0.03% | +9+0.4% | Added |
| Latitude Advisors, LLC | 2,487 | $454.0K | 0.10% | +829+50.0% | Added |
| Alhambra Investment Partners LLC | 2,475 | $452.0K | 0.30% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 2,465 | $450.0K | 0.07% | −23−0.9% | Reduced |
| 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 |
| 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 |
| Fayez Sarofim & Co | 2,435 | $445.0K | 0.00% | −75−3.0% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 2,427 | $444.0K | 0.12% | −237−8.9% | Reduced |
| Assetmark, Inc | 2,416 | $441.0K | 0.00% | −100−4.0% | Reduced |
| New Potomac Partners, LLC | 2,395 | $438.0K | 0.31% | −970−28.8% | Reduced |
| Harbour Capital Advisors, LLC | 2,390 | $437.0K | 0.12% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,383 | $435.0K | 0.07% | +68+2.9% | Added |
| Sawtooth Solutions, LLC | 2,365 | $432.0K | 0.05% | −2,419−50.6% | Reduced |
| 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 |
| TCI Wealth Advisors, Inc. | 2,349 | $429.0K | 0.06% | +44+1.9% | Added |
| Modera Wealth Management, LLC | 2,335 | $427.0K | 0.02% | −4,148−64.0% | Reduced |
| First National Bank of South Miami | 2,310 | $422.0K | 0.26% | −35−1.5% | Reduced |
| 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 |
| Mendel Money Management | 2,295 | $419.0K | 0.20% | +2,295 | New |
| 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 |
| Salvus Wealth Management, LLC | 2,269 | $415.0K | 0.32% | +85+3.9% | Added |
| Kestra Private Wealth Services, LLC | 2,259 | $413.0K | 0.02% | −16−0.7% | Reduced |
| 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 |
| Stock Yards Bank & Trust Co | 2,235 | $408.0K | 0.02% | 00.0% | Unchanged |
| Oberweis Asset Management Inc | 2,220 | $406.0K | 0.08% | +2+0.1% | Added |