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, Q2 2022
Institutional positions in Travelers Companies, Inc. as of Jun 30, 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
- 1,222
- −32 vs. Q1 2022
- Shares held
- 195.5M
- +175.6K (+0.1%) vs. Q1 2022
- Total value
- $33.1B
- −$2.59B (−7.3%) vs. Q1 2022
- New holders
- 92
- 454 more added
- Sold out
- 124
- 403 more reduced
23 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Travelers Companies, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| AllSquare Wealth Management LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 3 | $508 | 0.00% | +3 | New |
| Tanaka Capital Management Inc | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 3 | $1.00K | 0.00% | +3 | New |
| Archer Investment Corp | 7 | $1.18K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 10 | $1.69K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 11 | $2.00K | 0.00% | −22−66.7% | Reduced |
| Front Row Advisors LLC | 13 | $2.00K | 0.00% | −5−27.8% | Reduced |
| Column Capital Advisors, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 24 | $4.00K | 0.00% | +24 | New |
| Tradewinds Capital Management, LLC | 27 | $5.00K | 0.00% | −85−75.9% | Reduced |
| Ci Investments Inc. | 29 | $5.00K | 0.00% | −2−6.5% | Reduced |
| Altshuler Shaham Ltd | 29 | $5.00K | 0.00% | −4−12.1% | Reduced |
| Capital Analysts, LLC | 27 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 34 | $6.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 33 | $6.00K | 0.00% | −1−2.9% | Reduced |
| Tfo-TDC, LLC | 36 | $6.00K | 0.00% | +36 | New |
| Truvestments Capital LLC | 34 | $6.00K | 0.00% | +34 | New |
| Castleview Partners, LLC | 132 | $6.26K | 0.01% | −262−66.5% | Reduced |
| Financial Management Professionals, Inc. | 40 | $7.00K | 0.00% | −54−57.4% | Reduced |
| Versant Capital Management, Inc | 43 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 40 | $7.00K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 41 | $7.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 43 | $7.00K | 0.00% | +4+10.3% | Added |
| Kozak & Associates, Inc. | 43 | $7.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 41 | $7.00K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 50 | $8.00K | 0.00% | +1+2.0% | Added |
| First Personal Financial Services | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 45 | $8.00K | 0.00% | +45 | New |
| Morton Brown Family Wealth, LLC | 48 | $8.00K | 0.01% | +48 | New |
| Benson Investment Management Company, Inc. | 56 | $9.00K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 56 | $9.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 48 | $9.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 56 | $9.00K | 0.00% | +33+143.5% | Added |
| Rosenberg Matthew Hamilton | 50 | $9.00K | 0.00% | +50 | New |
| WFA of San Diego, LLC | 54 | $9.00K | 0.01% | +54 | New |
| Rise Advisors, LLC | 60 | $10.0K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 60 | $10.0K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 57 | $10.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 66 | $11.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 66 | $11.0K | 0.00% | 00.0% | Unchanged |
| St. James Investment Advisors, LLC | 65 | $11.0K | 0.02% | +65 | New |
| Bivin & Associates, Inc. | 71 | $12.0K | 0.01% | −4,281−98.4% | Reduced |
| Clear Perspectives Financial Planning, LLC | 70 | $12.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 68 | $12.0K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 76 | $13.0K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 75 | $13.0K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 77 | $13.0K | 0.00% | 00.0% | Unchanged |
| Motco | 84 | $14.0K | 0.00% | −16−16.0% | Reduced |
| Toth Financial Advisory Corp | 85 | $14.0K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 83 | $14.0K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 82 | $14.0K | 0.01% | +46+127.8% | Added |
| Addison Advisors LLC | 90 | $15.0K | 0.01% | −91−50.3% | Reduced |
| SOA Wealth Advisors, LLC. | 91 | $15.0K | 0.00% | −41−31.1% | Reduced |
| Wagner Wealth Management, LLC | 91 | $15.0K | 0.01% | +91 | New |
| Cutler Group LP | 100 | $16.0K | 0.00% | −260−72.2% | Reduced |
| Tucker Asset Management LLC | 100 | $16.9K | 0.01% | 00.0% | Unchanged |
| Karlinski Andrew C | 100 | $17.0K | 0.03% | 00.0% | Unchanged |
| Covington Capital Management | 109 | $18.0K | 0.00% | −139−56.0% | Reduced |
| Howe & Rusling Inc | 107 | $18.0K | 0.00% | +95+791.7% | Added |
| High Net Worth Advisory Group LLC | 117 | $20.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 116 | $20.0K | 0.00% | +33+39.8% | Added |
| Cribstone Capital Management, LLC | 125 | $21.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 123 | $21.0K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 125 | $21.0K | 0.01% | 00.0% | Unchanged |
| Burleson & Company, LLC | 122 | $21.0K | 0.00% | +16+15.1% | Added |
| Capital Advisors, Ltd. LLC | 129 | $22.0K | 0.00% | +14+12.2% | Added |
| Laurel Wealth Advisors LLC | 138 | $23.0K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 137 | $23.2K | 0.01% | 00.0% | Unchanged |
| Hudock, Inc. | 143 | $24.0K | 0.01% | 00.0% | Unchanged |
| Trust Co | 144 | $24.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 144 | $24.0K | 0.01% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 143 | $24.0K | 0.01% | +23+19.2% | Added |
| Jones Financial Companies LLLP | 148 | $25.0K | 0.00% | −200−57.5% | Reduced |
| Riggs Asset Managment Co. Inc. | 148 | $25.0K | 0.01% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 150 | $25.0K | 0.01% | 00.0% | Unchanged |
| ACG Wealth | 150 | $25.0K | 0.01% | +150 | New |
| Birch Capital Management, LLC | 150 | $25.4K | 0.02% | 00.0% | Unchanged |
| US Asset Management LLC | 155 | $26.0K | 0.03% | 00.0% | Unchanged |
| Interactive Financial Advisors | 158 | $27.0K | 0.01% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 164 | $28.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 164 | $28.0K | 0.01% | −2−1.2% | Reduced |
| MCF Advisors LLC | 173 | $29.0K | 0.00% | +51+41.8% | Added |
| Bellevue Asset Management, LLC | 179 | $30.0K | 0.02% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 176 | $30.0K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 185 | $31.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 205 | $32.0K | 0.02% | −199−49.3% | Reduced |
| Wolff Wiese Magana LLC | 187 | $32.0K | 0.02% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 193 | $32.0K | 0.00% | +10+5.5% | Added |
| Oliver Lagore Vanvalin Investment Group | 191 | $32.0K | 0.02% | +16+9.1% | Added |
| Riverview Trust Co | 194 | $33.0K | 0.03% | 00.0% | Unchanged |
| Concord Wealth Partners | 194 | $33.0K | 0.01% | +6+3.2% | Added |
| Hexagon Capital Partners LLC | 195 | $33.0K | 0.01% | +22+12.7% | Added |
| James Investment Research Inc | 197 | $33.0K | 0.00% | +197 | New |