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 |
|---|---|---|---|---|---|
| Baldrige Asset Management LLC | 200 | $34.0K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 202 | $34.0K | 0.01% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 200 | $34.0K | 0.03% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 204 | $35.0K | 0.00% | −1,153−85.0% | Reduced |
| McIlrath & Eck, LLC | 209 | $35.0K | 0.01% | 00.0% | Unchanged |
| Gould Capital, LLC | 211 | $36.0K | 0.03% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 210 | $36.0K | 0.00% | +91+76.5% | Added |
| Sit Investment Associates Inc | 226 | $38.0K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 222 | $38.0K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 223 | $38.0K | 0.00% | +223 | New |
| Capital Directions Investment Advisors, LLC | 230 | $39.0K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 231 | $39.0K | 0.03% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 242 | $41.0K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 248 | $42.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 248 | $42.0K | 0.00% | +12+5.1% | Added |
| Rational Advisors LLC | 254 | $43.0K | 0.00% | +37+17.1% | Added |
| Ahrens Investment Partners LLC | 261 | $44.0K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 260 | $44.0K | 0.04% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 258 | $44.0K | 0.01% | +2+0.8% | Added |
| American National Bank | 260 | $44.0K | 0.01% | +260 | New |
| Patriot Financial Group Insurance Agency, LLC | 276 | $47.0K | 0.01% | −117−29.8% | Reduced |
| Hartford Financial Management Inc. | 278 | $47.0K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 279 | $47.0K | 0.01% | 00.0% | Unchanged |
| Vestor Capital, LLC | 275 | $47.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 290 | $49.0K | 0.03% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 297 | $50.0K | 0.01% | −177−37.3% | Reduced |
| TCTC Holdings, LLC | 298 | $50.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 299 | $51.0K | 0.01% | +42+16.3% | Added |
| Norwood Financial Corp | 310 | $52.0K | 0.09% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 315 | $53.0K | 0.00% | +18+6.1% | Added |
| Ellevest, Inc. | 313 | $53.0K | 0.00% | +61+24.2% | Added |
| Washington Trust Advisors, Inc. | 321 | $54.0K | 0.00% | +1+0.3% | Added |
| RE Dickinson Investment Advisors, LLC | 325 | $55.0K | 0.04% | −30−8.5% | Reduced |
| Bell Investment Advisors, Inc | 326 | $55.0K | 0.02% | +326 | New |
| Central Bank & Trust Co | 340 | $58.0K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 349 | $59.0K | 0.01% | +89+34.2% | Added |
| Charter Oak Capital Management, LLC | 353 | $60.0K | 0.01% | −125−26.2% | Reduced |
| CVA Family Office, LLC | 362 | $61.0K | 0.02% | +86+31.2% | Added |
| Lee Financial Co | 371 | $63.0K | 0.01% | −11−2.9% | Reduced |
| Tyler-Stone Wealth Management | 384 | $65.0K | 0.04% | −100−20.7% | Reduced |
| First Financial Corp | 381 | $65.0K | 0.04% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 382 | $65.0K | 0.01% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 383 | $65.0K | 0.07% | +383 | New |
| Arlington Partners LLC | 391 | $66.0K | 0.02% | +239+157.2% | Added |
| GPS Wealth Strategies Group, LLC | 422 | $71.0K | 0.02% | +33+8.5% | Added |
| Core Alternative Capital | 418 | $71.0K | 0.02% | +83+24.8% | Added |
| Capstone Investment Advisors, LLC | 420 | $71.0K | 0.00% | +420 | New |
| West Paces Advisors Inc. | 443 | $74.9K | 0.03% | +139+45.7% | Added |
| Clearview Wealth Advisors LLC | 443 | $75.0K | 0.06% | +2+0.5% | Added |
| IMA Wealth, Inc. | 451 | $76.0K | 0.02% | 00.0% | Unchanged |
| Gradient Investments LLC | 453 | $77.0K | 0.00% | −18−3.8% | Reduced |
| Glassman Wealth Services | 460 | $78.0K | 0.02% | −172−27.2% | Reduced |
| Peoples Financial Services Corp. | 459 | $78.0K | 0.04% | 00.0% | Unchanged |
| First Command Bank | 466 | $79.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 466 | $79.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 474 | $80.0K | 0.02% | −52−9.9% | Reduced |
| Evoke Wealth, LLC | 477 | $81.0K | 0.00% | −61−11.3% | Reduced |
| Duncker Streett & Co Inc | 478 | $81.0K | 0.02% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 515 | $87.0K | 0.11% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 531 | $90.0K | 0.02% | +3+0.6% | Added |
| O'Dell Group, LLC | 539 | $91.0K | 0.03% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 550 | $93.0K | 0.12% | +550 | New |
| Global Retirement Partners, LLC | 558 | $94.0K | 0.01% | −5−0.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 564 | $95.0K | 0.01% | +1+0.2% | Added |
| Pinebridge Investments, L.P. | 568 | $96.0K | 0.00% | −17,830−96.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 582 | $98.0K | 0.05% | +2+0.3% | Added |
| Heritage Financial Services, LLC | 582 | $98.0K | 0.05% | +582 | New |
| Endurance Wealth Management, Inc. | 596 | $101.0K | 0.02% | 00.0% | Unchanged |
| Bray Capital Advisors | 596 | $101.0K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 609 | $103.0K | 0.06% | −135−18.1% | Reduced |
| PYA Waltman Capital, LLC | 609 | $103.0K | 0.06% | +61+11.1% | Added |
| Baystate Wealth Management LLC | 613 | $104.0K | 0.01% | +1+0.2% | Added |
| Dougherty Wealth Advisers LLC | 628 | $106.0K | 0.20% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 627 | $106.0K | 0.08% | +627 | New |
| City Holding Co | 636 | $108.0K | 0.02% | −28−4.2% | Reduced |
| Annapolis Financial Services, LLC | 638 | $108.0K | 0.04% | 00.0% | Unchanged |
| Monetary Management Group Inc | 650 | $110.0K | 0.03% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 676 | $114.0K | 0.01% | +75+12.5% | Added |
| Kistler-Tiffany Companies, LLC | 679 | $115.0K | 0.03% | −60−8.1% | Reduced |
| Adirondack Trust Co | 680 | $115.0K | 0.06% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 730 | $123.0K | 0.04% | −17−2.3% | Reduced |
| Valley National Advisers Inc | 725 | $123.0K | 0.03% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 732 | $124.0K | 0.02% | −83−10.2% | Reduced |
| Harbour Investments, Inc. | 738 | $125.0K | 0.01% | +738 | New |
| Field & Main Bank | 743 | $126.0K | 0.08% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 750 | $127.0K | 0.04% | +200+36.4% | Added |
| FourThought Financial, LLC | 774 | $131.0K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 785 | $133.0K | 0.01% | −3−0.4% | Reduced |
| Tortoise Investment Management, LLC | 795 | $134.0K | 0.03% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 800 | $136.9K | 0.08% | 00.0% | Unchanged |
| First Community Trust NA | 845 | $143.0K | 0.17% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 843 | $143.0K | 0.00% | +143+20.4% | Added |
| Bangor Savings Bank | 848 | $143.0K | 0.02% | +848 | New |
| Mascoma Wealth Management LLC | 872 | $147.0K | 0.05% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 873 | $148.0K | 0.00% | +706+422.8% | Added |
| Fairfield, Bush & Co. | 876 | $148.0K | 0.09% | +876 | New |
| Blue Chip Partners, Inc. | 878 | $149.0K | 0.02% | +5+0.6% | Added |
| Global Trust Asset Management, LLC | 889 | $150.0K | 0.07% | −925−51.0% | Reduced |
| United Community Bank | 890 | $150.5K | 0.16% | −10−1.1% | Reduced |
| Northern Oak Wealth Management Inc | 895 | $151.0K | 0.02% | −332−27.1% | Reduced |