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 |
|---|---|---|---|---|---|
| Sageworth Trust Co | 895 | $151.0K | 0.01% | 00.0% | Unchanged |
| Curi Capital | 892 | $151.0K | 0.03% | +838+1,551.9% | Added |
| Clean Yield Group | 900 | $152.0K | 0.06% | −92−9.3% | Reduced |
| Estabrook Capital Management | 940 | $159.0K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 946 | $160.0K | 0.03% | −21−2.2% | Reduced |
| Logan Capital Management Inc | 950 | $161.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 952 | $161.0K | 0.00% | +506+113.5% | Added |
| Tompkins Financial Corp | 955 | $162.0K | 0.03% | −82−7.9% | Reduced |
| MV Capital Management, Inc. | 970 | $164.0K | 0.03% | +16+1.7% | Added |
| Tilia Fiduciary Partners, Inc. | 996 | $165.0K | 0.16% | +4+0.4% | Added |
| Pin Oak Investment Advisors Inc | 997 | $169.0K | 0.21% | 00.0% | Unchanged |
| Pflug Koory, LLC | 998 | $169.0K | 0.10% | 00.0% | Unchanged |
| Covestor Ltd | 1,008 | $171.0K | 0.14% | −890−46.9% | Reduced |
| Key Financial Inc | 1,036 | $177.0K | 0.10% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,063 | $180.0K | 0.01% | −20−1.8% | Reduced |
| Glen Eagle Advisors, LLC | 1,082 | $183.0K | 0.05% | +236+27.9% | Added |
| Washington Trust Co | 1,095 | $185.0K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1,100 | $186.0K | 0.07% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,101 | $186.2K | 0.03% | +178+19.3% | Added |
| JFS Wealth Advisors, LLC | 1,113 | $188.0K | 0.02% | +79+7.6% | Added |
| Creative Financial Designs Inc | 1,118 | $189.0K | 0.03% | +1,102+6,887.5% | Added |
| Prime Capital Investment Advisors, LLC | 1,190 | $201.0K | 0.01% | −604−33.7% | Reduced |
| Foundations Investment Advisors, LLC | 1,186 | $202.0K | 0.01% | +1,186 | New |
| Earnest Partners LLC | 1,199 | $203.0K | 0.00% | −26−2.1% | Reduced |
| Anchor Capital Advisors LLC | 1,198 | $203.0K | 0.01% | 00.0% | Unchanged |
| Cape Ann Savings Bank | 1,200 | $203.0K | 0.16% | 00.0% | Unchanged |
| Salzhauer Michael | 1,200 | $203.0K | 0.13% | 00.0% | Unchanged |
| Enhancing Capital LLC | 1,200 | $203.0K | 0.24% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 1,200 | $203.0K | 0.01% | +39+3.4% | Added |
| Five Oceans Advisors | 1,203 | $203.0K | 0.15% | +1,203 | New |
| SFMG, LLC | 1,208 | $204.0K | 0.02% | 00.0% | Unchanged |
| Wealth Architects, LLC | 1,209 | $204.0K | 0.04% | +37+3.2% | Added |
| Vantage Consulting Group Inc | 1,204 | $204.0K | 0.11% | +79+7.0% | Added |
| Syntax Advisors, LLC | 1,204 | $204.0K | 0.17% | +79+7.0% | Added |
| JJJ Advisors Inc. | 1,286 | $204.0K | 0.06% | +172+15.4% | Added |
| Family Management Corp | 1,209 | $204.0K | 0.06% | +100+9.0% | Added |
| Mutual Advisors, LLC | 1,212 | $205.0K | 0.01% | +9+0.7% | Added |
| Vigilant Capital Management, LLC | 1,211 | $205.0K | 0.02% | +43+3.7% | Added |
| Laffer Tengler Investments | 1,217 | $205.8K | 0.07% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 1,223 | $207.0K | 0.02% | −65−5.0% | Reduced |
| CRA Financial Services, LLC | 1,224 | $207.0K | 0.07% | −6−0.5% | Reduced |
| Liberty Capital Management, Inc. | 1,230 | $208.0K | 0.07% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 1,231 | $208.0K | 0.01% | +1,231 | New |
| Narus Financial Partners, LLC | 1,235 | $208.9K | 0.13% | −63−4.9% | Reduced |
| Main Street Financial Solutions, LLC | 1,234 | $209.0K | 0.03% | −490−28.4% | Reduced |
| Santori & Peters | 1,236 | $209.0K | 0.13% | −204−14.2% | Reduced |
| Warren Averett Asset Management, LLC | 1,231 | $209.0K | 0.02% | −8−0.6% | Reduced |
| Cornerstone Wealth Management, LLC | 1,236 | $209.0K | 0.02% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 1,238 | $209.0K | 0.02% | +1,238 | New |
| Chicago Trust Co NA | 1,253 | $211.0K | 0.05% | 00.0% | Unchanged |
| Farmers Trust Co | 1,262 | $213.0K | 0.05% | −146−10.4% | Reduced |
| Old Point Trust & Financial Services N A | 1,260 | $213.0K | 0.10% | 00.0% | Unchanged |
| Dearborn Partners LLC | 1,261 | $213.0K | 0.01% | +1+0.1% | Added |
| Parkside Financial Bank & Trust | 1,262 | $213.0K | 0.07% | +112+9.7% | Added |
| IFP Advisors, Inc | 2,191 | $216.0K | 0.01% | −1,078−33.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,289 | $218.0K | 0.02% | −1,000−43.7% | Reduced |
| IHT Wealth Management, LLC | 1,291 | $218.0K | 0.02% | +60+4.9% | Added |
| First Foundation Advisors | 1,291 | $218.0K | 0.01% | +1,291 | New |
| Krilogy Financial LLC | 1,295 | $219.0K | 0.03% | −16−1.2% | Reduced |
| Old Port Advisors | 1,317 | $220.0K | 0.09% | −46−3.4% | Reduced |
| Oakworth Capital, Inc. | 1,300 | $220.0K | 0.02% | 00.0% | Unchanged |
| Heron Financial Group, LLC | 1,303 | $220.0K | 0.13% | 00.0% | Unchanged |
| Bank Ozk | 1,299 | $220.0K | 0.11% | 00.0% | Unchanged |
| David Loasby | 1,305 | $221.0K | 0.03% | −13−1.0% | Reduced |
| Van Strum & Towne Inc. | 1,304 | $221.0K | 0.09% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 1,314 | $222.0K | 0.10% | 00.0% | Unchanged |
| Hudson Portfolio Management LLC | 1,310 | $222.0K | 0.23% | +25+1.9% | Added |
| Live Oak Private Wealth LLC | 1,314 | $222.0K | 0.05% | +1,314 | New |
| Wedgewood Investors Inc | 1,320 | $223.0K | 0.32% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 1,320 | $223.0K | 0.01% | +1,320 | New |
| Eagle Bay Advisors LLC | 1,322 | $223.5K | 0.14% | +1,322 | New |
| Pettee Investors, Inc. | 1,322 | $224.0K | 0.11% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 1,325 | $224.0K | 0.01% | +1,325 | New |
| Buckingham Strategic Partners | 1,324 | $224.0K | 0.02% | +1,324 | New |
| Wealth Advisory Solutions, LLC | 1,332 | $225.0K | 0.06% | +1,332 | New |
| Cypress Capital Management LLC | 1,338 | $226.0K | 0.03% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,356 | $229.0K | 0.05% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 1,352 | $229.0K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 1,353 | $229.0K | 0.04% | +3+0.2% | Added |
| Capital Investment Advisors, LLC | 1,354 | $229.0K | 0.01% | +1,354 | New |
| Capital Advisory Group Advisory Services, LLC | 1,332 | $230.0K | 0.14% | −4−0.3% | Reduced |
| Henrickson Nauta Wealth Advisors, Inc. | 1,370 | $232.0K | 0.21% | 00.0% | Unchanged |
| Sippican Capital Advisors | 1,375 | $233.0K | 0.23% | −100−6.8% | Reduced |
| Stanley-Laman Group, Ltd. | 1,376 | $233.0K | 0.04% | +1,376 | New |
| Charter Trust Co | 1,383 | $234.0K | 0.02% | +56+4.2% | Added |
| Formidable Asset Management, LLC | 1,409 | $234.0K | 0.05% | +1,409 | New |
| Delphia (USA) Inc. | 1,388 | $235.0K | 0.16% | −2,076−59.9% | Reduced |
| Dudley & Shanley, Inc. | 1,400 | $237.0K | 0.05% | 00.0% | Unchanged |
| Eagle Ridge Investment Management | 1,401 | $237.0K | 0.03% | 00.0% | Unchanged |
| First Nebraska Trust Co | 1,415 | $239.3K | 0.03% | 00.0% | Unchanged |
| New England Asset Management Inc | 1,424 | $241.0K | 0.00% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,516 | $241.0K | 0.06% | +409+36.9% | Added |
| Fairhaven Wealth Management, LLC | 1,444 | $244.0K | 0.11% | −116−7.4% | Reduced |
| Spinnaker Trust | 1,445 | $244.0K | 0.02% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 1,464 | $248.0K | 0.09% | +5+0.3% | Added |
| Evergreen Capital Management LLC | 1,476 | $249.0K | 0.01% | −49−3.2% | Reduced |
| United Asset Strategies, Inc. | 1,475 | $249.0K | 0.04% | +23+1.6% | Added |
| Good Life Advisors, LLC | 1,476 | $250.0K | 0.03% | +114+8.4% | Added |
| D'Orazio & Associates, Inc. | 1,480 | $250.0K | 0.07% | +346+30.5% | Added |
| BBR Partners, LLC | 1,486 | $251.0K | 0.03% | 00.0% | Unchanged |