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 |
|---|---|---|---|---|---|
| MONECO Advisors, LLC | 1,483 | $251.0K | 0.10% | +1,483 | New |
| Guardian Wealth Advisors, LLC | 1,486 | $251.0K | 0.05% | +1,486 | New |
| Zeke Capital Advisors, LLC | 1,490 | $252.0K | 0.02% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 1,495 | $253.0K | 0.13% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 1,498 | $253.0K | 0.02% | +48+3.3% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 1,500 | $254.0K | 0.02% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 1,500 | $254.0K | 0.14% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,510 | $255.4K | 0.04% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 1,522 | $257.0K | 0.16% | 00.0% | Unchanged |
| Windsor Capital Management, LLC | 1,524 | $257.0K | 0.09% | +2+0.1% | Added |
| Eagle Harbor Asset Management Inc | 1,522 | $257.4K | 0.40% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,526 | $258.0K | 0.06% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 1,523 | $258.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,535 | $260.0K | 0.02% | −1−0.1% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 1,552 | $260.0K | 0.08% | +7+0.5% | Added |
| Krane Funds Advisors LLC | 1,551 | $262.0K | 0.01% | −739−32.3% | Reduced |
| Burke & Herbert Bank & Trust Co | 1,562 | $264.0K | 0.20% | −184−10.5% | Reduced |
| Graypoint LLC | 1,570 | $265.0K | 0.03% | −1,404−47.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,564 | $265.0K | 0.03% | −22−1.4% | Reduced |
| Thomasville National Bank | 1,570 | $266.0K | 0.03% | −100−6.0% | Reduced |
| Somerville Kurt F | 1,575 | $266.0K | 0.05% | 00.0% | Unchanged |
| Sloy Dahl & Holst, LLC | 1,574 | $266.0K | 0.06% | 00.0% | Unchanged |
| Wade G W & Inc | 1,573 | $266.0K | 0.01% | 00.0% | Unchanged |
| Brendel Financial Advisors LLC | 1,570 | $266.0K | 0.23% | 00.0% | Unchanged |
| AIA Group Ltd | 1,573 | $266.0K | 0.01% | +1,125+251.1% | Added |
| Sentry Investment Management LLC | 1,581 | $267.0K | 0.12% | −308−16.3% | Reduced |
| CX Institutional | 1,579 | $267.0K | 0.02% | +1,579 | New |
| Shelton Capital Management | 1,583 | $268.0K | 0.01% | 00.0% | Unchanged |
| Budros, Ruhlin & Roe, Inc. | 1,591 | $269.0K | 0.03% | 00.0% | Unchanged |
| Alps Advisors Inc | 1,588 | $269.0K | 0.00% | +182+12.9% | Added |
| Csenge Advisory Group | 1,593 | $269.0K | 0.02% | +244+18.1% | Added |
| Bickling Financial Services, Inc. | 1,598 | $270.0K | 0.17% | +55+3.6% | Added |
| Relaxing Retirement Coach | 1,600 | $271.0K | 0.14% | 00.0% | Unchanged |
| HighTower Trust Services, LTA | 5,759 | $271.0K | 0.05% | +5,759 | New |
| Orion Portfolio Solutions, LLC | 1,608 | $272.0K | 0.01% | −106−6.2% | Reduced |
| Renaissance Group LLC | 1,616 | $273.0K | 0.01% | −10−0.6% | Reduced |
| Bryn Mawr Trust Co | 1,610 | $273.0K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,619 | $274.0K | 0.03% | 00.0% | Unchanged |
| Wealth Effects LLC | 1,629 | $276.0K | 0.17% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,631 | $276.0K | 0.04% | +5+0.3% | Added |
| Leavell Investment Management, Inc. | 1,639 | $277.0K | 0.02% | +179+12.3% | Added |
| Schmidt P J Investment Management Inc | 1,650 | $278.0K | 0.06% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 1,647 | $279.0K | 0.58% | −2,407−59.4% | Reduced |
| Gotham Asset Management, LLC | 1,648 | $279.0K | 0.01% | −983−37.4% | Reduced |
| Essex Savings Bank | 1,657 | $280.0K | 0.11% | −29−1.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 1,666 | $281.0K | 0.03% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 1,688 | $285.0K | 0.19% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,698 | $287.0K | 0.02% | +23+1.4% | Added |
| Transcend Wealth Collective, LLC | 1,700 | $288.0K | 0.03% | +42+2.5% | Added |
| NorthRock Partners, LLC | 1,700 | $288.0K | 0.03% | +354+26.3% | Added |
| Cobblestone Capital Advisors LLC | 1,713 | $290.0K | 0.02% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 1,720 | $291.0K | 0.02% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 1,728 | $292.0K | 0.08% | 00.0% | Unchanged |
| D L Carlson Investment Group Inc | 1,730 | $293.0K | 0.06% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 1,732 | $293.0K | 0.05% | +138+8.7% | Added |
| First Farmers & Merchants Bank / Trust | 1,737 | $294.0K | 0.36% | 00.0% | Unchanged |
| BFSG, LLC | 1,739 | $294.0K | 0.05% | +1,739 | New |
| McKinley Carter Wealth Services, Inc. | 1,744 | $295.0K | 0.03% | −49−2.7% | Reduced |
| Aptus Capital Advisors, LLC | 1,762 | $298.0K | 0.01% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 1,775 | $300.0K | 0.03% | 00.0% | Unchanged |
| Great Point Wealth Advisors, LLC | 1,775 | $300.0K | 0.11% | 00.0% | Unchanged |
| American Trust | 1,771 | $300.0K | 0.02% | +43+2.5% | Added |
| Lido Advisors, LLC | 1,778 | $300.0K | 0.01% | +76+4.5% | Added |
| Basepoint Wealth LLC | 1,783 | $301.6K | 0.31% | −60−3.3% | Reduced |
| Fiduciary Group LLC | 1,788 | $302.0K | 0.04% | 00.0% | Unchanged |
| Destination Wealth Management | 1,813 | $307.0K | 0.01% | +114+6.7% | Added |
| Karp Capital Management Corp | 1,819 | $308.0K | 0.05% | +522+40.2% | Added |
| South State Corp. | 1,838 | $311.0K | 0.03% | −25−1.3% | Reduced |
| Advisors Management Group Inc | 1,839 | $311.0K | 0.11% | 00.0% | Unchanged |
| Stillwater Investment Management, LLC | 1,840 | $311.0K | 0.09% | +1+0.1% | Added |
| Nwam LLC | 1,847 | $311.0K | 0.03% | +654+54.8% | Added |
| Procyon Private Wealth Partners, LLC | 1,849 | $313.0K | 0.07% | +77+4.3% | Added |
| Athena Investment Management | 1,868 | $316.0K | 0.25% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 1,880 | $318.0K | 0.39% | +35+1.9% | Added |
| Investors Research Corp | 1,887 | $319.0K | 0.10% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 1,885 | $319.0K | 0.02% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 1,919 | $324.0K | 0.06% | −10,149−84.1% | Reduced |
| Whalerock Point Partners, LLC | 1,915 | $324.0K | 0.14% | 00.0% | Unchanged |
| Marco Investment Management LLC | 1,935 | $327.0K | 0.04% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 1,930 | $327.0K | 0.06% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 1,936 | $327.0K | 0.06% | +758+64.3% | Added |
| Mayfair Advisory Group, LLC | 2,078 | $330.0K | 0.43% | +61+3.0% | Added |
| Defined Wealth Management, LLC | 1,954 | $330.0K | 0.34% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 1,955 | $331.0K | 0.07% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,961 | $332.0K | 0.02% | +300+18.1% | Added |
| Altfest L J & Co Inc | 1,969 | $333.0K | 0.06% | −6−0.3% | Reduced |
| Gryphon Financial Partners LLC | 1,974 | $334.0K | 0.08% | +152+8.3% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,983 | $335.0K | 0.19% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,982 | $335.2K | 0.13% | −3−0.2% | Reduced |
| Evermay Wealth Management LLC | 1,990 | $337.0K | 0.07% | −75−3.6% | Reduced |
| BLB&B Advisors, LLC | 1,992 | $337.0K | 0.03% | −10−0.5% | Reduced |
| Stockman Wealth Management, Inc. | 2,022 | $342.0K | 0.09% | +125+6.6% | Added |
| 9258 Wealth Management, LLC | 2,022 | $342.0K | 0.09% | +374+22.7% | Added |
| City State Bank | 2,031 | $344.0K | 0.24% | −856−29.7% | Reduced |
| Snowden Capital Advisors LLC | 2,036 | $344.0K | 0.02% | +61+3.1% | Added |
| Plante Moran Financial Advisors, LLC | 2,040 | $345.0K | 0.06% | +2,039+203,900.0% | Added |
| Flagship Harbor Advisors, LLC | 2,054 | $347.0K | 0.04% | +416+25.4% | Added |
| Cambria Investment Management, L.P. | 2,065 | $349.0K | 0.05% | +2,065 | New |
| Quantinno Capital Management LP | 2,068 | $350.0K | 0.05% | +2,068 | New |
| Keystone Financial Group | 2,074 | $351.0K | 0.07% | 00.0% | Unchanged |