Skip to main content

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.

Institutional holdersQ2 2022: 1,222 institutions
Q1 2021: 1,172 institutionsQ2 2021: 1,138 institutionsQ3 2021: 1,137 institutionsQ4 2021: 1,229 institutionsQ1 2022: 1,277 institutionsQ2 2022: 1,222 institutionsQ3 2022: 1,204 institutionsQ4 2022: 1,304 institutionsQ1 2023: 1,270 institutionsQ2 2023: 1,288 institutionsQ3 2023: 1,260 institutionsQ4 2023: 1,334 institutionsQ1 2024: 1,452 institutionsQ2 2024: 1,415 institutionsQ3 2024: 1,471 institutionsQ4 2024: 1,590 institutionsQ1 2025: 1,645 institutionsQ2 2025: 1,639 institutionsQ3 2025: 1,681 institutionsQ4 2025: 1,780 institutionsQ1 2026: 1,805 institutionsQ2 2026: 1,869 institutions
Value heldQ2 2022: $33.1B
Q1 2021: $31.5BQ2 2021: $31.0BQ3 2021: $31.1BQ4 2021: $31.3BQ1 2022: $36.0BQ2 2022: $33.1BQ3 2022: $29.7BQ4 2022: $36.0BQ1 2023: $32.3BQ2 2023: $32.5BQ3 2023: $30.5BQ4 2023: $36.0BQ1 2024: $43.6BQ2 2024: $38.8BQ3 2024: $44.0BQ4 2024: $45.6BQ1 2025: $49.8BQ2 2025: $50.7BQ3 2025: $51.9BQ4 2025: $53.8BQ1 2026: $52.1BQ2 2026: $61.0B
Institutions holding TRV and their total value by quarter
QuarterHoldersValue
Q2 20261,869$61.0B
Q1 20261,805$52.1B
Q4 20251,780$53.8B
Q3 20251,681$51.9B
Q2 20251,639$50.7B
Q1 20251,645$49.8B
Q4 20241,590$45.6B
Q3 20241,471$44.0B
Q2 20241,415$38.8B
Q1 20241,452$43.6B
Q4 20231,334$36.0B
Q3 20231,260$30.5B
Q2 20231,288$32.5B
Q1 20231,270$32.3B
Q4 20221,304$36.0B
Q3 20221,204$29.7B
Q2 20221,222$33.1B
Q1 20221,277$36.0B
Q4 20211,229$31.3B
Q3 20211,137$31.1B
Q2 20211,138$31.0B
Q1 20211,172$31.5B

Institutions, Q2 2022

Shares, value and share of portfolio for each institution holding Travelers Companies, Inc.; share changes are against Q1 2022.

Institutions holding TRV in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
SlateStone Wealth, LLC2,087$353.0K0.09%+886+73.8%Added
Two Sigma Securities, LLC2,108$357.0K0.06%+239+12.8%Added
Arcus Capital Partners, LLC2,120$359.0K0.16%−9−0.4%Reduced
Smith, Moore & Co.2,125$359.0K0.06%00.0%Unchanged
Valley Brook Capital Group2,127$359.0K0.37%00.0%Unchanged
Coastal Bridge Advisors, LLC2,131$360.0K0.11%+3+0.1%Added
Jarislowsky, Fraser Ltd2,140$361.0K0.00%00.0%Unchanged
Integrated Advisors Network LLC2,143$362.0K0.02%+164+8.3%Added
Hilltop Holdings Inc.2,156$364.0K0.05%+4+0.2%Added
Assetmark, Inc2,181$369.0K0.00%−235−9.7%Reduced
Doyle Wealth Management2,184$369.0K0.03%−3−0.1%Reduced
V Wealth Advisors LLC2,192$370.0K0.07%+10.0%Added
Trustcore Financial Services, LLC2,200$372.0K0.03%00.0%Unchanged
Intercontinental Wealth Advisors, LLC2,197$372.0K0.10%00.0%Unchanged
ForthRight Wealth Management, LLC2,214$374.0K0.21%00.0%Unchanged
Salvus Wealth Management, LLC2,219$375.0K0.34%−50−2.2%Reduced
Green Square Capital Advisors LLC2,217$375.0K0.07%00.0%Unchanged
Veracity Capital LLC2,220$375.0K0.20%+156+7.6%Added
WFA Asset Management Corp2,219$375.3K0.26%+11+0.5%Added
Oberweis Asset Management Inc2,222$376.0K0.10%+2+0.1%Added
Grimes & Company, Inc.2,220$376.0K0.02%+50+2.3%Added
Johnson Investment Counsel Inc2,221$376.0K0.01%+138+6.6%Added
Verition Fund Management LLC2,222$376.0K0.01%+894+67.3%Added
Warther Private Wealth, LLC2,206$378.0K0.28%00.0%Unchanged
Castle Rock Wealth Management, LLC2,234$379.0K0.19%+770+52.6%Added
First Citizens Bank & Trust Co2,245$380.0K0.01%+74+3.4%Added
Appleton Partners Inc2,262$383.0K0.04%+71+3.2%Added
Mendel Money Management2,270$384.0K0.23%−25−1.1%Reduced
Wilbanks Smith & Thomas Asset Management LLC2,276$385.0K0.02%−10.0%Reduced
Summit Global Investments2,295$388.0K0.03%−10.0%Reduced
Shepherd Kaplan Krochuk, LLC2,300$389.0K0.17%00.0%Unchanged
First National Bank of South Miami2,310$390.0K0.27%00.0%Unchanged
First National Corp2,307$390.0K0.10%+66+2.9%Added
TCI Wealth Advisors, Inc.2,311$391.0K0.06%−38−1.6%Reduced
Centaurus Financial, Inc.2,310$391.0K0.04%+803+53.3%Added
Boston Trust Walden Corp2,328$394.0K0.00%−127−5.2%Reduced
River Wealth Advisors LLC2,355$398.0K0.07%−110−4.5%Reduced
Modera Wealth Management, LLC2,354$398.0K0.02%+19+0.8%Added
CWA Asset Management Group, LLC2,362$399.0K0.04%+4+0.2%Added
Great Valley Advisor Group, Inc.2,378$402.0K0.02%+900+60.9%Added
Harbour Capital Advisors, LLC2,390$404.0K0.13%00.0%Unchanged
Williams Jones Wealth Management, LLC.2,389$404.0K0.01%+2,389New
New Potomac Partners, LLC2,395$405.0K0.33%00.0%Unchanged
Farmers & Merchants Trust Co of Long Beach2,427$410.0K0.13%00.0%Unchanged
Fund Management at Engine No. 1 LLC2,424$410.0K0.11%+383+18.8%Added
Equitable Holdings, Inc.2,430$411.0K0.01%−287−10.6%Reduced
Fayez Sarofim & Co2,435$412.0K0.00%00.0%Unchanged
Van Eck Associates Corp2,443$413.0K0.00%+600+32.6%Added
Carlson Capital Management2,447$414.0K0.04%−525−17.7%Reduced
Foundation Resource Management Inc2,448$414.0K0.07%00.0%Unchanged
Carnegie Capital Asset Management, LLC2,449$414.0K0.02%+2,449New
Fortem Financial Group, LLC2,474$418.0K0.27%−8,763−78.0%Reduced
MJP Associates Inc2,478$419.0K0.12%+921+59.2%Added
Choate Investment Advisors2,479$420.0K0.03%−618−20.0%Reduced
Donaldson Capital Management, LLC2,487$421.0K0.02%−16−0.6%Reduced
Edge Capital Group, LLC2,489$421.0K0.04%−2−0.1%Reduced
Alhambra Investment Partners LLC2,490$421.0K0.30%+15+0.6%Added
Dorsey & Whitney Trust CO LLC2,528$427.0K0.04%−171−6.3%Reduced
Moody Lynn & Lieberson, LLC2,527$427.0K0.04%00.0%Unchanged
Trust Asset Management LLC2,533$428.0K0.06%+31+1.2%Added
SeaCrest Wealth Management, LLC2,541$430.0K0.05%+93+3.8%Added
Crestwood Advisors Group LLC2,560$433.0K0.01%−124−4.6%Reduced
International Assets Investment Management, LLC2,580$436.0K0.09%+59+2.3%Added
First National Bank Sioux Falls2,606$441.0K0.56%−425−14.0%Reduced
ARGI Investment Services, LLC2,609$441.0K0.01%+153+6.2%Added
Steward Financial Group LLC2,618$442.0K0.37%+48+1.9%Added
Gibraltar Capital Management, Inc.2,617$443.0K0.22%+78+3.1%Added
Laurel Wealth Advisors, Inc.2,620$443.0K0.05%+85+3.4%Added
Ronald Blue Trust, Inc.2,427$444.0K0.01%+2,427New
Lombard Odier Asset Management (Switzerland) SA2,634$445.0K0.04%+2,634New
Associated Banc-Corp2,642$447.0K0.02%00.0%Unchanged
Intersect Capital LLC2,659$450.0K0.14%−2,373−47.2%Reduced
InterOcean Capital Group, LLC2,661$450.0K0.02%+2,661New
Graham Capital Management, L.P.2,669$451.0K0.02%−7,113−72.7%Reduced
Searle & Co.2,673$452.0K0.18%00.0%Unchanged
Tradition Wealth Management, LLC2,670$452.0K0.07%00.0%Unchanged
Axxcess Wealth Management, LLC2,690$455.0K0.04%+1,266+88.9%Added
Northcape Wealth Management, LLC2,700$457.0K0.17%00.0%Unchanged
Ascent Group, LLC2,888$458.0K0.05%−11−0.4%Reduced
Wedbush Securities Inc2,714$459.0K0.02%+109+4.2%Added
Baker Avenue Asset Management, LP2,711$459.0K0.03%+2,711New
Courier Capital LLC2,718$460.0K0.05%+100+3.8%Added
Tokio Marine Asset Management Co Ltd2,717$460.0K0.04%+360+15.3%Added
Northeast Investment Management2,732$462.0K0.03%−270−9.0%Reduced
WMS Partners, LLC2,746$464.0K0.07%−640−18.9%Reduced
Girard Partners Ltd.2,752$465.0K0.06%−78−2.8%Reduced
Hennion & Walsh Asset Management, Inc.2,756$466.0K0.03%+2,756New
Penserra Capital Management LLC2,792$471.0K0.01%−1,148−29.1%Reduced
IFG Advisory, LLC2,792$472.0K0.05%−1,717−38.1%Reduced
Cozad Asset Management Inc2,790$472.0K0.07%+101+3.8%Added
Kestra Private Wealth Services, LLC2,835$479.0K0.03%+576+25.5%Added
Clarius Group, LLC2,830$479.0K0.05%+262+10.2%Added
Karpas Strategies, LLC2,840$480.0K0.17%00.0%Unchanged
HighMark Wealth Management LLC2,838$480.0K0.39%+15+0.5%Added
Sawtooth Solutions, LLC2,837$480.0K0.06%+472+20.0%Added
Prio Wealth Limited Partnership2,847$481.5K0.02%00.0%Unchanged
Ledyard National Bank2,857$483.0K0.06%−23−0.8%Reduced
Inscription Capital, LLC2,854$483.0K0.09%+1,633+133.7%Added
Alpha Paradigm Partners, LLC2,871$486.0K0.20%+2,656+1,235.3%Added
Lewis Capital Management, LLC2,899$490.0K0.70%00.0%Unchanged