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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| Burke & Herbert Bank & Trust Co | 1,562 | $264.0K | 0.20% | −184−10.5% | Reduced |
| Krane Funds Advisors LLC | 1,551 | $262.0K | 0.01% | −739−32.3% | Reduced |
| 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 |
| 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 |
| Eagle Harbor Asset Management Inc | 1,522 | $257.4K | 0.40% | 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 |
| Anchor Investment Management, LLC | 1,510 | $255.4K | 0.04% | 00.0% | Unchanged |
| 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 |
| 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 |
| Zeke Capital Advisors, LLC | 1,490 | $252.0K | 0.02% | 00.0% | Unchanged |
| BBR Partners, LLC | 1,486 | $251.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Marino, Stram & Associates LLC | 1,464 | $248.0K | 0.09% | +5+0.3% | 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 |
| 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 |
| First Nebraska Trust Co | 1,415 | $239.3K | 0.03% | 00.0% | Unchanged |
| 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 |
| Delphia (USA) Inc. | 1,388 | $235.0K | 0.16% | −2,076−59.9% | Reduced |
| 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 |
| 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 |
| Henrickson Nauta Wealth Advisors, Inc. | 1,370 | $232.0K | 0.21% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 1,332 | $230.0K | 0.14% | −4−0.3% | Reduced |
| 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 |
| Cypress Capital Management LLC | 1,338 | $226.0K | 0.03% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 1,332 | $225.0K | 0.06% | +1,332 | 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 |
| Eagle Bay Advisors LLC | 1,322 | $223.5K | 0.14% | +1,322 | 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 |
| 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 |
| 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 |
| 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 |
| Krilogy Financial LLC | 1,295 | $219.0K | 0.03% | −16−1.2% | 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 |
| IFP Advisors, Inc | 2,191 | $216.0K | 0.01% | −1,078−33.0% | Reduced |
| 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 |
| Chicago Trust Co NA | 1,253 | $211.0K | 0.05% | 00.0% | Unchanged |
| 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 |
| Narus Financial Partners, LLC | 1,235 | $208.9K | 0.13% | −63−4.9% | 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 |
| 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 |
| Laffer Tengler Investments | 1,217 | $205.8K | 0.07% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Foundations Investment Advisors, LLC | 1,186 | $202.0K | 0.01% | +1,186 | New |