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 |
|---|---|---|---|---|---|
| Prime Capital Investment Advisors, LLC | 1,190 | $201.0K | 0.01% | −604−33.7% | Reduced |
| Creative Financial Designs Inc | 1,118 | $189.0K | 0.03% | +1,102+6,887.5% | Added |
| JFS Wealth Advisors, LLC | 1,113 | $188.0K | 0.02% | +79+7.6% | Added |
| Caldwell Trust Co | 1,101 | $186.2K | 0.03% | +178+19.3% | Added |
| Blume Capital Management, Inc. | 1,100 | $186.0K | 0.07% | 00.0% | Unchanged |
| Washington Trust Co | 1,095 | $185.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,082 | $183.0K | 0.05% | +236+27.9% | Added |
| Farmers & Merchants Investments Inc | 1,063 | $180.0K | 0.01% | −20−1.8% | Reduced |
| Key Financial Inc | 1,036 | $177.0K | 0.10% | 00.0% | Unchanged |
| Covestor Ltd | 1,008 | $171.0K | 0.14% | −890−46.9% | Reduced |
| Pin Oak Investment Advisors Inc | 997 | $169.0K | 0.21% | 00.0% | Unchanged |
| Pflug Koory, LLC | 998 | $169.0K | 0.10% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 996 | $165.0K | 0.16% | +4+0.4% | Added |
| MV Capital Management, Inc. | 970 | $164.0K | 0.03% | +16+1.7% | Added |
| Tompkins Financial Corp | 955 | $162.0K | 0.03% | −82−7.9% | 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 |
| Quent Capital, LLC | 946 | $160.0K | 0.03% | −21−2.2% | Reduced |
| Estabrook Capital Management | 940 | $159.0K | 0.03% | 00.0% | Unchanged |
| Clean Yield Group | 900 | $152.0K | 0.06% | −92−9.3% | Reduced |
| Northern Oak Wealth Management Inc | 895 | $151.0K | 0.02% | −332−27.1% | Reduced |
| Sageworth Trust Co | 895 | $151.0K | 0.01% | 00.0% | Unchanged |
| Curi Capital | 892 | $151.0K | 0.03% | +838+1,551.9% | Added |
| United Community Bank | 890 | $150.5K | 0.16% | −10−1.1% | Reduced |
| Global Trust Asset Management, LLC | 889 | $150.0K | 0.07% | −925−51.0% | Reduced |
| Blue Chip Partners, Inc. | 878 | $149.0K | 0.02% | +5+0.6% | Added |
| Loomis Sayles & Co L P | 873 | $148.0K | 0.00% | +706+422.8% | Added |
| Fairfield, Bush & Co. | 876 | $148.0K | 0.09% | +876 | New |
| Mascoma Wealth Management LLC | 872 | $147.0K | 0.05% | 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 |
| Global Financial Private Client, LLC | 800 | $136.9K | 0.08% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 795 | $134.0K | 0.03% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 785 | $133.0K | 0.01% | −3−0.4% | Reduced |
| FourThought Financial, LLC | 774 | $131.0K | 0.02% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 750 | $127.0K | 0.04% | +200+36.4% | Added |
| Field & Main Bank | 743 | $126.0K | 0.08% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 738 | $125.0K | 0.01% | +738 | New |
| Graves-Light Private Wealth Management, Inc. | 732 | $124.0K | 0.02% | −83−10.2% | Reduced |
| 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 |
| Kistler-Tiffany Companies, LLC | 679 | $115.0K | 0.03% | −60−8.1% | Reduced |
| Adirondack Trust Co | 680 | $115.0K | 0.06% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 676 | $114.0K | 0.01% | +75+12.5% | Added |
| Monetary Management Group Inc | 650 | $110.0K | 0.03% | 00.0% | Unchanged |
| City Holding Co | 636 | $108.0K | 0.02% | −28−4.2% | Reduced |
| Annapolis Financial Services, LLC | 638 | $108.0K | 0.04% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 628 | $106.0K | 0.20% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 627 | $106.0K | 0.08% | +627 | New |
| Baystate Wealth Management LLC | 613 | $104.0K | 0.01% | +1+0.2% | Added |
| 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 |
| Endurance Wealth Management, Inc. | 596 | $101.0K | 0.02% | 00.0% | Unchanged |
| Bray Capital Advisors | 596 | $101.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| Pinebridge Investments, L.P. | 568 | $96.0K | 0.00% | −17,830−96.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 564 | $95.0K | 0.01% | +1+0.2% | Added |
| Global Retirement Partners, LLC | 558 | $94.0K | 0.01% | −5−0.9% | Reduced |
| Spartan Planning & Wealth Management | 550 | $93.0K | 0.12% | +550 | New |
| O'Dell Group, LLC | 539 | $91.0K | 0.03% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 531 | $90.0K | 0.02% | +3+0.6% | Added |
| Rocky Mountain Advisers, LLC | 515 | $87.0K | 0.11% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 477 | $81.0K | 0.00% | −61−11.3% | Reduced |
| Duncker Streett & Co Inc | 478 | $81.0K | 0.02% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 474 | $80.0K | 0.02% | −52−9.9% | Reduced |
| First Command Bank | 466 | $79.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 466 | $79.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 460 | $78.0K | 0.02% | −172−27.2% | Reduced |
| Peoples Financial Services Corp. | 459 | $78.0K | 0.04% | 00.0% | Unchanged |
| Gradient Investments LLC | 453 | $77.0K | 0.00% | −18−3.8% | Reduced |
| IMA Wealth, Inc. | 451 | $76.0K | 0.02% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 443 | $75.0K | 0.06% | +2+0.5% | Added |
| West Paces Advisors Inc. | 443 | $74.9K | 0.03% | +139+45.7% | 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 |
| Arlington Partners LLC | 391 | $66.0K | 0.02% | +239+157.2% | Added |
| 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 |
| Lee Financial Co | 371 | $63.0K | 0.01% | −11−2.9% | Reduced |
| CVA Family Office, LLC | 362 | $61.0K | 0.02% | +86+31.2% | Added |
| Charter Oak Capital Management, LLC | 353 | $60.0K | 0.01% | −125−26.2% | Reduced |
| Atlas Capital Advisors LLC | 349 | $59.0K | 0.01% | +89+34.2% | Added |
| Central Bank & Trust Co | 340 | $58.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Washington Trust Advisors, Inc. | 321 | $54.0K | 0.00% | +1+0.3% | Added |
| Sargent Bickham Lagudis LLC | 315 | $53.0K | 0.00% | +18+6.1% | Added |
| Ellevest, Inc. | 313 | $53.0K | 0.00% | +61+24.2% | Added |
| Norwood Financial Corp | 310 | $52.0K | 0.09% | 00.0% | Unchanged |
| Crewe Advisors LLC | 299 | $51.0K | 0.01% | +42+16.3% | Added |
| 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 |
| Financial Perspectives, Inc | 290 | $49.0K | 0.03% | 00.0% | Unchanged |
| 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 |