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 |
|---|---|---|---|---|---|
| Silvant Capital Management LLC | 279 | $47.0K | 0.01% | 00.0% | Unchanged |
| Vestor Capital, LLC | 275 | $47.0K | 0.01% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 261 | $44.0K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 260 | $44.0K | 0.04% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 258 | $44.0K | 0.01% | +2+0.8% | Added |
| American National Bank | 260 | $44.0K | 0.01% | +260 | New |
| Rational Advisors LLC | 254 | $43.0K | 0.00% | +37+17.1% | Added |
| Atwood & Palmer Inc | 248 | $42.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 248 | $42.0K | 0.00% | +12+5.1% | Added |
| Thompson Siegel & Walmsley LLC | 242 | $41.0K | 0.00% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 230 | $39.0K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 231 | $39.0K | 0.03% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 226 | $38.0K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 222 | $38.0K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 223 | $38.0K | 0.00% | +223 | New |
| Gould Capital, LLC | 211 | $36.0K | 0.03% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 210 | $36.0K | 0.00% | +91+76.5% | Added |
| BOK Financial Private Wealth, Inc. | 204 | $35.0K | 0.00% | −1,153−85.0% | Reduced |
| McIlrath & Eck, LLC | 209 | $35.0K | 0.01% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 200 | $34.0K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 202 | $34.0K | 0.01% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 200 | $34.0K | 0.03% | 00.0% | Unchanged |
| Riverview Trust Co | 194 | $33.0K | 0.03% | 00.0% | Unchanged |
| Concord Wealth Partners | 194 | $33.0K | 0.01% | +6+3.2% | Added |
| Hexagon Capital Partners LLC | 195 | $33.0K | 0.01% | +22+12.7% | Added |
| James Investment Research Inc | 197 | $33.0K | 0.00% | +197 | New |
| Accel Wealth Management | 205 | $32.0K | 0.02% | −199−49.3% | Reduced |
| Wolff Wiese Magana LLC | 187 | $32.0K | 0.02% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 193 | $32.0K | 0.00% | +10+5.5% | Added |
| Oliver Lagore Vanvalin Investment Group | 191 | $32.0K | 0.02% | +16+9.1% | Added |
| Cedar Mountain Advisors, LLC | 185 | $31.0K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 179 | $30.0K | 0.02% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 176 | $30.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 173 | $29.0K | 0.00% | +51+41.8% | Added |
| Wellington Shields Capital Management, LLC | 164 | $28.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 164 | $28.0K | 0.01% | −2−1.2% | Reduced |
| Interactive Financial Advisors | 158 | $27.0K | 0.01% | 00.0% | Unchanged |
| US Asset Management LLC | 155 | $26.0K | 0.03% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 150 | $25.4K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 148 | $25.0K | 0.00% | −200−57.5% | Reduced |
| Riggs Asset Managment Co. Inc. | 148 | $25.0K | 0.01% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 150 | $25.0K | 0.01% | 00.0% | Unchanged |
| ACG Wealth | 150 | $25.0K | 0.01% | +150 | New |
| Hudock, Inc. | 143 | $24.0K | 0.01% | 00.0% | Unchanged |
| Trust Co | 144 | $24.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 144 | $24.0K | 0.01% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 143 | $24.0K | 0.01% | +23+19.2% | Added |
| Raffa Wealth Management, LLC | 137 | $23.2K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 138 | $23.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 129 | $22.0K | 0.00% | +14+12.2% | Added |
| Cribstone Capital Management, LLC | 125 | $21.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 123 | $21.0K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 125 | $21.0K | 0.01% | 00.0% | Unchanged |
| Burleson & Company, LLC | 122 | $21.0K | 0.00% | +16+15.1% | Added |
| High Net Worth Advisory Group LLC | 117 | $20.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 116 | $20.0K | 0.00% | +33+39.8% | Added |
| Covington Capital Management | 109 | $18.0K | 0.00% | −139−56.0% | Reduced |
| Howe & Rusling Inc | 107 | $18.0K | 0.00% | +95+791.7% | Added |
| Karlinski Andrew C | 100 | $17.0K | 0.03% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 100 | $16.9K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 100 | $16.0K | 0.00% | −260−72.2% | Reduced |
| Addison Advisors LLC | 90 | $15.0K | 0.01% | −91−50.3% | Reduced |
| SOA Wealth Advisors, LLC. | 91 | $15.0K | 0.00% | −41−31.1% | Reduced |
| Wagner Wealth Management, LLC | 91 | $15.0K | 0.01% | +91 | New |
| Motco | 84 | $14.0K | 0.00% | −16−16.0% | Reduced |
| Toth Financial Advisory Corp | 85 | $14.0K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 83 | $14.0K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 82 | $14.0K | 0.01% | +46+127.8% | Added |
| Albion Financial Group | 76 | $13.0K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 75 | $13.0K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 77 | $13.0K | 0.00% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 71 | $12.0K | 0.01% | −4,281−98.4% | Reduced |
| Clear Perspectives Financial Planning, LLC | 70 | $12.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 68 | $12.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 66 | $11.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 66 | $11.0K | 0.00% | 00.0% | Unchanged |
| St. James Investment Advisors, LLC | 65 | $11.0K | 0.02% | +65 | New |
| Rise Advisors, LLC | 60 | $10.0K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 60 | $10.0K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 57 | $10.0K | 0.00% | 00.0% | Unchanged |
| Benson Investment Management Company, Inc. | 56 | $9.00K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 56 | $9.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 48 | $9.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 56 | $9.00K | 0.00% | +33+143.5% | Added |
| Rosenberg Matthew Hamilton | 50 | $9.00K | 0.00% | +50 | New |
| WFA of San Diego, LLC | 54 | $9.00K | 0.01% | +54 | New |
| Mizuho Securities Co. Ltd. | 50 | $8.00K | 0.00% | +1+2.0% | Added |
| First Personal Financial Services | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 45 | $8.00K | 0.00% | +45 | New |
| Morton Brown Family Wealth, LLC | 48 | $8.00K | 0.01% | +48 | New |
| Financial Management Professionals, Inc. | 40 | $7.00K | 0.00% | −54−57.4% | Reduced |
| Versant Capital Management, Inc | 43 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 40 | $7.00K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 41 | $7.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 43 | $7.00K | 0.00% | +4+10.3% | Added |
| Kozak & Associates, Inc. | 43 | $7.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 41 | $7.00K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 132 | $6.26K | 0.01% | −262−66.5% | Reduced |
| Cranbrook Wealth Management, LLC | 34 | $6.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 33 | $6.00K | 0.00% | −1−2.9% | Reduced |