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
Impax Asset Management Group plc8,265$1.40M0.01%−87−1.0%Reduced
Blueshift Asset Management, LLC8,265$1.40M0.23%+1,827+28.4%Added
Kentucky Retirement Systems Insurance Trust Fund8,198$1.39M0.13%+1,079+15.2%Added
Meiji Yasuda Life Insurance Co8,188$1.39M0.02%−530−6.1%Reduced
Parallel Advisors, LLC8,042$1.36M0.06%+339+4.4%Added
Fifth Third Bancorp7,988$1.35M0.01%+941+13.4%Added
Moody National Bank Trust Division7,980$1.35M0.14%−6,873−46.3%Reduced
Mitchell McLeod Pugh & Williams Inc7,946$1.34M0.52%00.0%Unchanged
Argent Advisors, Inc.7,920$1.34M0.75%+202+2.6%Added
Investment Management of Virginia LLC7,917$1.34M0.28%−48−0.6%Reduced
Ferguson Wellman Capital Management, Inc7,918$1.34M0.05%−15−0.2%Reduced
Jacobi Capital Management LLC7,794$1.32M0.18%+131+1.7%Added
Ancora Advisors, LLC7,744$1.31M0.04%+11+0.1%Added
Symmetry Partners, LLC7,707$1.30M0.09%+2,946+61.9%Added
Worth Asset Management, LLC7,673$1.30M0.89%+7,657+47,856.3%Added
Prudential PLC7,392$1.25M0.02%+840+12.8%Added
Profund Advisors LLC7,244$1.23M0.08%−721−9.1%Reduced
Connecticut Wealth Management, LLC7,238$1.22M0.11%+12+0.2%Added
Tevis Investment Management7,176$1.21M1.16%+500+7.5%Added
Ritholtz Wealth Management7,172$1.21M0.08%+739+11.5%Added
DAGCO, Inc.7,152$1.21M0.62%−122−1.7%Reduced
Guardian Capital Advisors LP7,748$1.21M0.14%−358−4.4%Reduced
GSB Wealth Management, LLC7,132$1.21M0.41%+18+0.3%Added
Vaughan David Investments LLC7,098$1.20M0.04%−133−1.8%Reduced
Gifford Fong Associates7,000$1.18M0.28%00.0%Unchanged
Essex Financial Services, Inc.6,930$1.17M0.13%+84+1.2%Added
Atlantic Union Bankshares Corp6,929$1.17M0.12%+104+1.5%Added
Vestcor Inc6,916$1.17M0.04%+3,023+77.7%Added
Eagle Capital Management LLC6,900$1.17M0.01%00.0%Unchanged
Toews Corp6,900$1.17M0.78%+6,900New
Advisor OS, LLC6,871$1.16M0.34%+2,526+58.1%Added
National Bank of Canada6,798$1.16M0.01%−33,518−83.1%Reduced
Silvercrest Asset Management Group LLC6,792$1.15M0.01%−500−6.9%Reduced
Veriti Management LLC6,778$1.15M0.16%+604+9.8%Added
Asset Allocation & Management Company, LLC6,768$1.15M0.48%00.0%Unchanged
Wesbanco Bank Inc6,754$1.14M0.05%+1,995+41.9%Added
Resources Management Corp6,642$1.12M0.18%00.0%Unchanged
We Are One Seven, LLC6,636$1.12M0.15%−111−1.6%Reduced
Cubic Asset Management, LLC6,596$1.12M0.30%00.0%Unchanged
Institute for Wealth Management, LLC.6,573$1.11M0.22%−74−1.1%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main6,572$1.11M0.00%00.0%Unchanged
Ballast, Inc.6,537$1.10M0.52%−150−2.2%Reduced
Venture Visionary Partners LLC6,436$1.09M0.08%−21−0.3%Reduced
Harvest Volatility Management LLC6,400$1.08M0.17%+515+8.8%Added
Diversified Trust Co6,308$1.07M0.04%+1,282+25.5%Added
Bokf, NA6,263$1.06M0.02%−639−9.3%Reduced
Tocqueville Asset Management L.P.6,250$1.06M0.02%−206−3.2%Reduced
Corsicana & Co.6,224$1.05M0.83%−140−2.2%Reduced
Tectonic Advisors LLC6,215$1.05M0.19%+639+11.5%Added
Natixis Investment Managers International6,214$1.05M0.02%−793−11.3%Reduced
Bard Financial Services, Inc.6,185$1.05M0.10%00.0%Unchanged
Signaturefd, LLC6,127$1.04M0.04%+331+5.7%Added
Private Trust Co NA6,120$1.03M0.16%+2,710+79.5%Added
Lifeworks Advisors, LLC6,102$1.03M0.65%+227+3.9%Added
Elmwood Wealth Management, Inc.6,034$1.02M0.58%−110−1.8%Reduced
Studio Investment Management LLC5,968$1.01M0.35%00.0%Unchanged
Ashton Thomas Private Wealth, LLC5,954$1.01M0.11%+275+4.8%Added
Aureus Asset Management, LLC5,930$1.00M0.08%−500−7.8%Reduced
AE Wealth Management LLC5,911$1.00M0.01%−202−3.3%Reduced
Redpoint Investment Management Pty Ltd5,841$988.0K0.12%00.0%Unchanged
Bowling Portfolio Management LLC5,839$988.0K0.25%+5,839New
Alera Investment Advisors, LLC5,817$985.0K0.28%−1,034−15.1%Reduced
Focus Financial Network, Inc.5,768$975.5K0.08%+19+0.3%Added
Teza Capital Management LLC5,721$968.0K0.37%−645−10.1%Reduced
Weik Capital Management5,725$968.0K0.44%00.0%Unchanged
Pendal Group Limited5,676$960.0K0.01%−10,441−64.8%Reduced
M Holdings Securities, Inc.5,548$938.0K0.09%+230+4.3%Added
Financial Advisory Service, Inc.5,507$931.0K0.10%−272−4.7%Reduced
Douglass Winthrop Advisors, LLC5,480$927.0K0.03%00.0%Unchanged
Roundview Capital LLC5,483$927.0K0.11%+154+2.9%Added
AGF Investments LLC5,451$922.0K0.09%+728+15.4%Added
Bellwether Advisors, LLC5,416$916.0K0.29%+5,416New
MUFG Americas Holdings Corp5,388$911.0K0.02%−1,673−23.7%Reduced
Clear Street Markets LLC5,385$911.0K0.31%+5,085+1,695.0%Added
DCM Advisors, LLC5,357$906.0K0.39%+589+12.4%Added
Cetera Advisors LLC5,253$888.0K0.02%+503+10.6%Added
Fiduciary Trust Co5,211$881.0K0.02%−1,220−19.0%Reduced
Corient Capital Partners, LLC5,206$881.0K0.07%−497−8.7%Reduced
Wealth Quarterback LLC5,118$866.0K0.68%+5,118New
Guyasuta Investment Advisors Inc5,112$865.0K0.07%00.0%Unchanged
Empirical Finance, LLC5,107$864.0K0.11%+260+5.4%Added
Grantham, Mayo, Van Otterloo & Co. LLC5,073$858.0K0.00%+5,073New
Academy Capital Management Inc5,070$857.0K0.16%−800−13.6%Reduced
Terry L. Blaker5,070$857.0K0.08%−46−0.9%Reduced
Hanson & Doremus Investment Management5,053$855.0K0.21%00.0%Unchanged
Buckingham Strategic Wealth, LLC5,028$850.0K0.02%+5,028New
Investors Asset Management of Georgia Inc5,011$848.0K0.44%00.0%Unchanged
Lederer & Associates Investment Counsel4,987$843.0K0.65%+35+0.7%Added
Journey Advisory Group, LLC5,375$840.0K0.19%−325−5.7%Reduced
Providence Wealth Advisors, LLC4,994$839.0K0.61%+570+12.9%Added
Federation des caisses Desjardins du Quebec4,957$838.4K0.01%+1,427+40.4%Added
Quadrature Capital Ltd4,937$836.0K0.03%−7,530−60.4%Reduced
Allstate Corp4,838$818.0K0.03%−8,369−63.4%Reduced
TownSquare Capital, LLC4,837$818.0K0.02%+1,380+39.9%Added
Founders Financial Securities LLC4,811$814.0K0.16%−644−11.8%Reduced
Rosenbaum Jay D.4,797$811.0K1.57%−106−2.2%Reduced
Haverford Trust Co4,797$811.0K0.01%00.0%Unchanged
HighPoint Advisor Group LLC4,764$809.0K0.09%+4,764New
Regent Investment Management LLC4,721$798.0K0.22%00.0%Unchanged
Loveless Wealth Management LLC4,720$798.0K0.52%+10+0.2%Added