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 |
|---|---|---|---|---|---|
| Moors & Cabot, Inc. | 4,719 | $798.0K | 0.06% | +555+13.3% | Added |
| Trust Co of Vermont | 4,709 | $797.0K | 0.06% | +20.0% | Added |
| Legacy Private Trust Co. | 4,651 | $787.0K | 0.07% | −255−5.2% | Reduced |
| Busey Wealth Management | 4,620 | $781.0K | 0.04% | +165+3.7% | Added |
| Apollon Wealth Management, LLC | 4,596 | $777.0K | 0.06% | +139+3.1% | Added |
| Merit Financial Group, LLC | 4,566 | $772.0K | 0.02% | +104+2.3% | Added |
| Mitchell & Pahl Private Wealth, LLC | 4,539 | $768.0K | 0.53% | −266−5.5% | Reduced |
| Central Trust Co | 4,521 | $765.0K | 0.03% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 4,456 | $754.0K | 0.03% | +2,221+99.4% | Added |
| FineMark National Bank & Trust | 4,447 | $752.0K | 0.03% | +42+1.0% | Added |
| Cetera Investment Advisers | 4,439 | $751.0K | 0.01% | +59+1.3% | Added |
| Mission Wealth Management, LP | 4,433 | $750.0K | 0.04% | +138+3.2% | Added |
| Davenport & Co LLC | 4,409 | $746.0K | 0.01% | −121−2.7% | Reduced |
| Wealthsource Partners, LLC | 4,394 | $743.0K | 0.05% | −3,053−41.0% | Reduced |
| Wilson & Boucher Capital Management, LLC | 4,388 | $742.0K | 0.81% | −806−15.5% | Reduced |
| Smithfield Trust Co | 4,363 | $740.0K | 0.05% | +306+7.5% | Added |
| Altium Wealth Management LLC | 4,371 | $739.0K | 0.05% | −122−2.7% | Reduced |
| Forum Financial Management, LP | 4,372 | $739.0K | 0.04% | +4,372 | New |
| Benjamin F. Edwards & Company, Inc. | 4,355 | $737.0K | 0.04% | +27+0.6% | Added |
| Wolverine Trading, LLC | 4,441 | $736.0K | 0.02% | −14,356−76.4% | Reduced |
| Brookstone Capital Management | 4,329 | $732.0K | 0.02% | +1,018+30.7% | Added |
| Bridges Investment Management Inc | 4,315 | $730.0K | 0.03% | −585−11.9% | Reduced |
| Boston Private Wealth LLC | 4,299 | $728.0K | 0.01% | −90−2.1% | Reduced |
| Geneos Wealth Management Inc. | 4,245 | $726.0K | 0.04% | +20+0.5% | Added |
| Bremer Bank National Association | 4,277 | $724.0K | 0.14% | −70−1.6% | Reduced |
| Donald L. Hagan, LLC | 4,273 | $723.0K | 0.46% | +423+11.0% | Added |
| Virtus ETF Advisers LLC | 4,271 | $722.0K | 0.27% | +4,271 | New |
| Vectors Research Management, LLC | 4,225 | $715.0K | 0.18% | 00.0% | Unchanged |
| HNP Capital LLC | 4,225 | $715.0K | 0.20% | 00.0% | Unchanged |
| AMG National Trust Bank | 4,497 | $714.0K | 0.03% | −1,106−19.7% | Reduced |
| Ieq Capital, LLC | 4,211 | $712.0K | 0.02% | −1,926−31.4% | Reduced |
| Park Avenue Securities LLC | 4,144 | $701.0K | 0.01% | +185+4.7% | Added |
| Alpha Cubed Investments, LLC | 4,116 | $696.0K | 0.05% | +125+3.1% | Added |
| Bank of Stockton | 4,097 | $693.0K | 0.26% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 4,082 | $690.0K | 0.03% | +1,109+37.3% | Added |
| Qtron Investments LLC | 4,072 | $689.0K | 0.15% | 00.0% | Unchanged |
| Baader Bank INC | 4,060 | $687.0K | 0.07% | +4,060 | New |
| Stokes Family Office, LLC | 4,051 | $685.0K | 0.09% | +28+0.7% | Added |
| Sterneck Capital Management, LLC | 4,000 | $677.0K | 0.45% | 00.0% | Unchanged |
| Toroso Investments, LLC | 3,946 | $667.0K | 0.02% | +573+17.0% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,939 | $666.0K | 0.09% | −75−1.9% | Reduced |
| Brighton Jones LLC | 3,930 | $665.0K | 0.04% | −8−0.2% | Reduced |
| Cresset Asset Management, LLC | 3,921 | $664.0K | 0.01% | −260−6.2% | Reduced |
| Bahl & Gaynor Inc | 3,900 | $660.0K | 0.00% | −379−8.9% | Reduced |
| Copperwynd Financial, LLC | 3,898 | $659.0K | 0.39% | −81−2.0% | Reduced |
| Gladstone Institutional Advisory LLC | 3,892 | $658.0K | 0.05% | +3,892 | New |
| Private Capital Management LLC | 3,575 | $653.0K | 0.21% | 00.0% | Unchanged |
| Beaumont Financial Partners, LLC | 3,855 | $652.0K | 0.06% | +7+0.2% | Added |
| Tradewinds, LLC. | 3,839 | $649.0K | 0.44% | +3,839 | New |
| Metis Global Partners, LLC | 3,831 | $648.0K | 0.10% | −60−1.5% | Reduced |
| ICA Group Wealth Management, LLC | 3,753 | $648.0K | 0.12% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 3,825 | $647.0K | 0.03% | +2,965+344.8% | Added |
| Lindbrook Capital, LLC | 3,817 | $646.0K | 0.11% | +1,434+60.2% | Added |
| Bank of Hawaii | 3,814 | $645.0K | 0.04% | −54−1.4% | Reduced |
| Kanawha Capital Management LLC | 3,782 | $640.0K | 0.06% | −58−1.5% | Reduced |
| Resources Investment Advisors, LLC. | 3,766 | $637.0K | 0.03% | +640+20.5% | Added |
| Pinnacle Bancorp, Inc. | 3,753 | $635.0K | 0.26% | −50−1.3% | Reduced |
| Deseret Mutual Benefit Administrators | 3,716 | $629.0K | 0.14% | −1,128−23.3% | Reduced |
| Glenview Trust Co | 3,708 | $627.0K | 0.02% | +19+0.5% | Added |
| Burns J W & Co Inc | 3,666 | $620.0K | 0.12% | −74−2.0% | Reduced |
| Meeder Asset Management Inc | 3,664 | $620.0K | 0.04% | +61+1.7% | Added |
| Trust Co of Toledo NA | 3,634 | $615.0K | 0.11% | 00.0% | Unchanged |
| Cambridge Trust Co | 3,626 | $614.0K | 0.03% | +30+0.8% | Added |
| LVM Capital Management Ltd | 3,608 | $610.0K | 0.09% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 3,584 | $606.0K | 0.09% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 3,580 | $605.0K | 0.02% | −71−1.9% | Reduced |
| Coldstream Capital Management Inc | 3,564 | $602.0K | 0.02% | +851+31.4% | Added |
| Money Concepts Capital Corp | 3,508 | $600.0K | 0.05% | −2,317−39.8% | Reduced |
| Boyd Watterson Asset Management LLC | 3,547 | $600.0K | 0.26% | −16−0.4% | Reduced |
| Bank of Nova Scotia Trust Co | 3,517 | $595.0K | 0.06% | −10.0% | Reduced |
| FinTrust Capital Advisors, LLC | 3,795 | $594.0K | 0.15% | +706+22.9% | Added |
| Inlet Private Wealth, LLC | 3,500 | $592.0K | 0.17% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 3,448 | $584.0K | 0.03% | −99−2.8% | Reduced |
| Joel Isaacson & Co., LLC | 3,446 | $583.0K | 0.05% | 00.0% | Unchanged |
| Oak Associates, Ltd | 3,447 | $583.0K | 0.05% | 00.0% | Unchanged |
| Villere St Denis J & Co LLC | 3,433 | $580.0K | 0.04% | 00.0% | Unchanged |
| Allworth Financial LP | 3,418 | $578.0K | 0.01% | +29+0.9% | Added |
| AdvisorNet Financial, Inc | 3,385 | $572.0K | 0.06% | −848−20.0% | Reduced |
| Strategic Advisors LLC | 3,370 | $570.0K | 0.12% | +40+1.2% | Added |
| Valeo Financial Advisors, LLC | 3,359 | $568.0K | 0.04% | −67−2.0% | Reduced |
| Jane Street Group, LLC | 3,355 | $567.0K | 0.00% | −84,353−96.2% | Reduced |
| Pitcairn Co | 3,326 | $563.0K | 0.06% | −2,831−46.0% | Reduced |
| Camden National Bank | 3,322 | $562.0K | 0.12% | 00.0% | Unchanged |
| Spire Wealth Management | 3,309 | $560.0K | 0.02% | −2,130−39.2% | Reduced |
| Ar Asset Management Inc | 3,311 | $560.0K | 0.16% | 00.0% | Unchanged |
| Davis R M Inc | 3,303 | $559.0K | 0.02% | +1,166+54.6% | Added |
| CIBC World Markets Inc. | 3,299 | $558.0K | 0.00% | −2,635−44.4% | Reduced |
| Ameritas Investment Partners, Inc. | 3,304 | $558.0K | 0.02% | 00.0% | Unchanged |
| JNBA Financial Advisors | 3,262 | $552.0K | 0.08% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 3,257 | $551.0K | 0.17% | −70−2.1% | Reduced |
| Jeppson Wealth Management, LLC | 3,233 | $547.0K | 0.24% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 3,233 | $546.0K | 0.18% | +399+14.1% | Added |
| Welch & Forbes LLC | 3,162 | $535.0K | 0.01% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 3,153 | $533.0K | 0.37% | −554−14.9% | Reduced |
| Park National Corp | 3,146 | $532.0K | 0.03% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 3,145 | $532.0K | 0.02% | +71+2.3% | Added |
| LMCG Investments, LLC | 3,132 | $530.0K | 0.04% | 00.0% | Unchanged |
| Cigna Investments Inc | 3,108 | $526.0K | 0.11% | −1,131−26.7% | Reduced |
| Ballentine Partners, LLC | 3,108 | $526.0K | 0.02% | −215−6.5% | Reduced |
| Balasa Dinverno & Foltz LLC | 3,097 | $524.0K | 0.03% | +601+24.1% | Added |