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 |
|---|---|---|---|---|---|
| Brave Asset Management Inc | 3,080 | $521.0K | 0.23% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 3,055 | $517.0K | 0.07% | 00.0% | Unchanged |
| High Note Wealth, LLC | 3,051 | $516.0K | 0.20% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 3,050 | $516.0K | 0.04% | +3,050 | New |
| Marcum Wealth, LLC | 3,022 | $511.0K | 0.08% | +137+4.7% | Added |
| Lincoln National Corp | 3,013 | $510.0K | 0.01% | −7,058−70.1% | Reduced |
| American Portfolios Advisors | 3,013 | $509.5K | 0.02% | +69+2.3% | Added |
| SkyOak Wealth, LLC | 3,011 | $509.0K | 0.17% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 2,997 | $507.0K | 0.08% | +306+11.4% | Added |
| Granite Investment Partners, LLC | 3,000 | $507.0K | 0.02% | +3,000 | New |
| Quadrant Capital Group LLC | 2,994 | $506.0K | 0.07% | +26+0.9% | Added |
| Checchi Capital Advisers, LLC | 3,154 | $501.0K | 0.05% | −883−21.9% | Reduced |
| Clear Harbor Asset Management, LLC | 2,956 | $500.0K | 0.07% | +2,956 | New |
| Bank of New Hampshire | 2,951 | $499.0K | 0.14% | −12−0.4% | Reduced |
| Mark Stevens | 2,953 | $499.0K | 0.06% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 2,948 | $499.0K | 0.05% | +1,034+54.0% | Added |
| Waldron Private Wealth LLC | 2,945 | $498.0K | 0.03% | +83+2.9% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 2,939 | $497.0K | 0.12% | −750−20.3% | Reduced |
| Equitable Trust Co | 2,942 | $497.0K | 0.04% | 00.0% | Unchanged |
| Aries Wealth Management | 2,919 | $494.0K | 0.22% | +2,919 | New |
| Lewis Capital Management, LLC | 2,899 | $490.0K | 0.70% | 00.0% | Unchanged |
| Sky Investment Group LLC | 2,897 | $490.0K | 0.12% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 2,900 | $490.0K | 0.29% | +10+0.3% | Added |
| Alpha Paradigm Partners, LLC | 2,871 | $486.0K | 0.20% | +2,656+1,235.3% | Added |
| Ledyard National Bank | 2,857 | $483.0K | 0.06% | −23−0.8% | Reduced |
| Inscription Capital, LLC | 2,854 | $483.0K | 0.09% | +1,633+133.7% | Added |
| Prio Wealth Limited Partnership | 2,847 | $481.5K | 0.02% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 2,840 | $480.0K | 0.17% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 2,838 | $480.0K | 0.39% | +15+0.5% | Added |
| Sawtooth Solutions, LLC | 2,837 | $480.0K | 0.06% | +472+20.0% | Added |
| Kestra Private Wealth Services, LLC | 2,835 | $479.0K | 0.03% | +576+25.5% | Added |
| Clarius Group, LLC | 2,830 | $479.0K | 0.05% | +262+10.2% | Added |
| IFG Advisory, LLC | 2,792 | $472.0K | 0.05% | −1,717−38.1% | Reduced |
| Cozad Asset Management Inc | 2,790 | $472.0K | 0.07% | +101+3.8% | Added |
| Penserra Capital Management LLC | 2,792 | $471.0K | 0.01% | −1,148−29.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 2,756 | $466.0K | 0.03% | +2,756 | New |
| Girard Partners Ltd. | 2,752 | $465.0K | 0.06% | −78−2.8% | Reduced |
| WMS Partners, LLC | 2,746 | $464.0K | 0.07% | −640−18.9% | Reduced |
| Northeast Investment Management | 2,732 | $462.0K | 0.03% | −270−9.0% | Reduced |
| Courier Capital LLC | 2,718 | $460.0K | 0.05% | +100+3.8% | Added |
| Tokio Marine Asset Management Co Ltd | 2,717 | $460.0K | 0.04% | +360+15.3% | Added |
| Wedbush Securities Inc | 2,714 | $459.0K | 0.02% | +109+4.2% | Added |
| Baker Avenue Asset Management, LP | 2,711 | $459.0K | 0.03% | +2,711 | New |
| Ascent Group, LLC | 2,888 | $458.0K | 0.05% | −11−0.4% | Reduced |
| Northcape Wealth Management, LLC | 2,700 | $457.0K | 0.17% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 2,690 | $455.0K | 0.04% | +1,266+88.9% | Added |
| Searle & Co. | 2,673 | $452.0K | 0.18% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 2,670 | $452.0K | 0.07% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 2,669 | $451.0K | 0.02% | −7,113−72.7% | Reduced |
| Intersect Capital LLC | 2,659 | $450.0K | 0.14% | −2,373−47.2% | Reduced |
| InterOcean Capital Group, LLC | 2,661 | $450.0K | 0.02% | +2,661 | New |
| Associated Banc-Corp | 2,642 | $447.0K | 0.02% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 2,634 | $445.0K | 0.04% | +2,634 | New |
| Ronald Blue Trust, Inc. | 2,427 | $444.0K | 0.01% | +2,427 | New |
| Gibraltar Capital Management, Inc. | 2,617 | $443.0K | 0.22% | +78+3.1% | Added |
| Laurel Wealth Advisors, Inc. | 2,620 | $443.0K | 0.05% | +85+3.4% | Added |
| Steward Financial Group LLC | 2,618 | $442.0K | 0.37% | +48+1.9% | Added |
| First National Bank Sioux Falls | 2,606 | $441.0K | 0.56% | −425−14.0% | Reduced |
| ARGI Investment Services, LLC | 2,609 | $441.0K | 0.01% | +153+6.2% | Added |
| International Assets Investment Management, LLC | 2,580 | $436.0K | 0.09% | +59+2.3% | Added |
| Crestwood Advisors Group LLC | 2,560 | $433.0K | 0.01% | −124−4.6% | Reduced |
| SeaCrest Wealth Management, LLC | 2,541 | $430.0K | 0.05% | +93+3.8% | Added |
| Trust Asset Management LLC | 2,533 | $428.0K | 0.06% | +31+1.2% | Added |
| Dorsey & Whitney Trust CO LLC | 2,528 | $427.0K | 0.04% | −171−6.3% | Reduced |
| Moody Lynn & Lieberson, LLC | 2,527 | $427.0K | 0.04% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 2,487 | $421.0K | 0.02% | −16−0.6% | Reduced |
| Edge Capital Group, LLC | 2,489 | $421.0K | 0.04% | −2−0.1% | Reduced |
| Alhambra Investment Partners LLC | 2,490 | $421.0K | 0.30% | +15+0.6% | Added |
| Choate Investment Advisors | 2,479 | $420.0K | 0.03% | −618−20.0% | Reduced |
| MJP Associates Inc | 2,478 | $419.0K | 0.12% | +921+59.2% | Added |
| Fortem Financial Group, LLC | 2,474 | $418.0K | 0.27% | −8,763−78.0% | Reduced |
| Carlson Capital Management | 2,447 | $414.0K | 0.04% | −525−17.7% | Reduced |
| Foundation Resource Management Inc | 2,448 | $414.0K | 0.07% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 2,449 | $414.0K | 0.02% | +2,449 | New |
| Van Eck Associates Corp | 2,443 | $413.0K | 0.00% | +600+32.6% | Added |
| Fayez Sarofim & Co | 2,435 | $412.0K | 0.00% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 2,430 | $411.0K | 0.01% | −287−10.6% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 2,427 | $410.0K | 0.13% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 2,424 | $410.0K | 0.11% | +383+18.8% | Added |
| New Potomac Partners, LLC | 2,395 | $405.0K | 0.33% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 2,390 | $404.0K | 0.13% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 2,389 | $404.0K | 0.01% | +2,389 | New |
| Great Valley Advisor Group, Inc. | 2,378 | $402.0K | 0.02% | +900+60.9% | Added |
| CWA Asset Management Group, LLC | 2,362 | $399.0K | 0.04% | +4+0.2% | Added |
| River Wealth Advisors LLC | 2,355 | $398.0K | 0.07% | −110−4.5% | Reduced |
| Modera Wealth Management, LLC | 2,354 | $398.0K | 0.02% | +19+0.8% | Added |
| Boston Trust Walden Corp | 2,328 | $394.0K | 0.00% | −127−5.2% | Reduced |
| TCI Wealth Advisors, Inc. | 2,311 | $391.0K | 0.06% | −38−1.6% | Reduced |
| Centaurus Financial, Inc. | 2,310 | $391.0K | 0.04% | +803+53.3% | Added |
| First National Bank of South Miami | 2,310 | $390.0K | 0.27% | 00.0% | Unchanged |
| First National Corp | 2,307 | $390.0K | 0.10% | +66+2.9% | Added |
| Shepherd Kaplan Krochuk, LLC | 2,300 | $389.0K | 0.17% | 00.0% | Unchanged |
| Summit Global Investments | 2,295 | $388.0K | 0.03% | −10.0% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 2,276 | $385.0K | 0.02% | −10.0% | Reduced |
| Mendel Money Management | 2,270 | $384.0K | 0.23% | −25−1.1% | Reduced |
| Appleton Partners Inc | 2,262 | $383.0K | 0.04% | +71+3.2% | Added |
| First Citizens Bank & Trust Co | 2,245 | $380.0K | 0.01% | +74+3.4% | Added |
| Castle Rock Wealth Management, LLC | 2,234 | $379.0K | 0.19% | +770+52.6% | Added |
| Warther Private Wealth, LLC | 2,206 | $378.0K | 0.28% | 00.0% | Unchanged |
| Oberweis Asset Management Inc | 2,222 | $376.0K | 0.10% | +2+0.1% | Added |