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 |
|---|---|---|---|---|---|
| Grimes & Company, Inc. | 2,220 | $376.0K | 0.02% | +50+2.3% | Added |
| Johnson Investment Counsel Inc | 2,221 | $376.0K | 0.01% | +138+6.6% | Added |
| Verition Fund Management LLC | 2,222 | $376.0K | 0.01% | +894+67.3% | Added |
| WFA Asset Management Corp | 2,219 | $375.3K | 0.26% | +11+0.5% | Added |
| Salvus Wealth Management, LLC | 2,219 | $375.0K | 0.34% | −50−2.2% | Reduced |
| Green Square Capital Advisors LLC | 2,217 | $375.0K | 0.07% | 00.0% | Unchanged |
| Veracity Capital LLC | 2,220 | $375.0K | 0.20% | +156+7.6% | Added |
| ForthRight Wealth Management, LLC | 2,214 | $374.0K | 0.21% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 2,200 | $372.0K | 0.03% | 00.0% | Unchanged |
| Intercontinental Wealth Advisors, LLC | 2,197 | $372.0K | 0.10% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 2,192 | $370.0K | 0.07% | +10.0% | Added |
| Assetmark, Inc | 2,181 | $369.0K | 0.00% | −235−9.7% | Reduced |
| Doyle Wealth Management | 2,184 | $369.0K | 0.03% | −3−0.1% | Reduced |
| Hilltop Holdings Inc. | 2,156 | $364.0K | 0.05% | +4+0.2% | Added |
| Integrated Advisors Network LLC | 2,143 | $362.0K | 0.02% | +164+8.3% | Added |
| Jarislowsky, Fraser Ltd | 2,140 | $361.0K | 0.00% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 2,131 | $360.0K | 0.11% | +3+0.1% | Added |
| Arcus Capital Partners, LLC | 2,120 | $359.0K | 0.16% | −9−0.4% | Reduced |
| Smith, Moore & Co. | 2,125 | $359.0K | 0.06% | 00.0% | Unchanged |
| Valley Brook Capital Group | 2,127 | $359.0K | 0.37% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 2,108 | $357.0K | 0.06% | +239+12.8% | Added |
| SlateStone Wealth, LLC | 2,087 | $353.0K | 0.09% | +886+73.8% | Added |
| Keystone Financial Group | 2,074 | $351.0K | 0.07% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 2,068 | $350.0K | 0.05% | +2,068 | New |
| Cambria Investment Management, L.P. | 2,065 | $349.0K | 0.05% | +2,065 | New |
| Flagship Harbor Advisors, LLC | 2,054 | $347.0K | 0.04% | +416+25.4% | Added |
| Plante Moran Financial Advisors, LLC | 2,040 | $345.0K | 0.06% | +2,039+203,900.0% | Added |
| City State Bank | 2,031 | $344.0K | 0.24% | −856−29.7% | Reduced |
| Snowden Capital Advisors LLC | 2,036 | $344.0K | 0.02% | +61+3.1% | Added |
| Stockman Wealth Management, Inc. | 2,022 | $342.0K | 0.09% | +125+6.6% | Added |
| 9258 Wealth Management, LLC | 2,022 | $342.0K | 0.09% | +374+22.7% | Added |
| Evermay Wealth Management LLC | 1,990 | $337.0K | 0.07% | −75−3.6% | Reduced |
| BLB&B Advisors, LLC | 1,992 | $337.0K | 0.03% | −10−0.5% | Reduced |
| Sutton Wealth Advisors Inc. | 1,982 | $335.2K | 0.13% | −3−0.2% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,983 | $335.0K | 0.19% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 1,974 | $334.0K | 0.08% | +152+8.3% | Added |
| Altfest L J & Co Inc | 1,969 | $333.0K | 0.06% | −6−0.3% | Reduced |
| Sandy Spring Bank | 1,961 | $332.0K | 0.02% | +300+18.1% | Added |
| Ropes Wealth Advisors LLC | 1,955 | $331.0K | 0.07% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 2,078 | $330.0K | 0.43% | +61+3.0% | Added |
| Defined Wealth Management, LLC | 1,954 | $330.0K | 0.34% | 00.0% | Unchanged |
| Marco Investment Management LLC | 1,935 | $327.0K | 0.04% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 1,930 | $327.0K | 0.06% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 1,936 | $327.0K | 0.06% | +758+64.3% | Added |
| Eudaimonia Partners, LLC | 1,919 | $324.0K | 0.06% | −10,149−84.1% | Reduced |
| Whalerock Point Partners, LLC | 1,915 | $324.0K | 0.14% | 00.0% | Unchanged |
| Investors Research Corp | 1,887 | $319.0K | 0.10% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 1,885 | $319.0K | 0.02% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 1,880 | $318.0K | 0.39% | +35+1.9% | Added |
| Athena Investment Management | 1,868 | $316.0K | 0.25% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 1,849 | $313.0K | 0.07% | +77+4.3% | Added |
| South State Corp. | 1,838 | $311.0K | 0.03% | −25−1.3% | Reduced |
| Advisors Management Group Inc | 1,839 | $311.0K | 0.11% | 00.0% | Unchanged |
| Stillwater Investment Management, LLC | 1,840 | $311.0K | 0.09% | +1+0.1% | Added |
| Nwam LLC | 1,847 | $311.0K | 0.03% | +654+54.8% | Added |
| Karp Capital Management Corp | 1,819 | $308.0K | 0.05% | +522+40.2% | Added |
| Destination Wealth Management | 1,813 | $307.0K | 0.01% | +114+6.7% | Added |
| Fiduciary Group LLC | 1,788 | $302.0K | 0.04% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 1,783 | $301.6K | 0.31% | −60−3.3% | Reduced |
| Neville Rodie & Shaw Inc | 1,775 | $300.0K | 0.03% | 00.0% | Unchanged |
| Great Point Wealth Advisors, LLC | 1,775 | $300.0K | 0.11% | 00.0% | Unchanged |
| American Trust | 1,771 | $300.0K | 0.02% | +43+2.5% | Added |
| Lido Advisors, LLC | 1,778 | $300.0K | 0.01% | +76+4.5% | Added |
| Aptus Capital Advisors, LLC | 1,762 | $298.0K | 0.01% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 1,744 | $295.0K | 0.03% | −49−2.7% | Reduced |
| First Farmers & Merchants Bank / Trust | 1,737 | $294.0K | 0.36% | 00.0% | Unchanged |
| BFSG, LLC | 1,739 | $294.0K | 0.05% | +1,739 | New |
| D L Carlson Investment Group Inc | 1,730 | $293.0K | 0.06% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 1,732 | $293.0K | 0.05% | +138+8.7% | Added |
| Peak Asset Management, LLC | 1,728 | $292.0K | 0.08% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 1,720 | $291.0K | 0.02% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 1,713 | $290.0K | 0.02% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 1,700 | $288.0K | 0.03% | +42+2.5% | Added |
| NorthRock Partners, LLC | 1,700 | $288.0K | 0.03% | +354+26.3% | Added |
| Clearstead Advisors, LLC | 1,698 | $287.0K | 0.02% | +23+1.4% | Added |
| Pavion Blue Capital, LLC | 1,688 | $285.0K | 0.19% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 1,666 | $281.0K | 0.03% | 00.0% | Unchanged |
| Essex Savings Bank | 1,657 | $280.0K | 0.11% | −29−1.7% | Reduced |
| Sageworth Trust Co of South Dakota | 1,647 | $279.0K | 0.58% | −2,407−59.4% | Reduced |
| Gotham Asset Management, LLC | 1,648 | $279.0K | 0.01% | −983−37.4% | Reduced |
| Schmidt P J Investment Management Inc | 1,650 | $278.0K | 0.06% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 1,639 | $277.0K | 0.02% | +179+12.3% | Added |
| Wealth Effects LLC | 1,629 | $276.0K | 0.17% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,631 | $276.0K | 0.04% | +5+0.3% | Added |
| Delta Asset Management LLC | 1,619 | $274.0K | 0.03% | 00.0% | Unchanged |
| Renaissance Group LLC | 1,616 | $273.0K | 0.01% | −10−0.6% | Reduced |
| Bryn Mawr Trust Co | 1,610 | $273.0K | 0.01% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 1,608 | $272.0K | 0.01% | −106−6.2% | Reduced |
| Relaxing Retirement Coach | 1,600 | $271.0K | 0.14% | 00.0% | Unchanged |
| HighTower Trust Services, LTA | 5,759 | $271.0K | 0.05% | +5,759 | New |
| Bickling Financial Services, Inc. | 1,598 | $270.0K | 0.17% | +55+3.6% | Added |
| Budros, Ruhlin & Roe, Inc. | 1,591 | $269.0K | 0.03% | 00.0% | Unchanged |
| Alps Advisors Inc | 1,588 | $269.0K | 0.00% | +182+12.9% | Added |
| Csenge Advisory Group | 1,593 | $269.0K | 0.02% | +244+18.1% | Added |
| Shelton Capital Management | 1,583 | $268.0K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,581 | $267.0K | 0.12% | −308−16.3% | Reduced |
| CX Institutional | 1,579 | $267.0K | 0.02% | +1,579 | New |
| Thomasville National Bank | 1,570 | $266.0K | 0.03% | −100−6.0% | Reduced |
| Somerville Kurt F | 1,575 | $266.0K | 0.05% | 00.0% | Unchanged |
| Sloy Dahl & Holst, LLC | 1,574 | $266.0K | 0.06% | 00.0% | Unchanged |