Travelers Companies, Inc.

TRV

Exchange: NYSE
Industry: Fire, Marine & Casualty Insurance
SEC CIK: 0000086312

SEC filings (opens in a new tab)

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, Q3 2022

Institutional positions in Travelers Companies, Inc. as of Sep 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: 1,204; −7 vs. Q2 2022
Shares held: 193.5M; −1.89M (−1.0%) vs. Q2 2022
Total value: $29.7B; −$3.40B (−10.3%) vs. Q2 2022
New holders: 103; 414 more added
Sold out: 110; 440 more reduced

11 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2022: 1,204 institutions

Value heldQ3 2022: $29.7B

Institutions holding TRV and their total value by quarter
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, Q3 2022

Shares, value and share of portfolio for each institution holding Travelers Companies, Inc.; share changes are against Q2 2022.

Institutions holding TRV in Q3 2022
Institution	Shares	Value	% of portfolio	Change in shares	Action
Emfo, LLC	1	$0	0.00%	−11,989−100.0%	Reduced
Bellwether Advisors, LLC	3	$0	0.00%	−5,413−99.9%	Reduced
Coston, McIsaac & Partners	3	$0	0.00%	00.0%	Unchanged
AllSquare Wealth Management LLC	1	$0	0.00%	00.0%	Unchanged
USA Financial Portformulas Corp	1	$0	0.00%	+1	New
Iron Horse Wealth Management, LLC	2	$0	0.00%	+2	New
Householder Group Estate & Retirement Specialist, LLC	1	$0	0.00%	+1	New
Financial Synergies Wealth Advisors, Inc.	3	$460	0.00%	00.0%	Unchanged
Barrett & Company, Inc.	4	$750	0.00%	+4	New
Cetera Advisors LLC	9,278	$1.00K	0.00%	+4,025+76.6%	Added
Cetera Investment Advisers	8,754	$1.00K	0.00%	+4,315+97.2%	Added
Front Row Advisors LLC	6	$1.00K	0.00%	−7−53.8%	Reduced
Tanaka Capital Management Inc	6	$1.00K	0.00%	00.0%	Unchanged
Resolute Partners Group	6	$1.00K	0.00%	00.0%	Unchanged
TFC Financial Management	7	$1.00K	0.00%	00.0%	Unchanged
Sittner & Nelson, LLC	8	$1.00K	0.00%	00.0%	Unchanged
Optimum Investment Advisors	5	$1.00K	0.00%	+5	New
TD Capital Management LLC	7	$1.00K	0.00%	+7	New
Heritage Wealth Management, LLC	4	$1.00K	0.00%	+4	New
Delos Wealth Advisors, LLC	7	$1.00K	0.00%	+7	New
Archer Investment Corp	7	$1.07K	0.00%	00.0%	Unchanged
PFS Partners, LLC	10	$1.53K	0.00%	00.0%	Unchanged
Country Trust Bank	11	$2.00K	0.00%	00.0%	Unchanged
Column Capital Advisors, LLC	12	$2.00K	0.00%	00.0%	Unchanged
Ellis Investment Partners, LLC	18	$2.00K	0.00%	+18	New
KB Financial Partners, LLC	12	$2.00K	0.00%	+12	New
Private Ocean, LLC	22	$3.00K	0.00%	00.0%	Unchanged
Ten Capital Wealth Advisors, LLC	19	$3.00K	0.00%	+19	New
Abound Wealth Management	22	$3.38K	0.00%	+22	New
Beacon Capital Management, LLC	23	$4.00K	0.00%	−25−52.1%	Reduced
Financial Management Professionals, Inc.	27	$4.00K	0.00%	−13−32.5%	Reduced
Tradewinds Capital Management, LLC	27	$4.00K	0.00%	00.0%	Unchanged
Truvestments Capital LLC	34	$5.00K	0.00%	00.0%	Unchanged
Cary Street Partners Asset Management LLC	32	$5.00K	0.00%	+32	New
Laurel Wealth Planning LLC	42	$6.00K	0.00%	−26−38.2%	Reduced
Hazlett, Burt & Watson, Inc.	40	$6.00K	0.01%	00.0%	Unchanged
NewSquare Capital LLC	41	$6.00K	0.00%	00.0%	Unchanged
Center for Financial Planning, Inc.	41	$6.00K	0.00%	00.0%	Unchanged
Disciplined Investments, LLC	42	$6.00K	0.00%	+9+27.3%	Added
Cranbrook Wealth Management, LLC	46	$7.00K	0.00%	+12+35.3%	Added
Rosenberg Matthew Hamilton	50	$8.00K	0.00%	00.0%	Unchanged
Mizuho Securities Co. Ltd.	50	$8.00K	0.00%	00.0%	Unchanged
First Personal Financial Services	50	$8.00K	0.00%	00.0%	Unchanged
Versant Capital Management, Inc	50	$8.00K	0.00%	+7+16.3%	Added
McClarren Financial Advisors, Inc.	54	$8.00K	0.01%	+54	New
Ogorek Anthony Joseph	60	$9.00K	0.00%	00.0%	Unchanged
Rise Advisors, LLC	61	$9.00K	0.01%	+1+1.7%	Added
Benson Investment Management Company, Inc.	56	$9.00K	0.01%	00.0%	Unchanged
Capital Analysts, LLC	60	$9.00K	0.00%	+33+122.2%	Added
Axiom Investment Management LLC	56	$9.00K	0.02%	+56	New
North Star Investment Management Corp.	66	$10.0K	0.00%	00.0%	Unchanged
Carolinas Wealth Consulting LLC	63	$10.0K	0.00%	−3−4.5%	Reduced
St. James Investment Advisors, LLC	65	$10.0K	0.02%	00.0%	Unchanged
Goodwin Investment Advisory	64	$10.0K	0.01%	+64	New
Schubert & Co	75	$11.0K	0.01%	−7−8.5%	Reduced
Clear Perspectives Financial Planning, LLC	70	$11.0K	0.01%	00.0%	Unchanged
SRS Capital Advisors, Inc.	69	$11.0K	0.00%	+26+60.5%	Added
Capital Directions Investment Advisors, LLC	0	$12.0K	0.00%	−230−100.0%	Reduced
Albion Financial Group	76	$12.0K	0.00%	00.0%	Unchanged
Coastal Capital Group, Inc.	77	$12.0K	0.00%	00.0%	Unchanged
Colonial Trust Advisors	76	$12.0K	0.00%	+76	New
Riverview Trust Co	82	$13.0K	0.01%	−112−57.7%	Reduced
SOA Wealth Advisors, LLC.	91	$13.0K	0.00%	00.0%	Unchanged
Toth Financial Advisory Corp	85	$13.0K	0.00%	00.0%	Unchanged
Norway Savings Bank	83	$13.0K	0.01%	00.0%	Unchanged
Wagner Wealth Management, LLC	91	$14.0K	0.01%	00.0%	Unchanged
Karlinski Andrew C	100	$15.0K	0.02%	00.0%	Unchanged
Cutler Group LP	100	$15.0K	0.00%	00.0%	Unchanged
Burleson & Company, LLC	106	$16.0K	0.00%	−16−13.1%	Reduced
Covington Capital Management	109	$17.0K	0.00%	00.0%	Unchanged
Riggs Asset Managment Co. Inc.	115	$18.0K	0.01%	−33−22.3%	Reduced
Capital Advisors, Ltd. LLC	120	$18.0K	0.00%	−9−7.0%	Reduced
Cribstone Capital Management, LLC	115	$18.0K	0.01%	−10−8.0%	Reduced
High Net Worth Advisory Group LLC	117	$18.0K	0.01%	00.0%	Unchanged
Tucker Asset Management LLC	100	$18.4K	0.01%	00.0%	Unchanged
Leonteq Securities AG	121	$18.5K	0.00%	+121	New
Larson Financial Group LLC	123	$19.0K	0.00%	00.0%	Unchanged
West Branch Capital LLC	125	$19.0K	0.01%	00.0%	Unchanged
Motco	122	$19.0K	0.00%	+38+45.2%	Added
Carmichael Hill & Associates, Inc.	130	$20.0K	0.01%	−14−9.7%	Reduced
Addison Advisors LLC	128	$20.0K	0.01%	+38+42.2%	Added
Sound Income Strategies, LLC	133	$20.0K	0.00%	+77+137.5%	Added
Raffa Wealth Management, LLC	137	$21.0K	0.01%	00.0%	Unchanged
BOK Financial Private Wealth, Inc.	139	$21.0K	0.00%	−65−31.9%	Reduced
Hudock, Inc.	143	$21.0K	0.01%	00.0%	Unchanged
Laurel Wealth Advisors LLC	138	$21.0K	0.01%	00.0%	Unchanged
Trust Co	144	$22.0K	0.00%	00.0%	Unchanged
DT Investment Partners, LLC	144	$22.0K	0.00%	+144	New
Birch Capital Management, LLC	150	$23.0K	0.02%	00.0%	Unchanged
Arlington Partners LLC	152	$23.0K	0.01%	−239−61.1%	Reduced
Jones Financial Companies LLLP	148	$23.0K	0.00%	00.0%	Unchanged
Interactive Financial Advisors	158	$24.0K	0.01%	00.0%	Unchanged
SJS Investment Consulting Inc.	156	$24.0K	0.01%	+156	New
Wellington Shields Capital Management, LLC	164	$25.0K	0.01%	00.0%	Unchanged
First PREMIER Bank	170	$26.0K	0.01%	+170	New
Institutional & Family Asset Management, LLC	176	$27.0K	0.00%	00.0%	Unchanged
MCF Advisors LLC	174	$27.0K	0.00%	+1+0.6%	Added
Cedar Mountain Advisors, LLC	185	$28.0K	0.01%	00.0%	Unchanged
Bellevue Asset Management, LLC	179	$28.0K	0.02%	00.0%	Unchanged
Massmutual Trust Co FSB	183	$28.0K	0.00%	+67+57.8%	Added