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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wolff Wiese Magana LLC | 187 | $29.0K | 0.02% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 191 | $29.0K | 0.02% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 200 | $31.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 202 | $31.0K | 0.01% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 200 | $31.0K | 0.03% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 210 | $32.0K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 211 | $32.0K | 0.03% | 00.0% | Unchanged |
| Accel Wealth Management | 205 | $33.0K | 0.02% | 00.0% | Unchanged |
| First Command Bank | 224 | $34.0K | 0.00% | −242−51.9% | Reduced |
| First Command Financial Services, Inc. | 224 | $34.0K | 0.00% | −242−51.9% | Reduced |
| McIlrath & Eck, LLC | 220 | $34.0K | 0.01% | +11+5.3% | Added |
| Edmond de Rothschild Holding S.A. | 221 | $34.0K | 0.00% | +221 | New |
| CNB Bank | 231 | $35.0K | 0.02% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 226 | $35.0K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 242 | $37.0K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 248 | $38.0K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 250 | $38.0K | 0.02% | +250 | New |
| EverSource Wealth Advisors, LLC | 257 | $39.0K | 0.01% | +93+56.7% | Added |
| Bourgeon Capital Management LLC | 259 | $40.0K | 0.01% | +1+0.4% | Added |
| Piscataqua Savings Bank | 260 | $40.0K | 0.04% | 00.0% | Unchanged |
| Old North State Trust, LLC | 258 | $40.0K | 0.03% | +258 | New |
| Vestor Capital, LLC | 275 | $42.0K | 0.01% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 278 | $43.0K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 279 | $43.0K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 289 | $44.0K | 0.01% | −1,000−77.6% | Reduced |
| Prestige Wealth Management Group LLC | 286 | $44.0K | 0.01% | −11−3.7% | Reduced |
| Hexagon Capital Partners LLC | 288 | $44.0K | 0.01% | +93+47.7% | Added |
| Sargent Bickham Lagudis LLC | 297 | $46.0K | 0.00% | −18−5.7% | Reduced |
| TCTC Holdings, LLC | 298 | $46.0K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 310 | $47.0K | 0.08% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 311 | $48.0K | 0.01% | −15−4.6% | Reduced |
| Atlas Capital Advisors LLC | 315 | $48.3K | 0.01% | −34−9.7% | Reduced |
| Ci Investments Inc. | 320 | $49.0K | 0.00% | +291+1,003.4% | Added |
| RE Dickinson Investment Advisors, LLC | 325 | $50.0K | 0.04% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 322 | $50.0K | 0.00% | +1+0.3% | Added |
| Westside Investment Management, Inc. | 334 | $51.0K | 0.00% | +141+73.1% | Added |
| Central Bank & Trust Co | 340 | $52.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 341 | $52.0K | 0.01% | +42+14.0% | Added |
| Dividend Assets Capital, LLC | 342 | $52.0K | 0.01% | +120+54.1% | Added |
| Financial Perspectives, Inc | 343 | $52.5K | 0.03% | +53+18.3% | Added |
| CVA Family Office, LLC | 367 | $56.0K | 0.02% | +5+1.4% | Added |
| Zions Bancorporation, N.A. | 374 | $57.0K | 0.01% | −411−52.4% | Reduced |
| American National Bank | 375 | $57.0K | 0.01% | +115+44.2% | Added |
| First Financial Corp | 381 | $58.0K | 0.04% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 382 | $59.0K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 384 | $59.0K | 0.05% | 00.0% | Unchanged |
| Castleview Partners, LLC | 388 | $59.0K | 0.06% | +256+193.9% | Added |
| Lee Financial Co | 387 | $60.0K | 0.01% | +16+4.3% | Added |
| Loomis Sayles & Co L P | 408 | $63.0K | 0.00% | −465−53.3% | Reduced |
| West Paces Advisors Inc. | 443 | $67.9K | 0.02% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 446 | $68.0K | 0.05% | +3+0.7% | Added |
| Glassman Wealth Services | 453 | $69.0K | 0.01% | −7−1.5% | Reduced |
| IMA Wealth, Inc. | 451 | $69.0K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 448 | $69.0K | 0.02% | +26+6.2% | Added |
| Global Trust Asset Management, LLC | 459 | $70.0K | 0.04% | −430−48.4% | Reduced |
| Peoples Financial Services Corp. | 459 | $70.0K | 0.04% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 478 | $73.0K | 0.00% | −3,347−87.5% | Reduced |
| Endurance Wealth Management, Inc. | 475 | $73.0K | 0.01% | −121−20.3% | Reduced |
| Duncker Streett & Co Inc | 478 | $73.0K | 0.02% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 484 | $74.0K | 0.00% | −47,114−99.0% | Reduced |
| Evoke Wealth, LLC | 502 | $77.0K | 0.00% | +25+5.2% | Added |
| O'Dell Group, LLC | 508 | $78.0K | 0.03% | −31−5.8% | Reduced |
| Ellevest, Inc. | 507 | $78.0K | 0.01% | +194+62.0% | Added |
| Rocky Mountain Advisers, LLC | 515 | $79.0K | 0.10% | 00.0% | Unchanged |
| Gradient Investments LLC | 518 | $79.0K | 0.00% | +65+14.3% | Added |
| Howe & Rusling Inc | 530 | $81.0K | 0.01% | +423+395.3% | Added |
| Focused Wealth Management, Inc | 533 | $82.0K | 0.02% | +2+0.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 564 | $86.0K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 576 | $88.0K | 0.01% | +158+37.8% | Added |
| Providence First Trust Co | 572 | $88.0K | 0.05% | +572 | New |
| Brown Brothers Harriman & Co | 581 | $89.0K | 0.00% | −371−39.0% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 583 | $89.0K | 0.05% | +1+0.2% | Added |
| Bray Capital Advisors | 596 | $91.0K | 0.03% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 598 | $92.0K | 0.23% | −1,049−63.7% | Reduced |
| Baystate Wealth Management LLC | 615 | $94.0K | 0.01% | +2+0.3% | Added |
| Dougherty Wealth Advisers LLC | 628 | $96.0K | 0.19% | 00.0% | Unchanged |
| City Holding Co | 636 | $97.0K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 600 | $100.0K | 0.02% | −125−17.2% | Reduced |
| Monetary Management Group Inc | 650 | $100.0K | 0.03% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 670 | $103.0K | 0.00% | +447+200.4% | Added |
| Adirondack Trust Co | 680 | $104.0K | 0.06% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 679 | $104.0K | 0.02% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 676 | $104.0K | 0.00% | 00.0% | Unchanged |
| Alta Advisers Ltd | 700 | $107.0K | 0.07% | +700 | New |
| Annapolis Financial Services, LLC | 716 | $110.0K | 0.04% | +78+12.2% | Added |
| AlphaCentric Advisors LLC | 728 | $112.0K | 0.11% | +728 | New |
| Glen Eagle Advisors, LLC | 740 | $113.4K | 0.03% | −342−31.6% | Reduced |
| Field & Main Bank | 743 | $114.0K | 0.08% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 750 | $115.0K | 0.04% | 00.0% | Unchanged |
| FourThought Financial, LLC | 774 | $119.0K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 738 | $125.0K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 800 | $125.7K | 0.07% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 836 | $128.0K | 0.01% | +836 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 843 | $129.0K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 845 | $129.0K | 0.18% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 701 | $129.0K | 0.01% | +143+25.6% | Added |
| New England Asset Management Inc | 847 | $130.0K | 0.00% | −577−40.5% | Reduced |
| Bangor Savings Bank | 848 | $130.0K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 857 | $131.0K | 0.05% | −15−1.7% | Reduced |
| Harvest Fund Management Co., Ltd | 870 | $133.0K | 0.04% | +870 | New |