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 |
|---|---|---|---|---|---|
| Sageworth Trust Co | 895 | $137.0K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 900 | $138.0K | 0.06% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 903 | $138.0K | 0.02% | +25+2.8% | Added |
| Tortoise Investment Management, LLC | 906 | $139.0K | 0.03% | +111+14.0% | Added |
| Tompkins Financial Corp | 913 | $140.0K | 0.02% | −42−4.4% | Reduced |
| Estabrook Capital Management | 940 | $144.0K | 0.03% | 00.0% | Unchanged |
| AIA Group Ltd | 949 | $145.0K | 0.01% | −624−39.7% | Reduced |
| Logan Capital Management Inc | 950 | $146.0K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 960 | $147.1K | 0.15% | +70+7.9% | Added |
| Quent Capital, LLC | 963 | $148.0K | 0.03% | +17+1.8% | Added |
| Tilia Fiduciary Partners, Inc. | 943 | $150.0K | 0.15% | −53−5.3% | Reduced |
| MV Capital Management, Inc. | 985 | $151.0K | 0.03% | +15+1.5% | Added |
| Pin Oak Investment Advisors Inc | 997 | $153.0K | 0.19% | 00.0% | Unchanged |
| Pflug Koory, LLC | 998 | $153.0K | 0.09% | 00.0% | Unchanged |
| First National Advisers, LLC | 1,023 | $157.0K | 0.23% | +1,023 | New |
| Key Financial Inc | 1,036 | $159.0K | 0.07% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,055 | $162.0K | 0.02% | −58−5.2% | Reduced |
| Farmers & Merchants Investments Inc | 1,088 | $167.0K | 0.01% | +25+2.4% | Added |
| Blume Capital Management, Inc. | 1,100 | $169.0K | 0.06% | 00.0% | Unchanged |
| Washington Trust Co | 1,110 | $170.0K | 0.01% | +15+1.4% | Added |
| Vigilant Capital Management, LLC | 1,125 | $172.0K | 0.02% | −86−7.1% | Reduced |
| Creative Financial Designs Inc | 1,121 | $172.0K | 0.03% | +3+0.3% | Added |
| Caldwell Trust Co | 1,191 | $182.5K | 0.03% | +90+8.2% | Added |
| Oakworth Capital, Inc. | 1,216 | $186.0K | 0.02% | −84−6.5% | Reduced |
| Laffer Tengler Investments | 1,217 | $186.4K | 0.07% | 00.0% | Unchanged |
| Earnest Partners LLC | 1,227 | $188.0K | 0.00% | +28+2.3% | Added |
| Eagle Bay Advisors LLC | 1,273 | $195.0K | 0.12% | −49−3.7% | Reduced |
| Hudson Portfolio Management LLC | 1,310 | $200.0K | 0.24% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 1,304 | $200.0K | 0.09% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 1,314 | $201.0K | 0.10% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 1,318 | $202.0K | 0.02% | −382−22.5% | Reduced |
| Wedgewood Investors Inc | 1,320 | $202.0K | 0.31% | 00.0% | Unchanged |
| David Loasby | 1,280 | $202.0K | 0.03% | −25−1.9% | Reduced |
| Paragon Capital Management Ltd | 1,317 | $202.0K | 0.06% | +1,317 | New |
| Lombard Odier Asset Management (Switzerland) SA | 1,327 | $203.0K | 0.02% | −1,307−49.6% | Reduced |
| Pettee Investors, Inc. | 1,322 | $203.0K | 0.11% | 00.0% | Unchanged |
| Old Port Advisors | 1,262 | $203.0K | 0.08% | −55−4.2% | Reduced |
| RMB Capital Management, LLC | 1,331 | $204.0K | 0.01% | −21−1.6% | Reduced |
| Vantage Consulting Group Inc | 1,334 | $204.0K | 0.12% | +130+10.8% | Added |
| Syntax Advisors, LLC | 1,334 | $204.0K | 0.17% | +130+10.8% | Added |
| Cypress Capital Management LLC | 1,338 | $205.0K | 0.04% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,344 | $206.0K | 0.05% | −12−0.9% | Reduced |
| Chicago Trust Co NA | 1,344 | $206.0K | 0.05% | +91+7.3% | Added |
| Charter Trust Co | 1,358 | $208.0K | 0.02% | −25−1.8% | Reduced |
| Parkside Financial Bank & Trust | 1,356 | $208.0K | 0.07% | +94+7.4% | Added |
| Henrickson Nauta Wealth Advisors, Inc. | 1,373 | $210.0K | 0.20% | +3+0.2% | Added |
| Stanley-Laman Group, Ltd. | 1,376 | $211.0K | 0.04% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 1,387 | $213.0K | 0.16% | +1,387 | New |
| Eagle Ridge Investment Management | 1,401 | $215.0K | 0.03% | 00.0% | Unchanged |
| CX Institutional | 1,408 | $216.0K | 0.01% | −171−10.8% | Reduced |
| First Nebraska Trust Co | 1,415 | $216.8K | 0.03% | 00.0% | Unchanged |
| Spinnaker Trust | 1,445 | $221.0K | 0.02% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 1,450 | $222.0K | 0.01% | −26−1.8% | Reduced |
| PYA Waltman Capital, LLC | 1,446 | $222.0K | 0.13% | +837+137.4% | Added |
| Fairhaven Wealth Management, LLC | 1,455 | $223.0K | 0.10% | +11+0.8% | Added |
| Alps Advisors Inc | 1,464 | $224.0K | 0.00% | −124−7.8% | Reduced |
| Robertson Stephens Wealth Management, LLC | 1,470 | $225.0K | 0.03% | −196−11.8% | Reduced |
| Windsor Capital Management, LLC | 1,470 | $225.0K | 0.08% | −54−3.5% | Reduced |
| Krilogy Financial LLC | 1,467 | $225.0K | 0.03% | +172+13.3% | Added |
| Marino, Stram & Associates LLC | 1,472 | $226.0K | 0.08% | +8+0.5% | Added |
| Convergence Investment Partners, LLC | 1,483 | $227.0K | 0.15% | +1,483 | New |
| MONECO Advisors, LLC | 1,485 | $228.0K | 0.09% | +2+0.1% | Added |
| Guardian Wealth Advisors, LLC | 1,486 | $228.0K | 0.04% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,449 | $228.0K | 0.07% | +163+12.7% | Added |
| Oak Thistle LLC | 1,487 | $228.0K | 0.82% | +1,487 | New |
| All Terrain Financial Advisors, LLC | 1,495 | $229.0K | 0.12% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 1,492 | $229.0K | 0.02% | +2+0.1% | Added |
| Howland Capital Management LLC | 1,494 | $229.0K | 0.01% | +1,494 | New |
| Bryn Mawr Trust Co | 1,498 | $230.0K | 0.01% | −112−7.0% | Reduced |
| Thomasville National Bank | 1,504 | $230.0K | 0.03% | −66−4.2% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 1,500 | $230.0K | 0.02% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 1,510 | $231.0K | 0.15% | +10+0.7% | Added |
| Anchor Investment Management, LLC | 1,510 | $231.3K | 0.04% | 00.0% | Unchanged |
| Shelton Capital Management | 1,514 | $232.0K | 0.01% | −69−4.4% | Reduced |
| Avantax Planning Partners, Inc. | 1,523 | $233.0K | 0.01% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,522 | $233.0K | 0.10% | −4−0.3% | Reduced |
| Aspen Investment Management Inc | 1,522 | $233.0K | 0.16% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,519 | $233.0K | 0.07% | +3+0.2% | Added |
| Eagle Harbor Asset Management Inc | 1,522 | $233.2K | 0.40% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 1,530 | $234.0K | 0.02% | +32+2.1% | Added |
| IFP Advisors, Inc | 2,396 | $234.0K | 0.01% | +205+9.4% | Added |
| Formidable Asset Management, LLC | 1,336 | $235.0K | 0.05% | −73−5.2% | Reduced |
| Heritage Wealth Advisors | 1,536 | $235.3K | 0.02% | +1+0.1% | Added |
| Eudaimonia Partners, LLC | 1,540 | $236.0K | 0.06% | −379−19.7% | Reduced |
| Orion Portfolio Solutions, LLC | 1,546 | $237.0K | 0.01% | −62−3.9% | Reduced |
| Bickling Financial Services, Inc. | 1,543 | $237.0K | 0.16% | −55−3.4% | Reduced |
| Capstone Investment Advisors, LLC | 1,555 | $238.0K | 0.01% | +1,135+270.2% | Added |
| Northwest Quadrant Wealth Management, LLC | 1,560 | $239.0K | 0.08% | +8+0.5% | Added |
| Knightsbridge Asset Management, LLC | 1,563 | $239.0K | 0.05% | +1,563 | New |
| Burke & Herbert Bank & Trust Co | 1,562 | $240.0K | 0.20% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 1,569 | $240.0K | 0.05% | +1,569 | New |
| Wade G W & Inc | 1,570 | $241.0K | 0.01% | −3−0.2% | Reduced |
| Somerville Kurt F | 1,575 | $241.0K | 0.05% | 00.0% | Unchanged |
| Sloy Dahl & Holst, LLC | 1,574 | $241.0K | 0.05% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 1,580 | $242.0K | 0.02% | −140−8.1% | Reduced |
| Sentry Investment Management LLC | 1,581 | $242.0K | 0.11% | 00.0% | Unchanged |
| Budros, Ruhlin & Roe, Inc. | 1,591 | $244.0K | 0.03% | 00.0% | Unchanged |
| Essex Savings Bank | 1,598 | $245.0K | 0.10% | −59−3.6% | Reduced |
| Relaxing Retirement Coach | 1,600 | $245.0K | 0.12% | 00.0% | Unchanged |
| Five Oceans Advisors | 1,598 | $245.0K | 0.19% | +395+32.8% | Added |