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 |
|---|---|---|---|---|---|
| Spire Wealth Management | 1,604 | $246.0K | 0.01% | −1,705−51.5% | Reduced |
| Csenge Advisory Group | 1,604 | $246.0K | 0.02% | +11+0.7% | Added |
| State of Wyoming | 1,613 | $247.0K | 0.12% | +1,004+164.9% | Added |
| Delta Asset Management LLC | 1,619 | $248.0K | 0.03% | 00.0% | Unchanged |
| Renaissance Group LLC | 1,616 | $248.0K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 1,625 | $249.0K | 0.08% | +1,625 | New |
| Mach-1 Financial Group, Inc. | 1,632 | $250.0K | 0.26% | −1,521−48.2% | Reduced |
| Harbor Investment Advisory, LLC | 1,634 | $250.0K | 0.04% | +3+0.2% | Added |
| Wealth Effects LLC | 1,630 | $250.0K | 0.15% | +1+0.1% | Added |
| Leavell Investment Management, Inc. | 1,639 | $251.0K | 0.02% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 1,671 | $256.0K | 0.05% | +1,671 | New |
| Advisors Capital Management, LLC | 1,409 | $257.0K | 0.01% | +178+14.5% | Added |
| Basepoint Wealth LLC | 1,687 | $258.5K | 0.28% | −96−5.4% | Reduced |
| Destination Wealth Management | 1,688 | $259.0K | 0.01% | −125−6.9% | Reduced |
| Pavion Blue Capital, LLC | 1,688 | $259.0K | 0.19% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,693 | $260.0K | 0.02% | −268−13.7% | Reduced |
| American Trust | 1,702 | $261.0K | 0.02% | −69−3.9% | Reduced |
| Smith, Moore & Co. | 1,710 | $262.0K | 0.04% | −415−19.5% | Reduced |
| First Farmers & Merchants Bank / Trust | 1,707 | $262.0K | 0.35% | −30−1.7% | Reduced |
| Cobblestone Capital Advisors LLC | 1,713 | $262.0K | 0.02% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 1,708 | $262.0K | 0.55% | +1,708 | New |
| McKinley Carter Wealth Services, Inc. | 1,716 | $263.0K | 0.02% | −28−1.6% | Reduced |
| Proficio Capital Partners LLC | 1,714 | $263.0K | 0.05% | −18−1.0% | Reduced |
| Evergreen Wealth Solutions, LLC | 1,730 | $265.0K | 0.38% | −150−8.0% | Reduced |
| D L Carlson Investment Group Inc | 1,730 | $265.0K | 0.06% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 1,728 | $265.0K | 0.08% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 1,729 | $265.0K | 0.03% | +29+1.7% | Added |
| Fox Run Management, L.L.C. | 1,730 | $265.0K | 0.10% | +1,730 | New |
| BFSG, LLC | 1,739 | $266.0K | 0.06% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,738 | $266.0K | 0.02% | +40+2.4% | Added |
| Menard Financial Group LLC | 1,741 | $267.0K | 0.48% | +1,741 | New |
| Aptus Capital Advisors, LLC | 1,763 | $270.0K | 0.01% | +1+0.1% | Added |
| Alpha Paradigm Partners, LLC | 1,772 | $271.0K | 0.12% | −1,099−38.3% | Reduced |
| Neville Rodie & Shaw Inc | 1,775 | $272.0K | 0.03% | 00.0% | Unchanged |
| Great Point Wealth Advisors, LLC | 1,775 | $272.0K | 0.10% | 00.0% | Unchanged |
| Graypoint LLC | 1,825 | $280.0K | 0.04% | +255+16.2% | Added |
| Wealthspire Advisors, LLC | 1,825 | $280.0K | 0.01% | +1,825 | New |
| South State Corp. | 1,838 | $282.0K | 0.03% | 00.0% | Unchanged |
| Advisors Management Group Inc | 1,839 | $282.0K | 0.11% | 00.0% | Unchanged |
| Stillwater Investment Management, LLC | 1,840 | $282.0K | 0.09% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,857 | $285.0K | 0.08% | −1,859−50.0% | Reduced |
| Athena Investment Management | 1,868 | $286.0K | 0.24% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 1,885 | $289.0K | 0.02% | 00.0% | Unchanged |
| Investors Research Corp | 1,887 | $289.0K | 0.09% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 1,895 | $290.0K | 0.07% | −79−4.0% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,898 | $291.0K | 0.07% | +49+2.7% | Added |
| Schmidt P J Investment Management Inc | 1,650 | $291.0K | 0.07% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 1,906 | $292.0K | 0.03% | −1,042−35.3% | Reduced |
| Financial Advocates Investment Management | 1,913 | $292.0K | 0.03% | +1,913 | New |
| New Potomac Partners, LLC | 1,915 | $293.0K | 0.25% | −480−20.0% | Reduced |
| Whalerock Point Partners, LLC | 1,915 | $293.0K | 0.13% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 1,923 | $295.0K | 0.01% | +1,923 | New |
| Marco Investment Management LLC | 1,935 | $296.0K | 0.04% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 1,930 | $296.0K | 0.06% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 1,940 | $297.0K | 0.02% | −2,176−52.9% | Reduced |
| RWM Asset Management, LLC | 1,944 | $298.0K | 0.07% | +1,794+1,196.0% | Added |
| FFT Wealth Management LLC | 1,946 | $298.0K | 0.04% | +1,946 | New |
| LGL Partners, LLC | 1,946 | $298.0K | 0.06% | +1,946 | New |
| Defined Wealth Management, LLC | 1,954 | $299.0K | 0.33% | 00.0% | Unchanged |
| Karp Capital Management Corp | 1,949 | $299.0K | 0.06% | +130+7.1% | Added |
| Buckingham Strategic Partners | 1,950 | $299.0K | 0.02% | +626+47.3% | Added |
| Brookstone Capital Management | 1,886 | $300.0K | 0.01% | −2,443−56.4% | Reduced |
| Ropes Wealth Advisors LLC | 1,955 | $300.0K | 0.06% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 1,967 | $301.0K | 0.03% | −25−1.3% | Reduced |
| Altfest L J & Co Inc | 1,969 | $302.0K | 0.06% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,976 | $302.7K | 0.12% | −6−0.3% | Reduced |
| Hilltop Holdings Inc. | 1,985 | $304.0K | 0.04% | −171−7.9% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,983 | $304.0K | 0.19% | 00.0% | Unchanged |
| MKT Advisors LLC | 1,990 | $305.0K | 0.27% | +1,990 | New |
| Plante Moran Financial Advisors, LLC | 2,000 | $306.0K | 0.05% | −40−2.0% | Reduced |
| Kornitzer Capital Management Inc | 2,000 | $306.0K | 0.01% | +2,000 | New |
| TAP Consulting, LLC | 2,000 | $306.0K | 0.08% | +2,000 | New |
| Flagship Harbor Advisors, LLC | 2,009 | $308.0K | 0.04% | −45−2.2% | Reduced |
| Wintrust Investments LLC | 2,012 | $308.0K | 0.04% | +2,012 | New |
| Maven Securities LTD | 2,011 | $308.0K | 0.01% | +2,011 | New |
| Graham Capital Management, L.P. | 2,017 | $309.0K | 0.01% | −652−24.4% | Reduced |
| Integrated Advisors Network LLC | 2,019 | $309.0K | 0.02% | −124−5.8% | Reduced |
| Stockman Wealth Management, Inc. | 2,022 | $310.0K | 0.08% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 2,029 | $311.0K | 0.00% | −192−8.6% | Reduced |
| 1620 Investment Advisors, Inc. | 2,039 | $312.0K | 0.46% | +2,039 | New |
| Evermay Wealth Management LLC | 2,050 | $314.0K | 0.06% | +60+3.0% | Added |
| Diligent Investors, LLC | 2,056 | $315.0K | 0.11% | +2,056 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,073 | $318.0K | 0.00% | −3,000−59.1% | Reduced |
| Retirement Planning Group | 2,074 | $318.0K | 0.04% | +2,074 | New |
| Keystone Financial Group | 2,081 | $319.0K | 0.06% | +7+0.3% | Added |
| Warther Private Wealth, LLC | 2,094 | $321.0K | 0.25% | −112−5.1% | Reduced |
| 55I, LLC | 2,113 | $323.0K | 0.01% | +2,113 | New |
| Fortem Financial Group, LLC | 2,122 | $325.0K | 0.22% | −352−14.2% | Reduced |
| Valley Brook Capital Group | 2,127 | $325.0K | 0.35% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 2,075 | $326.0K | 0.46% | −3−0.1% | Reduced |
| BCJ Capital Management, LLC | 2,129 | $326.0K | 0.03% | +2,129 | New |
| SlateStone Wealth, LLC | 2,148 | $329.0K | 0.09% | +61+2.9% | Added |
| River Wealth Advisors LLC | 2,156 | $330.0K | 0.07% | −199−8.5% | Reduced |
| Sequoia Financial Advisors, LLC | 2,159 | $331.0K | 0.01% | −986−31.4% | Reduced |
| Fiduciary Group LLC | 1,818 | $333.0K | 0.04% | +30+1.7% | Added |
| First Citizens Bank & Trust Co | 2,181 | $334.0K | 0.01% | −64−2.9% | Reduced |
| InterOcean Capital Group, LLC | 2,188 | $335.0K | 0.01% | −473−17.8% | Reduced |
| V Wealth Advisors LLC | 2,192 | $336.0K | 0.07% | 00.0% | Unchanged |
| Doyle Wealth Management | 2,195 | $336.0K | 0.03% | +11+0.5% | Added |
| Grimes & Company, Inc. | 2,215 | $339.0K | 0.02% | −5−0.2% | Reduced |