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 |
|---|---|---|---|---|---|
| ForthRight Wealth Management, LLC | 2,214 | $339.0K | 0.20% | 00.0% | Unchanged |
| Assetmark, Inc | 2,210 | $339.0K | 0.00% | +29+1.3% | Added |
| Green Square Capital Advisors LLC | 2,217 | $340.0K | 0.06% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 2,217 | $340.0K | 0.09% | +195+9.6% | Added |
| Oberweis Asset Management Inc | 2,225 | $341.0K | 0.08% | +3+0.1% | Added |
| Salvus Wealth Management, LLC | 2,229 | $341.0K | 0.32% | +10+0.5% | Added |
| Trustcore Financial Services, LLC | 2,225 | $341.0K | 0.03% | +25+1.1% | Added |
| WFA Asset Management Corp | 2,231 | $341.8K | 0.24% | +12+0.5% | Added |
| SeaCrest Wealth Management, LLC | 2,244 | $344.0K | 0.05% | −297−11.7% | Reduced |
| Appleton Partners Inc | 2,253 | $345.0K | 0.03% | −9−0.4% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 2,258 | $346.0K | 0.01% | −18−0.8% | Reduced |
| Fund Management at Engine No. 1 LLC | 2,282 | $350.0K | 0.10% | −142−5.9% | Reduced |
| Lido Advisors, LLC | 2,287 | $350.0K | 0.01% | +509+28.6% | Added |
| Snowden Capital Advisors LLC | 2,296 | $351.0K | 0.02% | +260+12.8% | Added |
| Shepherd Kaplan Krochuk, LLC | 2,300 | $352.0K | 0.18% | 00.0% | Unchanged |
| First National Bank of South Miami | 2,308 | $354.0K | 0.27% | −2−0.1% | Reduced |
| Summit Global Investments | 2,311 | $354.0K | 0.03% | +16+0.7% | Added |
| Quantinno Capital Management LP | 2,310 | $354.0K | 0.05% | +242+11.7% | Added |
| Modera Wealth Management, LLC | 2,326 | $356.0K | 0.02% | −28−1.2% | Reduced |
| Castle Rock Wealth Management, LLC | 2,234 | $356.0K | 0.18% | 00.0% | Unchanged |
| Veracity Capital LLC | 2,322 | $356.0K | 0.19% | +102+4.6% | Added |
| Boston Trust Walden Corp | 2,328 | $357.0K | 0.00% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 2,344 | $359.0K | 0.02% | −34−1.4% | Reduced |
| TCI Wealth Advisors, Inc. | 2,343 | $359.0K | 0.06% | +32+1.4% | Added |
| Williams Jones Wealth Management, LLC. | 2,354 | $361.0K | 0.01% | −35−1.5% | Reduced |
| Crestwood Advisors Group LLC | 2,369 | $363.0K | 0.01% | −191−7.5% | Reduced |
| Carlson Capital Management | 2,387 | $366.0K | 0.03% | −60−2.5% | Reduced |
| Boit C F David | 2,400 | $368.0K | 0.30% | +2,400 | New |
| CWA Asset Management Group, LLC | 2,408 | $369.0K | 0.04% | +46+1.9% | Added |
| Centaurus Financial, Inc. | 2,409 | $369.0K | 0.04% | +99+4.3% | Added |
| Girard Partners Ltd. | 2,418 | $370.0K | 0.05% | −334−12.1% | Reduced |
| Moody Lynn & Lieberson, LLC | 2,418 | $370.0K | 0.04% | −109−4.3% | Reduced |
| City State Bank | 2,416 | $370.0K | 0.26% | +385+19.0% | Added |
| First National Corp | 2,421 | $371.0K | 0.10% | +114+4.9% | Added |
| Mendel Money Management | 2,432 | $373.0K | 0.23% | +162+7.1% | Added |
| Equitable Holdings, Inc. | 2,441 | $374.0K | 0.01% | +11+0.5% | Added |
| Harbour Capital Advisors, LLC | 2,390 | $376.0K | 0.13% | 00.0% | Unchanged |
| Choate Investment Advisors | 2,474 | $379.0K | 0.02% | −5−0.2% | Reduced |
| Mark Stevens | 2,482 | $380.0K | 0.05% | −471−15.9% | Reduced |
| Edge Capital Group, LLC | 2,478 | $380.0K | 0.03% | −11−0.4% | Reduced |
| Wesbanco Bank Inc | 2,487 | $381.0K | 0.03% | −4,267−63.2% | Reduced |
| Alhambra Investment Partners LLC | 2,490 | $381.0K | 0.29% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 2,490 | $381.0K | 0.03% | +2,490 | New |
| Farmers & Merchants Trust Co of Long Beach | 2,508 | $384.0K | 0.12% | +81+3.3% | Added |
| SRB Corp | 2,524 | $386.0K | 0.03% | −6,203−71.1% | Reduced |
| Clarius Group, LLC | 2,532 | $388.0K | 0.04% | −298−10.5% | Reduced |
| Wedbush Securities Inc | 2,533 | $388.0K | 0.02% | −181−6.7% | Reduced |
| Coastal Bridge Advisors, LLC | 2,536 | $389.0K | 0.10% | +405+19.0% | Added |
| Laurel Wealth Advisors, Inc. | 2,578 | $395.0K | 0.04% | −42−1.6% | Reduced |
| Penserra Capital Management LLC | 2,596 | $397.0K | 0.01% | −196−7.0% | Reduced |
| First National Bank Sioux Falls | 2,606 | $399.0K | 0.42% | 00.0% | Unchanged |
| ARGI Investment Services, LLC | 2,613 | $400.0K | 0.01% | +4+0.2% | Added |
| Sugarloaf Wealth Management, LLC | 2,622 | $402.0K | 0.10% | +2,622 | New |
| Associated Banc-Corp | 2,642 | $405.0K | 0.02% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 2,659 | $407.0K | 0.03% | +1,368+106.0% | Added |
| IFG Advisory, LLC | 2,681 | $410.0K | 0.04% | −111−4.0% | Reduced |
| Searle & Co. | 2,673 | $410.0K | 0.16% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 2,690 | $412.0K | 0.04% | +162+6.4% | Added |
| Stiles Financial Services Inc | 2,693 | $413.0K | 0.25% | −207−7.1% | Reduced |
| Northcape Wealth Management, LLC | 2,700 | $414.0K | 0.15% | 00.0% | Unchanged |
| Courier Capital LLC | 2,718 | $416.0K | 0.05% | 00.0% | Unchanged |
| Trust Asset Management LLC | 2,714 | $416.0K | 0.06% | +181+7.1% | Added |
| Northeast Investment Management | 2,732 | $419.0K | 0.03% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 2,739 | $420.0K | 0.12% | −200−6.8% | Reduced |
| MJP Associates Inc | 2,767 | $424.0K | 0.13% | +289+11.7% | Added |
| Foundation Resource Management Inc | 2,765 | $424.0K | 0.08% | +317+12.9% | Added |
| WMS Partners, LLC | 2,781 | $426.0K | 0.06% | +35+1.3% | Added |
| Axxcess Wealth Management, LLC | 2,780 | $426.0K | 0.04% | +90+3.3% | Added |
| Cozad Asset Management Inc | 2,790 | $427.0K | 0.07% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,826 | $432.0K | 0.03% | −1,419−33.4% | Reduced |
| Toroso Investments, LLC | 2,827 | $433.0K | 0.02% | −1,119−28.4% | Reduced |
| Bank of New Hampshire | 2,841 | $435.0K | 0.14% | −110−3.7% | Reduced |
| Karpas Strategies, LLC | 2,840 | $435.0K | 0.17% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 2,847 | $436.2K | 0.02% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 2,856 | $437.0K | 0.37% | +18+0.6% | Added |
| Ledyard National Bank | 2,857 | $438.0K | 0.06% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 2,863 | $439.0K | 0.07% | −134−4.5% | Reduced |
| Kestra Private Wealth Services, LLC | 2,892 | $443.0K | 0.03% | +57+2.0% | Added |
| Sky Investment Group LLC | 2,897 | $444.0K | 0.12% | 00.0% | Unchanged |
| Lewis Capital Management, LLC | 2,899 | $444.0K | 0.68% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 2,902 | $445.0K | 0.03% | −762−20.8% | Reduced |
| Clear Harbor Asset Management, LLC | 2,921 | $447.0K | 0.06% | −35−1.2% | Reduced |
| Ronald Blue Trust, Inc. | 2,643 | $447.0K | 0.01% | +216+8.9% | Added |
| Waldron Private Wealth LLC | 2,933 | $449.0K | 0.03% | −12−0.4% | Reduced |
| Cigna Investments Inc | 2,945 | $451.0K | 0.10% | −163−5.2% | Reduced |
| Equitable Trust Co | 2,942 | $451.0K | 0.04% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 2,948 | $452.0K | 0.07% | −74−2.4% | Reduced |
| Tradition Wealth Management, LLC | 2,967 | $455.0K | 0.07% | +297+11.1% | Added |
| Granite Investment Partners, LLC | 3,000 | $460.0K | 0.02% | 00.0% | Unchanged |
| High Note Wealth, LLC | 2,599 | $461.0K | 0.18% | −452−14.8% | Reduced |
| SkyOak Wealth, LLC | 3,011 | $461.0K | 0.17% | 00.0% | Unchanged |
| LMCG Investments, LLC | 3,032 | $465.0K | 0.03% | −100−3.2% | Reduced |
| Bridgefront Capital, LLC | 3,042 | $466.0K | 0.48% | +3,042 | New |
| Baldwin Brothers Inc | 3,055 | $468.0K | 0.06% | 00.0% | Unchanged |
| Brave Asset Management Inc | 3,080 | $472.0K | 0.24% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 3,086 | $473.0K | 0.04% | +369+13.6% | Added |
| Ameritas Investment Partners, Inc. | 3,148 | $481.0K | 0.02% | −156−4.7% | Reduced |
| Allworth Financial LP | 3,168 | $485.0K | 0.01% | −250−7.3% | Reduced |
| JNBA Financial Advisors | 3,176 | $487.0K | 0.08% | −86−2.6% | Reduced |
| Magnetar Financial LLC | 3,201 | $490.0K | 0.01% | +3,201 | New |