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 |
|---|---|---|---|---|---|
| Checchi Capital Advisers, LLC | 3,203 | $491.0K | 0.05% | +49+1.6% | Added |
| Plimoth Trust Co LLC | 3,210 | $492.0K | 0.17% | −47−1.4% | Reduced |
| Great Diamond Partners, LLC | 3,245 | $497.0K | 0.17% | +12+0.4% | Added |
| Quantamental Technologies LLC | 3,246 | $497.0K | 0.19% | +3,246 | New |
| Welch & Forbes LLC | 3,293 | $505.0K | 0.01% | +131+4.1% | Added |
| Private Capital Management LLC | 3,303 | $506.0K | 0.19% | −272−7.6% | Reduced |
| Davis R M Inc | 3,303 | $506.0K | 0.01% | 00.0% | Unchanged |
| Shilanski & Associates, Inc. | 3,303 | $506.0K | 0.19% | +3,303 | New |
| Valeo Financial Advisors, LLC | 3,310 | $507.0K | 0.03% | −49−1.5% | Reduced |
| Pitcairn Co | 3,311 | $507.0K | 0.06% | −15−0.5% | Reduced |
| Ar Asset Management Inc | 3,311 | $507.0K | 0.15% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,321 | $509.0K | 0.07% | +327+10.9% | Added |
| Strategic Advisors LLC | 3,344 | $512.0K | 0.11% | −26−0.8% | Reduced |
| CIBC World Markets Inc. | 3,354 | $514.0K | 0.00% | +55+1.7% | Added |
| Cresset Asset Management, LLC | 3,373 | $516.0K | 0.01% | −548−14.0% | Reduced |
| AdvisorNet Financial, Inc | 3,374 | $517.0K | 0.05% | −11−0.3% | Reduced |
| Integrated Wealth Concepts LLC | 3,397 | $520.0K | 0.02% | −183−5.1% | Reduced |
| Villere St Denis J & Co LLC | 3,433 | $525.0K | 0.04% | 00.0% | Unchanged |
| Aries Wealth Management | 2,858 | $527.0K | 0.23% | −61−2.1% | Reduced |
| Van Eck Associates Corp | 3,438 | $527.0K | 0.00% | +995+40.7% | Added |
| Oak Associates, Ltd | 3,447 | $528.0K | 0.04% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 3,447 | $528.0K | 0.05% | +10.0% | Added |
| Donaldson Capital Management, LLC | 3,487 | $534.0K | 0.03% | +1,000+40.2% | Added |
| Inlet Private Wealth, LLC | 3,500 | $536.0K | 0.16% | 00.0% | Unchanged |
| Park National Corp | 3,506 | $537.0K | 0.03% | +360+11.4% | Added |
| Kingsview Wealth Management, LLC | 3,517 | $539.0K | 0.03% | −5,689−61.8% | Reduced |
| Bank of Nova Scotia Trust Co | 3,517 | $539.0K | 0.06% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 3,523 | $541.0K | 0.03% | +75+2.2% | Added |
| Boyd Watterson Asset Management LLC | 3,538 | $542.0K | 0.25% | −9−0.3% | Reduced |
| Cambridge Trust Co | 3,553 | $544.0K | 0.03% | −73−2.0% | Reduced |
| Legacy Private Trust Co. | 3,558 | $545.0K | 0.05% | −1,093−23.5% | Reduced |
| CAPROCK Group, Inc. | 3,606 | $552.0K | 0.05% | +3,606 | New |
| Empirical Asset Management, LLC | 3,623 | $555.0K | 0.61% | +3,623 | New |
| Trust Co of Toledo NA | 3,634 | $557.0K | 0.11% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 3,643 | $558.0K | 0.04% | +887+32.2% | Added |
| Brighton Jones LLC | 3,649 | $559.0K | 0.03% | −281−7.2% | Reduced |
| Burns J W & Co Inc | 3,666 | $562.0K | 0.11% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 3,675 | $563.0K | 0.02% | +567+18.2% | Added |
| LVM Capital Management Ltd | 3,688 | $565.0K | 0.09% | +80+2.2% | Added |
| Balasa Dinverno & Foltz LLC | 3,697 | $566.0K | 0.04% | +600+19.4% | Added |
| Glenview Trust Co | 3,708 | $568.0K | 0.02% | 00.0% | Unchanged |
| Diversified Trust Co | 3,743 | $573.0K | 0.03% | −2,565−40.7% | Reduced |
| ICA Group Wealth Management, LLC | 3,753 | $575.0K | 0.12% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 3,753 | $575.0K | 0.25% | 00.0% | Unchanged |
| Copperwynd Financial, LLC | 3,760 | $576.0K | 0.33% | −138−3.5% | Reduced |
| Lindbrook Capital, LLC | 3,757 | $576.0K | 0.10% | −60−1.6% | Reduced |
| Bahl & Gaynor Inc | 3,768 | $577.0K | 0.00% | −132−3.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,767 | $577.0K | 0.08% | +2,203+140.9% | Added |
| Kanawha Capital Management LLC | 3,782 | $579.0K | 0.06% | 00.0% | Unchanged |
| Tradewinds, LLC. | 3,839 | $588.0K | 0.43% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 3,873 | $593.0K | 0.08% | −178−4.4% | Reduced |
| Beaumont Financial Partners, LLC | 3,882 | $595.0K | 0.06% | +27+0.7% | Added |
| Resources Investment Advisors, LLC. | 3,882 | $595.0K | 0.02% | +116+3.1% | Added |
| JB Capital LLC | 3,928 | $602.0K | 0.07% | +3,928 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,939 | $603.0K | 0.08% | 00.0% | Unchanged |
| Smithfield Trust Co | 3,945 | $604.0K | 0.04% | −418−9.6% | Reduced |
| Metis Global Partners, LLC | 3,952 | $605.0K | 0.10% | +121+3.2% | Added |
| Exchange Traded Concepts, LLC | 3,956 | $606.0K | 0.02% | +3,956 | New |
| Wilson & Boucher Capital Management, LLC | 3,988 | $611.0K | 0.71% | −400−9.1% | Reduced |
| MQS Management LLC | 3,989 | $611.0K | 0.40% | +3,989 | New |
| Sterneck Capital Management, LLC | 4,000 | $613.0K | 0.43% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 3,675 | $613.0K | 0.16% | −120−3.2% | Reduced |
| Ascent Group, LLC | 3,332 | $615.0K | 0.07% | +444+15.4% | Added |
| Clear Street Markets LLC | 4,035 | $618.0K | 0.12% | −1,350−25.1% | Reduced |
| Baader Bank INC | 4,060 | $622.0K | 0.05% | 00.0% | Unchanged |
| Bank of Stockton | 4,057 | $622.0K | 0.24% | −40−1.0% | Reduced |
| American Portfolios Advisors | 4,064 | $622.6K | 0.03% | +1,051+34.9% | Added |
| Qtron Investments LLC | 4,072 | $624.0K | 0.16% | 00.0% | Unchanged |
| Walleye Trading LLC | 4,081 | $625.0K | 0.02% | −11,844−74.4% | Reduced |
| Apollon Wealth Management, LLC | 4,090 | $627.0K | 0.05% | −506−11.0% | Reduced |
| Donald L. Hagan, LLC | 4,192 | $642.0K | 0.46% | −81−1.9% | Reduced |
| Vectors Research Management, LLC | 4,225 | $647.0K | 0.18% | 00.0% | Unchanged |
| HNP Capital LLC | 4,225 | $647.0K | 0.19% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 4,251 | $651.0K | 0.48% | −288−6.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 4,265 | $653.0K | 0.03% | −90−2.1% | Reduced |
| Bremer Bank National Association | 4,277 | $656.0K | 0.15% | 00.0% | Unchanged |
| Samson Rock Capital LLP | 4,296 | $658.0K | 0.49% | +4,296 | New |
| Wealth Quarterback LLC | 4,303 | $659.0K | 0.70% | −815−15.9% | Reduced |
| Bridges Investment Management Inc | 4,315 | $661.0K | 0.03% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 4,332 | $664.0K | 0.26% | +61+1.4% | Added |
| Great Lakes Advisors, LLC | 4,338 | $665.0K | 0.01% | −24,942−85.2% | Reduced |
| FineMark National Bank & Trust | 4,395 | $673.0K | 0.03% | −52−1.2% | Reduced |
| Moors & Cabot, Inc. | 4,404 | $675.0K | 0.05% | −315−6.7% | Reduced |
| Forum Financial Management, LP | 4,413 | $676.0K | 0.03% | +41+0.9% | Added |
| Stock Yards Bank & Trust Co | 4,456 | $683.0K | 0.03% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 4,498 | $689.0K | 0.02% | +2,850+172.9% | Added |
| Mission Wealth Management, LP | 4,533 | $694.0K | 0.04% | +100+2.3% | Added |
| Versor Investments LP | 4,550 | $697.0K | 0.04% | +4,550 | New |
| Trust Co of Vermont | 4,572 | $700.0K | 0.06% | −137−2.9% | Reduced |
| Busey Wealth Management | 4,661 | $714.0K | 0.04% | +41+0.9% | Added |
| Lincoln National Corp | 4,701 | $720.0K | 0.02% | +1,688+56.0% | Added |
| Regent Investment Management LLC | 4,721 | $723.0K | 0.21% | 00.0% | Unchanged |
| Rosenbaum Jay D. | 4,772 | $731.0K | 1.68% | −25−0.5% | Reduced |
| Haverford Trust Co | 4,797 | $735.0K | 0.01% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 4,806 | $736.0K | 0.21% | −1,011−17.4% | Reduced |
| Central Trust Co | 4,806 | $736.0K | 0.03% | +285+6.3% | Added |
| Academy Capital Management Inc | 4,870 | $746.0K | 0.16% | −200−3.9% | Reduced |
| Wolverine Trading, LLC | 4,822 | $746.0K | 0.03% | +381+8.6% | Added |
| Park Avenue Securities LLC | 4,924 | $754.0K | 0.02% | +780+18.8% | Added |
| Wealthsource Partners, LLC | 4,940 | $757.0K | 0.06% | +546+12.4% | Added |