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 |
|---|---|---|---|---|---|
| Lederer & Associates Investment Counsel | 4,987 | $764.0K | 0.65% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 5,009 | $767.0K | 0.03% | +443+9.7% | Added |
| Investors Asset Management of Georgia Inc | 5,011 | $768.0K | 0.40% | 00.0% | Unchanged |
| XTX Topco Ltd | 5,016 | $768.0K | 0.19% | +5,016 | New |
| Sawtooth Solutions, LLC | 5,032 | $771.0K | 0.11% | +2,195+77.4% | Added |
| Hanson & Doremus Investment Management | 5,053 | $774.0K | 0.20% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 5,102 | $782.0K | 0.02% | +265+5.5% | Added |
| Fiduciary Trust Co | 5,111 | $783.0K | 0.02% | −100−1.9% | Reduced |
| Guyasuta Investment Advisors Inc | 5,112 | $783.0K | 0.07% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 5,151 | $790.0K | 0.01% | +852+19.8% | Added |
| Buckingham Strategic Wealth, LLC | 5,170 | $792.0K | 0.02% | +142+2.8% | Added |
| MUFG Americas Holdings Corp | 5,187 | $795.0K | 0.02% | −201−3.7% | Reduced |
| DCM Advisors, LLC | 5,209 | $798.0K | 0.40% | −148−2.8% | Reduced |
| Bank of Hawaii | 5,248 | $804.0K | 0.05% | +1,434+37.6% | Added |
| Journey Advisory Group, LLC | 5,275 | $808.0K | 0.21% | −100−1.9% | Reduced |
| PEAK6 Investments LLC | 5,441 | $834.0K | 0.03% | −10,866−66.6% | Reduced |
| Redpoint Investment Management Pty Ltd | 5,450 | $835.0K | 0.12% | −391−6.7% | Reduced |
| Dakota Wealth Management | 5,450 | $835.0K | 0.07% | +5,450 | New |
| Federation des caisses Desjardins du Quebec | 5,461 | $836.6K | 0.01% | +504+10.2% | Added |
| Douglass Winthrop Advisors, LLC | 5,480 | $840.0K | 0.03% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 5,496 | $842.0K | 0.09% | −52−0.9% | Reduced |
| Providence Wealth Advisors, LLC | 4,578 | $843.0K | 0.63% | −416−8.3% | Reduced |
| Weik Capital Management | 5,525 | $846.0K | 0.42% | −200−3.5% | Reduced |
| AMG National Trust Bank | 5,597 | $857.0K | 0.03% | +1,100+24.5% | Added |
| Founders Financial Securities LLC | 5,724 | $877.0K | 0.16% | +913+19.0% | Added |
| Focus Financial Network, Inc. | 5,758 | $882.1K | 0.08% | −10−0.2% | Reduced |
| Roundview Capital LLC | 5,797 | $888.0K | 0.11% | +314+5.7% | Added |
| Signaturefd, LLC | 5,836 | $894.0K | 0.03% | −291−4.7% | Reduced |
| Advisor OS, LLC | 5,861 | $898.0K | 0.27% | −1,010−14.7% | Reduced |
| Aureus Asset Management, LLC | 5,930 | $908.0K | 0.08% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 5,931 | $909.0K | 0.07% | −3,489−37.0% | Reduced |
| Studio Investment Management LLC | 5,968 | $914.3K | 0.33% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 6,050 | $927.0K | 0.02% | −200−3.2% | Reduced |
| Empirical Finance, LLC | 6,066 | $929.0K | 0.11% | +959+18.8% | Added |
| Private Trust Co NA | 6,097 | $934.0K | 0.15% | −23−0.4% | Reduced |
| Elmwood Wealth Management, Inc. | 6,139 | $940.0K | 0.47% | +105+1.7% | Added |
| Institute for Wealth Management, LLC. | 6,161 | $944.0K | 0.21% | −412−6.3% | Reduced |
| Bard Financial Services, Inc. | 6,185 | $948.0K | 0.09% | 00.0% | Unchanged |
| Corsicana & Co. | 6,224 | $954.0K | 0.80% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 6,396 | $980.0K | 0.29% | −200−3.0% | Reduced |
| Corient Capital Partners, LLC | 5,841 | $988.0K | 0.08% | +635+12.2% | Added |
| Vestcor Inc | 6,515 | $998.0K | 0.04% | −401−5.8% | Reduced |
| Harvest Volatility Management LLC | 6,451 | $998.0K | 0.17% | +51+0.8% | Added |
| AE Wealth Management LLC | 6,527 | $1.00M | 0.01% | +616+10.4% | Added |
| Ballast, Inc. | 6,594 | $1.01M | 0.49% | +57+0.9% | Added |
| Mirabella Financial Services LLP | 6,556 | $1.01M | 0.11% | −9,074−58.1% | Reduced |
| Resources Management Corp | 6,642 | $1.02M | 0.18% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 6,723 | $1.03M | 0.19% | +508+8.2% | Added |
| Balentine LLC | 6,735 | $1.03M | 0.04% | −7,484−52.6% | Reduced |
| Lifeworks Advisors, LLC | 5,601 | $1.03M | 0.59% | −501−8.2% | Reduced |
| Asset Allocation & Management Company, LLC | 6,768 | $1.04M | 0.45% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 6,779 | $1.04M | 0.12% | −150−2.2% | Reduced |
| Silvercrest Asset Management Group LLC | 6,792 | $1.04M | 0.01% | 00.0% | Unchanged |
| We Are One Seven, LLC | 6,799 | $1.04M | 0.10% | +163+2.5% | Added |
| Vaughan David Investments LLC | 6,831 | $1.05M | 0.04% | −267−3.8% | Reduced |
| Veriti Management LLC | 6,856 | $1.05M | 0.15% | +78+1.2% | Added |
| Eagle Capital Management LLC | 6,900 | $1.06M | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 6,950 | $1.06M | 0.03% | +2,739+65.0% | Added |
| Gifford Fong Associates | 7,000 | $1.07M | 0.27% | 00.0% | Unchanged |
| Profund Advisors LLC | 7,022 | $1.08M | 0.08% | −222−3.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 7,133 | $1.09M | 0.12% | +1,179+19.8% | Added |
| Venture Visionary Partners LLC | 7,151 | $1.09M | 0.09% | +715+11.1% | Added |
| DAGCO, Inc. | 7,154 | $1.10M | 0.69% | +20.0% | Added |
| GSB Wealth Management, LLC | 7,152 | $1.10M | 0.40% | +20+0.3% | Added |
| Financial Advisory Service, Inc. | 7,162 | $1.10M | 0.12% | +1,655+30.1% | Added |
| Essex Financial Services, Inc. | 7,194 | $1.10M | 0.13% | +264+3.8% | Added |
| Connecticut Wealth Management, LLC | 7,229 | $1.11M | 0.10% | −9−0.1% | Reduced |
| Parallel Advisors, LLC | 7,258 | $1.11M | 0.05% | −784−9.7% | Reduced |
| Toews Corp | 7,300 | $1.12M | 0.82% | +400+5.8% | Added |
| Symmetry Partners, LLC | 7,348 | $1.13M | 0.08% | −359−4.7% | Reduced |
| Tevis Investment Management | 7,347 | $1.13M | 1.10% | +171+2.4% | Added |
| Fifth Third Bancorp | 7,554 | $1.16M | 0.01% | −434−5.4% | Reduced |
| Meiji Yasuda Life Insurance Co | 7,574 | $1.16M | 0.03% | −614−7.5% | Reduced |
| Ancora Advisors, LLC | 7,594 | $1.16M | 0.04% | −150−1.9% | Reduced |
| Aquatic Capital Management LLC | 7,600 | $1.16M | 0.11% | +7,600 | New |
| Cambria Investment Management, L.P. | 7,616 | $1.17M | 0.13% | +5,551+268.8% | Added |
| Savant Capital, LLC | 7,731 | $1.18M | 0.04% | −863−10.0% | Reduced |
| Guardian Capital Advisors LP | 7,448 | $1.19M | 0.15% | −300−3.9% | Reduced |
| Ferguson Wellman Capital Management, Inc | 7,745 | $1.19M | 0.05% | −173−2.2% | Reduced |
| Impax Asset Management Group plc | 7,765 | $1.19M | 0.01% | −500−6.0% | Reduced |
| Steel Peak Wealth Management LLC | 7,863 | $1.21M | 0.09% | −49,829−86.4% | Reduced |
| Moody National Bank Trust Division | 7,980 | $1.22M | 0.13% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 7,983 | $1.22M | 0.47% | +37+0.5% | Added |
| Investment Management of Virginia LLC | 8,007 | $1.23M | 0.27% | +90+1.1% | Added |
| Capital Wealth Planning, LLC | 8,026 | $1.23M | 0.02% | +8,026 | New |
| Argent Advisors, Inc. | 8,034 | $1.23M | 0.72% | +114+1.4% | Added |
| Jacobi Capital Management LLC | 8,037 | $1.23M | 0.17% | +243+3.1% | Added |
| Sumitomo Life Insurance Co | 8,117 | $1.24M | 0.05% | −881−9.8% | Reduced |
| Prelude Capital Management, LLC | 8,149 | $1.25M | 0.06% | +8,149 | New |
| Banque Cantonale Vaudoise | 8,338 | $1.28M | 0.07% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 8,368 | $1.28M | 0.12% | −83−1.0% | Reduced |
| Erste Asset Management GmbH | 8,300 | $1.28M | 0.03% | −1,100−11.7% | Reduced |
| AlphaCrest Capital Management LLC | 8,385 | $1.28M | 0.08% | −3,623−30.2% | Reduced |
| FRG Family Wealth Advisors LLC | 8,475 | $1.30M | 0.32% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 8,505 | $1.30M | 0.12% | +307+3.7% | Added |
| Naples Global Advisors, LLC | 8,536 | $1.31M | 0.18% | +101+1.2% | Added |
| Benin Management CORP | 8,549 | $1.31M | 0.55% | −300−3.4% | Reduced |
| Bailard, Inc. | 8,556 | $1.31M | 0.05% | +31+0.4% | Added |
| Nicholas Hoffman & Company, LLC. | 8,557 | $1.31M | 0.06% | +203+2.4% | Added |
| Allstate Corp | 8,565 | $1.31M | 0.04% | +3,727+77.0% | Added |