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; 1,868 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 | 1,868 | $61.0B |
| Q1 2026 | 1,804 | $52.1B |
| Q4 2025 | 1,779 | $53.8B |
| Q3 2025 | 1,680 | $51.9B |
| Q2 2025 | 1,638 | $50.7B |
| Q1 2025 | 1,644 | $49.8B |
| Q4 2024 | 1,589 | $45.6B |
| Q3 2024 | 1,470 | $44.0B |
| Q2 2024 | 1,414 | $38.8B |
| Q1 2024 | 1,451 | $43.6B |
| Q4 2023 | 1,333 | $36.0B |
| Q3 2023 | 1,259 | $30.5B |
| Q2 2023 | 1,287 | $32.5B |
| Q1 2023 | 1,269 | $32.3B |
| Q4 2022 | 1,303 | $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 |
|---|---|---|---|---|---|
| Renaissance Group LLC | 1,616 | $248.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 1,613 | $247.0K | 0.12% | +1,004+164.9% | Added |
| 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 |
| 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 |
| Budros, Ruhlin & Roe, Inc. | 1,591 | $244.0K | 0.03% | 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 |
| 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 |
| 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 |
| 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 |
| Capstone Investment Advisors, LLC | 1,555 | $238.0K | 0.01% | +1,135+270.2% | Added |
| 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 |
| Eudaimonia Partners, LLC | 1,540 | $236.0K | 0.06% | −379−19.7% | Reduced |
| Heritage Wealth Advisors | 1,536 | $235.3K | 0.02% | +1+0.1% | Added |
| Formidable Asset Management, LLC | 1,336 | $235.0K | 0.05% | −73−5.2% | Reduced |
| 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 |
| Eagle Harbor Asset Management Inc | 1,522 | $233.2K | 0.40% | 00.0% | Unchanged |
| 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 |
| Shelton Capital Management | 1,514 | $232.0K | 0.01% | −69−4.4% | Reduced |
| Anchor Investment Management, LLC | 1,510 | $231.3K | 0.04% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 1,510 | $231.0K | 0.15% | +10+0.7% | Added |
| 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 |
| 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 |
| 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 |
| Convergence Investment Partners, LLC | 1,483 | $227.0K | 0.15% | +1,483 | New |
| Marino, Stram & Associates LLC | 1,472 | $226.0K | 0.08% | +8+0.5% | Added |
| 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 |
| Alps Advisors Inc | 1,464 | $224.0K | 0.00% | −124−7.8% | Reduced |
| Fairhaven Wealth Management, LLC | 1,455 | $223.0K | 0.10% | +11+0.8% | Added |
| 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 |
| Spinnaker Trust | 1,445 | $221.0K | 0.02% | 00.0% | Unchanged |
| First Nebraska Trust Co | 1,415 | $216.8K | 0.03% | 00.0% | Unchanged |
| CX Institutional | 1,408 | $216.0K | 0.01% | −171−10.8% | Reduced |
| Eagle Ridge Investment Management | 1,401 | $215.0K | 0.03% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 1,387 | $213.0K | 0.16% | +1,387 | New |
| Stanley-Laman Group, Ltd. | 1,376 | $211.0K | 0.04% | 00.0% | Unchanged |
| Henrickson Nauta Wealth Advisors, Inc. | 1,373 | $210.0K | 0.20% | +3+0.2% | 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 |
| 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 |
| Cypress Capital Management LLC | 1,338 | $205.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Cornell Pochily Investment Advisors, Inc. | 1,314 | $201.0K | 0.10% | 00.0% | Unchanged |
| 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 |
| Eagle Bay Advisors LLC | 1,273 | $195.0K | 0.12% | −49−3.7% | Reduced |
| Earnest Partners LLC | 1,227 | $188.0K | 0.00% | +28+2.3% | Added |
| Laffer Tengler Investments | 1,217 | $186.4K | 0.07% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,216 | $186.0K | 0.02% | −84−6.5% | Reduced |
| Caldwell Trust Co | 1,191 | $182.5K | 0.03% | +90+8.2% | 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 |
| Washington Trust Co | 1,110 | $170.0K | 0.01% | +15+1.4% | Added |
| Blume Capital Management, Inc. | 1,100 | $169.0K | 0.06% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,088 | $167.0K | 0.01% | +25+2.4% | Added |
| JFS Wealth Advisors, LLC | 1,055 | $162.0K | 0.02% | −58−5.2% | Reduced |
| Key Financial Inc | 1,036 | $159.0K | 0.07% | 00.0% | Unchanged |
| First National Advisers, LLC | 1,023 | $157.0K | 0.23% | +1,023 | New |
| Pin Oak Investment Advisors Inc | 997 | $153.0K | 0.19% | 00.0% | Unchanged |
| Pflug Koory, LLC | 998 | $153.0K | 0.09% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 985 | $151.0K | 0.03% | +15+1.5% | Added |
| Tilia Fiduciary Partners, Inc. | 943 | $150.0K | 0.15% | −53−5.3% | Reduced |
| Quent Capital, LLC | 963 | $148.0K | 0.03% | +17+1.8% | Added |
| United Community Bank | 960 | $147.1K | 0.15% | +70+7.9% | Added |
| Logan Capital Management Inc | 950 | $146.0K | 0.01% | 00.0% | Unchanged |
| AIA Group Ltd | 949 | $145.0K | 0.01% | −624−39.7% | Reduced |
| Estabrook Capital Management | 940 | $144.0K | 0.03% | 00.0% | Unchanged |
| Tompkins Financial Corp | 913 | $140.0K | 0.02% | −42−4.4% | Reduced |