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 |
|---|---|---|---|---|---|
| Tortoise Investment Management, LLC | 906 | $139.0K | 0.03% | +111+14.0% | Added |
| Clean Yield Group | 900 | $138.0K | 0.06% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 903 | $138.0K | 0.02% | +25+2.8% | Added |
| Sageworth Trust Co | 895 | $137.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 870 | $133.0K | 0.04% | +870 | New |
| Mascoma Wealth Management LLC | 857 | $131.0K | 0.05% | −15−1.7% | Reduced |
| New England Asset Management Inc | 847 | $130.0K | 0.00% | −577−40.5% | Reduced |
| Bangor Savings Bank | 848 | $130.0K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 843 | $129.0K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 845 | $129.0K | 0.18% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 701 | $129.0K | 0.01% | +143+25.6% | Added |
| Point72 Hong Kong Ltd | 836 | $128.0K | 0.01% | +836 | New |
| Global Financial Private Client, LLC | 800 | $125.7K | 0.07% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 738 | $125.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 774 | $119.0K | 0.02% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 750 | $115.0K | 0.04% | 00.0% | Unchanged |
| Field & Main Bank | 743 | $114.0K | 0.08% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 740 | $113.4K | 0.03% | −342−31.6% | Reduced |
| AlphaCentric Advisors LLC | 728 | $112.0K | 0.11% | +728 | New |
| Annapolis Financial Services, LLC | 716 | $110.0K | 0.04% | +78+12.2% | Added |
| Alta Advisers Ltd | 700 | $107.0K | 0.07% | +700 | New |
| Adirondack Trust Co | 680 | $104.0K | 0.06% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 679 | $104.0K | 0.02% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 676 | $104.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 670 | $103.0K | 0.00% | +447+200.4% | Added |
| Valley National Advisers Inc | 600 | $100.0K | 0.02% | −125−17.2% | Reduced |
| Monetary Management Group Inc | 650 | $100.0K | 0.03% | 00.0% | Unchanged |
| City Holding Co | 636 | $97.0K | 0.02% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 628 | $96.0K | 0.19% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 615 | $94.0K | 0.01% | +2+0.3% | Added |
| Sageworth Trust Co of South Dakota | 598 | $92.0K | 0.23% | −1,049−63.7% | Reduced |
| Bray Capital Advisors | 596 | $91.0K | 0.03% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 581 | $89.0K | 0.00% | −371−39.0% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 583 | $89.0K | 0.05% | +1+0.2% | Added |
| Core Alternative Capital | 576 | $88.0K | 0.01% | +158+37.8% | Added |
| Providence First Trust Co | 572 | $88.0K | 0.05% | +572 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 564 | $86.0K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 533 | $82.0K | 0.02% | +2+0.4% | Added |
| Howe & Rusling Inc | 530 | $81.0K | 0.01% | +423+395.3% | Added |
| Rocky Mountain Advisers, LLC | 515 | $79.0K | 0.10% | 00.0% | Unchanged |
| Gradient Investments LLC | 518 | $79.0K | 0.00% | +65+14.3% | Added |
| O'Dell Group, LLC | 508 | $78.0K | 0.03% | −31−5.8% | Reduced |
| Ellevest, Inc. | 507 | $78.0K | 0.01% | +194+62.0% | Added |
| Evoke Wealth, LLC | 502 | $77.0K | 0.00% | +25+5.2% | Added |
| Pacer Advisors, Inc. | 484 | $74.0K | 0.00% | −47,114−99.0% | Reduced |
| DuPont Capital Management Corp | 478 | $73.0K | 0.00% | −3,347−87.5% | Reduced |
| Endurance Wealth Management, Inc. | 475 | $73.0K | 0.01% | −121−20.3% | Reduced |
| Duncker Streett & Co Inc | 478 | $73.0K | 0.02% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 459 | $70.0K | 0.04% | −430−48.4% | Reduced |
| Peoples Financial Services Corp. | 459 | $70.0K | 0.04% | 00.0% | Unchanged |
| Glassman Wealth Services | 453 | $69.0K | 0.01% | −7−1.5% | Reduced |
| IMA Wealth, Inc. | 451 | $69.0K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 448 | $69.0K | 0.02% | +26+6.2% | Added |
| Clearview Wealth Advisors LLC | 446 | $68.0K | 0.05% | +3+0.7% | Added |
| West Paces Advisors Inc. | 443 | $67.9K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 408 | $63.0K | 0.00% | −465−53.3% | Reduced |
| Lee Financial Co | 387 | $60.0K | 0.01% | +16+4.3% | Added |
| Financial Enhancement Group LLC | 382 | $59.0K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 384 | $59.0K | 0.05% | 00.0% | Unchanged |
| Castleview Partners, LLC | 388 | $59.0K | 0.06% | +256+193.9% | Added |
| First Financial Corp | 381 | $58.0K | 0.04% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 374 | $57.0K | 0.01% | −411−52.4% | Reduced |
| American National Bank | 375 | $57.0K | 0.01% | +115+44.2% | Added |
| CVA Family Office, LLC | 367 | $56.0K | 0.02% | +5+1.4% | Added |
| Financial Perspectives, Inc | 343 | $52.5K | 0.03% | +53+18.3% | Added |
| Central Bank & Trust Co | 340 | $52.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 341 | $52.0K | 0.01% | +42+14.0% | Added |
| Dividend Assets Capital, LLC | 342 | $52.0K | 0.01% | +120+54.1% | Added |
| Westside Investment Management, Inc. | 334 | $51.0K | 0.00% | +141+73.1% | Added |
| RE Dickinson Investment Advisors, LLC | 325 | $50.0K | 0.04% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 322 | $50.0K | 0.00% | +1+0.3% | Added |
| Ci Investments Inc. | 320 | $49.0K | 0.00% | +291+1,003.4% | Added |
| Atlas Capital Advisors LLC | 315 | $48.3K | 0.01% | −34−9.7% | Reduced |
| Bell Investment Advisors, Inc | 311 | $48.0K | 0.01% | −15−4.6% | Reduced |
| Norwood Financial Corp | 310 | $47.0K | 0.08% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 297 | $46.0K | 0.00% | −18−5.7% | Reduced |
| TCTC Holdings, LLC | 298 | $46.0K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 289 | $44.0K | 0.01% | −1,000−77.6% | Reduced |
| Prestige Wealth Management Group LLC | 286 | $44.0K | 0.01% | −11−3.7% | Reduced |
| Hexagon Capital Partners LLC | 288 | $44.0K | 0.01% | +93+47.7% | Added |
| Hartford Financial Management Inc. | 278 | $43.0K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 279 | $43.0K | 0.00% | 00.0% | Unchanged |
| Vestor Capital, LLC | 275 | $42.0K | 0.01% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 259 | $40.0K | 0.01% | +1+0.4% | Added |
| Piscataqua Savings Bank | 260 | $40.0K | 0.04% | 00.0% | Unchanged |
| Old North State Trust, LLC | 258 | $40.0K | 0.03% | +258 | New |
| EverSource Wealth Advisors, LLC | 257 | $39.0K | 0.01% | +93+56.7% | Added |
| Atwood & Palmer Inc | 248 | $38.0K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 250 | $38.0K | 0.02% | +250 | New |
| Thompson Siegel & Walmsley LLC | 242 | $37.0K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 231 | $35.0K | 0.02% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 226 | $35.0K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 224 | $34.0K | 0.00% | −242−51.9% | Reduced |
| First Command Financial Services, Inc. | 224 | $34.0K | 0.00% | −242−51.9% | Reduced |
| McIlrath & Eck, LLC | 220 | $34.0K | 0.01% | +11+5.3% | Added |
| Edmond de Rothschild Holding S.A. | 221 | $34.0K | 0.00% | +221 | New |
| Accel Wealth Management | 205 | $33.0K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 210 | $32.0K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 211 | $32.0K | 0.03% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 200 | $31.0K | 0.01% | 00.0% | Unchanged |