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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.

Institutional holdersQ3 2022: 1,204 institutions
Q1 2021: 1,172 institutionsQ2 2021: 1,138 institutionsQ3 2021: 1,137 institutionsQ4 2021: 1,229 institutionsQ1 2022: 1,277 institutionsQ2 2022: 1,222 institutionsQ3 2022: 1,204 institutionsQ4 2022: 1,303 institutionsQ1 2023: 1,269 institutionsQ2 2023: 1,287 institutionsQ3 2023: 1,259 institutionsQ4 2023: 1,333 institutionsQ1 2024: 1,451 institutionsQ2 2024: 1,414 institutionsQ3 2024: 1,470 institutionsQ4 2024: 1,589 institutionsQ1 2025: 1,644 institutionsQ2 2025: 1,638 institutionsQ3 2025: 1,680 institutionsQ4 2025: 1,779 institutionsQ1 2026: 1,804 institutionsQ2 2026: 1,868 institutions
Value heldQ3 2022: $29.7B
Q1 2021: $31.5BQ2 2021: $31.0BQ3 2021: $31.1BQ4 2021: $31.3BQ1 2022: $36.0BQ2 2022: $33.1BQ3 2022: $29.7BQ4 2022: $36.0BQ1 2023: $32.3BQ2 2023: $32.5BQ3 2023: $30.5BQ4 2023: $36.0BQ1 2024: $43.6BQ2 2024: $38.8BQ3 2024: $44.0BQ4 2024: $45.6BQ1 2025: $49.8BQ2 2025: $50.7BQ3 2025: $51.9BQ4 2025: $53.8BQ1 2026: $52.1BQ2 2026: $61.0B
Institutions holding TRV and their total value by quarter
QuarterHoldersValue
Q2 20261,868$61.0B
Q1 20261,804$52.1B
Q4 20251,779$53.8B
Q3 20251,680$51.9B
Q2 20251,638$50.7B
Q1 20251,644$49.8B
Q4 20241,589$45.6B
Q3 20241,470$44.0B
Q2 20241,414$38.8B
Q1 20241,451$43.6B
Q4 20231,333$36.0B
Q3 20231,259$30.5B
Q2 20231,287$32.5B
Q1 20231,269$32.3B
Q4 20221,303$36.0B
Q3 20221,204$29.7B
Q2 20221,222$33.1B
Q1 20221,277$36.0B
Q4 20211,229$31.3B
Q3 20211,137$31.1B
Q2 20211,138$31.0B
Q1 20211,172$31.5B

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding Travelers Companies, Inc.; share changes are against Q2 2022.

Institutions holding TRV in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
AllSquare Wealth Management LLC1$00.00%00.0%Unchanged
USA Financial Portformulas Corp1$00.00%+1New
Iron Horse Wealth Management, LLC2$00.00%+2New
Householder Group Estate & Retirement Specialist, LLC1$00.00%+1New
Kozak & Associates, Inc.0$00.00%−43−100.0%Sold out
Jacobs Levy Equity Management, Inc0$00.00%−512,839−100.0%Sold out
Adage Capital Partners GP, L.L.C.0$00.00%−159,913−100.0%Sold out
Retirement Systems of Alabama0$00.00%−145,650−100.0%Sold out
Wellington Management Group LLP0$00.00%−98,935−100.0%Sold out
Braun Stacey Associates Inc0$00.00%−94,363−100.0%Sold out
Capitolis Advisors LLC0$00.00%−89,822−100.0%Sold out
Renaissance Technologies LLC0$00.00%−70,100−100.0%Sold out
Crestline Management, LP0$00.00%−55,000−100.0%Sold out
Cerity Partners LLC0$00.00%−53,909−100.0%Sold out
Gillson Capital LP0$00.00%−51,445−100.0%Sold out
tru Independence LLC0$00.00%−33,853−100.0%Sold out
Koshinski Asset Management, Inc.0$00.00%−31,486−100.0%Sold out
Garland Capital Management Inc0$00.00%−30,180−100.0%Sold out
Kettle Hill Capital Management, LLC0$00.00%−21,452−100.0%Sold out
Maryland State Retirement & Pension System0$00.00%−18,645−100.0%Sold out
Tredje AP-fonden0$00.00%−12,660−100.0%Sold out
Cadence Bank NA0$00.00%−10,248−100.0%Sold out
Worth Asset Management, LLC0$00.00%−7,673−100.0%Sold out
Natixis Investment Managers International0$00.00%−6,214−100.0%Sold out
Bowling Portfolio Management LLC0$00.00%−5,839−100.0%Sold out
Pendal Group Limited0$00.00%−5,676−100.0%Sold out
Terry L. Blaker0$00.00%−5,070−100.0%Sold out
Gladstone Institutional Advisory LLC0$00.00%−3,892−100.0%Sold out
Mizuho Securities USA LLC0$00.00%−3,584−100.0%Sold out
Jeppson Wealth Management, LLC0$00.00%−3,233−100.0%Sold out
Hillsdale Investment Management Inc.0$00.00%−3,050−100.0%Sold out
Inscription Capital, LLC0$00.00%−2,854−100.0%Sold out
Baker Avenue Asset Management, LP0$00.00%−2,711−100.0%Sold out
Gibraltar Capital Management, Inc.0$00.00%−2,617−100.0%Sold out
Steward Financial Group LLC0$00.00%−2,618−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−2,580−100.0%Sold out
Fayez Sarofim & Co0$00.00%−2,435−100.0%Sold out
Intercontinental Wealth Advisors, LLC0$00.00%−2,197−100.0%Sold out
Jarislowsky, Fraser Ltd0$00.00%−2,140−100.0%Sold out
Arcus Capital Partners, LLC0$00.00%−2,120−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−2,108−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−1,936−100.0%Sold out
Nwam LLC0$00.00%−1,847−100.0%Sold out
HighTower Trust Services, LTA0$00.00%−5,759−100.0%Sold out
Brendel Financial Advisors LLC0$00.00%−1,570−100.0%Sold out
Krane Funds Advisors LLC0$00.00%−1,551−100.0%Sold out
BBR Partners, LLC0$00.00%−1,486−100.0%Sold out
D'Orazio & Associates, Inc.0$00.00%−1,480−100.0%Sold out
Good Life Advisors, LLC0$00.00%−1,476−100.0%Sold out
United Asset Strategies, Inc.0$00.00%−1,475−100.0%Sold out
Dudley & Shanley, Inc.0$00.00%−1,400−100.0%Sold out
Delphia (USA) Inc.0$00.00%−1,388−100.0%Sold out
Sippican Capital Advisors0$00.00%−1,375−100.0%Sold out
Capital Advisory Group Advisory Services, LLC0$00.00%−1,332−100.0%Sold out
Capital Investment Advisors, LLC0$00.00%−1,354−100.0%Sold out
PrairieView Partners, LLC0$00.00%−1,353−100.0%Sold out
Wealth Advisory Solutions, LLC0$00.00%−1,332−100.0%Sold out
NewEdge Wealth, LLC0$00.00%−1,325−100.0%Sold out
EP Wealth Advisors, LLC0$00.00%−1,320−100.0%Sold out
Live Oak Private Wealth LLC0$00.00%−1,314−100.0%Sold out
Bank Ozk0$00.00%−1,299−100.0%Sold out
Heron Financial Group, LLC0$00.00%−1,303−100.0%Sold out
First Foundation Advisors0$00.00%−1,291−100.0%Sold out
Old Point Trust & Financial Services N A0$00.00%−1,260−100.0%Sold out
Dearborn Partners LLC0$00.00%−1,261−100.0%Sold out
Farmers Trust Co0$00.00%−1,262−100.0%Sold out
Warren Averett Asset Management, LLC0$00.00%−1,231−100.0%Sold out
Cornerstone Wealth Management, LLC0$00.00%−1,236−100.0%Sold out
Meridian Wealth Management, LLC0$00.00%−1,238−100.0%Sold out
Santori & Peters0$00.00%−1,236−100.0%Sold out
Main Street Financial Solutions, LLC0$00.00%−1,234−100.0%Sold out
Narus Financial Partners, LLC0$00.00%−1,235−100.0%Sold out
Liberty Capital Management, Inc.0$00.00%−1,230−100.0%Sold out
Cape Cod Five Cents Savings Bank0$00.00%−1,223−100.0%Sold out
CRA Financial Services, LLC0$00.00%−1,224−100.0%Sold out
Mutual Advisors, LLC0$00.00%−1,212−100.0%Sold out
SFMG, LLC0$00.00%−1,208−100.0%Sold out
Family Management Corp0$00.00%−1,209−100.0%Sold out
Wealth Architects, LLC0$00.00%−1,209−100.0%Sold out
Anchor Capital Advisors LLC0$00.00%−1,198−100.0%Sold out
Cape Ann Savings Bank0$00.00%−1,200−100.0%Sold out
Salzhauer Michael0$00.00%−1,200−100.0%Sold out
Congress Wealth Management LLC0$00.00%−1,200−100.0%Sold out
Enhancing Capital LLC0$00.00%−1,200−100.0%Sold out
Foundations Investment Advisors, LLC0$00.00%−1,186−100.0%Sold out
Prime Capital Investment Advisors, LLC0$00.00%−1,190−100.0%Sold out
Covestor Ltd0$00.00%−1,008−100.0%Sold out
Northern Oak Wealth Management Inc0$00.00%−895−100.0%Sold out
Curi Capital0$00.00%−892−100.0%Sold out
Fairfield, Bush & Co.0$00.00%−876−100.0%Sold out
Graves-Light Private Wealth Management, Inc.0$00.00%−732−100.0%Sold out
C M Bidwell & Associates Ltd0$00.00%−627−100.0%Sold out
Heritage Financial Services, LLC0$00.00%−582−100.0%Sold out
Spartan Planning & Wealth Management0$00.00%−550−100.0%Sold out
HHM Wealth Advisors, LLC0$00.00%−474−100.0%Sold out
Prentice Wealth Management LLC0$00.00%−383−100.0%Sold out
Charter Oak Capital Management, LLC0$00.00%−353−100.0%Sold out
Patriot Financial Group Insurance Agency, LLC0$00.00%−276−100.0%Sold out
Ahrens Investment Partners LLC0$00.00%−261−100.0%Sold out
Johnson Financial Group, Inc.0$00.00%−248−100.0%Sold out