Skip to main content

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.

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: 1,304 institutionsQ1 2023: 1,270 institutionsQ2 2023: 1,288 institutionsQ3 2023: 1,260 institutionsQ4 2023: 1,334 institutionsQ1 2024: 1,452 institutionsQ2 2024: 1,415 institutionsQ3 2024: 1,471 institutionsQ4 2024: 1,590 institutionsQ1 2025: 1,645 institutionsQ2 2025: 1,639 institutionsQ3 2025: 1,681 institutionsQ4 2025: 1,780 institutionsQ1 2026: 1,805 institutionsQ2 2026: 1,869 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 20261,869$61.0B
Q1 20261,805$52.1B
Q4 20251,780$53.8B
Q3 20251,681$51.9B
Q2 20251,639$50.7B
Q1 20251,645$49.8B
Q4 20241,590$45.6B
Q3 20241,471$44.0B
Q2 20241,415$38.8B
Q1 20241,452$43.6B
Q4 20231,334$36.0B
Q3 20231,260$30.5B
Q2 20231,288$32.5B
Q1 20231,270$32.3B
Q4 20221,304$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
Fulton Bank, N.A.14,802$2.27M0.14%+464+3.2%Added
Cantor Fitzgerald, L. P.14,803$2.27M0.05%+1,589+12.0%Added
Ethic Inc.14,796$2.27M0.15%+657+4.6%Added
Davenport & Co LLC14,775$2.26M0.02%+10,366+235.1%Added
L2 Asset Management, LLC14,607$2.24M1.67%+995+7.3%Added
Cornercap Investment Counsel Inc14,563$2.23M0.42%−746−4.9%Reduced
Unison Advisors LLC14,556$2.23M0.41%+79+0.5%Added
BDO Wealth Advisors, LLC14,549$2.23M0.30%−46−0.3%Reduced
Penobscot Investment Management Company, Inc.14,417$2.21M0.41%−766−5.0%Reduced
Rossmore Private Capital14,197$2.17M0.39%+77+0.5%Added
BKD Wealth Advisors, LLC14,163$2.17M0.09%+30.0%Added
Advisor Partners II, LLC14,160$2.17M0.16%+14,160New
Atria Wealth Solutions, Inc.14,156$2.17M0.04%−704−4.7%Reduced
Metropolitan Life Insurance Co14,128$2.16M0.10%−325−2.2%Reduced
Bridgewater Associates, LP14,127$2.16M0.01%−128,837−90.1%Reduced
Avantax Advisory Services, Inc.14,077$2.16M0.03%+1,037+8.0%Added
Veritable, L.P.13,916$2.13M0.04%−2,134−13.3%Reduced
Slow Capital, Inc.13,834$2.12M0.46%+715+5.5%Added
Acropolis Investment Management, LLC13,583$2.08M0.21%−154−1.1%Reduced
Pinnacle Financial Partners Inc13,567$2.08M0.08%+3,157+30.3%Added
Barrow Hanley Mewhinney & Strauss LLC13,473$2.06M0.01%+274+2.1%Added
Azimuth Capital Investment Management LLC13,448$2.06M0.11%00.0%Unchanged
MAI Capital Management13,420$2.06M0.04%+2,327+21.0%Added
Canandaigua National Corp13,403$2.05M0.36%−386−2.8%Reduced
Cetera Advisor Networks LLC13,302$2.04M0.03%+2,949+28.5%Added
JustInvest LLC13,276$2.03M0.09%+204+1.6%Added
Everence Capital Management Inc13,253$2.03M0.19%00.0%Unchanged
Thrivent Financial for Lutherans13,087$2.00M0.01%−382−2.8%Reduced
Lee Danner & Bass Inc13,074$2.00M0.21%00.0%Unchanged
Pinnacle Holdings, LLC13,041$2.00M0.94%+128+1.0%Added
Liberty One Investment Management, LLC13,010$1.99M0.33%+1,421+12.3%Added
Pinnacle Associates Ltd12,827$1.97M0.05%−134−1.0%Reduced
Schonfeld Strategic Advisors LLC12,815$1.96M0.02%+12,815New
Advisory Services Network, LLC12,661$1.94M0.07%−248−1.9%Reduced
Twin Capital Management Inc12,589$1.93M0.26%−95−0.7%Reduced
TD Private Client Wealth LLC12,510$1.92M0.10%+444+3.7%Added
Atria Investments LLC12,504$1.92M0.04%+798+6.8%Added
Jefferies Group LLC12,473$1.91M0.06%−20,546−62.2%Reduced
Desjardins Global Asset Management Inc.12,388$1.90M0.24%+1,098+9.7%Added
Beacon Pointe Advisors, LLC12,317$1.89M0.04%−394−3.1%Reduced
Capula Management Ltd12,327$1.89M0.23%+12,327New
Delta Financial Advisors LLC12,303$1.89M1.00%+60.0%Added
New Mexico Educational Retirement Board12,278$1.88M0.10%−1,100−8.2%Reduced
GWM Advisors LLC12,261$1.88M0.03%−1,560−11.3%Reduced
Moreno Evelyn V12,210$1.87M0.84%−26,250−68.3%Reduced
Sigma Planning Corp12,157$1.86M0.07%−1,696−12.2%Reduced
Farmers & Merchants Trust Co of Chambersburg PA11,960$1.83M1.42%+274+2.3%Added
Canvas Wealth Advisors, LLC10,243$1.81M0.77%−4,818−32.0%Reduced
Exeter Financial, LLC11,786$1.81M1.05%+119+1.0%Added
Belpointe Asset Management LLC11,772$1.80M0.12%+1,077+10.1%Added
Stoneridge Investment Partners LLC11,525$1.77M1.04%+11,525New
Kinneret Advisory, LLC11,446$1.75M0.24%00.0%Unchanged
Bank Julius Baer & Co. Ltd, Zurich11,403$1.75M0.01%−880−7.2%Reduced
White Pine Capital LLC11,406$1.75M0.73%+150+1.3%Added
Bessemer Group Inc11,262$1.73M0.00%+2,146+23.5%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main11,141$1.71M0.00%+4,569+69.5%Added
D.A. Davidson & Co.11,094$1.70M0.02%+43+0.4%Added
National Asset Management, Inc.11,030$1.69M0.05%+2,463+28.7%Added
Segall Bryant & Hamill, LLC10,768$1.65M0.02%+15+0.1%Added
Meiji Yasuda Asset Management Co Ltd.10,743$1.65M0.10%−430−3.8%Reduced
Levin Capital Strategies, L.P.10,654$1.63M0.22%00.0%Unchanged
Ontario Teachers Pension Plan Board10,651$1.63M0.02%+2,220+26.3%Added
Dynamic Technology Lab Private Ltd10,609$1.63M0.16%+10,609New
WBH Advisory Inc10,532$1.61M0.23%−158−1.5%Reduced
BTR Capital Management Inc10,470$1.60M0.25%+20+0.2%Added
Carnegie Capital Asset Management, LLC10,463$1.60M0.08%+8,014+327.2%Added
Evercore Wealth Management, LLC10,451$1.60M0.04%00.0%Unchanged
Horiko Capital Management LLC10,427$1.60M1.46%−10,397−49.9%Reduced
E. Ohman J:or Asset Management AB10,392$1.59M0.07%00.0%Unchanged
Cary Street Partner Investment Advisory LLC10,391$1.59M0.13%+433+4.3%Added
Arrow Financial Corp10,361$1.59M0.23%−115−1.1%Reduced
AGF Investments LLC10,322$1.58M0.14%+4,871+89.4%Added
Montag A & Associates Inc10,298$1.58M0.11%−5,627−35.3%Reduced
Horizon Investments, LLC10,228$1.57M0.05%−76−0.7%Reduced
Parsons Capital Management Inc10,196$1.56M0.14%−10−0.1%Reduced
United Capital Financial Advisers, LLC10,189$1.56M0.01%+1,343+15.2%Added
Brinker Capital Investments, LLC10,101$1.55M0.03%−8,339−45.2%Reduced
Cohen Lawrence B10,072$1.54M1.19%+473+4.9%Added
Colony Group LLC9,903$1.52M0.03%+847+9.4%Added
HB Wealth Management, LLC9,855$1.51M0.03%+257+2.7%Added
Peddock Capital Advisors, LLC9,844$1.51M0.62%−104−1.0%Reduced
Bokf, NA9,803$1.50M0.03%+3,540+56.5%Added
Argent Trust Co9,798$1.50M0.11%−628−6.0%Reduced
Seeyond9,794$1.50M0.18%−385−3.8%Reduced
Wesleyan Assurance Society9,740$1.49M0.23%00.0%Unchanged
BancorpSouth Bank9,729$1.49M0.15%+9,729New
Rational Advisors LLC9,711$1.49M0.12%+9,457+3,723.2%Added
South Dakota Investment Council9,695$1.49M0.04%00.0%Unchanged
Railway Pension Investments Ltd9,534$1.46M0.02%00.0%Unchanged
BSW Wealth Partners9,449$1.45M0.36%+23+0.2%Added
Old National Bancorp9,433$1.45M0.05%−130−1.4%Reduced
Unigestion Holding SA9,291$1.44M0.08%−1,210−11.5%Reduced
Wetherby Asset Management Inc9,373$1.44M0.10%+219+2.4%Added
Orleans Capital Management Corp9,105$1.40M1.17%−1,210−11.7%Reduced
Connolly Sarah T.9,063$1.39M1.02%−1,138−11.2%Reduced
Nixon Peabody Trust Co8,929$1.37M1.16%−9,851−52.5%Reduced
FOCUS Wealth Advisors, LLC8,904$1.36M0.97%−13−0.1%Reduced
Northwestern Mutual Investment Management Company, LLC8,814$1.35M0.03%−776−8.1%Reduced
Jump Financial, LLC8,764$1.34M0.05%−508−5.5%Reduced
Sawgrass Asset Management LLC8,714$1.33M0.19%−199−2.2%Reduced