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 |
|---|---|---|---|---|---|
| Greenleaf Trust | 8,667 | $1.33M | 0.02% | −414−4.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 8,634 | $1.32M | 0.18% | +229+2.7% | Added |
| Community Bank, N.A. | 8,603 | $1.32M | 0.20% | +28+0.3% | Added |
| National Bank of Canada | 8,392 | $1.32M | 0.01% | +1,594+23.4% | Added |
| Allstate Corp | 8,565 | $1.31M | 0.04% | +3,727+77.0% | Added |
| 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 |
| Benin Management CORP | 8,549 | $1.31M | 0.55% | −300−3.4% | Reduced |
| Naples Global Advisors, LLC | 8,536 | $1.31M | 0.18% | +101+1.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 8,505 | $1.30M | 0.12% | +307+3.7% | Added |
| FRG Family Wealth Advisors LLC | 8,475 | $1.30M | 0.32% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 8,385 | $1.28M | 0.08% | −3,623−30.2% | Reduced |
| Erste Asset Management GmbH | 8,300 | $1.28M | 0.03% | −1,100−11.7% | Reduced |
| Lowe Brockenbrough & Co Inc | 8,368 | $1.28M | 0.12% | −83−1.0% | Reduced |
| Banque Cantonale Vaudoise | 8,338 | $1.28M | 0.07% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 8,149 | $1.25M | 0.06% | +8,149 | New |
| Sumitomo Life Insurance Co | 8,117 | $1.24M | 0.05% | −881−9.8% | Reduced |
| 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 |
| Capital Wealth Planning, LLC | 8,026 | $1.23M | 0.02% | +8,026 | New |
| Investment Management of Virginia LLC | 8,007 | $1.23M | 0.27% | +90+1.1% | Added |
| 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 |
| Steel Peak Wealth Management LLC | 7,863 | $1.21M | 0.09% | −49,829−86.4% | Reduced |
| Impax Asset Management Group plc | 7,765 | $1.19M | 0.01% | −500−6.0% | Reduced |
| Ferguson Wellman Capital Management, Inc | 7,745 | $1.19M | 0.05% | −173−2.2% | Reduced |
| Guardian Capital Advisors LP | 7,448 | $1.19M | 0.15% | −300−3.9% | Reduced |
| Savant Capital, LLC | 7,731 | $1.18M | 0.04% | −863−10.0% | Reduced |
| Cambria Investment Management, L.P. | 7,616 | $1.17M | 0.13% | +5,551+268.8% | Added |
| Aquatic Capital Management LLC | 7,600 | $1.16M | 0.11% | +7,600 | New |
| Ancora Advisors, LLC | 7,594 | $1.16M | 0.04% | −150−1.9% | Reduced |
| Meiji Yasuda Life Insurance Co | 7,574 | $1.16M | 0.03% | −614−7.5% | Reduced |
| Fifth Third Bancorp | 7,554 | $1.16M | 0.01% | −434−5.4% | Reduced |
| 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 |
| Toews Corp | 7,300 | $1.12M | 0.82% | +400+5.8% | Added |
| Parallel Advisors, LLC | 7,258 | $1.11M | 0.05% | −784−9.7% | Reduced |
| Connecticut Wealth Management, LLC | 7,229 | $1.11M | 0.10% | −9−0.1% | Reduced |
| Essex Financial Services, Inc. | 7,194 | $1.10M | 0.13% | +264+3.8% | Added |
| Financial Advisory Service, Inc. | 7,162 | $1.10M | 0.12% | +1,655+30.1% | 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 |
| Venture Visionary Partners LLC | 7,151 | $1.09M | 0.09% | +715+11.1% | Added |
| Ashton Thomas Private Wealth, LLC | 7,133 | $1.09M | 0.12% | +1,179+19.8% | Added |
| Profund Advisors LLC | 7,022 | $1.08M | 0.08% | −222−3.1% | Reduced |
| Gifford Fong Associates | 7,000 | $1.07M | 0.27% | 00.0% | Unchanged |
| Ieq Capital, LLC | 6,950 | $1.06M | 0.03% | +2,739+65.0% | Added |
| Eagle Capital Management LLC | 6,900 | $1.06M | 0.00% | 00.0% | Unchanged |
| Veriti Management LLC | 6,856 | $1.05M | 0.15% | +78+1.2% | Added |
| Vaughan David Investments LLC | 6,831 | $1.05M | 0.04% | −267−3.8% | 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 |
| Atlantic Union Bankshares Corp | 6,779 | $1.04M | 0.12% | −150−2.2% | Reduced |
| Asset Allocation & Management Company, LLC | 6,768 | $1.04M | 0.45% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 5,601 | $1.03M | 0.59% | −501−8.2% | Reduced |
| Balentine LLC | 6,735 | $1.03M | 0.04% | −7,484−52.6% | Reduced |
| Tectonic Advisors LLC | 6,723 | $1.03M | 0.19% | +508+8.2% | Added |
| Resources Management Corp | 6,642 | $1.02M | 0.18% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 6,556 | $1.01M | 0.11% | −9,074−58.1% | Reduced |
| Ballast, Inc. | 6,594 | $1.01M | 0.49% | +57+0.9% | Added |
| AE Wealth Management LLC | 6,527 | $1.00M | 0.01% | +616+10.4% | 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 |
| Corient Capital Partners, LLC | 5,841 | $988.0K | 0.08% | +635+12.2% | Added |
| Cubic Asset Management, LLC | 6,396 | $980.0K | 0.29% | −200−3.0% | Reduced |
| Corsicana & Co. | 6,224 | $954.0K | 0.80% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 6,185 | $948.0K | 0.09% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 6,161 | $944.0K | 0.21% | −412−6.3% | Reduced |
| Elmwood Wealth Management, Inc. | 6,139 | $940.0K | 0.47% | +105+1.7% | Added |
| Private Trust Co NA | 6,097 | $934.0K | 0.15% | −23−0.4% | Reduced |
| Empirical Finance, LLC | 6,066 | $929.0K | 0.11% | +959+18.8% | Added |
| Tocqueville Asset Management L.P. | 6,050 | $927.0K | 0.02% | −200−3.2% | Reduced |
| Studio Investment Management LLC | 5,968 | $914.3K | 0.33% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 5,931 | $909.0K | 0.07% | −3,489−37.0% | Reduced |
| Aureus Asset Management, LLC | 5,930 | $908.0K | 0.08% | 00.0% | Unchanged |
| Advisor OS, LLC | 5,861 | $898.0K | 0.27% | −1,010−14.7% | Reduced |
| Signaturefd, LLC | 5,836 | $894.0K | 0.03% | −291−4.7% | Reduced |
| Roundview Capital LLC | 5,797 | $888.0K | 0.11% | +314+5.7% | Added |
| Focus Financial Network, Inc. | 5,758 | $882.1K | 0.08% | −10−0.2% | Reduced |
| Founders Financial Securities LLC | 5,724 | $877.0K | 0.16% | +913+19.0% | Added |
| AMG National Trust Bank | 5,597 | $857.0K | 0.03% | +1,100+24.5% | Added |
| Weik Capital Management | 5,525 | $846.0K | 0.42% | −200−3.5% | Reduced |
| Providence Wealth Advisors, LLC | 4,578 | $843.0K | 0.63% | −416−8.3% | Reduced |
| M Holdings Securities, Inc. | 5,496 | $842.0K | 0.09% | −52−0.9% | Reduced |
| Douglass Winthrop Advisors, LLC | 5,480 | $840.0K | 0.03% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 5,461 | $836.6K | 0.01% | +504+10.2% | Added |
| 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 |
| PEAK6 Investments LLC | 5,441 | $834.0K | 0.03% | −10,866−66.6% | Reduced |
| Journey Advisory Group, LLC | 5,275 | $808.0K | 0.21% | −100−1.9% | Reduced |
| Bank of Hawaii | 5,248 | $804.0K | 0.05% | +1,434+37.6% | Added |
| DCM Advisors, LLC | 5,209 | $798.0K | 0.40% | −148−2.8% | Reduced |
| MUFG Americas Holdings Corp | 5,187 | $795.0K | 0.02% | −201−3.7% | Reduced |
| Buckingham Strategic Wealth, LLC | 5,170 | $792.0K | 0.02% | +142+2.8% | Added |
| Boston Private Wealth LLC | 5,151 | $790.0K | 0.01% | +852+19.8% | 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 |
| TownSquare Capital, LLC | 5,102 | $782.0K | 0.02% | +265+5.5% | Added |
| Hanson & Doremus Investment Management | 5,053 | $774.0K | 0.20% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 5,032 | $771.0K | 0.11% | +2,195+77.4% | Added |