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 |
|---|---|---|---|---|---|
| Investors Asset Management of Georgia Inc | 5,011 | $768.0K | 0.40% | 00.0% | Unchanged |
| XTX Topco Ltd | 5,016 | $768.0K | 0.19% | +5,016 | New |
| Merit Financial Group, LLC | 5,009 | $767.0K | 0.03% | +443+9.7% | Added |
| Lederer & Associates Investment Counsel | 4,987 | $764.0K | 0.65% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 4,940 | $757.0K | 0.06% | +546+12.4% | Added |
| Park Avenue Securities LLC | 4,924 | $754.0K | 0.02% | +780+18.8% | Added |
| Academy Capital Management Inc | 4,870 | $746.0K | 0.16% | −200−3.9% | Reduced |
| Wolverine Trading, LLC | 4,822 | $746.0K | 0.03% | +381+8.6% | Added |
| Alera Investment Advisors, LLC | 4,806 | $736.0K | 0.21% | −1,011−17.4% | Reduced |
| Central Trust Co | 4,806 | $736.0K | 0.03% | +285+6.3% | Added |
| Haverford Trust Co | 4,797 | $735.0K | 0.01% | 00.0% | Unchanged |
| Rosenbaum Jay D. | 4,772 | $731.0K | 1.68% | −25−0.5% | Reduced |
| Regent Investment Management LLC | 4,721 | $723.0K | 0.21% | 00.0% | Unchanged |
| Lincoln National Corp | 4,701 | $720.0K | 0.02% | +1,688+56.0% | Added |
| Busey Wealth Management | 4,661 | $714.0K | 0.04% | +41+0.9% | Added |
| Trust Co of Vermont | 4,572 | $700.0K | 0.06% | −137−2.9% | Reduced |
| Versor Investments LP | 4,550 | $697.0K | 0.04% | +4,550 | New |
| Mission Wealth Management, LP | 4,533 | $694.0K | 0.04% | +100+2.3% | Added |
| Gotham Asset Management, LLC | 4,498 | $689.0K | 0.02% | +2,850+172.9% | Added |
| Stock Yards Bank & Trust Co | 4,456 | $683.0K | 0.03% | 00.0% | Unchanged |
| Forum Financial Management, LP | 4,413 | $676.0K | 0.03% | +41+0.9% | Added |
| Moors & Cabot, Inc. | 4,404 | $675.0K | 0.05% | −315−6.7% | Reduced |
| FineMark National Bank & Trust | 4,395 | $673.0K | 0.03% | −52−1.2% | Reduced |
| Great Lakes Advisors, LLC | 4,338 | $665.0K | 0.01% | −24,942−85.2% | Reduced |
| Virtus ETF Advisers LLC | 4,332 | $664.0K | 0.26% | +61+1.4% | Added |
| Bridges Investment Management Inc | 4,315 | $661.0K | 0.03% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 4,303 | $659.0K | 0.70% | −815−15.9% | Reduced |
| Samson Rock Capital LLP | 4,296 | $658.0K | 0.49% | +4,296 | New |
| Bremer Bank National Association | 4,277 | $656.0K | 0.15% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 4,265 | $653.0K | 0.03% | −90−2.1% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 4,251 | $651.0K | 0.48% | −288−6.3% | Reduced |
| Vectors Research Management, LLC | 4,225 | $647.0K | 0.18% | 00.0% | Unchanged |
| HNP Capital LLC | 4,225 | $647.0K | 0.19% | 00.0% | Unchanged |
| Donald L. Hagan, LLC | 4,192 | $642.0K | 0.46% | −81−1.9% | Reduced |
| Apollon Wealth Management, LLC | 4,090 | $627.0K | 0.05% | −506−11.0% | Reduced |
| Walleye Trading LLC | 4,081 | $625.0K | 0.02% | −11,844−74.4% | Reduced |
| Qtron Investments LLC | 4,072 | $624.0K | 0.16% | 00.0% | Unchanged |
| American Portfolios Advisors | 4,064 | $622.6K | 0.03% | +1,051+34.9% | Added |
| Bank of Stockton | 4,057 | $622.0K | 0.24% | −40−1.0% | Reduced |
| Baader Bank INC | 4,060 | $622.0K | 0.05% | 00.0% | Unchanged |
| Clear Street Markets LLC | 4,035 | $618.0K | 0.12% | −1,350−25.1% | Reduced |
| Ascent Group, LLC | 3,332 | $615.0K | 0.07% | +444+15.4% | Added |
| Sterneck Capital Management, LLC | 4,000 | $613.0K | 0.43% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 3,675 | $613.0K | 0.16% | −120−3.2% | Reduced |
| Wilson & Boucher Capital Management, LLC | 3,988 | $611.0K | 0.71% | −400−9.1% | Reduced |
| MQS Management LLC | 3,989 | $611.0K | 0.40% | +3,989 | New |
| Exchange Traded Concepts, LLC | 3,956 | $606.0K | 0.02% | +3,956 | New |
| Metis Global Partners, LLC | 3,952 | $605.0K | 0.10% | +121+3.2% | Added |
| Smithfield Trust Co | 3,945 | $604.0K | 0.04% | −418−9.6% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,939 | $603.0K | 0.08% | 00.0% | Unchanged |
| JB Capital LLC | 3,928 | $602.0K | 0.07% | +3,928 | New |
| Beaumont Financial Partners, LLC | 3,882 | $595.0K | 0.06% | +27+0.7% | Added |
| Resources Investment Advisors, LLC. | 3,882 | $595.0K | 0.02% | +116+3.1% | Added |
| Stokes Family Office, LLC | 3,873 | $593.0K | 0.08% | −178−4.4% | Reduced |
| Tradewinds, LLC. | 3,839 | $588.0K | 0.43% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 3,782 | $579.0K | 0.06% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 3,768 | $577.0K | 0.00% | −132−3.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,767 | $577.0K | 0.08% | +2,203+140.9% | Added |
| Copperwynd Financial, LLC | 3,760 | $576.0K | 0.33% | −138−3.5% | Reduced |
| Lindbrook Capital, LLC | 3,757 | $576.0K | 0.10% | −60−1.6% | Reduced |
| ICA Group Wealth Management, LLC | 3,753 | $575.0K | 0.12% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 3,753 | $575.0K | 0.25% | 00.0% | Unchanged |
| Diversified Trust Co | 3,743 | $573.0K | 0.03% | −2,565−40.7% | Reduced |
| Glenview Trust Co | 3,708 | $568.0K | 0.02% | 00.0% | Unchanged |
| Balasa Dinverno & Foltz LLC | 3,697 | $566.0K | 0.04% | +600+19.4% | Added |
| LVM Capital Management Ltd | 3,688 | $565.0K | 0.09% | +80+2.2% | Added |
| Ballentine Partners, LLC | 3,675 | $563.0K | 0.02% | +567+18.2% | Added |
| Burns J W & Co Inc | 3,666 | $562.0K | 0.11% | 00.0% | Unchanged |
| Brighton Jones LLC | 3,649 | $559.0K | 0.03% | −281−7.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 3,643 | $558.0K | 0.04% | +887+32.2% | Added |
| Trust Co of Toledo NA | 3,634 | $557.0K | 0.11% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 3,623 | $555.0K | 0.61% | +3,623 | New |
| CAPROCK Group, Inc. | 3,606 | $552.0K | 0.05% | +3,606 | New |
| Legacy Private Trust Co. | 3,558 | $545.0K | 0.05% | −1,093−23.5% | Reduced |
| Cambridge Trust Co | 3,553 | $544.0K | 0.03% | −73−2.0% | Reduced |
| Boyd Watterson Asset Management LLC | 3,538 | $542.0K | 0.25% | −9−0.3% | Reduced |
| Prospera Financial Services Inc | 3,523 | $541.0K | 0.03% | +75+2.2% | Added |
| Kingsview Wealth Management, LLC | 3,517 | $539.0K | 0.03% | −5,689−61.8% | Reduced |
| Bank of Nova Scotia Trust Co | 3,517 | $539.0K | 0.06% | 00.0% | Unchanged |
| Park National Corp | 3,506 | $537.0K | 0.03% | +360+11.4% | Added |
| Inlet Private Wealth, LLC | 3,500 | $536.0K | 0.16% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 3,487 | $534.0K | 0.03% | +1,000+40.2% | Added |
| Oak Associates, Ltd | 3,447 | $528.0K | 0.04% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 3,447 | $528.0K | 0.05% | +10.0% | Added |
| Aries Wealth Management | 2,858 | $527.0K | 0.23% | −61−2.1% | Reduced |
| Van Eck Associates Corp | 3,438 | $527.0K | 0.00% | +995+40.7% | Added |
| Villere St Denis J & Co LLC | 3,433 | $525.0K | 0.04% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 3,397 | $520.0K | 0.02% | −183−5.1% | Reduced |
| AdvisorNet Financial, Inc | 3,374 | $517.0K | 0.05% | −11−0.3% | Reduced |
| Cresset Asset Management, LLC | 3,373 | $516.0K | 0.01% | −548−14.0% | Reduced |
| CIBC World Markets Inc. | 3,354 | $514.0K | 0.00% | +55+1.7% | Added |
| Strategic Advisors LLC | 3,344 | $512.0K | 0.11% | −26−0.8% | Reduced |
| Quadrant Capital Group LLC | 3,321 | $509.0K | 0.07% | +327+10.9% | Added |
| Valeo Financial Advisors, LLC | 3,310 | $507.0K | 0.03% | −49−1.5% | Reduced |
| Pitcairn Co | 3,311 | $507.0K | 0.06% | −15−0.5% | Reduced |
| Ar Asset Management Inc | 3,311 | $507.0K | 0.15% | 00.0% | Unchanged |
| Private Capital Management LLC | 3,303 | $506.0K | 0.19% | −272−7.6% | Reduced |
| Davis R M Inc | 3,303 | $506.0K | 0.01% | 00.0% | Unchanged |
| Shilanski & Associates, Inc. | 3,303 | $506.0K | 0.19% | +3,303 | New |
| Welch & Forbes LLC | 3,293 | $505.0K | 0.01% | +131+4.1% | Added |