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 |
|---|---|---|---|---|---|
| Great Diamond Partners, LLC | 3,245 | $497.0K | 0.17% | +12+0.4% | Added |
| Quantamental Technologies LLC | 3,246 | $497.0K | 0.19% | +3,246 | New |
| Plimoth Trust Co LLC | 3,210 | $492.0K | 0.17% | −47−1.4% | Reduced |
| Checchi Capital Advisers, LLC | 3,203 | $491.0K | 0.05% | +49+1.6% | Added |
| Magnetar Financial LLC | 3,201 | $490.0K | 0.01% | +3,201 | New |
| JNBA Financial Advisors | 3,176 | $487.0K | 0.08% | −86−2.6% | Reduced |
| Allworth Financial LP | 3,168 | $485.0K | 0.01% | −250−7.3% | Reduced |
| Ameritas Investment Partners, Inc. | 3,148 | $481.0K | 0.02% | −156−4.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 3,086 | $473.0K | 0.04% | +369+13.6% | Added |
| Brave Asset Management Inc | 3,080 | $472.0K | 0.24% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 3,055 | $468.0K | 0.06% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 3,042 | $466.0K | 0.48% | +3,042 | New |
| LMCG Investments, LLC | 3,032 | $465.0K | 0.03% | −100−3.2% | Reduced |
| High Note Wealth, LLC | 2,599 | $461.0K | 0.18% | −452−14.8% | Reduced |
| SkyOak Wealth, LLC | 3,011 | $461.0K | 0.17% | 00.0% | Unchanged |
| Granite Investment Partners, LLC | 3,000 | $460.0K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 2,967 | $455.0K | 0.07% | +297+11.1% | Added |
| Marcum Wealth, LLC | 2,948 | $452.0K | 0.07% | −74−2.4% | Reduced |
| Cigna Investments Inc | 2,945 | $451.0K | 0.10% | −163−5.2% | Reduced |
| Equitable Trust Co | 2,942 | $451.0K | 0.04% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 2,933 | $449.0K | 0.03% | −12−0.4% | Reduced |
| Clear Harbor Asset Management, LLC | 2,921 | $447.0K | 0.06% | −35−1.2% | Reduced |
| Ronald Blue Trust, Inc. | 2,643 | $447.0K | 0.01% | +216+8.9% | Added |
| Meeder Asset Management Inc | 2,902 | $445.0K | 0.03% | −762−20.8% | Reduced |
| Sky Investment Group LLC | 2,897 | $444.0K | 0.12% | 00.0% | Unchanged |
| Lewis Capital Management, LLC | 2,899 | $444.0K | 0.68% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 2,892 | $443.0K | 0.03% | +57+2.0% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 2,863 | $439.0K | 0.07% | −134−4.5% | Reduced |
| Ledyard National Bank | 2,857 | $438.0K | 0.06% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 2,856 | $437.0K | 0.37% | +18+0.6% | Added |
| Prio Wealth Limited Partnership | 2,847 | $436.2K | 0.02% | 00.0% | Unchanged |
| Bank of New Hampshire | 2,841 | $435.0K | 0.14% | −110−3.7% | Reduced |
| Karpas Strategies, LLC | 2,840 | $435.0K | 0.17% | 00.0% | Unchanged |
| Toroso Investments, LLC | 2,827 | $433.0K | 0.02% | −1,119−28.4% | Reduced |
| Geneos Wealth Management Inc. | 2,826 | $432.0K | 0.03% | −1,419−33.4% | Reduced |
| Cozad Asset Management Inc | 2,790 | $427.0K | 0.07% | 00.0% | Unchanged |
| WMS Partners, LLC | 2,781 | $426.0K | 0.06% | +35+1.3% | Added |
| Axxcess Wealth Management, LLC | 2,780 | $426.0K | 0.04% | +90+3.3% | Added |
| MJP Associates Inc | 2,767 | $424.0K | 0.13% | +289+11.7% | Added |
| Foundation Resource Management Inc | 2,765 | $424.0K | 0.08% | +317+12.9% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 2,739 | $420.0K | 0.12% | −200−6.8% | Reduced |
| Northeast Investment Management | 2,732 | $419.0K | 0.03% | 00.0% | Unchanged |
| Courier Capital LLC | 2,718 | $416.0K | 0.05% | 00.0% | Unchanged |
| Trust Asset Management LLC | 2,714 | $416.0K | 0.06% | +181+7.1% | Added |
| Northcape Wealth Management, LLC | 2,700 | $414.0K | 0.15% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 2,693 | $413.0K | 0.25% | −207−7.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,690 | $412.0K | 0.04% | +162+6.4% | Added |
| IFG Advisory, LLC | 2,681 | $410.0K | 0.04% | −111−4.0% | Reduced |
| Searle & Co. | 2,673 | $410.0K | 0.16% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 2,659 | $407.0K | 0.03% | +1,368+106.0% | Added |
| Associated Banc-Corp | 2,642 | $405.0K | 0.02% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 2,622 | $402.0K | 0.10% | +2,622 | New |
| ARGI Investment Services, LLC | 2,613 | $400.0K | 0.01% | +4+0.2% | Added |
| First National Bank Sioux Falls | 2,606 | $399.0K | 0.42% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 2,596 | $397.0K | 0.01% | −196−7.0% | Reduced |
| Laurel Wealth Advisors, Inc. | 2,578 | $395.0K | 0.04% | −42−1.6% | Reduced |
| Coastal Bridge Advisors, LLC | 2,536 | $389.0K | 0.10% | +405+19.0% | Added |
| Clarius Group, LLC | 2,532 | $388.0K | 0.04% | −298−10.5% | Reduced |
| Wedbush Securities Inc | 2,533 | $388.0K | 0.02% | −181−6.7% | Reduced |
| SRB Corp | 2,524 | $386.0K | 0.03% | −6,203−71.1% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 2,508 | $384.0K | 0.12% | +81+3.3% | Added |
| Wesbanco Bank Inc | 2,487 | $381.0K | 0.03% | −4,267−63.2% | Reduced |
| Alhambra Investment Partners LLC | 2,490 | $381.0K | 0.29% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 2,490 | $381.0K | 0.03% | +2,490 | New |
| Mark Stevens | 2,482 | $380.0K | 0.05% | −471−15.9% | Reduced |
| Edge Capital Group, LLC | 2,478 | $380.0K | 0.03% | −11−0.4% | Reduced |
| Choate Investment Advisors | 2,474 | $379.0K | 0.02% | −5−0.2% | Reduced |
| Harbour Capital Advisors, LLC | 2,390 | $376.0K | 0.13% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 2,441 | $374.0K | 0.01% | +11+0.5% | Added |
| Mendel Money Management | 2,432 | $373.0K | 0.23% | +162+7.1% | Added |
| First National Corp | 2,421 | $371.0K | 0.10% | +114+4.9% | Added |
| Girard Partners Ltd. | 2,418 | $370.0K | 0.05% | −334−12.1% | Reduced |
| Moody Lynn & Lieberson, LLC | 2,418 | $370.0K | 0.04% | −109−4.3% | Reduced |
| City State Bank | 2,416 | $370.0K | 0.26% | +385+19.0% | Added |
| CWA Asset Management Group, LLC | 2,408 | $369.0K | 0.04% | +46+1.9% | Added |
| Centaurus Financial, Inc. | 2,409 | $369.0K | 0.04% | +99+4.3% | Added |
| Boit C F David | 2,400 | $368.0K | 0.30% | +2,400 | New |
| Carlson Capital Management | 2,387 | $366.0K | 0.03% | −60−2.5% | Reduced |
| Crestwood Advisors Group LLC | 2,369 | $363.0K | 0.01% | −191−7.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 2,354 | $361.0K | 0.01% | −35−1.5% | Reduced |
| Great Valley Advisor Group, Inc. | 2,344 | $359.0K | 0.02% | −34−1.4% | Reduced |
| TCI Wealth Advisors, Inc. | 2,343 | $359.0K | 0.06% | +32+1.4% | Added |
| Boston Trust Walden Corp | 2,328 | $357.0K | 0.00% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 2,326 | $356.0K | 0.02% | −28−1.2% | Reduced |
| Castle Rock Wealth Management, LLC | 2,234 | $356.0K | 0.18% | 00.0% | Unchanged |
| Veracity Capital LLC | 2,322 | $356.0K | 0.19% | +102+4.6% | Added |
| First National Bank of South Miami | 2,308 | $354.0K | 0.27% | −2−0.1% | Reduced |
| Summit Global Investments | 2,311 | $354.0K | 0.03% | +16+0.7% | Added |
| Quantinno Capital Management LP | 2,310 | $354.0K | 0.05% | +242+11.7% | Added |
| Shepherd Kaplan Krochuk, LLC | 2,300 | $352.0K | 0.18% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 2,296 | $351.0K | 0.02% | +260+12.8% | Added |
| Fund Management at Engine No. 1 LLC | 2,282 | $350.0K | 0.10% | −142−5.9% | Reduced |
| Lido Advisors, LLC | 2,287 | $350.0K | 0.01% | +509+28.6% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 2,258 | $346.0K | 0.01% | −18−0.8% | Reduced |
| Appleton Partners Inc | 2,253 | $345.0K | 0.03% | −9−0.4% | Reduced |
| SeaCrest Wealth Management, LLC | 2,244 | $344.0K | 0.05% | −297−11.7% | Reduced |
| WFA Asset Management Corp | 2,231 | $341.8K | 0.24% | +12+0.5% | Added |
| Oberweis Asset Management Inc | 2,225 | $341.0K | 0.08% | +3+0.1% | Added |
| Salvus Wealth Management, LLC | 2,229 | $341.0K | 0.32% | +10+0.5% | Added |
| Trustcore Financial Services, LLC | 2,225 | $341.0K | 0.03% | +25+1.1% | Added |