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 |
|---|---|---|---|---|---|
| Green Square Capital Advisors LLC | 2,217 | $340.0K | 0.06% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 2,217 | $340.0K | 0.09% | +195+9.6% | Added |
| Grimes & Company, Inc. | 2,215 | $339.0K | 0.02% | −5−0.2% | Reduced |
| ForthRight Wealth Management, LLC | 2,214 | $339.0K | 0.20% | 00.0% | Unchanged |
| Assetmark, Inc | 2,210 | $339.0K | 0.00% | +29+1.3% | Added |
| V Wealth Advisors LLC | 2,192 | $336.0K | 0.07% | 00.0% | Unchanged |
| Doyle Wealth Management | 2,195 | $336.0K | 0.03% | +11+0.5% | Added |
| InterOcean Capital Group, LLC | 2,188 | $335.0K | 0.01% | −473−17.8% | Reduced |
| First Citizens Bank & Trust Co | 2,181 | $334.0K | 0.01% | −64−2.9% | Reduced |
| Fiduciary Group LLC | 1,818 | $333.0K | 0.04% | +30+1.7% | Added |
| Sequoia Financial Advisors, LLC | 2,159 | $331.0K | 0.01% | −986−31.4% | Reduced |
| River Wealth Advisors LLC | 2,156 | $330.0K | 0.07% | −199−8.5% | Reduced |
| SlateStone Wealth, LLC | 2,148 | $329.0K | 0.09% | +61+2.9% | Added |
| Mayfair Advisory Group, LLC | 2,075 | $326.0K | 0.46% | −3−0.1% | Reduced |
| BCJ Capital Management, LLC | 2,129 | $326.0K | 0.03% | +2,129 | New |
| Fortem Financial Group, LLC | 2,122 | $325.0K | 0.22% | −352−14.2% | Reduced |
| Valley Brook Capital Group | 2,127 | $325.0K | 0.35% | 00.0% | Unchanged |
| 55I, LLC | 2,113 | $323.0K | 0.01% | +2,113 | New |
| Warther Private Wealth, LLC | 2,094 | $321.0K | 0.25% | −112−5.1% | Reduced |
| Keystone Financial Group | 2,081 | $319.0K | 0.06% | +7+0.3% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,073 | $318.0K | 0.00% | −3,000−59.1% | Reduced |
| Retirement Planning Group | 2,074 | $318.0K | 0.04% | +2,074 | New |
| Diligent Investors, LLC | 2,056 | $315.0K | 0.11% | +2,056 | New |
| Evermay Wealth Management LLC | 2,050 | $314.0K | 0.06% | +60+3.0% | Added |
| 1620 Investment Advisors, Inc. | 2,039 | $312.0K | 0.46% | +2,039 | New |
| Johnson Investment Counsel Inc | 2,029 | $311.0K | 0.00% | −192−8.6% | Reduced |
| Stockman Wealth Management, Inc. | 2,022 | $310.0K | 0.08% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 2,017 | $309.0K | 0.01% | −652−24.4% | Reduced |
| Integrated Advisors Network LLC | 2,019 | $309.0K | 0.02% | −124−5.8% | Reduced |
| Flagship Harbor Advisors, LLC | 2,009 | $308.0K | 0.04% | −45−2.2% | Reduced |
| Wintrust Investments LLC | 2,012 | $308.0K | 0.04% | +2,012 | New |
| Maven Securities LTD | 2,011 | $308.0K | 0.01% | +2,011 | New |
| Plante Moran Financial Advisors, LLC | 2,000 | $306.0K | 0.05% | −40−2.0% | Reduced |
| Kornitzer Capital Management Inc | 2,000 | $306.0K | 0.01% | +2,000 | New |
| TAP Consulting, LLC | 2,000 | $306.0K | 0.08% | +2,000 | New |
| MKT Advisors LLC | 1,990 | $305.0K | 0.27% | +1,990 | New |
| Hilltop Holdings Inc. | 1,985 | $304.0K | 0.04% | −171−7.9% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,983 | $304.0K | 0.19% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,976 | $302.7K | 0.12% | −6−0.3% | Reduced |
| Altfest L J & Co Inc | 1,969 | $302.0K | 0.06% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 1,967 | $301.0K | 0.03% | −25−1.3% | Reduced |
| Brookstone Capital Management | 1,886 | $300.0K | 0.01% | −2,443−56.4% | Reduced |
| Ropes Wealth Advisors LLC | 1,955 | $300.0K | 0.06% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 1,954 | $299.0K | 0.33% | 00.0% | Unchanged |
| Karp Capital Management Corp | 1,949 | $299.0K | 0.06% | +130+7.1% | Added |
| Buckingham Strategic Partners | 1,950 | $299.0K | 0.02% | +626+47.3% | Added |
| RWM Asset Management, LLC | 1,944 | $298.0K | 0.07% | +1,794+1,196.0% | Added |
| FFT Wealth Management LLC | 1,946 | $298.0K | 0.04% | +1,946 | New |
| LGL Partners, LLC | 1,946 | $298.0K | 0.06% | +1,946 | New |
| Alpha Cubed Investments, LLC | 1,940 | $297.0K | 0.02% | −2,176−52.9% | Reduced |
| Marco Investment Management LLC | 1,935 | $296.0K | 0.04% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 1,930 | $296.0K | 0.06% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 1,923 | $295.0K | 0.01% | +1,923 | New |
| New Potomac Partners, LLC | 1,915 | $293.0K | 0.25% | −480−20.0% | Reduced |
| Whalerock Point Partners, LLC | 1,915 | $293.0K | 0.13% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 1,906 | $292.0K | 0.03% | −1,042−35.3% | Reduced |
| Financial Advocates Investment Management | 1,913 | $292.0K | 0.03% | +1,913 | New |
| Procyon Private Wealth Partners, LLC | 1,898 | $291.0K | 0.07% | +49+2.7% | Added |
| Schmidt P J Investment Management Inc | 1,650 | $291.0K | 0.07% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 1,895 | $290.0K | 0.07% | −79−4.0% | Reduced |
| Mountain Pacific Investment Advisers Inc | 1,885 | $289.0K | 0.02% | 00.0% | Unchanged |
| Investors Research Corp | 1,887 | $289.0K | 0.09% | 00.0% | Unchanged |
| Athena Investment Management | 1,868 | $286.0K | 0.24% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,857 | $285.0K | 0.08% | −1,859−50.0% | Reduced |
| South State Corp. | 1,838 | $282.0K | 0.03% | 00.0% | Unchanged |
| Advisors Management Group Inc | 1,839 | $282.0K | 0.11% | 00.0% | Unchanged |
| Stillwater Investment Management, LLC | 1,840 | $282.0K | 0.09% | 00.0% | Unchanged |
| Graypoint LLC | 1,825 | $280.0K | 0.04% | +255+16.2% | Added |
| Wealthspire Advisors, LLC | 1,825 | $280.0K | 0.01% | +1,825 | New |
| Neville Rodie & Shaw Inc | 1,775 | $272.0K | 0.03% | 00.0% | Unchanged |
| Great Point Wealth Advisors, LLC | 1,775 | $272.0K | 0.10% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 1,772 | $271.0K | 0.12% | −1,099−38.3% | Reduced |
| Aptus Capital Advisors, LLC | 1,763 | $270.0K | 0.01% | +1+0.1% | Added |
| Menard Financial Group LLC | 1,741 | $267.0K | 0.48% | +1,741 | New |
| BFSG, LLC | 1,739 | $266.0K | 0.06% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,738 | $266.0K | 0.02% | +40+2.4% | Added |
| Evergreen Wealth Solutions, LLC | 1,730 | $265.0K | 0.38% | −150−8.0% | Reduced |
| D L Carlson Investment Group Inc | 1,730 | $265.0K | 0.06% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 1,728 | $265.0K | 0.08% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 1,729 | $265.0K | 0.03% | +29+1.7% | Added |
| Fox Run Management, L.L.C. | 1,730 | $265.0K | 0.10% | +1,730 | New |
| McKinley Carter Wealth Services, Inc. | 1,716 | $263.0K | 0.02% | −28−1.6% | Reduced |
| Proficio Capital Partners LLC | 1,714 | $263.0K | 0.05% | −18−1.0% | Reduced |
| Smith, Moore & Co. | 1,710 | $262.0K | 0.04% | −415−19.5% | Reduced |
| First Farmers & Merchants Bank / Trust | 1,707 | $262.0K | 0.35% | −30−1.7% | Reduced |
| Cobblestone Capital Advisors LLC | 1,713 | $262.0K | 0.02% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 1,708 | $262.0K | 0.55% | +1,708 | New |
| American Trust | 1,702 | $261.0K | 0.02% | −69−3.9% | Reduced |
| Sandy Spring Bank | 1,693 | $260.0K | 0.02% | −268−13.7% | Reduced |
| Destination Wealth Management | 1,688 | $259.0K | 0.01% | −125−6.9% | Reduced |
| Pavion Blue Capital, LLC | 1,688 | $259.0K | 0.19% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 1,687 | $258.5K | 0.28% | −96−5.4% | Reduced |
| Advisors Capital Management, LLC | 1,409 | $257.0K | 0.01% | +178+14.5% | Added |
| Boenning & Scattergood, Inc. | 1,671 | $256.0K | 0.05% | +1,671 | New |
| Leavell Investment Management, Inc. | 1,639 | $251.0K | 0.02% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 1,632 | $250.0K | 0.26% | −1,521−48.2% | Reduced |
| Harbor Investment Advisory, LLC | 1,634 | $250.0K | 0.04% | +3+0.2% | Added |
| Wealth Effects LLC | 1,630 | $250.0K | 0.15% | +1+0.1% | Added |
| Colonial Trust Co | 1,625 | $249.0K | 0.08% | +1,625 | New |
| Delta Asset Management LLC | 1,619 | $248.0K | 0.03% | 00.0% | Unchanged |