Travelers Companies, Inc.

TRV

Exchange: NYSE
Industry: Fire, Marine & Casualty Insurance
SEC CIK: 0000086312

SEC filings (opens in a new tab)

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, Q4 2022

Institutional positions in Travelers Companies, Inc. as of Dec 31, 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: 1,304; +122 vs. Q3 2022
Shares held: 191.8M; −1.07M (−0.6%) vs. Q3 2022
Total value: $36.0B; +$6.40B (+21.7%) vs. Q3 2022
New holders: 204; 412 more added
Sold out: 82; 427 more reduced

22 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2022: 1,304 institutions

Value heldQ4 2022: $36.0B

Institutions holding TRV and their total value by quarter
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, Q4 2022

Shares, value and share of portfolio for each institution holding Travelers Companies, Inc.; share changes are against Q3 2022.

Institutions holding TRV in Q4 2022
Institution	Shares	Value	% of portfolio	Change in shares	Action
Iron Horse Wealth Management, LLC	2	$0	0.00%	00.0%	Unchanged
Householder Group Estate & Retirement Specialist, LLC	1	$0	0.00%	00.0%	Unchanged
Coston, McIsaac & Partners	3	$0	0.00%	00.0%	Unchanged
Tfo-TDC, LLC	3	$93	0.00%	+3	New
Kraematon Investment Advisors, Inc	1	$100	0.00%	+1	New
AllSquare Wealth Management LLC	1	$187	0.00%	00.0%	Unchanged
Emfo, LLC	1	$187	0.00%	00.0%	Unchanged
Cassady Schiller Wealth Management, LLC	1	$187	0.00%	+1	New
Carolinas Wealth Consulting LLC	2	$375	0.00%	−61−96.8%	Reduced
Coppell Advisory Solutions LLC	3	$562	0.00%	+3	New
Coppell Advisory Solutions Corp.	3	$562	0.00%	+3	New
Financial Synergies Wealth Advisors, Inc.	3	$563	0.00%	00.0%	Unchanged
Barrett & Company, Inc.	4	$750	0.00%	00.0%	Unchanged
Optimum Investment Advisors	5	$937	0.00%	00.0%	Unchanged
Tanaka Capital Management Inc	6	$1.00K	0.00%	00.0%	Unchanged
Front Row Advisors LLC	6	$1.00K	0.00%	00.0%	Unchanged
Level Financial Advisors, Inc.	3	$1.00K	0.00%	+3	New
Creative Capital Management Investments LLC	8	$1.00K	0.00%	+8	New
Archer Investment Corp	7	$1.31K	0.00%	00.0%	Unchanged
TFC Financial Management	7	$1.31K	0.00%	00.0%	Unchanged
Delos Wealth Advisors, LLC	7	$1.31K	0.00%	00.0%	Unchanged
Old Second National Bank of Aurora	7	$1.31K	0.00%	+7	New
TD Capital Management LLC	7	$1.34K	0.00%	00.0%	Unchanged
Paragon Wealth Strategies, LLC	9	$1.70K	0.00%	+9	New
Arcus Capital Partners, LLC	9	$1.75K	0.00%	+9	New
PFS Partners, LLC	10	$1.88K	0.00%	00.0%	Unchanged
KB Financial Partners, LLC	12	$2.00K	0.00%	00.0%	Unchanged
Cornerstone Planning Group LLC	14	$2.58K	0.00%	+14	New
New England Capital Financial Advisors LLC	14	$2.60K	0.00%	+14	New
Pathway Financial Advisers, LLC	15	$2.81K	0.00%	+15	New
Column Capital Advisors, LLC	18	$3.38K	0.00%	+6+50.0%	Added
Glassy Mountain Advisors, Inc.	18	$3.38K	0.00%	+18	New
My Personal CFO, LLC	20	$3.75K	0.00%	+20	New
Abound Wealth Management	22	$4.13K	0.00%	00.0%	Unchanged
Capital Analysts, LLC	27	$5.00K	0.00%	−33−55.0%	Reduced
Tradewinds Capital Management, LLC	27	$5.06K	0.00%	00.0%	Unchanged
Country Trust Bank	27	$5.06K	0.00%	+16+145.5%	Added
JDM Financial Group LLC	30	$5.63K	0.01%	+30	New
Cary Street Partners Asset Management LLC	32	$6.00K	0.00%	00.0%	Unchanged
Financial Management Professionals, Inc.	33	$6.00K	0.00%	+6+22.2%	Added
Heritage Wealth Management, LLC	32	$6.00K	0.00%	+28+700.0%	Added
Horan Securities, Inc.	33	$6.09K	0.00%	+33	New
Truvestments Capital LLC	34	$6.38K	0.00%	00.0%	Unchanged
Concord Wealth Partners	36	$6.81K	0.00%	+36	New
Disciplined Investments, LLC	40	$7.50K	0.00%	−2−4.8%	Reduced
NewSquare Capital LLC	41	$7.69K	0.00%	00.0%	Unchanged
Laurel Wealth Planning LLC	42	$7.88K	0.01%	00.0%	Unchanged
Cranbrook Wealth Management, LLC	46	$8.63K	0.00%	00.0%	Unchanged
PayPay Securities Corp	49	$9.19K	0.62%	+49	New
First Personal Financial Services	50	$9.37K	0.00%	00.0%	Unchanged
Versant Capital Management, Inc	50	$9.38K	0.00%	00.0%	Unchanged
Rosenberg Matthew Hamilton	50	$9.38K	0.00%	00.0%	Unchanged
McClarren Financial Advisors, Inc.	54	$10.0K	0.01%	00.0%	Unchanged
Hazlett, Burt & Watson, Inc.	49	$10.0K	0.01%	+9+22.5%	Added
Ogorek Anthony Joseph	60	$11.0K	0.00%	00.0%	Unchanged
Rise Advisors, LLC	61	$11.4K	0.01%	00.0%	Unchanged
Coastal Capital Group, Inc.	77	$11.8K	0.00%	00.0%	Unchanged
Goodwin Investment Advisory	64	$12.0K	0.01%	00.0%	Unchanged
St. James Investment Advisors, LLC	65	$12.2K	0.02%	00.0%	Unchanged
Beacon Capital Management, LLC	66	$12.4K	0.00%	+43+187.0%	Added
Albion Financial Group	66	$12.4K	0.00%	−10−13.2%	Reduced
North Star Investment Management Corp.	68	$12.7K	0.00%	+2+3.0%	Added
Clear Perspectives Financial Planning, LLC	70	$13.1K	0.01%	00.0%	Unchanged
Arcadia Investment Management Corp	74	$13.9K	0.00%	+74	New
Legend Financial Advisors, Inc.	75	$14.1K	0.01%	+75	New
Colonial Trust Advisors	76	$14.2K	0.00%	00.0%	Unchanged
Carmichael Hill & Associates, Inc.	77	$14.4K	0.01%	−53−40.8%	Reduced
Capital Directions Investment Advisors, LLC	80	$15.0K	0.01%	+80	Added
Riverview Trust Co	82	$15.0K	0.01%	00.0%	Unchanged
Headlands Technologies LLC	78	$15.0K	0.01%	+78	New
Dark Forest Capital Management LP	82	$15.4K	0.00%	+82	New
Norway Savings Bank	83	$15.6K	0.01%	00.0%	Unchanged
Toth Financial Advisory Corp	85	$15.9K	0.00%	00.0%	Unchanged
Center for Financial Planning, Inc.	86	$16.1K	0.00%	+45+109.8%	Added
SOA Wealth Advisors, LLC.	91	$17.1K	0.00%	00.0%	Unchanged
Schubert & Co	95	$17.8K	0.02%	+20+26.7%	Added
Park Place Capital Corp	96	$18.0K	0.01%	+96	New
St Germain D J Co Inc	100	$18.7K	0.01%	+100	New
Lansing Street Advisors	100	$18.7K	0.01%	+100	New
Tucker Asset Management LLC	100	$18.9K	0.01%	00.0%	Unchanged
Horizon Bancorp Inc	100	$19.0K	0.01%	+100	New
Luken Investment Analytics, LLC	106	$19.9K	0.01%	+106	New
Covestor Ltd	107	$20.0K	0.02%	+107	New
Leonteq Securities AG	114	$21.4K	0.00%	−7−5.8%	Reduced
Freedom Wealth Alliance, LLC	114	$21.4K	0.03%	+114	New
Riggs Asset Managment Co. Inc.	115	$21.6K	0.01%	00.0%	Unchanged
Cribstone Capital Management, LLC	115	$21.6K	0.01%	00.0%	Unchanged
Wolff Wiese Magana LLC	117	$21.9K	0.02%	−70−37.4%	Reduced
High Net Worth Advisory Group LLC	117	$21.9K	0.01%	00.0%	Unchanged
Larson Financial Group LLC	124	$23.2K	0.00%	+1+0.8%	Added
West Branch Capital LLC	125	$23.4K	0.01%	00.0%	Unchanged
MCF Advisors LLC	129	$24.2K	0.00%	−45−25.9%	Reduced
Sound Income Strategies, LLC	133	$24.9K	0.00%	00.0%	Unchanged
Raffa Wealth Management, LLC	137	$25.7K	0.01%	00.0%	Unchanged
Laurel Wealth Advisors LLC	138	$25.9K	0.01%	00.0%	Unchanged
BOK Financial Private Wealth, Inc.	139	$26.1K	0.00%	00.0%	Unchanged
Birch Capital Management, LLC	140	$26.2K	0.02%	−10−6.7%	Reduced
DT Investment Partners, LLC	144	$27.0K	0.00%	00.0%	Unchanged
Trust Co	144	$27.0K	0.00%	00.0%	Unchanged
Jones Financial Companies LLLP	148	$28.0K	0.00%	00.0%	Unchanged