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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wellington Shields Capital Management, LLC | 150 | $28.1K | 0.00% | −14−8.5% | Reduced |
| FWL Investment Management, LLC | 150 | $28.1K | 0.02% | +150 | New |
| Arlington Partners LLC | 152 | $28.5K | 0.00% | 00.0% | Unchanged |
| US Asset Management LLC | 155 | $29.0K | 0.03% | +155 | New |
| Interactive Financial Advisors | 158 | $29.6K | 0.02% | 00.0% | Unchanged |
| RFP Financial Group LLC | 159 | $29.8K | 0.01% | +159 | New |
| First Command Bank | 158 | $30.0K | 0.00% | −66−29.5% | Reduced |
| First Command Financial Services, Inc. | 158 | $30.0K | 0.00% | −66−29.5% | Reduced |
| Baker Avenue Asset Management, LP | 169 | $31.7K | 0.00% | +169 | New |
| One Wealth Advisors, LLC | 169 | $31.7K | 0.01% | +169 | New |
| First PREMIER Bank | 170 | $32.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 364 | $32.0K | 0.01% | +244+203.3% | Added |
| Institutional & Family Asset Management, LLC | 174 | $32.6K | 0.01% | −2−1.1% | Reduced |
| SJS Investment Consulting Inc. | 177 | $33.2K | 0.01% | +21+13.5% | Added |
| Bellevue Asset Management, LLC | 179 | $33.4K | 0.03% | 00.0% | Unchanged |
| Addison Advisors LLC | 179 | $33.6K | 0.02% | +51+39.8% | Added |
| Oliver Lagore Vanvalin Investment Group | 183 | $34.3K | 0.02% | −8−4.2% | Reduced |
| Cedar Mountain Advisors, LLC | 185 | $34.7K | 0.01% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 200 | $37.0K | 0.02% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 200 | $37.0K | 0.04% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 202 | $38.0K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 205 | $38.4K | 0.02% | +205 | New |
| Accel Wealth Management | 206 | $38.6K | 0.02% | +1+0.5% | Added |
| Farther Finance Advisors, LLC | 206 | $38.6K | 0.01% | +206 | New |
| McIlrath & Eck, LLC | 209 | $39.2K | 0.01% | −11−5.0% | Reduced |
| Bogart Wealth, LLC | 210 | $39.4K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 211 | $39.6K | 0.03% | 00.0% | Unchanged |
| Motco | 214 | $40.1K | 0.00% | +92+75.4% | Added |
| Massmutual Trust Co FSB | 220 | $41.0K | 0.00% | +37+20.2% | Added |
| Edmond de Rothschild Holding S.A. | 221 | $41.4K | 0.00% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 226 | $42.0K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 230 | $43.1K | 0.02% | −229−49.9% | Reduced |
| CNB Bank | 231 | $43.3K | 0.03% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 233 | $43.7K | 0.03% | +225+2,812.5% | Added |
| Fiduciary Alliance LLC | 238 | $44.6K | 0.01% | +238 | New |
| Thompson Siegel & Walmsley LLC | 242 | $45.0K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 248 | $46.5K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 248 | $46.5K | 0.00% | +248 | New |
| Old North State Trust, LLC | 258 | $48.0K | 0.03% | 00.0% | Unchanged |
| Crewe Advisors LLC | 257 | $48.2K | 0.01% | −84−24.6% | Reduced |
| Piscataqua Savings Bank | 260 | $48.7K | 0.04% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 261 | $48.9K | 0.01% | +2+0.8% | Added |
| Harvest Fund Management Co., Ltd | 267 | $50.0K | 0.01% | −603−69.3% | Reduced |
| Hartford Financial Management Inc. | 278 | $52.1K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 279 | $52.3K | 0.02% | −9−3.1% | Reduced |
| Silvant Capital Management LLC | 279 | $52.3K | 0.00% | 00.0% | Unchanged |
| Vestor Capital, LLC | 284 | $53.0K | 0.01% | +9+3.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 289 | $54.2K | 0.01% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 297 | $55.7K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 298 | $55.9K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 310 | $58.1K | 0.09% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 315 | $59.1K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 315 | $59.1K | 0.02% | +29+10.1% | Added |
| EverSource Wealth Advisors, LLC | 323 | $60.6K | 0.01% | +66+25.7% | Added |
| Washington Trust Advisors, Inc. | 323 | $60.6K | 0.01% | +1+0.3% | Added |
| RE Dickinson Investment Advisors, LLC | 325 | $61.0K | 0.03% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 334 | $62.0K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 340 | $63.7K | 0.01% | 00.0% | Unchanged |
| Madden Securities Corp | 340 | $63.7K | 0.03% | +340 | New |
| Dividend Assets Capital, LLC | 342 | $64.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 342 | $64.1K | 0.02% | +31+10.0% | Added |
| Financial Perspectives, Inc | 343 | $64.3K | 0.03% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 361 | $69.0K | 0.03% | +361 | New |
| First Financial Corp | 381 | $71.4K | 0.04% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 384 | $72.0K | 0.05% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 395 | $74.1K | 0.01% | +21+5.6% | Added |
| Lee Financial Co | 398 | $74.6K | 0.01% | +11+2.8% | Added |
| American National Bank | 419 | $79.0K | 0.02% | +44+11.7% | Added |
| DuPont Capital Management Corp | 435 | $81.6K | 0.00% | −43−9.0% | Reduced |
| MinichMacGregor Wealth Management, LLC | 435 | $81.6K | 0.03% | +435 | New |
| West Paces Advisors Inc. | 443 | $83.1K | 0.03% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 448 | $84.1K | 0.07% | +2+0.4% | Added |
| IMA Wealth, Inc. | 451 | $84.6K | 0.02% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 459 | $86.1K | 0.04% | 00.0% | Unchanged |
| Clear Street Markets LLC | 467 | $88.0K | 0.02% | −3,568−88.4% | Reduced |
| Endurance Wealth Management, Inc. | 475 | $89.0K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 478 | $89.7K | 0.02% | 00.0% | Unchanged |
| Gradient Investments LLC | 483 | $90.5K | 0.00% | −35−6.8% | Reduced |
| Tanglewood Legacy Advisors, LLC | 500 | $93.7K | 0.07% | +500 | New |
| Rocky Mountain Advisers, LLC | 515 | $97.0K | 0.05% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 537 | $100.6K | 0.02% | +4+0.8% | Added |
| Fortis Capital Advisors, LLC | 544 | $102.0K | 0.06% | +544 | New |
| Baystate Wealth Management LLC | 547 | $103.0K | 0.01% | −68−11.1% | Reduced |
| Valley National Advisers Inc | 550 | $105.0K | 0.02% | −50−8.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 565 | $106.1K | 0.01% | +1+0.2% | Added |
| Loomis Sayles & Co L P | 571 | $107.0K | 0.00% | +163+40.0% | Added |
| Pinebridge Investments, L.P. | 574 | $107.6K | 0.00% | −32,447−98.3% | Reduced |
| Brown Brothers Harriman & Co | 581 | $108.9K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 585 | $109.7K | 0.05% | +2+0.3% | Added |
| Bray Capital Advisors | 596 | $111.7K | 0.03% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 597 | $111.9K | 0.04% | +597 | New |
| Sageworth Trust Co of South Dakota | 598 | $112.0K | 0.25% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 618 | $115.9K | 0.06% | +618 | New |
| Dougherty Wealth Advisers LLC | 628 | $117.7K | 0.19% | 00.0% | Unchanged |
| City Holding Co | 636 | $119.2K | 0.02% | 00.0% | Unchanged |
| Monetary Management Group Inc | 650 | $121.9K | 0.04% | 00.0% | Unchanged |
| Financial Freedom, LLC | 652 | $122.2K | 0.08% | +652 | New |
| Salem Investment Counselors Inc | 676 | $126.7K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 679 | $127.3K | 0.03% | 00.0% | Unchanged |
| Adirondack Trust Co | 680 | $127.5K | 0.07% | 00.0% | Unchanged |