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 |
|---|---|---|---|---|---|
| Alta Advisers Ltd | 700 | $131.0K | 0.08% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 701 | $131.4K | 0.04% | −15−2.1% | Reduced |
| Global Retirement Partners, LLC | 707 | $132.6K | 0.01% | +6+0.9% | Added |
| Blue Chip Partners, Inc. | 716 | $134.3K | 0.02% | −187−20.7% | Reduced |
| Glen Eagle Advisors, LLC | 720 | $135.0K | 0.04% | −20−2.7% | Reduced |
| Field & Main Bank | 743 | $139.3K | 0.09% | 00.0% | Unchanged |
| Ellevest, Inc. | 747 | $140.1K | 0.01% | +240+47.3% | Added |
| Citizens National Bank Trust Department | 750 | $141.0K | 0.04% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 754 | $141.4K | 0.14% | +26+3.6% | Added |
| Harbour Investments, Inc. | 764 | $143.2K | 0.01% | +26+3.5% | Added |
| Global Financial Private Client, LLC | 800 | $150.0K | 0.08% | 00.0% | Unchanged |
| Granite FO LLC | 825 | $156.6K | 0.12% | +825 | New |
| First Community Trust NA | 845 | $158.0K | 0.18% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 843 | $158.1K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,036 | $158.7K | 0.07% | 00.0% | Unchanged |
| Tompkins Financial Corp | 852 | $159.0K | 0.03% | −61−6.7% | Reduced |
| Bangor Savings Bank | 848 | $159.0K | 0.02% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 857 | $160.7K | 0.05% | 00.0% | Unchanged |
| Core Wealth Partners LLC | 12,227 | $160.8K | 0.20% | +12,227 | New |
| Advisors Asset Management, Inc. | 870 | $163.1K | 0.00% | +200+29.9% | Added |
| Sageworth Trust Co | 895 | $168.0K | 0.01% | 00.0% | Unchanged |
| Horizons Wealth Management | 896 | $168.0K | 0.13% | +896 | New |
| Clean Yield Group | 900 | $168.7K | 0.07% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 906 | $169.8K | 0.03% | 00.0% | Unchanged |
| Estabrook Capital Management | 938 | $175.9K | 0.03% | −2−0.2% | Reduced |
| SRS Capital Advisors, Inc. | 942 | $176.6K | 0.02% | +873+1,265.2% | Added |
| Creative Financial Designs Inc | 943 | $176.7K | 0.03% | −178−15.9% | Reduced |
| Tilia Fiduciary Partners, Inc. | 943 | $176.8K | 0.17% | 00.0% | Unchanged |
| Logan Capital Management Inc | 950 | $178.1K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 955 | $179.1K | 0.07% | −902−48.6% | Reduced |
| Pflug Koory, LLC | 968 | $181.0K | 0.10% | −30−3.0% | Reduced |
| MV Capital Management, Inc. | 990 | $185.6K | 0.03% | +5+0.5% | Added |
| United Community Bank | 996 | $186.7K | 0.18% | +36+3.8% | Added |
| Pin Oak Investment Advisors Inc | 997 | $187.0K | 0.23% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 1,004 | $188.2K | 0.23% | +1,004 | New |
| Quent Capital, LLC | 1,027 | $192.6K | 0.04% | +64+6.6% | Added |
| Centennial Bank | 1,066 | $199.9K | 0.11% | +1,066 | New |
| Boenning & Scattergood, Inc. | 1,096 | $200.0K | 0.03% | −575−34.4% | Reduced |
| Sonora Investment Management Group, LLC | 1,075 | $201.6K | 0.02% | +1,075 | New |
| NewEdge Wealth, LLC | 1,078 | $202.0K | 0.01% | +1,078 | New |
| Vigilant Capital Management, LLC | 1,082 | $203.0K | 0.02% | −43−3.8% | Reduced |
| First Financial Bank - Trust Division | 1,082 | $203.0K | 0.02% | +1,082 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,084 | $203.2K | 0.04% | +1,084 | New |
| Viewpoint Capital Management LLC | 1,086 | $203.6K | 0.20% | +1,086 | New |
| Farmers & Merchants Investments Inc | 1,088 | $204.0K | 0.01% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 1,088 | $204.0K | 0.06% | +1,088 | New |
| SPC Financial, Inc. | 1,093 | $205.0K | 0.02% | +1,093 | New |
| Voya Financial Advisors, Inc. | 1,084 | $205.4K | 0.03% | +1,084 | New |
| Lodestar Private Asset Management LLC | 1,098 | $205.9K | 0.04% | +1,098 | New |
| Boston Family Office LLC | 1,100 | $206.0K | 0.02% | +1,100 | New |
| Pointe Capital Management LLC | 1,100 | $206.0K | 0.16% | +1,100 | New |
| Blume Capital Management, Inc. | 1,100 | $206.2K | 0.07% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 1,114 | $208.9K | 0.10% | +1,114 | New |
| Ridgewood Investments LLC | 1,114 | $208.9K | 0.15% | +1,114 | New |
| Financial Advisors, LLC | 1,128 | $211.5K | 0.06% | +1,128 | New |
| Clarkston Capital Partners, LLC | 1,129 | $211.7K | 0.00% | +1,129 | New |
| Fortitude Advisory Group L.L.C. | 1,134 | $212.5K | 0.18% | +1,134 | New |
| First National Advisers, LLC | 1,138 | $213.0K | 0.27% | +115+11.2% | Added |
| Apella Capital, LLC | 1,143 | $214.3K | 0.02% | +1,143 | New |
| EagleClaw Capital Managment, LLC | 1,146 | $214.9K | 0.05% | +1,146 | New |
| Intercontinental Wealth Advisors, LLC | 1,153 | $216.2K | 0.06% | +1,153 | New |
| Washington Trust Co | 1,157 | $216.9K | 0.01% | +47+4.2% | Added |
| Foundations Investment Advisors, LLC | 1,157 | $216.9K | 0.01% | +1,157 | New |
| Patten & Patten Inc | 1,162 | $218.0K | 0.02% | +1,162 | New |
| Trust Investment Advisors | 1,164 | $218.2K | 0.21% | +1,164 | New |
| Wealthspan Partners, LLC | 1,165 | $218.4K | 0.20% | +1,165 | New |
| Wealthcare Advisory Partners LLC | 1,171 | $219.5K | 0.01% | +1,171 | New |
| Old Port Advisors | 1,172 | $219.7K | 0.08% | −90−7.1% | Reduced |
| Baxter Bros Inc | 1,171 | $220.0K | 0.04% | +1,171 | New |
| Advus Financial Partners, LLC | 1,176 | $220.5K | 0.10% | +1,176 | New |
| IVC Wealth Advisors LLC | 1,182 | $221.6K | 0.16% | +1,182 | New |
| IFP Advisors, Inc | 2,343 | $222.0K | 0.01% | −53−2.2% | Reduced |
| Wedmont Private Capital | 1,149 | $222.8K | 0.03% | +1,149 | New |
| Capital Investment Advisors, LLC | 1,192 | $224.0K | 0.01% | +1,192 | New |
| Oakworth Capital, Inc. | 1,195 | $224.1K | 0.02% | −21−1.7% | Reduced |
| Fayez Sarofim & Co | 1,197 | $224.4K | 0.00% | +1,197 | New |
| Anchor Capital Advisors LLC | 1,198 | $224.6K | 0.01% | +1,198 | New |
| Builder Investment Group Inc | 1,200 | $225.0K | 0.11% | +1,200 | New |
| Cape Ann Savings Bank | 1,200 | $225.0K | 0.16% | +1,200 | New |
| Salzhauer Michael | 1,200 | $225.0K | 0.14% | +1,200 | New |
| Herold Advisors, Inc. | 1,200 | $225.0K | 0.10% | +1,200 | New |
| SFMG, LLC | 1,208 | $226.5K | 0.03% | +1,208 | New |
| Family Management Corp | 1,209 | $226.7K | 0.06% | +1,209 | New |
| Wealth Architects, LLC | 1,211 | $227.1K | 0.04% | +1,211 | New |
| CRA Financial Services, LLC | 1,215 | $227.8K | 0.07% | +1,215 | New |
| Change Path, LLC | 1,215 | $228.0K | 0.01% | +1,215 | New |
| Laffer Tengler Investments | 1,217 | $228.2K | 0.07% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 1,220 | $228.7K | 0.09% | +1,220 | New |
| Trinity Legacy Partners, LLC | 1,220 | $228.8K | 0.09% | +1,220 | New |
| Robertson Stephens Wealth Management, LLC | 1,224 | $229.5K | 0.02% | −246−16.7% | Reduced |
| Cape Cod Five Cents Savings Bank | 1,227 | $230.0K | 0.03% | +1,227 | New |
| Liberty Capital Management, Inc. | 1,230 | $230.6K | 0.08% | +1,230 | New |
| Santori & Peters | 1,236 | $231.8K | 0.14% | +1,236 | New |
| Caldwell Trust Co | 1,240 | $232.5K | 0.03% | +49+4.1% | Added |
| Inscription Capital, LLC | 1,241 | $232.6K | 0.08% | +1,241 | New |
| Slocum, Gordon & Co LLP | 1,250 | $234.4K | 0.15% | +1,250 | New |
| AFS Financial Group, LLC | 1,250 | $234.4K | 0.17% | +1,250 | New |
| Invictus Private Wealth, LLC | 1,252 | $234.7K | 0.03% | +1,252 | New |
| Fisher Asset Management, LLC | 1,255 | $235.0K | 0.00% | +1,255 | New |
| Dearborn Partners LLC | 1,261 | $236.4K | 0.01% | +1,261 | New |