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 |
|---|---|---|---|---|---|
| Alps Advisors Inc | 1,268 | $237.7K | 0.00% | −196−13.4% | Reduced |
| Farmers Trust Co | 1,287 | $241.0K | 0.05% | +1,287 | New |
| Live Oak Private Wealth LLC | 1,286 | $241.1K | 0.05% | +1,286 | New |
| Congress Wealth Management LLC | 1,290 | $241.9K | 0.01% | +1,290 | New |
| Warren Averett Asset Management, LLC | 1,290 | $241.9K | 0.01% | +1,290 | New |
| Formidable Asset Management, LLC | 1,304 | $244.0K | 0.06% | −32−2.4% | Reduced |
| Sippican Capital Advisors | 1,300 | $244.0K | 0.23% | +1,300 | New |
| Legacy Trust | 1,303 | $244.3K | 0.08% | +1,303 | New |
| Van Strum & Towne Inc. | 1,304 | $244.5K | 0.11% | 00.0% | Unchanged |
| Hudson Portfolio Management LLC | 1,310 | $245.6K | 0.27% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 1,314 | $246.4K | 0.11% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 1,317 | $246.9K | 0.07% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 1,320 | $247.5K | 0.33% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 1,322 | $248.0K | 0.12% | 00.0% | Unchanged |
| Graypoint LLC | 1,326 | $248.6K | 0.03% | −499−27.3% | Reduced |
| JFS Wealth Advisors, LLC | 1,332 | $249.7K | 0.02% | +277+26.3% | Added |
| David Loasby | 1,304 | $250.0K | 0.03% | +24+1.9% | Added |
| WSFS Capital Management, LLC | 1,338 | $250.9K | 0.03% | +1,338 | New |
| Chicago Trust Co NA | 1,344 | $252.0K | 0.06% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,344 | $252.0K | 0.06% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 1,325 | $252.0K | 0.11% | +1,325 | New |
| Eudaimonia Partners, LLC | 1,345 | $252.2K | 0.06% | −195−12.7% | Reduced |
| Blueprint Investment Partners LLC | 1,350 | $253.1K | 0.05% | +1,350 | New |
| Mutual Advisors, LLC | 1,369 | $256.6K | 0.01% | +1,369 | New |
| First Nebraska Trust Co | 1,370 | $256.9K | 0.03% | −45−3.2% | Reduced |
| Rehmann Capital Advisory Group | 1,372 | $257.3K | 0.03% | +1,372 | New |
| Henrickson Nauta Wealth Advisors, Inc. | 1,373 | $257.4K | 0.20% | 00.0% | Unchanged |
| Schear Investment Advisers, LLC | 1,373 | $257.4K | 0.32% | +1,373 | New |
| Great Waters Wealth Management | 1,357 | $258.8K | 0.06% | +1,357 | New |
| Machina Capital S.A.S. | 1,385 | $259.7K | 0.48% | −323−18.9% | Reduced |
| AIA Group Ltd | 1,388 | $260.2K | 0.02% | +439+46.3% | Added |
| Virginia Wealth Management Group, Inc. | 1,394 | $261.4K | 0.18% | +7+0.5% | Added |
| Eagle Ridge Investment Management | 1,401 | $262.7K | 0.03% | 00.0% | Unchanged |
| Spinnaker Trust | 1,405 | $263.0K | 0.02% | −40−2.8% | Reduced |
| Earnest Partners LLC | 1,413 | $264.9K | 0.00% | +186+15.2% | Added |
| Renaissance Group LLC | 1,418 | $265.9K | 0.01% | −198−12.3% | Reduced |
| Anchor Investment Management, LLC | 1,425 | $267.2K | 0.04% | −85−5.6% | Reduced |
| Crawford Investment Counsel Inc | 1,432 | $268.5K | 0.01% | +1,432 | New |
| Fairhaven Wealth Management, LLC | 1,444 | $270.7K | 0.11% | −11−0.8% | Reduced |
| Vise Technologies, Inc. | 1,447 | $271.3K | 0.08% | +1,447 | New |
| Krilogy Financial LLC | 1,467 | $275.1K | 0.03% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 1,472 | $276.0K | 0.03% | +154+11.7% | Added |
| Windsor Capital Management, LLC | 1,473 | $276.1K | 0.10% | +3+0.2% | Added |
| Marino, Stram & Associates LLC | 1,480 | $277.4K | 0.09% | +8+0.5% | Added |
| MONECO Advisors, LLC | 1,486 | $278.5K | 0.10% | +1+0.1% | Added |
| Guardian Wealth Advisors, LLC | 1,486 | $278.6K | 0.05% | 00.0% | Unchanged |
| Bickling Financial Services, Inc. | 1,493 | $280.0K | 0.17% | −50−3.2% | Reduced |
| Howland Capital Management LLC | 1,494 | $280.1K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,459 | $280.1K | 0.08% | +10+0.7% | Added |
| All Terrain Financial Advisors, LLC | 1,495 | $280.3K | 0.14% | 00.0% | Unchanged |
| Wealth Effects LLC | 1,498 | $280.9K | 0.16% | −132−8.1% | Reduced |
| Bryn Mawr Trust Co | 1,498 | $281.0K | 0.01% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 1,500 | $281.2K | 0.02% | 00.0% | Unchanged |
| Core Alternative Capital | 1,506 | $282.4K | 0.04% | +930+161.5% | Added |
| Tiemann Investment Advisors, LLC | 1,510 | $283.1K | 0.17% | 00.0% | Unchanged |
| Shelton Capital Management | 1,514 | $283.9K | 0.03% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 1,515 | $284.0K | 0.03% | +1,515 | New |
| Carr Financial Group Corp | 1,517 | $284.4K | 0.15% | +1,517 | New |
| Monument Capital Management | 1,518 | $284.7K | 0.10% | +1,518 | New |
| Aspen Investment Management Inc | 1,522 | $285.0K | 0.19% | 00.0% | Unchanged |
| Thomasville National Bank | 1,519 | $285.0K | 0.03% | +15+1.0% | Added |
| Eagle Harbor Asset Management Inc | 1,522 | $285.4K | 0.42% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,526 | $286.1K | 0.07% | +4+0.3% | Added |
| State of Wyoming | 1,529 | $286.7K | 0.10% | −84−5.2% | Reduced |
| Five Oceans Advisors | 1,542 | $289.1K | 0.20% | −56−3.5% | Reduced |
| Linscomb & Williams, Inc. | 1,548 | $290.2K | 0.01% | +1,548 | New |
| Csenge Advisory Group | 1,552 | $291.0K | 0.02% | −52−3.2% | Reduced |
| Advisors Capital Management, LLC | 1,554 | $291.0K | 0.01% | +145+10.3% | Added |
| Burke & Herbert Bank & Trust Co | 1,562 | $293.0K | 0.22% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,565 | $293.4K | 0.16% | +292+22.9% | Added |
| Northwest Quadrant Wealth Management, LLC | 1,566 | $293.6K | 0.09% | +6+0.4% | Added |
| Heritage Wealth Advisors | 1,566 | $293.6K | 0.02% | +30+2.0% | Added |
| TrinityPoint Wealth, LLC | 1,567 | $293.8K | 0.07% | −2−0.1% | Reduced |
| Knightsbridge Asset Management, LLC | 1,569 | $294.0K | 0.06% | +6+0.4% | Added |
| Meridian Wealth Management, LLC | 1,573 | $294.8K | 0.03% | +1,573 | New |
| Wade G W & Inc | 1,571 | $295.0K | 0.01% | +1+0.1% | Added |
| Sloy Dahl & Holst, LLC | 1,574 | $295.1K | 0.10% | 00.0% | Unchanged |
| Somerville Kurt F | 1,575 | $295.3K | 0.06% | 00.0% | Unchanged |
| Randolph Co Inc | 1,577 | $295.7K | 0.05% | +1,577 | New |
| Sentry Investment Management LLC | 1,581 | $296.0K | 0.13% | 00.0% | Unchanged |
| Essex Savings Bank | 1,579 | $296.0K | 0.10% | −19−1.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,580 | $296.2K | 0.02% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 1,581 | $296.4K | 0.02% | +89+6.0% | Added |
| D'Orazio & Associates, Inc. | 1,588 | $297.7K | 0.07% | +1,588 | New |
| Versor Investments LP | 1,594 | $298.9K | 0.03% | −2,956−65.0% | Reduced |
| Avantax Planning Partners, Inc. | 1,594 | $298.9K | 0.01% | +71+4.7% | Added |
| Relaxing Retirement Coach | 1,600 | $300.0K | 0.11% | 00.0% | Unchanged |
| New Hampshire Trust | 1,601 | $300.2K | 0.08% | +1,601 | New |
| Altfest L J & Co Inc | 1,606 | $301.0K | 0.05% | −363−18.4% | Reduced |
| Colonial Trust Co | 1,607 | $301.3K | 0.08% | −18−1.1% | Reduced |
| FFT Wealth Management LLC | 1,625 | $304.7K | 0.04% | −321−16.5% | Reduced |
| Mach-1 Financial Group, Inc. | 1,632 | $306.0K | 0.14% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,633 | $306.2K | 0.09% | +277+20.4% | Added |
| Harbor Investment Advisory, LLC | 1,647 | $308.8K | 0.05% | +13+0.8% | Added |
| Schmidt P J Investment Management Inc | 1,650 | $309.4K | 0.07% | 00.0% | Unchanged |
| First Affirmative Financial Network | 1,651 | $309.6K | 0.37% | +1,651 | New |
| Claro Advisors LLC | 1,652 | $309.7K | 0.10% | +1,652 | New |
| McKinley Carter Wealth Services, Inc. | 1,657 | $310.7K | 0.03% | −59−3.4% | Reduced |
| Calamos Wealth Management LLC | 1,661 | $311.4K | 0.02% | +131+8.6% | Added |
| Transcend Wealth Collective, LLC | 1,665 | $312.2K | 0.03% | −64−3.7% | Reduced |