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 |
|---|---|---|---|---|---|
| Charter Trust Co | 1,666 | $312.4K | 0.02% | +308+22.7% | Added |
| American Trust | 1,667 | $312.5K | 0.03% | −35−2.1% | Reduced |
| Sage Rhino Capital LLC | 1,670 | $313.1K | 0.10% | +1,670 | New |
| D L Carlson Investment Group Inc | 1,677 | $314.0K | 0.07% | −53−3.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,681 | $315.2K | 0.06% | −217−11.4% | Reduced |
| Pavion Blue Capital, LLC | 1,688 | $316.5K | 0.20% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,693 | $317.5K | 0.02% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,700 | $318.7K | 0.03% | +81+5.0% | Added |
| Aptus Capital Advisors, LLC | 1,701 | $318.9K | 0.01% | −62−3.5% | Reduced |
| Neville Rodie & Shaw Inc | 1,700 | $319.0K | 0.03% | −75−4.2% | Reduced |
| Proficio Capital Partners LLC | 1,705 | $319.7K | 0.06% | −9−0.5% | Reduced |
| Smith, Moore & Co. | 1,710 | $320.6K | 0.04% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 1,713 | $321.2K | 0.02% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 1,713 | $321.2K | 0.17% | +267+18.5% | Added |
| Basepoint Wealth LLC | 1,720 | $322.4K | 0.29% | +33+2.0% | Added |
| Convergence Investment Partners, LLC | 1,732 | $324.6K | 0.19% | +249+16.8% | Added |
| BFSG, LLC | 1,739 | $326.0K | 0.07% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 1,740 | $326.2K | 0.20% | +1,740 | New |
| Simmons Bank | 1,740 | $326.2K | 0.03% | +1,740 | New |
| Evergreen Wealth Solutions, LLC | 1,751 | $328.0K | 0.43% | +21+1.2% | Added |
| Clearstead Advisors, LLC | 1,759 | $329.8K | 0.03% | +21+1.2% | Added |
| Alpha Paradigm Partners, LLC | 1,772 | $332.0K | 0.14% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 1,772 | $332.2K | 0.01% | +1,772 | New |
| Great Point Wealth Advisors, LLC | 1,775 | $332.7K | 0.11% | 00.0% | Unchanged |
| Advisors Management Group Inc | 1,809 | $339.0K | 0.13% | −30−1.6% | Reduced |
| Peak Asset Management, LLC | 1,814 | $340.1K | 0.09% | +86+5.0% | Added |
| CX Institutional | 1,834 | $343.9K | 0.02% | +426+30.3% | Added |
| AdvisorNet Financial, Inc | 1,841 | $345.2K | 0.03% | −1,533−45.4% | Reduced |
| Stillwater Investment Management, LLC | 1,841 | $345.2K | 0.10% | +1+0.1% | Added |
| Evergreen Capital Management LLC | 1,848 | $346.6K | 0.02% | +398+27.4% | Added |
| Fiduciary Group LLC | 1,850 | $346.9K | 0.05% | +32+1.8% | Added |
| Nwam LLC | 1,861 | $348.9K | 0.03% | +1,861 | New |
| Wintrust Investments LLC | 1,863 | $349.0K | 0.05% | −149−7.4% | Reduced |
| Athena Investment Management | 1,868 | $350.2K | 0.26% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 1,868 | $353.3K | 0.45% | −207−10.0% | Reduced |
| Mountain Pacific Investment Advisers Inc | 1,885 | $353.4K | 0.03% | 00.0% | Unchanged |
| Investors Research Corp | 1,887 | $353.8K | 0.10% | 00.0% | Unchanged |
| Brookstone Capital Management | 1,841 | $357.0K | 0.01% | −45−2.4% | Reduced |
| Whalerock Point Partners, LLC | 1,915 | $359.0K | 0.15% | 00.0% | Unchanged |
| New Potomac Partners, LLC | 1,915 | $359.0K | 0.27% | 00.0% | Unchanged |
| South State Corp. | 1,923 | $360.5K | 0.03% | +85+4.6% | Added |
| Destination Wealth Management | 1,928 | $361.4K | 0.01% | +240+14.2% | Added |
| Mechanics Bank Trust Department | 1,930 | $361.9K | 0.06% | 00.0% | Unchanged |
| Marco Investment Management LLC | 1,935 | $362.8K | 0.04% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 1,939 | $363.5K | 0.08% | −5−0.3% | Reduced |
| Alpha Cubed Investments, LLC | 1,940 | $363.7K | 0.03% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 1,953 | $366.2K | 0.03% | −14−0.7% | Reduced |
| Defined Wealth Management, LLC | 1,954 | $366.4K | 0.34% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,976 | $370.5K | 0.14% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 1,980 | $371.2K | 0.01% | +434+28.1% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,983 | $371.8K | 0.22% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 1,993 | $373.7K | 0.09% | +98+5.2% | Added |
| TAP Consulting, LLC | 2,000 | $375.0K | 0.10% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 2,002 | $375.4K | 0.09% | −20−1.0% | Reduced |
| MKT Advisors LLC | 1,959 | $375.4K | 0.28% | −31−1.6% | Reduced |
| Carlson Capital Management | 2,008 | $376.5K | 0.03% | −379−15.9% | Reduced |
| Flagship Harbor Advisors, LLC | 2,013 | $377.4K | 0.04% | +4+0.2% | Added |
| Glassman Wealth Services | 2,028 | $380.3K | 0.07% | +1,575+347.7% | Added |
| Schechter Investment Advisors, LLC | 2,029 | $380.4K | 0.03% | +123+6.5% | Added |
| Warther Private Wealth, LLC | 2,035 | $381.5K | 0.29% | −59−2.8% | Reduced |
| Retirement Planning Group | 2,035 | $381.5K | 0.04% | −39−1.9% | Reduced |
| 9258 Wealth Management, LLC | 2,045 | $383.4K | 0.08% | −172−7.8% | Reduced |
| Evermay Wealth Management LLC | 2,050 | $384.4K | 0.08% | 00.0% | Unchanged |
| Diligent Investors, LLC | 2,056 | $385.5K | 0.13% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2,060 | $386.2K | 0.02% | −3,381−62.1% | Reduced |
| Johnson Investment Counsel Inc | 2,060 | $386.2K | 0.01% | +31+1.5% | Added |
| Ridgecrest Wealth Partners, LLC | 2,065 | $387.2K | 0.29% | +2,065 | New |
| Great Valley Advisor Group, Inc. | 2,074 | $388.8K | 0.02% | −270−11.5% | Reduced |
| Ropes Wealth Advisors LLC | 2,079 | $389.8K | 0.07% | +124+6.3% | Added |
| Spire Wealth Management | 2,082 | $390.0K | 0.02% | +478+29.8% | Added |
| Keystone Financial Group | 2,081 | $390.2K | 0.08% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 2,103 | $394.4K | 0.03% | +84+4.2% | Added |
| First Citizens Bank & Trust Co | 2,112 | $396.0K | 0.01% | −69−3.2% | Reduced |
| Fortem Financial Group, LLC | 2,125 | $398.5K | 0.23% | +3+0.1% | Added |
| Valley Brook Capital Group | 2,127 | $398.8K | 0.38% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 2,128 | $399.0K | 0.17% | +2,128 | New |
| Level Four Advisory Services, LLC | 2,137 | $400.7K | 0.03% | +2,137 | New |
| Appleton Partners Inc | 2,141 | $401.0K | 0.04% | −112−5.0% | Reduced |
| River Wealth Advisors LLC | 2,156 | $404.2K | 0.08% | 00.0% | Unchanged |
| Assetmark, Inc | 2,169 | $406.7K | 0.00% | −41−1.9% | Reduced |
| ForthRight Wealth Management, LLC | 2,214 | $415.1K | 0.21% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 2,216 | $415.5K | 0.07% | +2,216 | New |
| Green Square Capital Advisors LLC | 2,217 | $415.7K | 0.06% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 2,220 | $416.3K | 0.03% | −439−16.5% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 2,222 | $416.6K | 0.02% | −36−1.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 2,224 | $417.0K | 0.00% | −25,907−92.1% | Reduced |
| Trustcore Financial Services, LLC | 2,225 | $417.2K | 0.04% | 00.0% | Unchanged |
| Oberweis Asset Management Inc | 2,227 | $417.5K | 0.09% | +2+0.1% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,234 | $418.8K | 0.11% | +715+47.1% | Added |
| Hilltop Holdings Inc. | 2,239 | $419.8K | 0.05% | +254+12.8% | Added |
| Plante Moran Financial Advisors, LLC | 2,243 | $420.5K | 0.06% | +243+12.2% | Added |
| SeaCrest Wealth Management, LLC | 2,245 | $420.8K | 0.06% | +10.0% | Added |
| WFA Asset Management Corp | 2,245 | $420.8K | 0.28% | +14+0.6% | Added |
| Farmers & Merchants Trust Co of Long Beach | 2,249 | $421.7K | 0.12% | −259−10.3% | Reduced |
| Salvus Wealth Management, LLC | 2,269 | $425.4K | 0.39% | +40+1.8% | Added |
| InterOcean Capital Group, LLC | 2,288 | $429.0K | 0.02% | +100+4.6% | Added |
| Castle Rock Wealth Management, LLC | 2,234 | $429.2K | 0.19% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 2,307 | $432.6K | 0.01% | +482+26.4% | Added |
| First National Bank of South Miami | 2,308 | $433.0K | 0.32% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 2,328 | $436.5K | 0.00% | 00.0% | Unchanged |