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 |
|---|---|---|---|---|---|
| Modera Wealth Management, LLC | 2,336 | $438.0K | 0.02% | +10+0.4% | Added |
| Leavell Investment Management, Inc. | 2,339 | $438.0K | 0.03% | +700+42.7% | Added |
| BCJ Capital Management, LLC | 2,337 | $438.2K | 0.04% | +208+9.8% | Added |
| Williams Jones Wealth Management, LLC. | 2,348 | $440.2K | 0.01% | −6−0.3% | Reduced |
| Summit Global Investments | 2,365 | $443.0K | 0.04% | +54+2.3% | Added |
| Crestwood Advisors Group LLC | 2,369 | $444.2K | 0.02% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 2,390 | $447.2K | 0.15% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 2,391 | $448.3K | 0.06% | +48+2.0% | Added |
| Waldron Private Wealth LLC | 2,933 | $449.0K | 0.03% | 00.0% | Unchanged |
| Veracity Capital LLC | 2,397 | $449.5K | 0.22% | +75+3.2% | Added |
| Grimes & Company, Inc. | 2,399 | $449.8K | 0.02% | +184+8.3% | Added |
| Boit C F David | 2,400 | $450.0K | 0.32% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 2,414 | $452.6K | 0.04% | +6+0.2% | Added |
| Moody Lynn & Lieberson, LLC | 2,418 | $453.0K | 0.04% | 00.0% | Unchanged |
| City State Bank | 2,416 | $453.0K | 0.28% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 2,425 | $454.7K | 0.02% | +129+5.6% | Added |
| Mendel Money Management | 2,432 | $456.0K | 0.26% | 00.0% | Unchanged |
| Nomura Holdings Inc | 2,495 | $456.0K | 0.00% | +2,495 | New |
| ISAM Funds (UK) Ltd | 2,440 | $457.5K | 1.37% | +2,440 | New |
| Equitable Holdings, Inc. | 2,441 | $457.7K | 0.01% | 00.0% | Unchanged |
| First National Corp | 2,446 | $458.6K | 0.11% | +25+1.0% | Added |
| Beacon Investment Advisors LLC | 2,462 | $461.6K | 0.39% | +2,462 | New |
| Edge Capital Group, LLC | 2,469 | $462.9K | 0.03% | −9−0.4% | Reduced |
| Mark Stevens | 2,482 | $465.0K | 0.06% | 00.0% | Unchanged |
| Lido Advisors, LLC | 2,485 | $466.1K | 0.01% | +198+8.7% | Added |
| Alhambra Investment Partners LLC | 2,490 | $466.9K | 0.34% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 2,495 | $467.8K | 0.20% | +2,495 | New |
| Donaldson Capital Management, LLC | 2,518 | $472.1K | 0.02% | −969−27.8% | Reduced |
| SRB Corp | 2,524 | $474.0K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,106 | $476.0K | 0.01% | +463+17.5% | Added |
| Coastal Bridge Advisors, LLC | 2,540 | $476.3K | 0.14% | +4+0.2% | Added |
| Clarius Group, LLC | 2,558 | $480.0K | 0.04% | +26+1.0% | Added |
| International Assets Investment Management, LLC | 2,561 | $480.1K | 0.05% | +2,561 | New |
| First National Bank Sioux Falls | 2,568 | $481.5K | 0.35% | −38−1.5% | Reduced |
| Laurel Wealth Advisors, Inc. | 2,571 | $482.0K | 0.05% | −7−0.3% | Reduced |
| IFG Advisory, LLC | 2,579 | $483.0K | 0.05% | −102−3.8% | Reduced |
| Wedbush Securities Inc | 2,575 | $483.0K | 0.03% | +42+1.7% | Added |
| Fund Management at Engine No. 1 LLC | 2,580 | $483.7K | 0.12% | +298+13.1% | Added |
| Centaurus Financial, Inc. | 2,591 | $486.0K | 0.05% | +182+7.6% | Added |
| V Wealth Advisors LLC | 2,601 | $487.7K | 0.10% | +409+18.7% | Added |
| Girard Partners Ltd. | 2,608 | $489.0K | 0.06% | +190+7.9% | Added |
| Sugarloaf Wealth Management, LLC | 2,621 | $491.5K | 0.12% | −10.0% | Reduced |
| Neo Ivy Capital Management | 2,634 | $494.0K | 0.33% | +2,634 | New |
| Searle & Co. | 2,673 | $501.2K | 0.17% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 2,688 | $504.0K | 0.05% | −2−0.1% | Reduced |
| ARGI Investment Services, LLC | 2,686 | $504.0K | 0.02% | +73+2.8% | Added |
| Stiles Financial Services Inc | 2,702 | $506.5K | 0.29% | +9+0.3% | Added |
| Trust Asset Management LLC | 2,714 | $508.8K | 0.06% | 00.0% | Unchanged |
| Courier Capital LLC | 2,718 | $509.6K | 0.06% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 2,720 | $510.0K | 0.12% | +572+26.6% | Added |
| Paloma Partners Management Co | 2,721 | $510.2K | 0.11% | +2,721 | New |
| Associated Banc-Corp | 2,724 | $510.7K | 0.02% | +82+3.1% | Added |
| Northeast Investment Management | 2,732 | $512.0K | 0.03% | 00.0% | Unchanged |
| Choate Investment Advisors | 2,739 | $513.5K | 0.03% | +265+10.7% | Added |
| Axxcess Wealth Management, LLC | 2,749 | $515.4K | 0.04% | −31−1.1% | Reduced |
| Foundation Resource Management Inc | 2,765 | $518.0K | 0.09% | 00.0% | Unchanged |
| Sky Investment Group LLC | 2,782 | $522.0K | 0.12% | −115−4.0% | Reduced |
| Cozad Asset Management Inc | 2,790 | $523.1K | 0.07% | 00.0% | Unchanged |
| WMS Partners, LLC | 2,791 | $523.2K | 0.05% | +10+0.4% | Added |
| Sound View Wealth Advisors Group, LLC | 2,747 | $523.3K | 0.06% | +2,747 | New |
| Geneos Wealth Management Inc. | 2,795 | $524.0K | 0.03% | −31−1.1% | Reduced |
| Bank of New Hampshire | 2,816 | $528.0K | 0.16% | −25−0.9% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 2,830 | $530.6K | 0.04% | +1,503+113.3% | Added |
| Gyroscope Capital Management Group, LLC | 2,838 | $532.1K | 0.16% | +2,838 | New |
| Karpas Strategies, LLC | 2,840 | $532.5K | 0.19% | 00.0% | Unchanged |
| Ledyard National Bank | 2,845 | $533.4K | 0.06% | −12−0.4% | Reduced |
| Prio Wealth Limited Partnership | 2,847 | $533.8K | 0.02% | 00.0% | Unchanged |
| Aries Wealth Management | 2,858 | $535.8K | 0.23% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 2,869 | $538.0K | 0.41% | +13+0.5% | Added |
| Lewis Capital Management, LLC | 2,899 | $543.5K | 0.83% | 00.0% | Unchanged |
| Cigna Investments Inc | 2,921 | $547.0K | 0.11% | −24−0.8% | Reduced |
| Clear Harbor Asset Management, LLC | 2,921 | $547.7K | 0.07% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 2,932 | $549.7K | 0.02% | −585−16.6% | Reduced |
| Flynn Zito Capital Management, LLC | 2,934 | $550.1K | 0.46% | +2,934 | New |
| Equitable Trust Co | 2,942 | $551.6K | 0.04% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 2,957 | $554.4K | 0.00% | −15,443−83.9% | Reduced |
| Great Diamond Partners, LLC | 2,961 | $555.2K | 0.17% | −284−8.8% | Reduced |
| DFPG Investments, LLC | 2,898 | $555.3K | 0.09% | +2,898 | New |
| Marcum Wealth, LLC | 2,963 | $555.5K | 0.07% | +15+0.5% | Added |
| Tobam | 2,964 | $556.0K | 0.04% | −12,198−80.5% | Reduced |
| Tradition Wealth Management, LLC | 2,978 | $558.0K | 0.08% | +11+0.4% | Added |
| Meeder Advisory Services, Inc. | 2,984 | $559.5K | 0.07% | +2,984 | New |
| SkyOak Wealth, LLC | 3,011 | $564.5K | 0.19% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 3,025 | $567.2K | 0.09% | +162+5.7% | Added |
| LMCG Investments, LLC | 3,032 | $568.5K | 0.04% | 00.0% | Unchanged |
| Brighton Jones LLC | 3,038 | $569.5K | 0.03% | −611−16.7% | Reduced |
| Ameritas Investment Partners, Inc. | 3,056 | $569.8K | 0.02% | −92−2.9% | Reduced |
| Baldwin Brothers Inc | 3,055 | $572.8K | 0.05% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 3,056 | $573.0K | 0.03% | +569+22.9% | Added |
| Plimoth Trust Co LLC | 3,065 | $574.0K | 0.19% | −145−4.5% | Reduced |
| Brave Asset Management Inc | 3,080 | $577.5K | 0.20% | 00.0% | Unchanged |
| Park National Corp | 3,123 | $585.5K | 0.03% | −383−10.9% | Reduced |
| Checchi Capital Advisers, LLC | 3,131 | $587.0K | 0.06% | −72−2.2% | Reduced |
| Legacy Private Trust Co. | 3,153 | $591.2K | 0.05% | −405−11.4% | Reduced |
| JNBA Financial Advisors | 3,176 | $595.4K | 0.08% | 00.0% | Unchanged |
| MJP Associates Inc | 3,182 | $596.5K | 0.18% | +415+15.0% | Added |
| Pitcairn Co | 3,187 | $597.5K | 0.06% | −124−3.7% | Reduced |
| Ar Asset Management Inc | 3,264 | $612.0K | 0.17% | −47−1.4% | Reduced |
| Allworth Financial LP | 3,269 | $613.0K | 0.01% | +101+3.2% | Added |
| Walleye Trading LLC | 3,284 | $615.7K | 0.02% | −797−19.5% | Reduced |