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 |
|---|---|---|---|---|---|
| Welch & Forbes LLC | 3,293 | $617.4K | 0.01% | 00.0% | Unchanged |
| Davis R M Inc | 3,303 | $619.0K | 0.02% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 3,300 | $619.0K | 0.18% | +561+20.5% | Added |
| DoubleLine ETF Adviser LP | 3,311 | $620.8K | 0.32% | +3,311 | New |
| Camden National Bank | 3,312 | $621.0K | 0.13% | −82,796−96.2% | Reduced |
| Private Capital Management LLC | 3,314 | $621.3K | 0.21% | +11+0.3% | Added |
| Quadrant Capital Group LLC | 3,316 | $621.7K | 0.07% | −5−0.2% | Reduced |
| ICA Group Wealth Management, LLC | 3,358 | $629.6K | 0.15% | −395−10.5% | Reduced |
| Strategic Advisors LLC | 3,361 | $630.1K | 0.14% | +17+0.5% | Added |
| Integrated Wealth Concepts LLC | 3,378 | $633.0K | 0.02% | −19−0.6% | Reduced |
| Cambridge Trust Co | 3,401 | $638.0K | 0.03% | −152−4.3% | Reduced |
| Empirical Asset Management, LLC | 3,567 | $638.5K | 0.67% | −56−1.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 3,419 | $641.0K | 0.05% | +333+10.8% | Added |
| Villere St Denis J & Co LLC | 3,433 | $643.0K | 0.05% | 00.0% | Unchanged |
| Oak Associates, Ltd | 3,447 | $646.3K | 0.05% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 3,448 | $646.5K | 0.05% | +10.0% | Added |
| Valeo Financial Advisors, LLC | 3,460 | $648.7K | 0.04% | +150+4.5% | Added |
| Inlet Private Wealth, LLC | 3,500 | $656.2K | 0.17% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 3,517 | $659.4K | 0.07% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 3,527 | $661.3K | 0.09% | +3,527 | New |
| Boyd Watterson Asset Management LLC | 3,538 | $663.3K | 0.27% | 00.0% | Unchanged |
| Virtu Financial LLC | 3,540 | $664.0K | 0.09% | +3,540 | New |
| Ci Investments Inc. | 3,547 | $665.0K | 0.00% | +3,227+1,008.4% | Added |
| Pinnacle Bancorp, Inc. | 3,553 | $666.0K | 0.26% | −200−5.3% | Reduced |
| Wilson & Boucher Capital Management, LLC | 3,588 | $672.7K | 0.69% | −400−10.0% | Reduced |
| Apollon Wealth Management, LLC | 3,599 | $674.8K | 0.05% | −491−12.0% | Reduced |
| True North Advisors, LLC | 3,625 | $679.7K | 0.23% | +3,625 | New |
| Trust Co of Toledo NA | 3,634 | $681.0K | 0.13% | 00.0% | Unchanged |
| Van Eck Associates Corp | 3,632 | $681.0K | 0.00% | +194+5.6% | Added |
| Burns J W & Co Inc | 3,647 | $684.0K | 0.12% | −19−0.5% | Reduced |
| Prospera Financial Services Inc | 3,685 | $691.0K | 0.03% | +162+4.6% | Added |
| LVM Capital Management Ltd | 3,688 | $691.0K | 0.10% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 3,696 | $692.9K | 0.02% | −186−4.8% | Reduced |
| FinTrust Capital Advisors, LLC | 3,697 | $693.1K | 0.17% | +22+0.6% | Added |
| Copperwynd Financial, LLC | 3,703 | $694.3K | 0.39% | −57−1.5% | Reduced |
| Glenview Trust Co | 3,708 | $695.2K | 0.02% | 00.0% | Unchanged |
| Ascent Group, LLC | 3,711 | $695.8K | 0.08% | +379+11.4% | Added |
| High Note Wealth, LLC | 3,722 | $697.8K | 0.29% | +1,123+43.2% | Added |
| Lindbrook Capital, LLC | 3,763 | $705.5K | 0.09% | +6+0.2% | Added |
| Kanawha Capital Management LLC | 3,782 | $709.0K | 0.07% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 3,796 | $712.0K | 0.00% | −16,789−81.6% | Reduced |
| Smithfield Trust Co | 3,812 | $713.0K | 0.05% | −133−3.4% | Reduced |
| Coldstream Capital Management Inc | 3,819 | $716.0K | 0.03% | +3,819 | New |
| Diversified Trust Co | 3,827 | $718.0K | 0.03% | +84+2.2% | Added |
| Bahl & Gaynor Inc | 3,890 | $729.3K | 0.00% | +122+3.2% | Added |
| Beaumont Financial Advisors, LLC | 3,890 | $729.4K | 0.07% | +3,890 | New |
| Sequoia Financial Advisors, LLC | 3,933 | $737.5K | 0.02% | +1,774+82.2% | Added |
| JB Capital LLC | 3,938 | $738.3K | 0.07% | +10+0.3% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,939 | $739.0K | 0.09% | 00.0% | Unchanged |
| Cipher Capital LP | 3,953 | $741.1K | 0.14% | −21,205−84.3% | Reduced |
| Quantinno Capital Management LP | 3,961 | $743.0K | 0.06% | +1,651+71.5% | Added |
| Bank of Stockton | 3,982 | $747.0K | 0.26% | −75−1.8% | Reduced |
| Sterneck Capital Management, LLC | 4,000 | $750.0K | 0.50% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 4,022 | $754.1K | 0.10% | +149+3.8% | Added |
| Kestra Private Wealth Services, LLC | 4,045 | $758.4K | 0.04% | +1,153+39.9% | Added |
| Baader Bank INC | 4,060 | $761.2K | 0.07% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 4,066 | $762.3K | 0.02% | +110+2.8% | Added |
| Qtron Investments LLC | 4,072 | $763.5K | 0.16% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 4,090 | $766.8K | 0.51% | +4,090 | New |
| Mitchell & Pahl Private Wealth, LLC | 4,104 | $769.5K | 0.51% | −147−3.5% | Reduced |
| Alera Investment Advisors, LLC | 4,126 | $773.6K | 0.18% | −680−14.1% | Reduced |
| Ballentine Partners, LLC | 4,179 | $783.5K | 0.02% | +504+13.7% | Added |
| Toews Corp | 4,200 | $787.5K | 0.39% | −3,100−42.5% | Reduced |
| Banque Cantonale Vaudoise | 4,221 | $791.0K | 0.04% | −4,117−49.4% | Reduced |
| Mission Wealth Management, LP | 4,220 | $791.1K | 0.04% | −313−6.9% | Reduced |
| HNP Capital LLC | 4,225 | $792.1K | 0.22% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 4,238 | $794.6K | 0.01% | −932−18.0% | Reduced |
| Donald L. Hagan, LLC | 4,254 | $797.6K | 0.50% | +62+1.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 4,265 | $800.0K | 0.04% | 00.0% | Unchanged |
| Bremer Bank National Association | 4,277 | $802.0K | 0.15% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 4,281 | $803.0K | 0.00% | +927+27.6% | Added |
| Bridges Investment Management Inc | 4,315 | $809.0K | 0.03% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 4,317 | $809.4K | 0.46% | −1,284−22.9% | Reduced |
| Vectors Research Management, LLC | 4,325 | $811.0K | 0.21% | +100+2.4% | Added |
| Forum Financial Management, LP | 4,332 | $812.2K | 0.03% | −81−1.8% | Reduced |
| Pzena Investment Management LLC | 4,354 | $816.3K | 0.00% | +4,354 | New |
| Virtus ETF Advisers LLC | 4,380 | $821.2K | 0.43% | +48+1.1% | Added |
| Wealth Quarterback LLC | 4,384 | $822.0K | 0.68% | +81+1.9% | Added |
| Paradigm Asset Management Co LLC | 4,400 | $825.0K | 0.23% | +4,400 | New |
| FineMark National Bank & Trust | 4,424 | $829.5K | 0.04% | +29+0.7% | Added |
| Stock Yards Bank & Trust Co | 4,456 | $835.0K | 0.03% | 00.0% | Unchanged |
| Lederer & Associates Investment Counsel | 4,477 | $839.0K | 0.69% | −510−10.2% | Reduced |
| Prostatis Group LLC | 4,476 | $839.2K | 0.51% | +4,476 | New |
| Van Hulzen Asset Management, LLC | 4,491 | $842.0K | 0.10% | +4,491 | New |
| Investors Asset Management of Georgia Inc | 4,511 | $845.8K | 0.44% | −500−10.0% | Reduced |
| Trust Co of Vermont | 4,551 | $853.3K | 0.06% | −21−0.5% | Reduced |
| Busey Wealth Management | 4,575 | $857.8K | 0.04% | −86−1.8% | Reduced |
| Wealthsource Partners, LLC | 4,579 | $858.5K | 0.06% | −361−7.3% | Reduced |
| Providence Wealth Advisors, LLC | 4,613 | $866.1K | 0.64% | +35+0.8% | Added |
| Regent Investment Management LLC | 4,660 | $874.0K | 0.23% | −61−1.3% | Reduced |
| Centiva Capital, LP | 4,795 | $899.0K | 0.07% | +4,795 | New |
| Haverford Trust Co | 4,800 | $900.0K | 0.01% | +3+0.1% | Added |
| Central Trust Co | 4,806 | $901.1K | 0.03% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 4,823 | $904.3K | 0.03% | +325+7.2% | Added |
| DCM Advisors, LLC | 4,826 | $904.8K | 0.44% | −383−7.4% | Reduced |
| Rosenbaum Jay D. | 4,906 | $919.8K | 1.99% | +134+2.8% | Added |
| Journey Advisory Group, LLC | 5,030 | $943.1K | 0.23% | −245−4.6% | Reduced |
| Great Lakes Advisors, LLC | 5,060 | $948.7K | 0.05% | +722+16.6% | Added |
| Fiduciary Trust Co | 5,061 | $948.9K | 0.02% | −50−1.0% | Reduced |
| Merit Financial Group, LLC | 5,095 | $955.3K | 0.03% | +86+1.7% | Added |