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 |
|---|---|---|---|---|---|
| Guyasuta Investment Advisors Inc | 5,112 | $958.4K | 0.08% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 5,117 | $959.3K | 0.01% | −34−0.7% | Reduced |
| Asset Allocation & Management Company, LLC | 5,124 | $961.0K | 0.37% | −1,644−24.3% | Reduced |
| Bank of Hawaii | 5,223 | $979.3K | 0.06% | −25−0.5% | Reduced |
| Harvest Volatility Management LLC | 5,250 | $984.3K | 0.20% | −1,201−18.6% | Reduced |
| Sawtooth Solutions, LLC | 5,261 | $986.3K | 0.13% | +229+4.6% | Added |
| Lincoln National Corp | 5,303 | $994.1K | 0.02% | +602+12.8% | Added |
| Dakota Wealth Management | 5,365 | $1.01M | 0.07% | −85−1.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 5,455 | $1.02M | 0.01% | −6−0.1% | Reduced |
| Douglass Winthrop Advisors, LLC | 5,487 | $1.03M | 0.03% | +7+0.1% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 5,518 | $1.03M | 0.99% | +5,518 | New |
| Weik Capital Management | 5,525 | $1.04M | 0.48% | 00.0% | Unchanged |
| AMG National Trust Bank | 5,597 | $1.05M | 0.04% | 00.0% | Unchanged |
| Vestcor Inc | 5,630 | $1.06M | 0.04% | −885−13.6% | Reduced |
| Pendal Group Limited | 5,653 | $1.06M | 0.01% | +5,653 | New |
| Moors & Cabot, Inc. | 5,670 | $1.06M | 0.07% | +1,266+28.7% | Added |
| M Holdings Securities, Inc. | 5,710 | $1.07M | 0.11% | +214+3.9% | Added |
| Focus Financial Network, Inc. | 5,804 | $1.09M | 0.09% | +46+0.8% | Added |
| Tectonic Advisors LLC | 5,859 | $1.10M | 0.17% | −864−12.9% | Reduced |
| Worldquant Millennium Advisors LLC | 5,898 | $1.11M | 0.03% | +5,898 | New |
| Aureus Asset Management, LLC | 5,930 | $1.11M | 0.10% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 5,934 | $1.11M | 0.87% | +5,934 | New |
| Cetera Investment Advisers | 5,943 | $1.11M | 0.01% | −2,811−32.1% | Reduced |
| Roundview Capital LLC | 5,946 | $1.11M | 0.13% | +149+2.6% | Added |
| Hanson & Doremus Investment Management | 5,946 | $1.11M | 0.24% | +893+17.7% | Added |
| Tocqueville Asset Management L.P. | 5,950 | $1.12M | 0.02% | −100−1.7% | Reduced |
| Impax Asset Management Group plc | 5,959 | $1.12M | 0.00% | −1,806−23.3% | Reduced |
| Cetera Advisors LLC | 5,982 | $1.12M | 0.02% | −3,296−35.5% | Reduced |
| Park Avenue Securities LLC | 6,058 | $1.14M | 0.02% | +1,134+23.0% | Added |
| Founders Financial Securities LLC | 6,070 | $1.14M | 0.18% | +346+6.0% | Added |
| Private Trust Co NA | 6,097 | $1.14M | 0.17% | 00.0% | Unchanged |
| Verity & Verity, LLC | 6,115 | $1.15M | 0.15% | +6,115 | New |
| Elmwood Wealth Management, Inc. | 6,139 | $1.15M | 0.58% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 6,164 | $1.16M | 0.08% | +233+3.9% | Added |
| Institute for Wealth Management, LLC. | 6,185 | $1.16M | 0.25% | +24+0.4% | Added |
| Bard Financial Services, Inc. | 6,185 | $1.16M | 0.10% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 6,235 | $1.17M | 1.32% | +6,235 | New |
| Veriti Management LLC | 6,286 | $1.18M | 0.16% | −570−8.3% | Reduced |
| Steel Peak Wealth Management LLC | 6,310 | $1.18M | 0.09% | −1,553−19.8% | Reduced |
| Ballast, Inc. | 6,312 | $1.18M | 0.52% | −282−4.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 6,317 | $1.18M | 0.13% | +2,550+67.7% | Added |
| Signaturefd, LLC | 6,359 | $1.19M | 0.03% | +523+9.0% | Added |
| Cubic Asset Management, LLC | 6,396 | $1.20M | 0.34% | 00.0% | Unchanged |
| Empirical Finance, LLC | 6,514 | $1.22M | 0.13% | +448+7.4% | Added |
| Resources Management Corp | 6,642 | $1.25M | 0.20% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 6,787 | $1.27M | 0.01% | −5−0.1% | Reduced |
| Atlantic Union Bankshares Corp | 6,788 | $1.27M | 0.14% | +9+0.1% | Added |
| Vaughan David Investments LLC | 6,815 | $1.28M | 0.04% | −16−0.2% | Reduced |
| AE Wealth Management LLC | 6,886 | $1.29M | 0.01% | +359+5.5% | Added |
| Eagle Capital Management LLC | 6,900 | $1.29M | 0.01% | 00.0% | Unchanged |
| Gifford Fong Associates | 7,000 | $1.31M | 0.30% | 00.0% | Unchanged |
| DAGCO, Inc. | 7,031 | $1.32M | 0.77% | −123−1.7% | Reduced |
| Ieq Capital, LLC | 7,058 | $1.32M | 0.04% | +108+1.6% | Added |
| Fifth Third Bancorp | 7,116 | $1.33M | 0.01% | −438−5.8% | Reduced |
| Venture Visionary Partners LLC | 7,137 | $1.34M | 0.10% | −14−0.2% | Reduced |
| Everence Capital Management Inc | 7,233 | $1.36M | 0.12% | −6,020−45.4% | Reduced |
| Connecticut Wealth Management, LLC | 7,239 | $1.36M | 0.12% | +10+0.1% | Added |
| Sawgrass Asset Management LLC | 7,243 | $1.36M | 0.19% | −1,471−16.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,345 | $1.38M | 0.04% | −1,469−16.7% | Reduced |
| Tevis Investment Management | 7,347 | $1.38M | 1.47% | 00.0% | Unchanged |
| Jump Financial, LLC | 7,377 | $1.38M | 0.07% | −1,387−15.8% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 7,416 | $1.39M | 0.47% | −567−7.1% | Reduced |
| Guardian Capital Advisors LP | 7,258 | $1.39M | 0.16% | −190−2.6% | Reduced |
| Profund Advisors LLC | 7,445 | $1.40M | 0.09% | +423+6.0% | Added |
| Rational Advisors LLC | 7,471 | $1.40M | 0.12% | −2,240−23.1% | Reduced |
| Balentine LLC | 7,522 | $1.41M | 0.05% | +787+11.7% | Added |
| United Capital Financial Advisers, LLC | 7,587 | $1.42M | 0.01% | −2,602−25.5% | Reduced |
| GSB Wealth Management, LLC | 7,597 | $1.42M | 0.51% | +445+6.2% | Added |
| We Are One Seven, LLC | 7,634 | $1.43M | 0.14% | +835+12.3% | Added |
| Moody National Bank Trust Division | 7,778 | $1.46M | 0.13% | −202−2.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 7,832 | $1.47M | 0.09% | +4,189+115.0% | Added |
| Savant Capital, LLC | 7,871 | $1.48M | 0.04% | +140+1.8% | Added |
| Investment Management of Virginia LLC | 7,942 | $1.49M | 0.29% | −65−0.8% | Reduced |
| Sumitomo Life Insurance Co | 7,952 | $1.49M | 0.11% | −165−2.0% | Reduced |
| Pensionfund Sabic | 8,000 | $1.50M | 0.49% | +8,000 | New |
| Argent Advisors, Inc. | 8,019 | $1.50M | 0.78% | −15−0.2% | Reduced |
| Capital Wealth Planning, LLC | 8,033 | $1.51M | 0.02% | +7+0.1% | Added |
| Metis Global Partners, LLC | 8,045 | $1.51M | 0.13% | +4,093+103.6% | Added |
| Parallel Advisors, LLC | 8,068 | $1.51M | 0.07% | +810+11.2% | Added |
| Members Capital Advisors Inc | 8,083 | $1.52M | 1.09% | +8,083 | New |
| Ancora Advisors, LLC | 8,112 | $1.52M | 0.04% | +518+6.8% | Added |
| Academy Capital Management Inc | 8,132 | $1.52M | 0.33% | +3,262+67.0% | Added |
| Jacobi Capital Management LLC | 8,155 | $1.53M | 0.19% | +118+1.5% | Added |
| Financial Advisory Service, Inc. | 8,207 | $1.54M | 0.17% | +1,045+14.6% | Added |
| Benin Management CORP | 8,324 | $1.56M | 0.63% | −225−2.6% | Reduced |
| Nicholas Hoffman & Company, LLC. | 8,341 | $1.56M | 0.17% | −216−2.5% | Reduced |
| Lowe Brockenbrough & Co Inc | 8,368 | $1.57M | 0.14% | 00.0% | Unchanged |
| GWM Advisors LLC | 13,883 | $1.57M | 0.04% | +1,622+13.2% | Added |
| FRG Family Wealth Advisors LLC | 8,475 | $1.59M | 0.38% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 8,501 | $1.59M | 0.74% | −10,108−54.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 8,505 | $1.59M | 0.14% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 8,513 | $1.60M | 0.20% | −23−0.3% | Reduced |
| Meiji Yasuda Life Insurance Co | 8,564 | $1.61M | 0.03% | +990+13.1% | Added |
| Bailard, Inc. | 8,566 | $1.61M | 0.06% | +10+0.1% | Added |
| Desjardins Global Asset Management Inc. | 8,611 | $1.61M | 0.25% | −3,777−30.5% | Reduced |
| Bessemer Group Inc | 8,619 | $1.61M | 0.00% | −2,643−23.5% | Reduced |
| Granite Investment Partners, LLC | 8,625 | $1.62M | 0.07% | +5,625+187.5% | Added |
| Cambria Investment Management, L.P. | 8,632 | $1.62M | 0.14% | +1,016+13.3% | Added |
| Bleakley Financial Group, LLC | 8,637 | $1.62M | 0.06% | +8,637 | New |
| Allstate Corp | 8,642 | $1.62M | 0.05% | +77+0.9% | Added |