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; 1,868 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
- 1,303
- +121 vs. Q3 2022
- Shares held
- 191.8M
- −1.07M (−0.6%) vs. Q3 2022
- Total value
- $36.0B
- +$6.40B (+21.6%) vs. Q3 2022
- New holders
- 203
- 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 | 1,868 | $61.0B |
| Q1 2026 | 1,804 | $52.1B |
| Q4 2025 | 1,779 | $53.8B |
| Q3 2025 | 1,680 | $51.9B |
| Q2 2025 | 1,638 | $50.7B |
| Q1 2025 | 1,644 | $49.8B |
| Q4 2024 | 1,589 | $45.6B |
| Q3 2024 | 1,470 | $44.0B |
| Q2 2024 | 1,414 | $38.8B |
| Q1 2024 | 1,451 | $43.6B |
| Q4 2023 | 1,333 | $36.0B |
| Q3 2023 | 1,259 | $30.5B |
| Q2 2023 | 1,287 | $32.5B |
| Q1 2023 | 1,269 | $32.3B |
| Q4 2022 | 1,303 | $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 |
|---|---|---|---|---|---|
| D L Carlson Investment Group Inc | 1,677 | $314.0K | 0.07% | −53−3.1% | Reduced |
| Sage Rhino Capital LLC | 1,670 | $313.1K | 0.10% | +1,670 | New |
| American Trust | 1,667 | $312.5K | 0.03% | −35−2.1% | Reduced |
| Charter Trust Co | 1,666 | $312.4K | 0.02% | +308+22.7% | Added |
| Transcend Wealth Collective, LLC | 1,665 | $312.2K | 0.03% | −64−3.7% | Reduced |
| Calamos Wealth Management LLC | 1,661 | $311.4K | 0.02% | +131+8.6% | Added |
| McKinley Carter Wealth Services, Inc. | 1,657 | $310.7K | 0.03% | −59−3.4% | Reduced |
| Claro Advisors LLC | 1,652 | $309.7K | 0.10% | +1,652 | New |
| First Affirmative Financial Network | 1,651 | $309.6K | 0.37% | +1,651 | New |
| Schmidt P J Investment Management Inc | 1,650 | $309.4K | 0.07% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,647 | $308.8K | 0.05% | +13+0.8% | Added |
| Parkside Financial Bank & Trust | 1,633 | $306.2K | 0.09% | +277+20.4% | Added |
| Mach-1 Financial Group, Inc. | 1,632 | $306.0K | 0.14% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 1,625 | $304.7K | 0.04% | −321−16.5% | Reduced |
| Colonial Trust Co | 1,607 | $301.3K | 0.08% | −18−1.1% | Reduced |
| Altfest L J & Co Inc | 1,606 | $301.0K | 0.05% | −363−18.4% | Reduced |
| New Hampshire Trust | 1,601 | $300.2K | 0.08% | +1,601 | New |
| Relaxing Retirement Coach | 1,600 | $300.0K | 0.11% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 1,594 | $298.9K | 0.01% | +71+4.7% | Added |
| Versor Investments LP | 1,594 | $298.9K | 0.03% | −2,956−65.0% | Reduced |
| D'Orazio & Associates, Inc. | 1,588 | $297.7K | 0.07% | +1,588 | New |
| Zeke Capital Advisors, LLC | 1,581 | $296.4K | 0.02% | +89+6.0% | Added |
| Fukoku Mutual Life Insurance Co | 1,580 | $296.2K | 0.02% | 00.0% | Unchanged |
| Essex Savings Bank | 1,579 | $296.0K | 0.10% | −19−1.2% | Reduced |
| Sentry Investment Management LLC | 1,581 | $296.0K | 0.13% | 00.0% | Unchanged |
| Randolph Co Inc | 1,577 | $295.7K | 0.05% | +1,577 | New |
| Somerville Kurt F | 1,575 | $295.3K | 0.06% | 00.0% | Unchanged |
| Sloy Dahl & Holst, LLC | 1,574 | $295.1K | 0.10% | 00.0% | Unchanged |
| Wade G W & Inc | 1,571 | $295.0K | 0.01% | +1+0.1% | Added |
| Meridian Wealth Management, LLC | 1,573 | $294.8K | 0.03% | +1,573 | New |
| Knightsbridge Asset Management, LLC | 1,569 | $294.0K | 0.06% | +6+0.4% | Added |
| TrinityPoint Wealth, LLC | 1,567 | $293.8K | 0.07% | −2−0.1% | Reduced |
| Heritage Wealth Advisors | 1,566 | $293.6K | 0.02% | +30+2.0% | Added |
| Northwest Quadrant Wealth Management, LLC | 1,566 | $293.6K | 0.09% | +6+0.4% | Added |
| Eagle Bay Advisors LLC | 1,565 | $293.4K | 0.16% | +292+22.9% | Added |
| Burke & Herbert Bank & Trust Co | 1,562 | $293.0K | 0.22% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 1,554 | $291.0K | 0.01% | +145+10.3% | Added |
| Csenge Advisory Group | 1,552 | $291.0K | 0.02% | −52−3.2% | Reduced |
| Linscomb & Williams, Inc. | 1,548 | $290.2K | 0.01% | +1,548 | New |
| Five Oceans Advisors | 1,542 | $289.1K | 0.20% | −56−3.5% | Reduced |
| State of Wyoming | 1,529 | $286.7K | 0.10% | −84−5.2% | Reduced |
| Wellington Shields & Co., LLC | 1,526 | $286.1K | 0.07% | +4+0.3% | Added |
| Eagle Harbor Asset Management Inc | 1,522 | $285.4K | 0.42% | 00.0% | Unchanged |
| 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 |
| Monument Capital Management | 1,518 | $284.7K | 0.10% | +1,518 | New |
| Carr Financial Group Corp | 1,517 | $284.4K | 0.15% | +1,517 | New |
| Edgestream Partners, L.P. | 1,515 | $284.0K | 0.03% | +1,515 | New |
| Shelton Capital Management | 1,514 | $283.9K | 0.03% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 1,510 | $283.1K | 0.17% | 00.0% | Unchanged |
| Core Alternative Capital | 1,506 | $282.4K | 0.04% | +930+161.5% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 1,500 | $281.2K | 0.02% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,498 | $281.0K | 0.01% | 00.0% | Unchanged |
| Wealth Effects LLC | 1,498 | $280.9K | 0.16% | −132−8.1% | Reduced |
| All Terrain Financial Advisors, LLC | 1,495 | $280.3K | 0.14% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,459 | $280.1K | 0.08% | +10+0.7% | Added |
| Howland Capital Management LLC | 1,494 | $280.1K | 0.02% | 00.0% | Unchanged |
| Bickling Financial Services, Inc. | 1,493 | $280.0K | 0.17% | −50−3.2% | Reduced |
| Guardian Wealth Advisors, LLC | 1,486 | $278.6K | 0.05% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 1,486 | $278.5K | 0.10% | +1+0.1% | Added |
| Marino, Stram & Associates LLC | 1,480 | $277.4K | 0.09% | +8+0.5% | Added |
| Windsor Capital Management, LLC | 1,473 | $276.1K | 0.10% | +3+0.2% | Added |
| NorthRock Partners, LLC | 1,472 | $276.0K | 0.03% | +154+11.7% | Added |
| Krilogy Financial LLC | 1,467 | $275.1K | 0.03% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 1,447 | $271.3K | 0.08% | +1,447 | New |
| Fairhaven Wealth Management, LLC | 1,444 | $270.7K | 0.11% | −11−0.8% | Reduced |
| Crawford Investment Counsel Inc | 1,432 | $268.5K | 0.01% | +1,432 | New |
| Anchor Investment Management, LLC | 1,425 | $267.2K | 0.04% | −85−5.6% | Reduced |
| Renaissance Group LLC | 1,418 | $265.9K | 0.01% | −198−12.3% | Reduced |
| Earnest Partners LLC | 1,413 | $264.9K | 0.00% | +186+15.2% | Added |
| Spinnaker Trust | 1,405 | $263.0K | 0.02% | −40−2.8% | Reduced |
| Eagle Ridge Investment Management | 1,401 | $262.7K | 0.03% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 1,394 | $261.4K | 0.18% | +7+0.5% | Added |
| AIA Group Ltd | 1,388 | $260.2K | 0.02% | +439+46.3% | Added |
| Machina Capital S.A.S. | 1,385 | $259.7K | 0.48% | −323−18.9% | Reduced |
| Great Waters Wealth Management | 1,357 | $258.8K | 0.06% | +1,357 | New |
| Schear Investment Advisers, LLC | 1,373 | $257.4K | 0.32% | +1,373 | New |
| Henrickson Nauta Wealth Advisors, Inc. | 1,373 | $257.4K | 0.20% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 1,372 | $257.3K | 0.03% | +1,372 | New |
| First Nebraska Trust Co | 1,370 | $256.9K | 0.03% | −45−3.2% | Reduced |
| Mutual Advisors, LLC | 1,369 | $256.6K | 0.01% | +1,369 | New |
| Blueprint Investment Partners LLC | 1,350 | $253.1K | 0.05% | +1,350 | New |
| Eudaimonia Partners, LLC | 1,345 | $252.2K | 0.06% | −195−12.7% | Reduced |
| 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 |
| WSFS Capital Management, LLC | 1,338 | $250.9K | 0.03% | +1,338 | New |
| David Loasby | 1,304 | $250.0K | 0.03% | +24+1.9% | Added |
| JFS Wealth Advisors, LLC | 1,332 | $249.7K | 0.02% | +277+26.3% | Added |
| Graypoint LLC | 1,326 | $248.6K | 0.03% | −499−27.3% | Reduced |
| Pettee Investors, Inc. | 1,322 | $248.0K | 0.12% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 1,320 | $247.5K | 0.33% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 1,317 | $246.9K | 0.07% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 1,314 | $246.4K | 0.11% | 00.0% | Unchanged |
| Hudson Portfolio Management LLC | 1,310 | $245.6K | 0.27% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 1,304 | $244.5K | 0.11% | 00.0% | Unchanged |
| Legacy Trust | 1,303 | $244.3K | 0.08% | +1,303 | 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 |
| Warren Averett Asset Management, LLC | 1,290 | $241.9K | 0.01% | +1,290 | New |