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 |
|---|---|---|---|---|---|
| Congress Wealth Management LLC | 1,290 | $241.9K | 0.01% | +1,290 | New |
| Live Oak Private Wealth LLC | 1,286 | $241.1K | 0.05% | +1,286 | New |
| Farmers Trust Co | 1,287 | $241.0K | 0.05% | +1,287 | New |
| Alps Advisors Inc | 1,268 | $237.7K | 0.00% | −196−13.4% | Reduced |
| Dearborn Partners LLC | 1,261 | $236.4K | 0.01% | +1,261 | New |
| Fisher Asset Management, LLC | 1,255 | $235.0K | 0.00% | +1,255 | New |
| Invictus Private Wealth, LLC | 1,252 | $234.7K | 0.03% | +1,252 | New |
| AFS Financial Group, LLC | 1,250 | $234.4K | 0.17% | +1,250 | New |
| Slocum, Gordon & Co LLP | 1,250 | $234.4K | 0.15% | +1,250 | New |
| Inscription Capital, LLC | 1,241 | $232.6K | 0.08% | +1,241 | New |
| Caldwell Trust Co | 1,240 | $232.5K | 0.03% | +49+4.1% | Added |
| Santori & Peters | 1,236 | $231.8K | 0.14% | +1,236 | New |
| Liberty Capital Management, Inc. | 1,230 | $230.6K | 0.08% | +1,230 | New |
| Cape Cod Five Cents Savings Bank | 1,227 | $230.0K | 0.03% | +1,227 | New |
| Robertson Stephens Wealth Management, LLC | 1,224 | $229.5K | 0.02% | −246−16.7% | Reduced |
| Trinity Legacy Partners, LLC | 1,220 | $228.8K | 0.09% | +1,220 | New |
| Sovereign Financial Group, Inc. | 1,220 | $228.7K | 0.09% | +1,220 | New |
| Laffer Tengler Investments | 1,217 | $228.2K | 0.07% | 00.0% | Unchanged |
| Change Path, LLC | 1,215 | $228.0K | 0.01% | +1,215 | New |
| CRA Financial Services, LLC | 1,215 | $227.8K | 0.07% | +1,215 | New |
| Wealth Architects, LLC | 1,211 | $227.1K | 0.04% | +1,211 | New |
| Family Management Corp | 1,209 | $226.7K | 0.06% | +1,209 | New |
| SFMG, LLC | 1,208 | $226.5K | 0.03% | +1,208 | New |
| Builder Investment Group Inc | 1,200 | $225.0K | 0.11% | +1,200 | New |
| Cape Ann Savings Bank | 1,200 | $225.0K | 0.16% | +1,200 | New |
| Salzhauer Michael | 1,200 | $225.0K | 0.14% | +1,200 | New |
| Herold Advisors, Inc. | 1,200 | $225.0K | 0.10% | +1,200 | New |
| Anchor Capital Advisors LLC | 1,198 | $224.6K | 0.01% | +1,198 | New |
| Fayez Sarofim & Co | 1,197 | $224.4K | 0.00% | +1,197 | New |
| Oakworth Capital, Inc. | 1,195 | $224.1K | 0.02% | −21−1.7% | Reduced |
| Capital Investment Advisors, LLC | 1,192 | $224.0K | 0.01% | +1,192 | New |
| Wedmont Private Capital | 1,149 | $222.8K | 0.03% | +1,149 | New |
| IFP Advisors, Inc | 2,343 | $222.0K | 0.01% | −53−2.2% | Reduced |
| IVC Wealth Advisors LLC | 1,182 | $221.6K | 0.16% | +1,182 | New |
| Baxter Bros Inc | 1,171 | $220.0K | 0.04% | +1,171 | New |
| Old Port Advisors | 1,172 | $219.7K | 0.08% | −90−7.1% | Reduced |
| Wealthcare Advisory Partners LLC | 1,171 | $219.5K | 0.01% | +1,171 | New |
| Wealthspan Partners, LLC | 1,165 | $218.4K | 0.20% | +1,165 | New |
| Trust Investment Advisors | 1,164 | $218.2K | 0.21% | +1,164 | New |
| Patten & Patten Inc | 1,162 | $218.0K | 0.02% | +1,162 | New |
| Washington Trust Co | 1,157 | $216.9K | 0.01% | +47+4.2% | Added |
| Foundations Investment Advisors, LLC | 1,157 | $216.9K | 0.01% | +1,157 | New |
| Intercontinental Wealth Advisors, LLC | 1,153 | $216.2K | 0.06% | +1,153 | New |
| EagleClaw Capital Managment, LLC | 1,146 | $214.9K | 0.05% | +1,146 | New |
| Apella Capital, LLC | 1,143 | $214.3K | 0.02% | +1,143 | New |
| First National Advisers, LLC | 1,138 | $213.0K | 0.27% | +115+11.2% | Added |
| Fortitude Advisory Group L.L.C. | 1,134 | $212.5K | 0.18% | +1,134 | New |
| Clarkston Capital Partners, LLC | 1,129 | $211.7K | 0.00% | +1,129 | New |
| Financial Advisors, LLC | 1,128 | $211.5K | 0.06% | +1,128 | New |
| Ridgewood Investments LLC | 1,114 | $208.9K | 0.15% | +1,114 | New |
| Drive Wealth Management, LLC | 1,114 | $208.9K | 0.10% | +1,114 | New |
| Blume Capital Management, Inc. | 1,100 | $206.2K | 0.07% | 00.0% | Unchanged |
| Boston Family Office LLC | 1,100 | $206.0K | 0.02% | +1,100 | New |
| Pointe Capital Management LLC | 1,100 | $206.0K | 0.16% | +1,100 | New |
| Lodestar Private Asset Management LLC | 1,098 | $205.9K | 0.04% | +1,098 | New |
| Voya Financial Advisors, Inc. | 1,084 | $205.4K | 0.03% | +1,084 | New |
| SPC Financial, Inc. | 1,093 | $205.0K | 0.02% | +1,093 | New |
| Patton Fund Management, Inc. | 1,088 | $204.0K | 0.06% | +1,088 | New |
| Farmers & Merchants Investments Inc | 1,088 | $204.0K | 0.01% | 00.0% | Unchanged |
| Viewpoint Capital Management LLC | 1,086 | $203.6K | 0.20% | +1,086 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,084 | $203.2K | 0.04% | +1,084 | New |
| Vigilant Capital Management, LLC | 1,082 | $203.0K | 0.02% | −43−3.8% | Reduced |
| First Financial Bank - Trust Division | 1,082 | $203.0K | 0.02% | +1,082 | New |
| NewEdge Wealth, LLC | 1,078 | $202.0K | 0.01% | +1,078 | New |
| Sonora Investment Management Group, LLC | 1,075 | $201.6K | 0.02% | +1,075 | New |
| Boenning & Scattergood, Inc. | 1,096 | $200.0K | 0.03% | −575−34.4% | Reduced |
| Centennial Bank | 1,066 | $199.9K | 0.11% | +1,066 | New |
| Quent Capital, LLC | 1,027 | $192.6K | 0.04% | +64+6.6% | Added |
| Spartan Planning & Wealth Management | 1,004 | $188.2K | 0.23% | +1,004 | New |
| Pin Oak Investment Advisors Inc | 997 | $187.0K | 0.23% | 00.0% | Unchanged |
| United Community Bank | 996 | $186.7K | 0.18% | +36+3.8% | Added |
| MV Capital Management, Inc. | 990 | $185.6K | 0.03% | +5+0.5% | Added |
| Pflug Koory, LLC | 968 | $181.0K | 0.10% | −30−3.0% | Reduced |
| Deseret Mutual Benefit Administrators | 955 | $179.1K | 0.07% | −902−48.6% | Reduced |
| Logan Capital Management Inc | 950 | $178.1K | 0.01% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 943 | $176.8K | 0.17% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 943 | $176.7K | 0.03% | −178−15.9% | Reduced |
| SRS Capital Advisors, Inc. | 942 | $176.6K | 0.02% | +873+1,265.2% | Added |
| Estabrook Capital Management | 938 | $175.9K | 0.03% | −2−0.2% | Reduced |
| Tortoise Investment Management, LLC | 906 | $169.8K | 0.03% | 00.0% | Unchanged |
| Clean Yield Group | 900 | $168.7K | 0.07% | 00.0% | Unchanged |
| Sageworth Trust Co | 895 | $168.0K | 0.01% | 00.0% | Unchanged |
| Horizons Wealth Management | 896 | $168.0K | 0.13% | +896 | New |
| Advisors Asset Management, Inc. | 870 | $163.1K | 0.00% | +200+29.9% | Added |
| Core Wealth Partners LLC | 12,227 | $160.8K | 0.20% | +12,227 | New |
| Mascoma Wealth Management LLC | 857 | $160.7K | 0.05% | 00.0% | Unchanged |
| Tompkins Financial Corp | 852 | $159.0K | 0.03% | −61−6.7% | Reduced |
| Bangor Savings Bank | 848 | $159.0K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 1,036 | $158.7K | 0.07% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 843 | $158.1K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 845 | $158.0K | 0.18% | 00.0% | Unchanged |
| Granite FO LLC | 825 | $156.6K | 0.12% | +825 | New |
| Global Financial Private Client, LLC | 800 | $150.0K | 0.08% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 764 | $143.2K | 0.01% | +26+3.5% | Added |
| AlphaCentric Advisors LLC | 754 | $141.4K | 0.14% | +26+3.6% | Added |
| Citizens National Bank Trust Department | 750 | $141.0K | 0.04% | 00.0% | Unchanged |
| Ellevest, Inc. | 747 | $140.1K | 0.01% | +240+47.3% | Added |
| Field & Main Bank | 743 | $139.3K | 0.09% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 720 | $135.0K | 0.04% | −20−2.7% | Reduced |
| Blue Chip Partners, Inc. | 716 | $134.3K | 0.02% | −187−20.7% | Reduced |