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 |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 707 | $132.6K | 0.01% | +6+0.9% | Added |
| Annapolis Financial Services, LLC | 701 | $131.4K | 0.04% | −15−2.1% | Reduced |
| Alta Advisers Ltd | 700 | $131.0K | 0.08% | 00.0% | Unchanged |
| Adirondack Trust Co | 680 | $127.5K | 0.07% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 679 | $127.3K | 0.03% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 676 | $126.7K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 652 | $122.2K | 0.08% | +652 | New |
| Monetary Management Group Inc | 650 | $121.9K | 0.04% | 00.0% | Unchanged |
| City Holding Co | 636 | $119.2K | 0.02% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 628 | $117.7K | 0.19% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 618 | $115.9K | 0.06% | +618 | New |
| Sageworth Trust Co of South Dakota | 598 | $112.0K | 0.25% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 597 | $111.9K | 0.04% | +597 | New |
| Bray Capital Advisors | 596 | $111.7K | 0.03% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 585 | $109.7K | 0.05% | +2+0.3% | Added |
| Brown Brothers Harriman & Co | 581 | $108.9K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 574 | $107.6K | 0.00% | −32,447−98.3% | Reduced |
| Loomis Sayles & Co L P | 571 | $107.0K | 0.00% | +163+40.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 565 | $106.1K | 0.01% | +1+0.2% | Added |
| Valley National Advisers Inc | 550 | $105.0K | 0.02% | −50−8.3% | Reduced |
| Baystate Wealth Management LLC | 547 | $103.0K | 0.01% | −68−11.1% | Reduced |
| Fortis Capital Advisors, LLC | 544 | $102.0K | 0.06% | +544 | New |
| Focused Wealth Management, Inc | 537 | $100.6K | 0.02% | +4+0.8% | Added |
| Rocky Mountain Advisers, LLC | 515 | $97.0K | 0.05% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 500 | $93.7K | 0.07% | +500 | New |
| Gradient Investments LLC | 483 | $90.5K | 0.00% | −35−6.8% | Reduced |
| Duncker Streett & Co Inc | 478 | $89.7K | 0.02% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 475 | $89.0K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 467 | $88.0K | 0.02% | −3,568−88.4% | Reduced |
| Peoples Financial Services Corp. | 459 | $86.1K | 0.04% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 451 | $84.6K | 0.02% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 448 | $84.1K | 0.07% | +2+0.4% | Added |
| West Paces Advisors Inc. | 443 | $83.1K | 0.03% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 435 | $81.6K | 0.03% | +435 | New |
| DuPont Capital Management Corp | 435 | $81.6K | 0.00% | −43−9.0% | Reduced |
| American National Bank | 419 | $79.0K | 0.02% | +44+11.7% | Added |
| Lee Financial Co | 398 | $74.6K | 0.01% | +11+2.8% | Added |
| Zions Bancorporation, N.A. | 395 | $74.1K | 0.01% | +21+5.6% | Added |
| Tyler-Stone Wealth Management | 384 | $72.0K | 0.05% | 00.0% | Unchanged |
| First Financial Corp | 381 | $71.4K | 0.04% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 361 | $69.0K | 0.03% | +361 | New |
| Financial Perspectives, Inc | 343 | $64.3K | 0.03% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 342 | $64.1K | 0.02% | +31+10.0% | Added |
| Dividend Assets Capital, LLC | 342 | $64.0K | 0.01% | 00.0% | Unchanged |
| Madden Securities Corp | 340 | $63.7K | 0.03% | +340 | New |
| Central Bank & Trust Co | 340 | $63.7K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 334 | $62.0K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 325 | $61.0K | 0.03% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 323 | $60.6K | 0.01% | +1+0.3% | Added |
| EverSource Wealth Advisors, LLC | 323 | $60.6K | 0.01% | +66+25.7% | Added |
| Atlas Capital Advisors LLC | 315 | $59.1K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 315 | $59.1K | 0.02% | +29+10.1% | Added |
| Norwood Financial Corp | 310 | $58.1K | 0.09% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 298 | $55.9K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 297 | $55.7K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 289 | $54.2K | 0.01% | 00.0% | Unchanged |
| Vestor Capital, LLC | 284 | $53.0K | 0.01% | +9+3.3% | Added |
| Hexagon Capital Partners LLC | 279 | $52.3K | 0.02% | −9−3.1% | Reduced |
| Silvant Capital Management LLC | 279 | $52.3K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 278 | $52.1K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 267 | $50.0K | 0.01% | −603−69.3% | Reduced |
| Bourgeon Capital Management LLC | 261 | $48.9K | 0.01% | +2+0.8% | Added |
| Piscataqua Savings Bank | 260 | $48.7K | 0.04% | 00.0% | Unchanged |
| Crewe Advisors LLC | 257 | $48.2K | 0.01% | −84−24.6% | Reduced |
| Old North State Trust, LLC | 258 | $48.0K | 0.03% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 248 | $46.5K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 248 | $46.5K | 0.00% | +248 | New |
| Thompson Siegel & Walmsley LLC | 242 | $45.0K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 238 | $44.6K | 0.01% | +238 | New |
| Sittner & Nelson, LLC | 233 | $43.7K | 0.03% | +225+2,812.5% | Added |
| CNB Bank | 231 | $43.3K | 0.03% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 230 | $43.1K | 0.02% | −229−49.9% | Reduced |
| Sit Investment Associates Inc | 226 | $42.0K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 221 | $41.4K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 220 | $41.0K | 0.00% | +37+20.2% | Added |
| Motco | 214 | $40.1K | 0.00% | +92+75.4% | Added |
| Gould Capital, LLC | 211 | $39.6K | 0.03% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 210 | $39.4K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 209 | $39.2K | 0.01% | −11−5.0% | Reduced |
| Farther Finance Advisors, LLC | 206 | $38.6K | 0.01% | +206 | New |
| Accel Wealth Management | 206 | $38.6K | 0.02% | +1+0.5% | Added |
| Glass Jacobson Investment Advisors llc | 205 | $38.4K | 0.02% | +205 | New |
| Princeton Global Asset Management LLC | 202 | $38.0K | 0.01% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 200 | $37.0K | 0.02% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 200 | $37.0K | 0.04% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 185 | $34.7K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 183 | $34.3K | 0.02% | −8−4.2% | Reduced |
| Addison Advisors LLC | 179 | $33.6K | 0.02% | +51+39.8% | Added |
| Bellevue Asset Management, LLC | 179 | $33.4K | 0.03% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 177 | $33.2K | 0.01% | +21+13.5% | Added |
| Institutional & Family Asset Management, LLC | 174 | $32.6K | 0.01% | −2−1.1% | Reduced |
| First PREMIER Bank | 170 | $32.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 364 | $32.0K | 0.01% | +244+203.3% | Added |
| Baker Avenue Asset Management, LP | 169 | $31.7K | 0.00% | +169 | New |
| One Wealth Advisors, LLC | 169 | $31.7K | 0.01% | +169 | New |
| First Command Bank | 158 | $30.0K | 0.00% | −66−29.5% | Reduced |
| First Command Financial Services, Inc. | 158 | $30.0K | 0.00% | −66−29.5% | Reduced |
| RFP Financial Group LLC | 159 | $29.8K | 0.01% | +159 | New |
| Interactive Financial Advisors | 158 | $29.6K | 0.02% | 00.0% | Unchanged |
| US Asset Management LLC | 155 | $29.0K | 0.03% | +155 | New |