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 |
|---|---|---|---|---|---|
| Bank of Hawaii | 5,223 | $979.3K | 0.06% | −25−0.5% | Reduced |
| Asset Allocation & Management Company, LLC | 5,124 | $961.0K | 0.37% | −1,644−24.3% | Reduced |
| Boston Private Wealth LLC | 5,117 | $959.3K | 0.01% | −34−0.7% | Reduced |
| Guyasuta Investment Advisors Inc | 5,112 | $958.4K | 0.08% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 5,095 | $955.3K | 0.03% | +86+1.7% | Added |
| Fiduciary Trust Co | 5,061 | $948.9K | 0.02% | −50−1.0% | Reduced |
| Great Lakes Advisors, LLC | 5,060 | $948.7K | 0.05% | +722+16.6% | Added |
| Journey Advisory Group, LLC | 5,030 | $943.1K | 0.23% | −245−4.6% | Reduced |
| Rosenbaum Jay D. | 4,906 | $919.8K | 1.99% | +134+2.8% | Added |
| DCM Advisors, LLC | 4,826 | $904.8K | 0.44% | −383−7.4% | Reduced |
| Gotham Asset Management, LLC | 4,823 | $904.3K | 0.03% | +325+7.2% | Added |
| Central Trust Co | 4,806 | $901.1K | 0.03% | 00.0% | Unchanged |
| Haverford Trust Co | 4,800 | $900.0K | 0.01% | +3+0.1% | Added |
| Centiva Capital, LP | 4,795 | $899.0K | 0.07% | +4,795 | New |
| Regent Investment Management LLC | 4,660 | $874.0K | 0.23% | −61−1.3% | Reduced |
| Providence Wealth Advisors, LLC | 4,613 | $866.1K | 0.64% | +35+0.8% | Added |
| Wealthsource Partners, LLC | 4,579 | $858.5K | 0.06% | −361−7.3% | Reduced |
| Busey Wealth Management | 4,575 | $857.8K | 0.04% | −86−1.8% | Reduced |
| Trust Co of Vermont | 4,551 | $853.3K | 0.06% | −21−0.5% | Reduced |
| Investors Asset Management of Georgia Inc | 4,511 | $845.8K | 0.44% | −500−10.0% | Reduced |
| Van Hulzen Asset Management, LLC | 4,491 | $842.0K | 0.10% | +4,491 | New |
| Prostatis Group LLC | 4,476 | $839.2K | 0.51% | +4,476 | New |
| Lederer & Associates Investment Counsel | 4,477 | $839.0K | 0.69% | −510−10.2% | Reduced |
| Stock Yards Bank & Trust Co | 4,456 | $835.0K | 0.03% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 4,424 | $829.5K | 0.04% | +29+0.7% | Added |
| Paradigm Asset Management Co LLC | 4,400 | $825.0K | 0.23% | +4,400 | New |
| Wealth Quarterback LLC | 4,384 | $822.0K | 0.68% | +81+1.9% | Added |
| Virtus ETF Advisers LLC | 4,380 | $821.2K | 0.43% | +48+1.1% | Added |
| Pzena Investment Management LLC | 4,354 | $816.3K | 0.00% | +4,354 | New |
| Forum Financial Management, LP | 4,332 | $812.2K | 0.03% | −81−1.8% | Reduced |
| Vectors Research Management, LLC | 4,325 | $811.0K | 0.21% | +100+2.4% | Added |
| Lifeworks Advisors, LLC | 4,317 | $809.4K | 0.46% | −1,284−22.9% | Reduced |
| Bridges Investment Management Inc | 4,315 | $809.0K | 0.03% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 4,281 | $803.0K | 0.00% | +927+27.6% | Added |
| Bremer Bank National Association | 4,277 | $802.0K | 0.15% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 4,265 | $800.0K | 0.04% | 00.0% | Unchanged |
| Donald L. Hagan, LLC | 4,254 | $797.6K | 0.50% | +62+1.5% | Added |
| Buckingham Strategic Wealth, LLC | 4,238 | $794.6K | 0.01% | −932−18.0% | Reduced |
| HNP Capital LLC | 4,225 | $792.1K | 0.22% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 4,220 | $791.1K | 0.04% | −313−6.9% | Reduced |
| Banque Cantonale Vaudoise | 4,221 | $791.0K | 0.04% | −4,117−49.4% | Reduced |
| Toews Corp | 4,200 | $787.5K | 0.39% | −3,100−42.5% | Reduced |
| Ballentine Partners, LLC | 4,179 | $783.5K | 0.02% | +504+13.7% | Added |
| Alera Investment Advisors, LLC | 4,126 | $773.6K | 0.18% | −680−14.1% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 4,104 | $769.5K | 0.51% | −147−3.5% | Reduced |
| Forza Wealth Management, LLC | 4,090 | $766.8K | 0.51% | +4,090 | New |
| Qtron Investments LLC | 4,072 | $763.5K | 0.16% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 4,066 | $762.3K | 0.02% | +110+2.8% | Added |
| Baader Bank INC | 4,060 | $761.2K | 0.07% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 4,045 | $758.4K | 0.04% | +1,153+39.9% | Added |
| Stokes Family Office, LLC | 4,022 | $754.1K | 0.10% | +149+3.8% | Added |
| Sterneck Capital Management, LLC | 4,000 | $750.0K | 0.50% | 00.0% | Unchanged |
| Bank of Stockton | 3,982 | $747.0K | 0.26% | −75−1.8% | Reduced |
| Quantinno Capital Management LP | 3,961 | $743.0K | 0.06% | +1,651+71.5% | Added |
| Cipher Capital LP | 3,953 | $741.1K | 0.14% | −21,205−84.3% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,939 | $739.0K | 0.09% | 00.0% | Unchanged |
| JB Capital LLC | 3,938 | $738.3K | 0.07% | +10+0.3% | Added |
| Sequoia Financial Advisors, LLC | 3,933 | $737.5K | 0.02% | +1,774+82.2% | Added |
| Beaumont Financial Advisors, LLC | 3,890 | $729.4K | 0.07% | +3,890 | New |
| Bahl & Gaynor Inc | 3,890 | $729.3K | 0.00% | +122+3.2% | Added |
| Diversified Trust Co | 3,827 | $718.0K | 0.03% | +84+2.2% | Added |
| Coldstream Capital Management Inc | 3,819 | $716.0K | 0.03% | +3,819 | New |
| Smithfield Trust Co | 3,812 | $713.0K | 0.05% | −133−3.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 3,796 | $712.0K | 0.00% | −16,789−81.6% | Reduced |
| Kanawha Capital Management LLC | 3,782 | $709.0K | 0.07% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 3,763 | $705.5K | 0.09% | +6+0.2% | Added |
| High Note Wealth, LLC | 3,722 | $697.8K | 0.29% | +1,123+43.2% | Added |
| Ascent Group, LLC | 3,711 | $695.8K | 0.08% | +379+11.4% | Added |
| Glenview Trust Co | 3,708 | $695.2K | 0.02% | 00.0% | Unchanged |
| Copperwynd Financial, LLC | 3,703 | $694.3K | 0.39% | −57−1.5% | Reduced |
| FinTrust Capital Advisors, LLC | 3,697 | $693.1K | 0.17% | +22+0.6% | Added |
| Resources Investment Advisors, LLC. | 3,696 | $692.9K | 0.02% | −186−4.8% | Reduced |
| LVM Capital Management Ltd | 3,688 | $691.0K | 0.10% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 3,685 | $691.0K | 0.03% | +162+4.6% | Added |
| Burns J W & Co Inc | 3,647 | $684.0K | 0.12% | −19−0.5% | Reduced |
| 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 |
| True North Advisors, LLC | 3,625 | $679.7K | 0.23% | +3,625 | New |
| Apollon Wealth Management, LLC | 3,599 | $674.8K | 0.05% | −491−12.0% | Reduced |
| Wilson & Boucher Capital Management, LLC | 3,588 | $672.7K | 0.69% | −400−10.0% | Reduced |
| Pinnacle Bancorp, Inc. | 3,553 | $666.0K | 0.26% | −200−5.3% | Reduced |
| Ci Investments Inc. | 3,547 | $665.0K | 0.00% | +3,227+1,008.4% | Added |
| Virtu Financial LLC | 3,540 | $664.0K | 0.09% | +3,540 | New |
| Boyd Watterson Asset Management LLC | 3,538 | $663.3K | 0.27% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 3,527 | $661.3K | 0.09% | +3,527 | New |
| Bank of Nova Scotia Trust Co | 3,517 | $659.4K | 0.07% | 00.0% | Unchanged |
| Inlet Private Wealth, LLC | 3,500 | $656.2K | 0.17% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 3,460 | $648.7K | 0.04% | +150+4.5% | Added |
| Joel Isaacson & Co., LLC | 3,448 | $646.5K | 0.05% | +10.0% | Added |
| Oak Associates, Ltd | 3,447 | $646.3K | 0.05% | 00.0% | Unchanged |
| Villere St Denis J & Co LLC | 3,433 | $643.0K | 0.05% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 3,419 | $641.0K | 0.05% | +333+10.8% | Added |
| Empirical Asset Management, LLC | 3,567 | $638.5K | 0.67% | −56−1.5% | Reduced |
| Cambridge Trust Co | 3,401 | $638.0K | 0.03% | −152−4.3% | Reduced |
| Integrated Wealth Concepts LLC | 3,378 | $633.0K | 0.02% | −19−0.6% | Reduced |
| Strategic Advisors LLC | 3,361 | $630.1K | 0.14% | +17+0.5% | Added |
| ICA Group Wealth Management, LLC | 3,358 | $629.6K | 0.15% | −395−10.5% | Reduced |
| Quadrant Capital Group LLC | 3,316 | $621.7K | 0.07% | −5−0.2% | Reduced |
| Private Capital Management LLC | 3,314 | $621.3K | 0.21% | +11+0.3% | Added |
| Camden National Bank | 3,312 | $621.0K | 0.13% | −82,796−96.2% | Reduced |