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 |
|---|---|---|---|---|---|
| DoubleLine ETF Adviser LP | 3,311 | $620.8K | 0.32% | +3,311 | New |
| Davis R M Inc | 3,303 | $619.0K | 0.02% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 3,300 | $619.0K | 0.18% | +561+20.5% | Added |
| Welch & Forbes LLC | 3,293 | $617.4K | 0.01% | 00.0% | Unchanged |
| Walleye Trading LLC | 3,284 | $615.7K | 0.02% | −797−19.5% | Reduced |
| Allworth Financial LP | 3,269 | $613.0K | 0.01% | +101+3.2% | Added |
| Ar Asset Management Inc | 3,264 | $612.0K | 0.17% | −47−1.4% | Reduced |
| Pitcairn Co | 3,187 | $597.5K | 0.06% | −124−3.7% | Reduced |
| MJP Associates Inc | 3,182 | $596.5K | 0.18% | +415+15.0% | Added |
| JNBA Financial Advisors | 3,176 | $595.4K | 0.08% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 3,153 | $591.2K | 0.05% | −405−11.4% | Reduced |
| Checchi Capital Advisers, LLC | 3,131 | $587.0K | 0.06% | −72−2.2% | Reduced |
| Park National Corp | 3,123 | $585.5K | 0.03% | −383−10.9% | Reduced |
| Brave Asset Management Inc | 3,080 | $577.5K | 0.20% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 3,065 | $574.0K | 0.19% | −145−4.5% | Reduced |
| Wesbanco Bank Inc | 3,056 | $573.0K | 0.03% | +569+22.9% | Added |
| Baldwin Brothers Inc | 3,055 | $572.8K | 0.05% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,056 | $569.8K | 0.02% | −92−2.9% | Reduced |
| Brighton Jones LLC | 3,038 | $569.5K | 0.03% | −611−16.7% | Reduced |
| LMCG Investments, LLC | 3,032 | $568.5K | 0.04% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 3,025 | $567.2K | 0.09% | +162+5.7% | Added |
| SkyOak Wealth, LLC | 3,011 | $564.5K | 0.19% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 2,984 | $559.5K | 0.07% | +2,984 | New |
| Tradition Wealth Management, LLC | 2,978 | $558.0K | 0.08% | +11+0.4% | Added |
| Tobam | 2,964 | $556.0K | 0.04% | −12,198−80.5% | Reduced |
| Marcum Wealth, LLC | 2,963 | $555.5K | 0.07% | +15+0.5% | Added |
| DFPG Investments, LLC | 2,898 | $555.3K | 0.09% | +2,898 | New |
| Great Diamond Partners, LLC | 2,961 | $555.2K | 0.17% | −284−8.8% | Reduced |
| Balyasny Asset Management LLC | 2,957 | $554.4K | 0.00% | −15,443−83.9% | Reduced |
| Equitable Trust Co | 2,942 | $551.6K | 0.04% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 2,934 | $550.1K | 0.46% | +2,934 | New |
| Kingsview Wealth Management, LLC | 2,932 | $549.7K | 0.02% | −585−16.6% | Reduced |
| Clear Harbor Asset Management, LLC | 2,921 | $547.7K | 0.07% | 00.0% | Unchanged |
| Cigna Investments Inc | 2,921 | $547.0K | 0.11% | −24−0.8% | Reduced |
| Lewis Capital Management, LLC | 2,899 | $543.5K | 0.83% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 2,869 | $538.0K | 0.41% | +13+0.5% | Added |
| Aries Wealth Management | 2,858 | $535.8K | 0.23% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 2,847 | $533.8K | 0.02% | 00.0% | Unchanged |
| Ledyard National Bank | 2,845 | $533.4K | 0.06% | −12−0.4% | Reduced |
| Karpas Strategies, LLC | 2,840 | $532.5K | 0.19% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 2,838 | $532.1K | 0.16% | +2,838 | New |
| Lombard Odier Asset Management (Switzerland) SA | 2,830 | $530.6K | 0.04% | +1,503+113.3% | Added |
| Bank of New Hampshire | 2,816 | $528.0K | 0.16% | −25−0.9% | Reduced |
| Geneos Wealth Management Inc. | 2,795 | $524.0K | 0.03% | −31−1.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 2,747 | $523.3K | 0.06% | +2,747 | New |
| WMS Partners, LLC | 2,791 | $523.2K | 0.05% | +10+0.4% | Added |
| Cozad Asset Management Inc | 2,790 | $523.1K | 0.07% | 00.0% | Unchanged |
| Sky Investment Group LLC | 2,782 | $522.0K | 0.12% | −115−4.0% | Reduced |
| Foundation Resource Management Inc | 2,765 | $518.0K | 0.09% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 2,749 | $515.4K | 0.04% | −31−1.1% | Reduced |
| Choate Investment Advisors | 2,739 | $513.5K | 0.03% | +265+10.7% | Added |
| Northeast Investment Management | 2,732 | $512.0K | 0.03% | 00.0% | Unchanged |
| Associated Banc-Corp | 2,724 | $510.7K | 0.02% | +82+3.1% | Added |
| Paloma Partners Management Co | 2,721 | $510.2K | 0.11% | +2,721 | New |
| SlateStone Wealth, LLC | 2,720 | $510.0K | 0.12% | +572+26.6% | Added |
| Courier Capital LLC | 2,718 | $509.6K | 0.06% | 00.0% | Unchanged |
| Trust Asset Management LLC | 2,714 | $508.8K | 0.06% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 2,702 | $506.5K | 0.29% | +9+0.3% | Added |
| ARGI Investment Services, LLC | 2,686 | $504.0K | 0.02% | +73+2.8% | Added |
| Dorsey & Whitney Trust CO LLC | 2,688 | $504.0K | 0.05% | −2−0.1% | Reduced |
| Searle & Co. | 2,673 | $501.2K | 0.17% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 2,634 | $494.0K | 0.33% | +2,634 | New |
| Sugarloaf Wealth Management, LLC | 2,621 | $491.5K | 0.12% | −10.0% | Reduced |
| Girard Partners Ltd. | 2,608 | $489.0K | 0.06% | +190+7.9% | Added |
| V Wealth Advisors LLC | 2,601 | $487.7K | 0.10% | +409+18.7% | Added |
| Centaurus Financial, Inc. | 2,591 | $486.0K | 0.05% | +182+7.6% | Added |
| Fund Management at Engine No. 1 LLC | 2,580 | $483.7K | 0.12% | +298+13.1% | Added |
| IFG Advisory, LLC | 2,579 | $483.0K | 0.05% | −102−3.8% | Reduced |
| Wedbush Securities Inc | 2,575 | $483.0K | 0.03% | +42+1.7% | Added |
| Laurel Wealth Advisors, Inc. | 2,571 | $482.0K | 0.05% | −7−0.3% | Reduced |
| First National Bank Sioux Falls | 2,568 | $481.5K | 0.35% | −38−1.5% | Reduced |
| International Assets Investment Management, LLC | 2,561 | $480.1K | 0.05% | +2,561 | New |
| Clarius Group, LLC | 2,558 | $480.0K | 0.04% | +26+1.0% | Added |
| Coastal Bridge Advisors, LLC | 2,540 | $476.3K | 0.14% | +4+0.2% | Added |
| Ronald Blue Trust, Inc. | 3,106 | $476.0K | 0.01% | +463+17.5% | Added |
| SRB Corp | 2,524 | $474.0K | 0.03% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 2,518 | $472.1K | 0.02% | −969−27.8% | Reduced |
| Jeppson Wealth Management, LLC | 2,495 | $467.8K | 0.20% | +2,495 | New |
| Alhambra Investment Partners LLC | 2,490 | $466.9K | 0.34% | 00.0% | Unchanged |
| Lido Advisors, LLC | 2,485 | $466.1K | 0.01% | +198+8.7% | Added |
| Mark Stevens | 2,482 | $465.0K | 0.06% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 2,469 | $462.9K | 0.03% | −9−0.4% | Reduced |
| Beacon Investment Advisors LLC | 2,462 | $461.6K | 0.39% | +2,462 | New |
| First National Corp | 2,446 | $458.6K | 0.11% | +25+1.0% | Added |
| Equitable Holdings, Inc. | 2,441 | $457.7K | 0.01% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 2,440 | $457.5K | 1.37% | +2,440 | New |
| Nomura Holdings Inc | 2,495 | $456.0K | 0.00% | +2,495 | New |
| Mendel Money Management | 2,432 | $456.0K | 0.26% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 2,425 | $454.7K | 0.02% | +129+5.6% | Added |
| Moody Lynn & Lieberson, LLC | 2,418 | $453.0K | 0.04% | 00.0% | Unchanged |
| City State Bank | 2,416 | $453.0K | 0.28% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 2,414 | $452.6K | 0.04% | +6+0.2% | Added |
| Boit C F David | 2,400 | $450.0K | 0.32% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 2,399 | $449.8K | 0.02% | +184+8.3% | Added |
| Veracity Capital LLC | 2,397 | $449.5K | 0.22% | +75+3.2% | Added |
| Waldron Private Wealth LLC | 2,933 | $449.0K | 0.03% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 2,391 | $448.3K | 0.06% | +48+2.0% | Added |
| Harbour Capital Advisors, LLC | 2,390 | $447.2K | 0.15% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 2,369 | $444.2K | 0.02% | 00.0% | Unchanged |
| Summit Global Investments | 2,365 | $443.0K | 0.04% | +54+2.3% | Added |