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 |
|---|---|---|---|---|---|
| Williams Jones Wealth Management, LLC. | 2,348 | $440.2K | 0.01% | −6−0.3% | Reduced |
| BCJ Capital Management, LLC | 2,337 | $438.2K | 0.04% | +208+9.8% | Added |
| Leavell Investment Management, Inc. | 2,339 | $438.0K | 0.03% | +700+42.7% | Added |
| Modera Wealth Management, LLC | 2,336 | $438.0K | 0.02% | +10+0.4% | Added |
| Boston Trust Walden Corp | 2,328 | $436.5K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 2,308 | $433.0K | 0.32% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 2,307 | $432.6K | 0.01% | +482+26.4% | Added |
| Castle Rock Wealth Management, LLC | 2,234 | $429.2K | 0.19% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 2,288 | $429.0K | 0.02% | +100+4.6% | Added |
| Salvus Wealth Management, LLC | 2,269 | $425.4K | 0.39% | +40+1.8% | Added |
| Farmers & Merchants Trust Co of Long Beach | 2,249 | $421.7K | 0.12% | −259−10.3% | Reduced |
| WFA Asset Management Corp | 2,245 | $420.8K | 0.28% | +14+0.6% | Added |
| SeaCrest Wealth Management, LLC | 2,245 | $420.8K | 0.06% | +10.0% | Added |
| Plante Moran Financial Advisors, LLC | 2,243 | $420.5K | 0.06% | +243+12.2% | Added |
| Hilltop Holdings Inc. | 2,239 | $419.8K | 0.05% | +254+12.8% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,234 | $418.8K | 0.11% | +715+47.1% | Added |
| Oberweis Asset Management Inc | 2,227 | $417.5K | 0.09% | +2+0.1% | Added |
| Trustcore Financial Services, LLC | 2,225 | $417.2K | 0.04% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 2,224 | $417.0K | 0.00% | −25,907−92.1% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 2,222 | $416.6K | 0.02% | −36−1.6% | Reduced |
| IHT Wealth Management, LLC | 2,220 | $416.3K | 0.03% | −439−16.5% | Reduced |
| Green Square Capital Advisors LLC | 2,217 | $415.7K | 0.06% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 2,216 | $415.5K | 0.07% | +2,216 | New |
| ForthRight Wealth Management, LLC | 2,214 | $415.1K | 0.21% | 00.0% | Unchanged |
| Assetmark, Inc | 2,169 | $406.7K | 0.00% | −41−1.9% | Reduced |
| River Wealth Advisors LLC | 2,156 | $404.2K | 0.08% | 00.0% | Unchanged |
| Appleton Partners Inc | 2,141 | $401.0K | 0.04% | −112−5.0% | Reduced |
| Level Four Advisory Services, LLC | 2,137 | $400.7K | 0.03% | +2,137 | New |
| Beverly Hills Private Wealth, LLC | 2,128 | $399.0K | 0.17% | +2,128 | New |
| Valley Brook Capital Group | 2,127 | $398.8K | 0.38% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 2,125 | $398.5K | 0.23% | +3+0.1% | Added |
| First Citizens Bank & Trust Co | 2,112 | $396.0K | 0.01% | −69−3.2% | Reduced |
| Integrated Advisors Network LLC | 2,103 | $394.4K | 0.03% | +84+4.2% | Added |
| Keystone Financial Group | 2,081 | $390.2K | 0.08% | 00.0% | Unchanged |
| Spire Wealth Management | 2,082 | $390.0K | 0.02% | +478+29.8% | Added |
| Ropes Wealth Advisors LLC | 2,079 | $389.8K | 0.07% | +124+6.3% | Added |
| Great Valley Advisor Group, Inc. | 2,074 | $388.8K | 0.02% | −270−11.5% | Reduced |
| Ridgecrest Wealth Partners, LLC | 2,065 | $387.2K | 0.29% | +2,065 | New |
| Johnson Investment Counsel Inc | 2,060 | $386.2K | 0.01% | +31+1.5% | Added |
| PEAK6 Investments LLC | 2,060 | $386.2K | 0.02% | −3,381−62.1% | Reduced |
| Diligent Investors, LLC | 2,056 | $385.5K | 0.13% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 2,050 | $384.4K | 0.08% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 2,045 | $383.4K | 0.08% | −172−7.8% | Reduced |
| Warther Private Wealth, LLC | 2,035 | $381.5K | 0.29% | −59−2.8% | Reduced |
| Retirement Planning Group | 2,035 | $381.5K | 0.04% | −39−1.9% | Reduced |
| Schechter Investment Advisors, LLC | 2,029 | $380.4K | 0.03% | +123+6.5% | Added |
| Glassman Wealth Services | 2,028 | $380.3K | 0.07% | +1,575+347.7% | Added |
| Flagship Harbor Advisors, LLC | 2,013 | $377.4K | 0.04% | +4+0.2% | Added |
| Carlson Capital Management | 2,008 | $376.5K | 0.03% | −379−15.9% | Reduced |
| MKT Advisors LLC | 1,959 | $375.4K | 0.28% | −31−1.6% | Reduced |
| Stockman Wealth Management, Inc. | 2,002 | $375.4K | 0.09% | −20−1.0% | Reduced |
| TAP Consulting, LLC | 2,000 | $375.0K | 0.10% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 1,993 | $373.7K | 0.09% | +98+5.2% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,983 | $371.8K | 0.22% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 1,980 | $371.2K | 0.01% | +434+28.1% | Added |
| Sutton Wealth Advisors Inc. | 1,976 | $370.5K | 0.14% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 1,954 | $366.4K | 0.34% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 1,953 | $366.2K | 0.03% | −14−0.7% | Reduced |
| Alpha Cubed Investments, LLC | 1,940 | $363.7K | 0.03% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 1,939 | $363.5K | 0.08% | −5−0.3% | Reduced |
| Marco Investment Management LLC | 1,935 | $362.8K | 0.04% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 1,930 | $361.9K | 0.06% | 00.0% | Unchanged |
| Destination Wealth Management | 1,928 | $361.4K | 0.01% | +240+14.2% | Added |
| South State Corp. | 1,923 | $360.5K | 0.03% | +85+4.6% | Added |
| Whalerock Point Partners, LLC | 1,915 | $359.0K | 0.15% | 00.0% | Unchanged |
| New Potomac Partners, LLC | 1,915 | $359.0K | 0.27% | 00.0% | Unchanged |
| Brookstone Capital Management | 1,841 | $357.0K | 0.01% | −45−2.4% | Reduced |
| Investors Research Corp | 1,887 | $353.8K | 0.10% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 1,885 | $353.4K | 0.03% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 1,868 | $353.3K | 0.45% | −207−10.0% | Reduced |
| Athena Investment Management | 1,868 | $350.2K | 0.26% | 00.0% | Unchanged |
| Wintrust Investments LLC | 1,863 | $349.0K | 0.05% | −149−7.4% | Reduced |
| Nwam LLC | 1,861 | $348.9K | 0.03% | +1,861 | New |
| Fiduciary Group LLC | 1,850 | $346.9K | 0.05% | +32+1.8% | Added |
| Evergreen Capital Management LLC | 1,848 | $346.6K | 0.02% | +398+27.4% | Added |
| Stillwater Investment Management, LLC | 1,841 | $345.2K | 0.10% | +1+0.1% | Added |
| AdvisorNet Financial, Inc | 1,841 | $345.2K | 0.03% | −1,533−45.4% | Reduced |
| CX Institutional | 1,834 | $343.9K | 0.02% | +426+30.3% | Added |
| Peak Asset Management, LLC | 1,814 | $340.1K | 0.09% | +86+5.0% | Added |
| Advisors Management Group Inc | 1,809 | $339.0K | 0.13% | −30−1.6% | Reduced |
| Great Point Wealth Advisors, LLC | 1,775 | $332.7K | 0.11% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 1,772 | $332.2K | 0.01% | +1,772 | New |
| Alpha Paradigm Partners, LLC | 1,772 | $332.0K | 0.14% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,759 | $329.8K | 0.03% | +21+1.2% | Added |
| Evergreen Wealth Solutions, LLC | 1,751 | $328.0K | 0.43% | +21+1.2% | Added |
| Simmons Bank | 1,740 | $326.2K | 0.03% | +1,740 | New |
| Peachtree Investment Partners, LLC | 1,740 | $326.2K | 0.20% | +1,740 | New |
| BFSG, LLC | 1,739 | $326.0K | 0.07% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 1,732 | $324.6K | 0.19% | +249+16.8% | Added |
| Basepoint Wealth LLC | 1,720 | $322.4K | 0.29% | +33+2.0% | Added |
| Cobblestone Capital Advisors LLC | 1,713 | $321.2K | 0.02% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 1,713 | $321.2K | 0.17% | +267+18.5% | Added |
| Smith, Moore & Co. | 1,710 | $320.6K | 0.04% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 1,705 | $319.7K | 0.06% | −9−0.5% | Reduced |
| Neville Rodie & Shaw Inc | 1,700 | $319.0K | 0.03% | −75−4.2% | Reduced |
| Aptus Capital Advisors, LLC | 1,701 | $318.9K | 0.01% | −62−3.5% | Reduced |
| Delta Asset Management LLC | 1,700 | $318.7K | 0.03% | +81+5.0% | Added |
| Sandy Spring Bank | 1,693 | $317.5K | 0.02% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 1,688 | $316.5K | 0.20% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 1,681 | $315.2K | 0.06% | −217−11.4% | Reduced |