Travelers Companies, Inc.

TRV

Exchange: NYSE
Industry: Fire, Marine & Casualty Insurance
SEC CIK: 0000086312

SEC filings (opens in a new tab)

In the last 90 days, Travelers Companies, Inc. insiders filed 0 open-market purchases and 9 sales; 1,869 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, Q1 2025

Institutional positions in Travelers Companies, Inc. as of Mar 31, 2025. 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: 1,645; +82 vs. Q4 2024
Shares held: 188.2M; +72.5K (0.0%) vs. Q4 2024
Total value: $49.8B; +$4.47B (+9.9%) vs. Q4 2024
New holders: 179; 537 more added
Sold out: 97; 620 more reduced

27 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2024: 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.

Institutional holdersQ1 2025: 1,645 institutions

Value heldQ1 2025: $49.8B

Institutions holding TRV and their total value by quarter
Quarter	Holders	Value
Q2 2026	1,869	$61.0B
Q1 2026	1,805	$52.1B
Q4 2025	1,780	$53.8B
Q3 2025	1,681	$51.9B
Q2 2025	1,639	$50.7B
Q1 2025	1,645	$49.8B
Q4 2024	1,590	$45.6B
Q3 2024	1,471	$44.0B
Q2 2024	1,415	$38.8B
Q1 2024	1,452	$43.6B
Q4 2023	1,334	$36.0B
Q3 2023	1,260	$30.5B
Q2 2023	1,288	$32.5B
Q1 2023	1,270	$32.3B
Q4 2022	1,304	$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, Q1 2025

Shares, value and share of portfolio for each institution holding Travelers Companies, Inc.; share changes are against Q4 2024.

Institutions holding TRV in Q1 2025
Institution	Shares	Value	% of portfolio	Change in shares	Action
Guardian Wealth Management, Inc.	0	$33	0.00%	0	New
GoalVest Advisory LLC	1	$264	0.00%	+1	New
Bare Financial Services, Inc	1	$264	0.00%	+1	New
Greenline Partners, LLC	2	$529	0.00%	+2	New
PEAK6 LLC	2	$586	0.00%	+2	New
Carolinas Wealth Consulting LLC	3	$793	0.00%	−9−75.0%	Reduced
Capital A Wealth Management, LLC	3	$793	0.00%	00.0%	Unchanged
NVWM, LLC	3	$793	0.00%	+3	New
Bear Mountain Capital, Inc.	3	$802	0.00%	+3	New
Tanaka Capital Management Inc	6	$1.00K	0.00%	00.0%	Unchanged
Halbert Hargrove Global Advisors, LLC	4	$1.03K	0.00%	+4	New
PayPay Securities Corp	3	$1.05K	0.06%	−8−72.7%	Reduced
Eq Wealth Advisors, LLC	4	$1.06K	0.00%	+4	New
Marshall & Sterling Wealth Advisors Inc.	4	$1.07K	0.00%	−1−20.0%	Reduced
Osterweis Capital Management Inc	5	$1.32K	0.00%	+5	New
HHM Wealth Advisors, LLC	5	$1.32K	0.00%	00.0%	Unchanged
HFM Investment Advisors, LLC	5	$1.32K	0.00%	+5	New
Aspect Partners, LLC	6	$1.59K	0.00%	00.0%	Unchanged
Aventura Private Wealth, LLC	6	$1.59K	0.00%	00.0%	Unchanged
CBIZ Investment Advisory Services, LLC	6	$1.59K	0.00%	+6	New
Principia Wealth Advisory, LLC	7	$1.74K	0.00%	+1+16.7%	Added
Parkworth Wealth Management, Inc.	7	$1.85K	0.00%	00.0%	Unchanged
WestEnd Advisors, LLC	7	$1.85K	0.00%	+5+250.0%	Added
Bay Harbor Wealth Management, LLC	7	$1.85K	0.00%	+7	New
IAG Wealth Partners, LLC	7	$1.85K	0.00%	+7	New
Breakwater Investment Management	7	$1.85K	0.00%	00.0%	Unchanged
Atlantic Trust, LLC	7	$1.85K	0.00%	+7	New
MJT & Associates Financial Advisory Group, Inc.	7	$1.85K	0.00%	+7	New
Winnow Wealth LLC	8	$1.92K	0.00%	+3+60.0%	Added
Thompson Investment Management, Inc.	8	$2.12K	0.00%	00.0%	Unchanged
S&T Bank	10	$2.65K	0.00%	00.0%	Unchanged
PSI Advisors, LLC	10	$2.65K	0.00%	00.0%	Unchanged
PFS Partners, LLC	10	$2.65K	0.00%	00.0%	Unchanged
Clark Wealth Partners	11	$2.91K	0.00%	−1−8.3%	Reduced
Legacy Wealth Managment, LLC	12	$3.17K	0.00%	00.0%	Unchanged
TFC Financial Management	13	$3.44K	0.00%	00.0%	Unchanged
WealthTrak Capital Management LLC	13	$3.44K	0.00%	+2+18.2%	Added
Garde Capital, Inc.	15	$3.97K	0.00%	+15	New
Dogwood Wealth Management LLC	15	$3.97K	0.00%	+15	New
Hazlett, Burt & Watson, Inc.	18	$4.00K	0.00%	00.0%	Unchanged
McClarren Financial Advisors, Inc.	17	$4.00K	0.00%	+17	New
Sittner & Nelson, LLC	17	$4.50K	0.00%	00.0%	Unchanged
Global Wealth Strategies & Associates	18	$4.76K	0.00%	00.0%	Unchanged
Anfield Capital Management, LLC	19	$5.03K	0.00%	00.0%	Unchanged
Graybill Bartz & Assoc Ltd	21	$5.63K	0.00%	+21	New
Avion Wealth	26	$6.00K	0.00%	00.0%	Unchanged
Sierra Ocean, LLC	24	$6.37K	0.01%	00.0%	Unchanged
Compass Financial Services Inc	25	$6.61K	0.00%	+25	New
Archer Investment Corp	27	$7.14K	0.00%	00.0%	Unchanged
Contravisory Investment Management, Inc.	28	$7.41K	0.00%	00.0%	Unchanged
Accordant Advisory Group Inc	28	$7.41K	0.01%	00.0%	Unchanged
Kentucky Trust Co	28	$7.41K	0.00%	00.0%	Unchanged
Montag & Caldwell, LLC	29	$7.67K	0.00%	00.0%	Unchanged
Dunhill Financial, LLC	29	$7.69K	0.00%	−24−45.3%	Reduced
JDM Financial Group LLC	30	$7.93K	0.00%	00.0%	Unchanged
TD Capital Management LLC	31	$8.07K	0.00%	+21+210.0%	Added
Golden State Wealth Management, LLC	31	$8.20K	0.00%	+7+29.2%	Added
Rialto Wealth Management, LLC	32	$8.46K	0.00%	+2+6.7%	Added
Northwest Capital Management Inc	34	$8.99K	0.00%	00.0%	Unchanged
Davis Capital Management	34	$8.99K	0.01%	00.0%	Unchanged
Your Advocates Ltd., LLP	35	$9.26K	0.00%	00.0%	Unchanged
Hopwood Financial Services, Inc.	35	$9.26K	0.01%	00.0%	Unchanged
Rossby Financial, LCC	40	$10.4K	0.00%	+40	New
DiNuzzo Private Wealth, Inc.	40	$10.6K	0.00%	+1+2.6%	Added
Armstrong Advisory Group, Inc	44	$10.6K	0.00%	00.0%	Unchanged
Proathlete Wealth Management LLC	43	$11.4K	0.00%	+43	New
Center for Financial Planning, Inc.	45	$11.9K	0.00%	00.0%	Unchanged
Missouri Trust & Investment Co	45	$11.9K	0.00%	00.0%	Unchanged
First Pacific Financial	45	$11.9K	0.00%	+45	New
MPWM Advisory Solutions, LLC	46	$12.2K	0.01%	00.0%	Unchanged
N.E.W. Advisory Services LLC	46	$12.2K	0.00%	+46	New
Albion Financial Group	46	$12.2K	0.00%	00.0%	Unchanged
Cranbrook Wealth Management, LLC	46	$12.2K	0.00%	00.0%	Unchanged
Richards, Merrill & Peterson, Inc.	50	$13.2K	0.01%	00.0%	Unchanged
Rosenberg Matthew Hamilton	50	$13.2K	0.00%	00.0%	Unchanged
MRP Capital Investments, LLC	50	$13.2K	0.01%	+50	New
Highline Wealth Partners LLC	51	$13.5K	0.00%	+6+13.3%	Added
Innovative Advisory Group, LLC	51	$13.6K	0.01%	+1+2.0%	Added
Costello Asset Management, INC	53	$14.0K	0.01%	+53	New
Morse Asset Management, Inc	53	$14.0K	0.00%	+53	New
Raffa Wealth Management, LLC	55	$14.5K	0.00%	00.0%	Unchanged
Centricity Wealth Management, LLC	56	$14.8K	0.01%	00.0%	Unchanged
CarsonAllaria Wealth Management, Ltd.	56	$14.9K	0.01%	00.0%	Unchanged
Iron Horse Wealth Management, LLC	58	$15.3K	0.00%	+58	New
Kozak & Associates, Inc.	63	$15.8K	0.00%	00.0%	Unchanged
Activest Wealth Management	61	$16.1K	0.00%	+59+2,950.0%	Added
Bogart Wealth, LLC	62	$16.4K	0.00%	+11+21.6%	Added
Comprehensive Financial Planning, Inc.	63	$16.8K	0.02%	00.0%	Unchanged
Sachetta, LLC	64	$16.9K	0.01%	−7−9.9%	Reduced
WealthCollab, LLC	65	$17.2K	0.01%	00.0%	Unchanged
Wealth Preservation Advisors, LLC	65	$17.2K	0.01%	+65	New
Insight Financial Services	69	$18.2K	0.01%	00.0%	Unchanged
Rakuten Securities, Inc.	70	$18.5K	0.01%	+31+79.5%	Added
SOA Wealth Advisors, LLC.	72	$19.1K	0.00%	00.0%	Unchanged
ZynergyRetirementPlanningLLC	82	$19.8K	0.01%	00.0%	Unchanged
DHJJ Financial Advisors, Ltd.	75	$19.8K	0.01%	+25+50.0%	Added
Centerpoint Advisors, LLC	76	$20.0K	0.01%	00.0%	Unchanged
TruNorth Capital Management, LLC	76	$20.1K	0.00%	00.0%	Unchanged
Salomon & Ludwin, LLC	76	$20.1K	0.00%	00.0%	Unchanged
Financial Management Professionals, Inc.	76	$20.1K	0.00%	+11+16.9%	Added