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, 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
- 1,644
- +82 vs. Q4 2024
- Shares held
- 188.2M
- +72.2K (0.0%) vs. Q4 2024
- Total value
- $49.8B
- +$4.47B (+9.9%) vs. Q4 2024
- New holders
- 179
- 536 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.
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding Travelers Companies, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Linden Thomas Advisory Services, LLC | 3,685 | $974.5K | 0.13% | +290+8.5% | Added |
| 1 North Wealth Services LLC | 3,703 | $979.3K | 0.45% | −171−4.4% | Reduced |
| Aureus Asset Management, LLC | 3,713 | $981.9K | 0.07% | −300−7.5% | Reduced |
| Kanawha Capital Management LLC | 3,718 | $983.3K | 0.08% | 00.0% | Unchanged |
| Brighton Jones LLC | 3,742 | $989.7K | 0.03% | +465+14.2% | Added |
| Smithfield Trust Co | 3,748 | $990.0K | 0.05% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 3,760 | $994.4K | 0.24% | −170−4.3% | Reduced |
| High Note Wealth, LLC | 3,763 | $995.2K | 0.25% | −2−0.1% | Reduced |
| Bard Financial Services, Inc. | 3,775 | $998.3K | 0.12% | 00.0% | Unchanged |
| JB Capital LLC | 3,817 | $1.01M | 0.06% | −5−0.1% | Reduced |
| Fullcircle Wealth LLC | 3,870 | $1.01M | 0.42% | −17−0.4% | Reduced |
| MWA Asset Management | 3,850 | $1.02M | 0.71% | +164+4.4% | Added |
| AMG National Trust Bank | 3,854 | $1.02M | 0.03% | +93+2.5% | Added |
| Meiji Yasuda Life Insurance Co | 3,885 | $1.03M | 0.02% | −472−10.8% | Reduced |
| Unigestion Holding SA | 3,892 | $1.03M | 0.06% | +2,134+121.4% | Added |
| Harfst & Associates, Inc. | 3,898 | $1.03M | 0.24% | −5,793−59.8% | Reduced |
| Mount Lucas Management LP | 3,906 | $1.03M | 0.49% | +3,906 | New |
| Yoffe Investment Management, LLC | 3,986 | $1.05M | 1.55% | −10.0% | Reduced |
| Sterneck Capital Management, LLC | 4,000 | $1.06M | 0.57% | 00.0% | Unchanged |
| Farringdon Capital, Ltd. | 4,001 | $1.06M | 0.53% | +4,001 | New |
| MUFG Securities Americas Inc. | 4,013 | $1.06M | 0.12% | +661+19.7% | Added |
| Copperwynd Financial, LLC | 4,024 | $1.06M | 0.29% | +68+1.7% | Added |
| Guardian Partners Inc. | 4,112 | $1.07M | 0.11% | −449−9.8% | Reduced |
| Davenport & Co LLC | 4,030 | $1.07M | 0.01% | +35+0.9% | Added |
| Vectors Research Management, LLC | 4,031 | $1.07M | 0.37% | −49−1.2% | Reduced |
| Wolverine Trading, LLC | 4,082 | $1.07M | 0.03% | −23,623−85.3% | Reduced |
| Forza Wealth Management, LLC | 4,072 | $1.08M | 0.48% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 4,077 | $1.08M | 0.06% | +163+4.2% | Added |
| IFC Advisors LLC | 4,119 | $1.09M | 0.23% | 00.0% | Unchanged |
| GTS Securities LLC | 4,135 | $1.09M | 0.05% | +2,941+246.3% | Added |
| Coastal Bridge Advisors, LLC | 4,150 | $1.10M | 0.16% | +1,460+54.3% | Added |
| Baker Tilly Wealth Management, LLC | 4,161 | $1.10M | 0.43% | +64+1.6% | Added |
| Tradewinds, LLC. | 4,164 | $1.10M | 0.31% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 4,169 | $1.10M | 0.03% | −382−8.4% | Reduced |
| Paradigm Asset Management Co LLC | 4,200 | $1.11M | 0.30% | 00.0% | Unchanged |
| Tudor Financial Inc. | 4,200 | $1.11M | 0.67% | 00.0% | Unchanged |
| Community Bank, N.A. | 4,201 | $1.11M | 0.15% | −3,430−44.9% | Reduced |
| West Paces Advisors Inc. | 4,226 | $1.12M | 0.25% | +8+0.2% | Added |
| Silvercrest Asset Management Group LLC | 4,231 | $1.12M | 0.01% | −250−5.6% | Reduced |
| PFG Advisors | 4,255 | $1.13M | 0.06% | +2,217+108.8% | Added |
| Pitcairn Co | 4,293 | $1.14M | 0.07% | +430+11.1% | Added |
| Bullock Wealth Management Group | 4,302 | $1.14M | 0.64% | −316−6.8% | Reduced |
| Somerset Group LLC | 4,303 | $1.14M | 1.04% | 00.0% | Unchanged |
| Prostatis Group LLC | 4,344 | $1.15M | 0.36% | −934−17.7% | Reduced |
| Equitable Trust Co | 4,358 | $1.15M | 0.06% | −20.0% | Reduced |
| Investors Asset Management of Georgia Inc | 4,361 | $1.15M | 0.58% | −150−3.3% | Reduced |
| Bridges Investment Management Inc | 4,377 | $1.16M | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 4,388 | $1.16M | 0.11% | +141+3.3% | Added |
| Versor Investments LP | 4,399 | $1.16M | 0.19% | +2,893+192.1% | Added |
| Stock Yards Bank & Trust Co | 4,425 | $1.17M | 0.04% | +166+3.9% | Added |
| Forum Financial Management, LP | 4,428 | $1.17M | 0.02% | +39+0.9% | Added |
| Bailard, Inc. | 4,454 | $1.18M | 0.03% | +106+2.4% | Added |
| Old National Bancorp | 4,478 | $1.18M | 0.03% | −1,315−22.7% | Reduced |
| Atlas Capital Advisors LLC | 4,558 | $1.21M | 0.15% | +4,098+890.9% | Added |
| AA Financial Advisors, LLC | 4,605 | $1.22M | 0.30% | +34+0.7% | Added |
| Flputnam Investment Management Co | 4,645 | $1.23M | 0.02% | −823−15.1% | Reduced |
| Zions Bancorporation, National Association | 4,684 | $1.24M | 0.08% | +4,684 | New |
| Warren Averett Asset Management, LLC | 4,686 | $1.24M | 0.02% | +801+20.6% | Added |
| Texas Bank & Trust Co | 4,687 | $1.24M | 0.52% | −40−0.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 4,755 | $1.26M | 0.07% | +14+0.3% | Added |
| Private Wealth Asset Management, LLC | 4,759 | $1.26M | 0.18% | +4,759 | New |
| Beaumont Financial Advisors, LLC | 4,803 | $1.27M | 0.10% | +51+1.1% | Added |
| Lecap Asset Management Ltd | 4,819 | $1.27M | 0.30% | −7,070−59.5% | Reduced |
| Glenview Trust Co | 4,823 | $1.28M | 0.02% | +66+1.4% | Added |
| Kestra Investment Management, LLC | 4,848 | $1.28M | 0.04% | +153+3.3% | Added |
| Providence Wealth Advisors, LLC | 4,865 | $1.28M | 0.97% | +32+0.7% | Added |
| Quest Partners LLC | 4,895 | $1.29M | 0.14% | +4,258+668.4% | Added |
| United Services Automobile Association | 4,970 | $1.30M | 0.04% | +4,970 | New |
| Transamerica Financial Advisors, Inc. | 4,942 | $1.31M | 0.13% | +141+2.9% | Added |
| Quadrant Capital Group LLC | 4,955 | $1.31M | 0.05% | +941+23.4% | Added |
| Harbor Capital Advisors, Inc. | 4,957 | $1.31M | 0.06% | −471−8.7% | Reduced |
| Plimoth Trust Co LLC | 4,972 | $1.31M | 0.34% | +448+9.9% | Added |
| Trust Co of Toledo NA | 5,017 | $1.33M | 0.18% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 5,035 | $1.33M | 0.06% | +3,495+226.9% | Added |
| Coldstream Capital Management Inc | 5,049 | $1.34M | 0.03% | +99+2.0% | Added |
| Johnson Investment Counsel Inc | 5,051 | $1.34M | 0.01% | −28−0.6% | Reduced |
| Valeo Financial Advisors, LLC | 5,068 | $1.34M | 0.04% | +6+0.1% | Added |
| FineMark National Bank & Trust | 5,085 | $1.34M | 0.05% | −375−6.9% | Reduced |
| Axxcess Wealth Management, LLC | 5,093 | $1.35M | 0.04% | −1,130−18.2% | Reduced |
| Guyasuta Investment Advisors Inc | 5,095 | $1.35M | 0.09% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 5,101 | $1.35M | 0.02% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 5,103 | $1.35M | 0.06% | +8+0.2% | Added |
| FJ Capital Management LLC | 5,104 | $1.35M | 0.14% | +5,104 | New |
| Plato Investment Management Ltd | 5,062 | $1.35M | 0.11% | −297−5.5% | Reduced |
| Hanson & Doremus Investment Management | 5,158 | $1.36M | 0.20% | +173+3.5% | Added |
| Barden Capital Management, Inc. | 5,167 | $1.37M | 1.22% | +55+1.1% | Added |
| Ronald Blue Trust, Inc. | 5,214 | $1.38M | 0.02% | +228+4.6% | Added |
| Dynamic Advisor Solutions LLC | 5,232 | $1.38M | 0.05% | +5,232 | New |
| Private Trust Co NA | 5,277 | $1.40M | 0.14% | +65+1.2% | Added |
| Roundview Capital LLC | 5,292 | $1.40M | 0.10% | 00.0% | Unchanged |
| Net Worth Advisory Group | 5,294 | $1.40M | 0.44% | −108−2.0% | Reduced |
| Haverford Trust Co | 5,297 | $1.40M | 0.01% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 5,305 | $1.40M | 0.03% | +1,703+47.3% | Added |
| Bridgefront Capital, LLC | 5,339 | $1.41M | 0.41% | +3,541+196.9% | Added |
| Douglass Winthrop Advisors, LLC | 5,377 | $1.42M | 0.03% | −942−14.9% | Reduced |
| Jones Financial Companies LLLP | 5,462 | $1.43M | 0.00% | +1,095+25.1% | Added |
| Allstate Corp | 5,438 | $1.44M | 0.04% | −1,543−22.1% | Reduced |
| Elmwood Wealth Management, Inc. | 5,463 | $1.44M | 0.59% | −329−5.7% | Reduced |
| Institute for Wealth Management, LLC. | 5,485 | $1.45M | 0.19% | −109−1.9% | Reduced |
| Gen-Wealth Partners Inc | 5,485 | $1.45M | 0.61% | +437+8.7% | Added |