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 |
|---|---|---|---|---|---|
| Arvest Investments, Inc. | 5,505 | $1.46M | 0.23% | −79−1.4% | Reduced |
| Lowe Brockenbrough & Co Inc | 5,523 | $1.46M | 0.10% | −1,086−16.4% | Reduced |
| SlateStone Wealth, LLC | 5,542 | $1.47M | 0.15% | +23+0.4% | Added |
| PYA Waltman Capital, LLC | 5,565 | $1.47M | 0.46% | +67+1.2% | Added |
| HighMark Wealth Management LLC | 5,571 | $1.47M | 0.87% | +20+0.4% | Added |
| Kathmere Capital Management, LLC | 5,611 | $1.48M | 0.13% | +944+20.2% | Added |
| Meeder Advisory Services, Inc. | 5,623 | $1.49M | 0.09% | +575+11.4% | Added |
| V-Square Quantitative Management LLC | 5,638 | $1.49M | 0.22% | +198+3.6% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 5,665 | $1.50M | 0.10% | −235−4.0% | Reduced |
| Wealth Alliance | 5,665 | $1.50M | 0.18% | +549+10.7% | Added |
| Trust Co of Vermont | 5,685 | $1.50M | 0.08% | +195+3.6% | Added |
| Sumitomo Life Insurance Co | 5,691 | $1.51M | 0.05% | −60−1.0% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 5,694 | $1.51M | 0.50% | −537−8.6% | Reduced |
| Quadcap Wealth Management, LLC | 5,703 | $1.51M | 0.22% | −74−1.3% | Reduced |
| Virtus Investment Advisers, Inc. | 5,719 | $1.51M | 0.41% | +5,719 | New |
| J.W. Cole Advisors, Inc. | 5,734 | $1.52M | 0.05% | +778+15.7% | Added |
| JT Stratford LLC | 5,746 | $1.52M | 0.27% | −298−4.9% | Reduced |
| Fiduciary Trust Co | 5,901 | $1.56M | 0.02% | +166+2.9% | Added |
| Aptus Capital Advisors, LLC | 5,919 | $1.57M | 0.02% | +1,099+22.8% | Added |
| NJ State Employees Deferred Compensation Plan | 5,943 | $1.57M | 0.20% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 6,000 | $1.59M | 0.03% | +6,000 | New |
| Pensionfund Sabic | 6,000 | $1.59M | 0.47% | −900−13.0% | Reduced |
| Walleye Capital LLC | 6,001 | $1.59M | 0.02% | +5,156+610.2% | Added |
| MB, Levis & Associates, LLC | 6,014 | $1.59M | 0.74% | +4+0.1% | Added |
| Courier Capital LLC | 6,018 | $1.59M | 0.10% | −225−3.6% | Reduced |
| Tevis Investment Management | 6,675 | $1.61M | 1.19% | 00.0% | Unchanged |
| Avalon Trust Co | 6,112 | $1.62M | 0.13% | −375−5.8% | Reduced |
| Vaughan David Investments LLC | 6,134 | $1.62M | 0.04% | −81−1.3% | Reduced |
| LRI Investments, LLC | 6,254 | $1.65M | 0.16% | −110−1.7% | Reduced |
| Ashton Thomas Private Wealth, LLC | 6,259 | $1.66M | 0.06% | −441−6.6% | Reduced |
| Allworth Financial LP | 6,361 | $1.66M | 0.01% | +403+6.8% | Added |
| Claro Advisors LLC | 6,334 | $1.68M | 0.22% | +117+1.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 6,354 | $1.68M | 0.11% | −12,801−66.8% | Reduced |
| Benjamin Edwards Inc | 6,397 | $1.69M | 0.02% | −153−2.3% | Reduced |
| Academy Capital Management Inc | 6,417 | $1.70M | 0.29% | −1,135−15.0% | Reduced |
| BSW Wealth Partners | 6,483 | $1.71M | 0.26% | −102−1.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 6,488 | $1.72M | 0.06% | +321+5.2% | Added |
| Moody National Bank Trust Division | 6,515 | $1.72M | 0.18% | −78−1.2% | Reduced |
| HighPoint Advisor Group LLC | 6,540 | $1.73M | 0.10% | +225+3.6% | Added |
| Resources Management Corp | 6,546 | $1.73M | 0.24% | 00.0% | Unchanged |
| Ascent Group, LLC | 6,549 | $1.73M | 0.07% | +1,297+24.7% | Added |
| IHT Wealth Management, LLC | 6,553 | $1.73M | 0.05% | −134−2.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 6,575 | $1.74M | 0.12% | −6,318−49.0% | Reduced |
| Agate Pass Investment Management, LLC | 6,575 | $1.74M | 0.74% | +3,000+83.9% | Added |
| Northern Financial Advisors Inc | 6,576 | $1.74M | 1.44% | +45+0.7% | Added |
| Concord Asset Management, LLC | 6,715 | $1.74M | 0.38% | −219−3.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,580 | $1.74M | 0.04% | −1,241−15.9% | Reduced |
| Signaturefd, LLC | 6,600 | $1.75M | 0.03% | +145+2.2% | Added |
| Ames National Corp | 6,617 | $1.75M | 1.17% | +80+1.2% | Added |
| Milestone Asset Management, LLC | 6,617 | $1.75M | 0.37% | −20,551−75.6% | Reduced |
| SummitTX Capital, L.P. | 6,630 | $1.75M | 0.08% | +6,630 | New |
| Parallel Advisors, LLC | 6,645 | $1.76M | 0.04% | −366−5.2% | Reduced |
| Muhlenkamp & Co Inc | 6,648 | $1.76M | 0.58% | +6,648 | New |
| Paragon Capital Management Inc | 6,687 | $1.77M | 1.43% | −59−0.9% | Reduced |
| Beacon Financial Group | 6,784 | $1.79M | 0.20% | −188−2.7% | Reduced |
| Ballast, Inc. | 6,807 | $1.80M | 0.51% | −15−0.2% | Reduced |
| Johnson Financial Group, Inc. | 6,811 | $1.80M | 0.09% | +4,927+261.5% | Added |
| Belpointe Asset Management LLC | 6,832 | $1.81M | 0.09% | −426−5.9% | Reduced |
| David Loasby | 7,405 | $1.82M | 0.18% | +62+0.8% | Added |
| Clearstead Advisors, LLC | 6,888 | $1.82M | 0.03% | +639+10.2% | Added |
| Nicholas Hoffman & Company, LLC. | 6,895 | $1.82M | 0.07% | +2,191+46.6% | Added |
| Eagle Capital Management LLC | 6,900 | $1.82M | 0.01% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 6,922 | $1.83M | 0.96% | −80−1.1% | Reduced |
| Gifford Fong Associates | 7,000 | $1.85M | 0.46% | 00.0% | Unchanged |
| South Dakota Investment Council | 7,030 | $1.86M | 0.04% | 00.0% | Unchanged |
| Bokf, NA | 7,086 | $1.87M | 0.03% | −69−1.0% | Reduced |
| Integrated Wealth Concepts LLC | 7,107 | $1.88M | 0.02% | +297+4.4% | Added |
| Concord Wealth Partners | 7,112 | $1.88M | 0.31% | +273+4.0% | Added |
| Confluence Wealth Services, Inc. | 19,792 | $1.89M | 0.12% | +18,754+1,806.7% | Added |
| We Are One Seven, LLC | 7,153 | $1.89M | 0.07% | −822−10.3% | Reduced |
| Essex Financial Services, Inc. | 7,169 | $1.90M | 0.14% | −245−3.3% | Reduced |
| FIL Ltd | 7,210 | $1.91M | 0.00% | +1,395+24.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,212 | $1.91M | 0.03% | +4+0.1% | Added |
| Ossiam | 7,244 | $1.92M | 0.03% | −104,490−93.5% | Reduced |
| Smith, Salley & Associates | 7,321 | $1.94M | 0.13% | +44+0.6% | Added |
| Profund Advisors LLC | 7,346 | $1.94M | 0.08% | −181−2.4% | Reduced |
| Venture Visionary Partners LLC | 7,387 | $1.95M | 0.08% | +280+3.9% | Added |
| WBH Advisory Inc | 7,417 | $1.96M | 0.18% | −354−4.6% | Reduced |
| GWN Securities Inc. | 7,461 | $1.96M | 0.11% | +6,512+686.2% | Added |
| Benin Management CORP | 7,538 | $1.99M | 0.57% | +25+0.3% | Added |
| Mitchell McLeod Pugh & Williams Inc | 7,617 | $2.01M | 0.42% | +5+0.1% | Added |
| Cary Street Partners Financial LLC | 7,684 | $2.03M | 0.06% | −450−5.5% | Reduced |
| Fayez Sarofim & Co | 7,688 | $2.03M | 0.01% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 7,713 | $2.04M | 0.02% | +187+2.5% | Added |
| Naples Global Advisors, LLC | 7,782 | $2.06M | 0.20% | −215−2.7% | Reduced |
| FRG Family Wealth Advisors LLC | 7,900 | $2.09M | 0.40% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 7,910 | $2.09M | 0.05% | +9+0.1% | Added |
| Choate Investment Advisors | 7,911 | $2.09M | 0.05% | +21+0.3% | Added |
| Snowden Capital Advisors LLC | 7,923 | $2.10M | 0.07% | −339−4.1% | Reduced |
| Dakota Wealth Management | 7,937 | $2.10M | 0.05% | −14−0.2% | Reduced |
| Vestcor Inc | 7,950 | $2.10M | 0.07% | −54−0.7% | Reduced |
| National Asset Management, Inc. | 7,965 | $2.11M | 0.06% | +7,965 | New |
| Entropy Technologies, LP | 7,965 | $2.11M | 0.21% | −2,737−25.6% | Reduced |
| Focus Financial Network, Inc. | 7,984 | $2.11M | 0.09% | +8+0.1% | Added |
| Capital Wealth Planning, LLC | 8,000 | $2.12M | 0.02% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 8,031 | $2.12M | 0.00% | +27+0.3% | Added |
| Lido Advisors, LLC | 8,047 | $2.13M | 0.01% | +1,409+21.2% | Added |
| Tower Research Capital LLC (TRC) | 8,095 | $2.14M | 0.06% | −15,156−65.2% | Reduced |
| Bank & Trust Co | 8,105 | $2.14M | 1.75% | −249−3.0% | Reduced |
| Empirical Finance, LLC | 8,120 | $2.15M | 0.13% | +157+2.0% | Added |