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 |
|---|---|---|---|---|---|
| Cim, LLC | 8,131 | $2.15M | 0.32% | +8,131 | New |
| Pinnacle Holdings, LLC | 8,312 | $2.20M | 0.84% | −381−4.4% | Reduced |
| GAMMA Investing LLC | 8,332 | $2.20M | 0.17% | +1,277+18.1% | Added |
| Jacobi Capital Management LLC | 8,400 | $2.22M | 0.16% | +359+4.5% | Added |
| 1832 Asset Management L.P. | 8,488 | $2.24M | 0.00% | −362−4.1% | Reduced |
| Banque Cantonale Vaudoise | 8,487 | $2.25M | 0.10% | +8,487 | New |
| First National Trust Co | 8,531 | $2.26M | 0.09% | −1,051−11.0% | Reduced |
| Kimelman & Baird, LLC | 8,536 | $2.26M | 0.19% | +8,536 | New |
| Aster Capital Management (DIFC) Ltd | 8,741 | $2.26M | 0.42% | +7,591+660.1% | Added |
| Stonegate Investment Group, LLC | 8,548 | $2.26M | 0.06% | −351−3.9% | Reduced |
| Resources Investment Advisors, LLC. | 8,638 | $2.28M | 0.03% | +961+12.5% | Added |
| First National Advisers, LLC | 8,661 | $2.29M | 0.37% | +769+9.7% | Added |
| Accredited Investors Inc. | 8,662 | $2.29M | 0.14% | +455+5.5% | Added |
| Weaver Capital Management LLC | 8,666 | $2.29M | 0.61% | −245−2.7% | Reduced |
| Canandaigua National Bank & Trust Co | 8,767 | $2.32M | 0.23% | −1,215−12.2% | Reduced |
| Argent Advisors, Inc. | 8,775 | $2.32M | 0.78% | +937+12.0% | Added |
| Oppenheimer & Co Inc | 8,794 | $2.33M | 0.04% | −205−2.3% | Reduced |
| Hilltop Holdings Inc. | 8,823 | $2.33M | 0.15% | +588+7.1% | Added |
| Tectonic Advisors LLC | 8,831 | $2.34M | 0.15% | +79+0.9% | Added |
| Buckingham Strategic Partners | 8,838 | $2.34M | 0.04% | +3,101+54.1% | Added |
| Atlantic Edge Private Wealth Management, LLC | 8,849 | $2.34M | 0.72% | −79−0.9% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 8,878 | $2.35M | 1.52% | −38−0.4% | Reduced |
| Webster Bank, N. A. | 8,919 | $2.36M | 0.26% | −401−4.3% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 8,585 | $2.37M | 0.13% | +8,585 | New |
| Atlantic Union Bankshares Corp | 9,021 | $2.39M | 0.14% | −83−0.9% | Reduced |
| Kestra Private Wealth Services, LLC | 9,060 | $2.40M | 0.04% | +1,538+20.4% | Added |
| Kovitz Investment Group Partners, LLC | 9,087 | $2.40M | 0.01% | +80+0.9% | Added |
| Moors & Cabot, Inc. | 9,091 | $2.40M | 0.12% | +608+7.2% | Added |
| United Capital Financial Advisers, LLC | 9,101 | $2.41M | 0.02% | +375+4.3% | Added |
| Savoie Capital LLC | 10,000 | $2.41M | 0.29% | 00.0% | Unchanged |
| Arrow Financial Corp | 9,117 | $2.41M | 0.27% | −79−0.9% | Reduced |
| Cornerstone Advisors, LLC | 9,200 | $2.43M | 0.10% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 9,307 | $2.46M | 0.01% | −8,024−46.3% | Reduced |
| Everence Capital Management Inc | 9,403 | $2.49M | 0.17% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 9,433 | $2.49M | 0.26% | −119−1.2% | Reduced |
| Twin Capital Management Inc | 9,478 | $2.51M | 0.29% | −196−2.0% | Reduced |
| Ostrum Asset Management | 9,558 | $2.53M | 0.13% | −1,922−16.7% | Reduced |
| Parsons Capital Management Inc | 9,586 | $2.54M | 0.14% | 00.0% | Unchanged |
| Sigma Planning Corp | 9,593 | $2.54M | 0.08% | −598−5.9% | Reduced |
| DSG Capital Advisors, LLC | 9,655 | $2.55M | 0.52% | 00.0% | Unchanged |
| HRT Financial LP | 9,688 | $2.56M | 0.02% | −6,636−40.7% | Reduced |
| Wesleyan Assurance Society | 9,740 | $2.58M | 0.19% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 9,801 | $2.59M | 0.28% | −245−2.4% | Reduced |
| Montag A & Associates Inc | 9,833 | $2.60M | 0.13% | −286−2.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 9,892 | $2.62M | 0.11% | −602−5.7% | Reduced |
| E. Ohman J:or Asset Management AB | 9,892 | $2.62M | 0.07% | −350−3.4% | Reduced |
| Erste Asset Management GmbH | 10,000 | $2.62M | 0.03% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 10,073 | $2.66M | 0.12% | +1,855+22.6% | Added |
| Toroso Investments, LLC | 10,132 | $2.68M | 0.02% | +1,008+11.0% | Added |
| Founders Financial Securities LLC | 10,246 | $2.68M | 0.23% | +813+8.6% | Added |
| Azimuth Capital Investment Management LLC | 10,139 | $2.68M | 0.11% | −1,065−9.5% | Reduced |
| White Pine Capital LLC | 10,324 | $2.73M | 0.95% | +255+2.5% | Added |
| Groupama Asset Managment | 10,514 | $2.75M | 0.06% | −411−3.8% | Reduced |
| Eagle Rock Investment Company, LLC | 10,425 | $2.76M | 0.47% | −2,886−21.7% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 10,548 | $2.79M | 0.99% | −199−1.9% | Reduced |
| New Mexico Educational Retirement Board | 10,578 | $2.80M | 0.10% | −300−2.8% | Reduced |
| Greenleaf Trust | 10,679 | $2.82M | 0.03% | +182+1.7% | Added |
| Maryland State Retirement & Pension System | 10,682 | $2.82M | 0.07% | −1,519−12.4% | Reduced |
| Agf Management Ltd | 10,698 | $2.83M | 0.01% | +528+5.2% | Added |
| Bessemer Group Inc | 10,713 | $2.83M | 0.01% | −5,690−34.7% | Reduced |
| GSB Wealth Management, LLC | 10,728 | $2.84M | 0.75% | +514+5.0% | Added |
| Crossmark Global Holdings, Inc. | 10,732 | $2.84M | 0.05% | +445+4.3% | Added |
| Pinnacle Financial Partners Inc | 11,048 | $2.84M | 0.06% | −198−1.8% | Reduced |
| Exeter Financial, LLC | 10,742 | $2.84M | 1.27% | +81+0.8% | Added |
| Peddock Capital Advisors, LLC | 10,855 | $2.87M | 0.73% | −145−1.3% | Reduced |
| Evercore Wealth Management, LLC | 10,914 | $2.89M | 0.05% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 10,917 | $2.89M | 0.13% | +10,917 | New |
| Granite Investment Partners, LLC | 11,038 | $2.92M | 0.15% | −1,116−9.2% | Reduced |
| Stephens Inc | 11,091 | $2.93M | 0.04% | −284−2.5% | Reduced |
| Tower Bridge Advisors | 11,213 | $2.97M | 0.33% | +360+3.3% | Added |
| Burney Co | 11,289 | $2.99M | 0.11% | −395−3.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 11,418 | $2.99M | 0.03% | −803−6.6% | Reduced |
| Natural Investments, LLC | 11,417 | $3.02M | 0.86% | −141−1.2% | Reduced |
| Kinneret Advisory, LLC | 11,456 | $3.03M | 0.31% | −40−0.3% | Reduced |
| Jefferies Financial Group Inc. | 11,459 | $3.03M | 0.05% | +10,031+702.5% | Added |
| Pacer Advisors, Inc. | 11,533 | $3.05M | 0.01% | −14,532−55.8% | Reduced |
| NewEdge Wealth, LLC | 11,598 | $3.07M | 0.06% | −435−3.6% | Reduced |
| Bryn Mawr Trust Co | 11,666 | $3.09M | 0.06% | −88−0.7% | Reduced |
| Acropolis Investment Management, LLC | 11,711 | $3.10M | 0.18% | −237−2.0% | Reduced |
| New Vernon Investment Management LLC | 11,735 | $3.10M | 4.15% | +8,750+293.1% | Added |
| Savant Capital, LLC | 11,772 | $3.11M | 0.03% | −439−3.6% | Reduced |
| Metis Global Partners, LLC | 11,784 | $3.12M | 0.09% | +1,049+9.8% | Added |
| Compass Wealth Management LLC | 11,792 | $3.12M | 0.80% | −200−1.7% | Reduced |
| Congress Wealth Management LLC | 11,865 | $3.14M | 0.04% | +2,129+21.9% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 11,951 | $3.16M | 0.18% | +1,360+12.8% | Added |
| Securian Asset Management, Inc | 11,983 | $3.17M | 0.10% | −200−1.6% | Reduced |
| Globeflex Capital L P | 12,000 | $3.17M | 0.29% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 12,051 | $3.19M | 0.14% | −950−7.3% | Reduced |
| D.A. Davidson & Co. | 12,106 | $3.20M | 0.03% | +99+0.8% | Added |
| Carnegie Capital Asset Management, LLC | 13,605 | $3.22M | 0.08% | +696+5.4% | Added |
| Sequoia Financial Advisors, LLC | 12,177 | $3.22M | 0.02% | +390+3.3% | Added |
| Louisiana State Employees Retirement System | 12,200 | $3.23M | 0.06% | 00.0% | Unchanged |
| Delta Financial Advisors LLC | 12,214 | $3.23M | 1.21% | +12,214 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 12,483 | $3.30M | 0.01% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 12,499 | $3.31M | 0.04% | +2,521+25.3% | Added |
| Merit Financial Group, LLC | 12,556 | $3.32M | 0.05% | +7,522+149.4% | Added |
| Garner Asset Management Corp | 12,599 | $3.33M | 1.46% | −632−4.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 12,779 | $3.38M | 0.01% | −4,144−24.5% | Reduced |
| Ballentine Partners, LLC | 12,805 | $3.39M | 0.06% | +157+1.2% | Added |
| Advisory Services Network, LLC | 12,938 | $3.42M | 0.07% | +1,118+9.5% | Added |