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 |
|---|---|---|---|---|---|
| Financial Advisory Service, Inc. | 12,939 | $3.42M | 0.28% | +609+4.9% | Added |
| Mirae Asset Securities (USA) Inc. | 13,033 | $3.45M | 0.15% | +13,033 | New |
| Horizon Investments, LLC | 13,105 | $3.47M | 0.10% | +931+7.6% | Added |
| Gulf International Bank (UK) Ltd | 13,121 | $3.47M | 0.12% | −4,944−27.4% | Reduced |
| Diversified Trust Co | 13,125 | $3.47M | 0.09% | +33+0.3% | Added |
| Summit Global Investments | 13,156 | $3.48M | 0.25% | +13,156 | New |
| Rossmore Private Capital | 13,253 | $3.50M | 0.43% | −119−0.9% | Reduced |
| Hancock Whitney Corp | 13,288 | $3.51M | 0.11% | −212−1.6% | Reduced |
| Icon Wealth Advisors, LLC | 13,361 | $3.53M | 0.29% | +280+2.1% | Added |
| Nomura Holdings Inc | 13,383 | $3.54M | 0.02% | −35,536−72.6% | Reduced |
| Jupiter Asset Management Ltd | 13,544 | $3.58M | 0.03% | −62,158−82.1% | Reduced |
| Fulton Bank, N.A. | 13,579 | $3.59M | 0.14% | −709−5.0% | Reduced |
| MAI Capital Management | 13,609 | $3.60M | 0.03% | −94−0.7% | Reduced |
| NEOS Investment Management LLC | 13,667 | $3.61M | 0.07% | +2,504+22.4% | Added |
| IFP Advisors, Inc | 13,672 | $3.62M | 0.11% | +562+4.3% | Added |
| Kingsview Wealth Management, LLC | 13,807 | $3.65M | 0.07% | −267−1.9% | Reduced |
| Prudential PLC | 13,869 | $3.67M | 0.02% | −20,621−59.8% | Reduced |
| Hartford Investment Management Co | 13,915 | $3.68M | 0.13% | −144−1.0% | Reduced |
| Qsemble Capital Management, LP | 14,118 | $3.73M | 0.40% | +14,118 | New |
| La Banque Postale Asset Management SA | 14,145 | $3.74M | 0.06% | +14,145 | New |
| Baker Avenue Asset Management, LP | 14,182 | $3.75M | 0.12% | +45+0.3% | Added |
| Siemens Fonds Invest GmbH | 14,316 | $3.79M | 0.26% | −85−0.6% | Reduced |
| CAPROCK Group, Inc. | 14,367 | $3.80M | 0.12% | +421+3.0% | Added |
| Generali Asset Management SPA SGR | 14,406 | $3.81M | 0.09% | +689+5.0% | Added |
| Lincoln Capital LLC | 14,621 | $3.82M | 0.80% | −48−0.3% | Reduced |
| 1st Source Bank | 14,723 | $3.89M | 0.23% | −118−0.8% | Reduced |
| Atria Wealth Solutions, Inc. | 14,788 | $3.91M | 0.05% | −2,467−14.3% | Reduced |
| ING Groep NV | 14,808 | $3.92M | 0.03% | −90−0.6% | Reduced |
| RSM US Wealth Management LLC | 14,915 | $3.94M | 0.06% | −556−3.6% | Reduced |
| Cubist Systematic Strategies, LLC | 15,029 | $3.97M | 0.05% | +10,403+224.9% | Added |
| Shell Asset Management Co | 15,035 | $3.98M | 0.19% | −419−2.7% | Reduced |
| BKD Wealth Advisors, LLC | 15,079 | $3.99M | 0.10% | +921+6.5% | Added |
| TownSquare Capital, LLC | 15,096 | $3.99M | 0.04% | +3,969+35.7% | Added |
| Unison Advisors LLC | 15,373 | $4.07M | 0.52% | +66+0.4% | Added |
| Kentucky Retirement Systems | 15,438 | $4.08M | 0.12% | −225−1.4% | Reduced |
| Asset Dedication, LLC | 15,470 | $4.09M | 0.33% | −571−3.6% | Reduced |
| Romano Brothers and Company | 15,525 | $4.11M | 0.53% | −50.0% | Reduced |
| Slow Capital, Inc. | 15,583 | $4.12M | 0.55% | +198+1.3% | Added |
| Empire Financial Management Company, LLC | 15,591 | $4.12M | 1.27% | +509+3.4% | Added |
| Osborne Partners Capital Management, LLC | 15,678 | $4.15M | 0.24% | −700−4.3% | Reduced |
| New Age Alpha Advisors, LLC | 15,716 | $4.16M | 0.19% | −1,153−6.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 15,936 | $4.21M | 0.02% | −1,067−6.3% | Reduced |
| Omers Administration Corp | 15,984 | $4.23M | 0.04% | +944+6.3% | Added |
| Principle Wealth Partners LLC | 15,997 | $4.23M | 0.30% | −873−5.2% | Reduced |
| Applied Capital LLC | 16,099 | $4.26M | 3.42% | −66−0.4% | Reduced |
| Leuthold Group, LLC | 16,122 | $4.26M | 0.55% | −903−5.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 16,249 | $4.30M | 0.01% | +10,347+175.3% | Added |
| CIBC Private Wealth Group, LLC | 18,302 | $4.33M | 0.01% | −948−4.9% | Reduced |
| Prospera Financial Services Inc | 16,373 | $4.33M | 0.10% | +1,060+6.9% | Added |
| Hallmark Capital Management Inc | 16,481 | $4.36M | 0.33% | −413−2.4% | Reduced |
| Argent Trust Co | 16,546 | $4.38M | 0.18% | +458+2.8% | Added |
| Avanza Fonder AB | 16,552 | $4.38M | 0.14% | −2,703−14.0% | Reduced |
| DRW Securities, LLC | 16,666 | $4.41M | 0.37% | +15,205+1,040.7% | Added |
| GLOBALT Investments LLC | 16,717 | $4.42M | 0.18% | −26−0.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 16,788 | $4.44M | 0.02% | +3,479+26.1% | Added |
| CFC Planning Co LLC | 16,813 | $4.45M | 4.86% | +1,343+8.7% | Added |
| Patton Fund Management, Inc. | 16,915 | $4.47M | 1.08% | −4,977−22.7% | Reduced |
| Gunderson Capital Management Inc. | 17,143 | $4.53M | 2.92% | +1,297+8.2% | Added |
| Miracle Mile Advisors, LLC | 17,400 | $4.60M | 0.09% | −63−0.4% | Reduced |
| Fifth Third Bancorp | 17,416 | $4.61M | 0.02% | −332−1.9% | Reduced |
| Lee Danner & Bass Inc | 17,433 | $4.61M | 0.37% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 17,525 | $4.63M | 0.05% | +1,610+10.1% | Added |
| Teachers Retirement System of the State of Kentucky | 17,537 | $4.64M | 0.04% | +634+3.8% | Added |
| HB Wealth Management, LLC | 17,608 | $4.66M | 0.04% | +4,045+29.8% | Added |
| Sawyer & Company, Inc | 17,623 | $4.66M | 1.88% | −1,406−7.4% | Reduced |
| Colony Group, LLC | 17,836 | $4.72M | 0.01% | +1,381+8.4% | Added |
| Sheaff Brock Investment Advisors, LLC | 17,875 | $4.73M | 0.43% | −444−2.4% | Reduced |
| UniSuper Management Pty Ltd | 17,904 | $4.73M | 0.04% | +405+2.3% | Added |
| KCM Investment Advisors LLC | 17,966 | $4.75M | 0.17% | −3,401−15.9% | Reduced |
| Meridian Investment Counsel Inc. | 17,978 | $4.75M | 1.40% | −200−1.1% | Reduced |
| Railway Pension Investments Ltd | 18,000 | $4.76M | 0.07% | +11,000+157.1% | Added |
| Mizuho Securities USA LLC | 18,154 | $4.80M | 0.10% | −3,362−15.6% | Reduced |
| Brinker Capital Investments, LLC | 18,218 | $4.82M | 0.05% | −440−2.4% | Reduced |
| Orion Portfolio Solutions, LLC | 18,218 | $4.82M | 0.05% | −440−2.4% | Reduced |
| CIBC World Markets Inc. | 18,346 | $4.85M | 0.01% | +15,740+604.0% | Added |
| Vestmark Advisory Solutions, Inc. | 18,402 | $4.87M | 0.13% | +9,017+96.1% | Added |
| Thompson Siegel & Walmsley LLC | 18,420 | $4.87M | 0.08% | 00.0% | Unchanged |
| Arjuna Capital | 18,467 | $4.88M | 1.35% | −1,935−9.5% | Reduced |
| Elevate Capital Advisors, LLC | 18,560 | $4.91M | 4.54% | −649−3.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 18,718 | $4.95M | 0.30% | +941+5.3% | Added |
| Strategic Planning Group, LLC | 18,834 | $4.98M | 0.97% | +1,994+11.8% | Added |
| Capital Fund Management S.A. | 18,848 | $4.98M | 0.06% | −57,690−75.4% | Reduced |
| Northwest Bancshares, Inc. | 18,954 | $5.01M | 0.92% | −377−2.0% | Reduced |
| RNC Capital Management LLC | 19,254 | $5.09M | 0.26% | −658−3.3% | Reduced |
| Cresset Asset Management, LLC | 19,303 | $5.10M | 0.03% | −1,339−6.5% | Reduced |
| Wellington Management Group LLP | 19,480 | $5.15M | 0.00% | +1,551+8.7% | Added |
| Oregon Public Employees Retirement Fund | 19,539 | $5.17M | 0.10% | +110+0.6% | Added |
| B&L Asset Management LLC | 19,554 | $5.17M | 3.39% | −1,899−8.9% | Reduced |
| Foster & Motley Inc | 19,781 | $5.23M | 0.33% | −543−2.7% | Reduced |
| Ferguson Wellman Capital Management, Inc | 19,845 | $5.25M | 0.10% | +359+1.8% | Added |
| SGL Investment Advisors, Inc. | 19,388 | $5.25M | 2.71% | −501−2.5% | Reduced |
| Atria Investments LLC | 19,855 | $5.25M | 0.07% | −289−1.4% | Reduced |
| Achmea Investment Management B.V. | 20,008 | $5.29M | 0.08% | +190+1.0% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $5.32M | 1.68% | 00.0% | Unchanged |
| tru Independence LLC | 20,153 | $5.33M | 1.65% | +265+1.3% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 20,155 | $5.33M | 0.86% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 20,267 | $5.36M | 0.06% | −1,410−6.5% | Reduced |
| Nordea Investment Management AB | 20,250 | $5.36M | 0.01% | −625,400−96.9% | Reduced |
| Wealthfront Advisers LLC | 20,284 | $5.36M | 0.01% | +3,306+19.5% | Added |
| Rakuten Investment Management, Inc. | 20,731 | $5.43M | 0.02% | +20,731 | New |