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 |
|---|---|---|---|---|---|
| Culbertson A N & Co Inc | 20,623 | $5.45M | 0.87% | +40+0.2% | Added |
| Pinnacle Associates Ltd | 20,725 | $5.48M | 0.08% | −86−0.4% | Reduced |
| J. W. Coons Advisors, LLC | 20,750 | $5.49M | 1.45% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 20,821 | $5.51M | 0.45% | −1,142−5.2% | Reduced |
| Patton Albertson Miller Group, LLC | 21,155 | $5.59M | 0.83% | −4,796−18.5% | Reduced |
| Garland Capital Management Inc | 21,210 | $5.61M | 5.25% | −3,625−14.6% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 21,230 | $5.61M | 0.96% | +21,230 | New |
| Liberty One Investment Management, LLC | 21,258 | $5.62M | 0.57% | +968+4.8% | Added |
| Verdence Capital Advisors LLC | 21,323 | $5.64M | 0.43% | −3,964−15.7% | Reduced |
| HM Payson & Co | 21,418 | $5.66M | 0.10% | −152−0.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 21,461 | $5.68M | 0.05% | +196+0.9% | Added |
| Cullinan Associates Inc | 21,502 | $5.69M | 0.40% | +3,653+20.5% | Added |
| Norinchukin Bank, The | 21,502 | $5.69M | 0.10% | +1,713+8.7% | Added |
| Brevan Howard Capital Management LP | 21,605 | $5.71M | 0.16% | +13,546+168.1% | Added |
| Castellan Group, LLC | 21,651 | $5.73M | 1.60% | +21,651 | New |
| Candriam Luxembourg S.C.A. | 21,781 | $5.76M | 0.04% | −3,474−13.8% | Reduced |
| Vinva Investment Management Ltd | 22,223 | $5.82M | 0.24% | +3,963+21.7% | Added |
| Citizens Business Bank | 22,003 | $5.82M | 1.26% | −9,789−30.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 22,052 | $5.83M | 0.15% | +821+3.9% | Added |
| Meyer Handelman Co | 22,400 | $5.92M | 0.21% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 23,056 | $6.10M | 0.57% | −431−1.8% | Reduced |
| Private Advisor Group, LLC | 23,526 | $6.22M | 0.04% | −110−0.5% | Reduced |
| Gotham Asset Management, LLC | 23,705 | $6.27M | 0.05% | −6,985−22.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 24,054 | $6.36M | 0.49% | +16,521+219.3% | Added |
| MML Investors Services, LLC | 24,199 | $6.40M | 0.02% | +2,350+10.8% | Added |
| Peapack Gladstone Financial Corp | 24,342 | $6.44M | 0.10% | −660−2.6% | Reduced |
| Freestone Capital Holdings, LLC | 24,446 | $6.46M | 0.24% | +357+1.5% | Added |
| Steel Peak Wealth Management LLC | 24,463 | $6.47M | 0.28% | +11,089+82.9% | Added |
| Northwestern Mutual Wealth Management Co | 24,612 | $6.51M | 0.01% | −866−3.4% | Reduced |
| Te Ahumairangi Investment Management Ltd | 24,736 | $6.54M | 1.38% | −1,510−5.8% | Reduced |
| Commerce Bank | 24,993 | $6.61M | 0.04% | +2,126+9.3% | Added |
| Umb Bank N A | 25,307 | $6.69M | 0.11% | −86,957−77.5% | Reduced |
| Capital City Trust Co | 25,473 | $6.74M | 1.85% | −1,206−4.5% | Reduced |
| Graham Capital Management, L.P. | 25,474 | $6.74M | 0.21% | +25,474 | New |
| Groupe la Francaise | 25,716 | $6.76M | 0.14% | +2,621+11.3% | Added |
| GWM Advisors LLC | 25,613 | $6.77M | 0.04% | −5,964−18.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 25,680 | $6.79M | 0.20% | −1,925−7.0% | Reduced |
| Mutual of America Capital Management LLC | 26,368 | $6.97M | 0.08% | −829−3.0% | Reduced |
| Palisade Asset Management, LLC | 26,458 | $7.00M | 0.72% | −530−2.0% | Reduced |
| Investment Management Corp of Ontario | 26,685 | $7.06M | 0.14% | +100+0.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 26,725 | $7.07M | 0.02% | +2,680+11.1% | Added |
| KWMG, LLC | 26,746 | $7.07M | 0.72% | −105−0.4% | Reduced |
| Rockefeller Capital Management L.P. | 27,187 | $7.19M | 0.02% | +3,013+12.5% | Added |
| Fisher Funds Management LTD | 27,911 | $7.38M | 0.18% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 28,088 | $7.43M | 0.63% | +47+0.2% | Added |
| Avantax Advisory Services, Inc. | 28,122 | $7.44M | 0.05% | −551−1.9% | Reduced |
| Nissay Asset Management Corp | 28,362 | $7.50M | 0.05% | +233+0.8% | Added |
| Empowered Funds, LLC | 28,910 | $7.65M | 0.11% | +8,639+42.6% | Added |
| Elo Mutual Pension Insurance Co | 29,031 | $7.68M | 0.17% | +6,038+26.3% | Added |
| Compagnie Lombard Odier SCmA | 29,500 | $7.80M | 0.10% | +29,500 | New |
| Olstein Capital Management, L.P. | 30,000 | $7.93M | 1.46% | −2,000−6.3% | Reduced |
| Blair William & Co | 30,734 | $8.13M | 0.02% | −574−1.8% | Reduced |
| Public Employees Retirement Association of Colorado | 31,158 | $8.24M | 0.04% | −81−0.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 31,587 | $8.35M | 0.06% | −9,519−23.2% | Reduced |
| Engineers Gate Manager LP | 31,692 | $8.38M | 0.14% | −17,605−35.7% | Reduced |
| Xponance, Inc. | 31,992 | $8.46M | 0.08% | −104−0.3% | Reduced |
| JustInvest LLC | 32,274 | $8.54M | 0.13% | +1,031+3.3% | Added |
| Gateway Investment Advisers LLC | 32,316 | $8.55M | 0.10% | +434+1.4% | Added |
| Guggenheim Capital LLC | 32,719 | $8.65M | 0.08% | −12,440−27.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 32,852 | $8.69M | 0.09% | −376−1.1% | Reduced |
| Chemung Canal Trust Co | 32,962 | $8.72M | 1.92% | +9,354+39.6% | Added |
| New York Life Investment Management LLC | 33,490 | $8.86M | 0.09% | −187−0.6% | Reduced |
| Yousif Capital Management, LLC | 33,583 | $8.88M | 0.10% | −704−2.1% | Reduced |
| USS Investment Management Ltd | 33,886 | $8.96M | 0.07% | −5,700−14.4% | Reduced |
| Independent Advisor Alliance | 34,180 | $9.04M | 0.30% | −3,386−9.0% | Reduced |
| Sienna Gestion | 35,797 | $9.20M | 0.76% | −4,762−11.7% | Reduced |
| Ieq Capital, LLC | 35,097 | $9.28M | 0.07% | +12,515+55.4% | Added |
| Hantz Financial Services, Inc. | 35,142 | $9.29M | 0.16% | −1,167−3.2% | Reduced |
| Kestra Advisory Services, LLC | 35,259 | $9.32M | 0.05% | −1,861−5.0% | Reduced |
| Perigon Wealth Management, LLC | 35,612 | $9.42M | 0.24% | +202+0.6% | Added |
| Palmer Knight Co | 35,785 | $9.46M | 4.60% | −664−1.8% | Reduced |
| Benedict Financial Advisors Inc | 35,896 | $9.49M | 2.20% | −275−0.8% | Reduced |
| Ritholtz Wealth Management | 35,985 | $9.52M | 0.28% | +950+2.7% | Added |
| Carret Asset Management, LLC | 36,099 | $9.55M | 1.08% | −45−0.1% | Reduced |
| Brown Advisory Inc | 36,379 | $9.62M | 0.01% | +239+0.7% | Added |
| Commerzbank Aktiengesellschaft | 36,646 | $9.69M | 0.23% | +3,391+10.2% | Added |
| Raiffeisen Bank International AG | 37,173 | $9.73M | 0.16% | +3,527+10.5% | Added |
| Murphy Pohlad Asset Management LLC | 36,825 | $9.74M | 4.13% | −900−2.4% | Reduced |
| Aviance Capital Partners, LLC | 36,845 | $9.74M | 1.37% | −231−0.6% | Reduced |
| PGGM Investments | 36,901 | $9.76M | 0.13% | 00.0% | Unchanged |
| Utah Retirement Systems | 37,422 | $9.90M | 0.11% | −485−1.3% | Reduced |
| Talbot Financial, LLC | 37,708 | $9.97M | 1.25% | −29,035−43.5% | Reduced |
| Citizens Financial Group Inc | 37,925 | $10.0M | 0.20% | −673−1.7% | Reduced |
| Stansberry Asset Management, LLC | 37,971 | $10.0M | 1.21% | +1,868+5.2% | Added |
| Goelzer Investment Management, Inc. | 38,450 | $10.2M | 0.59% | −259−0.7% | Reduced |
| Lazard Asset Management LLC | 38,733 | $10.2M | 0.02% | +33,973+713.7% | Added |
| First National Bank of Omaha | 38,773 | $10.3M | 0.70% | −623−1.6% | Reduced |
| Bradley Foster & Sargent Inc | 39,416 | $10.4M | 0.18% | +618+1.6% | Added |
| Marshall Wace, LLP | 39,610 | $10.5M | 0.01% | +39,610 | New |
| Quantinno Capital Management LP | 39,905 | $10.6M | 0.07% | +20,276+103.3% | Added |
| Swiss Life Asset Management Ltd | 40,186 | $10.6M | 0.08% | −18,347−31.3% | Reduced |
| Captrust Financial Advisors | 40,246 | $10.6M | 0.03% | +7,136+21.6% | Added |
| Banco Santander, S.A. | 40,558 | $10.7M | 0.12% | −26,131−39.2% | Reduced |
| Shorepoint Capital Partners LLC | 40,808 | $10.8M | 2.44% | −2,327−5.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 41,221 | $10.9M | 0.16% | −180.0% | Reduced |
| First Manhattan Co | 41,685 | $11.0M | 0.03% | −25−0.1% | Reduced |
| Forsta Ap-Fonden | 41,800 | $11.1M | 0.08% | −6,200−12.9% | Reduced |
| Tiaa Trust, National Association | 41,857 | $11.1M | 0.03% | −2,714−6.1% | Reduced |
| IFM Investors Pty Ltd | 42,258 | $11.2M | 0.12% | 00.0% | Unchanged |
| Varma Mutual Pension Insurance Co | 42,447 | $11.2M | 0.10% | −4,200−9.0% | Reduced |