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; 1,869 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
- 1,645
- +82 vs. Q4 2024
- Shares held
- 188.2M
- +72.5K (0.0%) vs. Q4 2024
- Total value
- $49.8B
- +$4.47B (+9.9%) vs. Q4 2024
- New holders
- 179
- 537 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 | 1,869 | $61.0B |
| Q1 2026 | 1,805 | $52.1B |
| Q4 2025 | 1,780 | $53.8B |
| Q3 2025 | 1,681 | $51.9B |
| Q2 2025 | 1,639 | $50.7B |
| Q1 2025 | 1,645 | $49.8B |
| Q4 2024 | 1,590 | $45.6B |
| Q3 2024 | 1,471 | $44.0B |
| Q2 2024 | 1,415 | $38.8B |
| Q1 2024 | 1,452 | $43.6B |
| Q4 2023 | 1,334 | $36.0B |
| Q3 2023 | 1,260 | $30.5B |
| Q2 2023 | 1,288 | $32.5B |
| Q1 2023 | 1,270 | $32.3B |
| Q4 2022 | 1,304 | $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 |
|---|---|---|---|---|---|
| Crowley Wealth Management, Inc. | 77 | $20.4K | 0.02% | 00.0% | Unchanged |
| NewSquare Capital LLC | 80 | $21.2K | 0.00% | +72+900.0% | Added |
| Riverview Trust Co | 82 | $21.7K | 0.02% | −5−5.7% | Reduced |
| Semmax Financial Advisors Inc. | 82 | $22.1K | 0.01% | +1+1.2% | Added |
| Toth Financial Advisory Corp | 85 | $22.5K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 86 | $22.7K | 0.01% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 86 | $22.7K | 0.02% | +86 | New |
| Runnymede Capital Advisors, Inc. | 88 | $23.3K | 0.02% | 00.0% | Unchanged |
| Saudi Central Bank | 89 | $23.5K | 0.12% | +89 | New |
| FSA Wealth Management LLC | 90 | $23.7K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 90 | $23.8K | 0.01% | −14−13.5% | Reduced |
| Red Tortoise LLC | 91 | $23.9K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 96 | $24.9K | 0.01% | +84+700.0% | Added |
| Creative Financial Designs Inc | 95 | $25.1K | 0.00% | +28+41.8% | Added |
| Global Trust Asset Management, LLC | 100 | $26.4K | 0.02% | −1,234−92.5% | Reduced |
| Lavaca Capital LLC | 100 | $26.4K | 0.01% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 100 | $26.4K | 0.01% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 100 | $26.4K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 100 | $26.4K | 0.01% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 100 | $26.4K | 0.01% | +100 | New |
| Whipplewood Advisors, LLC | 64 | $26.7K | 0.02% | −37−36.6% | Reduced |
| Loomis Sayles & Co L P | 102 | $27.0K | 0.00% | −169−62.4% | Reduced |
| Continuum Advisory, LLC | 104 | $27.5K | 0.00% | −216−67.5% | Reduced |
| Luken Investment Analytics, LLC | 106 | $28.0K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 106 | $28.1K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 107 | $28.2K | 0.00% | +16+17.6% | Added |
| Millstone Evans Group, LLC | 107 | $28.3K | 0.02% | +15+16.3% | Added |
| New England Capital Financial Advisors LLC | 110 | $29.1K | 0.01% | 00.0% | Unchanged |
| Putney Financial Group LLC | 110 | $29.1K | 0.03% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 111 | $29.4K | 0.04% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 113 | $29.9K | 0.02% | −392−77.6% | Reduced |
| YANKCOM Partnership | 113 | $29.9K | 0.02% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 115 | $30.4K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 116 | $30.7K | 0.01% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 120 | $31.7K | 0.00% | +120 | New |
| Nalls Sherbakoff Group, LLC | 120 | $31.7K | 0.03% | +120 | New |
| Beacon Capital Management, LLC | 122 | $32.3K | 0.00% | −12−9.0% | Reduced |
| Park Place Capital Corp | 124 | $32.8K | 0.01% | +5+4.2% | Added |
| GW&K Investment Management, LLC | 123 | $33.0K | 0.00% | −41−25.0% | Reduced |
| Capital Analysts, LLC | 122 | $33.0K | 0.00% | +87+248.6% | Added |
| Hughes Financial Services, LLC | 125 | $33.1K | 0.01% | +125 | New |
| eCIO, Inc. | 127 | $33.6K | 0.01% | +127 | New |
| West Branch Capital LLC | 129 | $34.1K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 135 | $35.8K | 0.02% | +33+32.4% | Added |
| Wood Tarver Financial Group, LLC | 137 | $36.2K | 0.01% | 00.0% | Unchanged |
| Rogco, LP | 138 | $36.5K | 0.01% | −205−59.8% | Reduced |
| American National Bank | 138 | $36.5K | 0.00% | −12−8.0% | Reduced |
| Laurel Wealth Advisors LLC | 138 | $36.5K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 139 | $36.8K | 0.00% | −4−2.8% | Reduced |
| North Star Investment Management Corp. | 143 | $37.8K | 0.00% | 00.0% | Unchanged |
| Trust Co | 144 | $38.1K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 144 | $38.1K | 0.00% | +75+108.7% | Added |
| American Capital Advisory, LLC | 144 | $38.1K | 0.02% | +2+1.4% | Added |
| Fortitude Family Office, LLC | 145 | $38.3K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 149 | $39.5K | 0.01% | −12−7.5% | Reduced |
| Wellington Shields Capital Management, LLC | 150 | $39.7K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 150 | $39.7K | 0.01% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 150 | $39.7K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 152 | $40.2K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 152 | $40.2K | 0.01% | 00.0% | Unchanged |
| Generali Investments, Management Co LLC | 152 | $40.2K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 163 | $43.1K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 164 | $43.4K | 0.01% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 165 | $43.6K | 0.02% | 00.0% | Unchanged |
| True Wealth Design, LLC | 169 | $44.8K | 0.02% | +48+39.7% | Added |
| First PREMIER Bank | 170 | $45.0K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 175 | $46.3K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 182 | $48.1K | 0.04% | +1+0.6% | Added |
| First Command Advisory Services, Inc. | 185 | $48.9K | 0.00% | +27+17.1% | Added |
| Glass Jacobson Investment Advisors llc | 205 | $49.4K | 0.02% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 191 | $50.5K | 0.01% | −13−6.4% | Reduced |
| Ogorek Anthony Joseph | 195 | $51.0K | 0.02% | +134+219.7% | Added |
| Knights of Columbus Asset Advisors LLC | 200 | $52.9K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 200 | $52.9K | 0.01% | 00.0% | Unchanged |
| Pandora Wealth, Inc. | 200 | $52.9K | 0.03% | +200 | New |
| Vestor Capital, LLC | 200 | $53.0K | 0.00% | −5−2.4% | Reduced |
| Park Square Financial Group, LLC | 202 | $53.4K | 0.04% | −1−0.5% | Reduced |
| Princeton Global Asset Management LLC | 202 | $53.4K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 205 | $54.2K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 206 | $54.4K | 0.00% | +1+0.5% | Added |
| WPG Advisers, LLC | 206 | $54.5K | 0.05% | −108−34.4% | Reduced |
| Colonial Trust Advisors | 210 | $55.4K | 0.00% | +1+0.5% | Added |
| Wolff Wiese Magana LLC | 212 | $56.1K | 0.04% | +52+32.5% | Added |
| Opal Wealth Advisors, LLC | 214 | $56.6K | 0.02% | +214 | New |
| Piscataqua Savings Bank | 218 | $57.6K | 0.05% | −19−8.0% | Reduced |
| Hexagon Capital Partners LLC | 220 | $58.2K | 0.01% | −81−26.9% | Reduced |
| Edmond de Rothschild Holding S.A. | 221 | $58.4K | 0.00% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 226 | $60.0K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 229 | $60.6K | 0.05% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 238 | $62.9K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 244 | $64.4K | 0.03% | 00.0% | Unchanged |
| Kennebec Savings Bank | 244 | $64.5K | 0.07% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 247 | $65.3K | 0.01% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 250 | $66.1K | 0.04% | 00.0% | Unchanged |
| Monetary Management Group Inc | 251 | $66.4K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 260 | $68.8K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 265 | $70.1K | 0.01% | +1+0.4% | Added |
| Quarry LP | 270 | $71.4K | 0.02% | +80+42.1% | Added |
| Main Street Group, LTD | 272 | $71.6K | 0.03% | +18+7.1% | Added |
| Hartford Financial Management Inc. | 278 | $73.5K | 0.02% | 00.0% | Unchanged |