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 |
|---|---|---|---|---|---|
| Silvant Capital Management LLC | 279 | $73.8K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 285 | $75.4K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 290 | $76.7K | 0.03% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 295 | $78.0K | 0.08% | 00.0% | Unchanged |
| Bangor Savings Bank | 301 | $79.5K | 0.01% | +1+0.3% | Added |
| Capital Advisors, Ltd. LLC | 308 | $81.0K | 0.01% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 308 | $81.4K | 0.07% | +308 | New |
| IMA Wealth, Inc. | 308 | $81.5K | 0.01% | +308 | New |
| Peoples Financial Services Corp. | 309 | $81.7K | 0.04% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 310 | $82.0K | 0.02% | +4+1.3% | Added |
| Prestige Wealth Management Group LLC | 312 | $82.5K | 0.02% | −11−3.4% | Reduced |
| Bell Investment Advisors, Inc | 317 | $83.8K | 0.02% | +2+0.6% | Added |
| Y.D. More Investments Ltd | 319 | $84.4K | 0.01% | +39+13.9% | Added |
| Brown, Lisle/Cummings, Inc. | 320 | $84.6K | 0.02% | +31+10.7% | Added |
| Pacifica Partners Inc. | 322 | $84.7K | 0.04% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 334 | $88.4K | 0.03% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 340 | $89.9K | 0.03% | 00.0% | Unchanged |
| CKW Financial Group | 344 | $91.0K | 0.01% | +344 | New |
| Valued Wealth Advisors LLC | 344 | $91.1K | 0.05% | +8+2.4% | Added |
| Washington Trust Advisors, Inc. | 345 | $91.1K | 0.01% | +1+0.3% | Added |
| First Financial Corp | 351 | $92.8K | 0.04% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 358 | $94.7K | 0.00% | +13+3.8% | Added |
| First United Bank Trust | 359 | $94.9K | 0.04% | −5−1.4% | Reduced |
| GeoWealth Management, LLC | 369 | $97.6K | 0.00% | −407−52.4% | Reduced |
| Motco | 387 | $102.3K | 0.01% | +171+79.2% | Added |
| Old Point Trust & Financial Services N A | 420 | $111.1K | 0.04% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 422 | $111.6K | 0.02% | +50+13.4% | Added |
| Versant Capital Management, Inc | 427 | $112.9K | 0.02% | +175+69.4% | Added |
| TCTC Holdings, LLC | 437 | $115.6K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 446 | $117.8K | 0.11% | +446 | New |
| Financial Freedom, LLC | 464 | $122.8K | 0.07% | 00.0% | Unchanged |
| Hemington Wealth Management | 467 | $123.0K | 0.02% | +53+12.8% | Added |
| S.A. Mason LLC | 470 | $124.3K | 0.07% | +5+1.1% | Added |
| City Holding Co | 471 | $124.6K | 0.02% | −170−26.5% | Reduced |
| CVA Family Office, LLC | 481 | $127.2K | 0.02% | +39+8.8% | Added |
| Tanglewood Legacy Advisors, LLC | 500 | $132.2K | 0.06% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 500 | $132.2K | 0.09% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 500 | $132.2K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 507 | $134.1K | 0.05% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 511 | $135.1K | 0.01% | +11+2.2% | Added |
| Rocky Mountain Advisers, LLC | 515 | $136.2K | 0.04% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 523 | $138.5K | 0.09% | +523 | New |
| Deseret Mutual Benefit Administrators | 527 | $139.4K | 0.07% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 527 | $139.4K | 0.00% | +164+45.2% | Added |
| Harbor Investment Advisory, LLC | 531 | $140.4K | 0.01% | +133+33.4% | Added |
| CGC Financial Services, LLC | 536 | $141.8K | 0.06% | 00.0% | Unchanged |
| Covestor Ltd | 548 | $145.0K | 0.10% | +149+37.3% | Added |
| Estabrook Capital Management | 571 | $151.0K | 0.02% | −35−5.8% | Reduced |
| Leonteq Securities AG | 579 | $153.1K | 0.01% | +493+573.3% | Added |
| Sentry Investment Management LLC | 660 | $154.0K | 0.10% | −197−23.0% | Reduced |
| Heritage Wealth Advisors | 594 | $157.1K | 0.01% | −32−5.1% | Reduced |
| Spurstone Advisory Services, LLC | 596 | $157.6K | 3.07% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 600 | $158.7K | 0.13% | −50−7.7% | Reduced |
| Addison Advisors LLC | 608 | $160.8K | 0.04% | −169−21.8% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 619 | $163.8K | 0.06% | +1+0.2% | Added |
| Binnacle Investments Inc | 627 | $165.8K | 0.12% | +627 | New |
| Dougherty Wealth Advisers LLC | 628 | $166.1K | 0.12% | 00.0% | Unchanged |
| Adirondack Trust Co | 630 | $166.6K | 0.07% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 631 | $166.9K | 0.11% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 650 | $171.9K | 0.10% | +45+7.4% | Added |
| Quantbot Technologies LP | 658 | $174.0K | 0.01% | +658 | New |
| MV Capital Management, Inc. | 663 | $175.3K | 0.02% | −251−27.5% | Reduced |
| Clean Yield Group | 671 | $177.5K | 0.06% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 672 | $177.7K | 0.02% | +2+0.3% | Added |
| Fairscale Capital, LLC | 679 | $179.6K | 0.16% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 700 | $181.4K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 692 | $182.9K | 0.02% | +78+12.7% | Added |
| ORG Partners LLC | 735 | $194.4K | 0.05% | −107−12.7% | Reduced |
| Grove Bank & Trust | 736 | $194.6K | 0.03% | +92+14.3% | Added |
| Field & Main Bank | 743 | $196.5K | 0.07% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 753 | $199.1K | 0.03% | +204+37.2% | Added |
| Tompkins Financial Corp | 759 | $200.7K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 761 | $201.3K | 0.00% | +17+2.3% | Added |
| Vermillion Wealth Management, Inc. | 764 | $202.1K | 0.06% | +3+0.4% | Added |
| Fortitude Advisory Group L.L.C. | 802 | $202.4K | 0.15% | −38−4.5% | Reduced |
| Parisi Gray Wealth Management | 768 | $203.1K | 0.07% | +768 | New |
| Ameritas Advisory Services, LLC | 801 | $203.7K | 0.01% | +801 | New |
| Monterey Private Wealth, Inc. | 772 | $204.2K | 0.06% | +772 | New |
| Exchange Bank | 773 | $204.4K | 0.16% | +773 | New |
| Emerald Advisors, LLC | 775 | $204.9K | 0.03% | +775 | New |
| Avidian Wealth Solutions, LLC | 776 | $205.2K | 0.01% | +776 | New |
| Oarsman Capital, Inc. | 777 | $205.5K | 0.04% | −100−11.4% | Reduced |
| Lodestar Private Asset Management LLC | 777 | $205.5K | 0.03% | −78−9.1% | Reduced |
| AIMZ Investment Advisors, LLC | 778 | $205.7K | 0.07% | +778 | New |
| TD Waterhouse Canada Inc. | 779 | $205.8K | 0.00% | −4,616−85.6% | Reduced |
| Barnes Wealth Management Group, Inc | 779 | $206.0K | 0.13% | +779 | New |
| Pine Valley Investments Ltd Liability Co | 780 | $206.3K | 0.01% | +780 | New |
| Personal Cfo Solutions, LLC | 782 | $206.8K | 0.04% | −63−7.5% | Reduced |
| Sapient Capital LLC | 782 | $206.8K | 0.00% | +782 | New |
| McAdam, LLC | 784 | $207.3K | 0.01% | +784 | New |
| MEMBERS Trust Co | 785 | $207.6K | 0.01% | +785 | New |
| New England Research & Management, Inc. | 787 | $208.0K | 0.11% | +787 | New |
| Catalina Capital Group, LLC | 787 | $208.1K | 0.14% | −899−53.3% | Reduced |
| Portside Wealth Group, LLC | 788 | $208.4K | 0.03% | +788 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 790 | $208.9K | 0.41% | −16−2.0% | Reduced |
| Asset Allocation & Management Company, LLC | 790 | $209.0K | 0.11% | +790 | New |
| Moloney Securities Asset Management, LLC | 791 | $209.2K | 0.03% | +791 | New |
| CNB Bank | 794 | $210.0K | 0.11% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 795 | $210.2K | 0.04% | −55−6.5% | Reduced |
| New Wave Wealth Advisors LLC | 798 | $211.0K | 0.09% | −181−18.5% | Reduced |