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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.

Institutional holdersQ1 2025: 1,645 institutions
Q1 2021: 1,172 institutionsQ2 2021: 1,138 institutionsQ3 2021: 1,137 institutionsQ4 2021: 1,229 institutionsQ1 2022: 1,277 institutionsQ2 2022: 1,222 institutionsQ3 2022: 1,204 institutionsQ4 2022: 1,304 institutionsQ1 2023: 1,270 institutionsQ2 2023: 1,288 institutionsQ3 2023: 1,260 institutionsQ4 2023: 1,334 institutionsQ1 2024: 1,452 institutionsQ2 2024: 1,415 institutionsQ3 2024: 1,471 institutionsQ4 2024: 1,590 institutionsQ1 2025: 1,645 institutionsQ2 2025: 1,639 institutionsQ3 2025: 1,681 institutionsQ4 2025: 1,780 institutionsQ1 2026: 1,805 institutionsQ2 2026: 1,869 institutions
Value heldQ1 2025: $49.8B
Q1 2021: $31.5BQ2 2021: $31.0BQ3 2021: $31.1BQ4 2021: $31.3BQ1 2022: $36.0BQ2 2022: $33.1BQ3 2022: $29.7BQ4 2022: $36.0BQ1 2023: $32.3BQ2 2023: $32.5BQ3 2023: $30.5BQ4 2023: $36.0BQ1 2024: $43.6BQ2 2024: $38.8BQ3 2024: $44.0BQ4 2024: $45.6BQ1 2025: $49.8BQ2 2025: $50.7BQ3 2025: $51.9BQ4 2025: $53.8BQ1 2026: $52.1BQ2 2026: $61.0B
Institutions holding TRV and their total value by quarter
QuarterHoldersValue
Q2 20261,869$61.0B
Q1 20261,805$52.1B
Q4 20251,780$53.8B
Q3 20251,681$51.9B
Q2 20251,639$50.7B
Q1 20251,645$49.8B
Q4 20241,590$45.6B
Q3 20241,471$44.0B
Q2 20241,415$38.8B
Q1 20241,452$43.6B
Q4 20231,334$36.0B
Q3 20231,260$30.5B
Q2 20231,288$32.5B
Q1 20231,270$32.3B
Q4 20221,304$36.0B
Q3 20221,204$29.7B
Q2 20221,222$33.1B
Q1 20221,277$36.0B
Q4 20211,229$31.3B
Q3 20211,137$31.1B
Q2 20211,138$31.0B
Q1 20211,172$31.5B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Travelers Companies, Inc.; share changes are against Q4 2024.

Institutions holding TRV in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Logan Capital Management Inc800$211.6K0.01%00.0%Unchanged
Abacus Planning Group, Inc.800$211.6K0.04%+800New
Cahill Financial Advisors Inc800$211.6K0.03%+800New
Baldwin Investment Management, LLC801$211.8K0.03%+801New
XTX Topco Ltd806$213.2K0.01%+806New
Mayflower Financial Advisors, LLC806$213.2K0.03%+806New
Auxano Advisors, LLC807$213.4K0.06%+807New
Convergence Investment Partners, LLC807$213.5K0.06%−99−10.9%Reduced
Winthrop Advisory Group LLC808$213.8K0.03%+808New
QTR Family Wealth, LLC809$214.0K0.16%+809New
Horizons Wealth Management812$214.7K0.16%−31−3.7%Reduced
Walker Asset Management, LLC812$214.7K0.13%+812New
Wayfinding Financial, LLC814$215.0K0.09%+814New
Fountainhead AM, LLC814$215.3K0.04%+814New
Exchange Traded Concepts, LLC816$215.8K0.00%−3,086−79.1%Reduced
Pinnacle Wealth Planning Services, Inc.817$216.1K0.03%+817New
Main Street Financial Solutions, LLC818$216.4K0.02%+818New
Town & Country Bank & Trust CO dba First Bankers Trust CO819$216.6K0.09%+819New
Salem Investment Counselors Inc819$216.6K0.01%−86−9.5%Reduced
ORBA Wealth Advisors, L.L.C.825$218.2K0.11%+825New
First Citizens Bank & Trust Co826$218.4K0.01%+826New
Security National Bank of So Dak826$218.4K0.12%−34−4.0%Reduced
Milestone Asset Management Group, LLC827$218.7K0.20%−239−22.4%Reduced
Pflug Koory, LLC830$219.5K0.12%−30−3.5%Reduced
FourThought Financial Partners, LLC830$219.5K0.02%+830New
Valley National Advisers Inc833$220.0K0.04%+4+0.5%Added
Stokes Family Office, LLC832$220.0K0.02%−97−10.4%Reduced
Central Valley Advisors, LLC833$220.3K0.08%−999−54.5%Reduced
Sloy Dahl & Holst, LLC839$221.9K0.04%−275−24.7%Reduced
Apexium Financial, LP840$222.1K0.01%+840New
Financial Advisory Corp844$223.0K0.07%00.0%Unchanged
First Community Trust NA845$223.5K0.20%00.0%Unchanged
D L Carlson Investment Group Inc846$223.7K0.04%−65−7.1%Reduced
Fiduciary Alliance LLC847$223.9K0.02%−58−6.4%Reduced
Tilia Fiduciary Partners, Inc.847$224.1K0.15%+9+1.1%Added
Ridgecrest Wealth Partners, LLC849$224.5K0.12%00.0%Unchanged
Citizens National Bank Trust Department850$224.8K0.05%+100+13.3%Added
Great Diamond Partners, LLC851$225.1K0.06%−33−3.7%Reduced
Fiera Capital Corp851$225.1K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC851$225.1K0.10%+52+6.5%Added
First Western Trust Bank854$225.8K0.01%00.0%Unchanged
Linscomb & Williams, Inc.855$226.0K0.01%−41−4.6%Reduced
Freedom Financial Partners LLC860$227.3K0.11%+1+0.1%Added
bLong Financial, LLC860$227.4K0.20%00.0%Unchanged
Meridian Wealth Management, LLC861$227.8K0.01%−16−1.8%Reduced
Paces Ferry Wealth Advisors, LLC862$228.0K0.11%−11−1.3%Reduced
Valtinson Bruner Financial Planning LLC863$228.3K0.08%00.0%Unchanged
Ashton Thomas Securities, LLC865$228.8K0.06%+16+1.9%Added
Global Financial Private Client, LLC866$229.0K0.09%+23+2.7%Added
RFG Advisory, LLC869$229.8K0.01%+869New
Alteri Wealth LLC871$230.2K0.10%−59−6.3%Reduced
Castle Rock Wealth Management, LLC877$231.2K0.06%+1+0.1%Added
Gladstone Institutional Advisory LLC874$231.3K0.01%+874New
Fairfield, Bush & Co.876$231.7K0.15%00.0%Unchanged
Carr Financial Group Corp877$232.0K0.08%00.0%Unchanged
Family Firm, Inc.878$232.2K0.05%+1+0.1%Added
Naviter Wealth, LLC884$232.3K0.03%+18+2.1%Added
First Financial Bank - Trust Division879$232.5K0.02%−25−2.8%Reduced
Spears Abacus Advisors LLC880$232.7K0.01%00.0%Unchanged
Alpha DNA Investment Management LLC885$234.0K5.05%00.0%Unchanged
Good Life Advisors, LLC885$234.2K0.02%−50−5.3%Reduced
Prelude Capital Management, LLC886$234.3K0.02%+886New
Keel Point, LLC890$235.3K0.02%+44+5.2%Added
Westpac Banking Corp891$235.6K0.02%+891New
Warren Street Wealth Advisors, LLC891$235.6K0.09%+891New
Lebenthal Global Advisors, LLC894$236.4K0.04%−1,409−61.2%Reduced
Cobblestone Capital Advisors LLC896$237.0K0.01%−478−34.8%Reduced
Intrua Financial, LLC897$237.2K0.04%+13+1.5%Added
Washington Trust Co899$237.8K0.01%−70−7.2%Reduced
Aigen Investment Management, LP902$238.5K0.04%−1,179−56.7%Reduced
Resonant Capital Advisors, LLC902$238.5K0.02%+902New
Revolve Wealth Partners, LLC902$238.6K0.03%−244−21.3%Reduced
Park Capital Management, LLC905$239.3K0.28%+905New
SageView Advisory Group, LLC906$239.6K0.01%+55+6.5%Added
Fieldview Capital Management, LLC907$239.9K0.03%+907New
Founders Financial Alliance, LLC907$240.0K0.06%+907New
Narus Financial Partners, LLC910$240.7K0.08%00.0%Unchanged
Elgethun Capital Management910$240.8K0.05%+910New
First Affirmative Financial Network911$240.9K0.15%−162−15.1%Reduced
Ironwood Financial, llc911$240.9K0.05%00.0%Unchanged
Towneley Capital Management, Inc912$241.2K0.06%+912New
AlphaCore Capital LLC913$241.5K0.02%+63+7.4%Added
Highland Capital Management, LLC915$242.0K0.01%00.0%Unchanged
Peachtree Investment Partners, LLC916$242.4K0.10%+916New
BNC Wealth Management, LLC919$243.0K0.09%+2+0.2%Added
Phillips Financial Management, LLC919$243.0K0.02%+54+6.2%Added
Knightsbridge Asset Management, LLC919$243.1K0.06%+919New
Journey Strategic Wealth LLC921$243.6K0.01%+79+9.4%Added
SRN Advisors, LLC922$243.8K0.27%00.0%Unchanged
Madrona Financial Services, LLC923$244.1K0.07%+2+0.2%Added
Advisor Resource Council925$244.6K0.02%+925New
Childress Capital Advisors, LLC926$244.8K0.07%−168−15.4%Reduced
McLean Asset Management Corp1,036$245.1K0.08%+14+1.4%Added
Beacon Investment Advisory Services, Inc.930$245.9K0.01%−135−12.7%Reduced
FORM Wealth Advisors, LLC930$245.9K0.03%+930New
Penn Davis McFarland Inc933$246.7K0.03%00.0%Unchanged
Ellevest, Inc.942$249.1K0.02%−112−10.6%Reduced
Edmp, Inc.945$249.9K0.21%00.0%Unchanged
Brendel Financial Advisors LLC944$250.0K0.15%00.0%Unchanged
L2 Asset Management, LLC953$252.0K0.05%+86+9.9%Added