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 |
|---|---|---|---|---|---|
| Focused Wealth Management, Inc | 955 | $252.4K | 0.03% | −46−4.6% | Reduced |
| Tortoise Investment Management, LLC | 961 | $254.1K | 0.03% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 964 | $254.9K | 0.06% | −16−1.6% | Reduced |
| Ti-Trust, Inc | 970 | $256.5K | 0.17% | −6−0.6% | Reduced |
| SFMG, LLC | 970 | $256.6K | 0.02% | −16−1.6% | Reduced |
| Baxter Bros Inc | 971 | $256.8K | 0.03% | −100−9.3% | Reduced |
| One Capital Management, LLC | 982 | $259.8K | 0.01% | +982 | New |
| Global Strategic Investment Solutions, LLC | 985 | $260.5K | 0.03% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 988 | $261.2K | 0.03% | −18−1.8% | Reduced |
| Investors Research Corp | 991 | $262.1K | 0.06% | −195−16.4% | Reduced |
| Bragg Financial Advisors, Inc | 992 | $262.3K | 0.01% | 00.0% | Unchanged |
| Greenberg Financial Group | 900 | $262.5K | 0.11% | +900 | New |
| Financial Council Asset Management Inc | 994 | $262.9K | 0.14% | 00.0% | Unchanged |
| St Germain D J Co Inc | 999 | $264.2K | 0.01% | −394−28.3% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 1,000 | $264.5K | 0.02% | 00.0% | Unchanged |
| Red Wave Investments LLC | 1,000 | $264.5K | 0.09% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 1,000 | $264.5K | 0.02% | 00.0% | Unchanged |
| Vision Capital Management, Inc. | 1,000 | $264.5K | 0.04% | +1,000 | New |
| Quantum Financial Advisors, LLC | 1,001 | $264.7K | 0.04% | 00.0% | Unchanged |
| Next Capital Management LLC | 1,004 | $265.5K | 0.13% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 1,004 | $265.5K | 0.12% | 00.0% | Unchanged |
| Templeton & Phillips Capital Management, LLC | 1,005 | $265.8K | 0.19% | 00.0% | Unchanged |
| Chicago Trust Co NA | 1,013 | $267.9K | 0.05% | +4+0.4% | Added |
| Old Mission Investment Co LLC | 1,013 | $267.9K | 0.08% | 00.0% | Unchanged |
| Trust Point Inc. | 1,015 | $268.4K | 0.02% | −7−0.7% | Reduced |
| Tritonpoint Wealth, LLC | 1,016 | $268.7K | 0.03% | +68+7.2% | Added |
| Sageworth Trust Co | 1,017 | $269.0K | 0.02% | +1+0.1% | Added |
| Legacy Edge Advisors, LLC | 1,019 | $269.5K | 0.04% | +27+2.7% | Added |
| Shulman DeMeo Asset Management LLC | 1,020 | $269.7K | 0.08% | +1,020 | New |
| Wedgewood Investors Inc | 1,020 | $269.7K | 0.32% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 1,020 | $269.8K | 0.02% | +29+2.9% | Added |
| HCR Wealth Advisors | 1,023 | $270.5K | 0.04% | 00.0% | Unchanged |
| Crews Bank & Trust | 1,024 | $270.8K | 0.05% | 00.0% | Unchanged |
| Leigh Baldwin & Co., LLC | 1,027 | $271.8K | 0.22% | +3+0.3% | Added |
| Voleon Capital Management LP | 1,031 | $272.7K | 0.02% | +195+23.3% | Added |
| Zacks Investment Management | 1,031 | $272.7K | 0.00% | +78+8.2% | Added |
| Altfest L J & Co Inc | 1,032 | $272.9K | 0.03% | −12−1.1% | Reduced |
| Gries Financial LLC | 1,033 | $273.2K | 0.05% | −125−10.8% | Reduced |
| Humankind Investments LLC | 1,033 | $273.2K | 0.07% | +89+9.4% | Added |
| Fukoku Mutual Life Insurance Co | 1,036 | $274.0K | 0.02% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 1,023 | $274.3K | 0.03% | +1,023 | New |
| Jarislowsky, Fraser Ltd | 1,040 | $275.0K | 0.00% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 1,044 | $276.1K | 0.07% | +1,044 | New |
| Everpar Advisors LLC | 1,049 | $277.4K | 0.15% | −178−14.5% | Reduced |
| Point72 Hong Kong Ltd | 1,050 | $277.6K | 0.02% | +1,050 | New |
| Pure Financial Advisors, Inc. | 1,050 | $277.7K | 0.01% | +218+26.2% | Added |
| EverSource Wealth Advisors, LLC | 1,050 | $277.8K | 0.02% | +333+46.4% | Added |
| Legacy Trust | 1,051 | $277.9K | 0.07% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 1,059 | $280.1K | 0.02% | +130+14.0% | Added |
| Voya Financial Advisors, Inc. | 1,070 | $280.1K | 0.03% | −12−1.1% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 1,062 | $280.9K | 0.09% | +1,062 | New |
| Key Financial Inc | 1,065 | $281.6K | 0.06% | 00.0% | Unchanged |
| Core Alternative Capital | 1,065 | $281.6K | 0.07% | +116+12.2% | Added |
| Financial Advocates Investment Management | 1,066 | $281.9K | 0.02% | +33+3.2% | Added |
| Charles Schwab Trust Co | 1,069 | $282.7K | 0.02% | −12−1.1% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 1,070 | $283.1K | 0.01% | +1,070 | New |
| Breakwater Capital Group | 1,076 | $284.6K | 0.05% | +65+6.4% | Added |
| Mutual Advisors, LLC | 1,101 | $285.2K | 0.01% | −953−46.4% | Reduced |
| Aaron Wealth Advisors | 1,083 | $286.4K | 0.03% | −47−4.2% | Reduced |
| Sterling Capital Management LLC | 1,083 | $286.4K | 0.00% | −2−0.2% | Reduced |
| Canvas Wealth Advisors, LLC | 1,104 | $288.6K | 0.07% | +33+3.1% | Added |
| MFA Wealth Services | 1,097 | $290.1K | 0.24% | −167−13.2% | Reduced |
| Anchor Investment Management, LLC | 1,103 | $291.7K | 0.03% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 1,103 | $291.8K | 0.02% | +73+7.1% | Added |
| Blume Capital Management, Inc. | 1,104 | $292.0K | 0.07% | +4+0.4% | Added |
| Global Assets Advisory, LLC | 1,171 | $292.3K | 0.06% | +1,171 | New |
| Avestar Capital, LLC | 1,106 | $292.5K | 0.03% | −214−16.2% | Reduced |
| Central Pacific Bank - Trust Division | 1,107 | $292.8K | 0.04% | −15−1.3% | Reduced |
| Farmers & Merchants Investments Inc | 1,108 | $293.0K | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 1,114 | $294.6K | 0.00% | −64,918−98.3% | Reduced |
| Five Oceans Advisors | 1,114 | $294.6K | 0.14% | +11+1.0% | Added |
| Quent Capital, LLC | 1,115 | $294.9K | 0.03% | −248−18.2% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 1,116 | $295.1K | 0.11% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 1,119 | $295.9K | 0.07% | +1+0.1% | Added |
| JFS Wealth Advisors, LLC | 1,121 | $296.5K | 0.02% | +2+0.2% | Added |
| Sippican Capital Advisors | 1,136 | $300.4K | 0.23% | −25−2.2% | Reduced |
| Ci Investments Inc. | 1,137 | $301.0K | 0.00% | +19+1.7% | Added |
| Inscription Capital, LLC | 1,311 | $301.7K | 0.05% | +1,311 | New |
| VestGen Advisors, LLC | 1,141 | $301.7K | 0.01% | +1,141 | New |
| Sawgrass Asset Management LLC | 1,142 | $302.0K | 0.04% | −528−31.6% | Reduced |
| Stonehaven Wealth & Tax Solutions, LLC | 1,143 | $302.3K | 0.32% | −167−12.7% | Reduced |
| Scotia Capital Inc. | 1,143 | $302.3K | 0.00% | −127−10.0% | Reduced |
| Advisors Asset Management, Inc. | 1,144 | $302.5K | 0.01% | −8,052−87.6% | Reduced |
| Alta Advisers Ltd | 1,145 | $302.8K | 0.13% | +1,145 | New |
| EagleClaw Capital Managment, LLC | 1,146 | $303.1K | 0.05% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 1,146 | $303.1K | 0.08% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 1,148 | $303.6K | 0.04% | −9−0.8% | Reduced |
| Edgestream Partners, L.P. | 1,151 | $304.4K | 0.01% | −658−36.4% | Reduced |
| Flagship Wealth Advisors, LLC | 1,154 | $305.2K | 0.13% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 1,246 | $305.5K | 0.07% | −134−9.7% | Reduced |
| Willner & Heller, LLC | 1,155 | $305.6K | 0.28% | +4+0.3% | Added |
| Keystone Financial Group, Inc. | 1,143 | $306.3K | 0.22% | +3+0.3% | Added |
| Dynamic Wealth Strategies, LLC | 1,160 | $306.8K | 0.26% | −2−0.2% | Reduced |
| Wealthspan Partners, LLC | 1,161 | $307.0K | 0.14% | 00.0% | Unchanged |
| Adviser Investments LLC | 1,162 | $307.3K | 0.00% | −105−8.3% | Reduced |
| Legacy Financial Advisors, Inc. | 1,163 | $307.6K | 0.05% | +25+2.2% | Added |
| Rathbone Brothers plc | 1,166 | $308.4K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,167 | $308.6K | 0.03% | −19−1.6% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 1,167 | $308.8K | 0.07% | −117−9.1% | Reduced |
| Callan Capital, LLC | 1,171 | $309.7K | 0.02% | +155+15.3% | Added |