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
- 1,644
- +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 | 1,869 | $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 |
|---|---|---|---|---|---|
| Earnest Partners LLC | 1,182 | $312.6K | 0.00% | +4+0.3% | Added |
| CRA Financial Services, LLC | 1,184 | $313.1K | 0.05% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 1,187 | $313.9K | 0.06% | +38+3.3% | Added |
| Mayfair Advisory Group, LLC | 1,188 | $314.1K | 0.18% | −35−2.9% | Reduced |
| Stratos Wealth Advisors, LLC | 1,189 | $314.6K | 0.02% | +91+8.3% | Added |
| Randolph Co Inc | 1,191 | $315.0K | 0.04% | −312−20.8% | Reduced |
| Sunbelt Securities, Inc. | 1,191 | $315.0K | 0.03% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 1,195 | $316.0K | 0.09% | +31+2.7% | Added |
| Valmark Advisers, Inc. | 1,195 | $316.0K | 0.00% | +255+27.1% | Added |
| Harbour Investments, Inc. | 1,196 | $316.3K | 0.01% | +6+0.5% | Added |
| Means Investment Co., Inc. | 1,199 | $317.0K | 0.03% | +1+0.1% | Added |
| Greenup Street Wealth Management LLC | 1,198 | $317.0K | 0.06% | +176+17.2% | Added |
| Builder Investment Group Inc | 1,200 | $317.4K | 0.09% | 00.0% | Unchanged |
| Enhancing Capital LLC | 1,200 | $317.4K | 0.25% | 00.0% | Unchanged |
| Patten & Patten Inc | 1,201 | $317.7K | 0.02% | 00.0% | Unchanged |
| Nestegg Advisors, Inc. | 1,202 | $317.9K | 0.34% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 1,208 | $319.5K | 0.02% | −160−11.7% | Reduced |
| Ariston Services Group | 1,212 | $320.5K | 0.27% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 1,212 | $320.5K | 0.04% | +1,212 | New |
| Advisors Management Group Inc | 1,218 | $322.0K | 0.07% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 1,218 | $322.1K | 0.07% | −3−0.2% | Reduced |
| Washington Trust Bank | 1,218 | $322.1K | 0.03% | +1,218 | New |
| United Advisor Group, LLC | 1,222 | $323.2K | 0.07% | −452−27.0% | Reduced |
| One Wealth Advisors, LLC | 1,223 | $323.4K | 0.05% | +308+33.7% | Added |
| Slocum, Gordon & Co LLP | 1,225 | $324.0K | 0.24% | −25−2.0% | Reduced |
| Old Port Advisors | 1,229 | $325.0K | 0.10% | −88−6.7% | Reduced |
| Wealth Effects LLC | 1,231 | $325.4K | 0.14% | +1+0.1% | Added |
| Santori & Peters | 1,236 | $327.0K | 0.13% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 1,237 | $327.2K | 0.15% | −922−42.7% | Reduced |
| Aprio Wealth Management, LLC | 1,240 | $328.0K | 0.04% | +165+15.3% | Added |
| Compass Capital Corp | 1,239 | $328.1K | 0.17% | +1,239 | New |
| D'Orazio & Associates, Inc. | 1,244 | $328.9K | 0.05% | +59+5.0% | Added |
| NDVR, Inc. | 1,244 | $329.0K | 0.34% | −57−4.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 1,253 | $331.3K | 0.16% | +4+0.3% | Added |
| Liberty Capital Management, Inc. | 1,254 | $331.6K | 0.07% | +24+2.0% | Added |
| Wealth Architects, LLC | 1,258 | $332.7K | 0.04% | +48+4.0% | Added |
| Dearborn Partners LLC | 1,263 | $333.9K | 0.02% | −125−9.0% | Reduced |
| Massmutual Trust Co FSB | 1,263 | $334.0K | 0.01% | +100+8.6% | Added |
| Oakworth Capital, Inc. | 1,264 | $334.3K | 0.02% | 00.0% | Unchanged |
| Advisor OS, LLC | 1,265 | $334.6K | 0.04% | −22−1.7% | Reduced |
| New Hampshire Trust | 1,276 | $337.5K | 0.08% | −45−3.4% | Reduced |
| Kaufman Rossin Wealth, LLC | 1,279 | $338.2K | 0.24% | +1,279 | New |
| Csenge Advisory Group | 1,325 | $339.1K | 0.02% | −53−3.8% | Reduced |
| Somerset Trust Co | 1,285 | $339.8K | 0.12% | +367+40.0% | Added |
| Live Oak Private Wealth LLC | 1,286 | $340.1K | 0.06% | 00.0% | Unchanged |
| MKT Advisors LLC | 1,459 | $341.2K | 0.16% | 00.0% | Unchanged |
| Henrickson Nauta Wealth Advisors, Inc. | 1,396 | $342.3K | 0.14% | +12+0.9% | Added |
| Delta Asset Management LLC | 1,296 | $342.7K | 0.03% | 00.0% | Unchanged |
| Retirement Planning Group | 1,303 | $344.6K | 0.02% | +403+44.8% | Added |
| Van Strum & Towne Inc. | 1,304 | $344.9K | 0.12% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 1,311 | $346.8K | 0.16% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 1,312 | $347.0K | 0.01% | −863−39.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,315 | $347.7K | 0.01% | −85−6.1% | Reduced |
| Centennial Bank | 1,316 | $348.0K | 0.17% | +250+23.5% | Added |
| Capital Performance Advisors LLP | 1,318 | $348.6K | 0.08% | +1,318 | New |
| Pin Oak Investment Advisors Inc | 1,338 | $350.0K | 0.27% | +341+34.2% | Added |
| Howard Capital Management Inc. | 1,329 | $351.5K | 0.01% | −172−11.5% | Reduced |
| Strategic Financial Services, Inc, | 1,332 | $352.3K | 0.02% | 00.0% | Unchanged |
| Busey Wealth Management | 1,332 | $352.3K | 0.01% | +55+4.3% | Added |
| NorthCrest Asset Manangement, LLC | 1,336 | $353.2K | 0.01% | +1,336 | New |
| NBT Bank N A | 1,336 | $353.3K | 0.03% | −25−1.8% | Reduced |
| SPC Financial, Inc. | 1,337 | $353.6K | 0.03% | −3−0.2% | Reduced |
| First Nebraska Trust Co | 1,345 | $355.7K | 0.04% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 1,346 | $356.0K | 0.02% | 00.0% | Unchanged |
| Windsor Capital Management, LLC | 1,351 | $357.3K | 0.11% | +48+3.7% | Added |
| Plancorp, LLC | 1,361 | $359.9K | 0.01% | +125+10.1% | Added |
| Cornerstone Wealth Management, LLC | 1,364 | $360.8K | 0.02% | −391−22.3% | Reduced |
| Calamos Wealth Management LLC | 1,372 | $362.8K | 0.02% | −42−3.0% | Reduced |
| Legal Advantage Investments, Inc. | 1,379 | $364.7K | 0.20% | 00.0% | Unchanged |
| Summit Financial, LLC | 1,382 | $365.5K | 0.01% | −38−2.7% | Reduced |
| Wealthstar Advisors, LLC | 1,383 | $365.7K | 0.17% | −108−7.2% | Reduced |
| Great Waters Wealth Management | 1,384 | $366.1K | 0.05% | +27+2.0% | Added |
| Woodmont Investment Counsel LLC | 1,387 | $366.8K | 0.03% | −9−0.6% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 1,389 | $367.3K | 0.13% | −2−0.1% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 1,394 | $368.7K | 0.09% | 00.0% | Unchanged |
| Capula Management Ltd | 1,394 | $368.7K | 0.00% | +1,394 | New |
| Alpine Bank Wealth Management | 1,396 | $369.2K | 0.06% | +1,396 | New |
| Evoke Wealth, LLC | 1,396 | $369.2K | 0.01% | +224+19.1% | Added |
| Mitchell Sinkler & Starr | 1,400 | $370.2K | 0.10% | +1,400 | New |
| Knollwood Investment Advisory, LLC | 1,412 | $373.4K | 0.04% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 1,417 | $374.7K | 0.01% | −172−10.8% | Reduced |
| BLB&B Advisors, LLC | 1,424 | $376.6K | 0.02% | +50+3.6% | Added |
| Global View Capital Management LLC | 1,441 | $381.1K | 0.14% | −193−11.8% | Reduced |
| Hickory Point Bank & Trust | 1,441 | $381.1K | 0.34% | 00.0% | Unchanged |
| RiverFront Investment Group, LLC | 1,441 | $381.1K | 0.01% | +395+37.8% | Added |
| Maven Securities LTD | 1,444 | $381.9K | 0.08% | +1,444 | New |
| Dana Investment Advisors, Inc. | 1,446 | $382.4K | 0.01% | −301−17.2% | Reduced |
| Optimize Financial Inc | 1,447 | $382.7K | 0.14% | +1,447 | New |
| Monument Capital Management | 1,450 | $383.4K | 0.12% | −86−5.6% | Reduced |
| Advisory Alpha, LLC | 1,451 | $383.8K | 0.01% | +47+3.3% | Added |
| Simmons Bank | 1,455 | $384.8K | 0.03% | −10−0.7% | Reduced |
| First American Trust, FSB | 1,457 | $385.3K | 0.04% | −306−17.4% | Reduced |
| Tiemann Investment Advisors, LLC | 1,460 | $386.1K | 0.18% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 1,470 | $388.8K | 0.01% | −257−14.9% | Reduced |
| ICONIQ Capital, LLC | 1,478 | $390.9K | 0.01% | +212+16.7% | Added |
| Colonial Trust Co | 1,483 | $392.2K | 0.06% | −84−5.4% | Reduced |
| Farmers Trust Co | 1,484 | $392.5K | 0.07% | 00.0% | Unchanged |
| Renaissance Group LLC | 1,491 | $394.3K | 0.02% | −48−3.1% | Reduced |
| Aspen Investment Management Inc | 1,495 | $395.0K | 0.18% | −9−0.6% | Reduced |
| All Terrain Financial Advisors, LLC | 1,495 | $395.4K | 0.15% | 00.0% | Unchanged |