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 |
|---|---|---|---|---|---|
| Kingswood Wealth Advisors, LLC | 1,496 | $395.6K | 0.04% | −14−0.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 1,500 | $397.0K | 0.06% | −50−3.2% | Reduced |
| Wellington Shields & Co., LLC | 1,508 | $398.8K | 0.12% | 00.0% | Unchanged |
| West Coast Financial LLC | 1,509 | $399.1K | 0.05% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,515 | $400.7K | 0.02% | −18−1.2% | Reduced |
| McKinley Carter Wealth Services, Inc. | 1,516 | $400.9K | 0.02% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 1,518 | $401.5K | 0.00% | +113+8.0% | Added |
| Waldron Private Wealth LLC | 1,518 | $401.5K | 0.02% | −1,590−51.2% | Reduced |
| G2 Capital Management, LLC | 1,520 | $402.0K | 0.12% | +4+0.3% | Added |
| Boston Family Office LLC | 1,525 | $403.0K | 0.03% | 00.0% | Unchanged |
| Baader Bank INC | 1,525 | $403.3K | 0.04% | −2,127−58.2% | Reduced |
| Smith, Moore & Co. | 1,525 | $403.3K | 0.04% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 1,528 | $404.1K | 0.19% | −675−30.6% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 1,531 | $404.9K | 0.46% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 1,533 | $405.3K | 0.16% | −87−5.4% | Reduced |
| Bremer Bank National Association | 1,540 | $407.3K | 0.07% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,544 | $408.3K | 0.05% | +79+5.4% | Added |
| ForthRight Wealth Management, LLC | 1,546 | $408.9K | 0.14% | −83−5.1% | Reduced |
| Glen Eagle Advisors, LLC | 1,555 | $411.3K | 0.07% | −100−6.0% | Reduced |
| Burke & Herbert Bank & Trust Co | 1,562 | $413.1K | 0.10% | 00.0% | Unchanged |
| Golden State Equity Partners | 1,563 | $413.4K | 0.08% | −85−5.2% | Reduced |
| Cozad Asset Management Inc | 1,568 | $414.7K | 0.04% | −1,038−39.8% | Reduced |
| Schmidt P J Investment Management Inc | 1,570 | $415.2K | 0.08% | −35−2.2% | Reduced |
| Somerville Kurt F | 1,575 | $416.5K | 0.07% | 00.0% | Unchanged |
| Novem Group | 1,576 | $416.8K | 0.06% | −33−2.1% | Reduced |
| Hamilton Capital Partners Inc. | 1,577 | $417.1K | 0.03% | +1,577 | New |
| Moneta Group Investment Advisors LLC | 1,579 | $417.5K | 0.01% | −191−10.8% | Reduced |
| West Family Investments, Inc. | 1,580 | $417.8K | 0.16% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 1,580 | $417.8K | 0.07% | +82+5.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,582 | $418.3K | 0.02% | 00.0% | Unchanged |
| Sym Financial Corp | 1,585 | $419.2K | 0.05% | +286+22.0% | Added |
| Harvest Fund Management Co., Ltd | 1,594 | $421.0K | 0.02% | −21−1.3% | Reduced |
| Cape Ann Savings Bank | 1,600 | $423.1K | 0.27% | +400+33.3% | Added |
| Segment Wealth Management, LLC | 1,609 | $425.5K | 0.03% | +375+30.4% | Added |
| AGH Wealth Advisors, LLC | 1,613 | $426.6K | 0.41% | −22−1.3% | Reduced |
| Crestwood Advisors Group LLC | 1,617 | $427.6K | 0.01% | −867−34.9% | Reduced |
| Hudson Portfolio Management LLC | 1,617 | $427.6K | 0.41% | +407+33.6% | Added |
| Univest Financial Corp | 1,627 | $430.2K | 0.03% | −68−4.0% | Reduced |
| Charter Trust Co | 1,627 | $430.3K | 0.03% | −31−1.9% | Reduced |
| Fiduciary Group LLC | 1,633 | $431.9K | 0.04% | 00.0% | Unchanged |
| PUREfi Wealth, LLC | 1,633 | $431.9K | 0.43% | +1,633 | New |
| Canandaigua National Trust Co of Florida | 1,648 | $435.8K | 0.38% | +10+0.6% | Added |
| Thomasville National Bank | 1,650 | $436.4K | 0.03% | +3+0.2% | Added |
| BFSG, LLC | 1,659 | $438.7K | 0.05% | −40−2.4% | Reduced |
| Whalerock Point Partners, LLC | 1,678 | $443.8K | 0.11% | −274−14.0% | Reduced |
| Transce3nd, LLC | 1,680 | $444.3K | 0.20% | +1,360+425.0% | Added |
| Arkadios Wealth Advisors | 1,680 | $444.3K | 0.02% | +445+36.0% | Added |
| Destination Wealth Management | 1,683 | $445.0K | 0.01% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 1,700 | $449.6K | 0.06% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 1,700 | $450.0K | 0.04% | 00.0% | Unchanged |
| 4WEALTH Advisors, Inc. | 1,704 | $450.8K | 0.50% | +272+19.0% | Added |
| Evermay Wealth Management LLC | 1,720 | $454.9K | 0.06% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 1,720 | $455.0K | 0.01% | −259−13.1% | Reduced |
| Modern Wealth Management, LLC | 1,721 | $455.3K | 0.01% | +1,721 | New |
| Pavion Blue Capital, LLC | 1,724 | $455.9K | 0.22% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 1,728 | $456.9K | 0.04% | +73+4.4% | Added |
| AdvisorNet Financial, Inc | 1,728 | $456.9K | 0.03% | −44−2.5% | Reduced |
| Howland Capital Management LLC | 1,728 | $457.0K | 0.02% | −103−5.6% | Reduced |
| PrairieView Partners, LLC | 1,735 | $458.0K | 0.05% | +110+6.8% | Added |
| Callan Family Office, LLC | 1,738 | $459.6K | 0.03% | −47−2.6% | Reduced |
| Wesbanco Bank Inc | 1,745 | $461.5K | 0.02% | 00.0% | Unchanged |
| Invesco, LLC | 1,758 | $464.9K | 0.19% | −230−11.6% | Reduced |
| Drive Wealth Management, LLC | 1,759 | $465.1K | 0.11% | −15−0.8% | Reduced |
| Sivia Capital Partners, LLC | 1,760 | $465.4K | 0.22% | +1,760 | New |
| MQS Management LLC | 1,764 | $466.5K | 0.27% | +1,764 | New |
| Total Wealth Planning & Management, Inc. | 1,772 | $468.6K | 0.48% | +36+2.1% | Added |
| Appleton Partners Inc | 1,776 | $470.0K | 0.04% | −291−14.1% | Reduced |
| Skopos Labs, Inc. | 1,791 | $473.4K | 0.10% | +520+40.9% | Added |
| CX Institutional | 1,792 | $474.0K | 0.02% | −20,505−92.0% | Reduced |
| Pensionmark Financial Group, LLC | 1,800 | $476.1K | 0.01% | +290+19.2% | Added |
| Donaldson Capital Management, LLC | 1,814 | $479.7K | 0.02% | +1+0.1% | Added |
| Peak Asset Management, LLC | 1,814 | $479.7K | 0.09% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 1,820 | $481.3K | 0.04% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,828 | $483.4K | 0.04% | −191−9.5% | Reduced |
| Burns Matteson Capital Management, LLC | 1,830 | $484.0K | 0.26% | +1,830 | New |
| Brookstone Capital Management | 1,832 | $484.5K | 0.01% | +204+12.5% | Added |
| Cahaba Wealth Management, Inc. | 1,840 | $486.6K | 0.04% | −16−0.9% | Reduced |
| Sylvest Advisors, LLC | 1,840 | $486.6K | 0.30% | +3+0.2% | Added |
| BFI Infinity Ltd. | 1,840 | $486.6K | 0.53% | +1,840 | New |
| Parkside Financial Bank & Trust | 1,853 | $490.0K | 0.06% | −37−2.0% | Reduced |
| Two Sigma Securities, LLC | 1,855 | $490.6K | 0.07% | +1,855 | New |
| Veracity Capital LLC | 1,857 | $491.2K | 0.19% | −33−1.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,860 | $492.0K | 0.04% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 1,862 | $492.4K | 0.07% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 1,876 | $496.0K | 0.06% | −217−10.4% | Reduced |
| Evergreen Capital Management LLC | 1,876 | $496.2K | 0.02% | +92+5.2% | Added |
| First National Corp | 1,889 | $499.6K | 0.11% | −5−0.3% | Reduced |
| Northeast Investment Management | 1,900 | $502.5K | 0.02% | −42−2.2% | Reduced |
| Stegent Equity Advisors, Inc. | 1,904 | $503.5K | 0.51% | +175+10.1% | Added |
| Spinnaker Trust | 1,905 | $503.8K | 0.03% | 00.0% | Unchanged |
| Athena Investment Management | 1,908 | $504.6K | 0.31% | −55−2.8% | Reduced |
| RMB Capital Management, LLC | 1,908 | $504.7K | 0.01% | +825+76.2% | Added |
| PDS Planning, Inc | 1,913 | $505.8K | 0.04% | +92+5.1% | Added |
| Oberweis Asset Management Inc | 1,915 | $506.4K | 0.03% | −18−0.9% | Reduced |
| Valley Brook Capital Group | 1,918 | $507.2K | 0.40% | −75−3.8% | Reduced |
| Bridgewater Advisors Inc. | 1,930 | $509.6K | 0.04% | +1,930 | New |
| Marco Investment Management LLC | 1,935 | $511.7K | 0.05% | −9−0.5% | Reduced |
| Bank of Hawaii | 1,941 | $513.3K | 0.03% | −278−12.5% | Reduced |
| Mesirow Financial Investment Management, Inc. | 1,945 | $514.6K | 0.01% | −1,945−50.0% | Reduced |
| NWF Advisory Services Inc. | 1,950 | $515.7K | 0.07% | −32−1.6% | Reduced |