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 |
|---|---|---|---|---|---|
| Bearing Point Capital, LLC | 1,973 | $521.8K | 0.11% | +38+2.0% | Added |
| Rockland Trust Co | 1,974 | $522.0K | 0.03% | −133−6.3% | Reduced |
| Brown Wealth Management, LLC | 1,982 | $524.2K | 0.18% | +1,982 | New |
| Beverly Hills Private Wealth, LLC | 1,985 | $525.0K | 0.10% | −611−23.5% | Reduced |
| Defined Wealth Management, LLC | 1,987 | $525.5K | 0.35% | 00.0% | Unchanged |
| CSS LLC | 1,990 | $526.3K | 0.04% | +210+11.8% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,012 | $526.6K | 0.08% | −117−5.5% | Reduced |
| Patrick M Sweeney & Associates, Inc | 1,995 | $527.5K | 0.39% | +21+1.1% | Added |
| Andra AP-fonden | 2,000 | $528.9K | 0.01% | −2,900−59.2% | Reduced |
| Integrated Advisors Network LLC | 2,002 | $529.3K | 0.03% | −22−1.1% | Reduced |
| WFA Asset Management Corp | 2,307 | $530.9K | 0.28% | −43−1.8% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 2,013 | $532.4K | 0.08% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 2,015 | $532.9K | 0.29% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 2,015 | $532.9K | 0.21% | +236+13.3% | Added |
| Eagle Harbor Asset Management Inc | 2,019 | $533.9K | 0.54% | +92+4.8% | Added |
| Tradewinds Capital Management, LLC | 2,030 | $536.9K | 0.14% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 2,034 | $538.0K | 0.02% | +2,034 | New |
| Schechter Investment Advisors, LLC | 2,038 | $539.0K | 0.04% | +121+6.3% | Added |
| Sagespring Wealth Partners, LLC | 2,041 | $539.9K | 0.01% | +542+36.2% | Added |
| Chicago Partners Investment Group LLC | 2,012 | $540.8K | 0.02% | +82+4.2% | Added |
| Texas Capital Bank Wealth Management Services Inc | 2,055 | $543.5K | 0.05% | +2,055 | New |
| Diligent Investors, LLC | 2,056 | $543.7K | 0.13% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 2,065 | $546.1K | 0.01% | +356+20.8% | Added |
| Quotient Wealth Partners, LLC | 2,071 | $547.6K | 0.02% | −446−17.7% | Reduced |
| International Assets Investment Management, LLC | 2,078 | $549.5K | 0.05% | +34+1.7% | Added |
| Ledyard National Bank | 2,079 | $549.8K | 0.05% | +5+0.2% | Added |
| Measured Wealth Private Client Group, LLC | 2,082 | $550.6K | 0.18% | +658+46.2% | Added |
| Caisse des Depots Et Consignations | 2,091 | $553.0K | 0.03% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 2,097 | $555.0K | 0.05% | −736−26.0% | Reduced |
| Lifeworks Advisors, LLC | 2,104 | $556.4K | 0.09% | −2−0.1% | Reduced |
| Keystone Financial Group | 2,120 | $560.6K | 0.06% | +3+0.1% | Added |
| Mather Group, LLC. | 2,121 | $561.0K | 0.01% | +162+8.3% | Added |
| Centaurus Financial, Inc. | 2,138 | $566.0K | 0.03% | −302−12.4% | Reduced |
| Jump Financial, LLC | 2,157 | $570.4K | 0.01% | +2,157 | New |
| Sanibel Captiva Trust Company, Inc. | 2,158 | $570.7K | 0.02% | −38−1.7% | Reduced |
| AE Wealth Management LLC | 2,158 | $570.9K | 0.00% | +721+50.2% | Added |
| River Wealth Advisors LLC | 2,160 | $571.1K | 0.08% | −100−4.4% | Reduced |
| Ameritas Investment Partners, Inc. | 2,160 | $571.2K | 0.02% | −552−20.4% | Reduced |
| Centiva Capital, LP | 2,163 | $572.0K | 0.03% | −1,151−34.7% | Reduced |
| Williams Jones Wealth Management, LLC. | 2,163 | $572.0K | 0.01% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 2,182 | $577.1K | 0.02% | −55−2.5% | Reduced |
| Modera Wealth Management, LLC | 2,207 | $583.8K | 0.01% | −178−7.5% | Reduced |
| Green Square Capital Advisors LLC | 2,217 | $586.3K | 0.09% | 00.0% | Unchanged |
| Opus Capital Group, LLC | 2,218 | $587.0K | 0.08% | −81−3.5% | Reduced |
| Michael A. Dubis Financial Planning, LLC | 2,222 | $587.7K | 0.57% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 2,224 | $588.1K | 0.26% | +532+31.4% | Added |
| Weik Capital Management | 2,235 | $591.1K | 0.24% | −615−21.6% | Reduced |
| Cigna Investments Inc | 2,263 | $598.0K | 0.11% | −52−2.2% | Reduced |
| City State Bank | 2,266 | $599.3K | 0.20% | 00.0% | Unchanged |
| South State Corp. | 2,266 | $599.3K | 0.03% | +64+2.9% | Added |
| State of Wyoming | 2,268 | $599.8K | 0.08% | +756+50.0% | Added |
| Leavell Investment Management, Inc. | 2,272 | $600.8K | 0.03% | −24−1.0% | Reduced |
| Foundation Resource Management Inc | 2,286 | $604.6K | 0.10% | −354−13.4% | Reduced |
| Sky Investment Group LLC | 2,291 | $605.9K | 0.11% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 2,297 | $607.5K | 0.04% | +7+0.3% | Added |
| LMCG Investments, LLC | 2,315 | $612.2K | 0.04% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 2,325 | $614.8K | 0.06% | +344+17.4% | Added |
| Heritage Wealth Management, Inc. | 2,330 | $616.2K | 0.21% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 2,339 | $618.5K | 0.47% | +68+3.0% | Added |
| TCI Wealth Advisors, Inc. | 2,339 | $618.6K | 0.05% | +12+0.5% | Added |
| denkapparat Operations GmbH | 2,348 | $621.0K | 0.66% | +2,348 | New |
| Robinswood Financial LLC | 2,349 | $621.2K | 0.23% | −50−2.1% | Reduced |
| Cidel Asset Management Inc | 2,353 | $622.3K | 0.04% | −235−9.1% | Reduced |
| Vident Advisory, LLC | 2,361 | $624.4K | 0.01% | −3,436−59.3% | Reduced |
| CWA Asset Management Group, LLC | 2,362 | $624.7K | 0.03% | −5−0.2% | Reduced |
| Salvus Wealth Management, LLC | 2,369 | $626.5K | 0.39% | +20+0.9% | Added |
| Harbour Capital Advisors, LLC | 2,390 | $628.8K | 0.16% | 00.0% | Unchanged |
| Oak Thistle LLC | 2,379 | $629.1K | 0.13% | +2,379 | New |
| Alhambra Investment Partners LLC | 2,380 | $629.4K | 0.32% | −15−0.6% | Reduced |
| Legacy Financial Group LLC | 2,388 | $631.4K | 0.10% | −218−8.4% | Reduced |
| Capital Investment Advisors, LLC | 2,394 | $633.1K | 0.01% | +885+58.6% | Added |
| Northcape Wealth Management, LLC | 2,400 | $634.7K | 0.21% | 00.0% | Unchanged |
| Nixon Peabody Trust Co | 2,404 | $635.8K | 0.05% | −572−19.2% | Reduced |
| Integrity Alliance, LLC. | 2,407 | $636.6K | 0.03% | +2,407 | New |
| Wedbush Securities Inc | 2,427 | $642.0K | 0.02% | −137−5.3% | Reduced |
| Spire Wealth Management | 2,456 | $649.4K | 0.02% | −23,624−90.6% | Reduced |
| Interchange Capital Partners, LLC | 2,469 | $653.0K | 0.18% | +118+5.0% | Added |
| Essex Savings Bank | 2,476 | $654.8K | 0.16% | −24−1.0% | Reduced |
| Wooster Corthell Wealth Management, Inc. | 2,476 | $654.8K | 0.13% | +15+0.6% | Added |
| Jeppson Wealth Management, LLC | 2,490 | $658.5K | 0.24% | 00.0% | Unchanged |
| Finward Bancorp | 2,500 | $661.1K | 0.57% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 2,506 | $662.8K | 0.31% | +5+0.2% | Added |
| TCG Advisory Services, LLC | 2,508 | $663.2K | 0.03% | +633+33.8% | Added |
| Transcend Wealth Collective, LLC | 2,513 | $664.6K | 0.05% | +131+5.5% | Added |
| Stratos Wealth Partners, LTD. | 2,514 | $664.9K | 0.01% | −290−10.3% | Reduced |
| True Vision MN LLC | 2,532 | $669.6K | 0.40% | −245−8.8% | Reduced |
| Biltmore Family Office, LLC | 2,534 | $670.1K | 0.11% | +1,700+203.8% | Added |
| Park National Corp | 2,540 | $671.7K | 0.02% | −413−14.0% | Reduced |
| First National Bank Sioux Falls | 2,546 | $673.3K | 0.27% | −3−0.1% | Reduced |
| Empower Advisory Group, LLC | 2,564 | $678.0K | 0.00% | −34−1.3% | Reduced |
| Stiles Financial Services Inc | 2,570 | $679.2K | 0.26% | −32−1.2% | Reduced |
| Simon Quick Advisors, LLC | 2,570 | $679.8K | 0.04% | +1,019+65.7% | Added |
| Franklin Street Advisors Inc | 2,579 | $682.0K | 0.05% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 2,586 | $683.9K | 0.00% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 2,587 | $684.2K | 0.34% | +167+6.9% | Added |
| Inlet Private Wealth, LLC | 2,590 | $685.0K | 0.18% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 2,595 | $686.3K | 0.06% | −415−13.8% | Reduced |
| Sound View Wealth Advisors Group, LLC | 2,596 | $686.5K | 0.06% | −304−10.5% | Reduced |
| Grimes & Company, Inc. | 2,601 | $688.0K | 0.02% | +60+2.4% | Added |
| Sageworth Trust Co of South Dakota | 2,607 | $689.4K | 0.83% | 00.0% | Unchanged |