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 |
|---|---|---|---|---|---|
| Magnetar Financial LLC | 2,609 | $690.0K | 0.01% | +2,609 | New |
| Orrstown Financial Services Inc | 2,611 | $690.5K | 0.16% | +22+0.8% | Added |
| Trust Asset Management LLC | 2,619 | $692.6K | 0.06% | −65−2.4% | Reduced |
| Welch & Forbes LLC | 2,621 | $693.1K | 0.01% | −4−0.2% | Reduced |
| Independent Financial Group, LLC | 2,637 | $697.4K | 0.02% | +352+15.4% | Added |
| Insigneo Advisory Services, LLC | 2,644 | $699.2K | 0.07% | −54−2.0% | Reduced |
| StoneX Group Inc. | 2,647 | $700.0K | 0.04% | +2,647 | New |
| Clarius Group, LLC | 2,669 | $705.8K | 0.04% | +897+50.6% | Added |
| Daymark Wealth Partners, LLC | 2,683 | $709.5K | 0.03% | −104,559−97.5% | Reduced |
| Twinbeech Capital LP | 2,687 | $710.6K | 0.01% | −109,115−97.6% | Reduced |
| Associated Banc-Corp | 2,695 | $712.7K | 0.02% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 2,708 | $716.1K | 0.01% | +294+12.2% | Added |
| Nebula Research & Development LLC | 2,717 | $718.5K | 0.07% | +2,717 | New |
| Principal Securities, Inc. | 2,983 | $718.6K | 0.02% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 2,721 | $719.6K | 0.16% | 00.0% | Unchanged |
| Assetmark, Inc | 2,725 | $720.7K | 0.00% | −247−8.3% | Reduced |
| Baldwin Brothers Inc | 2,741 | $724.9K | 0.05% | −19−0.7% | Reduced |
| Impact Partnership Wealth, LLC | 2,744 | $725.7K | 0.15% | +509+22.8% | Added |
| LVW Advisors, LLC | 2,751 | $727.5K | 0.09% | −2−0.1% | Reduced |
| Smartleaf Asset Management LLC | 2,780 | $727.8K | 0.07% | +621+28.8% | Added |
| Wedmont Private Capital | 2,978 | $730.1K | 0.04% | +342+13.0% | Added |
| Mendel Money Management | 2,762 | $730.4K | 0.35% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 2,766 | $731.7K | 0.02% | +73+2.7% | Added |
| JNBA Financial Advisors | 2,768 | $732.0K | 0.08% | −250−8.3% | Reduced |
| Connecticut Wealth Management, LLC | 2,769 | $732.3K | 0.04% | −110−3.8% | Reduced |
| Fidelis Capital Partners, LLC | 2,828 | $732.9K | 0.08% | +1,753+163.1% | Added |
| United Community Bank | 2,776 | $734.1K | 0.27% | −20−0.7% | Reduced |
| Brave Asset Management Inc | 2,780 | $735.2K | 0.23% | 00.0% | Unchanged |
| Jane Street Group, LLC | 2,797 | $739.7K | 0.00% | −138,369−98.0% | Reduced |
| LSV Asset Management | 2,800 | $740.0K | 0.00% | 00.0% | Unchanged |
| Clare Market Investments LLC | 2,802 | $741.0K | 0.20% | +2,802 | New |
| Real Talk Capital, LLC | 2,814 | $744.2K | 1.00% | +24+0.9% | Added |
| Bank of New Hampshire | 2,829 | $748.2K | 0.20% | −30−1.0% | Reduced |
| Headlands Technologies LLC | 2,849 | $753.4K | 0.09% | −7,498−72.5% | Reduced |
| Clear Harbor Asset Management, LLC | 2,852 | $754.2K | 0.06% | +209+7.9% | Added |
| Guardian Wealth Advisors, LLC | 2,854 | $754.8K | 0.06% | −10−0.3% | Reduced |
| Eastern Bank | 2,860 | $756.4K | 0.01% | −261−8.4% | Reduced |
| Madison Asset Management, LLC | 2,882 | $762.2K | 0.01% | −128−4.3% | Reduced |
| Marcum Wealth, LLC | 2,889 | $764.0K | 0.07% | −47−1.6% | Reduced |
| Chesapeake Asset Management LLC | 2,897 | $766.1K | 0.73% | −137−4.5% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,899 | $766.7K | 0.09% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 2,914 | $770.5K | 0.11% | −137−4.5% | Reduced |
| Flagship Harbor Advisors, LLC | 2,918 | $771.7K | 0.04% | +979+50.5% | Added |
| NBC Securities, Inc. | 2,999 | $793.0K | 0.07% | +2,996+99,866.7% | Added |
| Two Sigma Advisers, LP | 3,000 | $793.4K | 0.00% | −6,300−67.7% | Reduced |
| Camden National Bank | 3,006 | $795.0K | 0.12% | −265−8.1% | Reduced |
| Bank of Stockton | 3,006 | $795.0K | 0.25% | −117−3.7% | Reduced |
| Level Four Advisory Services, LLC | 3,068 | $811.4K | 0.03% | −47−1.5% | Reduced |
| SRS Capital Advisors, Inc. | 3,090 | $817.3K | 0.05% | +1,049+51.4% | Added |
| Van Hulzen Asset Management, LLC | 3,096 | $818.7K | 0.07% | −499−13.9% | Reduced |
| Evernest Financial Advisors, LLC | 3,119 | $824.9K | 0.30% | −42−1.3% | Reduced |
| Graypoint LLC | 3,120 | $825.1K | 0.05% | −106−3.3% | Reduced |
| Transatlantique Private Wealth LLC | 3,150 | $833.0K | 0.33% | +41+1.3% | Added |
| Financial Engines Advisors L.L.C. | 3,159 | $835.4K | 0.00% | +128+4.2% | Added |
| Checchi Capital Advisers, LLC | 3,176 | $840.0K | 0.06% | +20+0.6% | Added |
| Berger Financial Group, Inc | 3,180 | $841.0K | 0.06% | −343−9.7% | Reduced |
| Geneos Wealth Management Inc. | 3,181 | $841.2K | 0.03% | +223+7.5% | Added |
| Syon Capital LLC | 3,181 | $841.2K | 0.07% | +429+15.6% | Added |
| Wilson & Boucher Capital Management, LLC | 3,188 | $843.1K | 0.63% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 3,196 | $845.1K | 0.04% | +411+14.8% | Added |
| Scientech Research LLC | 3,214 | $850.0K | 0.22% | −117−3.5% | Reduced |
| Soltis Investment Advisors LLC | 3,221 | $851.9K | 0.08% | −15−0.5% | Reduced |
| LVM Capital Management Ltd | 3,251 | $860.0K | 0.10% | −5−0.2% | Reduced |
| Mission Wealth Management, LP | 3,259 | $861.9K | 0.02% | −124−3.7% | Reduced |
| Boston Private Wealth LLC | 3,261 | $862.4K | 0.04% | −490−13.1% | Reduced |
| Davis R M Inc | 3,261 | $862.4K | 0.02% | −2−0.1% | Reduced |
| Ar Asset Management Inc | 3,264 | $863.0K | 0.20% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 3,268 | $864.3K | 0.28% | −50−1.5% | Reduced |
| Alpha Cubed Investments, LLC | 3,290 | $870.1K | 0.04% | +2,194+200.2% | Added |
| Villere St Denis J & Co LLC | 3,303 | $873.5K | 0.08% | 00.0% | Unchanged |
| Searle & Co. | 3,304 | $873.8K | 0.25% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 3,305 | $874.2K | 0.87% | −176−5.1% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 3,322 | $878.5K | 0.41% | −24−0.7% | Reduced |
| Empirical Asset Management, LLC | 3,340 | $883.3K | 0.30% | −12,702−79.2% | Reduced |
| Penserra Capital Management LLC | 3,366 | $887.0K | 0.02% | +588+21.2% | Added |
| Tradition Wealth Management, LLC | 3,356 | $887.4K | 0.08% | +30+0.9% | Added |
| Lederer & Associates Investment Counsel | 3,358 | $888.0K | 0.65% | −17−0.5% | Reduced |
| Strategic Advisors LLC | 3,359 | $888.4K | 0.17% | +83+2.5% | Added |
| Frank, Rimerman Advisors LLC | 3,368 | $890.7K | 0.07% | +395+13.3% | Added |
| Burns J W & Co Inc | 3,372 | $891.8K | 0.12% | −50−1.5% | Reduced |
| NorthRock Partners, LLC | 3,374 | $892.2K | 0.03% | +189+5.9% | Added |
| Larson Financial Group LLC | 3,441 | $910.1K | 0.04% | +1,474+74.9% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 3,451 | $912.7K | 0.09% | +37+1.1% | Added |
| PFG Investments, LLC | 3,491 | $923.1K | 0.06% | −87−2.4% | Reduced |
| Machina Capital S.A.S. | 3,498 | $925.1K | 0.27% | +3,498 | New |
| Ocean Capital Management, LLC | 3,509 | $928.0K | 0.22% | +7+0.2% | Added |
| Boyd Watterson Asset Management LLC | 3,538 | $935.7K | 0.30% | 00.0% | Unchanged |
| Union Savings Bank | 3,552 | $939.3K | 0.46% | −991−21.8% | Reduced |
| Abn Amro Investment Solutions | 3,567 | $943.3K | 0.02% | −248−6.5% | Reduced |
| Wealthspire Advisors, LLC | 3,579 | $946.5K | 0.01% | +80+2.3% | Added |
| Apollon Wealth Management, LLC | 3,584 | $947.9K | 0.02% | +292+8.9% | Added |
| Money Concepts Capital Corp | 3,591 | $949.7K | 0.07% | −292−7.5% | Reduced |
| Central Trust Co | 3,599 | $951.8K | 0.02% | −248−6.4% | Reduced |
| Burford Brothers, Inc. | 3,613 | $955.4K | 0.46% | +3,613 | New |
| Aries Wealth Management | 3,618 | $956.8K | 0.26% | +4+0.1% | Added |
| Equitable Holdings, Inc. | 3,626 | $958.9K | 0.01% | +158+4.6% | Added |
| Legacy Capital Wealth Partners, LLC | 3,628 | $959.5K | 0.24% | −61−1.7% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 3,644 | $963.7K | 0.52% | −58−1.6% | Reduced |
| Farther Finance Advisors, LLC | 3,653 | $966.4K | 0.02% | +1,049+40.3% | Added |
| Rothschild Investment LLC | 3,659 | $967.7K | 0.06% | +25+0.7% | Added |