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; 1,868 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 | 1,868 | $61.0B |
| Q1 2026 | 1,804 | $52.1B |
| Q4 2025 | 1,779 | $53.8B |
| Q3 2025 | 1,680 | $51.9B |
| Q2 2025 | 1,638 | $50.7B |
| Q1 2025 | 1,644 | $49.8B |
| Q4 2024 | 1,589 | $45.6B |
| Q3 2024 | 1,470 | $44.0B |
| Q2 2024 | 1,414 | $38.8B |
| Q1 2024 | 1,451 | $43.6B |
| Q4 2023 | 1,333 | $36.0B |
| Q3 2023 | 1,259 | $30.5B |
| Q2 2023 | 1,287 | $32.5B |
| Q1 2023 | 1,269 | $32.3B |
| Q4 2022 | 1,303 | $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 |
|---|---|---|---|---|---|
| Opus Capital Group, LLC | 2,218 | $587.0K | 0.08% | −81−3.5% | Reduced |
| Green Square Capital Advisors LLC | 2,217 | $586.3K | 0.09% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 2,207 | $583.8K | 0.01% | −178−7.5% | Reduced |
| Avantax Planning Partners, Inc. | 2,182 | $577.1K | 0.02% | −55−2.5% | 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 |
| Ameritas Investment Partners, Inc. | 2,160 | $571.2K | 0.02% | −552−20.4% | Reduced |
| River Wealth Advisors LLC | 2,160 | $571.1K | 0.08% | −100−4.4% | Reduced |
| AE Wealth Management LLC | 2,158 | $570.9K | 0.00% | +721+50.2% | Added |
| Sanibel Captiva Trust Company, Inc. | 2,158 | $570.7K | 0.02% | −38−1.7% | Reduced |
| Jump Financial, LLC | 2,157 | $570.4K | 0.01% | +2,157 | New |
| Centaurus Financial, Inc. | 2,138 | $566.0K | 0.03% | −302−12.4% | Reduced |
| Mather Group, LLC. | 2,121 | $561.0K | 0.01% | +162+8.3% | Added |
| Keystone Financial Group | 2,120 | $560.6K | 0.06% | +3+0.1% | Added |
| Lifeworks Advisors, LLC | 2,104 | $556.4K | 0.09% | −2−0.1% | Reduced |
| Gsa Capital Partners LLP | 2,097 | $555.0K | 0.05% | −736−26.0% | Reduced |
| Caisse des Depots Et Consignations | 2,091 | $553.0K | 0.03% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 2,082 | $550.6K | 0.18% | +658+46.2% | Added |
| Ledyard National Bank | 2,079 | $549.8K | 0.05% | +5+0.2% | Added |
| International Assets Investment Management, LLC | 2,078 | $549.5K | 0.05% | +34+1.7% | Added |
| Quotient Wealth Partners, LLC | 2,071 | $547.6K | 0.02% | −446−17.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 2,065 | $546.1K | 0.01% | +356+20.8% | Added |
| Diligent Investors, LLC | 2,056 | $543.7K | 0.13% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 2,055 | $543.5K | 0.05% | +2,055 | New |
| Chicago Partners Investment Group LLC | 2,012 | $540.8K | 0.02% | +82+4.2% | Added |
| Sagespring Wealth Partners, LLC | 2,041 | $539.9K | 0.01% | +542+36.2% | Added |
| Schechter Investment Advisors, LLC | 2,038 | $539.0K | 0.04% | +121+6.3% | Added |
| Sowell Financial Services LLC | 2,034 | $538.0K | 0.02% | +2,034 | New |
| Tradewinds Capital Management, LLC | 2,030 | $536.9K | 0.14% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 2,019 | $533.9K | 0.54% | +92+4.8% | Added |
| 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 |
| Parr McKnight Wealth Management Group, LLC | 2,013 | $532.4K | 0.08% | 00.0% | Unchanged |
| WFA Asset Management Corp | 2,307 | $530.9K | 0.28% | −43−1.8% | Reduced |
| Integrated Advisors Network LLC | 2,002 | $529.3K | 0.03% | −22−1.1% | Reduced |
| Andra AP-fonden | 2,000 | $528.9K | 0.01% | −2,900−59.2% | Reduced |
| Patrick M Sweeney & Associates, Inc | 1,995 | $527.5K | 0.39% | +21+1.1% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,012 | $526.6K | 0.08% | −117−5.5% | Reduced |
| CSS LLC | 1,990 | $526.3K | 0.04% | +210+11.8% | Added |
| Defined Wealth Management, LLC | 1,987 | $525.5K | 0.35% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 1,985 | $525.0K | 0.10% | −611−23.5% | Reduced |
| Brown Wealth Management, LLC | 1,982 | $524.2K | 0.18% | +1,982 | New |
| Rockland Trust Co | 1,974 | $522.0K | 0.03% | −133−6.3% | Reduced |
| Bearing Point Capital, LLC | 1,973 | $521.8K | 0.11% | +38+2.0% | Added |
| NWF Advisory Services Inc. | 1,950 | $515.7K | 0.07% | −32−1.6% | Reduced |
| Mesirow Financial Investment Management, Inc. | 1,945 | $514.6K | 0.01% | −1,945−50.0% | Reduced |
| Bank of Hawaii | 1,941 | $513.3K | 0.03% | −278−12.5% | Reduced |
| Marco Investment Management LLC | 1,935 | $511.7K | 0.05% | −9−0.5% | Reduced |
| Bridgewater Advisors Inc. | 1,930 | $509.6K | 0.04% | +1,930 | New |
| Valley Brook Capital Group | 1,918 | $507.2K | 0.40% | −75−3.8% | Reduced |
| Oberweis Asset Management Inc | 1,915 | $506.4K | 0.03% | −18−0.9% | Reduced |
| PDS Planning, Inc | 1,913 | $505.8K | 0.04% | +92+5.1% | Added |
| RMB Capital Management, LLC | 1,908 | $504.7K | 0.01% | +825+76.2% | Added |
| Athena Investment Management | 1,908 | $504.6K | 0.31% | −55−2.8% | Reduced |
| Spinnaker Trust | 1,905 | $503.8K | 0.03% | 00.0% | Unchanged |
| Stegent Equity Advisors, Inc. | 1,904 | $503.5K | 0.51% | +175+10.1% | Added |
| Northeast Investment Management | 1,900 | $502.5K | 0.02% | −42−2.2% | Reduced |
| First National Corp | 1,889 | $499.6K | 0.11% | −5−0.3% | Reduced |
| Evergreen Capital Management LLC | 1,876 | $496.2K | 0.02% | +92+5.2% | Added |
| SeaCrest Wealth Management, LLC | 1,876 | $496.0K | 0.06% | −217−10.4% | Reduced |
| Stockman Wealth Management, Inc. | 1,862 | $492.4K | 0.07% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 1,860 | $492.0K | 0.04% | 00.0% | Unchanged |
| Veracity Capital LLC | 1,857 | $491.2K | 0.19% | −33−1.7% | Reduced |
| Two Sigma Securities, LLC | 1,855 | $490.6K | 0.07% | +1,855 | New |
| Parkside Financial Bank & Trust | 1,853 | $490.0K | 0.06% | −37−2.0% | 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 |
| Cahaba Wealth Management, Inc. | 1,840 | $486.6K | 0.04% | −16−0.9% | Reduced |
| Brookstone Capital Management | 1,832 | $484.5K | 0.01% | +204+12.5% | Added |
| Burns Matteson Capital Management, LLC | 1,830 | $484.0K | 0.26% | +1,830 | New |
| Plante Moran Financial Advisors, LLC | 1,828 | $483.4K | 0.04% | −191−9.5% | Reduced |
| Mountain Pacific Investment Advisers Inc | 1,820 | $481.3K | 0.04% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 1,814 | $479.7K | 0.09% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 1,814 | $479.7K | 0.02% | +1+0.1% | Added |
| Pensionmark Financial Group, LLC | 1,800 | $476.1K | 0.01% | +290+19.2% | Added |
| CX Institutional | 1,792 | $474.0K | 0.02% | −20,505−92.0% | Reduced |
| Skopos Labs, Inc. | 1,791 | $473.4K | 0.10% | +520+40.9% | Added |
| Appleton Partners Inc | 1,776 | $470.0K | 0.04% | −291−14.1% | Reduced |
| Total Wealth Planning & Management, Inc. | 1,772 | $468.6K | 0.48% | +36+2.1% | Added |
| MQS Management LLC | 1,764 | $466.5K | 0.27% | +1,764 | New |
| Sivia Capital Partners, LLC | 1,760 | $465.4K | 0.22% | +1,760 | New |
| Drive Wealth Management, LLC | 1,759 | $465.1K | 0.11% | −15−0.8% | Reduced |
| Invesco, LLC | 1,758 | $464.9K | 0.19% | −230−11.6% | Reduced |
| Wesbanco Bank Inc | 1,745 | $461.5K | 0.02% | 00.0% | Unchanged |
| Callan Family Office, LLC | 1,738 | $459.6K | 0.03% | −47−2.6% | Reduced |
| PrairieView Partners, LLC | 1,735 | $458.0K | 0.05% | +110+6.8% | Added |
| Howland Capital Management LLC | 1,728 | $457.0K | 0.02% | −103−5.6% | Reduced |
| AdvisorNet Financial, Inc | 1,728 | $456.9K | 0.03% | −44−2.5% | Reduced |
| Proficio Capital Partners LLC | 1,728 | $456.9K | 0.04% | +73+4.4% | Added |
| Pavion Blue Capital, LLC | 1,724 | $455.9K | 0.22% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 1,721 | $455.3K | 0.01% | +1,721 | New |
| Advisors Capital Management, LLC | 1,720 | $455.0K | 0.01% | −259−13.1% | Reduced |
| Evermay Wealth Management LLC | 1,720 | $454.9K | 0.06% | 00.0% | Unchanged |
| 4WEALTH Advisors, Inc. | 1,704 | $450.8K | 0.50% | +272+19.0% | Added |
| Neville Rodie & Shaw Inc | 1,700 | $450.0K | 0.04% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 1,700 | $449.6K | 0.06% | 00.0% | Unchanged |
| Destination Wealth Management | 1,683 | $445.0K | 0.01% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 1,680 | $444.3K | 0.02% | +445+36.0% | Added |
| Transce3nd, LLC | 1,680 | $444.3K | 0.20% | +1,360+425.0% | Added |
| Whalerock Point Partners, LLC | 1,678 | $443.8K | 0.11% | −274−14.0% | Reduced |