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 |
|---|---|---|---|---|---|
| BFSG, LLC | 1,659 | $438.7K | 0.05% | −40−2.4% | Reduced |
| Thomasville National Bank | 1,650 | $436.4K | 0.03% | +3+0.2% | Added |
| Canandaigua National Trust Co of Florida | 1,648 | $435.8K | 0.38% | +10+0.6% | Added |
| Fiduciary Group LLC | 1,633 | $431.9K | 0.04% | 00.0% | Unchanged |
| PUREfi Wealth, LLC | 1,633 | $431.9K | 0.43% | +1,633 | New |
| Charter Trust Co | 1,627 | $430.3K | 0.03% | −31−1.9% | Reduced |
| Univest Financial Corp | 1,627 | $430.2K | 0.03% | −68−4.0% | Reduced |
| Hudson Portfolio Management LLC | 1,617 | $427.6K | 0.41% | +407+33.6% | Added |
| Crestwood Advisors Group LLC | 1,617 | $427.6K | 0.01% | −867−34.9% | Reduced |
| AGH Wealth Advisors, LLC | 1,613 | $426.6K | 0.41% | −22−1.3% | Reduced |
| Segment Wealth Management, LLC | 1,609 | $425.5K | 0.03% | +375+30.4% | Added |
| Cape Ann Savings Bank | 1,600 | $423.1K | 0.27% | +400+33.3% | Added |
| Harvest Fund Management Co., Ltd | 1,594 | $421.0K | 0.02% | −21−1.3% | Reduced |
| Sym Financial Corp | 1,585 | $419.2K | 0.05% | +286+22.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,582 | $418.3K | 0.02% | 00.0% | Unchanged |
| 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 |
| Moneta Group Investment Advisors LLC | 1,579 | $417.5K | 0.01% | −191−10.8% | Reduced |
| Hamilton Capital Partners Inc. | 1,577 | $417.1K | 0.03% | +1,577 | New |
| Novem Group | 1,576 | $416.8K | 0.06% | −33−2.1% | Reduced |
| Somerville Kurt F | 1,575 | $416.5K | 0.07% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 1,570 | $415.2K | 0.08% | −35−2.2% | Reduced |
| Cozad Asset Management Inc | 1,568 | $414.7K | 0.04% | −1,038−39.8% | Reduced |
| Golden State Equity Partners | 1,563 | $413.4K | 0.08% | −85−5.2% | Reduced |
| Burke & Herbert Bank & Trust Co | 1,562 | $413.1K | 0.10% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,555 | $411.3K | 0.07% | −100−6.0% | Reduced |
| ForthRight Wealth Management, LLC | 1,546 | $408.9K | 0.14% | −83−5.1% | Reduced |
| Manchester Capital Management LLC | 1,544 | $408.3K | 0.05% | +79+5.4% | Added |
| Bremer Bank National Association | 1,540 | $407.3K | 0.07% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 1,533 | $405.3K | 0.16% | −87−5.4% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 1,531 | $404.9K | 0.46% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 1,528 | $404.1K | 0.19% | −675−30.6% | Reduced |
| 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 |
| Boston Family Office LLC | 1,525 | $403.0K | 0.03% | 00.0% | Unchanged |
| G2 Capital Management, LLC | 1,520 | $402.0K | 0.12% | +4+0.3% | Added |
| Waldron Private Wealth LLC | 1,518 | $401.5K | 0.02% | −1,590−51.2% | Reduced |
| Fisher Asset Management, LLC | 1,518 | $401.5K | 0.00% | +113+8.0% | Added |
| McKinley Carter Wealth Services, Inc. | 1,516 | $400.9K | 0.02% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,515 | $400.7K | 0.02% | −18−1.2% | Reduced |
| West Coast Financial LLC | 1,509 | $399.1K | 0.05% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,508 | $398.8K | 0.12% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 1,500 | $397.0K | 0.06% | −50−3.2% | Reduced |
| Kingswood Wealth Advisors, LLC | 1,496 | $395.6K | 0.04% | −14−0.9% | Reduced |
| All Terrain Financial Advisors, LLC | 1,495 | $395.4K | 0.15% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 1,495 | $395.0K | 0.18% | −9−0.6% | Reduced |
| Renaissance Group LLC | 1,491 | $394.3K | 0.02% | −48−3.1% | Reduced |
| Farmers Trust Co | 1,484 | $392.5K | 0.07% | 00.0% | Unchanged |
| Colonial Trust Co | 1,483 | $392.2K | 0.06% | −84−5.4% | Reduced |
| ICONIQ Capital, LLC | 1,478 | $390.9K | 0.01% | +212+16.7% | Added |
| Robertson Stephens Wealth Management, LLC | 1,470 | $388.8K | 0.01% | −257−14.9% | Reduced |
| Tiemann Investment Advisors, LLC | 1,460 | $386.1K | 0.18% | 00.0% | Unchanged |
| First American Trust, FSB | 1,457 | $385.3K | 0.04% | −306−17.4% | Reduced |
| Simmons Bank | 1,455 | $384.8K | 0.03% | −10−0.7% | Reduced |
| Advisory Alpha, LLC | 1,451 | $383.8K | 0.01% | +47+3.3% | Added |
| Monument Capital Management | 1,450 | $383.4K | 0.12% | −86−5.6% | Reduced |
| Optimize Financial Inc | 1,447 | $382.7K | 0.14% | +1,447 | New |
| Dana Investment Advisors, Inc. | 1,446 | $382.4K | 0.01% | −301−17.2% | Reduced |
| Maven Securities LTD | 1,444 | $381.9K | 0.08% | +1,444 | New |
| 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 |
| BLB&B Advisors, LLC | 1,424 | $376.6K | 0.02% | +50+3.6% | Added |
| Wealthcare Advisory Partners LLC | 1,417 | $374.7K | 0.01% | −172−10.8% | Reduced |
| Knollwood Investment Advisory, LLC | 1,412 | $373.4K | 0.04% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 1,400 | $370.2K | 0.10% | +1,400 | New |
| Evoke Wealth, LLC | 1,396 | $369.2K | 0.01% | +224+19.1% | Added |
| Alpine Bank Wealth Management | 1,396 | $369.2K | 0.06% | +1,396 | New |
| 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 |
| Cornell Pochily Investment Advisors, Inc. | 1,389 | $367.3K | 0.13% | −2−0.1% | Reduced |
| Woodmont Investment Counsel LLC | 1,387 | $366.8K | 0.03% | −9−0.6% | Reduced |
| Great Waters Wealth Management | 1,384 | $366.1K | 0.05% | +27+2.0% | Added |
| Wealthstar Advisors, LLC | 1,383 | $365.7K | 0.17% | −108−7.2% | Reduced |
| Summit Financial, LLC | 1,382 | $365.5K | 0.01% | −38−2.7% | Reduced |
| Legal Advantage Investments, Inc. | 1,379 | $364.7K | 0.20% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 1,372 | $362.8K | 0.02% | −42−3.0% | Reduced |
| Cornerstone Wealth Management, LLC | 1,364 | $360.8K | 0.02% | −391−22.3% | Reduced |
| Plancorp, LLC | 1,361 | $359.9K | 0.01% | +125+10.1% | Added |
| Windsor Capital Management, LLC | 1,351 | $357.3K | 0.11% | +48+3.7% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 1,346 | $356.0K | 0.02% | 00.0% | Unchanged |
| First Nebraska Trust Co | 1,345 | $355.7K | 0.04% | 00.0% | Unchanged |
| SPC Financial, Inc. | 1,337 | $353.6K | 0.03% | −3−0.2% | Reduced |
| NBT Bank N A | 1,336 | $353.3K | 0.03% | −25−1.8% | Reduced |
| NorthCrest Asset Manangement, LLC | 1,336 | $353.2K | 0.01% | +1,336 | New |
| Busey Wealth Management | 1,332 | $352.3K | 0.01% | +55+4.3% | Added |
| Strategic Financial Services, Inc, | 1,332 | $352.3K | 0.02% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 1,329 | $351.5K | 0.01% | −172−11.5% | Reduced |
| Pin Oak Investment Advisors Inc | 1,338 | $350.0K | 0.27% | +341+34.2% | Added |
| Capital Performance Advisors LLP | 1,318 | $348.6K | 0.08% | +1,318 | New |
| Centennial Bank | 1,316 | $348.0K | 0.17% | +250+23.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,315 | $347.7K | 0.01% | −85−6.1% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 1,312 | $347.0K | 0.01% | −863−39.7% | Reduced |
| Medallion Wealth Advisors, LLC | 1,311 | $346.8K | 0.16% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 1,304 | $344.9K | 0.12% | 00.0% | Unchanged |
| Retirement Planning Group | 1,303 | $344.6K | 0.02% | +403+44.8% | Added |
| Delta Asset Management LLC | 1,296 | $342.7K | 0.03% | 00.0% | Unchanged |
| Henrickson Nauta Wealth Advisors, Inc. | 1,396 | $342.3K | 0.14% | +12+0.9% | Added |
| MKT Advisors LLC | 1,459 | $341.2K | 0.16% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 1,286 | $340.1K | 0.06% | 00.0% | Unchanged |