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 |
|---|---|---|---|---|---|
| Somerset Trust Co | 1,285 | $339.8K | 0.12% | +367+40.0% | Added |
| Csenge Advisory Group | 1,325 | $339.1K | 0.02% | −53−3.8% | Reduced |
| Kaufman Rossin Wealth, LLC | 1,279 | $338.2K | 0.24% | +1,279 | New |
| New Hampshire Trust | 1,276 | $337.5K | 0.08% | −45−3.4% | Reduced |
| Advisor OS, LLC | 1,265 | $334.6K | 0.04% | −22−1.7% | Reduced |
| Oakworth Capital, Inc. | 1,264 | $334.3K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,263 | $334.0K | 0.01% | +100+8.6% | Added |
| Dearborn Partners LLC | 1,263 | $333.9K | 0.02% | −125−9.0% | Reduced |
| Wealth Architects, LLC | 1,258 | $332.7K | 0.04% | +48+4.0% | Added |
| Liberty Capital Management, Inc. | 1,254 | $331.6K | 0.07% | +24+2.0% | Added |
| Caldwell Sutter Capital, Inc. | 1,253 | $331.3K | 0.16% | +4+0.3% | Added |
| NDVR, Inc. | 1,244 | $329.0K | 0.34% | −57−4.4% | Reduced |
| D'Orazio & Associates, Inc. | 1,244 | $328.9K | 0.05% | +59+5.0% | Added |
| Compass Capital Corp | 1,239 | $328.1K | 0.17% | +1,239 | New |
| Aprio Wealth Management, LLC | 1,240 | $328.0K | 0.04% | +165+15.3% | Added |
| Flynn Zito Capital Management, LLC | 1,237 | $327.2K | 0.15% | −922−42.7% | Reduced |
| Santori & Peters | 1,236 | $327.0K | 0.13% | 00.0% | Unchanged |
| Wealth Effects LLC | 1,231 | $325.4K | 0.14% | +1+0.1% | Added |
| Old Port Advisors | 1,229 | $325.0K | 0.10% | −88−6.7% | Reduced |
| Slocum, Gordon & Co LLP | 1,225 | $324.0K | 0.24% | −25−2.0% | Reduced |
| One Wealth Advisors, LLC | 1,223 | $323.4K | 0.05% | +308+33.7% | Added |
| United Advisor Group, LLC | 1,222 | $323.2K | 0.07% | −452−27.0% | Reduced |
| Washington Trust Bank | 1,218 | $322.1K | 0.03% | +1,218 | New |
| Sage Rhino Capital LLC | 1,218 | $322.1K | 0.07% | −3−0.2% | Reduced |
| Advisors Management Group Inc | 1,218 | $322.0K | 0.07% | 00.0% | Unchanged |
| Ariston Services Group | 1,212 | $320.5K | 0.27% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 1,212 | $320.5K | 0.04% | +1,212 | New |
| Legacy Private Trust Co. | 1,208 | $319.5K | 0.02% | −160−11.7% | Reduced |
| Nestegg Advisors, Inc. | 1,202 | $317.9K | 0.34% | 00.0% | Unchanged |
| Patten & Patten Inc | 1,201 | $317.7K | 0.02% | 00.0% | Unchanged |
| Builder Investment Group Inc | 1,200 | $317.4K | 0.09% | 00.0% | Unchanged |
| Enhancing Capital LLC | 1,200 | $317.4K | 0.25% | 00.0% | Unchanged |
| Greenup Street Wealth Management LLC | 1,198 | $317.0K | 0.06% | +176+17.2% | Added |
| Means Investment Co., Inc. | 1,199 | $317.0K | 0.03% | +1+0.1% | Added |
| Harbour Investments, Inc. | 1,196 | $316.3K | 0.01% | +6+0.5% | Added |
| Valmark Advisers, Inc. | 1,195 | $316.0K | 0.00% | +255+27.1% | Added |
| Mach-1 Financial Group, Inc. | 1,195 | $316.0K | 0.09% | +31+2.7% | Added |
| Randolph Co Inc | 1,191 | $315.0K | 0.04% | −312−20.8% | Reduced |
| Sunbelt Securities, Inc. | 1,191 | $315.0K | 0.03% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 1,189 | $314.6K | 0.02% | +91+8.3% | Added |
| Mayfair Advisory Group, LLC | 1,188 | $314.1K | 0.18% | −35−2.9% | Reduced |
| Catalyst Financial Partners LLC | 1,187 | $313.9K | 0.06% | +38+3.3% | Added |
| CRA Financial Services, LLC | 1,184 | $313.1K | 0.05% | 00.0% | Unchanged |
| Earnest Partners LLC | 1,182 | $312.6K | 0.00% | +4+0.3% | Added |
| Callan Capital, LLC | 1,171 | $309.7K | 0.02% | +155+15.3% | Added |
| Northwest Quadrant Wealth Management, LLC | 1,167 | $308.8K | 0.07% | −117−9.1% | Reduced |
| Caldwell Trust Co | 1,167 | $308.6K | 0.03% | −19−1.6% | Reduced |
| Rathbone Brothers plc | 1,166 | $308.4K | 0.00% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 1,163 | $307.6K | 0.05% | +25+2.2% | Added |
| Adviser Investments LLC | 1,162 | $307.3K | 0.00% | −105−8.3% | Reduced |
| Wealthspan Partners, LLC | 1,161 | $307.0K | 0.14% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 1,160 | $306.8K | 0.26% | −2−0.2% | Reduced |
| Keystone Financial Group, Inc. | 1,143 | $306.3K | 0.22% | +3+0.3% | Added |
| Willner & Heller, LLC | 1,155 | $305.6K | 0.28% | +4+0.3% | Added |
| Fiduciary Financial Group, LLC | 1,246 | $305.5K | 0.07% | −134−9.7% | Reduced |
| Flagship Wealth Advisors, LLC | 1,154 | $305.2K | 0.13% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 1,151 | $304.4K | 0.01% | −658−36.4% | Reduced |
| Onyx Bridge Wealth Group LLC | 1,148 | $303.6K | 0.04% | −9−0.8% | Reduced |
| EagleClaw Capital Managment, LLC | 1,146 | $303.1K | 0.05% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 1,146 | $303.1K | 0.08% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,145 | $302.8K | 0.13% | +1,145 | New |
| Advisors Asset Management, Inc. | 1,144 | $302.5K | 0.01% | −8,052−87.6% | Reduced |
| Stonehaven Wealth & Tax Solutions, LLC | 1,143 | $302.3K | 0.32% | −167−12.7% | Reduced |
| Scotia Capital Inc. | 1,143 | $302.3K | 0.00% | −127−10.0% | Reduced |
| Sawgrass Asset Management LLC | 1,142 | $302.0K | 0.04% | −528−31.6% | Reduced |
| VestGen Advisors, LLC | 1,141 | $301.7K | 0.01% | +1,141 | New |
| Inscription Capital, LLC | 1,311 | $301.7K | 0.05% | +1,311 | New |
| Ci Investments Inc. | 1,137 | $301.0K | 0.00% | +19+1.7% | Added |
| Sippican Capital Advisors | 1,136 | $300.4K | 0.23% | −25−2.2% | Reduced |
| JFS Wealth Advisors, LLC | 1,121 | $296.5K | 0.02% | +2+0.2% | Added |
| Marino, Stram & Associates LLC | 1,119 | $295.9K | 0.07% | +1+0.1% | Added |
| Capital Advisory Group Advisory Services, LLC | 1,116 | $295.1K | 0.11% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,115 | $294.9K | 0.03% | −248−18.2% | Reduced |
| Los Angeles Capital Management LLC | 1,114 | $294.6K | 0.00% | −64,918−98.3% | Reduced |
| Five Oceans Advisors | 1,114 | $294.6K | 0.14% | +11+1.0% | Added |
| Farmers & Merchants Investments Inc | 1,108 | $293.0K | 0.01% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 1,107 | $292.8K | 0.04% | −15−1.3% | Reduced |
| Avestar Capital, LLC | 1,106 | $292.5K | 0.03% | −214−16.2% | Reduced |
| Global Assets Advisory, LLC | 1,171 | $292.3K | 0.06% | +1,171 | New |
| Blume Capital Management, Inc. | 1,104 | $292.0K | 0.07% | +4+0.4% | Added |
| Rehmann Capital Advisory Group | 1,103 | $291.8K | 0.02% | +73+7.1% | Added |
| Anchor Investment Management, LLC | 1,103 | $291.7K | 0.03% | 00.0% | Unchanged |
| MFA Wealth Services | 1,097 | $290.1K | 0.24% | −167−13.2% | Reduced |
| Canvas Wealth Advisors, LLC | 1,104 | $288.6K | 0.07% | +33+3.1% | Added |
| Aaron Wealth Advisors | 1,083 | $286.4K | 0.03% | −47−4.2% | Reduced |
| Sterling Capital Management LLC | 1,083 | $286.4K | 0.00% | −2−0.2% | Reduced |
| Mutual Advisors, LLC | 1,101 | $285.2K | 0.01% | −953−46.4% | Reduced |
| Breakwater Capital Group | 1,076 | $284.6K | 0.05% | +65+6.4% | Added |
| Gerber Kawasaki Wealth & Investment Management | 1,070 | $283.1K | 0.01% | +1,070 | New |
| Charles Schwab Trust Co | 1,069 | $282.7K | 0.02% | −12−1.1% | Reduced |
| Financial Advocates Investment Management | 1,066 | $281.9K | 0.02% | +33+3.2% | Added |
| Key Financial Inc | 1,065 | $281.6K | 0.06% | 00.0% | Unchanged |
| Core Alternative Capital | 1,065 | $281.6K | 0.07% | +116+12.2% | Added |
| Allegiance Financial Group Advisory Services LLC | 1,062 | $280.9K | 0.09% | +1,062 | New |
| Voya Financial Advisors, Inc. | 1,070 | $280.1K | 0.03% | −12−1.1% | Reduced |
| Trustmark National Bank Trust Department | 1,059 | $280.1K | 0.02% | +130+14.0% | Added |
| Legacy Trust | 1,051 | $277.9K | 0.07% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,050 | $277.8K | 0.02% | +333+46.4% | Added |
| Pure Financial Advisors, Inc. | 1,050 | $277.7K | 0.01% | +218+26.2% | Added |
| Point72 Hong Kong Ltd | 1,050 | $277.6K | 0.02% | +1,050 | New |