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 |
|---|---|---|---|---|---|
| Everpar Advisors LLC | 1,049 | $277.4K | 0.15% | −178−14.5% | Reduced |
| 3Chopt Investment Partners, LLC | 1,044 | $276.1K | 0.07% | +1,044 | New |
| Jarislowsky, Fraser Ltd | 1,040 | $275.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 1,023 | $274.3K | 0.03% | +1,023 | New |
| Fukoku Mutual Life Insurance Co | 1,036 | $274.0K | 0.02% | 00.0% | Unchanged |
| Gries Financial LLC | 1,033 | $273.2K | 0.05% | −125−10.8% | Reduced |
| Humankind Investments LLC | 1,033 | $273.2K | 0.07% | +89+9.4% | Added |
| Altfest L J & Co Inc | 1,032 | $272.9K | 0.03% | −12−1.1% | Reduced |
| Zacks Investment Management | 1,031 | $272.7K | 0.00% | +78+8.2% | Added |
| Voleon Capital Management LP | 1,031 | $272.7K | 0.02% | +195+23.3% | Added |
| Leigh Baldwin & Co., LLC | 1,027 | $271.8K | 0.22% | +3+0.3% | Added |
| Crews Bank & Trust | 1,024 | $270.8K | 0.05% | 00.0% | Unchanged |
| HCR Wealth Advisors | 1,023 | $270.5K | 0.04% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 1,020 | $269.8K | 0.02% | +29+2.9% | Added |
| Wedgewood Investors Inc | 1,020 | $269.7K | 0.32% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 1,020 | $269.7K | 0.08% | +1,020 | New |
| Legacy Edge Advisors, LLC | 1,019 | $269.5K | 0.04% | +27+2.7% | Added |
| Sageworth Trust Co | 1,017 | $269.0K | 0.02% | +1+0.1% | Added |
| Tritonpoint Wealth, LLC | 1,016 | $268.7K | 0.03% | +68+7.2% | Added |
| Trust Point Inc. | 1,015 | $268.4K | 0.02% | −7−0.7% | Reduced |
| Old Mission Investment Co LLC | 1,013 | $267.9K | 0.08% | 00.0% | Unchanged |
| Chicago Trust Co NA | 1,013 | $267.9K | 0.05% | +4+0.4% | Added |
| Templeton & Phillips Capital Management, LLC | 1,005 | $265.8K | 0.19% | 00.0% | Unchanged |
| Next Capital Management LLC | 1,004 | $265.5K | 0.13% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 1,004 | $265.5K | 0.12% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 1,001 | $264.7K | 0.04% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 1,000 | $264.5K | 0.02% | 00.0% | Unchanged |
| Red Wave Investments LLC | 1,000 | $264.5K | 0.09% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 1,000 | $264.5K | 0.02% | 00.0% | Unchanged |
| Vision Capital Management, Inc. | 1,000 | $264.5K | 0.04% | +1,000 | New |
| St Germain D J Co Inc | 999 | $264.2K | 0.01% | −394−28.3% | Reduced |
| Financial Council Asset Management Inc | 994 | $262.9K | 0.14% | 00.0% | Unchanged |
| Greenberg Financial Group | 900 | $262.5K | 0.11% | +900 | New |
| Bragg Financial Advisors, Inc | 992 | $262.3K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 991 | $262.1K | 0.06% | −195−16.4% | Reduced |
| Magnus Financial Group LLC | 988 | $261.2K | 0.03% | −18−1.8% | Reduced |
| Global Strategic Investment Solutions, LLC | 985 | $260.5K | 0.03% | 00.0% | Unchanged |
| One Capital Management, LLC | 982 | $259.8K | 0.01% | +982 | New |
| Baxter Bros Inc | 971 | $256.8K | 0.03% | −100−9.3% | Reduced |
| SFMG, LLC | 970 | $256.6K | 0.02% | −16−1.6% | Reduced |
| Ti-Trust, Inc | 970 | $256.5K | 0.17% | −6−0.6% | Reduced |
| Sovereign Financial Group, Inc. | 964 | $254.9K | 0.06% | −16−1.6% | Reduced |
| Tortoise Investment Management, LLC | 961 | $254.1K | 0.03% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 955 | $252.4K | 0.03% | −46−4.6% | Reduced |
| L2 Asset Management, LLC | 953 | $252.0K | 0.05% | +86+9.9% | Added |
| Brendel Financial Advisors LLC | 944 | $250.0K | 0.15% | 00.0% | Unchanged |
| Edmp, Inc. | 945 | $249.9K | 0.21% | 00.0% | Unchanged |
| Ellevest, Inc. | 942 | $249.1K | 0.02% | −112−10.6% | Reduced |
| Penn Davis McFarland Inc | 933 | $246.7K | 0.03% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 930 | $245.9K | 0.01% | −135−12.7% | Reduced |
| FORM Wealth Advisors, LLC | 930 | $245.9K | 0.03% | +930 | New |
| McLean Asset Management Corp | 1,036 | $245.1K | 0.08% | +14+1.4% | Added |
| Childress Capital Advisors, LLC | 926 | $244.8K | 0.07% | −168−15.4% | Reduced |
| Advisor Resource Council | 925 | $244.6K | 0.02% | +925 | New |
| Madrona Financial Services, LLC | 923 | $244.1K | 0.07% | +2+0.2% | Added |
| SRN Advisors, LLC | 922 | $243.8K | 0.27% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 921 | $243.6K | 0.01% | +79+9.4% | Added |
| Knightsbridge Asset Management, LLC | 919 | $243.1K | 0.06% | +919 | New |
| Phillips Financial Management, LLC | 919 | $243.0K | 0.02% | +54+6.2% | Added |
| BNC Wealth Management, LLC | 919 | $243.0K | 0.09% | +2+0.2% | Added |
| Peachtree Investment Partners, LLC | 916 | $242.4K | 0.10% | +916 | New |
| Highland Capital Management, LLC | 915 | $242.0K | 0.01% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 913 | $241.5K | 0.02% | +63+7.4% | Added |
| Towneley Capital Management, Inc | 912 | $241.2K | 0.06% | +912 | New |
| Ironwood Financial, llc | 911 | $240.9K | 0.05% | 00.0% | Unchanged |
| First Affirmative Financial Network | 911 | $240.9K | 0.15% | −162−15.1% | Reduced |
| Elgethun Capital Management | 910 | $240.8K | 0.05% | +910 | New |
| Narus Financial Partners, LLC | 910 | $240.7K | 0.08% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 907 | $240.0K | 0.06% | +907 | New |
| Fieldview Capital Management, LLC | 907 | $239.9K | 0.03% | +907 | New |
| SageView Advisory Group, LLC | 906 | $239.6K | 0.01% | +55+6.5% | Added |
| Park Capital Management, LLC | 905 | $239.3K | 0.28% | +905 | New |
| Revolve Wealth Partners, LLC | 902 | $238.6K | 0.03% | −244−21.3% | Reduced |
| Aigen Investment Management, LP | 902 | $238.5K | 0.04% | −1,179−56.7% | Reduced |
| Resonant Capital Advisors, LLC | 902 | $238.5K | 0.02% | +902 | New |
| Washington Trust Co | 899 | $237.8K | 0.01% | −70−7.2% | Reduced |
| Intrua Financial, LLC | 897 | $237.2K | 0.04% | +13+1.5% | Added |
| Cobblestone Capital Advisors LLC | 896 | $237.0K | 0.01% | −478−34.8% | Reduced |
| Lebenthal Global Advisors, LLC | 894 | $236.4K | 0.04% | −1,409−61.2% | Reduced |
| Westpac Banking Corp | 891 | $235.6K | 0.02% | +891 | New |
| Warren Street Wealth Advisors, LLC | 891 | $235.6K | 0.09% | +891 | New |
| Keel Point, LLC | 890 | $235.3K | 0.02% | +44+5.2% | Added |
| Prelude Capital Management, LLC | 886 | $234.3K | 0.02% | +886 | New |
| Good Life Advisors, LLC | 885 | $234.2K | 0.02% | −50−5.3% | Reduced |
| Alpha DNA Investment Management LLC | 885 | $234.0K | 5.05% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 880 | $232.7K | 0.01% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 879 | $232.5K | 0.02% | −25−2.8% | Reduced |
| Naviter Wealth, LLC | 884 | $232.3K | 0.03% | +18+2.1% | Added |
| Family Firm, Inc. | 878 | $232.2K | 0.05% | +1+0.1% | Added |
| Carr Financial Group Corp | 877 | $232.0K | 0.08% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 876 | $231.7K | 0.15% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 874 | $231.3K | 0.01% | +874 | New |
| Castle Rock Wealth Management, LLC | 877 | $231.2K | 0.06% | +1+0.1% | Added |
| Alteri Wealth LLC | 871 | $230.2K | 0.10% | −59−6.3% | Reduced |
| RFG Advisory, LLC | 869 | $229.8K | 0.01% | +869 | New |
| Global Financial Private Client, LLC | 866 | $229.0K | 0.09% | +23+2.7% | Added |
| Ashton Thomas Securities, LLC | 865 | $228.8K | 0.06% | +16+1.9% | Added |
| Valtinson Bruner Financial Planning LLC | 863 | $228.3K | 0.08% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 862 | $228.0K | 0.11% | −11−1.3% | Reduced |
| Meridian Wealth Management, LLC | 861 | $227.8K | 0.01% | −16−1.8% | Reduced |