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 |
|---|---|---|---|---|---|
| Principle Wealth Partners LLC | 15,997 | $4.23M | 0.30% | −873−5.2% | Reduced |
| Omers Administration Corp | 15,984 | $4.23M | 0.04% | +944+6.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 15,936 | $4.21M | 0.02% | −1,067−6.3% | Reduced |
| New Age Alpha Advisors, LLC | 15,716 | $4.16M | 0.19% | −1,153−6.8% | Reduced |
| Osborne Partners Capital Management, LLC | 15,678 | $4.15M | 0.24% | −700−4.3% | Reduced |
| Empire Financial Management Company, LLC | 15,591 | $4.12M | 1.27% | +509+3.4% | Added |
| Slow Capital, Inc. | 15,583 | $4.12M | 0.55% | +198+1.3% | Added |
| Romano Brothers and Company | 15,525 | $4.11M | 0.53% | −50.0% | Reduced |
| Asset Dedication, LLC | 15,470 | $4.09M | 0.33% | −571−3.6% | Reduced |
| Kentucky Retirement Systems | 15,438 | $4.08M | 0.12% | −225−1.4% | Reduced |
| Unison Advisors LLC | 15,373 | $4.07M | 0.52% | +66+0.4% | Added |
| TownSquare Capital, LLC | 15,096 | $3.99M | 0.04% | +3,969+35.7% | Added |
| BKD Wealth Advisors, LLC | 15,079 | $3.99M | 0.10% | +921+6.5% | Added |
| Shell Asset Management Co | 15,035 | $3.98M | 0.19% | −419−2.7% | Reduced |
| Cubist Systematic Strategies, LLC | 15,029 | $3.97M | 0.05% | +10,403+224.9% | Added |
| RSM US Wealth Management LLC | 14,915 | $3.94M | 0.06% | −556−3.6% | Reduced |
| ING Groep NV | 14,808 | $3.92M | 0.03% | −90−0.6% | Reduced |
| Atria Wealth Solutions, Inc. | 14,788 | $3.91M | 0.05% | −2,467−14.3% | Reduced |
| 1st Source Bank | 14,723 | $3.89M | 0.23% | −118−0.8% | Reduced |
| Lincoln Capital LLC | 14,621 | $3.82M | 0.80% | −48−0.3% | Reduced |
| Generali Asset Management SPA SGR | 14,406 | $3.81M | 0.09% | +689+5.0% | Added |
| CAPROCK Group, Inc. | 14,367 | $3.80M | 0.12% | +421+3.0% | Added |
| Siemens Fonds Invest GmbH | 14,316 | $3.79M | 0.26% | −85−0.6% | Reduced |
| Baker Avenue Asset Management, LP | 14,182 | $3.75M | 0.12% | +45+0.3% | Added |
| La Banque Postale Asset Management SA | 14,145 | $3.74M | 0.06% | +14,145 | New |
| Qsemble Capital Management, LP | 14,118 | $3.73M | 0.40% | +14,118 | New |
| Hartford Investment Management Co | 13,915 | $3.68M | 0.13% | −144−1.0% | Reduced |
| Prudential PLC | 13,869 | $3.67M | 0.02% | −20,621−59.8% | Reduced |
| Kingsview Wealth Management, LLC | 13,807 | $3.65M | 0.07% | −267−1.9% | Reduced |
| IFP Advisors, Inc | 13,672 | $3.62M | 0.11% | +562+4.3% | Added |
| NEOS Investment Management LLC | 13,667 | $3.61M | 0.07% | +2,504+22.4% | Added |
| MAI Capital Management | 13,609 | $3.60M | 0.03% | −94−0.7% | Reduced |
| Fulton Bank, N.A. | 13,579 | $3.59M | 0.14% | −709−5.0% | Reduced |
| Jupiter Asset Management Ltd | 13,544 | $3.58M | 0.03% | −62,158−82.1% | Reduced |
| Nomura Holdings Inc | 13,383 | $3.54M | 0.02% | −35,536−72.6% | Reduced |
| Icon Wealth Advisors, LLC | 13,361 | $3.53M | 0.29% | +280+2.1% | Added |
| Hancock Whitney Corp | 13,288 | $3.51M | 0.11% | −212−1.6% | Reduced |
| Rossmore Private Capital | 13,253 | $3.50M | 0.43% | −119−0.9% | Reduced |
| Summit Global Investments | 13,156 | $3.48M | 0.25% | +13,156 | New |
| Diversified Trust Co | 13,125 | $3.47M | 0.09% | +33+0.3% | Added |
| Gulf International Bank (UK) Ltd | 13,121 | $3.47M | 0.12% | −4,944−27.4% | Reduced |
| Horizon Investments, LLC | 13,105 | $3.47M | 0.10% | +931+7.6% | Added |
| Mirae Asset Securities (USA) Inc. | 13,033 | $3.45M | 0.15% | +13,033 | New |
| Financial Advisory Service, Inc. | 12,939 | $3.42M | 0.28% | +609+4.9% | Added |
| Advisory Services Network, LLC | 12,938 | $3.42M | 0.07% | +1,118+9.5% | Added |
| Ballentine Partners, LLC | 12,805 | $3.39M | 0.06% | +157+1.2% | Added |
| Allspring Global Investments Holdings, LLC | 12,779 | $3.38M | 0.01% | −4,144−24.5% | Reduced |
| Garner Asset Management Corp | 12,599 | $3.33M | 1.46% | −632−4.8% | Reduced |
| Merit Financial Group, LLC | 12,556 | $3.32M | 0.05% | +7,522+149.4% | Added |
| Park Avenue Securities LLC | 12,499 | $3.31M | 0.04% | +2,521+25.3% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 12,483 | $3.30M | 0.01% | 00.0% | Unchanged |
| Delta Financial Advisors LLC | 12,214 | $3.23M | 1.21% | +12,214 | New |
| Louisiana State Employees Retirement System | 12,200 | $3.23M | 0.06% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 12,177 | $3.22M | 0.02% | +390+3.3% | Added |
| Carnegie Capital Asset Management, LLC | 13,605 | $3.22M | 0.08% | +696+5.4% | Added |
| D.A. Davidson & Co. | 12,106 | $3.20M | 0.03% | +99+0.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 12,051 | $3.19M | 0.14% | −950−7.3% | Reduced |
| Globeflex Capital L P | 12,000 | $3.17M | 0.29% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 11,983 | $3.17M | 0.10% | −200−1.6% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 11,951 | $3.16M | 0.18% | +1,360+12.8% | Added |
| Congress Wealth Management LLC | 11,865 | $3.14M | 0.04% | +2,129+21.9% | Added |
| Compass Wealth Management LLC | 11,792 | $3.12M | 0.80% | −200−1.7% | Reduced |
| Metis Global Partners, LLC | 11,784 | $3.12M | 0.09% | +1,049+9.8% | Added |
| Savant Capital, LLC | 11,772 | $3.11M | 0.03% | −439−3.6% | Reduced |
| New Vernon Investment Management LLC | 11,735 | $3.10M | 4.15% | +8,750+293.1% | Added |
| Acropolis Investment Management, LLC | 11,711 | $3.10M | 0.18% | −237−2.0% | Reduced |
| Bryn Mawr Trust Co | 11,666 | $3.09M | 0.06% | −88−0.7% | Reduced |
| NewEdge Wealth, LLC | 11,598 | $3.07M | 0.06% | −435−3.6% | Reduced |
| Pacer Advisors, Inc. | 11,533 | $3.05M | 0.01% | −14,532−55.8% | Reduced |
| Jefferies Financial Group Inc. | 11,459 | $3.03M | 0.05% | +10,031+702.5% | Added |
| Kinneret Advisory, LLC | 11,456 | $3.03M | 0.31% | −40−0.3% | Reduced |
| Natural Investments, LLC | 11,417 | $3.02M | 0.86% | −141−1.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 11,418 | $2.99M | 0.03% | −803−6.6% | Reduced |
| Burney Co | 11,289 | $2.99M | 0.11% | −395−3.4% | Reduced |
| Tower Bridge Advisors | 11,213 | $2.97M | 0.33% | +360+3.3% | Added |
| Stephens Inc | 11,091 | $2.93M | 0.04% | −284−2.5% | Reduced |
| Granite Investment Partners, LLC | 11,038 | $2.92M | 0.15% | −1,116−9.2% | Reduced |
| Dark Forest Capital Management LP | 10,917 | $2.89M | 0.13% | +10,917 | New |
| Evercore Wealth Management, LLC | 10,914 | $2.89M | 0.05% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 10,855 | $2.87M | 0.73% | −145−1.3% | Reduced |
| Exeter Financial, LLC | 10,742 | $2.84M | 1.27% | +81+0.8% | Added |
| Pinnacle Financial Partners Inc | 11,048 | $2.84M | 0.06% | −198−1.8% | Reduced |
| Crossmark Global Holdings, Inc. | 10,732 | $2.84M | 0.05% | +445+4.3% | Added |
| GSB Wealth Management, LLC | 10,728 | $2.84M | 0.75% | +514+5.0% | Added |
| Bessemer Group Inc | 10,713 | $2.83M | 0.01% | −5,690−34.7% | Reduced |
| Agf Management Ltd | 10,698 | $2.83M | 0.01% | +528+5.2% | Added |
| Maryland State Retirement & Pension System | 10,682 | $2.82M | 0.07% | −1,519−12.4% | Reduced |
| Greenleaf Trust | 10,679 | $2.82M | 0.03% | +182+1.7% | Added |
| New Mexico Educational Retirement Board | 10,578 | $2.80M | 0.10% | −300−2.8% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 10,548 | $2.79M | 0.99% | −199−1.9% | Reduced |
| Eagle Rock Investment Company, LLC | 10,425 | $2.76M | 0.47% | −2,886−21.7% | Reduced |
| Groupama Asset Managment | 10,514 | $2.75M | 0.06% | −411−3.8% | Reduced |
| White Pine Capital LLC | 10,324 | $2.73M | 0.95% | +255+2.5% | Added |
| Azimuth Capital Investment Management LLC | 10,139 | $2.68M | 0.11% | −1,065−9.5% | Reduced |
| Founders Financial Securities LLC | 10,246 | $2.68M | 0.23% | +813+8.6% | Added |
| Toroso Investments, LLC | 10,132 | $2.68M | 0.02% | +1,008+11.0% | Added |
| CoreCap Advisors, LLC | 10,073 | $2.66M | 0.12% | +1,855+22.6% | Added |
| Erste Asset Management GmbH | 10,000 | $2.62M | 0.03% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 9,892 | $2.62M | 0.11% | −602−5.7% | Reduced |
| E. Ohman J:or Asset Management AB | 9,892 | $2.62M | 0.07% | −350−3.4% | Reduced |