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 |
|---|---|---|---|---|---|
| Montag A & Associates Inc | 9,833 | $2.60M | 0.13% | −286−2.8% | Reduced |
| Nilsine Partners, LLC | 9,801 | $2.59M | 0.28% | −245−2.4% | Reduced |
| Wesleyan Assurance Society | 9,740 | $2.58M | 0.19% | 00.0% | Unchanged |
| HRT Financial LP | 9,688 | $2.56M | 0.02% | −6,636−40.7% | Reduced |
| DSG Capital Advisors, LLC | 9,655 | $2.55M | 0.52% | 00.0% | Unchanged |
| Sigma Planning Corp | 9,593 | $2.54M | 0.08% | −598−5.9% | Reduced |
| Parsons Capital Management Inc | 9,586 | $2.54M | 0.14% | 00.0% | Unchanged |
| Ostrum Asset Management | 9,558 | $2.53M | 0.13% | −1,922−16.7% | Reduced |
| Twin Capital Management Inc | 9,478 | $2.51M | 0.29% | −196−2.0% | Reduced |
| Levin Capital Strategies, L.P. | 9,433 | $2.49M | 0.26% | −119−1.2% | Reduced |
| Everence Capital Management Inc | 9,403 | $2.49M | 0.17% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 9,307 | $2.46M | 0.01% | −8,024−46.3% | Reduced |
| Cornerstone Advisors, LLC | 9,200 | $2.43M | 0.10% | 00.0% | Unchanged |
| Arrow Financial Corp | 9,117 | $2.41M | 0.27% | −79−0.9% | Reduced |
| Savoie Capital LLC | 10,000 | $2.41M | 0.29% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 9,101 | $2.41M | 0.02% | +375+4.3% | Added |
| Moors & Cabot, Inc. | 9,091 | $2.40M | 0.12% | +608+7.2% | Added |
| Kovitz Investment Group Partners, LLC | 9,087 | $2.40M | 0.01% | +80+0.9% | Added |
| Kestra Private Wealth Services, LLC | 9,060 | $2.40M | 0.04% | +1,538+20.4% | Added |
| Atlantic Union Bankshares Corp | 9,021 | $2.39M | 0.14% | −83−0.9% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 8,585 | $2.37M | 0.13% | +8,585 | New |
| Webster Bank, N. A. | 8,919 | $2.36M | 0.26% | −401−4.3% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 8,878 | $2.35M | 1.52% | −38−0.4% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 8,849 | $2.34M | 0.72% | −79−0.9% | Reduced |
| Buckingham Strategic Partners | 8,838 | $2.34M | 0.04% | +3,101+54.1% | Added |
| Tectonic Advisors LLC | 8,831 | $2.34M | 0.15% | +79+0.9% | Added |
| Hilltop Holdings Inc. | 8,823 | $2.33M | 0.15% | +588+7.1% | Added |
| Oppenheimer & Co Inc | 8,794 | $2.33M | 0.04% | −205−2.3% | Reduced |
| Argent Advisors, Inc. | 8,775 | $2.32M | 0.78% | +937+12.0% | Added |
| Canandaigua National Bank & Trust Co | 8,767 | $2.32M | 0.23% | −1,215−12.2% | Reduced |
| Weaver Capital Management LLC | 8,666 | $2.29M | 0.61% | −245−2.7% | Reduced |
| Accredited Investors Inc. | 8,662 | $2.29M | 0.14% | +455+5.5% | Added |
| First National Advisers, LLC | 8,661 | $2.29M | 0.37% | +769+9.7% | Added |
| Resources Investment Advisors, LLC. | 8,638 | $2.28M | 0.03% | +961+12.5% | Added |
| Stonegate Investment Group, LLC | 8,548 | $2.26M | 0.06% | −351−3.9% | Reduced |
| Aster Capital Management (DIFC) Ltd | 8,741 | $2.26M | 0.42% | +7,591+660.1% | Added |
| Kimelman & Baird, LLC | 8,536 | $2.26M | 0.19% | +8,536 | New |
| First National Trust Co | 8,531 | $2.26M | 0.09% | −1,051−11.0% | Reduced |
| Banque Cantonale Vaudoise | 8,487 | $2.25M | 0.10% | +8,487 | New |
| 1832 Asset Management L.P. | 8,488 | $2.24M | 0.00% | −362−4.1% | Reduced |
| Jacobi Capital Management LLC | 8,400 | $2.22M | 0.16% | +359+4.5% | Added |
| GAMMA Investing LLC | 8,332 | $2.20M | 0.17% | +1,277+18.1% | Added |
| Pinnacle Holdings, LLC | 8,312 | $2.20M | 0.84% | −381−4.4% | Reduced |
| Cim, LLC | 8,131 | $2.15M | 0.32% | +8,131 | New |
| Empirical Finance, LLC | 8,120 | $2.15M | 0.13% | +157+2.0% | Added |
| Bank & Trust Co | 8,105 | $2.14M | 1.75% | −249−3.0% | Reduced |
| Tower Research Capital LLC (TRC) | 8,095 | $2.14M | 0.06% | −15,156−65.2% | Reduced |
| Lido Advisors, LLC | 8,047 | $2.13M | 0.01% | +1,409+21.2% | Added |
| Two Sigma Investments, LP | 8,031 | $2.12M | 0.00% | +27+0.3% | Added |
| Capital Wealth Planning, LLC | 8,000 | $2.12M | 0.02% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 7,984 | $2.11M | 0.09% | +8+0.1% | Added |
| Entropy Technologies, LP | 7,965 | $2.11M | 0.21% | −2,737−25.6% | Reduced |
| National Asset Management, Inc. | 7,965 | $2.11M | 0.06% | +7,965 | New |
| Vestcor Inc | 7,950 | $2.10M | 0.07% | −54−0.7% | Reduced |
| Dakota Wealth Management | 7,937 | $2.10M | 0.05% | −14−0.2% | Reduced |
| Snowden Capital Advisors LLC | 7,923 | $2.10M | 0.07% | −339−4.1% | Reduced |
| Choate Investment Advisors | 7,911 | $2.09M | 0.05% | +21+0.3% | Added |
| Ancora Advisors, LLC | 7,910 | $2.09M | 0.05% | +9+0.1% | Added |
| FRG Family Wealth Advisors LLC | 7,900 | $2.09M | 0.40% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 7,782 | $2.06M | 0.20% | −215−2.7% | Reduced |
| EP Wealth Advisors, LLC | 7,713 | $2.04M | 0.02% | +187+2.5% | Added |
| Fayez Sarofim & Co | 7,688 | $2.03M | 0.01% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 7,684 | $2.03M | 0.06% | −450−5.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 7,617 | $2.01M | 0.42% | +5+0.1% | Added |
| Benin Management CORP | 7,538 | $1.99M | 0.57% | +25+0.3% | Added |
| GWN Securities Inc. | 7,461 | $1.96M | 0.11% | +6,512+686.2% | Added |
| WBH Advisory Inc | 7,417 | $1.96M | 0.18% | −354−4.6% | Reduced |
| Venture Visionary Partners LLC | 7,387 | $1.95M | 0.08% | +280+3.9% | Added |
| Profund Advisors LLC | 7,346 | $1.94M | 0.08% | −181−2.4% | Reduced |
| Smith, Salley & Associates | 7,321 | $1.94M | 0.13% | +44+0.6% | Added |
| Ossiam | 7,244 | $1.92M | 0.03% | −104,490−93.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,212 | $1.91M | 0.03% | +4+0.1% | Added |
| FIL Ltd | 7,210 | $1.91M | 0.00% | +1,395+24.0% | Added |
| Essex Financial Services, Inc. | 7,169 | $1.90M | 0.14% | −245−3.3% | Reduced |
| We Are One Seven, LLC | 7,153 | $1.89M | 0.07% | −822−10.3% | Reduced |
| Confluence Wealth Services, Inc. | 19,792 | $1.89M | 0.12% | +18,754+1,806.7% | Added |
| Concord Wealth Partners | 7,112 | $1.88M | 0.31% | +273+4.0% | Added |
| Integrated Wealth Concepts LLC | 7,107 | $1.88M | 0.02% | +297+4.4% | Added |
| Bokf, NA | 7,086 | $1.87M | 0.03% | −69−1.0% | Reduced |
| South Dakota Investment Council | 7,030 | $1.86M | 0.04% | 00.0% | Unchanged |
| Gifford Fong Associates | 7,000 | $1.85M | 0.46% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 6,922 | $1.83M | 0.96% | −80−1.1% | Reduced |
| Eagle Capital Management LLC | 6,900 | $1.82M | 0.01% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 6,895 | $1.82M | 0.07% | +2,191+46.6% | Added |
| Clearstead Advisors, LLC | 6,888 | $1.82M | 0.03% | +639+10.2% | Added |
| David Loasby | 7,405 | $1.82M | 0.18% | +62+0.8% | Added |
| Belpointe Asset Management LLC | 6,832 | $1.81M | 0.09% | −426−5.9% | Reduced |
| Johnson Financial Group, Inc. | 6,811 | $1.80M | 0.09% | +4,927+261.5% | Added |
| Ballast, Inc. | 6,807 | $1.80M | 0.51% | −15−0.2% | Reduced |
| Beacon Financial Group | 6,784 | $1.79M | 0.20% | −188−2.7% | Reduced |
| Paragon Capital Management Inc | 6,687 | $1.77M | 1.43% | −59−0.9% | Reduced |
| Muhlenkamp & Co Inc | 6,648 | $1.76M | 0.58% | +6,648 | New |
| Parallel Advisors, LLC | 6,645 | $1.76M | 0.04% | −366−5.2% | Reduced |
| SummitTX Capital, L.P. | 6,630 | $1.75M | 0.08% | +6,630 | New |
| Milestone Asset Management, LLC | 6,617 | $1.75M | 0.37% | −20,551−75.6% | Reduced |
| Ames National Corp | 6,617 | $1.75M | 1.17% | +80+1.2% | Added |
| Signaturefd, LLC | 6,600 | $1.75M | 0.03% | +145+2.2% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,580 | $1.74M | 0.04% | −1,241−15.9% | Reduced |
| Concord Asset Management, LLC | 6,715 | $1.74M | 0.38% | −219−3.2% | Reduced |
| Northern Financial Advisors Inc | 6,576 | $1.74M | 1.44% | +45+0.7% | Added |