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 |
|---|---|---|---|---|---|
| Kentucky Retirement Systems Insurance Trust Fund | 6,575 | $1.74M | 0.12% | −6,318−49.0% | Reduced |
| Agate Pass Investment Management, LLC | 6,575 | $1.74M | 0.74% | +3,000+83.9% | Added |
| IHT Wealth Management, LLC | 6,553 | $1.73M | 0.05% | −134−2.0% | Reduced |
| Ascent Group, LLC | 6,549 | $1.73M | 0.07% | +1,297+24.7% | Added |
| Resources Management Corp | 6,546 | $1.73M | 0.24% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 6,540 | $1.73M | 0.10% | +225+3.6% | Added |
| Moody National Bank Trust Division | 6,515 | $1.72M | 0.18% | −78−1.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 6,488 | $1.72M | 0.06% | +321+5.2% | Added |
| BSW Wealth Partners | 6,483 | $1.71M | 0.26% | −102−1.5% | Reduced |
| Academy Capital Management Inc | 6,417 | $1.70M | 0.29% | −1,135−15.0% | Reduced |
| Benjamin Edwards Inc | 6,397 | $1.69M | 0.02% | −153−2.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 6,354 | $1.68M | 0.11% | −12,801−66.8% | Reduced |
| Claro Advisors LLC | 6,334 | $1.68M | 0.22% | +117+1.9% | Added |
| Allworth Financial LP | 6,361 | $1.66M | 0.01% | +403+6.8% | Added |
| Ashton Thomas Private Wealth, LLC | 6,259 | $1.66M | 0.06% | −441−6.6% | Reduced |
| LRI Investments, LLC | 6,254 | $1.65M | 0.16% | −110−1.7% | Reduced |
| Vaughan David Investments LLC | 6,134 | $1.62M | 0.04% | −81−1.3% | Reduced |
| Avalon Trust Co | 6,112 | $1.62M | 0.13% | −375−5.8% | Reduced |
| Tevis Investment Management | 6,675 | $1.61M | 1.19% | 00.0% | Unchanged |
| Courier Capital LLC | 6,018 | $1.59M | 0.10% | −225−3.6% | Reduced |
| MB, Levis & Associates, LLC | 6,014 | $1.59M | 0.74% | +4+0.1% | Added |
| Walleye Capital LLC | 6,001 | $1.59M | 0.02% | +5,156+610.2% | Added |
| Pensionfund Sabic | 6,000 | $1.59M | 0.47% | −900−13.0% | Reduced |
| Susquehanna Fundamental Investments, LLC | 6,000 | $1.59M | 0.03% | +6,000 | New |
| NJ State Employees Deferred Compensation Plan | 5,943 | $1.57M | 0.20% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 5,919 | $1.57M | 0.02% | +1,099+22.8% | Added |
| Fiduciary Trust Co | 5,901 | $1.56M | 0.02% | +166+2.9% | Added |
| JT Stratford LLC | 5,746 | $1.52M | 0.27% | −298−4.9% | Reduced |
| J.W. Cole Advisors, Inc. | 5,734 | $1.52M | 0.05% | +778+15.7% | Added |
| Virtus Investment Advisers, Inc. | 5,719 | $1.51M | 0.41% | +5,719 | New |
| Quadcap Wealth Management, LLC | 5,703 | $1.51M | 0.22% | −74−1.3% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 5,694 | $1.51M | 0.50% | −537−8.6% | Reduced |
| Sumitomo Life Insurance Co | 5,691 | $1.51M | 0.05% | −60−1.0% | Reduced |
| Trust Co of Vermont | 5,685 | $1.50M | 0.08% | +195+3.6% | Added |
| Wealth Alliance | 5,665 | $1.50M | 0.18% | +549+10.7% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 5,665 | $1.50M | 0.10% | −235−4.0% | Reduced |
| V-Square Quantitative Management LLC | 5,638 | $1.49M | 0.22% | +198+3.6% | Added |
| Meeder Advisory Services, Inc. | 5,623 | $1.49M | 0.09% | +575+11.4% | Added |
| Kathmere Capital Management, LLC | 5,611 | $1.48M | 0.13% | +944+20.2% | Added |
| HighMark Wealth Management LLC | 5,571 | $1.47M | 0.87% | +20+0.4% | Added |
| PYA Waltman Capital, LLC | 5,565 | $1.47M | 0.46% | +67+1.2% | Added |
| SlateStone Wealth, LLC | 5,542 | $1.47M | 0.15% | +23+0.4% | Added |
| Lowe Brockenbrough & Co Inc | 5,523 | $1.46M | 0.10% | −1,086−16.4% | Reduced |
| Arvest Investments, Inc. | 5,505 | $1.46M | 0.23% | −79−1.4% | Reduced |
| Gen-Wealth Partners Inc | 5,485 | $1.45M | 0.61% | +437+8.7% | Added |
| Institute for Wealth Management, LLC. | 5,485 | $1.45M | 0.19% | −109−1.9% | Reduced |
| Elmwood Wealth Management, Inc. | 5,463 | $1.44M | 0.59% | −329−5.7% | Reduced |
| Allstate Corp | 5,438 | $1.44M | 0.04% | −1,543−22.1% | Reduced |
| Jones Financial Companies LLLP | 5,462 | $1.43M | 0.00% | +1,095+25.1% | Added |
| Douglass Winthrop Advisors, LLC | 5,377 | $1.42M | 0.03% | −942−14.9% | Reduced |
| Bridgefront Capital, LLC | 5,339 | $1.41M | 0.41% | +3,541+196.9% | Added |
| Concurrent Investment Advisors, LLC | 5,305 | $1.40M | 0.03% | +1,703+47.3% | Added |
| Haverford Trust Co | 5,297 | $1.40M | 0.01% | 00.0% | Unchanged |
| Net Worth Advisory Group | 5,294 | $1.40M | 0.44% | −108−2.0% | Reduced |
| Roundview Capital LLC | 5,292 | $1.40M | 0.10% | 00.0% | Unchanged |
| Private Trust Co NA | 5,277 | $1.40M | 0.14% | +65+1.2% | Added |
| Dynamic Advisor Solutions LLC | 5,232 | $1.38M | 0.05% | +5,232 | New |
| Ronald Blue Trust, Inc. | 5,214 | $1.38M | 0.02% | +228+4.6% | Added |
| Barden Capital Management, Inc. | 5,167 | $1.37M | 1.22% | +55+1.1% | Added |
| Hanson & Doremus Investment Management | 5,158 | $1.36M | 0.20% | +173+3.5% | Added |
| Plato Investment Management Ltd | 5,062 | $1.35M | 0.11% | −297−5.5% | Reduced |
| FJ Capital Management LLC | 5,104 | $1.35M | 0.14% | +5,104 | New |
| Joel Isaacson & Co., LLC | 5,103 | $1.35M | 0.06% | +8+0.2% | Added |
| Tocqueville Asset Management L.P. | 5,101 | $1.35M | 0.02% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 5,095 | $1.35M | 0.09% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 5,093 | $1.35M | 0.04% | −1,130−18.2% | Reduced |
| FineMark National Bank & Trust | 5,085 | $1.34M | 0.05% | −375−6.9% | Reduced |
| Valeo Financial Advisors, LLC | 5,068 | $1.34M | 0.04% | +6+0.1% | Added |
| Johnson Investment Counsel Inc | 5,051 | $1.34M | 0.01% | −28−0.6% | Reduced |
| Coldstream Capital Management Inc | 5,049 | $1.34M | 0.03% | +99+2.0% | Added |
| Pallas Capital Advisors LLC | 5,035 | $1.33M | 0.06% | +3,495+226.9% | Added |
| Trust Co of Toledo NA | 5,017 | $1.33M | 0.18% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 4,972 | $1.31M | 0.34% | +448+9.9% | Added |
| Harbor Capital Advisors, Inc. | 4,957 | $1.31M | 0.06% | −471−8.7% | Reduced |
| Quadrant Capital Group LLC | 4,955 | $1.31M | 0.05% | +941+23.4% | Added |
| Transamerica Financial Advisors, Inc. | 4,942 | $1.31M | 0.13% | +141+2.9% | Added |
| United Services Automobile Association | 4,970 | $1.30M | 0.04% | +4,970 | New |
| Quest Partners LLC | 4,895 | $1.29M | 0.14% | +4,258+668.4% | Added |
| Providence Wealth Advisors, LLC | 4,865 | $1.28M | 0.97% | +32+0.7% | Added |
| Kestra Investment Management, LLC | 4,848 | $1.28M | 0.04% | +153+3.3% | Added |
| Glenview Trust Co | 4,823 | $1.28M | 0.02% | +66+1.4% | Added |
| Lecap Asset Management Ltd | 4,819 | $1.27M | 0.30% | −7,070−59.5% | Reduced |
| Beaumont Financial Advisors, LLC | 4,803 | $1.27M | 0.10% | +51+1.1% | Added |
| Private Wealth Asset Management, LLC | 4,759 | $1.26M | 0.18% | +4,759 | New |
| Dorsey & Whitney Trust CO LLC | 4,755 | $1.26M | 0.07% | +14+0.3% | Added |
| Texas Bank & Trust Co | 4,687 | $1.24M | 0.52% | −40−0.8% | Reduced |
| Warren Averett Asset Management, LLC | 4,686 | $1.24M | 0.02% | +801+20.6% | Added |
| Zions Bancorporation, National Association | 4,684 | $1.24M | 0.08% | +4,684 | New |
| Flputnam Investment Management Co | 4,645 | $1.23M | 0.02% | −823−15.1% | Reduced |
| AA Financial Advisors, LLC | 4,605 | $1.22M | 0.30% | +34+0.7% | Added |
| Atlas Capital Advisors LLC | 4,558 | $1.21M | 0.15% | +4,098+890.9% | Added |
| Old National Bancorp | 4,478 | $1.18M | 0.03% | −1,315−22.7% | Reduced |
| Bailard, Inc. | 4,454 | $1.18M | 0.03% | +106+2.4% | Added |
| Forum Financial Management, LP | 4,428 | $1.17M | 0.02% | +39+0.9% | Added |
| Stock Yards Bank & Trust Co | 4,425 | $1.17M | 0.04% | +166+3.9% | Added |
| Versor Investments LP | 4,399 | $1.16M | 0.19% | +2,893+192.1% | Added |
| Lindbrook Capital, LLC | 4,388 | $1.16M | 0.11% | +141+3.3% | Added |
| Bridges Investment Management Inc | 4,377 | $1.16M | 0.02% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 4,361 | $1.15M | 0.58% | −150−3.3% | Reduced |
| Equitable Trust Co | 4,358 | $1.15M | 0.06% | −20.0% | Reduced |