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 |
|---|---|---|---|---|---|
| Prostatis Group LLC | 4,344 | $1.15M | 0.36% | −934−17.7% | Reduced |
| Somerset Group LLC | 4,303 | $1.14M | 1.04% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 4,302 | $1.14M | 0.64% | −316−6.8% | Reduced |
| Pitcairn Co | 4,293 | $1.14M | 0.07% | +430+11.1% | Added |
| PFG Advisors | 4,255 | $1.13M | 0.06% | +2,217+108.8% | Added |
| Silvercrest Asset Management Group LLC | 4,231 | $1.12M | 0.01% | −250−5.6% | Reduced |
| West Paces Advisors Inc. | 4,226 | $1.12M | 0.25% | +8+0.2% | Added |
| Community Bank, N.A. | 4,201 | $1.11M | 0.15% | −3,430−44.9% | Reduced |
| Paradigm Asset Management Co LLC | 4,200 | $1.11M | 0.30% | 00.0% | Unchanged |
| Tudor Financial Inc. | 4,200 | $1.11M | 0.67% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 4,169 | $1.10M | 0.03% | −382−8.4% | Reduced |
| Tradewinds, LLC. | 4,164 | $1.10M | 0.31% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 4,161 | $1.10M | 0.43% | +64+1.6% | Added |
| Coastal Bridge Advisors, LLC | 4,150 | $1.10M | 0.16% | +1,460+54.3% | Added |
| GTS Securities LLC | 4,135 | $1.09M | 0.05% | +2,941+246.3% | Added |
| IFC Advisors LLC | 4,119 | $1.09M | 0.23% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 4,077 | $1.08M | 0.06% | +163+4.2% | Added |
| Forza Wealth Management, LLC | 4,072 | $1.08M | 0.48% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 4,082 | $1.07M | 0.03% | −23,623−85.3% | Reduced |
| Vectors Research Management, LLC | 4,031 | $1.07M | 0.37% | −49−1.2% | Reduced |
| Davenport & Co LLC | 4,030 | $1.07M | 0.01% | +35+0.9% | Added |
| Guardian Partners Inc. | 4,112 | $1.07M | 0.11% | −449−9.8% | Reduced |
| Copperwynd Financial, LLC | 4,024 | $1.06M | 0.29% | +68+1.7% | Added |
| MUFG Securities Americas Inc. | 4,013 | $1.06M | 0.12% | +661+19.7% | Added |
| Farringdon Capital, Ltd. | 4,001 | $1.06M | 0.53% | +4,001 | New |
| Sterneck Capital Management, LLC | 4,000 | $1.06M | 0.57% | 00.0% | Unchanged |
| Yoffe Investment Management, LLC | 3,986 | $1.05M | 1.55% | −10.0% | Reduced |
| Mount Lucas Management LP | 3,906 | $1.03M | 0.49% | +3,906 | New |
| Harfst & Associates, Inc. | 3,898 | $1.03M | 0.24% | −5,793−59.8% | Reduced |
| Unigestion Holding SA | 3,892 | $1.03M | 0.06% | +2,134+121.4% | Added |
| Meiji Yasuda Life Insurance Co | 3,885 | $1.03M | 0.02% | −472−10.8% | Reduced |
| AMG National Trust Bank | 3,854 | $1.02M | 0.03% | +93+2.5% | Added |
| MWA Asset Management | 3,850 | $1.02M | 0.71% | +164+4.4% | Added |
| Fullcircle Wealth LLC | 3,870 | $1.01M | 0.42% | −17−0.4% | Reduced |
| JB Capital LLC | 3,817 | $1.01M | 0.06% | −5−0.1% | Reduced |
| Bard Financial Services, Inc. | 3,775 | $998.3K | 0.12% | 00.0% | Unchanged |
| High Note Wealth, LLC | 3,763 | $995.2K | 0.25% | −2−0.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 3,760 | $994.4K | 0.24% | −170−4.3% | Reduced |
| Smithfield Trust Co | 3,748 | $990.0K | 0.05% | 00.0% | Unchanged |
| Brighton Jones LLC | 3,742 | $989.7K | 0.03% | +465+14.2% | Added |
| Kanawha Capital Management LLC | 3,718 | $983.3K | 0.08% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 3,713 | $981.9K | 0.07% | −300−7.5% | Reduced |
| 1 North Wealth Services LLC | 3,703 | $979.3K | 0.45% | −171−4.4% | Reduced |
| Linden Thomas Advisory Services, LLC | 3,685 | $974.5K | 0.13% | +290+8.5% | Added |
| Rothschild Investment LLC | 3,659 | $967.7K | 0.06% | +25+0.7% | Added |
| Farther Finance Advisors, LLC | 3,653 | $966.4K | 0.02% | +1,049+40.3% | Added |
| Roehl & Yi Investment Advisors, LLC | 3,644 | $963.7K | 0.52% | −58−1.6% | Reduced |
| Legacy Capital Wealth Partners, LLC | 3,628 | $959.5K | 0.24% | −61−1.7% | Reduced |
| Equitable Holdings, Inc. | 3,626 | $958.9K | 0.01% | +158+4.6% | Added |
| Aries Wealth Management | 3,618 | $956.8K | 0.26% | +4+0.1% | Added |
| Burford Brothers, Inc. | 3,613 | $955.4K | 0.46% | +3,613 | New |
| Central Trust Co | 3,599 | $951.8K | 0.02% | −248−6.4% | Reduced |
| Money Concepts Capital Corp | 3,591 | $949.7K | 0.07% | −292−7.5% | Reduced |
| Apollon Wealth Management, LLC | 3,584 | $947.9K | 0.02% | +292+8.9% | Added |
| Wealthspire Advisors, LLC | 3,579 | $946.5K | 0.01% | +80+2.3% | Added |
| Abn Amro Investment Solutions | 3,567 | $943.3K | 0.02% | −248−6.5% | Reduced |
| Union Savings Bank | 3,552 | $939.3K | 0.46% | −991−21.8% | Reduced |
| Boyd Watterson Asset Management LLC | 3,538 | $935.7K | 0.30% | 00.0% | Unchanged |
| Ocean Capital Management, LLC | 3,509 | $928.0K | 0.22% | +7+0.2% | Added |
| Machina Capital S.A.S. | 3,498 | $925.1K | 0.27% | +3,498 | New |
| PFG Investments, LLC | 3,491 | $923.1K | 0.06% | −87−2.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 3,451 | $912.7K | 0.09% | +37+1.1% | Added |
| Larson Financial Group LLC | 3,441 | $910.1K | 0.04% | +1,474+74.9% | Added |
| NorthRock Partners, LLC | 3,374 | $892.2K | 0.03% | +189+5.9% | Added |
| Burns J W & Co Inc | 3,372 | $891.8K | 0.12% | −50−1.5% | Reduced |
| Frank, Rimerman Advisors LLC | 3,368 | $890.7K | 0.07% | +395+13.3% | Added |
| Strategic Advisors LLC | 3,359 | $888.4K | 0.17% | +83+2.5% | Added |
| Lederer & Associates Investment Counsel | 3,358 | $888.0K | 0.65% | −17−0.5% | Reduced |
| Tradition Wealth Management, LLC | 3,356 | $887.4K | 0.08% | +30+0.9% | Added |
| Penserra Capital Management LLC | 3,366 | $887.0K | 0.02% | +588+21.2% | Added |
| Empirical Asset Management, LLC | 3,340 | $883.3K | 0.30% | −12,702−79.2% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 3,322 | $878.5K | 0.41% | −24−0.7% | Reduced |
| Minot DeBlois Advisors LLC | 3,305 | $874.2K | 0.87% | −176−5.1% | Reduced |
| Searle & Co. | 3,304 | $873.8K | 0.25% | 00.0% | Unchanged |
| Villere St Denis J & Co LLC | 3,303 | $873.5K | 0.08% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 3,290 | $870.1K | 0.04% | +2,194+200.2% | Added |
| Pinnacle Bancorp, Inc. | 3,268 | $864.3K | 0.28% | −50−1.5% | Reduced |
| Ar Asset Management Inc | 3,264 | $863.0K | 0.20% | 00.0% | Unchanged |
| Davis R M Inc | 3,261 | $862.4K | 0.02% | −2−0.1% | Reduced |
| Boston Private Wealth LLC | 3,261 | $862.4K | 0.04% | −490−13.1% | Reduced |
| Mission Wealth Management, LP | 3,259 | $861.9K | 0.02% | −124−3.7% | Reduced |
| LVM Capital Management Ltd | 3,251 | $860.0K | 0.10% | −5−0.2% | Reduced |
| Soltis Investment Advisors LLC | 3,221 | $851.9K | 0.08% | −15−0.5% | Reduced |
| Scientech Research LLC | 3,214 | $850.0K | 0.22% | −117−3.5% | Reduced |
| Atomi Financial Group, Inc. | 3,196 | $845.1K | 0.04% | +411+14.8% | Added |
| Wilson & Boucher Capital Management, LLC | 3,188 | $843.1K | 0.63% | 00.0% | Unchanged |
| Syon Capital LLC | 3,181 | $841.2K | 0.07% | +429+15.6% | Added |
| Geneos Wealth Management Inc. | 3,181 | $841.2K | 0.03% | +223+7.5% | Added |
| Berger Financial Group, Inc | 3,180 | $841.0K | 0.06% | −343−9.7% | Reduced |
| Checchi Capital Advisers, LLC | 3,176 | $840.0K | 0.06% | +20+0.6% | Added |
| Financial Engines Advisors L.L.C. | 3,159 | $835.4K | 0.00% | +128+4.2% | Added |
| Transatlantique Private Wealth LLC | 3,150 | $833.0K | 0.33% | +41+1.3% | Added |
| Graypoint LLC | 3,120 | $825.1K | 0.05% | −106−3.3% | Reduced |
| Evernest Financial Advisors, LLC | 3,119 | $824.9K | 0.30% | −42−1.3% | Reduced |
| Van Hulzen Asset Management, LLC | 3,096 | $818.7K | 0.07% | −499−13.9% | Reduced |
| SRS Capital Advisors, Inc. | 3,090 | $817.3K | 0.05% | +1,049+51.4% | Added |
| Level Four Advisory Services, LLC | 3,068 | $811.4K | 0.03% | −47−1.5% | Reduced |
| Camden National Bank | 3,006 | $795.0K | 0.12% | −265−8.1% | Reduced |
| Bank of Stockton | 3,006 | $795.0K | 0.25% | −117−3.7% | Reduced |
| Two Sigma Advisers, LP | 3,000 | $793.4K | 0.00% | −6,300−67.7% | Reduced |