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 |
|---|---|---|---|---|---|
| NBC Securities, Inc. | 2,999 | $793.0K | 0.07% | +2,996+99,866.7% | Added |
| Flagship Harbor Advisors, LLC | 2,918 | $771.7K | 0.04% | +979+50.5% | Added |
| Gryphon Financial Partners LLC | 2,914 | $770.5K | 0.11% | −137−4.5% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,899 | $766.7K | 0.09% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 2,897 | $766.1K | 0.73% | −137−4.5% | Reduced |
| Marcum Wealth, LLC | 2,889 | $764.0K | 0.07% | −47−1.6% | Reduced |
| Madison Asset Management, LLC | 2,882 | $762.2K | 0.01% | −128−4.3% | Reduced |
| Eastern Bank | 2,860 | $756.4K | 0.01% | −261−8.4% | Reduced |
| Guardian Wealth Advisors, LLC | 2,854 | $754.8K | 0.06% | −10−0.3% | Reduced |
| Clear Harbor Asset Management, LLC | 2,852 | $754.2K | 0.06% | +209+7.9% | Added |
| Headlands Technologies LLC | 2,849 | $753.4K | 0.09% | −7,498−72.5% | Reduced |
| Bank of New Hampshire | 2,829 | $748.2K | 0.20% | −30−1.0% | Reduced |
| Real Talk Capital, LLC | 2,814 | $744.2K | 1.00% | +24+0.9% | Added |
| Clare Market Investments LLC | 2,802 | $741.0K | 0.20% | +2,802 | New |
| LSV Asset Management | 2,800 | $740.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 2,797 | $739.7K | 0.00% | −138,369−98.0% | Reduced |
| Brave Asset Management Inc | 2,780 | $735.2K | 0.23% | 00.0% | Unchanged |
| United Community Bank | 2,776 | $734.1K | 0.27% | −20−0.7% | Reduced |
| Fidelis Capital Partners, LLC | 2,828 | $732.9K | 0.08% | +1,753+163.1% | Added |
| Connecticut Wealth Management, LLC | 2,769 | $732.3K | 0.04% | −110−3.8% | Reduced |
| JNBA Financial Advisors | 2,768 | $732.0K | 0.08% | −250−8.3% | Reduced |
| Great Valley Advisor Group, Inc. | 2,766 | $731.7K | 0.02% | +73+2.7% | Added |
| Mendel Money Management | 2,762 | $730.4K | 0.35% | 00.0% | Unchanged |
| Wedmont Private Capital | 2,978 | $730.1K | 0.04% | +342+13.0% | Added |
| Smartleaf Asset Management LLC | 2,780 | $727.8K | 0.07% | +621+28.8% | Added |
| LVW Advisors, LLC | 2,751 | $727.5K | 0.09% | −2−0.1% | Reduced |
| Impact Partnership Wealth, LLC | 2,744 | $725.7K | 0.15% | +509+22.8% | Added |
| Baldwin Brothers Inc | 2,741 | $724.9K | 0.05% | −19−0.7% | Reduced |
| Assetmark, Inc | 2,725 | $720.7K | 0.00% | −247−8.3% | Reduced |
| SkyOak Wealth, LLC | 2,721 | $719.6K | 0.16% | 00.0% | Unchanged |
| Principal Securities, Inc. | 2,983 | $718.6K | 0.02% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 2,717 | $718.5K | 0.07% | +2,717 | New |
| Foundations Investment Advisors, LLC | 2,708 | $716.1K | 0.01% | +294+12.2% | Added |
| Associated Banc-Corp | 2,695 | $712.7K | 0.02% | 00.0% | Unchanged |
| Twinbeech Capital LP | 2,687 | $710.6K | 0.01% | −109,115−97.6% | Reduced |
| Daymark Wealth Partners, LLC | 2,683 | $709.5K | 0.03% | −104,559−97.5% | Reduced |
| Clarius Group, LLC | 2,669 | $705.8K | 0.04% | +897+50.6% | Added |
| StoneX Group Inc. | 2,647 | $700.0K | 0.04% | +2,647 | New |
| Insigneo Advisory Services, LLC | 2,644 | $699.2K | 0.07% | −54−2.0% | Reduced |
| Independent Financial Group, LLC | 2,637 | $697.4K | 0.02% | +352+15.4% | Added |
| Welch & Forbes LLC | 2,621 | $693.1K | 0.01% | −4−0.2% | Reduced |
| Trust Asset Management LLC | 2,619 | $692.6K | 0.06% | −65−2.4% | Reduced |
| Orrstown Financial Services Inc | 2,611 | $690.5K | 0.16% | +22+0.8% | Added |
| Magnetar Financial LLC | 2,609 | $690.0K | 0.01% | +2,609 | New |
| Sageworth Trust Co of South Dakota | 2,607 | $689.4K | 0.83% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 2,601 | $688.0K | 0.02% | +60+2.4% | Added |
| Sound View Wealth Advisors Group, LLC | 2,596 | $686.5K | 0.06% | −304−10.5% | Reduced |
| Journey Advisory Group, LLC | 2,595 | $686.3K | 0.06% | −415−13.8% | Reduced |
| Inlet Private Wealth, LLC | 2,590 | $685.0K | 0.18% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 2,587 | $684.2K | 0.34% | +167+6.9% | Added |
| Boston Trust Walden Corp | 2,586 | $683.9K | 0.00% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 2,579 | $682.0K | 0.05% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 2,570 | $679.8K | 0.04% | +1,019+65.7% | Added |
| Stiles Financial Services Inc | 2,570 | $679.2K | 0.26% | −32−1.2% | Reduced |
| Empower Advisory Group, LLC | 2,564 | $678.0K | 0.00% | −34−1.3% | Reduced |
| First National Bank Sioux Falls | 2,546 | $673.3K | 0.27% | −3−0.1% | Reduced |
| Park National Corp | 2,540 | $671.7K | 0.02% | −413−14.0% | Reduced |
| Biltmore Family Office, LLC | 2,534 | $670.1K | 0.11% | +1,700+203.8% | Added |
| True Vision MN LLC | 2,532 | $669.6K | 0.40% | −245−8.8% | Reduced |
| Stratos Wealth Partners, LTD. | 2,514 | $664.9K | 0.01% | −290−10.3% | Reduced |
| Transcend Wealth Collective, LLC | 2,513 | $664.6K | 0.05% | +131+5.5% | Added |
| TCG Advisory Services, LLC | 2,508 | $663.2K | 0.03% | +633+33.8% | Added |
| Beacon Investment Advisors LLC | 2,506 | $662.8K | 0.31% | +5+0.2% | Added |
| Finward Bancorp | 2,500 | $661.1K | 0.57% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 2,490 | $658.5K | 0.24% | 00.0% | Unchanged |
| Wooster Corthell Wealth Management, Inc. | 2,476 | $654.8K | 0.13% | +15+0.6% | Added |
| Essex Savings Bank | 2,476 | $654.8K | 0.16% | −24−1.0% | Reduced |
| Interchange Capital Partners, LLC | 2,469 | $653.0K | 0.18% | +118+5.0% | Added |
| Spire Wealth Management | 2,456 | $649.4K | 0.02% | −23,624−90.6% | Reduced |
| Wedbush Securities Inc | 2,427 | $642.0K | 0.02% | −137−5.3% | Reduced |
| Integrity Alliance, LLC. | 2,407 | $636.6K | 0.03% | +2,407 | New |
| Nixon Peabody Trust Co | 2,404 | $635.8K | 0.05% | −572−19.2% | Reduced |
| Northcape Wealth Management, LLC | 2,400 | $634.7K | 0.21% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 2,394 | $633.1K | 0.01% | +885+58.6% | Added |
| Legacy Financial Group LLC | 2,388 | $631.4K | 0.10% | −218−8.4% | Reduced |
| Alhambra Investment Partners LLC | 2,380 | $629.4K | 0.32% | −15−0.6% | Reduced |
| Oak Thistle LLC | 2,379 | $629.1K | 0.13% | +2,379 | New |
| Harbour Capital Advisors, LLC | 2,390 | $628.8K | 0.16% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 2,369 | $626.5K | 0.39% | +20+0.9% | Added |
| CWA Asset Management Group, LLC | 2,362 | $624.7K | 0.03% | −5−0.2% | Reduced |
| Vident Advisory, LLC | 2,361 | $624.4K | 0.01% | −3,436−59.3% | Reduced |
| Cidel Asset Management Inc | 2,353 | $622.3K | 0.04% | −235−9.1% | Reduced |
| Robinswood Financial LLC | 2,349 | $621.2K | 0.23% | −50−2.1% | Reduced |
| denkapparat Operations GmbH | 2,348 | $621.0K | 0.66% | +2,348 | New |
| TCI Wealth Advisors, Inc. | 2,339 | $618.6K | 0.05% | +12+0.5% | Added |
| 1620 Investment Advisors, Inc. | 2,339 | $618.5K | 0.47% | +68+3.0% | Added |
| Heritage Wealth Management, Inc. | 2,330 | $616.2K | 0.21% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 2,325 | $614.8K | 0.06% | +344+17.4% | Added |
| LMCG Investments, LLC | 2,315 | $612.2K | 0.04% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 2,297 | $607.5K | 0.04% | +7+0.3% | Added |
| Sky Investment Group LLC | 2,291 | $605.9K | 0.11% | 00.0% | Unchanged |
| Foundation Resource Management Inc | 2,286 | $604.6K | 0.10% | −354−13.4% | Reduced |
| Leavell Investment Management, Inc. | 2,272 | $600.8K | 0.03% | −24−1.0% | Reduced |
| State of Wyoming | 2,268 | $599.8K | 0.08% | +756+50.0% | Added |
| City State Bank | 2,266 | $599.3K | 0.20% | 00.0% | Unchanged |
| South State Corp. | 2,266 | $599.3K | 0.03% | +64+2.9% | Added |
| Cigna Investments Inc | 2,263 | $598.0K | 0.11% | −52−2.2% | Reduced |
| Weik Capital Management | 2,235 | $591.1K | 0.24% | −615−21.6% | Reduced |
| Baron Wealth Management LLC | 2,224 | $588.1K | 0.26% | +532+31.4% | Added |
| Michael A. Dubis Financial Planning, LLC | 2,222 | $587.7K | 0.57% | 00.0% | Unchanged |