Travelers Companies, Inc.

TRV

Exchange: NYSE
Industry: Fire, Marine & Casualty Insurance
SEC CIK: 0000086312

SEC filings (opens in a new tab)

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, Q2 2025

Institutional positions in Travelers Companies, Inc. as of Jun 30, 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: 1,639; +13 vs. Q1 2025
Shares held: 189.6M; +1.75M (+0.9%) vs. Q1 2025
Total value: $50.7B; +$1.03B (+2.1%) vs. Q1 2025
New holders: 128; 599 more added
Sold out: 115; 564 more reduced

19 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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.

Institutional holdersQ2 2025: 1,639 institutions

Value heldQ2 2025: $50.7B

Institutions holding TRV and their total value by quarter
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, Q2 2025

Shares, value and share of portfolio for each institution holding Travelers Companies, Inc.; share changes are against Q1 2025.

Institutions holding TRV in Q2 2025
Institution	Shares	Value	% of portfolio	Change in shares	Action
Coston, McIsaac & Partners	2	$0	0.00%	+2	New
NVWM, LLC	1	$268	0.00%	−2−66.7%	Reduced
Creekmur Asset Management LLC	1	$268	0.00%	+1	New
DecisionPoint Financial, LLC	2	$534	0.00%	+2	New
LGT Financial Advisors LLC	2	$537	0.00%	+2	New
Eq Wealth Advisors, LLC	4	$1.07K	0.00%	00.0%	Unchanged
PayPay Securities Corp	4	$1.07K	0.05%	+1+33.3%	Added
Total Investment Management Inc	4	$1.07K	0.00%	+4	New
WestEnd Advisors, LLC	5	$1.34K	0.00%	−2−28.6%	Reduced
HHM Wealth Advisors, LLC	5	$1.34K	0.00%	00.0%	Unchanged
Stephens Consulting, LLC	5	$1.34K	0.00%	+5	New
Aspect Partners, LLC	6	$1.60K	0.00%	00.0%	Unchanged
Financial Network Wealth Advisors LLC	6	$1.60K	0.00%	+6	New
Breakwater Investment Management	7	$1.87K	0.00%	00.0%	Unchanged
MJT & Associates Financial Advisory Group, Inc.	7	$1.87K	0.00%	00.0%	Unchanged
Bellwether Advisors, LLC	7	$1.87K	0.00%	+7	New
Hazlett, Burt & Watson, Inc.	9	$2.00K	0.00%	−9−50.0%	Reduced
Thompson Investment Management, Inc.	8	$2.14K	0.00%	00.0%	Unchanged
Marshall & Sterling Wealth Advisors Inc.	9	$2.15K	0.00%	+5+125.0%	Added
Rakuten Securities, Inc.	9	$2.41K	0.00%	−61−87.1%	Reduced
Rossby Financial, LCC	10	$2.67K	0.00%	−30−75.0%	Reduced
S&T Bank	10	$2.67K	0.00%	00.0%	Unchanged
Signature Resources Capital Management, LLC	10	$2.67K	0.00%	+10	New
PFS Partners, LLC	10	$2.68K	0.00%	00.0%	Unchanged
Clark Wealth Partners	11	$2.94K	0.00%	00.0%	Unchanged
Parkworth Wealth Management, Inc.	12	$3.21K	0.00%	+5+71.4%	Added
Principia Wealth Advisory, LLC	12	$3.21K	0.00%	+5+71.4%	Added
Legacy Wealth Managment, LLC	12	$3.21K	0.00%	00.0%	Unchanged
Legacy Investment Solutions, LLC	12	$3.21K	0.00%	+12	New
HFM Investment Advisors, LLC	13	$3.48K	0.00%	+8+160.0%	Added
TFC Financial Management	14	$3.75K	0.00%	+1+7.7%	Added
Kilter Group LLC	14	$3.75K	0.00%	+14	New
Wood Tarver Financial Group, LLC	15	$4.00K	0.00%	−122−89.1%	Reduced
Bay Harbor Wealth Management, LLC	15	$4.01K	0.00%	+8+114.3%	Added
Redmont Wealth Advisors LLC	15	$4.01K	0.01%	+15	New
Garde Capital, Inc.	15	$4.01K	0.00%	00.0%	Unchanged
Sittner & Nelson, LLC	17	$4.55K	0.00%	00.0%	Unchanged
Bare Financial Services, Inc	17	$4.55K	0.00%	+16+1,600.0%	Added
WealthTrak Capital Management LLC	17	$4.55K	0.00%	+4+30.8%	Added
Global Wealth Strategies & Associates	18	$4.84K	0.00%	00.0%	Unchanged
Dogwood Wealth Management LLC	19	$4.87K	0.00%	+4+26.7%	Added
Accredited Wealth Management, LLC	19	$5.08K	0.00%	+19	New
Sierra Ocean, LLC	24	$6.44K	0.00%	00.0%	Unchanged
Boreal Capital Management LLC	25	$6.69K	0.01%	+25	New
Anfield Capital Management, LLC	26	$6.96K	0.00%	+7+36.8%	Added
GFG Capital, LLC	26	$6.96K	0.00%	+26	New
Kentucky Trust Co	28	$7.49K	0.00%	00.0%	Unchanged
Accordant Advisory Group Inc	28	$7.49K	0.01%	00.0%	Unchanged
Winnow Wealth LLC	28	$7.49K	0.01%	+20+250.0%	Added
Dunhill Financial, LLC	29	$7.76K	0.00%	00.0%	Unchanged
JDM Financial Group LLC	30	$8.03K	0.00%	00.0%	Unchanged
TD Capital Management LLC	31	$8.17K	0.00%	00.0%	Unchanged
Hopwood Financial Services, Inc.	35	$9.36K	0.01%	00.0%	Unchanged
Your Advocates Ltd., LLP	35	$9.36K	0.00%	00.0%	Unchanged
Capital Analysts, LLC	36	$10.0K	0.00%	−86−70.5%	Reduced
Rogco, LP	39	$10.4K	0.00%	−99−71.7%	Reduced
DiNuzzo Private Wealth, Inc.	40	$10.7K	0.00%	00.0%	Unchanged
Chung Wu Investment Group, LLC	40	$10.7K	0.01%	+40	New
Legend Financial Advisors, Inc.	41	$11.0K	0.01%	+41	New
Barnes Dennig Private Wealth Management LLC	41	$11.0K	0.01%	+41	New
CBIZ Investment Advisory Services, LLC	42	$11.2K	0.00%	+36+600.0%	Added
Proathlete Wealth Management LLC	43	$11.5K	0.00%	00.0%	Unchanged
Armstrong Advisory Group, Inc	44	$11.8K	0.00%	00.0%	Unchanged
Center for Financial Planning, Inc.	45	$12.0K	0.00%	00.0%	Unchanged
Albion Financial Group	46	$12.3K	0.00%	00.0%	Unchanged
Cranbrook Wealth Management, LLC	46	$12.3K	0.00%	00.0%	Unchanged
N.E.W. Advisory Services LLC	46	$12.3K	0.00%	00.0%	Unchanged
MPWM Advisory Solutions, LLC	46	$12.3K	0.01%	00.0%	Unchanged
Rialto Wealth Management, LLC	46	$12.3K	0.00%	+14+43.8%	Added
Avion Wealth	50	$13.0K	0.00%	+24+92.3%	Added
Howard Hughes Medical Institute	49	$13.1K	0.01%	+49	New
Rosenberg Matthew Hamilton	50	$13.4K	0.00%	00.0%	Unchanged
Innovative Advisory Group, LLC	52	$13.8K	0.01%	+1+2.0%	Added
RMG Wealth Management LLC	52	$13.8K	0.00%	+52	New
Costello Asset Management, INC	53	$14.1K	0.01%	00.0%	Unchanged
Morse Asset Management, Inc	53	$14.2K	0.00%	00.0%	Unchanged
Atlantic Trust, LLC	53	$14.2K	0.00%	+46+657.1%	Added
Raffa Wealth Management, LLC	55	$14.7K	0.00%	00.0%	Unchanged
Centricity Wealth Management, LLC	56	$15.0K	0.01%	00.0%	Unchanged
CarsonAllaria Wealth Management, Ltd.	56	$15.0K	0.01%	00.0%	Unchanged
Ameriflex Group, Inc.	59	$15.5K	0.01%	−47−44.3%	Reduced
Iron Horse Wealth Management, LLC	58	$15.5K	0.00%	00.0%	Unchanged
Putney Financial Group LLC	60	$16.1K	0.02%	−50−45.5%	Reduced
Activest Wealth Management	61	$16.3K	0.00%	00.0%	Unchanged
Highline Wealth Partners LLC	61	$16.3K	0.00%	+10+19.6%	Added
Comprehensive Financial Planning, Inc.	64	$17.0K	0.01%	+1+1.6%	Added
Wealth Preservation Advisors, LLC	65	$17.4K	0.01%	00.0%	Unchanged
WealthCollab, LLC	65	$17.4K	0.01%	00.0%	Unchanged
Scarborough Advisors, LLC	66	$17.7K	0.00%	+66	New
Insight Financial Services	69	$18.5K	0.01%	00.0%	Unchanged
SOA Wealth Advisors, LLC.	72	$19.4K	0.00%	00.0%	Unchanged
Salomon & Ludwin, LLC	76	$19.6K	0.00%	00.0%	Unchanged
DHJJ Financial Advisors, Ltd.	75	$20.1K	0.01%	00.0%	Unchanged
Sachetta, LLC	75	$20.1K	0.01%	+11+17.2%	Added
TruNorth Capital Management, LLC	76	$20.3K	0.00%	00.0%	Unchanged
Crowley Wealth Management, Inc.	77	$20.6K	0.02%	00.0%	Unchanged
Solstein Capital, LLC	81	$21.7K	0.01%	+81	New
Semmax Financial Advisors Inc.	82	$21.8K	0.01%	00.0%	Unchanged
Financial Management Professionals, Inc.	82	$21.9K	0.00%	+6+7.9%	Added
Creative Financial Designs Inc	84	$22.5K	0.00%	−11−11.6%	Reduced