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; 1,869 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
- 1,638
- +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
- 598 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Integrated Quantitative Investments LLC | 3,522 | $942.3K | 0.28% | +3,522 | New |
| Soltis Investment Advisors LLC | 3,524 | $942.8K | 0.07% | +303+9.4% | Added |
| Boyd Watterson Asset Management LLC | 3,538 | $946.6K | 0.30% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 3,567 | $954.3K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3,581 | $958.0K | 0.04% | +140+4.1% | Added |
| Roehl & Yi Investment Advisors, LLC | 3,605 | $964.5K | 0.49% | −39−1.1% | Reduced |
| Axxcess Wealth Management, LLC | 3,626 | $970.0K | 0.02% | −1,467−28.8% | Reduced |
| Summit Trail Advisors, LLC | 3,627 | $970.4K | 0.02% | +3,627 | New |
| Newbridge Financial Services Group, Inc. | 3,631 | $971.5K | 0.16% | −129−3.4% | Reduced |
| 1 North Wealth Services LLC | 3,673 | $982.7K | 0.39% | −30−0.8% | Reduced |
| Williamson Legacy Group, LLC | 3,679 | $984.3K | 0.83% | +3,679 | New |
| Rothschild Investment LLC | 3,685 | $985.9K | 0.06% | +26+0.7% | Added |
| AMG National Trust Bank | 3,688 | $986.7K | 0.03% | −166−4.3% | Reduced |
| Linden Thomas Advisory Services, LLC | 3,691 | $987.5K | 0.11% | +6+0.2% | Added |
| Canada Post Corp Registered Pension Plan | 3,691 | $987.5K | 0.06% | +3,691 | New |
| PFG Investments, LLC | 3,704 | $991.0K | 0.06% | +213+6.1% | Added |
| Smithfield Trust Co | 3,703 | $991.0K | 0.05% | −45−1.2% | Reduced |
| Kanawha Capital Management LLC | 3,718 | $994.7K | 0.07% | 00.0% | Unchanged |
| Essential Partners LLC | 3,719 | $995.0K | 0.40% | +3,719 | New |
| Pitcairn Co | 3,740 | $1.00M | 0.07% | −553−12.9% | Reduced |
| High Note Wealth, LLC | 3,763 | $1.01M | 0.23% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 3,766 | $1.01M | 0.01% | −465−11.0% | Reduced |
| Bard Financial Services, Inc. | 3,775 | $1.01M | 0.12% | 00.0% | Unchanged |
| Fullcircle Wealth LLC | 3,861 | $1.02M | 0.38% | −9−0.2% | Reduced |
| NorthRock Partners, LLC | 3,852 | $1.03M | 0.03% | +478+14.2% | Added |
| Baker Tilly Wealth Management, LLC | 3,856 | $1.03M | 0.37% | −305−7.3% | Reduced |
| Clare Market Investments LLC | 3,911 | $1.05M | 0.23% | +1,109+39.6% | Added |
| Los Angeles Capital Management LLC | 3,927 | $1.05M | 0.00% | +2,813+252.5% | Added |
| AA Financial Advisors, LLC | 3,939 | $1.05M | 0.23% | −666−14.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 3,968 | $1.06M | 0.07% | −20,086−83.5% | Reduced |
| MWA Asset Management | 3,978 | $1.06M | 0.65% | +128+3.3% | Added |
| Yoffe Investment Management, LLC | 3,987 | $1.07M | 1.46% | +10.0% | Added |
| Sterneck Capital Management, LLC | 4,000 | $1.07M | 0.54% | 00.0% | Unchanged |
| Prostatis Group LLC | 4,025 | $1.08M | 0.31% | −319−7.3% | Reduced |
| RMB Capital Management, LLC | 4,051 | $1.08M | 0.02% | +2,143+112.3% | Added |
| Fifth Third Wealth Advisors LLC | 4,053 | $1.08M | 0.05% | −24−0.6% | Reduced |
| Forza Wealth Management, LLC | 4,072 | $1.09M | 0.45% | 00.0% | Unchanged |
| Copperwynd Financial, LLC | 4,087 | $1.09M | 0.27% | +63+1.6% | Added |
| Vectors Research Management, LLC | 4,100 | $1.10M | 0.38% | +69+1.7% | Added |
| Westerkirk Capital Inc. | 4,100 | $1.10M | 0.14% | +4,100 | New |
| JB Capital LLC | 4,102 | $1.10M | 0.05% | +285+7.5% | Added |
| Tocqueville Asset Management L.P. | 4,107 | $1.10M | 0.02% | −994−19.5% | Reduced |
| West Paces Advisors Inc. | 4,112 | $1.10M | 0.23% | −114−2.7% | Reduced |
| IFC Advisors LLC | 4,119 | $1.10M | 0.21% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 4,121 | $1.10M | 0.42% | +4,121 | New |
| Man Group plc | 4,135 | $1.11M | 0.00% | −90,422−95.6% | Reduced |
| HBK Sorce Advisory LLC | 4,154 | $1.11M | 0.03% | −15−0.4% | Reduced |
| Meiji Yasuda Life Insurance Co | 4,181 | $1.12M | 0.03% | +296+7.6% | Added |
| Tudor Financial Inc. | 4,200 | $1.12M | 0.64% | 00.0% | Unchanged |
| Texas Bank & Trust Co | 4,270 | $1.14M | 0.45% | −417−8.9% | Reduced |
| Equitable Trust Co | 4,285 | $1.15M | 0.06% | −73−1.7% | Reduced |
| Equitable Holdings, Inc. | 4,286 | $1.15M | 0.01% | +660+18.2% | Added |
| Somerset Group LLC | 4,303 | $1.15M | 0.97% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 4,312 | $1.15M | 0.05% | +2,940+214.3% | Added |
| Millennium Management LLC | 4,332 | $1.16M | 0.00% | −357,579−98.8% | Reduced |
| Private Wealth Asset Management, LLC | 4,345 | $1.16M | 0.15% | −414−8.7% | Reduced |
| Coastal Bridge Advisors, LLC | 4,359 | $1.17M | 0.10% | +209+5.0% | Added |
| Investors Asset Management of Georgia Inc | 4,361 | $1.17M | 0.54% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 4,387 | $1.17M | 0.02% | +10+0.2% | Added |
| Ontario Teachers Pension Plan Board | 4,417 | $1.18M | 0.02% | +4,417 | New |
| Bullock Wealth Management Group | 4,435 | $1.18M | 0.63% | +133+3.1% | Added |
| Forum Financial Management, LP | 4,433 | $1.19M | 0.02% | +5+0.1% | Added |
| Farmers & Merchants Trust Co of Long Beach | 4,440 | $1.19M | 0.25% | +3,046+218.5% | Added |
| Davenport & Co LLC | 4,460 | $1.19M | 0.01% | +430+10.7% | Added |
| Flputnam Investment Management Co | 4,618 | $1.24M | 0.02% | −27−0.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 4,621 | $1.24M | 0.12% | −321−6.5% | Reduced |
| Convergence Investment Partners, LLC | 4,652 | $1.24M | 0.32% | +3,845+476.5% | Added |
| Bailard, Inc. | 4,685 | $1.25M | 0.03% | +231+5.2% | Added |
| Zions Bancorporation, National Association | 4,688 | $1.25M | 0.07% | +4+0.1% | Added |
| Brighton Jones LLC | 4,736 | $1.27M | 0.03% | +994+26.6% | Added |
| Stock Yards Bank & Trust Co | 4,781 | $1.28M | 0.04% | +356+8.0% | Added |
| Dorsey & Whitney Trust CO LLC | 4,789 | $1.28M | 0.07% | +34+0.7% | Added |
| Hanson & Doremus Investment Management | 4,803 | $1.28M | 0.17% | −355−6.9% | Reduced |
| Rydar Equities, Inc. | 4,835 | $1.29M | 1.02% | +4,835 | New |
| Walleye Trading LLC | 4,851 | $1.30M | 0.03% | +4,851 | New |
| Beaumont Financial Advisors, LLC | 4,914 | $1.31M | 0.10% | +111+2.3% | Added |
| Stance Capital LLC | 4,939 | $1.32M | 0.50% | +4,939 | New |
| Coldstream Capital Management Inc | 4,940 | $1.32M | 0.02% | −109−2.2% | Reduced |
| National Asset Management, Inc. | 4,940 | $1.32M | 0.06% | −3,025−38.0% | Reduced |
| Harbor Capital Advisors, Inc. | 4,954 | $1.32M | 0.06% | −3−0.1% | Reduced |
| PFG Advisors | 4,959 | $1.33M | 0.06% | +704+16.5% | Added |
| Providence Wealth Advisors, LLC | 5,043 | $1.33M | 0.91% | +178+3.7% | Added |
| Barden Capital Management, Inc. | 5,016 | $1.34M | 1.18% | −151−2.9% | Reduced |
| Trust Co of Toledo NA | 5,017 | $1.34M | 0.15% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 5,019 | $1.34M | 0.01% | +333+7.1% | Added |
| MUFG Securities Americas Inc. | 5,021 | $1.34M | 0.11% | +1,008+25.1% | Added |
| Johnson Investment Counsel Inc | 5,023 | $1.34M | 0.01% | −28−0.6% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 5,045 | $1.35M | 0.42% | −649−11.4% | Reduced |
| Plato Investment Management Ltd | 5,065 | $1.35M | 0.10% | +3+0.1% | Added |
| Joel Isaacson & Co., LLC | 5,058 | $1.35M | 0.06% | −45−0.9% | Reduced |
| FineMark National Bank & Trust | 5,071 | $1.36M | 0.05% | −14−0.3% | Reduced |
| Garland Capital Management Inc | 5,072 | $1.36M | 4.31% | −16,138−76.1% | Reduced |
| Private Trust Co NA | 5,108 | $1.37M | 0.13% | −169−3.2% | Reduced |
| Valeo Financial Advisors, LLC | 5,109 | $1.37M | 0.03% | +41+0.8% | Added |
| Guyasuta Investment Advisors Inc | 5,165 | $1.38M | 0.08% | +70+1.4% | Added |
| Ronald Blue Trust, Inc. | 5,261 | $1.41M | 0.02% | +47+0.9% | Added |
| Roundview Capital LLC | 5,263 | $1.41M | 0.09% | −29−0.5% | Reduced |
| Glenview Trust Co | 5,264 | $1.41M | 0.02% | +441+9.1% | Added |
| Dynamic Advisor Solutions LLC | 5,275 | $1.41M | 0.04% | +43+0.8% | Added |
| Callan Family Office, LLC | 5,280 | $1.41M | 0.04% | +3,542+203.8% | Added |