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 |
|---|---|---|---|---|---|
| Plimoth Trust Co LLC | 5,287 | $1.41M | 0.34% | +315+6.3% | Added |
| Gen-Wealth Partners Inc | 5,293 | $1.42M | 0.55% | −192−3.5% | Reduced |
| Board of the Pension Protection Fund | 5,300 | $1.42M | 1.53% | +5,300 | New |
| Haverford Trust Co | 5,343 | $1.43M | 0.01% | +46+0.9% | Added |
| Virtus Investment Advisers, Inc. | 5,347 | $1.43M | 0.48% | −372−6.5% | Reduced |
| Sumitomo Life Insurance Co | 5,357 | $1.43M | 0.10% | −334−5.9% | Reduced |
| Douglass Winthrop Advisors, LLC | 5,377 | $1.44M | 0.03% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 5,411 | $1.45M | 0.08% | −112−2.0% | Reduced |
| Belpointe Asset Management LLC | 5,430 | $1.45M | 0.06% | −1,402−20.5% | Reduced |
| Institute for Wealth Management, LLC. | 5,461 | $1.46M | 0.16% | −24−0.4% | Reduced |
| Elmwood Wealth Management, Inc. | 5,463 | $1.46M | 0.58% | 00.0% | Unchanged |
| Arvest Investments, Inc. | 5,487 | $1.47M | 0.22% | −18−0.3% | Reduced |
| Net Worth Advisory Group | 5,512 | $1.47M | 0.33% | +218+4.1% | Added |
| Old National Bancorp | 5,536 | $1.48M | 0.03% | +1,058+23.6% | Added |
| Geneos Wealth Management Inc. | 5,537 | $1.48M | 0.04% | +2,356+74.1% | Added |
| Pallas Capital Advisors LLC | 5,566 | $1.49M | 0.06% | +531+10.5% | Added |
| HighMark Wealth Management LLC | 5,572 | $1.49M | 0.73% | +10.0% | Added |
| SummitTX Capital, L.P. | 5,584 | $1.49M | 0.07% | −1,046−15.8% | Reduced |
| V-Square Quantitative Management LLC | 5,589 | $1.50M | 0.20% | −49−0.9% | Reduced |
| Trust Co of Vermont | 5,642 | $1.51M | 0.07% | −43−0.8% | Reduced |
| Wealth Alliance | 5,682 | $1.52M | 0.17% | +17+0.3% | Added |
| Cornercap Investment Counsel Inc | 5,683 | $1.52M | 0.79% | −1,239−17.9% | Reduced |
| SlateStone Wealth, LLC | 5,801 | $1.55M | 0.15% | +259+4.7% | Added |
| Kestra Private Wealth Services, LLC | 5,853 | $1.57M | 0.02% | −3,207−35.4% | Reduced |
| Cinctive Capital Management LP | 5,883 | $1.57M | 0.09% | +5,883 | New |
| Meeder Advisory Services, Inc. | 5,883 | $1.57M | 0.08% | +260+4.6% | Added |
| Pensionfund Sabic | 5,900 | $1.58M | 0.45% | −100−1.7% | Reduced |
| Concurrent Investment Advisors, LLC | 5,927 | $1.59M | 0.03% | +622+11.7% | Added |
| NJ State Employees Deferred Compensation Plan | 5,943 | $1.59M | 0.19% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 5,979 | $1.60M | 0.12% | +368+6.6% | Added |
| Susquehanna Fundamental Investments, LLC | 6,000 | $1.61M | 0.04% | 00.0% | Unchanged |
| Courier Capital LLC | 6,018 | $1.61M | 0.10% | 00.0% | Unchanged |
| Fiduciary Trust Co | 6,045 | $1.62M | 0.02% | +144+2.4% | Added |
| Colony Group, LLC | 6,069 | $1.62M | 0.00% | −11,767−66.0% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 6,080 | $1.63M | 0.00% | +6,080 | New |
| Ashton Thomas Private Wealth, LLC | 6,083 | $1.63M | 0.06% | −176−2.8% | Reduced |
| Squarepoint Ops LLC | 6,092 | $1.63M | 0.00% | −47,438−88.6% | Reduced |
| Vaughan David Investments LLC | 6,109 | $1.63M | 0.04% | −25−0.4% | Reduced |
| Claro Advisors LLC | 6,109 | $1.63M | 0.27% | −225−3.6% | Reduced |
| PYA Waltman Capital, LLC | 6,136 | $1.64M | 0.47% | +571+10.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 6,149 | $1.65M | 0.11% | −426−6.5% | Reduced |
| MB, Levis & Associates, LLC | 6,150 | $1.65M | 0.72% | +136+2.3% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,191 | $1.66M | 0.04% | −389−5.9% | Reduced |
| LRI Investments, LLC | 6,212 | $1.66M | 0.14% | −42−0.7% | Reduced |
| Moody National Bank Trust Division | 6,353 | $1.70M | 0.16% | −162−2.5% | Reduced |
| Vident Advisory, LLC | 6,395 | $1.71M | 0.02% | +4,034+170.9% | Added |
| Ames National Corp | 6,407 | $1.71M | 1.11% | −210−3.2% | Reduced |
| Academy Capital Management Inc | 6,417 | $1.72M | 0.25% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 6,477 | $1.73M | 0.05% | −76−1.2% | Reduced |
| Quadrant Capital Group LLC | 6,478 | $1.73M | 0.06% | +1,523+30.7% | Added |
| TD Private Client Wealth LLC | 6,533 | $1.75M | 0.04% | +6,533 | New |
| Resources Management Corp | 6,546 | $1.75M | 0.24% | 00.0% | Unchanged |
| Paragon Capital Management Inc | 6,549 | $1.75M | 1.34% | −138−2.1% | Reduced |
| DAGCO, Inc. | 6,549 | $1.75M | 0.49% | +6,549 | New |
| Agate Pass Investment Management, LLC | 6,575 | $1.76M | 0.72% | 00.0% | Unchanged |
| Profund Advisors LLC | 6,584 | $1.76M | 0.06% | −762−10.4% | Reduced |
| Tevis Investment Management | 6,595 | $1.76M | 1.13% | −80−1.2% | Reduced |
| Benjamin Edwards Inc | 6,606 | $1.77M | 0.02% | +209+3.3% | Added |
| Ballast, Inc. | 6,634 | $1.77M | 0.46% | −173−2.5% | Reduced |
| Muhlenkamp & Co Inc | 6,648 | $1.78M | 0.55% | 00.0% | Unchanged |
| BSW Wealth Partners | 6,649 | $1.78M | 0.24% | +166+2.6% | Added |
| HighPoint Advisor Group LLC | 6,684 | $1.79M | 0.10% | +144+2.2% | Added |
| Spire Wealth Management | 6,776 | $1.79M | 0.06% | +4,320+175.9% | Added |
| Northern Financial Advisors Inc | 6,699 | $1.79M | 1.35% | +123+1.9% | Added |
| Bayview Asset Management, LLC | 6,700 | $1.79M | 1.80% | +6,700 | New |
| Signaturefd, LLC | 6,701 | $1.79M | 0.03% | +101+1.5% | Added |
| Jones Financial Companies LLLP | 6,863 | $1.81M | 0.00% | +1,401+25.6% | Added |
| Bokf, NA | 6,761 | $1.81M | 0.03% | −325−4.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 6,775 | $1.81M | 0.07% | +287+4.4% | Added |
| Beacon Financial Group | 6,798 | $1.82M | 0.19% | +14+0.2% | Added |
| J. Safra Sarasin Holding AG | 6,814 | $1.82M | 0.03% | +6,814 | New |
| Parallel Advisors, LLC | 6,866 | $1.84M | 0.04% | +221+3.3% | Added |
| Nicholas Hoffman & Company, LLC. | 6,868 | $1.84M | 0.05% | −27−0.4% | Reduced |
| Nordwand Advisors, LLC | 6,890 | $1.84M | 0.29% | +6,740+4,493.3% | Added |
| Eagle Capital Management LLC | 6,900 | $1.85M | 0.01% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 6,947 | $1.86M | 0.00% | −485,643−98.6% | Reduced |
| Ascent Group, LLC | 6,959 | $1.86M | 0.07% | +410+6.3% | Added |
| David Loasby | 7,214 | $1.86M | 0.16% | −191−2.6% | Reduced |
| Aptus Capital Advisors, LLC | 6,985 | $1.87M | 0.02% | +1,066+18.0% | Added |
| Kestra Investment Management, LLC | 7,042 | $1.87M | 0.03% | +2,194+45.3% | Added |
| JT Stratford LLC | 6,989 | $1.87M | 0.28% | +1,243+21.6% | Added |
| Gifford Fong Associates | 7,000 | $1.87M | 0.43% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 7,017 | $1.88M | 0.08% | +7,017 | New |
| South Dakota Investment Council | 7,030 | $1.88M | 0.04% | 00.0% | Unchanged |
| WBH Advisory Inc | 7,117 | $1.90M | 0.16% | −300−4.0% | Reduced |
| Clearstead Advisors, LLC | 7,151 | $1.91M | 0.03% | +263+3.8% | Added |
| Carmel Capital Partners, LLC | 7,192 | $1.92M | 0.67% | +7,192 | New |
| Concord Wealth Partners | 7,219 | $1.93M | 0.28% | +107+1.5% | Added |
| Concord Asset Management, LLC | 7,219 | $1.93M | 0.29% | +504+7.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,228 | $1.93M | 0.03% | +16+0.2% | Added |
| Johnson Financial Group, Inc. | 7,247 | $1.94M | 0.09% | +436+6.4% | Added |
| We Are One Seven, LLC | 7,292 | $1.95M | 0.06% | +139+1.9% | Added |
| Dakota Wealth Management | 7,292 | $1.95M | 0.04% | −645−8.1% | Reduced |
| Toroso Investments, LLC | 7,332 | $1.96M | 0.01% | −2,800−27.6% | Reduced |
| Essex Financial Services, Inc. | 7,378 | $1.97M | 0.13% | +209+2.9% | Added |
| Quadcap Wealth Management, LLC | 7,379 | $1.97M | 0.25% | +1,676+29.4% | Added |
| Resources Investment Advisors, LLC. | 7,387 | $1.98M | 0.02% | −1,251−14.5% | Reduced |
| Venture Visionary Partners LLC | 7,392 | $1.98M | 0.07% | +5+0.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 7,472 | $2.00M | 0.10% | −2,420−24.5% | Reduced |
| Benin Management CORP | 7,505 | $2.01M | 0.52% | −33−0.4% | Reduced |