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 |
|---|---|---|---|---|---|
| Avalon Trust Co | 7,541 | $2.02M | 0.15% | +1,429+23.4% | Added |
| Fayez Sarofim & Co | 7,573 | $2.03M | 0.00% | −115−1.5% | Reduced |
| Smith, Salley & Associates | 7,575 | $2.03M | 0.12% | +254+3.5% | Added |
| Mitchell McLeod Pugh & Williams Inc | 7,621 | $2.04M | 0.38% | +4+0.1% | Added |
| Naples Global Advisors, LLC | 7,657 | $2.05M | 0.18% | −125−1.6% | Reduced |
| Summit Global Investments | 7,663 | $2.05M | 0.12% | −5,493−41.8% | Reduced |
| Ostrum Asset Management | 7,698 | $2.06M | 0.10% | −1,860−19.5% | Reduced |
| EP Wealth Advisors, LLC | 7,718 | $2.06M | 0.01% | +5+0.1% | Added |
| Cary Street Partners Financial LLC | 7,720 | $2.07M | 0.06% | +36+0.5% | Added |
| Snowden Capital Advisors LLC | 7,750 | $2.07M | 0.06% | −173−2.2% | Reduced |
| Atom Investors LP | 7,754 | $2.07M | 0.18% | +7,754 | New |
| FRG Family Wealth Advisors LLC | 7,900 | $2.11M | 0.37% | 00.0% | Unchanged |
| Genus Capital Management Inc. | 7,972 | $2.13M | 0.27% | +7,972 | New |
| Ancora Advisors, LLC | 7,974 | $2.13M | 0.04% | +64+0.8% | Added |
| Capital Wealth Planning, LLC | 8,000 | $2.14M | 0.02% | 00.0% | Unchanged |
| Sigma Planning Corp | 8,004 | $2.14M | 0.06% | −1,589−16.6% | Reduced |
| Bank & Trust Co | 8,062 | $2.16M | 1.71% | −43−0.5% | Reduced |
| Focus Financial Network, Inc. | 8,081 | $2.16M | 0.09% | +97+1.2% | Added |
| AssuredPartners Investment Advisors, LLC | 8,093 | $2.17M | 0.53% | +8,093 | New |
| First National Trust Co | 8,114 | $2.17M | 0.08% | −417−4.9% | Reduced |
| Empirical Finance, LLC | 8,175 | $2.19M | 0.11% | +55+0.7% | Added |
| Cim, LLC | 8,208 | $2.20M | 0.30% | +77+0.9% | Added |
| Stonegate Investment Group, LLC | 8,306 | $2.22M | 0.06% | −242−2.8% | Reduced |
| Oak Thistle LLC | 8,324 | $2.23M | 0.33% | +5,945+249.9% | Added |
| Weaver Capital Management LLC | 8,337 | $2.23M | 0.55% | −329−3.8% | Reduced |
| Oppenheimer & Co Inc | 8,356 | $2.24M | 0.03% | −438−5.0% | Reduced |
| Tectonic Advisors LLC | 8,376 | $2.24M | 0.13% | −455−5.2% | Reduced |
| Allworth Financial LP | 8,462 | $2.26M | 0.01% | +2,101+33.0% | Added |
| BancorpSouth Bank | 8,541 | $2.29M | 0.15% | +8,541 | New |
| Webster Bank, N. A. | 8,544 | $2.29M | 0.24% | −375−4.2% | Reduced |
| Jacobi Capital Management LLC | 8,603 | $2.30M | 0.15% | +203+2.4% | Added |
| 1832 Asset Management L.P. | 8,629 | $2.31M | 0.00% | +141+1.7% | Added |
| Accredited Investors Inc. | 8,662 | $2.32M | 0.14% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 8,724 | $2.33M | 0.64% | −125−1.4% | Reduced |
| First National Advisers, LLC | 8,751 | $2.34M | 0.34% | +90+1.0% | Added |
| AG2R la Mondiale Gestion D'Actifs | 8,766 | $2.35M | 0.12% | +181+2.1% | Added |
| Arrow Financial Corp | 8,858 | $2.37M | 0.25% | −259−2.8% | Reduced |
| Crossmark Global Holdings, Inc. | 8,992 | $2.41M | 0.04% | −1,740−16.2% | Reduced |
| Integrated Wealth Concepts LLC | 9,002 | $2.41M | 0.02% | +1,895+26.7% | Added |
| Pinnacle Holdings, LLC | 9,079 | $2.43M | 0.88% | +767+9.2% | Added |
| Walleye Capital LLC | 9,082 | $2.43M | 0.02% | +3,081+51.3% | Added |
| Argent Advisors, Inc. | 9,151 | $2.45M | 0.76% | +376+4.3% | Added |
| United Capital Financial Advisers, LLC | 9,157 | $2.45M | 0.02% | +56+0.6% | Added |
| Cornerstone Advisors, LLC | 9,200 | $2.46M | 0.08% | 00.0% | Unchanged |
| GAMMA Investing LLC | 9,213 | $2.46M | 0.16% | +881+10.6% | Added |
| Choate Investment Advisors | 9,241 | $2.47M | 0.05% | +1,330+16.8% | Added |
| Asahi Life Asset Management Co., Ltd. | 9,312 | $2.49M | 1.45% | +434+4.9% | Added |
| Everence Capital Management Inc | 9,403 | $2.52M | 0.16% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 9,466 | $2.53M | 0.11% | +9,466 | New |
| Twin Capital Management Inc | 9,471 | $2.53M | 0.27% | −7−0.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 9,487 | $2.54M | 0.04% | −8,915−48.4% | Reduced |
| Canandaigua National Bank & Trust Co | 9,497 | $2.54M | 0.24% | +730+8.3% | Added |
| Dark Forest Capital Management LP | 9,536 | $2.55M | 0.10% | −1,381−12.6% | Reduced |
| Moors & Cabot, Inc. | 9,585 | $2.56M | 0.12% | +494+5.4% | Added |
| Parsons Capital Management Inc | 9,586 | $2.56M | 0.16% | 00.0% | Unchanged |
| Natixis | 9,588 | $2.57M | 0.01% | −55,966−85.4% | Reduced |
| Patton Fund Management, Inc. | 9,642 | $2.58M | 0.57% | −7,273−43.0% | Reduced |
| Buckingham Strategic Partners | 9,653 | $2.58M | 0.03% | +815+9.2% | Added |
| DSG Capital Advisors, LLC | 9,655 | $2.58M | 0.46% | 00.0% | Unchanged |
| Vestcor Inc | 9,669 | $2.59M | 0.08% | +1,719+21.6% | Added |
| Nilsine Partners, LLC | 9,696 | $2.59M | 0.26% | −105−1.1% | Reduced |
| Tower Research Capital LLC (TRC) | 9,712 | $2.60M | 0.07% | +1,617+20.0% | Added |
| Wesleyan Assurance Society | 9,740 | $2.60M | 0.17% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 9,772 | $2.61M | 0.10% | −367−3.6% | Reduced |
| Montag A & Associates Inc | 9,833 | $2.63M | 0.13% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 9,854 | $2.64M | 0.04% | +9,854 | New |
| E. Ohman J:or Asset Management AB | 9,892 | $2.65M | 0.07% | 00.0% | Unchanged |
| Greenleaf Trust | 9,968 | $2.67M | 0.02% | −711−6.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 10,002 | $2.67M | 0.00% | −2,777−21.7% | Reduced |
| Savoie Capital LLC | 10,000 | $2.68M | 0.33% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 10,164 | $2.72M | 0.04% | −750−6.9% | Reduced |
| Founders Financial Securities LLC | 10,177 | $2.72M | 0.21% | −69−0.7% | Reduced |
| White Pine Capital LLC | 10,294 | $2.75M | 0.87% | −30−0.3% | Reduced |
| Natural Investments, LLC | 10,346 | $2.77M | 0.72% | −1,071−9.4% | Reduced |
| Exeter Financial, LLC | 10,343 | $2.77M | 1.23% | −399−3.7% | Reduced |
| Eagle Rock Investment Company, LLC | 10,376 | $2.78M | 0.44% | −49−0.5% | Reduced |
| CoreCap Advisors, LLC | 10,419 | $2.79M | 0.11% | +346+3.4% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 10,431 | $2.79M | 0.87% | −117−1.1% | Reduced |
| Levin Capital Strategies, L.P. | 10,433 | $2.79M | 0.27% | +1,000+10.6% | Added |
| Granite Investment Partners, LLC | 10,490 | $2.81M | 0.14% | −548−5.0% | Reduced |
| New Mexico Educational Retirement Board | 10,578 | $2.83M | 0.09% | 00.0% | Unchanged |
| Stephens Inc | 10,585 | $2.83M | 0.04% | −506−4.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 10,601 | $2.84M | 0.07% | +4,247+66.8% | Added |
| GSB Wealth Management, LLC | 10,636 | $2.85M | 0.70% | −92−0.9% | Reduced |
| Atlantic Union Bankshares Corp | 10,649 | $2.85M | 0.07% | +1,628+18.0% | Added |
| Bryn Mawr Trust Co | 10,744 | $2.87M | 0.05% | −922−7.9% | Reduced |
| Garner Asset Management Corp | 10,768 | $2.88M | 1.33% | −1,831−14.5% | Reduced |
| Thrivent Financial for Lutherans | 10,791 | $2.89M | 0.01% | +1,484+15.9% | Added |
| Peddock Capital Advisors, LLC | 10,878 | $2.91M | 0.67% | +23+0.2% | Added |
| Bessemer Group Inc | 10,951 | $2.93M | 0.00% | +238+2.2% | Added |
| Agf Management Ltd | 10,986 | $2.94M | 0.01% | +288+2.7% | Added |
| Maryland State Retirement & Pension System | 10,988 | $2.94M | 0.06% | +306+2.9% | Added |
| Metis Global Partners, LLC | 11,085 | $2.97M | 0.08% | −699−5.9% | Reduced |
| J.W. Cole Advisors, Inc. | 11,139 | $2.98M | 0.06% | +5,405+94.3% | Added |
| Pinnacle Financial Partners Inc | 11,142 | $2.98M | 0.06% | +94+0.9% | Added |
| Banque Cantonale Vaudoise | 11,191 | $3.00M | 0.12% | +2,704+31.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 11,383 | $3.05M | 0.12% | −668−5.5% | Reduced |
| Burney Co | 11,414 | $3.05M | 0.10% | +125+1.1% | Added |
| Kinneret Advisory, LLC | 11,439 | $3.06M | 0.28% | −17−0.1% | Reduced |
| Gulf International Bank (UK) Ltd | 11,490 | $3.07M | 0.11% | −1,631−12.4% | Reduced |