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 |
|---|---|---|---|---|---|
| Compass Wealth Management LLC | 11,649 | $3.12M | 0.74% | −143−1.2% | Reduced |
| Trexquant Investment LP | 11,684 | $3.13M | 0.04% | +11,684 | New |
| Acropolis Investment Management, LLC | 11,691 | $3.13M | 0.17% | −20−0.2% | Reduced |
| Securian Asset Management, Inc | 11,844 | $3.17M | 0.09% | −139−1.2% | Reduced |
| Louisiana State Employees Retirement System | 12,000 | $3.21M | 0.06% | −200−1.6% | Reduced |
| Delta Financial Advisors LLC | 12,008 | $3.21M | 1.13% | −206−1.7% | Reduced |
| D.A. Davidson & Co. | 12,103 | $3.24M | 0.02% | −30.0% | Reduced |
| Lido Advisors, LLC | 12,332 | $3.30M | 0.02% | +4,285+53.2% | Added |
| Fulton Bank, N.A. | 12,409 | $3.32M | 0.12% | −1,170−8.6% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 12,483 | $3.34M | 0.01% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 12,651 | $3.36M | 0.05% | +1,053+9.1% | Added |
| Ballentine Partners, LLC | 12,626 | $3.38M | 0.05% | −179−1.4% | Reduced |
| Sterling Capital Management LLC | 12,789 | $3.42M | 0.05% | +11,706+1,080.9% | Added |
| Hancock Whitney Corp | 12,931 | $3.46M | 0.07% | −357−2.7% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 12,983 | $3.47M | 0.18% | +1,032+8.6% | Added |
| William B. Walkup & Associates, Inc. | 13,139 | $3.52M | 2.07% | +13,139 | New |
| Tower Bridge Advisors | 13,163 | $3.52M | 0.38% | +1,950+17.4% | Added |
| Rossmore Private Capital | 13,192 | $3.53M | 0.41% | −61−0.5% | Reduced |
| Savant Capital, LLC | 13,226 | $3.54M | 0.03% | +1,454+12.4% | Added |
| Icon Wealth Advisors, LLC | 13,243 | $3.54M | 0.25% | −118−0.9% | Reduced |
| Diversified Trust Co | 13,264 | $3.55M | 0.08% | +139+1.1% | Added |
| New Age Alpha Advisors, LLC | 13,514 | $3.62M | 0.16% | −2,202−14.0% | Reduced |
| Romano Brothers and Company | 13,535 | $3.62M | 0.45% | −1,990−12.8% | Reduced |
| Jupiter Asset Management Ltd | 13,544 | $3.62M | 0.03% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 13,546 | $3.62M | 0.02% | +1,369+11.2% | Added |
| Carnegie Capital Asset Management, LLC | 13,580 | $3.63M | 0.07% | −25−0.2% | Reduced |
| Assetmark, Inc | 13,637 | $3.65M | 0.01% | +10,912+400.4% | Added |
| Advisory Services Network, LLC | 14,038 | $3.65M | 0.06% | +1,100+8.5% | Added |
| Hartford Investment Management Co | 13,713 | $3.67M | 0.12% | −202−1.5% | Reduced |
| Kingsview Wealth Management, LLC | 13,830 | $3.70M | 0.06% | +23+0.2% | Added |
| Financial Advisory Service, Inc. | 13,860 | $3.71M | 0.27% | +921+7.1% | Added |
| IFP Advisors, Inc | 13,891 | $3.72M | 0.11% | +219+1.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 13,966 | $3.74M | 0.03% | +2,548+22.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 14,038 | $3.76M | 0.01% | −45,665−76.5% | Reduced |
| Wakefield Asset Management LLLP | 14,099 | $3.77M | 1.05% | +14,099 | New |
| Atria Wealth Solutions, Inc. | 14,116 | $3.77M | 0.09% | −672−4.5% | Reduced |
| Baker Avenue Asset Management, LP | 14,230 | $3.81M | 0.11% | +48+0.3% | Added |
| MAI Capital Management | 14,313 | $3.83M | 0.03% | +704+5.2% | Added |
| Patton Albertson Miller Group, LLC | 14,448 | $3.87M | 0.51% | −6,707−31.7% | Reduced |
| Kentucky Retirement Systems | 14,489 | $3.88M | 0.11% | −949−6.1% | Reduced |
| Lincoln Capital LLC | 14,532 | $3.89M | 0.75% | −89−0.6% | Reduced |
| 1st Source Bank | 14,567 | $3.90M | 0.21% | −156−1.1% | Reduced |
| BKD Wealth Advisors, LLC | 14,775 | $3.95M | 0.09% | −304−2.0% | Reduced |
| Osborne Partners Capital Management, LLC | 14,857 | $3.97M | 0.21% | −821−5.2% | Reduced |
| Peapack Gladstone Financial Corp | 14,876 | $3.98M | 0.06% | −9,466−38.9% | Reduced |
| Siemens Fonds Invest GmbH | 14,927 | $3.99M | 0.23% | +611+4.3% | Added |
| Park Avenue Securities LLC | 14,949 | $4.00M | 0.04% | +2,450+19.6% | Added |
| Nearwater Capital Markets, Ltd | 15,000 | $4.01M | 0.06% | −50,000−76.9% | Reduced |
| RSM US Wealth Management LLC | 15,057 | $4.03M | 0.06% | +142+1.0% | Added |
| Principle Wealth Partners LLC | 15,377 | $4.11M | 0.26% | −620−3.9% | Reduced |
| Slow Capital, Inc. | 15,379 | $4.11M | 0.50% | −204−1.3% | Reduced |
| Unison Advisors LLC | 15,441 | $4.13M | 0.46% | +68+0.4% | Added |
| Gillson Capital LP | 15,504 | $4.15M | 0.32% | −88,085−85.0% | Reduced |
| ING Groep NV | 15,595 | $4.17M | 0.03% | +787+5.3% | Added |
| Asset Dedication, LLC | 15,632 | $4.18M | 0.30% | +162+1.0% | Added |
| Prospera Financial Services Inc | 15,631 | $4.18M | 0.08% | −742−4.5% | Reduced |
| Mizuho Securities USA LLC | 15,664 | $4.19M | 0.09% | +15,664 | New |
| First Pacific Financial | 15,668 | $4.19M | 0.62% | +15,623+34,717.8% | Added |
| Merit Financial Group, LLC | 15,688 | $4.20M | 0.05% | +3,132+24.9% | Added |
| Brevan Howard Capital Management LP | 15,818 | $4.23M | 0.05% | −5,787−26.8% | Reduced |
| Empire Financial Management Company, LLC | 15,886 | $4.25M | 1.23% | +295+1.9% | Added |
| GLOBALT Investments LLC | 15,892 | $4.25M | 0.16% | −825−4.9% | Reduced |
| Leuthold Group, LLC | 15,907 | $4.26M | 0.51% | −215−1.3% | Reduced |
| Ossiam | 15,951 | $4.27M | 0.05% | +8,707+120.2% | Added |
| Omers Administration Corp | 15,984 | $4.28M | 0.03% | 00.0% | Unchanged |
| Applied Capital LLC | 16,096 | $4.31M | 3.21% | −30.0% | Reduced |
| Hallmark Capital Management Inc | 16,365 | $4.38M | 0.31% | −116−0.7% | Reduced |
| Avanza Fonder AB | 16,552 | $4.43M | 0.13% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 16,665 | $4.46M | 0.02% | −2,638−13.7% | Reduced |
| HB Wealth Management, LLC | 16,927 | $4.53M | 0.04% | −681−3.9% | Reduced |
| Prudential PLC | 17,062 | $4.56M | 0.03% | +3,193+23.0% | Added |
| Argent Trust Co | 17,107 | $4.58M | 0.17% | +561+3.4% | Added |
| NEOS Investment Management LLC | 17,233 | $4.61M | 0.06% | +3,566+26.1% | Added |
| UniSuper Management Pty Ltd | 17,404 | $4.66M | 0.03% | −500−2.8% | Reduced |
| Lee Danner & Bass Inc | 17,433 | $4.66M | 0.36% | 00.0% | Unchanged |
| Elevate Capital Advisors, LLC | 17,502 | $4.68M | 3.73% | −1,058−5.7% | Reduced |
| Arjuna Capital | 17,662 | $4.73M | 1.25% | −805−4.4% | Reduced |
| Fifth Third Bancorp | 17,666 | $4.73M | 0.02% | +250+1.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 17,787 | $4.76M | 0.02% | +1,851+11.6% | Added |
| Teachers Retirement System of the State of Kentucky | 17,796 | $4.76M | 0.04% | +259+1.5% | Added |
| Brinker Capital Investments, LLC | 17,888 | $4.79M | 0.04% | −330−1.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 17,906 | $4.79M | 0.05% | +381+2.2% | Added |
| Congress Wealth Management LLC | 17,969 | $4.81M | 0.05% | +6,104+51.4% | Added |
| Meridian Investment Counsel Inc. | 17,978 | $4.81M | 1.31% | 00.0% | Unchanged |
| Railway Pension Investments Ltd | 18,000 | $4.82M | 0.07% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 18,007 | $4.82M | 0.02% | +1,219+7.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 18,216 | $4.87M | 0.01% | +1,967+12.1% | Added |
| KCM Investment Advisors LLC | 18,280 | $4.89M | 0.16% | +314+1.7% | Added |
| Pacer Advisors, Inc. | 18,342 | $4.91M | 0.01% | +6,809+59.0% | Added |
| CIBC Private Wealth Group, LLC | 18,354 | $4.91M | 0.01% | +52+0.3% | Added |
| Thompson Siegel & Walmsley LLC | 18,420 | $4.93M | 0.08% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 18,476 | $4.94M | 0.86% | −478−2.5% | Reduced |
| B&L Asset Management LLC | 18,562 | $4.97M | 2.84% | −992−5.1% | Reduced |
| Miracle Mile Advisors, LLC | 18,610 | $4.98M | 0.08% | +1,210+7.0% | Added |
| Fulcrum Asset Management LLP | 18,620 | $4.98M | 1.42% | +18,620 | New |
| Beacon Pointe Advisors, LLC | 18,890 | $5.05M | 0.05% | −1,377−6.8% | Reduced |
| Lazard Asset Management LLC | 18,911 | $5.06M | 0.01% | −19,822−51.2% | Reduced |
| SGL Investment Advisors, Inc. | 19,733 | $5.06M | 2.41% | +345+1.8% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 19,255 | $5.15M | 0.72% | −900−4.5% | Reduced |
| Foster & Motley Inc | 19,279 | $5.16M | 0.30% | −502−2.5% | Reduced |