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
- 1,639
- +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.
| 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 |
|---|---|---|---|---|---|
| Mascoma Wealth Management LLC | 86 | $23.0K | 0.01% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 86 | $23.0K | 0.01% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 90 | $24.0K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 90 | $24.1K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 91 | $24.2K | 0.01% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 96 | $25.7K | 0.00% | +91+1,820.0% | Added |
| Lavaca Capital LLC | 100 | $26.8K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 100 | $26.8K | 0.01% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 100 | $26.8K | 0.01% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 100 | $26.8K | 0.01% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 100 | $26.8K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 100 | $26.8K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 100 | $26.8K | 0.01% | +55+122.2% | Added |
| Delos Wealth Advisors, LLC | 100 | $26.8K | 0.02% | +100 | New |
| Whipplewood Advisors, LLC | 101 | $27.0K | 0.01% | +37+57.8% | Added |
| Quaker Wealth Management, LLC | 104 | $27.8K | 0.01% | +104 | New |
| Luken Investment Analytics, LLC | 106 | $28.4K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 110 | $29.4K | 0.01% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 111 | $29.7K | 0.04% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 113 | $29.7K | 0.01% | +113 | New |
| Colonial Trust Advisors | 113 | $30.2K | 0.00% | −97−46.2% | Reduced |
| YANKCOM Partnership | 113 | $30.2K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 115 | $30.8K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 116 | $31.0K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 119 | $31.8K | 0.00% | +88+283.9% | Added |
| Nalls Sherbakoff Group, LLC | 120 | $32.1K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 123 | $32.8K | 0.00% | +1+0.8% | Added |
| Hughes Financial Services, LLC | 123 | $32.9K | 0.01% | −2−1.6% | Reduced |
| NewSquare Capital LLC | 129 | $34.5K | 0.00% | +49+61.3% | Added |
| Harbor Asset Planning, Inc. | 130 | $34.8K | 0.03% | +130 | New |
| GW&K Investment Management, LLC | 129 | $35.0K | 0.00% | +6+4.9% | Added |
| Rise Advisors, LLC | 136 | $36.3K | 0.01% | +1+0.7% | Added |
| Millstone Evans Group, LLC | 137 | $36.7K | 0.02% | +30+28.0% | Added |
| BOK Financial Private Wealth, Inc. | 139 | $37.2K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 141 | $37.7K | 0.01% | −4−2.8% | Reduced |
| North Star Investment Management Corp. | 143 | $38.2K | 0.00% | 00.0% | Unchanged |
| Trust Co | 144 | $38.5K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 148 | $39.6K | 0.02% | +4+2.8% | Added |
| Duncker Streett & Co Inc | 149 | $39.9K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 150 | $40.1K | 0.02% | −55−26.8% | Reduced |
| Wellington Shields Capital Management, LLC | 150 | $40.1K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 151 | $40.4K | 0.01% | −13−7.9% | Reduced |
| Arlington Trust Co LLC | 152 | $40.7K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 157 | $41.7K | 0.01% | +61+63.5% | Added |
| FWL Investment Management, LLC | 158 | $42.3K | 0.01% | +8+5.3% | Added |
| Meeder Asset Management Inc | 163 | $43.6K | 0.00% | +19+13.2% | Added |
| Park Place Capital Corp | 165 | $44.1K | 0.01% | +41+33.1% | Added |
| Fourth Dimension Wealth, LLC | 165 | $44.1K | 0.02% | 00.0% | Unchanged |
| First PREMIER Bank | 170 | $45.0K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 171 | $45.8K | 0.01% | +8+4.9% | Added |
| Toth Financial Advisory Corp | 171 | $45.8K | 0.01% | +86+101.2% | Added |
| Country Trust Bank | 175 | $46.8K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 179 | $47.9K | 0.01% | +50+38.8% | Added |
| Asset Planning,Inc | 183 | $48.8K | 0.04% | +1+0.5% | Added |
| First Command Advisory Services, Inc. | 185 | $49.5K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 191 | $51.0K | 0.02% | −119−38.4% | Reduced |
| Nemes Rush Group LLC | 191 | $51.1K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 195 | $52.0K | 0.02% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 200 | $53.5K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 200 | $53.5K | 0.01% | 00.0% | Unchanged |
| Pandora Wealth, Inc. | 200 | $53.5K | 0.03% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 202 | $54.0K | 0.04% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 207 | $54.5K | 0.00% | −112−35.1% | Reduced |
| Bogart Wealth, LLC | 204 | $54.6K | 0.00% | +142+229.0% | Added |
| Private Wealth Management Group, LLC | 205 | $54.8K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 206 | $55.1K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 207 | $55.4K | 0.00% | −387−65.2% | Reduced |
| Opal Wealth Advisors, LLC | 212 | $56.7K | 0.02% | −2−0.9% | Reduced |
| Wolff Wiese Magana LLC | 212 | $56.7K | 0.04% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 217 | $58.0K | 0.01% | +65+42.8% | Added |
| Sound Income Strategies, LLC | 217 | $58.0K | 0.00% | +110+102.8% | Added |
| Piscataqua Savings Bank | 218 | $58.3K | 0.05% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 221 | $59.1K | 0.00% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 226 | $60.0K | 0.00% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,646 | $62.0K | 0.01% | +1,446+723.0% | Added |
| True Wealth Design, LLC | 232 | $62.2K | 0.02% | +63+37.3% | Added |
| Sarver Vrooman Wealth Advisors | 234 | $62.6K | 0.04% | +234 | New |
| Atwood & Palmer Inc | 238 | $63.7K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 244 | $65.2K | 0.03% | 00.0% | Unchanged |
| Kennebec Savings Bank | 244 | $65.3K | 0.06% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 247 | $66.1K | 0.01% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 250 | $66.9K | 0.03% | 00.0% | Unchanged |
| Monetary Management Group Inc | 251 | $67.2K | 0.02% | 00.0% | Unchanged |
| Main Street Group, LTD | 254 | $68.0K | 0.02% | −18−6.6% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 260 | $69.6K | 0.02% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 261 | $69.8K | 0.05% | +32+14.0% | Added |
| Aventura Private Wealth, LLC | 266 | $71.2K | 0.03% | +260+4,333.3% | Added |
| WPG Advisers, LLC | 268 | $71.7K | 0.06% | +62+30.1% | Added |
| Princeton Global Asset Management LLC | 278 | $74.4K | 0.01% | +76+37.6% | Added |
| Hartford Financial Management Inc. | 278 | $74.4K | 0.02% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 279 | $74.6K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 285 | $76.2K | 0.01% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 295 | $76.8K | 0.06% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 290 | $77.6K | 0.02% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 300 | $80.3K | 0.02% | +300 | New |
| Bangor Savings Bank | 301 | $80.5K | 0.01% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 308 | $82.4K | 0.06% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 309 | $82.7K | 0.04% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 309 | $82.7K | 0.01% | +1+0.3% | Added |
| Crewe Advisors LLC | 310 | $82.9K | 0.01% | +45+17.0% | Added |