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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 310 | $83.0K | 0.01% | +2+0.6% | Added |
| Pacifica Partners Inc. | 322 | $84.8K | 0.03% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 321 | $84.9K | 0.03% | +321 | New |
| Brown, Lisle/Cummings, Inc. | 321 | $85.8K | 0.02% | +1+0.3% | Added |
| Bell Investment Advisors, Inc | 321 | $86.0K | 0.01% | +4+1.3% | Added |
| Leonteq Securities AG | 329 | $88.0K | 0.01% | −250−43.2% | Reduced |
| SBI Securities Co., Ltd. | 329 | $88.0K | 0.00% | −29−8.1% | Reduced |
| VSM Wealth Advisory, LLC | 335 | $89.5K | 0.03% | +1+0.3% | Added |
| Valued Wealth Advisors LLC | 336 | $89.9K | 0.05% | −8−2.3% | Reduced |
| ORG Wealth Partners, LLC | 340 | $90.8K | 0.02% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 340 | $91.1K | 0.01% | −5−1.4% | Reduced |
| CKW Financial Group | 344 | $92.0K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 351 | $93.9K | 0.04% | 00.0% | Unchanged |
| First United Bank Trust | 359 | $96.0K | 0.03% | 00.0% | Unchanged |
| Motco | 387 | $100.7K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 380 | $101.7K | 0.00% | +11+3.0% | Added |
| Hilltop National Bank | 412 | $110.2K | 0.03% | +412 | New |
| Old Point Trust & Financial Services N A | 420 | $112.4K | 0.04% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 422 | $112.9K | 0.02% | 00.0% | Unchanged |
| Maseco LLP | 423 | $113.2K | 0.00% | +423 | New |
| Versant Capital Management, Inc | 434 | $116.1K | 0.02% | +7+1.6% | Added |
| TCTC Holdings, LLC | 437 | $116.9K | 0.00% | 00.0% | Unchanged |
| American National Bank | 438 | $117.2K | 0.01% | +300+217.4% | Added |
| North Capital, Inc. | 446 | $119.2K | 0.10% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 453 | $121.2K | 0.00% | −74−14.0% | Reduced |
| Financial Freedom, LLC | 465 | $124.4K | 0.07% | +1+0.2% | Added |
| City Holding Co | 471 | $126.0K | 0.02% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 472 | $126.3K | 0.03% | −8,269−94.6% | Reduced |
| S.A. Mason LLC | 474 | $126.8K | 0.06% | +4+0.9% | Added |
| CVA Family Office, LLC | 496 | $132.7K | 0.02% | +15+3.1% | Added |
| Tanglewood Legacy Advisors, LLC | 500 | $133.8K | 0.05% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 500 | $133.8K | 0.08% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 500 | $133.8K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 507 | $135.6K | 0.04% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 515 | $137.8K | 0.04% | 00.0% | Unchanged |
| Hemington Wealth Management | 520 | $139.0K | 0.02% | +53+11.3% | Added |
| Smallwood Wealth Investment Management, LLC | 523 | $140.1K | 0.08% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 527 | $141.0K | 0.07% | 00.0% | Unchanged |
| Addison Advisors LLC | 527 | $141.0K | 0.04% | −81−13.3% | Reduced |
| Covestor Ltd | 525 | $141.0K | 0.08% | −23−4.2% | Reduced |
| Harbor Investment Advisory, LLC | 531 | $142.1K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 534 | $142.9K | 0.01% | +23+4.5% | Added |
| CGC Financial Services, LLC | 536 | $143.4K | 0.05% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 558 | $149.3K | 0.03% | +246+78.8% | Added |
| Estabrook Capital Management | 571 | $152.8K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 573 | $153.3K | 0.01% | −186−24.5% | Reduced |
| Spurstone Advisory Services, LLC | 596 | $159.5K | 2.42% | 00.0% | Unchanged |
| Onefund, LLC | 598 | $160.0K | 0.12% | +598 | New |
| Bruce G. Allen Investments, LLC | 600 | $160.5K | 0.12% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 621 | $166.1K | 0.02% | −71−10.3% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 621 | $166.1K | 0.06% | +2+0.3% | Added |
| Dougherty Wealth Advisers LLC | 628 | $168.0K | 0.11% | 00.0% | Unchanged |
| Adirondack Trust Co | 630 | $168.5K | 0.06% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 631 | $168.8K | 0.10% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 660 | $169.0K | 0.09% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 659 | $176.3K | 0.02% | −4−0.6% | Reduced |
| Binnacle Investments Inc | 659 | $176.3K | 0.11% | +32+5.1% | Added |
| Fairscale Capital, LLC | 679 | $176.7K | 0.13% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 668 | $178.7K | 0.01% | +668 | New |
| Clean Yield Group | 671 | $179.5K | 0.05% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 700 | $187.3K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 727 | $194.5K | 0.09% | +77+11.8% | Added |
| MTM Investment Management, LLC | 732 | $195.8K | 0.07% | +732 | New |
| Field & Main Bank | 743 | $198.8K | 0.06% | 00.0% | Unchanged |
| Cullen Investment Group, Ltd. | 748 | $200.0K | 0.03% | +748 | New |
| Bank Ozk | 750 | $200.7K | 0.08% | +750 | New |
| Signature Wealth Management Partners, LLC | 750 | $200.7K | 0.11% | +750 | New |
| Great Diamond Partners, LLC | 752 | $201.2K | 0.04% | −99−11.6% | Reduced |
| Heritage Financial Services, LLC | 752 | $201.2K | 0.02% | +752 | New |
| Advyzon Investment Management, LLC | 752 | $201.2K | 0.04% | +752 | New |
| Grove Bank & Trust | 753 | $201.5K | 0.03% | +17+2.3% | Added |
| Courage Miller Partners, LLC | 755 | $202.0K | 0.06% | +755 | New |
| waypoint wealth counsel | 755 | $202.0K | 0.10% | +755 | New |
| Sapient Capital LLC | 756 | $202.3K | 0.00% | −26−3.3% | Reduced |
| Catalina Capital Group, LLC | 758 | $202.8K | 0.14% | −29−3.7% | Reduced |
| Lodestar Private Asset Management LLC | 762 | $203.9K | 0.02% | −15−1.9% | Reduced |
| Cassaday & Co Wealth Management LLC | 766 | $204.8K | 0.01% | +766 | New |
| Vermillion Wealth Management, Inc. | 767 | $205.3K | 0.10% | +3+0.4% | Added |
| Wayfinding Financial, LLC | 787 | $206.0K | 0.09% | −27−3.3% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 773 | $206.8K | 0.02% | +773 | New |
| ORG Partners LLC | 776 | $207.2K | 0.04% | +41+5.6% | Added |
| Emerald Advisors, LLC | 775 | $207.3K | 0.03% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 775 | $207.3K | 0.03% | −26−3.2% | Reduced |
| Mayflower Financial Advisors, LLC | 776 | $207.6K | 0.03% | −30−3.7% | Reduced |
| Auxano Advisors, LLC | 777 | $207.9K | 0.05% | −30−3.7% | Reduced |
| Oarsman Capital, Inc. | 777 | $207.9K | 0.03% | 00.0% | Unchanged |
| AIMZ Investment Advisors, LLC | 778 | $208.1K | 0.07% | 00.0% | Unchanged |
| Payne Capital Management, LLC | 778 | $208.1K | 0.08% | +778 | New |
| Blue Chip Partners, Inc. | 779 | $208.4K | 0.02% | +779 | New |
| Financial Advocates Investment Management | 780 | $208.6K | 0.02% | −286−26.8% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 780 | $208.7K | 0.01% | −532−40.5% | Reduced |
| Pine Valley Investments Ltd Liability Co | 780 | $208.7K | 0.01% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 787 | $209.2K | 0.05% | −90−10.3% | Reduced |
| Barnes Wealth Management Group, Inc | 784 | $209.8K | 0.12% | +5+0.6% | Added |
| Asset Allocation & Management Company, LLC | 790 | $211.0K | 0.10% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 787 | $211.0K | 0.10% | 00.0% | Unchanged |
| Exchange Bank | 790 | $211.4K | 0.17% | +17+2.2% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 790 | $211.4K | 0.34% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 791 | $211.5K | 0.01% | −2,800−78.0% | Reduced |
| Moloney Securities Asset Management, LLC | 791 | $211.6K | 0.03% | 00.0% | Unchanged |