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 |
|---|---|---|---|---|---|
| Investors Research Corp | 791 | $211.6K | 0.04% | −200−20.2% | Reduced |
| McAdam, LLC | 791 | $211.6K | 0.01% | +7+0.9% | Added |
| Salem Investment Counselors Inc | 794 | $212.4K | 0.01% | −25−3.1% | Reduced |
| CNB Bank | 794 | $212.4K | 0.10% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 794 | $212.4K | 0.02% | +794 | New |
| Thrive Wealth Management, LLC | 797 | $213.2K | 0.03% | +2+0.3% | Added |
| First Community Trust NA | 800 | $214.0K | 0.17% | −45−5.3% | Reduced |
| Security National Bank of So Dak | 800 | $214.0K | 0.12% | −26−3.1% | Reduced |
| Logan Capital Management Inc | 800 | $214.0K | 0.01% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 800 | $214.1K | 0.12% | −2−0.2% | Reduced |
| Cahill Financial Advisors Inc | 802 | $214.6K | 0.03% | +2+0.3% | Added |
| Fountainhead AM, LLC | 805 | $215.3K | 0.03% | −9−1.1% | Reduced |
| New Wave Wealth Advisors LLC | 805 | $215.4K | 0.09% | +7+0.9% | Added |
| Penserra Capital Management LLC | 812 | $216.0K | 0.00% | −2,554−75.9% | Reduced |
| Winthrop Advisory Group LLC | 808 | $216.3K | 0.02% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 812 | $217.2K | 0.13% | 00.0% | Unchanged |
| Horizons Wealth Management | 812 | $217.2K | 0.16% | 00.0% | Unchanged |
| Pflug Koory, LLC | 817 | $218.6K | 0.11% | −13−1.6% | Reduced |
| Linscomb & Williams, Inc. | 818 | $218.8K | 0.01% | −37−4.3% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 819 | $219.1K | 0.08% | 00.0% | Unchanged |
| SRN Advisors, LLC | 822 | $219.9K | 0.20% | −100−10.8% | Reduced |
| Stokes Family Office, LLC | 827 | $221.3K | 0.02% | −5−0.6% | Reduced |
| Latitude Advisors, LLC | 829 | $221.8K | 0.11% | +829 | New |
| PharVision Advisers, LLC | 829 | $221.8K | 0.32% | +829 | New |
| Valley National Advisers Inc | 830 | $222.0K | 0.04% | −3−0.4% | Reduced |
| FourThought Financial Partners, LLC | 830 | $222.1K | 0.02% | 00.0% | Unchanged |
| Milestone Asset Management Group, LLC | 830 | $222.1K | 0.16% | +3+0.4% | Added |
| First Financial Bank - Trust Division | 833 | $222.9K | 0.02% | −46−5.2% | Reduced |
| Biltmore Family Office, LLC | 834 | $223.1K | 0.04% | −1,700−67.1% | Reduced |
| Central Valley Advisors, LLC | 835 | $223.3K | 0.08% | +2+0.2% | Added |
| Fairfield, Bush & Co. | 836 | $223.7K | 0.13% | −40−4.6% | Reduced |
| Sloy Dahl & Holst, LLC | 839 | $224.5K | 0.03% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 839 | $224.5K | 0.10% | −23−2.7% | Reduced |
| Financial Advisory Corp | 844 | $226.0K | 0.07% | 00.0% | Unchanged |
| D L Carlson Investment Group Inc | 846 | $226.3K | 0.04% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 847 | $226.6K | 0.05% | −18−2.1% | Reduced |
| Tilia Fiduciary Partners, Inc. | 848 | $227.0K | 0.14% | +1+0.1% | Added |
| Ridgecrest Wealth Partners, LLC | 849 | $227.1K | 0.12% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 850 | $227.4K | 0.05% | 00.0% | Unchanged |
| Fiera Capital Corp | 851 | $227.7K | 0.00% | 00.0% | Unchanged |
| MEMBERS Trust Co | 852 | $227.9K | 0.01% | +67+8.5% | Added |
| Exchange Traded Concepts, LLC | 854 | $228.5K | 0.00% | +38+4.7% | Added |
| First Citizens Bank & Trust Co | 859 | $229.8K | 0.00% | +33+4.0% | Added |
| bLong Financial, LLC | 860 | $230.1K | 0.18% | 00.0% | Unchanged |
| Centiva Capital, LP | 861 | $230.4K | 0.02% | −1,302−60.2% | Reduced |
| Revolve Wealth Partners, LLC | 862 | $230.6K | 0.03% | −40−4.4% | Reduced |
| Intrua Financial, LLC | 864 | $231.2K | 0.03% | −33−3.7% | Reduced |
| Gladstone Institutional Advisory LLC | 866 | $231.8K | 0.01% | −8−0.9% | Reduced |
| Valtinson Bruner Financial Planning LLC | 868 | $232.1K | 0.07% | +5+0.6% | Added |
| Washington Trust Co | 870 | $232.8K | 0.01% | −29−3.2% | Reduced |
| Cobblestone Capital Advisors LLC | 871 | $233.0K | 0.01% | −25−2.8% | Reduced |
| First Affirmative Financial Network | 871 | $233.0K | 0.12% | −40−4.4% | Reduced |
| Apexium Financial, LP | 872 | $233.3K | 0.01% | +32+3.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 874 | $233.8K | 0.03% | +57+7.0% | Added |
| Good Life Advisors, LLC | 877 | $234.8K | 0.01% | −8−0.9% | Reduced |
| Global Financial Private Client, LLC | 879 | $235.2K | 0.09% | +13+1.5% | Added |
| Naviter Wealth, LLC | 882 | $236.0K | 0.03% | −2−0.2% | Reduced |
| Riversedge Advisors, LLC | 884 | $236.4K | 0.05% | +884 | New |
| Alpha DNA Investment Management LLC | 885 | $236.8K | 4.51% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 885 | $236.8K | 0.00% | +5+0.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 886 | $237.0K | 0.08% | +35+4.1% | Added |
| Abacus Planning Group, Inc. | 896 | $239.7K | 0.04% | +96+12.0% | Added |
| Atticus Wealth Management, LLC | 899 | $240.5K | 0.06% | +899 | New |
| Ironwood Financial, llc | 911 | $240.9K | 0.05% | 00.0% | Unchanged |
| RFG Advisory, LLC | 902 | $241.4K | 0.01% | +33+3.8% | Added |
| SageView Advisory Group, LLC | 950 | $242.3K | 0.01% | +44+4.9% | Added |
| Narus Financial Partners, LLC | 910 | $243.5K | 0.08% | 00.0% | Unchanged |
| Elgethun Capital Management | 910 | $243.6K | 0.05% | 00.0% | Unchanged |
| Madrona Financial Services, LLC | 912 | $244.0K | 0.06% | −11−1.2% | Reduced |
| Highland Capital Management, LLC | 915 | $244.8K | 0.01% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 915 | $244.9K | 0.01% | −155−14.5% | Reduced |
| Parcion Private Wealth LLC | 920 | $246.1K | 0.02% | +920 | New |
| BNC Wealth Management, LLC | 920 | $246.2K | 0.07% | +1+0.1% | Added |
| Avidian Wealth Solutions, LLC | 921 | $246.4K | 0.01% | +145+18.7% | Added |
| FORM Wealth Advisors, LLC | 930 | $248.8K | 0.03% | 00.0% | Unchanged |
| Penn Davis McFarland Inc | 933 | $249.6K | 0.03% | 00.0% | Unchanged |
| Warren Street Wealth Advisors, LLC | 938 | $251.0K | 0.08% | +47+5.3% | Added |
| QTR Family Wealth, LLC | 938 | $251.0K | 0.16% | +129+15.9% | Added |
| Generali Investments, Management Co LLC | 940 | $251.1K | 0.06% | +788+518.4% | Added |
| Kaufman Rossin Wealth, LLC | 939 | $251.2K | 0.16% | −340−26.6% | Reduced |
| Meridian Wealth Management, LLC | 942 | $252.0K | 0.01% | +81+9.4% | Added |
| Smith, Moore & Co. | 945 | $252.8K | 0.02% | −580−38.0% | Reduced |
| Edmp, Inc. | 945 | $252.8K | 0.22% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 992 | $252.9K | 0.05% | −112−10.1% | Reduced |
| Brendel Financial Advisors LLC | 944 | $253.0K | 0.14% | 00.0% | Unchanged |
| Ellevest, Inc. | 947 | $253.4K | 0.04% | +5+0.5% | Added |
| TD Waterhouse Canada Inc. | 925 | $254.7K | 0.00% | +146+18.7% | Added |
| Kelly Financial Group LLC | 961 | $256.0K | 0.07% | +961 | New |
| Focused Wealth Management, Inc | 958 | $256.4K | 0.03% | +3+0.3% | Added |
| Fiduciary Alliance LLC | 961 | $257.0K | 0.02% | +114+13.5% | Added |
| Legacy Trust | 963 | $257.6K | 0.06% | −88−8.4% | Reduced |
| Sovereign Financial Group, Inc. | 969 | $259.2K | 0.05% | +5+0.5% | Added |
| SFMG, LLC | 970 | $259.5K | 0.02% | 00.0% | Unchanged |
| Ti-Trust, Inc | 970 | $259.5K | 0.17% | 00.0% | Unchanged |
| Baxter Bros Inc | 971 | $259.8K | 0.03% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 972 | $260.0K | 0.19% | −188−16.2% | Reduced |
| Capital Performance Advisors LLP | 973 | $260.2K | 0.05% | −345−26.2% | Reduced |
| Waterloo Capital, L.P. | 973 | $260.2K | 0.02% | +973 | New |
| Voya Financial Advisors, Inc. | 990 | $260.7K | 0.03% | −80−7.5% | Reduced |
| Legacy Private Trust Co. | 978 | $261.7K | 0.02% | −230−19.0% | Reduced |