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 |
|---|---|---|---|---|---|
| Worth Asset Management, LLC | 980 | $262.2K | 0.13% | +980 | New |
| Archer Investment Corp | 982 | $262.7K | 0.06% | +955+3,537.0% | Added |
| Pin Oak Investment Advisors Inc | 997 | $263.0K | 0.22% | −341−25.5% | Reduced |
| Global Strategic Investment Solutions, LLC | 985 | $263.5K | 0.03% | 00.0% | Unchanged |
| Trustco Bank Corp N Y | 987 | $264.1K | 0.26% | +987 | New |
| MBB Public Markets I LLC | 988 | $264.3K | 0.03% | −224−18.5% | Reduced |
| Lebenthal Global Advisors, LLC | 989 | $264.6K | 0.05% | +95+10.6% | Added |
| Quarry LP | 989 | $264.6K | 0.06% | +719+266.3% | Added |
| Magnus Financial Group LLC | 989 | $264.7K | 0.02% | +1+0.1% | Added |
| Bragg Financial Advisors, Inc | 992 | $265.4K | 0.01% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 992 | $265.4K | 0.09% | +992 | New |
| Strong Tower Advisory Services | 993 | $265.7K | 0.05% | +993 | New |
| Financial Council Asset Management Inc | 994 | $265.9K | 0.13% | 00.0% | Unchanged |
| Carr Financial Group Corp | 996 | $266.4K | 0.08% | +119+13.6% | Added |
| Sageworth Trust Co | 998 | $267.0K | 0.01% | −19−1.9% | Reduced |
| Legacy Edge Advisors, LLC | 999 | $267.3K | 0.04% | −20−2.0% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 1,000 | $267.5K | 0.02% | 00.0% | Unchanged |
| Vision Capital Management, Inc. | 1,000 | $267.5K | 0.04% | 00.0% | Unchanged |
| Red Wave Investments LLC | 1,000 | $267.5K | 0.09% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 1,000 | $267.5K | 0.02% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 1,001 | $267.8K | 0.04% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 1,003 | $268.3K | 0.04% | +50+5.2% | Added |
| Next Capital Management LLC | 1,004 | $268.6K | 0.10% | 00.0% | Unchanged |
| Templeton & Phillips Capital Management, LLC | 1,005 | $268.9K | 0.19% | 00.0% | Unchanged |
| Farringdon Capital, Ltd. | 1,009 | $269.9K | 0.09% | −2,992−74.8% | Reduced |
| Old Mission Investment Co LLC | 1,013 | $271.0K | 0.07% | 00.0% | Unchanged |
| McLean Asset Management Corp | 1,055 | $271.5K | 0.07% | +19+1.8% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,016 | $271.8K | 0.04% | +263+34.9% | Added |
| Gries Financial LLC | 1,018 | $272.4K | 0.05% | −15−1.5% | Reduced |
| Wedgewood Investors Inc | 1,020 | $272.9K | 0.31% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 1,021 | $273.1K | 0.07% | +1+0.1% | Added |
| Central Pacific Bank - Trust Division | 1,022 | $273.4K | 0.03% | −85−7.7% | Reduced |
| HCR Wealth Advisors | 1,023 | $273.7K | 0.03% | 00.0% | Unchanged |
| Crews Bank & Trust | 1,024 | $274.0K | 0.04% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 1,024 | $274.0K | 0.03% | −8−0.8% | Reduced |
| Cornerstone Advisory, LLC | 1,026 | $274.6K | 0.03% | +3+0.3% | Added |
| Phillips Financial Management, LLC | 1,027 | $274.8K | 0.02% | +108+11.8% | Added |
| Portside Wealth Group, LLC | 1,031 | $275.8K | 0.04% | +243+30.8% | Added |
| Fukoku Mutual Life Insurance Co | 1,036 | $277.2K | 0.02% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 1,038 | $277.7K | 0.02% | −18,754−94.8% | Reduced |
| Jarislowsky, Fraser Ltd | 1,040 | $278.2K | 0.00% | 00.0% | Unchanged |
| Leigh Baldwin & Co., LLC | 1,040 | $278.3K | 0.18% | +13+1.3% | Added |
| Prosperity Consulting Group, LLC | 1,041 | $278.5K | 0.02% | +21+2.1% | Added |
| Zacks Investment Management | 1,041 | $278.6K | 0.00% | +10+1.0% | Added |
| Tortoise Investment Management, LLC | 1,047 | $280.1K | 0.03% | +86+8.9% | Added |
| One Capital Management, LLC | 1,048 | $280.4K | 0.01% | +66+6.7% | Added |
| S-Bank Fund Management Ltd | 1,050 | $280.9K | 0.04% | +1,050 | New |
| Beacon Investment Advisory Services, Inc. | 1,051 | $281.2K | 0.01% | +121+13.0% | Added |
| Resonant Capital Advisors, LLC | 1,057 | $282.8K | 0.02% | +155+17.2% | Added |
| Trustmark National Bank Trust Department | 1,059 | $283.3K | 0.02% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 1,059 | $283.3K | 0.02% | +1,059 | New |
| Sherbrooke Park Advisers LLC | 1,063 | $284.4K | 0.12% | +1,063 | New |
| Key Financial Inc | 1,065 | $284.9K | 0.06% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 1,069 | $286.0K | 0.02% | 00.0% | Unchanged |
| Spectrum Planning & Advisory Services Inc. | 1,070 | $286.3K | 0.19% | +1,070 | New |
| Sunbelt Securities, Inc. | 1,191 | $286.9K | 0.03% | 00.0% | Unchanged |
| Longboard Asset Management, LP | 1,074 | $287.3K | 0.71% | +1,074 | New |
| Waddell & Associates, LLC | 1,074 | $287.4K | 0.03% | +1,074 | New |
| Breakwater Capital Group | 1,076 | $287.9K | 0.05% | 00.0% | Unchanged |
| Allegiance Financial Group Advisory Services LLC | 1,084 | $290.0K | 0.08% | +22+2.1% | Added |
| Ameritas Advisory Services, LLC | 1,091 | $291.8K | 0.02% | +290+36.2% | Added |
| Knightsbridge Asset Management, LLC | 1,091 | $291.9K | 0.06% | +172+18.7% | Added |
| 3Chopt Investment Partners, LLC | 1,093 | $292.4K | 0.07% | +49+4.7% | Added |
| Tritonpoint Wealth, LLC | 1,094 | $292.7K | 0.03% | +78+7.7% | Added |
| Jackson Creek Investment Advisors LLC | 1,100 | $294.0K | 0.08% | +1,100 | New |
| Blume Capital Management, Inc. | 1,100 | $294.3K | 0.06% | −4−0.4% | Reduced |
| Anchor Investment Management, LLC | 1,103 | $295.1K | 0.03% | 00.0% | Unchanged |
| Avestar Capital, LLC | 1,104 | $295.4K | 0.02% | −2−0.2% | Reduced |
| Ruggaard & Associates LLC | 1,104 | $295.4K | 0.12% | +100+10.0% | Added |
| MFA Wealth Services | 1,104 | $295.4K | 0.22% | +7+0.6% | Added |
| Stratos Wealth Advisors, LLC | 1,105 | $295.7K | 0.02% | −84−7.1% | Reduced |
| Mystic Asset Management, Inc. | 1,106 | $295.9K | 0.07% | −40−3.5% | Reduced |
| Farmers & Merchants Investments Inc | 1,108 | $296.4K | 0.01% | 00.0% | Unchanged |
| Everpar Advisors LLC | 1,108 | $296.4K | 0.13% | +59+5.6% | Added |
| Greenberg Financial Group | 900 | $297.1K | 0.11% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,117 | $298.0K | 0.02% | −1,882−62.8% | Reduced |
| Accurate Wealth Management, LLC | 1,166 | $298.5K | 0.05% | +1,166 | New |
| Capital Advisory Group Advisory Services, LLC | 1,116 | $298.6K | 0.11% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 1,117 | $298.8K | 0.03% | +34+3.1% | Added |
| Peachtree Investment Partners, LLC | 1,117 | $299.0K | 0.11% | +201+21.9% | Added |
| Marino, Stram & Associates LLC | 1,120 | $299.6K | 0.06% | +1+0.1% | Added |
| JFS Wealth Advisors, LLC | 1,121 | $299.8K | 0.02% | 00.0% | Unchanged |
| Stonehaven Wealth & Tax Solutions, LLC | 1,122 | $300.2K | 0.29% | −21−1.8% | Reduced |
| Sawgrass Asset Management LLC | 1,124 | $300.7K | 0.03% | −18−1.6% | Reduced |
| Main Street Financial Solutions, LLC | 1,124 | $300.8K | 0.02% | +306+37.4% | Added |
| Quent Capital, LLC | 1,130 | $302.2K | 0.03% | +15+1.3% | Added |
| Westpac Banking Corp | 1,131 | $302.6K | 0.02% | +240+26.9% | Added |
| CRA Financial Services, LLC | 1,132 | $302.9K | 0.05% | −52−4.4% | Reduced |
| Five Oceans Advisors | 1,132 | $302.9K | 0.13% | +18+1.6% | Added |
| Sippican Capital Advisors | 1,136 | $303.9K | 0.22% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 1,137 | $304.2K | 0.00% | −58−4.9% | Reduced |
| Keystone Financial Group, Inc. | 1,146 | $304.7K | 0.19% | +3+0.3% | Added |
| Compass Capital Corp | 1,197 | $305.6K | 0.14% | −42−3.4% | Reduced |
| Childress Capital Advisors, LLC | 1,143 | $305.7K | 0.08% | +217+23.4% | Added |
| Alta Advisers Ltd | 1,145 | $306.3K | 0.11% | 00.0% | Unchanged |
| EagleClaw Capital Managment, LLC | 1,146 | $306.6K | 0.05% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,146 | $306.6K | 0.01% | +2+0.2% | Added |
| Onyx Bridge Wealth Group LLC | 1,149 | $307.5K | 0.04% | +1+0.1% | Added |
| Flagship Wealth Advisors, LLC | 1,154 | $308.7K | 0.12% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 1,155 | $309.0K | 0.02% | +1,155 | New |