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 |
|---|---|---|---|---|---|
| Willner & Heller, LLC | 1,160 | $310.4K | 0.26% | +5+0.4% | Added |
| Wealthspan Partners, LLC | 1,161 | $310.6K | 0.13% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 877 | $311.5K | 0.12% | −294−25.1% | Reduced |
| Rathbone Brothers plc | 1,166 | $312.0K | 0.00% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 1,166 | $312.0K | 0.07% | −1−0.1% | Reduced |
| Caldwell Trust Co | 1,167 | $312.2K | 0.03% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 1,168 | $312.4K | 0.10% | −365−23.8% | Reduced |
| Slocum, Gordon & Co LLP | 1,175 | $314.4K | 0.25% | −50−4.1% | Reduced |
| Mayfair Advisory Group, LLC | 1,190 | $315.3K | 0.15% | +2+0.2% | Added |
| Bridgewealth Advisory Group, LLC | 1,179 | $315.3K | 0.08% | +1,179 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,181 | $316.1K | 0.01% | −134−10.2% | Reduced |
| Earnest Partners LLC | 1,182 | $316.2K | 0.00% | 00.0% | Unchanged |
| Keel Point, LLC | 1,191 | $318.5K | 0.02% | +301+33.8% | Added |
| Means Investment Co., Inc. | 1,199 | $320.8K | 0.03% | 00.0% | Unchanged |
| Builder Investment Group Inc | 1,200 | $321.0K | 0.08% | 00.0% | Unchanged |
| Enhancing Capital LLC | 1,200 | $321.0K | 0.24% | 00.0% | Unchanged |
| Patten & Patten Inc | 1,201 | $321.4K | 0.02% | 00.0% | Unchanged |
| Nestegg Advisors, Inc. | 1,202 | $321.7K | 0.31% | 00.0% | Unchanged |
| Greenup Street Wealth Management LLC | 1,205 | $322.3K | 0.06% | +7+0.6% | Added |
| VestGen Advisors, LLC | 1,210 | $323.7K | 0.01% | +69+6.0% | Added |
| Ariston Services Group | 1,212 | $324.3K | 0.23% | 00.0% | Unchanged |
| Advisors Management Group Inc | 1,215 | $325.0K | 0.06% | −3−0.2% | Reduced |
| Waldron Private Wealth LLC | 1,215 | $325.2K | 0.01% | −303−20.0% | Reduced |
| Legacy Financial Advisors, Inc. | 1,223 | $327.2K | 0.05% | +60+5.2% | Added |
| Catalyst Financial Partners LLC | 1,225 | $327.7K | 0.04% | +38+3.2% | Added |
| One Wealth Advisors, LLC | 1,226 | $328.0K | 0.05% | +3+0.2% | Added |
| Old Port Advisors | 1,230 | $329.1K | 0.09% | +1+0.1% | Added |
| Wealth Effects LLC | 1,231 | $329.4K | 0.12% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 1,234 | $330.1K | 0.07% | +16+1.3% | Added |
| Santori & Peters | 1,236 | $330.8K | 0.12% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 1,237 | $331.0K | 0.14% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,240 | $331.7K | 0.02% | −24−1.9% | Reduced |
| Wealth Architects, LLC | 1,242 | $332.3K | 0.03% | −16−1.3% | Reduced |
| United Advisor Group, LLC | 1,245 | $333.1K | 0.06% | +23+1.9% | Added |
| Core Alternative Capital | 1,245 | $333.1K | 0.09% | +180+16.9% | Added |
| Plante Moran Financial Advisors, LLC | 1,251 | $334.7K | 0.02% | −577−31.6% | Reduced |
| Caldwell Sutter Capital, Inc. | 1,251 | $334.8K | 0.15% | −2−0.2% | Reduced |
| Liberty Capital Management, Inc. | 1,254 | $335.5K | 0.07% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 1,255 | $335.8K | 0.02% | −109−8.0% | Reduced |
| Dearborn Partners LLC | 1,263 | $337.9K | 0.02% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 1,263 | $337.9K | 0.01% | −215−14.5% | Reduced |
| Fiduciary Financial Group, LLC | 1,284 | $342.8K | 0.06% | +38+3.0% | Added |
| BLB&B Advisors, LLC | 1,282 | $343.0K | 0.02% | −142−10.0% | Reduced |
| Delta Asset Management LLC | 1,286 | $344.1K | 0.03% | −10−0.8% | Reduced |
| Live Oak Private Wealth LLC | 1,286 | $344.1K | 0.05% | 00.0% | Unchanged |
| Magnetar Financial LLC | 1,292 | $345.7K | 0.00% | −1,317−50.5% | Reduced |
| Retirement Planning Group | 1,303 | $348.6K | 0.01% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 1,304 | $348.9K | 0.11% | 00.0% | Unchanged |
| NDVR, Inc. | 1,308 | $349.9K | 0.33% | +64+5.1% | Added |
| Renaissance Group LLC | 1,309 | $350.2K | 0.01% | −182−12.2% | Reduced |
| Somerset Trust Co | 1,311 | $350.7K | 0.11% | +26+2.0% | Added |
| Medallion Wealth Advisors, LLC | 1,311 | $350.8K | 0.14% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 1,318 | $352.7K | 0.04% | +1,318 | New |
| Wealthcare Advisory Partners LLC | 1,320 | $353.1K | 0.01% | −97−6.8% | Reduced |
| Global View Capital Management LLC | 1,321 | $353.4K | 0.11% | −120−8.3% | Reduced |
| Brown Brothers Harriman & Co | 1,323 | $354.0K | 0.00% | +562+73.9% | Added |
| Strategic Financial Services, Inc, | 1,332 | $356.4K | 0.02% | 00.0% | Unchanged |
| NBT Bank N A | 1,336 | $357.4K | 0.02% | 00.0% | Unchanged |
| Windsor Capital Management, LLC | 1,339 | $358.3K | 0.10% | −12−0.9% | Reduced |
| Centennial Bank | 1,341 | $358.8K | 0.15% | +25+1.9% | Added |
| First Nebraska Trust Co | 1,170 | $359.8K | 0.03% | −175−13.0% | Reduced |
| SPC Financial, Inc. | 1,351 | $361.4K | 0.03% | +14+1.0% | Added |
| TownSquare Capital, LLC | 1,353 | $362.0K | 0.04% | −13,743−91.0% | Reduced |
| Boston Private Wealth LLC | 1,355 | $362.5K | 0.02% | −1,906−58.4% | Reduced |
| New Hampshire Trust | 1,356 | $362.8K | 0.08% | +80+6.3% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 1,366 | $365.5K | 0.02% | +20+1.5% | Added |
| St Germain D J Co Inc | 1,370 | $366.5K | 0.02% | +371+37.1% | Added |
| Csenge Advisory Group | 1,332 | $367.3K | 0.02% | +7+0.5% | Added |
| Plancorp, LLC | 1,378 | $368.7K | 0.01% | +17+1.2% | Added |
| Legal Advantage Investments, Inc. | 1,379 | $368.9K | 0.17% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,378 | $369.0K | 0.00% | +241+21.2% | Added |
| Wealthstar Advisors, LLC | 1,387 | $371.1K | 0.14% | +4+0.3% | Added |
| Woodmont Investment Counsel LLC | 1,387 | $371.1K | 0.02% | 00.0% | Unchanged |
| Syverson Strege & Co | 1,393 | $372.7K | 0.09% | +1,393 | New |
| Alpine Bank Wealth Management | 1,396 | $373.5K | 0.06% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 1,400 | $374.6K | 0.18% | 00.0% | Unchanged |
| Henrickson Nauta Wealth Advisors, Inc. | 1,402 | $375.1K | 0.13% | +6+0.4% | Added |
| Great Waters Wealth Management | 1,404 | $375.5K | 0.05% | +20+1.4% | Added |
| Aspen Investment Management Inc | 1,406 | $376.0K | 0.16% | −89−6.0% | Reduced |
| Knollwood Investment Advisory, LLC | 1,412 | $377.8K | 0.04% | 00.0% | Unchanged |
| Adviser Investments LLC | 1,412 | $377.8K | 0.00% | +250+21.5% | Added |
| WealthPlan Investment Management, LLC | 1,414 | $378.2K | 0.03% | +1,414 | New |
| Advisory Alpha, LLC | 1,415 | $378.7K | 0.01% | −36−2.5% | Reduced |
| Hickory Point Bank & Trust | 1,420 | $379.9K | 0.31% | −21−1.5% | Reduced |
| Golden State Equity Partners | 1,428 | $382.0K | 0.07% | −135−8.6% | Reduced |
| Howard Capital Management Inc. | 1,423 | $382.3K | 0.01% | +94+7.1% | Added |
| D'Orazio & Associates, Inc. | 1,429 | $382.3K | 0.05% | +185+14.9% | Added |
| Winton Group Ltd | 1,429 | $382.3K | 0.02% | +1,429 | New |
| Inscription Capital, LLC | 1,430 | $382.6K | 0.06% | +119+9.1% | Added |
| Optimize Financial Inc | 1,437 | $384.5K | 0.24% | −10−0.7% | Reduced |
| Milestones Private Investment Advisors LLC | 1,440 | $385.3K | 0.29% | +1,440 | New |
| Tiemann Investment Advisors, LLC | 1,445 | $386.6K | 0.16% | −15−1.0% | Reduced |
| Dana Investment Advisors, Inc. | 1,446 | $386.9K | 0.01% | 00.0% | Unchanged |
| Scotia Capital Inc. | 1,449 | $387.7K | 0.00% | +306+26.8% | Added |
| Simmons Bank | 1,455 | $389.3K | 0.03% | 00.0% | Unchanged |
| MKT Advisors LLC | 1,459 | $389.6K | 0.15% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 1,456 | $389.6K | 0.13% | −304−17.3% | Reduced |
| ForthRight Wealth Management, LLC | 1,470 | $393.3K | 0.12% | −76−4.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 1,478 | $395.4K | 0.01% | +8+0.5% | Added |
| Aprio Wealth Management, LLC | 1,478 | $395.5K | 0.04% | +238+19.2% | Added |