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 |
|---|---|---|---|---|---|
| DRW Securities, LLC | 1,480 | $396.0K | 0.03% | −15,186−91.1% | Reduced |
| Colonial Trust Co | 1,486 | $397.7K | 0.06% | +3+0.2% | Added |
| Kingswood Wealth Advisors, LLC | 1,487 | $397.8K | 0.03% | −9−0.6% | Reduced |
| Advisor OS, LLC | 1,490 | $398.8K | 0.04% | +225+17.8% | Added |
| All Terrain Financial Advisors, LLC | 1,495 | $400.0K | 0.15% | 00.0% | Unchanged |
| Novem Group | 1,496 | $400.2K | 0.05% | −80−5.1% | Reduced |
| Randolph Co Inc | 1,503 | $402.1K | 0.04% | +312+26.2% | Added |
| AlphaCore Capital LLC | 1,506 | $402.8K | 0.02% | +593+65.0% | Added |
| Wellington Shields & Co., LLC | 1,508 | $403.4K | 0.11% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 1,511 | $404.2K | 0.17% | −17−1.1% | Reduced |
| McKinley Carter Wealth Services, Inc. | 1,516 | $405.6K | 0.02% | 00.0% | Unchanged |
| G2 Capital Management, LLC | 1,520 | $406.7K | 0.11% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 1,521 | $407.0K | 0.01% | +600+65.1% | Added |
| Boston Family Office LLC | 1,525 | $408.0K | 0.03% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,529 | $409.1K | 0.03% | −199−11.5% | Reduced |
| Glen Eagle Advisors, LLC | 1,530 | $409.4K | 0.06% | −25−1.6% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 1,531 | $409.6K | 0.46% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,547 | $413.9K | 0.05% | +3+0.2% | Added |
| Cape Ann Savings Bank | 1,550 | $414.7K | 0.25% | −50−3.1% | Reduced |
| Monument Capital Management | 1,556 | $416.3K | 0.11% | +106+7.3% | Added |
| Burke & Herbert Bank & Trust Co | 1,562 | $417.9K | 0.09% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 1,584 | $418.5K | 0.01% | +248+18.6% | Added |
| Somerville Kurt F | 1,575 | $421.4K | 0.07% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,582 | $423.1K | 0.02% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 1,591 | $425.7K | 0.14% | +202+14.5% | Added |
| First American Trust, FSB | 1,594 | $426.6K | 0.03% | +137+9.4% | Added |
| Veracity Capital LLC | 1,602 | $428.6K | 0.15% | −255−13.7% | Reduced |
| Balboa Wealth Partners | 1,607 | $429.9K | 0.09% | +1,607 | New |
| Crestwood Advisors Group LLC | 1,611 | $431.1K | 0.01% | −6−0.4% | Reduced |
| Segment Wealth Management, LLC | 1,612 | $431.3K | 0.03% | +3+0.2% | Added |
| Hudson Portfolio Management LLC | 1,617 | $432.6K | 0.40% | 00.0% | Unchanged |
| Howland Capital Management LLC | 1,622 | $433.9K | 0.02% | −106−6.1% | Reduced |
| Harbour Investments, Inc. | 1,625 | $434.7K | 0.01% | +429+35.9% | Added |
| Univest Financial Corp | 1,627 | $435.2K | 0.03% | 00.0% | Unchanged |
| Charter Trust Co | 1,627 | $435.3K | 0.03% | 00.0% | Unchanged |
| AGH Wealth Advisors, LLC | 1,627 | $435.3K | 0.36% | +14+0.9% | Added |
| Fiduciary Group LLC | 1,633 | $436.9K | 0.04% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,635 | $437.0K | 0.02% | +41+2.6% | Added |
| Sym Financial Corp | 1,641 | $439.0K | 0.05% | +56+3.5% | Added |
| Summit Financial, LLC | 1,643 | $439.6K | 0.01% | +261+18.9% | Added |
| Canandaigua National Trust Co of Florida | 1,648 | $440.9K | 0.31% | 00.0% | Unchanged |
| BFSG, LLC | 1,659 | $443.8K | 0.05% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 1,662 | $444.5K | 0.08% | +880+112.5% | Added |
| Total Wealth Planning & Management, Inc. | 1,663 | $444.9K | 0.39% | −109−6.2% | Reduced |
| Massmutual Trust Co FSB | 1,665 | $445.5K | 0.01% | +402+31.8% | Added |
| Cozad Asset Management Inc | 1,669 | $446.5K | 0.04% | +101+6.4% | Added |
| Whalerock Point Partners, LLC | 1,678 | $448.9K | 0.10% | 00.0% | Unchanged |
| Transce3nd, LLC | 1,680 | $449.5K | 0.19% | 00.0% | Unchanged |
| 4WEALTH Advisors, Inc. | 1,682 | $449.9K | 0.47% | −22−1.3% | Reduced |
| Appleton Partners Inc | 1,682 | $450.0K | 0.03% | −94−5.3% | Reduced |
| CIBC World Markets Inc. | 1,695 | $453.5K | 0.00% | −16,651−90.8% | Reduced |
| Neville Rodie & Shaw Inc | 1,700 | $454.0K | 0.03% | 00.0% | Unchanged |
| Nwam LLC | 1,711 | $454.0K | 0.03% | +1,711 | New |
| Southeast Asset Advisors Inc. | 1,700 | $454.8K | 0.05% | +1,700 | New |
| Evermay Wealth Management LLC | 1,710 | $457.5K | 0.06% | −10−0.6% | Reduced |
| Athena Investment Management | 1,718 | $459.6K | 0.26% | −190−10.0% | Reduced |
| Pavion Blue Capital, LLC | 1,724 | $461.2K | 0.20% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 1,733 | $463.8K | 0.01% | +12+0.7% | Added |
| PrairieView Partners, LLC | 1,735 | $464.0K | 0.04% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 1,738 | $465.0K | 0.09% | −247−12.4% | Reduced |
| Invesco, LLC | 1,739 | $465.3K | 0.17% | −19−1.1% | Reduced |
| Destination Wealth Management | 1,742 | $466.0K | 0.01% | +59+3.5% | Added |
| Sowell Financial Services LLC | 1,742 | $466.2K | 0.02% | −292−14.4% | Reduced |
| Wesbanco Bank Inc | 1,745 | $466.9K | 0.01% | 00.0% | Unchanged |
| Voleon Capital Management LP | 1,745 | $466.9K | 0.03% | +714+69.3% | Added |
| Drive Wealth Management, LLC | 1,753 | $469.1K | 0.10% | −6−0.3% | Reduced |
| Burns Matteson Capital Management, LLC | 1,756 | $469.8K | 0.23% | −74−4.0% | Reduced |
| Advus Financial Partners, LLC | 1,762 | $471.4K | 0.12% | +50+2.9% | Added |
| Busey Wealth Management | 1,768 | $473.0K | 0.01% | +436+32.7% | Added |
| WFA Asset Management Corp | 2,329 | $473.6K | 0.27% | +22+1.0% | Added |
| Evergreen Capital Management LLC | 1,770 | $473.6K | 0.01% | −106−5.7% | Reduced |
| Hilltop Holdings Inc. | 1,789 | $478.6K | 0.03% | −7,034−79.7% | Reduced |
| Premier Path Wealth Partners, LLC | 1,797 | $480.8K | 0.07% | +217+13.7% | Added |
| Advisors Capital Management, LLC | 1,803 | $482.4K | 0.01% | +83+4.8% | Added |
| BFI Infinity Ltd. | 1,808 | $483.7K | 0.40% | −32−1.7% | Reduced |
| Catalytic Wealth RIA, LLC | 1,818 | $486.4K | 0.04% | +1,818 | New |
| SeaCrest Wealth Management, LLC | 1,829 | $489.3K | 0.05% | −47−2.5% | Reduced |
| Mutual Advisors, LLC | 1,876 | $489.8K | 0.01% | +775+70.4% | Added |
| Fisher Asset Management, LLC | 1,834 | $490.8K | 0.00% | +316+20.8% | Added |
| Donaldson Capital Management, LLC | 1,835 | $490.9K | 0.02% | +21+1.2% | Added |
| Employees Retirement System of Texas | 1,836 | $491.0K | 0.00% | +1,836 | New |
| Quotient Wealth Partners, LLC | 1,836 | $491.3K | 0.01% | −235−11.3% | Reduced |
| Sylvest Advisors, LLC | 1,840 | $492.3K | 0.28% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 1,846 | $494.0K | 0.04% | +6+0.3% | Added |
| Proficio Capital Partners LLC | 1,850 | $494.8K | 0.03% | +122+7.1% | Added |
| Mount Yale Investment Advisors, LLC | 1,861 | $497.9K | 0.04% | +1+0.1% | Added |
| Stockman Wealth Management, Inc. | 1,862 | $498.2K | 0.07% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 1,869 | $500.0K | 0.09% | +55+3.0% | Added |
| Mountain Pacific Investment Advisers Inc | 1,870 | $500.3K | 0.04% | +50+2.7% | Added |
| Thomasville National Bank | 1,870 | $500.3K | 0.03% | +220+13.3% | Added |
| Independent Financial Group, LLC | 1,877 | $502.2K | 0.01% | −760−28.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 1,887 | $504.8K | 0.01% | −178−8.6% | Reduced |
| First National Corp | 1,889 | $505.4K | 0.10% | 00.0% | Unchanged |
| LSV Asset Management | 1,900 | $508.0K | 0.00% | −900−32.1% | Reduced |
| Mechanics Bank Trust Department | 1,900 | $508.3K | 0.07% | +200+11.8% | Added |
| Northeast Investment Management | 1,900 | $508.3K | 0.02% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 1,903 | $509.1K | 0.02% | +1,903 | New |
| Spinnaker Trust | 1,905 | $509.7K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 1,906 | $509.9K | 0.06% | −362−16.0% | Reduced |
| NWF Advisory Services Inc. | 1,909 | $510.7K | 0.06% | −41−2.1% | Reduced |