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 |
|---|---|---|---|---|---|
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,913 | $511.8K | 0.07% | −99−4.9% | Reduced |
| AE Wealth Management LLC | 1,914 | $512.1K | 0.00% | −244−11.3% | Reduced |
| Oberweis Asset Management Inc | 1,917 | $512.8K | 0.02% | +2+0.1% | Added |
| Valley Brook Capital Group | 1,918 | $513.1K | 0.38% | 00.0% | Unchanged |
| Marco Investment Management LLC | 1,929 | $516.1K | 0.04% | −6−0.3% | Reduced |
| Brown Wealth Management, LLC | 1,931 | $516.6K | 0.16% | −51−2.6% | Reduced |
| Bank of Hawaii | 1,941 | $519.3K | 0.03% | 00.0% | Unchanged |
| Rockland Trust Co | 1,951 | $522.0K | 0.03% | −23−1.2% | Reduced |
| Parkside Financial Bank & Trust | 1,953 | $522.5K | 0.06% | +100+5.4% | Added |
| Schmidt P J Investment Management Inc | 1,960 | $524.4K | 0.09% | +390+24.8% | Added |
| PDS Planning, Inc | 1,971 | $527.3K | 0.04% | +58+3.0% | Added |
| Global Retirement Partners, LLC | 1,978 | $529.2K | 0.01% | +1,978 | New |
| Moneta Group Investment Advisors LLC | 1,981 | $530.0K | 0.01% | +402+25.5% | Added |
| Farmers Trust Co | 1,984 | $530.8K | 0.10% | +500+33.7% | Added |
| Patrick M Sweeney & Associates, Inc | 2,015 | $532.2K | 0.37% | +20+1.0% | Added |
| Mesirow Financial Investment Management, Inc. | 1,990 | $532.5K | 0.01% | +45+2.3% | Added |
| Defined Wealth Management, LLC | 2,001 | $535.3K | 0.33% | +14+0.7% | Added |
| Parr McKnight Wealth Management Group, LLC | 2,013 | $538.6K | 0.07% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 2,015 | $539.1K | 0.29% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 2,018 | $539.9K | 0.03% | −335−14.2% | Reduced |
| Eagle Harbor Asset Management Inc | 2,019 | $540.2K | 0.52% | 00.0% | Unchanged |
| Bearing Point Capital, LLC | 2,019 | $540.2K | 0.10% | +46+2.3% | Added |
| Fortis Group Advisors, LLC | 2,078 | $540.8K | 0.10% | +2,078 | New |
| Bridgewater Advisors Inc. | 2,087 | $542.3K | 0.04% | +157+8.1% | Added |
| Tradewinds Capital Management, LLC | 2,030 | $543.1K | 0.14% | 00.0% | Unchanged |
| Opus Capital Group, LLC | 2,043 | $547.0K | 0.07% | −175−7.9% | Reduced |
| Transcend Wealth Collective, LLC | 2,046 | $547.4K | 0.04% | −467−18.6% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 2,051 | $548.7K | 0.05% | −4−0.2% | Reduced |
| EverSource Wealth Advisors, LLC | 2,052 | $548.7K | 0.02% | +1,002+95.4% | Added |
| Diligent Investors, LLC | 2,056 | $550.1K | 0.13% | 00.0% | Unchanged |
| West Family Investments, Inc. | 2,061 | $551.4K | 0.14% | +481+30.4% | Added |
| Baader Bank INC | 2,062 | $551.7K | 0.05% | +537+35.2% | Added |
| Sax Wealth Advisors, LLC | 2,071 | $554.0K | 0.03% | +2,071 | New |
| Lifeworks Advisors, LLC | 2,089 | $558.9K | 0.08% | −15−0.7% | Reduced |
| Caisse des Depots Et Consignations | 2,091 | $559.4K | 0.02% | 00.0% | Unchanged |
| Ledyard National Bank | 2,097 | $561.0K | 0.05% | +18+0.9% | Added |
| Keystone Financial Group | 2,111 | $564.7K | 0.05% | −9−0.4% | Reduced |
| Stegent Equity Advisors, Inc. | 2,112 | $565.0K | 0.50% | +208+10.9% | Added |
| International Assets Investment Management, LLC | 2,124 | $568.3K | 0.05% | +46+2.2% | Added |
| Pure Financial Advisors, Inc. | 2,156 | $576.8K | 0.01% | +1,106+105.3% | Added |
| Sanibel Captiva Trust Company, Inc. | 2,158 | $577.4K | 0.02% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 2,160 | $577.8K | 0.07% | 00.0% | Unchanged |
| Finward Bancorp | 2,160 | $577.9K | 0.46% | −340−13.6% | Reduced |
| Ameritas Investment Partners, Inc. | 2,160 | $577.9K | 0.02% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 2,163 | $578.7K | 0.01% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 2,163 | $578.8K | 0.02% | −19−0.9% | Reduced |
| Empower Advisory Group, LLC | 2,165 | $579.2K | 0.00% | −399−15.6% | Reduced |
| Mather Group, LLC. | 2,174 | $581.7K | 0.01% | +53+2.5% | Added |
| Pensionmark Financial Group, LLC | 2,179 | $583.1K | 0.01% | +379+21.1% | Added |
| CSS LLC | 2,180 | $583.2K | 0.04% | +190+9.5% | Added |
| Centaurus Financial, Inc. | 2,184 | $584.0K | 0.03% | +46+2.2% | Added |
| Leavell Investment Management, Inc. | 2,192 | $586.4K | 0.03% | −80−3.5% | Reduced |
| South State Corp. | 2,198 | $588.1K | 0.03% | −68−3.0% | Reduced |
| FJ Capital Management LLC | 2,199 | $588.3K | 0.06% | −2,905−56.9% | Reduced |
| Green Square Capital Advisors LLC | 2,217 | $593.2K | 0.07% | 00.0% | Unchanged |
| Cigna Investments Inc | 2,222 | $594.0K | 0.10% | −41−1.8% | Reduced |
| Weik Capital Management | 2,235 | $598.0K | 0.24% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 2,275 | $602.2K | 0.02% | +263+13.1% | Added |
| Financial Engines Advisors L.L.C. | 2,263 | $605.0K | 0.00% | −896−28.4% | Reduced |
| City State Bank | 2,266 | $606.2K | 0.19% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 2,282 | $610.5K | 0.02% | −401−14.9% | Reduced |
| PUREfi Wealth, LLC | 2,283 | $610.8K | 0.49% | +650+39.8% | Added |
| Foundation Resource Management Inc | 2,286 | $611.6K | 0.09% | 00.0% | Unchanged |
| Sky Investment Group LLC | 2,291 | $612.9K | 0.11% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 2,390 | $615.0K | 0.13% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 2,308 | $617.5K | 0.67% | −299−11.5% | Reduced |
| Moody Lynn & Lieberson, LLC | 2,312 | $618.6K | 0.04% | +15+0.7% | Added |
| Modera Wealth Management, LLC | 2,316 | $619.7K | 0.01% | +109+4.9% | Added |
| Evoke Wealth, LLC | 2,317 | $620.0K | 0.01% | +921+66.0% | Added |
| Community Bank, N.A. | 2,321 | $620.9K | 0.08% | −1,880−44.8% | Reduced |
| Salvus Wealth Management, LLC | 2,321 | $621.0K | 0.36% | −48−2.0% | Reduced |
| MONECO Advisors, LLC | 2,327 | $622.6K | 0.06% | +2+0.1% | Added |
| United Community Bank | 2,328 | $622.8K | 0.21% | −448−16.1% | Reduced |
| Alhambra Investment Partners LLC | 2,330 | $623.4K | 0.31% | −50−2.1% | Reduced |
| Heritage Wealth Management, Inc. | 2,330 | $623.4K | 0.20% | 00.0% | Unchanged |
| LMCG Investments, LLC | 2,332 | $623.9K | 0.04% | +17+0.7% | Added |
| Stratos Wealth Partners, LTD. | 2,332 | $624.1K | 0.01% | −182−7.2% | Reduced |
| Robinswood Financial LLC | 2,349 | $628.5K | 0.22% | 00.0% | Unchanged |
| Inceptionr LLC | 2,351 | $629.0K | 0.15% | +2,351 | New |
| Rexford Capital Inc | 2,352 | $629.3K | 0.52% | +2,352 | New |
| TCI Wealth Advisors, Inc. | 2,353 | $629.5K | 0.04% | +14+0.6% | Added |
| Nixon Peabody Trust Co | 2,354 | $629.8K | 0.05% | −50−2.1% | Reduced |
| 1620 Investment Advisors, Inc. | 2,365 | $632.9K | 0.45% | +26+1.1% | Added |
| Wedbush Securities Inc | 2,397 | $641.0K | 0.02% | −30−1.2% | Reduced |
| Northcape Wealth Management, LLC | 2,400 | $642.1K | 0.20% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 2,422 | $647.9K | 0.23% | +198+8.9% | Added |
| Grimes & Company, Inc. | 2,441 | $653.0K | 0.02% | −160−6.2% | Reduced |
| Capital Investment Advisors, LLC | 2,447 | $654.6K | 0.01% | +53+2.2% | Added |
| Essex Savings Bank | 2,459 | $657.9K | 0.16% | −17−0.7% | Reduced |
| Beacon Investment Advisors LLC | 2,506 | $659.9K | 0.28% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 2,472 | $661.4K | 0.15% | +3+0.1% | Added |
| StoneX Group Inc. | 2,472 | $662.0K | 0.03% | −175−6.6% | Reduced |
| Wooster Corthell Wealth Management, Inc. | 2,476 | $662.4K | 0.12% | 00.0% | Unchanged |
| GWN Securities Inc. | 2,436 | $664.0K | 0.12% | −5,025−67.4% | Reduced |
| Boston Trust Walden Corp | 2,486 | $665.1K | 0.00% | −100−3.9% | Reduced |
| Jeppson Wealth Management, LLC | 2,490 | $666.2K | 0.23% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 2,502 | $669.3K | 0.06% | −16,216−86.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 2,502 | $669.4K | 0.05% | −94−3.6% | Reduced |
| Brookstone Capital Management | 2,519 | $674.0K | 0.01% | +687+37.5% | Added |
| Stiles Financial Services Inc | 2,526 | $675.5K | 0.23% | −44−1.7% | Reduced |