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 |
|---|---|---|---|---|---|
| Gsa Capital Partners LLP | 2,525 | $676.0K | 0.05% | +428+20.4% | Added |
| True Vision MN LLC | 2,532 | $677.4K | 0.37% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 2,536 | $678.5K | 0.06% | −108−4.1% | Reduced |
| First National Bank Sioux Falls | 2,564 | $686.0K | 0.25% | +18+0.7% | Added |
| Franklin Street Advisors Inc | 2,579 | $690.0K | 0.04% | 00.0% | Unchanged |
| Park National Corp | 2,580 | $690.3K | 0.02% | +40+1.6% | Added |
| CenterBook Partners LP | 2,586 | $691.9K | 0.04% | +2,586 | New |
| Legacy Financial Group LLC | 2,587 | $692.2K | 0.10% | +199+8.3% | Added |
| Inlet Private Wealth, LLC | 2,590 | $693.0K | 0.17% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 2,595 | $694.3K | 0.05% | 00.0% | Unchanged |
| Welch & Forbes LLC | 2,611 | $698.5K | 0.01% | −10−0.4% | Reduced |
| Orrstown Financial Services Inc | 2,611 | $698.5K | 0.15% | 00.0% | Unchanged |
| Trust Asset Management LLC | 2,619 | $700.7K | 0.05% | 00.0% | Unchanged |
| PEAK6 LLC | 2,621 | $701.3K | 0.02% | +2,619+130,950.0% | Added |
| SRS Capital Advisors, Inc. | 2,455 | $703.1K | 0.03% | −635−20.6% | Reduced |
| Aries Wealth Management | 2,658 | $711.1K | 0.19% | −960−26.5% | Reduced |
| Eastern Bank | 2,660 | $711.7K | 0.01% | −200−7.0% | Reduced |
| RiverFront Investment Group, LLC | 2,662 | $712.2K | 0.01% | +1,221+84.7% | Added |
| Measured Wealth Private Client Group, LLC | 2,665 | $713.0K | 0.21% | +583+28.0% | Added |
| Connecticut Wealth Management, LLC | 2,715 | $726.4K | 0.03% | −54−2.0% | Reduced |
| Baldwin Brothers Inc | 2,715 | $726.4K | 0.05% | −26−0.9% | Reduced |
| Bank of New Hampshire | 2,719 | $727.4K | 0.18% | −110−3.9% | Reduced |
| TCG Advisory Services, LLC | 2,721 | $727.9K | 0.03% | +213+8.5% | Added |
| SkyOak Wealth, LLC | 2,721 | $728.0K | 0.15% | 00.0% | Unchanged |
| Associated Banc-Corp | 2,734 | $731.5K | 0.02% | +39+1.4% | Added |
| Mendel Money Management | 2,742 | $733.6K | 0.32% | −20−0.7% | Reduced |
| Volterra Technologies LP | 2,759 | $738.1K | 1.00% | +2,759 | New |
| JNBA Financial Advisors | 2,768 | $740.5K | 0.07% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 2,775 | $742.4K | 0.68% | −122−4.2% | Reduced |
| Brave Asset Management Inc | 2,780 | $743.8K | 0.20% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 2,788 | $745.9K | 0.02% | +22+0.8% | Added |
| CWA Asset Management Group, LLC | 2,789 | $746.1K | 0.03% | +427+18.1% | Added |
| Guardian Wealth Advisors, LLC | 2,791 | $746.6K | 0.05% | −63−2.2% | Reduced |
| Clarius Group, LLC | 2,802 | $749.6K | 0.04% | +133+5.0% | Added |
| Real Talk Capital, LLC | 2,814 | $753.0K | 0.90% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 2,825 | $755.7K | 0.10% | +1,034+57.7% | Added |
| Madison Asset Management, LLC | 2,840 | $759.8K | 0.01% | −42−1.5% | Reduced |
| Clear Harbor Asset Management, LLC | 2,847 | $761.7K | 0.06% | −5−0.2% | Reduced |
| Ibex Wealth Advisors | 2,849 | $762.4K | 0.08% | +2,849 | New |
| Smartleaf Asset Management LLC | 2,918 | $768.5K | 0.07% | +138+5.0% | Added |
| Hamilton Capital Partners Inc. | 2,877 | $769.7K | 0.04% | +1,300+82.4% | Added |
| Flagship Harbor Advisors, LLC | 2,879 | $770.3K | 0.04% | −39−1.3% | Reduced |
| Impact Partnership Wealth, LLC | 2,891 | $773.5K | 0.14% | +147+5.4% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,899 | $775.6K | 0.09% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 2,903 | $776.7K | 0.24% | +888+44.1% | Added |
| Bank of Stockton | 2,906 | $777.5K | 0.23% | −100−3.3% | Reduced |
| Integrated Advisors Network LLC | 2,943 | $787.2K | 0.04% | +941+47.0% | Added |
| Fidelis Capital Partners, LLC | 2,951 | $789.6K | 0.07% | +123+4.3% | Added |
| Chicago Trust Co NA | 2,957 | $791.1K | 0.11% | +1,944+191.9% | Added |
| Camden National Bank | 2,996 | $801.5K | 0.12% | −10−0.3% | Reduced |
| Level Four Advisory Services, LLC | 2,996 | $801.6K | 0.03% | −72−2.3% | Reduced |
| Arkadios Wealth Advisors | 3,023 | $809.0K | 0.02% | +1,343+79.9% | Added |
| Wedmont Private Capital | 3,170 | $809.4K | 0.03% | +192+6.4% | Added |
| Gryphon Financial Partners LLC | 3,030 | $810.5K | 0.11% | +116+4.0% | Added |
| Mount Lucas Management LP | 3,064 | $819.7K | 0.39% | −842−21.6% | Reduced |
| Frank, Rimerman Advisors LLC | 3,068 | $820.8K | 0.06% | −300−8.9% | Reduced |
| Pinnacle Bancorp, Inc. | 3,068 | $820.8K | 0.25% | −200−6.1% | Reduced |
| Van Hulzen Asset Management, LLC | 3,075 | $822.7K | 0.07% | −21−0.7% | Reduced |
| Wilson & Boucher Capital Management, LLC | 3,088 | $826.2K | 0.58% | −100−3.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 3,090 | $827.0K | 0.11% | +1,590+106.0% | Added |
| Transatlantique Private Wealth LLC | 3,108 | $831.5K | 0.31% | −42−1.3% | Reduced |
| Berger Financial Group, Inc | 3,114 | $833.2K | 0.05% | −66−2.1% | Reduced |
| Checchi Capital Advisers, LLC | 3,116 | $833.7K | 0.06% | −60−1.9% | Reduced |
| Principal Securities, Inc. | 3,117 | $833.9K | 0.02% | +134+4.5% | Added |
| Alpha Cubed Investments, LLC | 3,120 | $834.8K | 0.03% | −170−5.2% | Reduced |
| Foundations Investment Advisors, LLC | 3,146 | $841.7K | 0.01% | +438+16.2% | Added |
| SG Americas Securities, LLC | 3,153 | $844.0K | 0.00% | −255,095−98.8% | Reduced |
| Evernest Financial Advisors, LLC | 3,155 | $844.1K | 0.27% | +36+1.2% | Added |
| Davis R M Inc | 3,161 | $845.8K | 0.02% | −100−3.1% | Reduced |
| Mission Wealth Management, LP | 3,197 | $855.2K | 0.02% | −62−1.9% | Reduced |
| Graypoint LLC | 3,198 | $855.6K | 0.05% | +78+2.5% | Added |
| Quad-Cities Investment Group, LLC | 3,205 | $857.4K | 0.39% | +618+23.9% | Added |
| Syon Capital LLC | 3,224 | $862.5K | 0.06% | +43+1.4% | Added |
| USA Financial Portformulas Corp | 3,243 | $867.6K | 0.15% | +3,243 | New |
| Landscape Capital Management, L.L.C. | 3,247 | $868.7K | 0.07% | +3,247 | New |
| LVM Capital Management Ltd | 3,251 | $870.0K | 0.09% | 00.0% | Unchanged |
| Ar Asset Management Inc | 3,264 | $873.0K | 0.19% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 3,264 | $873.3K | 0.39% | −58−1.7% | Reduced |
| Strategic Advisors LLC | 3,272 | $875.3K | 0.17% | −87−2.6% | Reduced |
| Villere St Denis J & Co LLC | 3,303 | $883.7K | 0.08% | 00.0% | Unchanged |
| Searle & Co. | 3,304 | $884.0K | 0.25% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 3,311 | $885.7K | 0.84% | +6+0.2% | Added |
| Union Savings Bank | 3,416 | $888.9K | 0.41% | −136−3.8% | Reduced |
| Tradition Wealth Management, LLC | 3,337 | $892.7K | 0.07% | −19−0.6% | Reduced |
| Aureus Asset Management, LLC | 3,338 | $893.0K | 0.06% | −375−10.1% | Reduced |
| Lederer & Associates Investment Counsel | 3,355 | $898.0K | 0.59% | −3−0.1% | Reduced |
| Wealthspire Advisors, LLC | 3,360 | $898.9K | 0.01% | −219−6.1% | Reduced |
| Apollon Wealth Management, LLC | 3,362 | $899.5K | 0.02% | −222−6.2% | Reduced |
| Burns J W & Co Inc | 3,372 | $902.1K | 0.11% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 3,386 | $906.0K | 0.28% | +46+1.4% | Added |
| Atomi Financial Group, Inc. | 3,396 | $908.5K | 0.03% | +200+6.3% | Added |
| Legacy Capital Wealth Partners, LLC | 3,447 | $922.3K | 0.21% | −181−5.0% | Reduced |
| Phoenix Holdings Ltd. | 3,450 | $922.5K | 0.01% | +3,450 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 3,457 | $924.9K | 0.08% | +6+0.2% | Added |
| LVW Advisors, LLC | 3,465 | $927.0K | 0.10% | +714+26.0% | Added |
| Guardian Partners Inc. | 3,647 | $931.2K | 0.08% | −465−11.3% | Reduced |
| Farther Finance Advisors, LLC | 3,486 | $932.7K | 0.02% | −167−4.6% | Reduced |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 3,500 | $936.4K | 0.04% | +3,500 | New |
| Ocean Capital Management, LLC | 3,509 | $938.8K | 0.21% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 3,514 | $940.1K | 0.11% | −1,044−22.9% | Reduced |