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 |
|---|---|---|---|---|---|
| International Assets Investment Management, LLC | 2,124 | $568.3K | 0.05% | +46+2.2% | Added |
| Stegent Equity Advisors, Inc. | 2,112 | $565.0K | 0.50% | +208+10.9% | Added |
| Keystone Financial Group | 2,111 | $564.7K | 0.05% | −9−0.4% | Reduced |
| Ledyard National Bank | 2,097 | $561.0K | 0.05% | +18+0.9% | Added |
| Caisse des Depots Et Consignations | 2,091 | $559.4K | 0.02% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 2,089 | $558.9K | 0.08% | −15−0.7% | Reduced |
| Sax Wealth Advisors, LLC | 2,071 | $554.0K | 0.03% | +2,071 | New |
| Baader Bank INC | 2,062 | $551.7K | 0.05% | +537+35.2% | Added |
| West Family Investments, Inc. | 2,061 | $551.4K | 0.14% | +481+30.4% | Added |
| Diligent Investors, LLC | 2,056 | $550.1K | 0.13% | 00.0% | Unchanged |
| 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 |
| Transcend Wealth Collective, LLC | 2,046 | $547.4K | 0.04% | −467−18.6% | Reduced |
| Opus Capital Group, LLC | 2,043 | $547.0K | 0.07% | −175−7.9% | Reduced |
| Tradewinds Capital Management, LLC | 2,030 | $543.1K | 0.14% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 2,087 | $542.3K | 0.04% | +157+8.1% | Added |
| Fortis Group Advisors, LLC | 2,078 | $540.8K | 0.10% | +2,078 | New |
| 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 |
| Cidel Asset Management Inc | 2,018 | $539.9K | 0.03% | −335−14.2% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 2,015 | $539.1K | 0.29% | 00.0% | Unchanged |
| Parr McKnight Wealth Management Group, LLC | 2,013 | $538.6K | 0.07% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 2,001 | $535.3K | 0.33% | +14+0.7% | Added |
| Mesirow Financial Investment Management, Inc. | 1,990 | $532.5K | 0.01% | +45+2.3% | Added |
| Patrick M Sweeney & Associates, Inc | 2,015 | $532.2K | 0.37% | +20+1.0% | Added |
| Farmers Trust Co | 1,984 | $530.8K | 0.10% | +500+33.7% | Added |
| Moneta Group Investment Advisors LLC | 1,981 | $530.0K | 0.01% | +402+25.5% | Added |
| Global Retirement Partners, LLC | 1,978 | $529.2K | 0.01% | +1,978 | New |
| PDS Planning, Inc | 1,971 | $527.3K | 0.04% | +58+3.0% | Added |
| Schmidt P J Investment Management Inc | 1,960 | $524.4K | 0.09% | +390+24.8% | Added |
| Parkside Financial Bank & Trust | 1,953 | $522.5K | 0.06% | +100+5.4% | Added |
| Rockland Trust Co | 1,951 | $522.0K | 0.03% | −23−1.2% | Reduced |
| Bank of Hawaii | 1,941 | $519.3K | 0.03% | 00.0% | Unchanged |
| Brown Wealth Management, LLC | 1,931 | $516.6K | 0.16% | −51−2.6% | Reduced |
| Marco Investment Management LLC | 1,929 | $516.1K | 0.04% | −6−0.3% | Reduced |
| Valley Brook Capital Group | 1,918 | $513.1K | 0.38% | 00.0% | Unchanged |
| Oberweis Asset Management Inc | 1,917 | $512.8K | 0.02% | +2+0.1% | Added |
| AE Wealth Management LLC | 1,914 | $512.1K | 0.00% | −244−11.3% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,913 | $511.8K | 0.07% | −99−4.9% | Reduced |
| NWF Advisory Services Inc. | 1,909 | $510.7K | 0.06% | −41−2.1% | Reduced |
| State of Wyoming | 1,906 | $509.9K | 0.06% | −362−16.0% | Reduced |
| Spinnaker Trust | 1,905 | $509.7K | 0.03% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 1,903 | $509.1K | 0.02% | +1,903 | New |
| Northeast Investment Management | 1,900 | $508.3K | 0.02% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 1,900 | $508.3K | 0.07% | +200+11.8% | Added |
| LSV Asset Management | 1,900 | $508.0K | 0.00% | −900−32.1% | Reduced |
| First National Corp | 1,889 | $505.4K | 0.10% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 1,887 | $504.8K | 0.01% | −178−8.6% | Reduced |
| Independent Financial Group, LLC | 1,877 | $502.2K | 0.01% | −760−28.8% | Reduced |
| 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 |
| Peak Asset Management, LLC | 1,869 | $500.0K | 0.09% | +55+3.0% | Added |
| Stockman Wealth Management, Inc. | 1,862 | $498.2K | 0.07% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 1,861 | $497.9K | 0.04% | +1+0.1% | Added |
| Proficio Capital Partners LLC | 1,850 | $494.8K | 0.03% | +122+7.1% | Added |
| Cahaba Wealth Management, Inc. | 1,846 | $494.0K | 0.04% | +6+0.3% | Added |
| Sylvest Advisors, LLC | 1,840 | $492.3K | 0.28% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 1,836 | $491.3K | 0.01% | −235−11.3% | Reduced |
| Employees Retirement System of Texas | 1,836 | $491.0K | 0.00% | +1,836 | New |
| Donaldson Capital Management, LLC | 1,835 | $490.9K | 0.02% | +21+1.2% | Added |
| Fisher Asset Management, LLC | 1,834 | $490.8K | 0.00% | +316+20.8% | Added |
| Mutual Advisors, LLC | 1,876 | $489.8K | 0.01% | +775+70.4% | Added |
| SeaCrest Wealth Management, LLC | 1,829 | $489.3K | 0.05% | −47−2.5% | Reduced |
| Catalytic Wealth RIA, LLC | 1,818 | $486.4K | 0.04% | +1,818 | New |
| BFI Infinity Ltd. | 1,808 | $483.7K | 0.40% | −32−1.7% | Reduced |
| Advisors Capital Management, LLC | 1,803 | $482.4K | 0.01% | +83+4.8% | Added |
| Premier Path Wealth Partners, LLC | 1,797 | $480.8K | 0.07% | +217+13.7% | Added |
| Hilltop Holdings Inc. | 1,789 | $478.6K | 0.03% | −7,034−79.7% | Reduced |
| Evergreen Capital Management LLC | 1,770 | $473.6K | 0.01% | −106−5.7% | Reduced |
| WFA Asset Management Corp | 2,329 | $473.6K | 0.27% | +22+1.0% | Added |
| Busey Wealth Management | 1,768 | $473.0K | 0.01% | +436+32.7% | Added |
| Advus Financial Partners, LLC | 1,762 | $471.4K | 0.12% | +50+2.9% | Added |
| Burns Matteson Capital Management, LLC | 1,756 | $469.8K | 0.23% | −74−4.0% | Reduced |
| Drive Wealth Management, LLC | 1,753 | $469.1K | 0.10% | −6−0.3% | 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 |
| Sowell Financial Services LLC | 1,742 | $466.2K | 0.02% | −292−14.4% | Reduced |
| Destination Wealth Management | 1,742 | $466.0K | 0.01% | +59+3.5% | Added |
| Invesco, LLC | 1,739 | $465.3K | 0.17% | −19−1.1% | Reduced |
| Beverly Hills Private Wealth, LLC | 1,738 | $465.0K | 0.09% | −247−12.4% | Reduced |
| PrairieView Partners, LLC | 1,735 | $464.0K | 0.04% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 1,733 | $463.8K | 0.01% | +12+0.7% | Added |
| Pavion Blue Capital, LLC | 1,724 | $461.2K | 0.20% | 00.0% | Unchanged |
| Athena Investment Management | 1,718 | $459.6K | 0.26% | −190−10.0% | Reduced |
| Evermay Wealth Management LLC | 1,710 | $457.5K | 0.06% | −10−0.6% | Reduced |
| Southeast Asset Advisors Inc. | 1,700 | $454.8K | 0.05% | +1,700 | New |
| Nwam LLC | 1,711 | $454.0K | 0.03% | +1,711 | New |
| Neville Rodie & Shaw Inc | 1,700 | $454.0K | 0.03% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 1,695 | $453.5K | 0.00% | −16,651−90.8% | Reduced |
| Appleton Partners Inc | 1,682 | $450.0K | 0.03% | −94−5.3% | Reduced |
| 4WEALTH Advisors, Inc. | 1,682 | $449.9K | 0.47% | −22−1.3% | Reduced |
| Transce3nd, LLC | 1,680 | $449.5K | 0.19% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 1,678 | $448.9K | 0.10% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 1,669 | $446.5K | 0.04% | +101+6.4% | Added |
| Massmutual Trust Co FSB | 1,665 | $445.5K | 0.01% | +402+31.8% | Added |
| Total Wealth Planning & Management, Inc. | 1,663 | $444.9K | 0.39% | −109−6.2% | Reduced |
| Personal Cfo Solutions, LLC | 1,662 | $444.5K | 0.08% | +880+112.5% | Added |
| BFSG, LLC | 1,659 | $443.8K | 0.05% | 00.0% | Unchanged |
| Canandaigua National Trust Co of Florida | 1,648 | $440.9K | 0.31% | 00.0% | Unchanged |
| Summit Financial, LLC | 1,643 | $439.6K | 0.01% | +261+18.9% | Added |