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
- 1,638
- +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
- 598 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 |
|---|---|---|---|---|---|
| Harvest Fund Management Co., Ltd | 1,635 | $437.0K | 0.02% | +41+2.6% | Added |
| Fiduciary Group LLC | 1,633 | $436.9K | 0.04% | 00.0% | Unchanged |
| AGH Wealth Advisors, LLC | 1,627 | $435.3K | 0.36% | +14+0.9% | Added |
| Charter Trust Co | 1,627 | $435.3K | 0.03% | 00.0% | Unchanged |
| Univest Financial Corp | 1,627 | $435.2K | 0.03% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,625 | $434.7K | 0.01% | +429+35.9% | Added |
| Howland Capital Management LLC | 1,622 | $433.9K | 0.02% | −106−6.1% | Reduced |
| Hudson Portfolio Management LLC | 1,617 | $432.6K | 0.40% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 1,612 | $431.3K | 0.03% | +3+0.2% | Added |
| Crestwood Advisors Group LLC | 1,611 | $431.1K | 0.01% | −6−0.4% | Reduced |
| Balboa Wealth Partners | 1,607 | $429.9K | 0.09% | +1,607 | New |
| Veracity Capital LLC | 1,602 | $428.6K | 0.15% | −255−13.7% | Reduced |
| First American Trust, FSB | 1,594 | $426.6K | 0.03% | +137+9.4% | Added |
| Cornell Pochily Investment Advisors, Inc. | 1,591 | $425.7K | 0.14% | +202+14.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,582 | $423.1K | 0.02% | 00.0% | Unchanged |
| Somerville Kurt F | 1,575 | $421.4K | 0.07% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 1,584 | $418.5K | 0.01% | +248+18.6% | Added |
| Burke & Herbert Bank & Trust Co | 1,562 | $417.9K | 0.09% | 00.0% | Unchanged |
| Monument Capital Management | 1,556 | $416.3K | 0.11% | +106+7.3% | Added |
| Cape Ann Savings Bank | 1,550 | $414.7K | 0.25% | −50−3.1% | Reduced |
| Manchester Capital Management LLC | 1,547 | $413.9K | 0.05% | +3+0.2% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 1,531 | $409.6K | 0.46% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,530 | $409.4K | 0.06% | −25−1.6% | Reduced |
| AdvisorNet Financial, Inc | 1,529 | $409.1K | 0.03% | −199−11.5% | Reduced |
| Boston Family Office LLC | 1,525 | $408.0K | 0.03% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 1,521 | $407.0K | 0.01% | +600+65.1% | Added |
| G2 Capital Management, LLC | 1,520 | $406.7K | 0.11% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 1,516 | $405.6K | 0.02% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 1,511 | $404.2K | 0.17% | −17−1.1% | Reduced |
| Wellington Shields & Co., LLC | 1,508 | $403.4K | 0.11% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 1,506 | $402.8K | 0.02% | +593+65.0% | Added |
| Randolph Co Inc | 1,503 | $402.1K | 0.04% | +312+26.2% | Added |
| Novem Group | 1,496 | $400.2K | 0.05% | −80−5.1% | Reduced |
| All Terrain Financial Advisors, LLC | 1,495 | $400.0K | 0.15% | 00.0% | Unchanged |
| Advisor OS, LLC | 1,490 | $398.8K | 0.04% | +225+17.8% | Added |
| Kingswood Wealth Advisors, LLC | 1,487 | $397.8K | 0.03% | −9−0.6% | Reduced |
| Colonial Trust Co | 1,486 | $397.7K | 0.06% | +3+0.2% | Added |
| DRW Securities, LLC | 1,480 | $396.0K | 0.03% | −15,186−91.1% | Reduced |
| Aprio Wealth Management, LLC | 1,478 | $395.5K | 0.04% | +238+19.2% | Added |
| Robertson Stephens Wealth Management, LLC | 1,478 | $395.4K | 0.01% | +8+0.5% | Added |
| ForthRight Wealth Management, LLC | 1,470 | $393.3K | 0.12% | −76−4.9% | Reduced |
| Sivia Capital Partners, LLC | 1,456 | $389.6K | 0.13% | −304−17.3% | Reduced |
| MKT Advisors LLC | 1,459 | $389.6K | 0.15% | 00.0% | Unchanged |
| Simmons Bank | 1,455 | $389.3K | 0.03% | 00.0% | Unchanged |
| Scotia Capital Inc. | 1,449 | $387.7K | 0.00% | +306+26.8% | Added |
| Dana Investment Advisors, Inc. | 1,446 | $386.9K | 0.01% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 1,445 | $386.6K | 0.16% | −15−1.0% | Reduced |
| Milestones Private Investment Advisors LLC | 1,440 | $385.3K | 0.29% | +1,440 | New |
| Optimize Financial Inc | 1,437 | $384.5K | 0.24% | −10−0.7% | Reduced |
| Inscription Capital, LLC | 1,430 | $382.6K | 0.06% | +119+9.1% | Added |
| Winton Group Ltd | 1,429 | $382.3K | 0.02% | +1,429 | New |
| D'Orazio & Associates, Inc. | 1,429 | $382.3K | 0.05% | +185+14.9% | Added |
| Howard Capital Management Inc. | 1,423 | $382.3K | 0.01% | +94+7.1% | Added |
| Golden State Equity Partners | 1,428 | $382.0K | 0.07% | −135−8.6% | Reduced |
| Hickory Point Bank & Trust | 1,420 | $379.9K | 0.31% | −21−1.5% | Reduced |
| Advisory Alpha, LLC | 1,415 | $378.7K | 0.01% | −36−2.5% | Reduced |
| WealthPlan Investment Management, LLC | 1,414 | $378.2K | 0.03% | +1,414 | New |
| 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 |
| Aspen Investment Management Inc | 1,406 | $376.0K | 0.16% | −89−6.0% | Reduced |
| Great Waters Wealth Management | 1,404 | $375.5K | 0.05% | +20+1.4% | Added |
| Henrickson Nauta Wealth Advisors, Inc. | 1,402 | $375.1K | 0.13% | +6+0.4% | Added |
| Mitchell Sinkler & Starr | 1,400 | $374.6K | 0.18% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 1,396 | $373.5K | 0.06% | 00.0% | Unchanged |
| Syverson Strege & Co | 1,393 | $372.7K | 0.09% | +1,393 | New |
| Woodmont Investment Counsel LLC | 1,387 | $371.1K | 0.02% | 00.0% | Unchanged |
| Wealthstar Advisors, LLC | 1,387 | $371.1K | 0.14% | +4+0.3% | Added |
| Ci Investments Inc. | 1,378 | $369.0K | 0.00% | +241+21.2% | Added |
| Legal Advantage Investments, Inc. | 1,379 | $368.9K | 0.17% | 00.0% | Unchanged |
| Plancorp, LLC | 1,378 | $368.7K | 0.01% | +17+1.2% | Added |
| Csenge Advisory Group | 1,332 | $367.3K | 0.02% | +7+0.5% | Added |
| St Germain D J Co Inc | 1,370 | $366.5K | 0.02% | +371+37.1% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 1,366 | $365.5K | 0.02% | +20+1.5% | Added |
| New Hampshire Trust | 1,356 | $362.8K | 0.08% | +80+6.3% | Added |
| Boston Private Wealth LLC | 1,355 | $362.5K | 0.02% | −1,906−58.4% | Reduced |
| TownSquare Capital, LLC | 1,353 | $362.0K | 0.04% | −13,743−91.0% | Reduced |
| SPC Financial, Inc. | 1,351 | $361.4K | 0.03% | +14+1.0% | Added |
| First Nebraska Trust Co | 1,170 | $359.8K | 0.03% | −175−13.0% | Reduced |
| Centennial Bank | 1,341 | $358.8K | 0.15% | +25+1.9% | Added |
| Windsor Capital Management, LLC | 1,339 | $358.3K | 0.10% | −12−0.9% | Reduced |
| NBT Bank N A | 1,336 | $357.4K | 0.02% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 1,332 | $356.4K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,323 | $354.0K | 0.00% | +562+73.9% | Added |
| Global View Capital Management LLC | 1,321 | $353.4K | 0.11% | −120−8.3% | Reduced |
| Wealthcare Advisory Partners LLC | 1,320 | $353.1K | 0.01% | −97−6.8% | Reduced |
| Red Door Wealth Management, LLC | 1,318 | $352.7K | 0.04% | +1,318 | New |
| Medallion Wealth Advisors, LLC | 1,311 | $350.8K | 0.14% | 00.0% | Unchanged |
| Somerset Trust Co | 1,311 | $350.7K | 0.11% | +26+2.0% | Added |
| Renaissance Group LLC | 1,309 | $350.2K | 0.01% | −182−12.2% | Reduced |
| NDVR, Inc. | 1,308 | $349.9K | 0.33% | +64+5.1% | Added |
| Van Strum & Towne Inc. | 1,304 | $348.9K | 0.11% | 00.0% | Unchanged |
| Retirement Planning Group | 1,303 | $348.6K | 0.01% | 00.0% | Unchanged |
| Magnetar Financial LLC | 1,292 | $345.7K | 0.00% | −1,317−50.5% | 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 |
| BLB&B Advisors, LLC | 1,282 | $343.0K | 0.02% | −142−10.0% | Reduced |
| Fiduciary Financial Group, LLC | 1,284 | $342.8K | 0.06% | +38+3.0% | Added |
| ICONIQ Capital, LLC | 1,263 | $337.9K | 0.01% | −215−14.5% | Reduced |
| Dearborn Partners LLC | 1,263 | $337.9K | 0.02% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 1,255 | $335.8K | 0.02% | −109−8.0% | Reduced |