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 |
|---|---|---|---|---|---|
| Liberty Capital Management, Inc. | 1,254 | $335.5K | 0.07% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,251 | $334.8K | 0.15% | −2−0.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,251 | $334.7K | 0.02% | −577−31.6% | Reduced |
| United Advisor Group, LLC | 1,245 | $333.1K | 0.06% | +23+1.9% | Added |
| Core Alternative Capital | 1,245 | $333.1K | 0.09% | +180+16.9% | Added |
| Wealth Architects, LLC | 1,242 | $332.3K | 0.03% | −16−1.3% | Reduced |
| Oakworth Capital, Inc. | 1,240 | $331.7K | 0.02% | −24−1.9% | Reduced |
| Flynn Zito Capital Management, LLC | 1,237 | $331.0K | 0.14% | 00.0% | Unchanged |
| Santori & Peters | 1,236 | $330.8K | 0.12% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 1,234 | $330.1K | 0.07% | +16+1.3% | Added |
| Wealth Effects LLC | 1,231 | $329.4K | 0.12% | 00.0% | Unchanged |
| Old Port Advisors | 1,230 | $329.1K | 0.09% | +1+0.1% | Added |
| One Wealth Advisors, LLC | 1,226 | $328.0K | 0.05% | +3+0.2% | Added |
| Catalyst Financial Partners LLC | 1,225 | $327.7K | 0.04% | +38+3.2% | Added |
| Legacy Financial Advisors, Inc. | 1,223 | $327.2K | 0.05% | +60+5.2% | Added |
| Waldron Private Wealth LLC | 1,215 | $325.2K | 0.01% | −303−20.0% | Reduced |
| Advisors Management Group Inc | 1,215 | $325.0K | 0.06% | −3−0.2% | Reduced |
| Ariston Services Group | 1,212 | $324.3K | 0.23% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 1,210 | $323.7K | 0.01% | +69+6.0% | Added |
| Greenup Street Wealth Management LLC | 1,205 | $322.3K | 0.06% | +7+0.6% | Added |
| Nestegg Advisors, Inc. | 1,202 | $321.7K | 0.31% | 00.0% | Unchanged |
| Patten & Patten Inc | 1,201 | $321.4K | 0.02% | 00.0% | Unchanged |
| Builder Investment Group Inc | 1,200 | $321.0K | 0.08% | 00.0% | Unchanged |
| Enhancing Capital LLC | 1,200 | $321.0K | 0.24% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 1,199 | $320.8K | 0.03% | 00.0% | Unchanged |
| Keel Point, LLC | 1,191 | $318.5K | 0.02% | +301+33.8% | Added |
| Earnest Partners LLC | 1,182 | $316.2K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,181 | $316.1K | 0.01% | −134−10.2% | Reduced |
| Bridgewealth Advisory Group, LLC | 1,179 | $315.3K | 0.08% | +1,179 | New |
| Mayfair Advisory Group, LLC | 1,190 | $315.3K | 0.15% | +2+0.2% | Added |
| Slocum, Gordon & Co LLP | 1,175 | $314.4K | 0.25% | −50−4.1% | Reduced |
| Florida Financial Advisors, LLC | 1,168 | $312.4K | 0.10% | −365−23.8% | Reduced |
| Caldwell Trust Co | 1,167 | $312.2K | 0.03% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 1,166 | $312.0K | 0.07% | −1−0.1% | Reduced |
| Rathbone Brothers plc | 1,166 | $312.0K | 0.00% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 877 | $311.5K | 0.12% | −294−25.1% | Reduced |
| Wealthspan Partners, LLC | 1,161 | $310.6K | 0.13% | 00.0% | Unchanged |
| Willner & Heller, LLC | 1,160 | $310.4K | 0.26% | +5+0.4% | Added |
| Lyell Wealth Management, LP | 1,155 | $309.0K | 0.02% | +1,155 | New |
| Flagship Wealth Advisors, LLC | 1,154 | $308.7K | 0.12% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 1,149 | $307.5K | 0.04% | +1+0.1% | Added |
| EagleClaw Capital Managment, LLC | 1,146 | $306.6K | 0.05% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,146 | $306.6K | 0.01% | +2+0.2% | Added |
| Alta Advisers Ltd | 1,145 | $306.3K | 0.11% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 1,143 | $305.7K | 0.08% | +217+23.4% | Added |
| Compass Capital Corp | 1,197 | $305.6K | 0.14% | −42−3.4% | Reduced |
| Keystone Financial Group, Inc. | 1,146 | $304.7K | 0.19% | +3+0.3% | Added |
| Valmark Advisers, Inc. | 1,137 | $304.2K | 0.00% | −58−4.9% | Reduced |
| Sippican Capital Advisors | 1,136 | $303.9K | 0.22% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 1,132 | $302.9K | 0.05% | −52−4.4% | Reduced |
| Five Oceans Advisors | 1,132 | $302.9K | 0.13% | +18+1.6% | Added |
| Westpac Banking Corp | 1,131 | $302.6K | 0.02% | +240+26.9% | Added |
| Quent Capital, LLC | 1,130 | $302.2K | 0.03% | +15+1.3% | Added |
| Main Street Financial Solutions, LLC | 1,124 | $300.8K | 0.02% | +306+37.4% | Added |
| Sawgrass Asset Management LLC | 1,124 | $300.7K | 0.03% | −18−1.6% | Reduced |
| Stonehaven Wealth & Tax Solutions, LLC | 1,122 | $300.2K | 0.29% | −21−1.8% | Reduced |
| JFS Wealth Advisors, LLC | 1,121 | $299.8K | 0.02% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 1,120 | $299.6K | 0.06% | +1+0.1% | Added |
| Peachtree Investment Partners, LLC | 1,117 | $299.0K | 0.11% | +201+21.9% | Added |
| Aaron Wealth Advisors | 1,117 | $298.8K | 0.03% | +34+3.1% | Added |
| Capital Advisory Group Advisory Services, LLC | 1,116 | $298.6K | 0.11% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 1,166 | $298.5K | 0.05% | +1,166 | New |
| NBC Securities, Inc. | 1,117 | $298.0K | 0.02% | −1,882−62.8% | Reduced |
| Greenberg Financial Group | 900 | $297.1K | 0.11% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,108 | $296.4K | 0.01% | 00.0% | Unchanged |
| Everpar Advisors LLC | 1,108 | $296.4K | 0.13% | +59+5.6% | Added |
| Mystic Asset Management, Inc. | 1,106 | $295.9K | 0.07% | −40−3.5% | Reduced |
| Stratos Wealth Advisors, LLC | 1,105 | $295.7K | 0.02% | −84−7.1% | Reduced |
| MFA Wealth Services | 1,104 | $295.4K | 0.22% | +7+0.6% | Added |
| Avestar Capital, LLC | 1,104 | $295.4K | 0.02% | −2−0.2% | Reduced |
| Ruggaard & Associates LLC | 1,104 | $295.4K | 0.12% | +100+10.0% | Added |
| Anchor Investment Management, LLC | 1,103 | $295.1K | 0.03% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1,100 | $294.3K | 0.06% | −4−0.4% | Reduced |
| Jackson Creek Investment Advisors LLC | 1,100 | $294.0K | 0.08% | +1,100 | New |
| Tritonpoint Wealth, LLC | 1,094 | $292.7K | 0.03% | +78+7.7% | Added |
| 3Chopt Investment Partners, LLC | 1,093 | $292.4K | 0.07% | +49+4.7% | Added |
| Knightsbridge Asset Management, LLC | 1,091 | $291.9K | 0.06% | +172+18.7% | Added |
| Ameritas Advisory Services, LLC | 1,091 | $291.8K | 0.02% | +290+36.2% | Added |
| Allegiance Financial Group Advisory Services LLC | 1,084 | $290.0K | 0.08% | +22+2.1% | Added |
| Breakwater Capital Group | 1,076 | $287.9K | 0.05% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 1,074 | $287.4K | 0.03% | +1,074 | New |
| Longboard Asset Management, LP | 1,074 | $287.3K | 0.71% | +1,074 | New |
| Sunbelt Securities, Inc. | 1,191 | $286.9K | 0.03% | 00.0% | Unchanged |
| Spectrum Planning & Advisory Services Inc. | 1,070 | $286.3K | 0.19% | +1,070 | New |
| Charles Schwab Trust Co | 1,069 | $286.0K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 1,065 | $284.9K | 0.06% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 1,063 | $284.4K | 0.12% | +1,063 | New |
| Trustmark National Bank Trust Department | 1,059 | $283.3K | 0.02% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 1,059 | $283.3K | 0.02% | +1,059 | New |
| Resonant Capital Advisors, LLC | 1,057 | $282.8K | 0.02% | +155+17.2% | Added |
| Beacon Investment Advisory Services, Inc. | 1,051 | $281.2K | 0.01% | +121+13.0% | Added |
| S-Bank Fund Management Ltd | 1,050 | $280.9K | 0.04% | +1,050 | New |
| One Capital Management, LLC | 1,048 | $280.4K | 0.01% | +66+6.7% | Added |
| Tortoise Investment Management, LLC | 1,047 | $280.1K | 0.03% | +86+8.9% | Added |
| Zacks Investment Management | 1,041 | $278.6K | 0.00% | +10+1.0% | Added |
| Prosperity Consulting Group, LLC | 1,041 | $278.5K | 0.02% | +21+2.1% | Added |
| Leigh Baldwin & Co., LLC | 1,040 | $278.3K | 0.18% | +13+1.3% | Added |
| Jarislowsky, Fraser Ltd | 1,040 | $278.2K | 0.00% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 1,038 | $277.7K | 0.02% | −18,754−94.8% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,036 | $277.2K | 0.02% | 00.0% | Unchanged |