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; 1,868 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 | 1,868 | $61.0B |
| Q1 2026 | 1,804 | $52.1B |
| Q4 2025 | 1,779 | $53.8B |
| Q3 2025 | 1,680 | $51.9B |
| Q2 2025 | 1,638 | $50.7B |
| Q1 2025 | 1,644 | $49.8B |
| Q4 2024 | 1,589 | $45.6B |
| Q3 2024 | 1,470 | $44.0B |
| Q2 2024 | 1,414 | $38.8B |
| Q1 2024 | 1,451 | $43.6B |
| Q4 2023 | 1,333 | $36.0B |
| Q3 2023 | 1,259 | $30.5B |
| Q2 2023 | 1,287 | $32.5B |
| Q1 2023 | 1,269 | $32.3B |
| Q4 2022 | 1,303 | $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 |
|---|---|---|---|---|---|
| Portside Wealth Group, LLC | 1,031 | $275.8K | 0.04% | +243+30.8% | Added |
| Phillips Financial Management, LLC | 1,027 | $274.8K | 0.02% | +108+11.8% | Added |
| Cornerstone Advisory, LLC | 1,026 | $274.6K | 0.03% | +3+0.3% | Added |
| Altfest L J & Co Inc | 1,024 | $274.0K | 0.03% | −8−0.8% | Reduced |
| Crews Bank & Trust | 1,024 | $274.0K | 0.04% | 00.0% | Unchanged |
| HCR Wealth Advisors | 1,023 | $273.7K | 0.03% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 1,022 | $273.4K | 0.03% | −85−7.7% | Reduced |
| Shulman DeMeo Asset Management LLC | 1,021 | $273.1K | 0.07% | +1+0.1% | Added |
| Wedgewood Investors Inc | 1,020 | $272.9K | 0.31% | 00.0% | Unchanged |
| Gries Financial LLC | 1,018 | $272.4K | 0.05% | −15−1.5% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,016 | $271.8K | 0.04% | +263+34.9% | Added |
| McLean Asset Management Corp | 1,055 | $271.5K | 0.07% | +19+1.8% | Added |
| Old Mission Investment Co LLC | 1,013 | $271.0K | 0.07% | 00.0% | Unchanged |
| Farringdon Capital, Ltd. | 1,009 | $269.9K | 0.09% | −2,992−74.8% | Reduced |
| Templeton & Phillips Capital Management, LLC | 1,005 | $268.9K | 0.19% | 00.0% | Unchanged |
| Next Capital Management LLC | 1,004 | $268.6K | 0.10% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 1,003 | $268.3K | 0.04% | +50+5.2% | Added |
| Quantum Financial Advisors, LLC | 1,001 | $267.8K | 0.04% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 1,000 | $267.5K | 0.02% | 00.0% | Unchanged |
| Vision Capital Management, Inc. | 1,000 | $267.5K | 0.04% | 00.0% | Unchanged |
| Red Wave Investments LLC | 1,000 | $267.5K | 0.09% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 1,000 | $267.5K | 0.02% | 00.0% | Unchanged |
| Legacy Edge Advisors, LLC | 999 | $267.3K | 0.04% | −20−2.0% | Reduced |
| Sageworth Trust Co | 998 | $267.0K | 0.01% | −19−1.9% | Reduced |
| Carr Financial Group Corp | 996 | $266.4K | 0.08% | +119+13.6% | Added |
| Financial Council Asset Management Inc | 994 | $265.9K | 0.13% | 00.0% | Unchanged |
| Strong Tower Advisory Services | 993 | $265.7K | 0.05% | +993 | New |
| Bragg Financial Advisors, Inc | 992 | $265.4K | 0.01% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 992 | $265.4K | 0.09% | +992 | New |
| Magnus Financial Group LLC | 989 | $264.7K | 0.02% | +1+0.1% | Added |
| Lebenthal Global Advisors, LLC | 989 | $264.6K | 0.05% | +95+10.6% | Added |
| Quarry LP | 989 | $264.6K | 0.06% | +719+266.3% | Added |
| MBB Public Markets I LLC | 988 | $264.3K | 0.03% | −224−18.5% | Reduced |
| Trustco Bank Corp N Y | 987 | $264.1K | 0.26% | +987 | New |
| Global Strategic Investment Solutions, LLC | 985 | $263.5K | 0.03% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 997 | $263.0K | 0.22% | −341−25.5% | Reduced |
| Archer Investment Corp | 982 | $262.7K | 0.06% | +955+3,537.0% | Added |
| Worth Asset Management, LLC | 980 | $262.2K | 0.13% | +980 | New |
| Legacy Private Trust Co. | 978 | $261.7K | 0.02% | −230−19.0% | Reduced |
| Voya Financial Advisors, Inc. | 990 | $260.7K | 0.03% | −80−7.5% | Reduced |
| Waterloo Capital, L.P. | 973 | $260.2K | 0.02% | +973 | New |
| Capital Performance Advisors LLP | 973 | $260.2K | 0.05% | −345−26.2% | Reduced |
| Dynamic Wealth Strategies, LLC | 972 | $260.0K | 0.19% | −188−16.2% | Reduced |
| Baxter Bros Inc | 971 | $259.8K | 0.03% | 00.0% | Unchanged |
| Ti-Trust, Inc | 970 | $259.5K | 0.17% | 00.0% | Unchanged |
| SFMG, LLC | 970 | $259.5K | 0.02% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 969 | $259.2K | 0.05% | +5+0.5% | Added |
| Legacy Trust | 963 | $257.6K | 0.06% | −88−8.4% | Reduced |
| Fiduciary Alliance LLC | 961 | $257.0K | 0.02% | +114+13.5% | Added |
| Focused Wealth Management, Inc | 958 | $256.4K | 0.03% | +3+0.3% | Added |
| Kelly Financial Group LLC | 961 | $256.0K | 0.07% | +961 | New |
| TD Waterhouse Canada Inc. | 925 | $254.7K | 0.00% | +146+18.7% | Added |
| Ellevest, Inc. | 947 | $253.4K | 0.04% | +5+0.5% | Added |
| Brendel Financial Advisors LLC | 944 | $253.0K | 0.14% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 992 | $252.9K | 0.05% | −112−10.1% | Reduced |
| Smith, Moore & Co. | 945 | $252.8K | 0.02% | −580−38.0% | Reduced |
| Edmp, Inc. | 945 | $252.8K | 0.22% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 942 | $252.0K | 0.01% | +81+9.4% | Added |
| Kaufman Rossin Wealth, LLC | 939 | $251.2K | 0.16% | −340−26.6% | Reduced |
| Generali Investments, Management Co LLC | 940 | $251.1K | 0.06% | +788+518.4% | Added |
| QTR Family Wealth, LLC | 938 | $251.0K | 0.16% | +129+15.9% | Added |
| Warren Street Wealth Advisors, LLC | 938 | $251.0K | 0.08% | +47+5.3% | Added |
| Penn Davis McFarland Inc | 933 | $249.6K | 0.03% | 00.0% | Unchanged |
| FORM Wealth Advisors, LLC | 930 | $248.8K | 0.03% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 921 | $246.4K | 0.01% | +145+18.7% | Added |
| BNC Wealth Management, LLC | 920 | $246.2K | 0.07% | +1+0.1% | Added |
| Parcion Private Wealth LLC | 920 | $246.1K | 0.02% | +920 | New |
| Gerber Kawasaki Wealth & Investment Management | 915 | $244.9K | 0.01% | −155−14.5% | Reduced |
| Highland Capital Management, LLC | 915 | $244.8K | 0.01% | 00.0% | Unchanged |
| Madrona Financial Services, LLC | 912 | $244.0K | 0.06% | −11−1.2% | Reduced |
| Elgethun Capital Management | 910 | $243.6K | 0.05% | 00.0% | Unchanged |
| Narus Financial Partners, LLC | 910 | $243.5K | 0.08% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 950 | $242.3K | 0.01% | +44+4.9% | Added |
| RFG Advisory, LLC | 902 | $241.4K | 0.01% | +33+3.8% | Added |
| Ironwood Financial, llc | 911 | $240.9K | 0.05% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 899 | $240.5K | 0.06% | +899 | New |
| Abacus Planning Group, Inc. | 896 | $239.7K | 0.04% | +96+12.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 886 | $237.0K | 0.08% | +35+4.1% | Added |
| Alpha DNA Investment Management LLC | 885 | $236.8K | 4.51% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 885 | $236.8K | 0.00% | +5+0.6% | Added |
| Riversedge Advisors, LLC | 884 | $236.4K | 0.05% | +884 | New |
| Naviter Wealth, LLC | 882 | $236.0K | 0.03% | −2−0.2% | Reduced |
| Global Financial Private Client, LLC | 879 | $235.2K | 0.09% | +13+1.5% | Added |
| Good Life Advisors, LLC | 877 | $234.8K | 0.01% | −8−0.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 874 | $233.8K | 0.03% | +57+7.0% | Added |
| Apexium Financial, LP | 872 | $233.3K | 0.01% | +32+3.8% | Added |
| First Affirmative Financial Network | 871 | $233.0K | 0.12% | −40−4.4% | Reduced |
| Cobblestone Capital Advisors LLC | 871 | $233.0K | 0.01% | −25−2.8% | Reduced |
| Washington Trust Co | 870 | $232.8K | 0.01% | −29−3.2% | Reduced |
| Valtinson Bruner Financial Planning LLC | 868 | $232.1K | 0.07% | +5+0.6% | Added |
| Gladstone Institutional Advisory LLC | 866 | $231.8K | 0.01% | −8−0.9% | Reduced |
| Intrua Financial, LLC | 864 | $231.2K | 0.03% | −33−3.7% | Reduced |
| Revolve Wealth Partners, LLC | 862 | $230.6K | 0.03% | −40−4.4% | Reduced |
| Centiva Capital, LP | 861 | $230.4K | 0.02% | −1,302−60.2% | Reduced |
| bLong Financial, LLC | 860 | $230.1K | 0.18% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 859 | $229.8K | 0.00% | +33+4.0% | Added |
| Exchange Traded Concepts, LLC | 854 | $228.5K | 0.00% | +38+4.7% | Added |
| MEMBERS Trust Co | 852 | $227.9K | 0.01% | +67+8.5% | Added |
| Fiera Capital Corp | 851 | $227.7K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 850 | $227.4K | 0.05% | 00.0% | Unchanged |