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 |
|---|---|---|---|---|---|
| Ridgecrest Wealth Partners, LLC | 849 | $227.1K | 0.12% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 848 | $227.0K | 0.14% | +1+0.1% | Added |
| Ashton Thomas Securities, LLC | 847 | $226.6K | 0.05% | −18−2.1% | Reduced |
| D L Carlson Investment Group Inc | 846 | $226.3K | 0.04% | 00.0% | Unchanged |
| Financial Advisory Corp | 844 | $226.0K | 0.07% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 839 | $224.5K | 0.10% | −23−2.7% | Reduced |
| Sloy Dahl & Holst, LLC | 839 | $224.5K | 0.03% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 836 | $223.7K | 0.13% | −40−4.6% | Reduced |
| Central Valley Advisors, LLC | 835 | $223.3K | 0.08% | +2+0.2% | Added |
| Biltmore Family Office, LLC | 834 | $223.1K | 0.04% | −1,700−67.1% | Reduced |
| First Financial Bank - Trust Division | 833 | $222.9K | 0.02% | −46−5.2% | Reduced |
| Milestone Asset Management Group, LLC | 830 | $222.1K | 0.16% | +3+0.4% | Added |
| FourThought Financial Partners, LLC | 830 | $222.1K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 830 | $222.0K | 0.04% | −3−0.4% | Reduced |
| Latitude Advisors, LLC | 829 | $221.8K | 0.11% | +829 | New |
| PharVision Advisers, LLC | 829 | $221.8K | 0.32% | +829 | New |
| Stokes Family Office, LLC | 827 | $221.3K | 0.02% | −5−0.6% | Reduced |
| SRN Advisors, LLC | 822 | $219.9K | 0.20% | −100−10.8% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 819 | $219.1K | 0.08% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 818 | $218.8K | 0.01% | −37−4.3% | Reduced |
| Pflug Koory, LLC | 817 | $218.6K | 0.11% | −13−1.6% | Reduced |
| Walker Asset Management, LLC | 812 | $217.2K | 0.13% | 00.0% | Unchanged |
| Horizons Wealth Management | 812 | $217.2K | 0.16% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 808 | $216.3K | 0.02% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 812 | $216.0K | 0.00% | −2,554−75.9% | Reduced |
| New Wave Wealth Advisors LLC | 805 | $215.4K | 0.09% | +7+0.9% | Added |
| Fountainhead AM, LLC | 805 | $215.3K | 0.03% | −9−1.1% | Reduced |
| Cahill Financial Advisors Inc | 802 | $214.6K | 0.03% | +2+0.3% | Added |
| Fortitude Advisory Group L.L.C. | 800 | $214.1K | 0.12% | −2−0.2% | Reduced |
| First Community Trust NA | 800 | $214.0K | 0.17% | −45−5.3% | Reduced |
| Security National Bank of So Dak | 800 | $214.0K | 0.12% | −26−3.1% | Reduced |
| Logan Capital Management Inc | 800 | $214.0K | 0.01% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 797 | $213.2K | 0.03% | +2+0.3% | Added |
| Salem Investment Counselors Inc | 794 | $212.4K | 0.01% | −25−3.1% | Reduced |
| CNB Bank | 794 | $212.4K | 0.10% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 794 | $212.4K | 0.02% | +794 | New |
| Investors Research Corp | 791 | $211.6K | 0.04% | −200−20.2% | Reduced |
| McAdam, LLC | 791 | $211.6K | 0.01% | +7+0.9% | Added |
| Moloney Securities Asset Management, LLC | 791 | $211.6K | 0.03% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 791 | $211.5K | 0.01% | −2,800−78.0% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 790 | $211.4K | 0.34% | 00.0% | Unchanged |
| Exchange Bank | 790 | $211.4K | 0.17% | +17+2.2% | Added |
| Asset Allocation & Management Company, LLC | 790 | $211.0K | 0.10% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 787 | $211.0K | 0.10% | 00.0% | Unchanged |
| Barnes Wealth Management Group, Inc | 784 | $209.8K | 0.12% | +5+0.6% | Added |
| Castle Rock Wealth Management, LLC | 787 | $209.2K | 0.05% | −90−10.3% | Reduced |
| Pine Valley Investments Ltd Liability Co | 780 | $208.7K | 0.01% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 780 | $208.7K | 0.01% | −532−40.5% | Reduced |
| Financial Advocates Investment Management | 780 | $208.6K | 0.02% | −286−26.8% | Reduced |
| Blue Chip Partners, Inc. | 779 | $208.4K | 0.02% | +779 | New |
| Payne Capital Management, LLC | 778 | $208.1K | 0.08% | +778 | New |
| AIMZ Investment Advisors, LLC | 778 | $208.1K | 0.07% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 777 | $207.9K | 0.05% | −30−3.7% | Reduced |
| Oarsman Capital, Inc. | 777 | $207.9K | 0.03% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 776 | $207.6K | 0.03% | −30−3.7% | Reduced |
| Baldwin Investment Management, LLC | 775 | $207.3K | 0.03% | −26−3.2% | Reduced |
| Emerald Advisors, LLC | 775 | $207.3K | 0.03% | 00.0% | Unchanged |
| ORG Partners LLC | 776 | $207.2K | 0.04% | +41+5.6% | Added |
| MASTERINVEST Kapitalanlage GmbH | 773 | $206.8K | 0.02% | +773 | New |
| Wayfinding Financial, LLC | 787 | $206.0K | 0.09% | −27−3.3% | Reduced |
| Vermillion Wealth Management, Inc. | 767 | $205.3K | 0.10% | +3+0.4% | Added |
| Cassaday & Co Wealth Management LLC | 766 | $204.8K | 0.01% | +766 | New |
| Lodestar Private Asset Management LLC | 762 | $203.9K | 0.02% | −15−1.9% | Reduced |
| Catalina Capital Group, LLC | 758 | $202.8K | 0.14% | −29−3.7% | Reduced |
| Sapient Capital LLC | 756 | $202.3K | 0.00% | −26−3.3% | Reduced |
| waypoint wealth counsel | 755 | $202.0K | 0.10% | +755 | New |
| Courage Miller Partners, LLC | 755 | $202.0K | 0.06% | +755 | New |
| Grove Bank & Trust | 753 | $201.5K | 0.03% | +17+2.3% | Added |
| Advyzon Investment Management, LLC | 752 | $201.2K | 0.04% | +752 | New |
| Heritage Financial Services, LLC | 752 | $201.2K | 0.02% | +752 | New |
| Great Diamond Partners, LLC | 752 | $201.2K | 0.04% | −99−11.6% | Reduced |
| Bank Ozk | 750 | $200.7K | 0.08% | +750 | New |
| Signature Wealth Management Partners, LLC | 750 | $200.7K | 0.11% | +750 | New |
| Cullen Investment Group, Ltd. | 748 | $200.0K | 0.03% | +748 | New |
| Field & Main Bank | 743 | $198.8K | 0.06% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 732 | $195.8K | 0.07% | +732 | New |
| Cary Street Partner Investment Advisory LLC | 727 | $194.5K | 0.09% | +77+11.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 700 | $187.3K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 671 | $179.5K | 0.05% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 668 | $178.7K | 0.01% | +668 | New |
| Fairscale Capital, LLC | 679 | $176.7K | 0.13% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 659 | $176.3K | 0.02% | −4−0.6% | Reduced |
| Binnacle Investments Inc | 659 | $176.3K | 0.11% | +32+5.1% | Added |
| Sentry Investment Management LLC | 660 | $169.0K | 0.09% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 631 | $168.8K | 0.10% | 00.0% | Unchanged |
| Adirondack Trust Co | 630 | $168.5K | 0.06% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 628 | $168.0K | 0.11% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 621 | $166.1K | 0.06% | +2+0.3% | Added |
| GPS Wealth Strategies Group, LLC | 621 | $166.1K | 0.02% | −71−10.3% | Reduced |
| Bruce G. Allen Investments, LLC | 600 | $160.5K | 0.12% | 00.0% | Unchanged |
| Onefund, LLC | 598 | $160.0K | 0.12% | +598 | New |
| Spurstone Advisory Services, LLC | 596 | $159.5K | 2.42% | 00.0% | Unchanged |
| Tompkins Financial Corp | 573 | $153.3K | 0.01% | −186−24.5% | Reduced |
| Estabrook Capital Management | 571 | $152.8K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 558 | $149.3K | 0.03% | +246+78.8% | Added |
| CGC Financial Services, LLC | 536 | $143.4K | 0.05% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 534 | $142.9K | 0.01% | +23+4.5% | Added |
| Harbor Investment Advisory, LLC | 531 | $142.1K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 525 | $141.0K | 0.08% | −23−4.2% | Reduced |
| Addison Advisors LLC | 527 | $141.0K | 0.04% | −81−13.3% | Reduced |