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 |
|---|---|---|---|---|---|
| Deseret Mutual Benefit Administrators | 527 | $141.0K | 0.07% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 523 | $140.1K | 0.08% | 00.0% | Unchanged |
| Hemington Wealth Management | 520 | $139.0K | 0.02% | +53+11.3% | Added |
| Rocky Mountain Advisers, LLC | 515 | $137.8K | 0.04% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 507 | $135.6K | 0.04% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 500 | $133.8K | 0.05% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 500 | $133.8K | 0.08% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 500 | $133.8K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 496 | $132.7K | 0.02% | +15+3.1% | Added |
| S.A. Mason LLC | 474 | $126.8K | 0.06% | +4+0.9% | Added |
| Aster Capital Management (DIFC) Ltd | 472 | $126.3K | 0.03% | −8,269−94.6% | Reduced |
| City Holding Co | 471 | $126.0K | 0.02% | 00.0% | Unchanged |
| Financial Freedom, LLC | 465 | $124.4K | 0.07% | +1+0.2% | Added |
| Catalyst Capital Advisors LLC | 453 | $121.2K | 0.00% | −74−14.0% | Reduced |
| North Capital, Inc. | 446 | $119.2K | 0.10% | 00.0% | Unchanged |
| American National Bank | 438 | $117.2K | 0.01% | +300+217.4% | Added |
| TCTC Holdings, LLC | 437 | $116.9K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 434 | $116.1K | 0.02% | +7+1.6% | Added |
| Maseco LLP | 423 | $113.2K | 0.00% | +423 | New |
| Trifecta Capital Advisors, LLC | 422 | $112.9K | 0.02% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 420 | $112.4K | 0.04% | 00.0% | Unchanged |
| Hilltop National Bank | 412 | $110.2K | 0.03% | +412 | New |
| GeoWealth Management, LLC | 380 | $101.7K | 0.00% | +11+3.0% | Added |
| Motco | 387 | $100.7K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 359 | $96.0K | 0.03% | 00.0% | Unchanged |
| First Financial Corp | 351 | $93.9K | 0.04% | 00.0% | Unchanged |
| CKW Financial Group | 344 | $92.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 340 | $91.1K | 0.01% | −5−1.4% | Reduced |
| ORG Wealth Partners, LLC | 340 | $90.8K | 0.02% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 336 | $89.9K | 0.05% | −8−2.3% | Reduced |
| VSM Wealth Advisory, LLC | 335 | $89.5K | 0.03% | +1+0.3% | Added |
| Leonteq Securities AG | 329 | $88.0K | 0.01% | −250−43.2% | Reduced |
| SBI Securities Co., Ltd. | 329 | $88.0K | 0.00% | −29−8.1% | Reduced |
| Bell Investment Advisors, Inc | 321 | $86.0K | 0.01% | +4+1.3% | Added |
| Brown, Lisle/Cummings, Inc. | 321 | $85.8K | 0.02% | +1+0.3% | Added |
| Oliver Lagore Vanvalin Investment Group | 321 | $84.9K | 0.03% | +321 | New |
| Pacifica Partners Inc. | 322 | $84.8K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 310 | $83.0K | 0.01% | +2+0.6% | Added |
| Crewe Advisors LLC | 310 | $82.9K | 0.01% | +45+17.0% | Added |
| IMA Wealth, Inc. | 309 | $82.7K | 0.01% | +1+0.3% | Added |
| Peoples Financial Services Corp. | 309 | $82.7K | 0.04% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 308 | $82.4K | 0.06% | 00.0% | Unchanged |
| Bangor Savings Bank | 301 | $80.5K | 0.01% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 300 | $80.3K | 0.02% | +300 | New |
| Financial Perspectives, Inc | 290 | $77.6K | 0.02% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 295 | $76.8K | 0.06% | 00.0% | Unchanged |
| Coastline Trust Co | 285 | $76.2K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 279 | $74.6K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 278 | $74.4K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 278 | $74.4K | 0.01% | +76+37.6% | Added |
| WPG Advisers, LLC | 268 | $71.7K | 0.06% | +62+30.1% | Added |
| Aventura Private Wealth, LLC | 266 | $71.2K | 0.03% | +260+4,333.3% | Added |
| IMG Wealth Management, Inc. | 261 | $69.8K | 0.05% | +32+14.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 260 | $69.6K | 0.02% | 00.0% | Unchanged |
| Main Street Group, LTD | 254 | $68.0K | 0.02% | −18−6.6% | Reduced |
| Monetary Management Group Inc | 251 | $67.2K | 0.02% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 250 | $66.9K | 0.03% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 247 | $66.1K | 0.01% | 00.0% | Unchanged |
| Kennebec Savings Bank | 244 | $65.3K | 0.06% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 244 | $65.2K | 0.03% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 238 | $63.7K | 0.00% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 234 | $62.6K | 0.04% | +234 | New |
| True Wealth Design, LLC | 232 | $62.2K | 0.02% | +63+37.3% | Added |
| Vestor Capital, LLC | 1,646 | $62.0K | 0.01% | +1,446+723.0% | Added |
| Sit Investment Associates Inc | 226 | $60.0K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 221 | $59.1K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 218 | $58.3K | 0.05% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 217 | $58.0K | 0.00% | +110+102.8% | Added |
| Westside Investment Management, Inc. | 217 | $58.0K | 0.01% | +65+42.8% | Added |
| Opal Wealth Advisors, LLC | 212 | $56.7K | 0.02% | −2−0.9% | Reduced |
| Wolff Wiese Magana LLC | 212 | $56.7K | 0.04% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 207 | $55.4K | 0.00% | −387−65.2% | Reduced |
| MCF Advisors LLC | 206 | $55.1K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 205 | $54.8K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 204 | $54.6K | 0.00% | +142+229.0% | Added |
| Y.D. More Investments Ltd | 207 | $54.5K | 0.00% | −112−35.1% | Reduced |
| Park Square Financial Group, LLC | 202 | $54.0K | 0.04% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 200 | $53.5K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 200 | $53.5K | 0.01% | 00.0% | Unchanged |
| Pandora Wealth, Inc. | 200 | $53.5K | 0.03% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 195 | $52.0K | 0.02% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 191 | $51.1K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 191 | $51.0K | 0.02% | −119−38.4% | Reduced |
| First Command Advisory Services, Inc. | 185 | $49.5K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 183 | $48.8K | 0.04% | +1+0.5% | Added |
| West Branch Capital LLC | 179 | $47.9K | 0.01% | +50+38.8% | Added |
| Country Trust Bank | 175 | $46.8K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 171 | $45.8K | 0.01% | +8+4.9% | Added |
| Toth Financial Advisory Corp | 171 | $45.8K | 0.01% | +86+101.2% | Added |
| First PREMIER Bank | 170 | $45.0K | 0.01% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 165 | $44.1K | 0.02% | 00.0% | Unchanged |
| Park Place Capital Corp | 165 | $44.1K | 0.01% | +41+33.1% | Added |
| Meeder Asset Management Inc | 163 | $43.6K | 0.00% | +19+13.2% | Added |
| FWL Investment Management, LLC | 158 | $42.3K | 0.01% | +8+5.3% | Added |
| Cornerstone Planning Group LLC | 157 | $41.7K | 0.01% | +61+63.5% | Added |
| Arlington Trust Co LLC | 152 | $40.7K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 151 | $40.4K | 0.01% | −13−7.9% | Reduced |
| Glass Jacobson Investment Advisors llc | 150 | $40.1K | 0.02% | −55−26.8% | Reduced |
| Wellington Shields Capital Management, LLC | 150 | $40.1K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 149 | $39.9K | 0.01% | 00.0% | Unchanged |