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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.

Institutional holdersQ2 2025: 1,638 institutions
Q1 2021: 1,172 institutionsQ2 2021: 1,138 institutionsQ3 2021: 1,137 institutionsQ4 2021: 1,229 institutionsQ1 2022: 1,277 institutionsQ2 2022: 1,222 institutionsQ3 2022: 1,204 institutionsQ4 2022: 1,303 institutionsQ1 2023: 1,269 institutionsQ2 2023: 1,287 institutionsQ3 2023: 1,259 institutionsQ4 2023: 1,333 institutionsQ1 2024: 1,451 institutionsQ2 2024: 1,414 institutionsQ3 2024: 1,470 institutionsQ4 2024: 1,589 institutionsQ1 2025: 1,644 institutionsQ2 2025: 1,638 institutionsQ3 2025: 1,680 institutionsQ4 2025: 1,779 institutionsQ1 2026: 1,804 institutionsQ2 2026: 1,868 institutions
Value heldQ2 2025: $50.7B
Q1 2021: $31.5BQ2 2021: $31.0BQ3 2021: $31.1BQ4 2021: $31.3BQ1 2022: $36.0BQ2 2022: $33.1BQ3 2022: $29.7BQ4 2022: $36.0BQ1 2023: $32.3BQ2 2023: $32.5BQ3 2023: $30.5BQ4 2023: $36.0BQ1 2024: $43.6BQ2 2024: $38.8BQ3 2024: $44.0BQ4 2024: $45.6BQ1 2025: $49.8BQ2 2025: $50.7BQ3 2025: $51.9BQ4 2025: $53.8BQ1 2026: $52.1BQ2 2026: $61.0B
Institutions holding TRV and their total value by quarter
QuarterHoldersValue
Q2 20261,868$61.0B
Q1 20261,804$52.1B
Q4 20251,779$53.8B
Q3 20251,680$51.9B
Q2 20251,638$50.7B
Q1 20251,644$49.8B
Q4 20241,589$45.6B
Q3 20241,470$44.0B
Q2 20241,414$38.8B
Q1 20241,451$43.6B
Q4 20231,333$36.0B
Q3 20231,259$30.5B
Q2 20231,287$32.5B
Q1 20231,269$32.3B
Q4 20221,303$36.0B
Q3 20221,204$29.7B
Q2 20221,222$33.1B
Q1 20221,277$36.0B
Q4 20211,229$31.3B
Q3 20211,137$31.1B
Q2 20211,138$31.0B
Q1 20211,172$31.5B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Travelers Companies, Inc.; share changes are against Q1 2025.

Institutions holding TRV in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
American Capital Advisory, LLC148$39.6K0.02%+4+2.8%Added
Trust Co144$38.5K0.00%00.0%Unchanged
North Star Investment Management Corp.143$38.2K0.00%00.0%Unchanged
Fortitude Family Office, LLC141$37.7K0.01%−4−2.8%Reduced
BOK Financial Private Wealth, Inc.139$37.2K0.00%00.0%Unchanged
Millstone Evans Group, LLC137$36.7K0.02%+30+28.0%Added
Rise Advisors, LLC136$36.3K0.01%+1+0.7%Added
GW&K Investment Management, LLC129$35.0K0.00%+6+4.9%Added
Harbor Asset Planning, Inc.130$34.8K0.03%+130New
NewSquare Capital LLC129$34.5K0.00%+49+61.3%Added
Hughes Financial Services, LLC123$32.9K0.01%−2−1.6%Reduced
Beacon Capital Management, LLC123$32.8K0.00%+1+0.8%Added
Nalls Sherbakoff Group, LLC120$32.1K0.02%00.0%Unchanged
Golden State Wealth Management, LLC119$31.8K0.00%+88+283.9%Added
Cedar Mountain Advisors, LLC116$31.0K0.01%00.0%Unchanged
Riggs Asset Managment Co. Inc.115$30.8K0.01%00.0%Unchanged
Colonial Trust Advisors113$30.2K0.00%−97−46.2%Reduced
YANKCOM Partnership113$30.2K0.01%00.0%Unchanged
Twin Peaks Wealth Advisors, LLC113$29.7K0.01%+113New
Clear Investment Research, LLC111$29.7K0.04%00.0%Unchanged
New England Capital Financial Advisors LLC110$29.4K0.01%00.0%Unchanged
Luken Investment Analytics, LLC106$28.4K0.01%00.0%Unchanged
Quaker Wealth Management, LLC104$27.8K0.01%+104New
Whipplewood Advisors, LLC101$27.0K0.01%+37+57.8%Added
Lavaca Capital LLC100$26.8K0.01%00.0%Unchanged
Global Trust Asset Management, LLC100$26.8K0.01%00.0%Unchanged
ESL Trust Services, LLC100$26.8K0.01%00.0%Unchanged
Pineridge Advisors LLC100$26.8K0.01%00.0%Unchanged
Greykasell Wealth Strategies, Inc.100$26.8K0.01%00.0%Unchanged
Birchbrook, Inc.100$26.8K0.01%00.0%Unchanged
Missouri Trust & Investment Co100$26.8K0.01%+55+122.2%Added
Delos Wealth Advisors, LLC100$26.8K0.02%+100New
Osterweis Capital Management Inc96$25.7K0.00%+91+1,820.0%Added
Red Tortoise LLC91$24.2K0.01%00.0%Unchanged
Abound Wealth Management90$24.1K0.01%00.0%Unchanged
FSA Wealth Management LLC90$24.0K0.01%00.0%Unchanged
Mascoma Wealth Management LLC86$23.0K0.01%00.0%Unchanged
Kiker Wealth Management, LLC86$23.0K0.01%00.0%Unchanged
Creative Financial Designs Inc84$22.5K0.00%−11−11.6%Reduced
Financial Management Professionals, Inc.82$21.9K0.00%+6+7.9%Added
Semmax Financial Advisors Inc.82$21.8K0.01%00.0%Unchanged
Solstein Capital, LLC81$21.7K0.01%+81New
Crowley Wealth Management, Inc.77$20.6K0.02%00.0%Unchanged
TruNorth Capital Management, LLC76$20.3K0.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.75$20.1K0.01%00.0%Unchanged
Sachetta, LLC75$20.1K0.01%+11+17.2%Added
Salomon & Ludwin, LLC76$19.6K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.72$19.4K0.00%00.0%Unchanged
Insight Financial Services69$18.5K0.01%00.0%Unchanged
Scarborough Advisors, LLC66$17.7K0.00%+66New
WealthCollab, LLC65$17.4K0.01%00.0%Unchanged
Wealth Preservation Advisors, LLC65$17.4K0.01%00.0%Unchanged
Comprehensive Financial Planning, Inc.64$17.0K0.01%+1+1.6%Added
Highline Wealth Partners LLC61$16.3K0.00%+10+19.6%Added
Activest Wealth Management61$16.3K0.00%00.0%Unchanged
Putney Financial Group LLC60$16.1K0.02%−50−45.5%Reduced
Iron Horse Wealth Management, LLC58$15.5K0.00%00.0%Unchanged
Ameriflex Group, Inc.59$15.5K0.01%−47−44.3%Reduced
CarsonAllaria Wealth Management, Ltd.56$15.0K0.01%00.0%Unchanged
Centricity Wealth Management, LLC56$15.0K0.01%00.0%Unchanged
Raffa Wealth Management, LLC55$14.7K0.00%00.0%Unchanged
Morse Asset Management, Inc53$14.2K0.00%00.0%Unchanged
Atlantic Trust, LLC53$14.2K0.00%+46+657.1%Added
Costello Asset Management, INC53$14.1K0.01%00.0%Unchanged
RMG Wealth Management LLC52$13.8K0.00%+52New
Innovative Advisory Group, LLC52$13.8K0.01%+1+2.0%Added
Rosenberg Matthew Hamilton50$13.4K0.00%00.0%Unchanged
Howard Hughes Medical Institute49$13.1K0.01%+49New
Avion Wealth50$13.0K0.00%+24+92.3%Added
Albion Financial Group46$12.3K0.00%00.0%Unchanged
Cranbrook Wealth Management, LLC46$12.3K0.00%00.0%Unchanged
N.E.W. Advisory Services LLC46$12.3K0.00%00.0%Unchanged
MPWM Advisory Solutions, LLC46$12.3K0.01%00.0%Unchanged
Rialto Wealth Management, LLC46$12.3K0.00%+14+43.8%Added
Center for Financial Planning, Inc.45$12.0K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc44$11.8K0.00%00.0%Unchanged
Proathlete Wealth Management LLC43$11.5K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC42$11.2K0.00%+36+600.0%Added
Legend Financial Advisors, Inc.41$11.0K0.01%+41New
Barnes Dennig Private Wealth Management LLC41$11.0K0.01%+41New
DiNuzzo Private Wealth, Inc.40$10.7K0.00%00.0%Unchanged
Chung Wu Investment Group, LLC40$10.7K0.01%+40New
Rogco, LP39$10.4K0.00%−99−71.7%Reduced
Capital Analysts, LLC36$10.0K0.00%−86−70.5%Reduced
Hopwood Financial Services, Inc.35$9.36K0.01%00.0%Unchanged
Your Advocates Ltd., LLP35$9.36K0.00%00.0%Unchanged
TD Capital Management LLC31$8.17K0.00%00.0%Unchanged
JDM Financial Group LLC30$8.03K0.00%00.0%Unchanged
Dunhill Financial, LLC29$7.76K0.00%00.0%Unchanged
Accordant Advisory Group Inc28$7.49K0.01%00.0%Unchanged
Winnow Wealth LLC28$7.49K0.01%+20+250.0%Added
Kentucky Trust Co28$7.49K0.00%00.0%Unchanged
Anfield Capital Management, LLC26$6.96K0.00%+7+36.8%Added
GFG Capital, LLC26$6.96K0.00%+26New
Boreal Capital Management LLC25$6.69K0.01%+25New
Sierra Ocean, LLC24$6.44K0.00%00.0%Unchanged
Accredited Wealth Management, LLC19$5.08K0.00%+19New
Dogwood Wealth Management LLC19$4.87K0.00%+4+26.7%Added
Global Wealth Strategies & Associates18$4.84K0.00%00.0%Unchanged
WealthTrak Capital Management LLC17$4.55K0.00%+4+30.8%Added