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
- 1,639
- +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
- 599 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 |
|---|---|---|---|---|---|
| Norinchukin Bank, The | 23,773 | $6.36M | 0.09% | +2,271+10.6% | Added |
| Cullinan Associates Inc | 23,311 | $6.24M | 0.41% | +1,809+8.4% | Added |
| Private Advisor Group, LLC | 23,145 | $6.19M | 0.03% | −381−1.6% | Reduced |
| Umb Bank N A | 23,079 | $6.17M | 0.10% | −2,228−8.8% | Reduced |
| Penobscot Investment Management Company, Inc. | 23,067 | $6.17M | 0.53% | +110.0% | Added |
| Freestone Capital Holdings, LLC | 22,959 | $6.14M | 0.21% | −1,487−6.1% | Reduced |
| Shell Asset Management Co | 22,603 | $6.05M | 0.21% | +7,568+50.3% | Added |
| Verdence Capital Advisors LLC | 22,515 | $6.02M | 0.41% | +1,192+5.6% | Added |
| Meyer Handelman Co | 22,400 | $5.99M | 0.20% | 00.0% | Unchanged |
| Citizens Business Bank | 22,131 | $5.92M | 1.15% | +128+0.6% | Added |
| Commerce Bank | 22,125 | $5.92M | 0.03% | −2,868−11.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 22,050 | $5.90M | 0.13% | −20.0% | Reduced |
| Erste Asset Management GmbH | 22,363 | $5.89M | 0.05% | +12,363+123.6% | Added |
| Gotham Asset Management, LLC | 21,817 | $5.84M | 0.03% | −1,888−8.0% | Reduced |
| Nordea Investment Management AB | 21,793 | $5.76M | 0.01% | +1,543+7.6% | Added |
| Generali Asset Management SPA SGR | 21,128 | $5.65M | 0.13% | +6,722+46.7% | Added |
| HM Payson & Co | 21,068 | $5.64M | 0.09% | −350−1.6% | Reduced |
| Pinnacle Associates Ltd | 20,923 | $5.60M | 0.08% | +198+1.0% | Added |
| J. W. Coons Advisors, LLC | 20,750 | $5.55M | 1.26% | 00.0% | Unchanged |
| CX Institutional | 20,749 | $5.55M | 0.19% | +18,957+1,057.9% | Added |
| Vinva Investment Management Ltd | 20,924 | $5.51M | 0.15% | −1,299−5.8% | Reduced |
| Wealthfront Advisers LLC | 20,480 | $5.48M | 0.01% | +196+1.0% | Added |
| Steward Partners Investment Advisory, LLC | 20,404 | $5.46M | 0.04% | −1,057−4.9% | Reduced |
| Sawyer & Company, Inc | 16,460 | $5.43M | 1.95% | −1,163−6.6% | Reduced |
| R.H. Investment Group, LLC | 20,304 | $5.43M | 4.98% | +20,304 | New |
| Culbertson A N & Co Inc | 20,193 | $5.40M | 0.83% | −430−2.1% | Reduced |
| Candriam Luxembourg S.C.A. | 20,190 | $5.40M | 0.03% | −1,591−7.3% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $5.38M | 1.11% | 00.0% | Unchanged |
| New Vernon Investment Management LLC | 20,043 | $5.36M | 6.24% | +8,308+70.8% | Added |
| Bristlecone Advisors, LLC | 19,843 | $5.31M | 0.45% | −978−4.7% | Reduced |
| tru Independence LLC | 19,832 | $5.31M | 1.53% | −321−1.6% | Reduced |
| Liberty One Investment Management, LLC | 19,820 | $5.30M | 0.54% | −1,438−6.8% | Reduced |
| Point72 Asset Management, L.P. | 19,795 | $5.30M | 0.01% | −257,631−92.9% | Reduced |
| Strategic Planning Group, LLC | 19,700 | $5.27M | 0.86% | +866+4.6% | Added |
| Atria Investments LLC | 19,673 | $5.26M | 0.06% | −182−0.9% | Reduced |
| Oregon Public Employees Retirement Fund | 19,539 | $5.23M | 0.09% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 19,354 | $5.18M | 0.09% | −491−2.5% | Reduced |
| RNC Capital Management LLC | 19,328 | $5.17M | 0.25% | +74+0.4% | Added |
| Foster & Motley Inc | 19,279 | $5.16M | 0.30% | −502−2.5% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 19,255 | $5.15M | 0.72% | −900−4.5% | Reduced |
| SGL Investment Advisors, Inc. | 19,733 | $5.06M | 2.41% | +345+1.8% | Added |
| Lazard Asset Management LLC | 18,911 | $5.06M | 0.01% | −19,822−51.2% | Reduced |
| Beacon Pointe Advisors, LLC | 18,890 | $5.05M | 0.05% | −1,377−6.8% | Reduced |
| Fulcrum Asset Management LLP | 18,620 | $4.98M | 1.42% | +18,620 | New |
| Miracle Mile Advisors, LLC | 18,610 | $4.98M | 0.08% | +1,210+7.0% | Added |
| B&L Asset Management LLC | 18,562 | $4.97M | 2.84% | −992−5.1% | Reduced |
| Northwest Bancshares, Inc. | 18,476 | $4.94M | 0.86% | −478−2.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 18,420 | $4.93M | 0.08% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 18,354 | $4.91M | 0.01% | +52+0.3% | Added |
| Pacer Advisors, Inc. | 18,342 | $4.91M | 0.01% | +6,809+59.0% | Added |
| KCM Investment Advisors LLC | 18,280 | $4.89M | 0.16% | +314+1.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 18,216 | $4.87M | 0.01% | +1,967+12.1% | Added |
| Federation des caisses Desjardins du Quebec | 18,007 | $4.82M | 0.02% | +1,219+7.3% | Added |
| Railway Pension Investments Ltd | 18,000 | $4.82M | 0.07% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 17,978 | $4.81M | 1.31% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 17,969 | $4.81M | 0.05% | +6,104+51.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 17,906 | $4.79M | 0.05% | +381+2.2% | Added |
| Brinker Capital Investments, LLC | 17,888 | $4.79M | 0.04% | −330−1.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 17,796 | $4.76M | 0.04% | +259+1.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 17,787 | $4.76M | 0.02% | +1,851+11.6% | Added |
| Fifth Third Bancorp | 17,666 | $4.73M | 0.02% | +250+1.4% | Added |
| Arjuna Capital | 17,662 | $4.73M | 1.25% | −805−4.4% | Reduced |
| Elevate Capital Advisors, LLC | 17,502 | $4.68M | 3.73% | −1,058−5.7% | Reduced |
| Lee Danner & Bass Inc | 17,433 | $4.66M | 0.36% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 17,404 | $4.66M | 0.03% | −500−2.8% | Reduced |
| NEOS Investment Management LLC | 17,233 | $4.61M | 0.06% | +3,566+26.1% | Added |
| Argent Trust Co | 17,107 | $4.58M | 0.17% | +561+3.4% | Added |
| Prudential PLC | 17,062 | $4.56M | 0.03% | +3,193+23.0% | Added |
| HB Wealth Management, LLC | 16,927 | $4.53M | 0.04% | −681−3.9% | Reduced |
| Cresset Asset Management, LLC | 16,665 | $4.46M | 0.02% | −2,638−13.7% | Reduced |
| Avanza Fonder AB | 16,552 | $4.43M | 0.13% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 16,365 | $4.38M | 0.31% | −116−0.7% | Reduced |
| Applied Capital LLC | 16,096 | $4.31M | 3.21% | −30.0% | Reduced |
| Omers Administration Corp | 15,984 | $4.28M | 0.03% | 00.0% | Unchanged |
| Ossiam | 15,951 | $4.27M | 0.05% | +8,707+120.2% | Added |
| Leuthold Group, LLC | 15,907 | $4.26M | 0.51% | −215−1.3% | Reduced |
| GLOBALT Investments LLC | 15,892 | $4.25M | 0.16% | −825−4.9% | Reduced |
| Empire Financial Management Company, LLC | 15,886 | $4.25M | 1.23% | +295+1.9% | Added |
| Brevan Howard Capital Management LP | 15,818 | $4.23M | 0.05% | −5,787−26.8% | Reduced |
| Merit Financial Group, LLC | 15,688 | $4.20M | 0.05% | +3,132+24.9% | Added |
| First Pacific Financial | 15,668 | $4.19M | 0.62% | +15,623+34,717.8% | Added |
| Mizuho Securities USA LLC | 15,664 | $4.19M | 0.09% | +15,664 | New |
| Prospera Financial Services Inc | 15,631 | $4.18M | 0.08% | −742−4.5% | Reduced |
| Asset Dedication, LLC | 15,632 | $4.18M | 0.30% | +162+1.0% | Added |
| ING Groep NV | 15,595 | $4.17M | 0.03% | +787+5.3% | Added |
| Gillson Capital LP | 15,504 | $4.15M | 0.32% | −88,085−85.0% | Reduced |
| Unison Advisors LLC | 15,441 | $4.13M | 0.46% | +68+0.4% | Added |
| Slow Capital, Inc. | 15,379 | $4.11M | 0.50% | −204−1.3% | Reduced |
| Principle Wealth Partners LLC | 15,377 | $4.11M | 0.26% | −620−3.9% | Reduced |
| RSM US Wealth Management LLC | 15,057 | $4.03M | 0.06% | +142+1.0% | Added |
| Nearwater Capital Markets, Ltd | 15,000 | $4.01M | 0.06% | −50,000−76.9% | Reduced |
| Park Avenue Securities LLC | 14,949 | $4.00M | 0.04% | +2,450+19.6% | Added |
| Siemens Fonds Invest GmbH | 14,927 | $3.99M | 0.23% | +611+4.3% | Added |
| Peapack Gladstone Financial Corp | 14,876 | $3.98M | 0.06% | −9,466−38.9% | Reduced |
| Osborne Partners Capital Management, LLC | 14,857 | $3.97M | 0.21% | −821−5.2% | Reduced |
| BKD Wealth Advisors, LLC | 14,775 | $3.95M | 0.09% | −304−2.0% | Reduced |
| 1st Source Bank | 14,567 | $3.90M | 0.21% | −156−1.1% | Reduced |
| Lincoln Capital LLC | 14,532 | $3.89M | 0.75% | −89−0.6% | Reduced |
| Kentucky Retirement Systems | 14,489 | $3.88M | 0.11% | −949−6.1% | Reduced |
| Patton Albertson Miller Group, LLC | 14,448 | $3.87M | 0.51% | −6,707−31.7% | Reduced |