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 |
|---|---|---|---|---|---|
| MAI Capital Management | 14,313 | $3.83M | 0.03% | +704+5.2% | Added |
| Baker Avenue Asset Management, LP | 14,230 | $3.81M | 0.11% | +48+0.3% | Added |
| Atria Wealth Solutions, Inc. | 14,116 | $3.77M | 0.09% | −672−4.5% | Reduced |
| Wakefield Asset Management LLLP | 14,099 | $3.77M | 1.05% | +14,099 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 14,038 | $3.76M | 0.01% | −45,665−76.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 13,966 | $3.74M | 0.03% | +2,548+22.3% | Added |
| IFP Advisors, Inc | 13,891 | $3.72M | 0.11% | +219+1.6% | Added |
| Financial Advisory Service, Inc. | 13,860 | $3.71M | 0.27% | +921+7.1% | Added |
| Kingsview Wealth Management, LLC | 13,830 | $3.70M | 0.06% | +23+0.2% | Added |
| Hartford Investment Management Co | 13,713 | $3.67M | 0.12% | −202−1.5% | Reduced |
| Advisory Services Network, LLC | 14,038 | $3.65M | 0.06% | +1,100+8.5% | Added |
| Assetmark, Inc | 13,637 | $3.65M | 0.01% | +10,912+400.4% | Added |
| Carnegie Capital Asset Management, LLC | 13,580 | $3.63M | 0.07% | −25−0.2% | Reduced |
| Sequoia Financial Advisors, LLC | 13,546 | $3.62M | 0.02% | +1,369+11.2% | Added |
| Jupiter Asset Management Ltd | 13,544 | $3.62M | 0.03% | 00.0% | Unchanged |
| Romano Brothers and Company | 13,535 | $3.62M | 0.45% | −1,990−12.8% | Reduced |
| New Age Alpha Advisors, LLC | 13,514 | $3.62M | 0.16% | −2,202−14.0% | Reduced |
| Diversified Trust Co | 13,264 | $3.55M | 0.08% | +139+1.1% | Added |
| Icon Wealth Advisors, LLC | 13,243 | $3.54M | 0.25% | −118−0.9% | Reduced |
| Savant Capital, LLC | 13,226 | $3.54M | 0.03% | +1,454+12.4% | Added |
| Rossmore Private Capital | 13,192 | $3.53M | 0.41% | −61−0.5% | Reduced |
| Tower Bridge Advisors | 13,163 | $3.52M | 0.38% | +1,950+17.4% | Added |
| William B. Walkup & Associates, Inc. | 13,139 | $3.52M | 2.07% | +13,139 | New |
| Lombard Odier Asset Management (Switzerland) SA | 12,983 | $3.47M | 0.18% | +1,032+8.6% | Added |
| Hancock Whitney Corp | 12,931 | $3.46M | 0.07% | −357−2.7% | Reduced |
| Sterling Capital Management LLC | 12,789 | $3.42M | 0.05% | +11,706+1,080.9% | Added |
| Ballentine Partners, LLC | 12,626 | $3.38M | 0.05% | −179−1.4% | Reduced |
| NewEdge Wealth, LLC | 12,651 | $3.36M | 0.05% | +1,053+9.1% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 12,483 | $3.34M | 0.01% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 12,409 | $3.32M | 0.12% | −1,170−8.6% | Reduced |
| Lido Advisors, LLC | 12,332 | $3.30M | 0.02% | +4,285+53.2% | Added |
| D.A. Davidson & Co. | 12,103 | $3.24M | 0.02% | −30.0% | Reduced |
| Delta Financial Advisors LLC | 12,008 | $3.21M | 1.13% | −206−1.7% | Reduced |
| Louisiana State Employees Retirement System | 12,000 | $3.21M | 0.06% | −200−1.6% | Reduced |
| Securian Asset Management, Inc | 11,844 | $3.17M | 0.09% | −139−1.2% | Reduced |
| Acropolis Investment Management, LLC | 11,691 | $3.13M | 0.17% | −20−0.2% | Reduced |
| Trexquant Investment LP | 11,684 | $3.13M | 0.04% | +11,684 | New |
| Compass Wealth Management LLC | 11,649 | $3.12M | 0.74% | −143−1.2% | Reduced |
| Gulf International Bank (UK) Ltd | 11,490 | $3.07M | 0.11% | −1,631−12.4% | Reduced |
| Kinneret Advisory, LLC | 11,439 | $3.06M | 0.28% | −17−0.1% | Reduced |
| Burney Co | 11,414 | $3.05M | 0.10% | +125+1.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 11,383 | $3.05M | 0.12% | −668−5.5% | Reduced |
| Banque Cantonale Vaudoise | 11,191 | $3.00M | 0.12% | +2,704+31.9% | Added |
| Pinnacle Financial Partners Inc | 11,142 | $2.98M | 0.06% | +94+0.9% | Added |
| J.W. Cole Advisors, Inc. | 11,139 | $2.98M | 0.06% | +5,405+94.3% | Added |
| Metis Global Partners, LLC | 11,085 | $2.97M | 0.08% | −699−5.9% | Reduced |
| Maryland State Retirement & Pension System | 10,988 | $2.94M | 0.06% | +306+2.9% | Added |
| Agf Management Ltd | 10,986 | $2.94M | 0.01% | +288+2.7% | Added |
| Bessemer Group Inc | 10,951 | $2.93M | 0.00% | +238+2.2% | Added |
| Peddock Capital Advisors, LLC | 10,878 | $2.91M | 0.67% | +23+0.2% | Added |
| Thrivent Financial for Lutherans | 10,791 | $2.89M | 0.01% | +1,484+15.9% | Added |
| Garner Asset Management Corp | 10,768 | $2.88M | 1.33% | −1,831−14.5% | Reduced |
| Bryn Mawr Trust Co | 10,744 | $2.87M | 0.05% | −922−7.9% | Reduced |
| Atlantic Union Bankshares Corp | 10,649 | $2.85M | 0.07% | +1,628+18.0% | Added |
| GSB Wealth Management, LLC | 10,636 | $2.85M | 0.70% | −92−0.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 10,601 | $2.84M | 0.07% | +4,247+66.8% | Added |
| Stephens Inc | 10,585 | $2.83M | 0.04% | −506−4.6% | Reduced |
| New Mexico Educational Retirement Board | 10,578 | $2.83M | 0.09% | 00.0% | Unchanged |
| Granite Investment Partners, LLC | 10,490 | $2.81M | 0.14% | −548−5.0% | Reduced |
| Levin Capital Strategies, L.P. | 10,433 | $2.79M | 0.27% | +1,000+10.6% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 10,431 | $2.79M | 0.87% | −117−1.1% | Reduced |
| CoreCap Advisors, LLC | 10,419 | $2.79M | 0.11% | +346+3.4% | Added |
| Eagle Rock Investment Company, LLC | 10,376 | $2.78M | 0.44% | −49−0.5% | Reduced |
| Exeter Financial, LLC | 10,343 | $2.77M | 1.23% | −399−3.7% | Reduced |
| Natural Investments, LLC | 10,346 | $2.77M | 0.72% | −1,071−9.4% | Reduced |
| White Pine Capital LLC | 10,294 | $2.75M | 0.87% | −30−0.3% | Reduced |
| Founders Financial Securities LLC | 10,177 | $2.72M | 0.21% | −69−0.7% | Reduced |
| Evercore Wealth Management, LLC | 10,164 | $2.72M | 0.04% | −750−6.9% | Reduced |
| Savoie Capital LLC | 10,000 | $2.68M | 0.33% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 10,002 | $2.67M | 0.00% | −2,777−21.7% | Reduced |
| Greenleaf Trust | 9,968 | $2.67M | 0.02% | −711−6.7% | Reduced |
| E. Ohman J:or Asset Management AB | 9,892 | $2.65M | 0.07% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 9,854 | $2.64M | 0.04% | +9,854 | New |
| Montag A & Associates Inc | 9,833 | $2.63M | 0.13% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 9,772 | $2.61M | 0.10% | −367−3.6% | Reduced |
| Wesleyan Assurance Society | 9,740 | $2.60M | 0.17% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 9,712 | $2.60M | 0.07% | +1,617+20.0% | Added |
| Nilsine Partners, LLC | 9,696 | $2.59M | 0.26% | −105−1.1% | Reduced |
| Vestcor Inc | 9,669 | $2.59M | 0.08% | +1,719+21.6% | Added |
| DSG Capital Advisors, LLC | 9,655 | $2.58M | 0.46% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 9,653 | $2.58M | 0.03% | +815+9.2% | Added |
| Patton Fund Management, Inc. | 9,642 | $2.58M | 0.57% | −7,273−43.0% | Reduced |
| Natixis | 9,588 | $2.57M | 0.01% | −55,966−85.4% | Reduced |
| Parsons Capital Management Inc | 9,586 | $2.56M | 0.16% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 9,585 | $2.56M | 0.12% | +494+5.4% | Added |
| Dark Forest Capital Management LP | 9,536 | $2.55M | 0.10% | −1,381−12.6% | Reduced |
| Canandaigua National Bank & Trust Co | 9,497 | $2.54M | 0.24% | +730+8.3% | Added |
| Vestmark Advisory Solutions, Inc. | 9,487 | $2.54M | 0.04% | −8,915−48.4% | Reduced |
| Twin Capital Management Inc | 9,471 | $2.53M | 0.27% | −7−0.1% | Reduced |
| Wetherby Asset Management Inc | 9,466 | $2.53M | 0.11% | +9,466 | New |
| Everence Capital Management Inc | 9,403 | $2.52M | 0.16% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 9,312 | $2.49M | 1.45% | +434+4.9% | Added |
| Choate Investment Advisors | 9,241 | $2.47M | 0.05% | +1,330+16.8% | Added |
| GAMMA Investing LLC | 9,213 | $2.46M | 0.16% | +881+10.6% | Added |
| Cornerstone Advisors, LLC | 9,200 | $2.46M | 0.08% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 9,157 | $2.45M | 0.02% | +56+0.6% | Added |
| Argent Advisors, Inc. | 9,151 | $2.45M | 0.76% | +376+4.3% | Added |
| Walleye Capital LLC | 9,082 | $2.43M | 0.02% | +3,081+51.3% | Added |
| Pinnacle Holdings, LLC | 9,079 | $2.43M | 0.88% | +767+9.2% | Added |
| Integrated Wealth Concepts LLC | 9,002 | $2.41M | 0.02% | +1,895+26.7% | Added |