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 |
|---|---|---|---|---|---|
| Crossmark Global Holdings, Inc. | 8,992 | $2.41M | 0.04% | −1,740−16.2% | Reduced |
| Arrow Financial Corp | 8,858 | $2.37M | 0.25% | −259−2.8% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 8,766 | $2.35M | 0.12% | +181+2.1% | Added |
| First National Advisers, LLC | 8,751 | $2.34M | 0.34% | +90+1.0% | Added |
| Atlantic Edge Private Wealth Management, LLC | 8,724 | $2.33M | 0.64% | −125−1.4% | Reduced |
| Accredited Investors Inc. | 8,662 | $2.32M | 0.14% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 8,629 | $2.31M | 0.00% | +141+1.7% | Added |
| Jacobi Capital Management LLC | 8,603 | $2.30M | 0.15% | +203+2.4% | Added |
| Webster Bank, N. A. | 8,544 | $2.29M | 0.24% | −375−4.2% | Reduced |
| BancorpSouth Bank | 8,541 | $2.29M | 0.15% | +8,541 | New |
| Allworth Financial LP | 8,462 | $2.26M | 0.01% | +2,101+33.0% | Added |
| Tectonic Advisors LLC | 8,376 | $2.24M | 0.13% | −455−5.2% | Reduced |
| Oppenheimer & Co Inc | 8,356 | $2.24M | 0.03% | −438−5.0% | Reduced |
| Weaver Capital Management LLC | 8,337 | $2.23M | 0.55% | −329−3.8% | Reduced |
| Oak Thistle LLC | 8,324 | $2.23M | 0.33% | +5,945+249.9% | Added |
| Stonegate Investment Group, LLC | 8,306 | $2.22M | 0.06% | −242−2.8% | Reduced |
| Cim, LLC | 8,208 | $2.20M | 0.30% | +77+0.9% | Added |
| Empirical Finance, LLC | 8,175 | $2.19M | 0.11% | +55+0.7% | Added |
| First National Trust Co | 8,114 | $2.17M | 0.08% | −417−4.9% | Reduced |
| AssuredPartners Investment Advisors, LLC | 8,093 | $2.17M | 0.53% | +8,093 | New |
| Focus Financial Network, Inc. | 8,081 | $2.16M | 0.09% | +97+1.2% | Added |
| Bank & Trust Co | 8,062 | $2.16M | 1.71% | −43−0.5% | Reduced |
| Sigma Planning Corp | 8,004 | $2.14M | 0.06% | −1,589−16.6% | Reduced |
| Capital Wealth Planning, LLC | 8,000 | $2.14M | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 7,974 | $2.13M | 0.04% | +64+0.8% | Added |
| Genus Capital Management Inc. | 7,972 | $2.13M | 0.27% | +7,972 | New |
| FRG Family Wealth Advisors LLC | 7,900 | $2.11M | 0.37% | 00.0% | Unchanged |
| Atom Investors LP | 7,754 | $2.07M | 0.18% | +7,754 | New |
| Snowden Capital Advisors LLC | 7,750 | $2.07M | 0.06% | −173−2.2% | Reduced |
| Cary Street Partners Financial LLC | 7,720 | $2.07M | 0.06% | +36+0.5% | Added |
| EP Wealth Advisors, LLC | 7,718 | $2.06M | 0.01% | +5+0.1% | Added |
| Ostrum Asset Management | 7,698 | $2.06M | 0.10% | −1,860−19.5% | Reduced |
| Summit Global Investments | 7,663 | $2.05M | 0.12% | −5,493−41.8% | Reduced |
| Naples Global Advisors, LLC | 7,657 | $2.05M | 0.18% | −125−1.6% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 7,621 | $2.04M | 0.38% | +4+0.1% | Added |
| Smith, Salley & Associates | 7,575 | $2.03M | 0.12% | +254+3.5% | Added |
| Fayez Sarofim & Co | 7,573 | $2.03M | 0.00% | −115−1.5% | Reduced |
| Avalon Trust Co | 7,541 | $2.02M | 0.15% | +1,429+23.4% | Added |
| Benin Management CORP | 7,505 | $2.01M | 0.52% | −33−0.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 7,472 | $2.00M | 0.10% | −2,420−24.5% | Reduced |
| Venture Visionary Partners LLC | 7,392 | $1.98M | 0.07% | +5+0.1% | Added |
| Resources Investment Advisors, LLC. | 7,387 | $1.98M | 0.02% | −1,251−14.5% | Reduced |
| Quadcap Wealth Management, LLC | 7,379 | $1.97M | 0.25% | +1,676+29.4% | Added |
| Essex Financial Services, Inc. | 7,378 | $1.97M | 0.13% | +209+2.9% | Added |
| Toroso Investments, LLC | 7,332 | $1.96M | 0.01% | −2,800−27.6% | Reduced |
| Dakota Wealth Management | 7,292 | $1.95M | 0.04% | −645−8.1% | Reduced |
| We Are One Seven, LLC | 7,292 | $1.95M | 0.06% | +139+1.9% | Added |
| Johnson Financial Group, Inc. | 7,247 | $1.94M | 0.09% | +436+6.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,228 | $1.93M | 0.03% | +16+0.2% | Added |
| Concord Wealth Partners | 7,219 | $1.93M | 0.28% | +107+1.5% | Added |
| Concord Asset Management, LLC | 7,219 | $1.93M | 0.29% | +504+7.5% | Added |
| Carmel Capital Partners, LLC | 7,192 | $1.92M | 0.67% | +7,192 | New |
| Clearstead Advisors, LLC | 7,151 | $1.91M | 0.03% | +263+3.8% | Added |
| WBH Advisory Inc | 7,117 | $1.90M | 0.16% | −300−4.0% | Reduced |
| South Dakota Investment Council | 7,030 | $1.88M | 0.04% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 7,017 | $1.88M | 0.08% | +7,017 | New |
| Gifford Fong Associates | 7,000 | $1.87M | 0.43% | 00.0% | Unchanged |
| JT Stratford LLC | 6,989 | $1.87M | 0.28% | +1,243+21.6% | Added |
| Kestra Investment Management, LLC | 7,042 | $1.87M | 0.03% | +2,194+45.3% | Added |
| Aptus Capital Advisors, LLC | 6,985 | $1.87M | 0.02% | +1,066+18.0% | Added |
| David Loasby | 7,214 | $1.86M | 0.16% | −191−2.6% | Reduced |
| Ascent Group, LLC | 6,959 | $1.86M | 0.07% | +410+6.3% | Added |
| Assenagon Asset Management S.A. | 6,947 | $1.86M | 0.00% | −485,643−98.6% | Reduced |
| Eagle Capital Management LLC | 6,900 | $1.85M | 0.01% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 6,890 | $1.84M | 0.29% | +6,740+4,493.3% | Added |
| Nicholas Hoffman & Company, LLC. | 6,868 | $1.84M | 0.05% | −27−0.4% | Reduced |
| Parallel Advisors, LLC | 6,866 | $1.84M | 0.04% | +221+3.3% | Added |
| J. Safra Sarasin Holding AG | 6,814 | $1.82M | 0.03% | +6,814 | New |
| Beacon Financial Group | 6,798 | $1.82M | 0.19% | +14+0.2% | Added |
| Tokio Marine Asset Management Co Ltd | 6,775 | $1.81M | 0.07% | +287+4.4% | Added |
| Bokf, NA | 6,761 | $1.81M | 0.03% | −325−4.6% | Reduced |
| Jones Financial Companies LLLP | 6,863 | $1.81M | 0.00% | +1,401+25.6% | Added |
| Signaturefd, LLC | 6,701 | $1.79M | 0.03% | +101+1.5% | Added |
| Bayview Asset Management, LLC | 6,700 | $1.79M | 1.80% | +6,700 | New |
| Northern Financial Advisors Inc | 6,699 | $1.79M | 1.35% | +123+1.9% | Added |
| Spire Wealth Management | 6,776 | $1.79M | 0.06% | +4,320+175.9% | Added |
| HighPoint Advisor Group LLC | 6,684 | $1.79M | 0.10% | +144+2.2% | Added |
| BSW Wealth Partners | 6,649 | $1.78M | 0.24% | +166+2.6% | Added |
| Muhlenkamp & Co Inc | 6,648 | $1.78M | 0.55% | 00.0% | Unchanged |
| Ballast, Inc. | 6,634 | $1.77M | 0.46% | −173−2.5% | Reduced |
| Benjamin Edwards Inc | 6,606 | $1.77M | 0.02% | +209+3.3% | Added |
| Tevis Investment Management | 6,595 | $1.76M | 1.13% | −80−1.2% | Reduced |
| Profund Advisors LLC | 6,584 | $1.76M | 0.06% | −762−10.4% | Reduced |
| Agate Pass Investment Management, LLC | 6,575 | $1.76M | 0.72% | 00.0% | Unchanged |
| DAGCO, Inc. | 6,549 | $1.75M | 0.49% | +6,549 | New |
| Paragon Capital Management Inc | 6,549 | $1.75M | 1.34% | −138−2.1% | Reduced |
| Resources Management Corp | 6,546 | $1.75M | 0.24% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 6,533 | $1.75M | 0.04% | +6,533 | New |
| Quadrant Capital Group LLC | 6,478 | $1.73M | 0.06% | +1,523+30.7% | Added |
| IHT Wealth Management, LLC | 6,477 | $1.73M | 0.05% | −76−1.2% | Reduced |
| Academy Capital Management Inc | 6,417 | $1.72M | 0.25% | 00.0% | Unchanged |
| Ames National Corp | 6,407 | $1.71M | 1.11% | −210−3.2% | Reduced |
| Vident Advisory, LLC | 6,395 | $1.71M | 0.02% | +4,034+170.9% | Added |
| Moody National Bank Trust Division | 6,353 | $1.70M | 0.16% | −162−2.5% | Reduced |
| LRI Investments, LLC | 6,212 | $1.66M | 0.14% | −42−0.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,191 | $1.66M | 0.04% | −389−5.9% | Reduced |
| MB, Levis & Associates, LLC | 6,150 | $1.65M | 0.72% | +136+2.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 6,149 | $1.65M | 0.11% | −426−6.5% | Reduced |
| PYA Waltman Capital, LLC | 6,136 | $1.64M | 0.47% | +571+10.3% | Added |
| Claro Advisors LLC | 6,109 | $1.63M | 0.27% | −225−3.6% | Reduced |