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 |
|---|---|---|---|---|---|
| Vaughan David Investments LLC | 6,109 | $1.63M | 0.04% | −25−0.4% | Reduced |
| Squarepoint Ops LLC | 6,092 | $1.63M | 0.00% | −47,438−88.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 6,083 | $1.63M | 0.06% | −176−2.8% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 6,080 | $1.63M | 0.00% | +6,080 | New |
| Colony Group, LLC | 6,069 | $1.62M | 0.00% | −11,767−66.0% | Reduced |
| Fiduciary Trust Co | 6,045 | $1.62M | 0.02% | +144+2.4% | Added |
| Courier Capital LLC | 6,018 | $1.61M | 0.10% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 6,000 | $1.61M | 0.04% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 5,979 | $1.60M | 0.12% | +368+6.6% | Added |
| NJ State Employees Deferred Compensation Plan | 5,943 | $1.59M | 0.19% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 5,927 | $1.59M | 0.03% | +622+11.7% | Added |
| Pensionfund Sabic | 5,900 | $1.58M | 0.45% | −100−1.7% | Reduced |
| Meeder Advisory Services, Inc. | 5,883 | $1.57M | 0.08% | +260+4.6% | Added |
| Cinctive Capital Management LP | 5,883 | $1.57M | 0.09% | +5,883 | New |
| Kestra Private Wealth Services, LLC | 5,853 | $1.57M | 0.02% | −3,207−35.4% | Reduced |
| SlateStone Wealth, LLC | 5,801 | $1.55M | 0.15% | +259+4.7% | Added |
| Cornercap Investment Counsel Inc | 5,683 | $1.52M | 0.79% | −1,239−17.9% | Reduced |
| Wealth Alliance | 5,682 | $1.52M | 0.17% | +17+0.3% | Added |
| Trust Co of Vermont | 5,642 | $1.51M | 0.07% | −43−0.8% | Reduced |
| V-Square Quantitative Management LLC | 5,589 | $1.50M | 0.20% | −49−0.9% | Reduced |
| SummitTX Capital, L.P. | 5,584 | $1.49M | 0.07% | −1,046−15.8% | Reduced |
| HighMark Wealth Management LLC | 5,572 | $1.49M | 0.73% | +10.0% | Added |
| Pallas Capital Advisors LLC | 5,566 | $1.49M | 0.06% | +531+10.5% | Added |
| Geneos Wealth Management Inc. | 5,537 | $1.48M | 0.04% | +2,356+74.1% | Added |
| Old National Bancorp | 5,536 | $1.48M | 0.03% | +1,058+23.6% | Added |
| Net Worth Advisory Group | 5,512 | $1.47M | 0.33% | +218+4.1% | Added |
| Arvest Investments, Inc. | 5,487 | $1.47M | 0.22% | −18−0.3% | Reduced |
| Elmwood Wealth Management, Inc. | 5,463 | $1.46M | 0.58% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 5,461 | $1.46M | 0.16% | −24−0.4% | Reduced |
| Belpointe Asset Management LLC | 5,430 | $1.45M | 0.06% | −1,402−20.5% | Reduced |
| Lowe Brockenbrough & Co Inc | 5,411 | $1.45M | 0.08% | −112−2.0% | Reduced |
| Douglass Winthrop Advisors, LLC | 5,377 | $1.44M | 0.03% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 5,357 | $1.43M | 0.10% | −334−5.9% | Reduced |
| Virtus Investment Advisers, Inc. | 5,347 | $1.43M | 0.48% | −372−6.5% | Reduced |
| Haverford Trust Co | 5,343 | $1.43M | 0.01% | +46+0.9% | Added |
| Board of the Pension Protection Fund | 5,300 | $1.42M | 1.53% | +5,300 | New |
| Gen-Wealth Partners Inc | 5,293 | $1.42M | 0.55% | −192−3.5% | Reduced |
| Plimoth Trust Co LLC | 5,287 | $1.41M | 0.34% | +315+6.3% | Added |
| Callan Family Office, LLC | 5,280 | $1.41M | 0.04% | +3,542+203.8% | Added |
| Dynamic Advisor Solutions LLC | 5,275 | $1.41M | 0.04% | +43+0.8% | Added |
| Glenview Trust Co | 5,264 | $1.41M | 0.02% | +441+9.1% | Added |
| Roundview Capital LLC | 5,263 | $1.41M | 0.09% | −29−0.5% | Reduced |
| Ronald Blue Trust, Inc. | 5,261 | $1.41M | 0.02% | +47+0.9% | Added |
| Guyasuta Investment Advisors Inc | 5,165 | $1.38M | 0.08% | +70+1.4% | Added |
| Valeo Financial Advisors, LLC | 5,109 | $1.37M | 0.03% | +41+0.8% | Added |
| Private Trust Co NA | 5,108 | $1.37M | 0.13% | −169−3.2% | Reduced |
| Garland Capital Management Inc | 5,072 | $1.36M | 4.31% | −16,138−76.1% | Reduced |
| FineMark National Bank & Trust | 5,071 | $1.36M | 0.05% | −14−0.3% | Reduced |
| Joel Isaacson & Co., LLC | 5,058 | $1.35M | 0.06% | −45−0.9% | Reduced |
| Plato Investment Management Ltd | 5,065 | $1.35M | 0.10% | +3+0.1% | Added |
| RFG - Bristol Wealth Advisors, LLC | 5,045 | $1.35M | 0.42% | −649−11.4% | Reduced |
| Johnson Investment Counsel Inc | 5,023 | $1.34M | 0.01% | −28−0.6% | Reduced |
| MUFG Securities Americas Inc. | 5,021 | $1.34M | 0.11% | +1,008+25.1% | Added |
| Warren Averett Asset Management, LLC | 5,019 | $1.34M | 0.01% | +333+7.1% | Added |
| Trust Co of Toledo NA | 5,017 | $1.34M | 0.15% | 00.0% | Unchanged |
| Barden Capital Management, Inc. | 5,016 | $1.34M | 1.18% | −151−2.9% | Reduced |
| Providence Wealth Advisors, LLC | 5,043 | $1.33M | 0.91% | +178+3.7% | Added |
| PFG Advisors | 4,959 | $1.33M | 0.06% | +704+16.5% | Added |
| Harbor Capital Advisors, Inc. | 4,954 | $1.32M | 0.06% | −3−0.1% | Reduced |
| National Asset Management, Inc. | 4,940 | $1.32M | 0.06% | −3,025−38.0% | Reduced |
| Coldstream Capital Management Inc | 4,940 | $1.32M | 0.02% | −109−2.2% | Reduced |
| Stance Capital LLC | 4,939 | $1.32M | 0.50% | +4,939 | New |
| Beaumont Financial Advisors, LLC | 4,914 | $1.31M | 0.10% | +111+2.3% | Added |
| Walleye Trading LLC | 4,851 | $1.30M | 0.03% | +4,851 | New |
| Rydar Equities, Inc. | 4,835 | $1.29M | 1.02% | +4,835 | New |
| Hanson & Doremus Investment Management | 4,803 | $1.28M | 0.17% | −355−6.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 4,789 | $1.28M | 0.07% | +34+0.7% | Added |
| Stock Yards Bank & Trust Co | 4,781 | $1.28M | 0.04% | +356+8.0% | Added |
| Brighton Jones LLC | 4,736 | $1.27M | 0.03% | +994+26.6% | Added |
| Zions Bancorporation, National Association | 4,688 | $1.25M | 0.07% | +4+0.1% | Added |
| Bailard, Inc. | 4,685 | $1.25M | 0.03% | +231+5.2% | Added |
| Convergence Investment Partners, LLC | 4,652 | $1.24M | 0.32% | +3,845+476.5% | Added |
| Transamerica Financial Advisors, Inc. | 4,621 | $1.24M | 0.12% | −321−6.5% | Reduced |
| Flputnam Investment Management Co | 4,618 | $1.24M | 0.02% | −27−0.6% | Reduced |
| Davenport & Co LLC | 4,460 | $1.19M | 0.01% | +430+10.7% | Added |
| Farmers & Merchants Trust Co of Long Beach | 4,440 | $1.19M | 0.25% | +3,046+218.5% | Added |
| Forum Financial Management, LP | 4,433 | $1.19M | 0.02% | +5+0.1% | Added |
| Bullock Wealth Management Group | 4,435 | $1.18M | 0.63% | +133+3.1% | Added |
| Ontario Teachers Pension Plan Board | 4,417 | $1.18M | 0.02% | +4,417 | New |
| Bridges Investment Management Inc | 4,387 | $1.17M | 0.02% | +10+0.2% | Added |
| Investors Asset Management of Georgia Inc | 4,361 | $1.17M | 0.54% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 4,359 | $1.17M | 0.10% | +209+5.0% | Added |
| Private Wealth Asset Management, LLC | 4,345 | $1.16M | 0.15% | −414−8.7% | Reduced |
| Millennium Management LLC | 4,332 | $1.16M | 0.00% | −357,579−98.8% | Reduced |
| Calamos Wealth Management LLC | 4,312 | $1.15M | 0.05% | +2,940+214.3% | Added |
| Somerset Group LLC | 4,303 | $1.15M | 0.97% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 4,286 | $1.15M | 0.01% | +660+18.2% | Added |
| Equitable Trust Co | 4,285 | $1.15M | 0.06% | −73−1.7% | Reduced |
| Texas Bank & Trust Co | 4,270 | $1.14M | 0.45% | −417−8.9% | Reduced |
| Tudor Financial Inc. | 4,200 | $1.12M | 0.64% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 4,181 | $1.12M | 0.03% | +296+7.6% | Added |
| HBK Sorce Advisory LLC | 4,154 | $1.11M | 0.03% | −15−0.4% | Reduced |
| Man Group plc | 4,135 | $1.11M | 0.00% | −90,422−95.6% | Reduced |
| Commonwealth Retirement Investments LLC | 4,121 | $1.10M | 0.42% | +4,121 | New |
| IFC Advisors LLC | 4,119 | $1.10M | 0.21% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 4,112 | $1.10M | 0.23% | −114−2.7% | Reduced |
| Tocqueville Asset Management L.P. | 4,107 | $1.10M | 0.02% | −994−19.5% | Reduced |
| JB Capital LLC | 4,102 | $1.10M | 0.05% | +285+7.5% | Added |
| Vectors Research Management, LLC | 4,100 | $1.10M | 0.38% | +69+1.7% | Added |
| Westerkirk Capital Inc. | 4,100 | $1.10M | 0.14% | +4,100 | New |