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 |
|---|---|---|---|---|---|
| Copperwynd Financial, LLC | 4,087 | $1.09M | 0.27% | +63+1.6% | Added |
| Forza Wealth Management, LLC | 4,072 | $1.09M | 0.45% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 4,053 | $1.08M | 0.05% | −24−0.6% | Reduced |
| RMB Capital Management, LLC | 4,051 | $1.08M | 0.02% | +2,143+112.3% | Added |
| Prostatis Group LLC | 4,025 | $1.08M | 0.31% | −319−7.3% | Reduced |
| Sterneck Capital Management, LLC | 4,000 | $1.07M | 0.54% | 00.0% | Unchanged |
| Yoffe Investment Management, LLC | 3,987 | $1.07M | 1.46% | +10.0% | Added |
| MWA Asset Management | 3,978 | $1.06M | 0.65% | +128+3.3% | Added |
| Campbell & CO Investment Adviser LLC | 3,968 | $1.06M | 0.07% | −20,086−83.5% | Reduced |
| AA Financial Advisors, LLC | 3,939 | $1.05M | 0.23% | −666−14.5% | Reduced |
| Los Angeles Capital Management LLC | 3,927 | $1.05M | 0.00% | +2,813+252.5% | Added |
| Clare Market Investments LLC | 3,911 | $1.05M | 0.23% | +1,109+39.6% | Added |
| Baker Tilly Wealth Management, LLC | 3,856 | $1.03M | 0.37% | −305−7.3% | Reduced |
| NorthRock Partners, LLC | 3,852 | $1.03M | 0.03% | +478+14.2% | Added |
| Fullcircle Wealth LLC | 3,861 | $1.02M | 0.38% | −9−0.2% | Reduced |
| Bard Financial Services, Inc. | 3,775 | $1.01M | 0.12% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 3,766 | $1.01M | 0.01% | −465−11.0% | Reduced |
| High Note Wealth, LLC | 3,763 | $1.01M | 0.23% | 00.0% | Unchanged |
| Pitcairn Co | 3,740 | $1.00M | 0.07% | −553−12.9% | Reduced |
| Essential Partners LLC | 3,719 | $995.0K | 0.40% | +3,719 | New |
| Kanawha Capital Management LLC | 3,718 | $994.7K | 0.07% | 00.0% | Unchanged |
| Smithfield Trust Co | 3,703 | $991.0K | 0.05% | −45−1.2% | Reduced |
| PFG Investments, LLC | 3,704 | $991.0K | 0.06% | +213+6.1% | Added |
| Linden Thomas Advisory Services, LLC | 3,691 | $987.5K | 0.11% | +6+0.2% | Added |
| Canada Post Corp Registered Pension Plan | 3,691 | $987.5K | 0.06% | +3,691 | New |
| AMG National Trust Bank | 3,688 | $986.7K | 0.03% | −166−4.3% | Reduced |
| Rothschild Investment LLC | 3,685 | $985.9K | 0.06% | +26+0.7% | Added |
| Williamson Legacy Group, LLC | 3,679 | $984.3K | 0.83% | +3,679 | New |
| 1 North Wealth Services LLC | 3,673 | $982.7K | 0.39% | −30−0.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 3,631 | $971.5K | 0.16% | −129−3.4% | Reduced |
| Summit Trail Advisors, LLC | 3,627 | $970.4K | 0.02% | +3,627 | New |
| Axxcess Wealth Management, LLC | 3,626 | $970.0K | 0.02% | −1,467−28.8% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 3,605 | $964.5K | 0.49% | −39−1.1% | Reduced |
| Larson Financial Group LLC | 3,581 | $958.0K | 0.04% | +140+4.1% | Added |
| Abn Amro Investment Solutions | 3,567 | $954.3K | 0.02% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 3,538 | $946.6K | 0.30% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 3,524 | $942.8K | 0.07% | +303+9.4% | Added |
| Integrated Quantitative Investments LLC | 3,522 | $942.3K | 0.28% | +3,522 | New |
| Central Trust Co | 3,514 | $940.1K | 0.02% | −85−2.4% | Reduced |
| Atlas Capital Advisors LLC | 3,514 | $940.1K | 0.11% | −1,044−22.9% | Reduced |
| Ocean Capital Management, LLC | 3,509 | $938.8K | 0.21% | 00.0% | Unchanged |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 3,500 | $936.4K | 0.04% | +3,500 | New |
| Farther Finance Advisors, LLC | 3,486 | $932.7K | 0.02% | −167−4.6% | Reduced |
| Guardian Partners Inc. | 3,647 | $931.2K | 0.08% | −465−11.3% | Reduced |
| LVW Advisors, LLC | 3,465 | $927.0K | 0.10% | +714+26.0% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 3,457 | $924.9K | 0.08% | +6+0.2% | Added |
| Phoenix Holdings Ltd. | 3,450 | $922.5K | 0.01% | +3,450 | New |
| Legacy Capital Wealth Partners, LLC | 3,447 | $922.3K | 0.21% | −181−5.0% | Reduced |
| Atomi Financial Group, Inc. | 3,396 | $908.5K | 0.03% | +200+6.3% | Added |
| Empirical Asset Management, LLC | 3,386 | $906.0K | 0.28% | +46+1.4% | Added |
| Burns J W & Co Inc | 3,372 | $902.1K | 0.11% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 3,362 | $899.5K | 0.02% | −222−6.2% | Reduced |
| Wealthspire Advisors, LLC | 3,360 | $898.9K | 0.01% | −219−6.1% | Reduced |
| Lederer & Associates Investment Counsel | 3,355 | $898.0K | 0.59% | −3−0.1% | Reduced |
| Aureus Asset Management, LLC | 3,338 | $893.0K | 0.06% | −375−10.1% | Reduced |
| Tradition Wealth Management, LLC | 3,337 | $892.7K | 0.07% | −19−0.6% | Reduced |
| Union Savings Bank | 3,416 | $888.9K | 0.41% | −136−3.8% | Reduced |
| Minot DeBlois Advisors LLC | 3,311 | $885.7K | 0.84% | +6+0.2% | Added |
| Searle & Co. | 3,304 | $884.0K | 0.25% | 00.0% | Unchanged |
| Villere St Denis J & Co LLC | 3,303 | $883.7K | 0.08% | 00.0% | Unchanged |
| Strategic Advisors LLC | 3,272 | $875.3K | 0.17% | −87−2.6% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 3,264 | $873.3K | 0.39% | −58−1.7% | Reduced |
| Ar Asset Management Inc | 3,264 | $873.0K | 0.19% | 00.0% | Unchanged |
| LVM Capital Management Ltd | 3,251 | $870.0K | 0.09% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 3,247 | $868.7K | 0.07% | +3,247 | New |
| USA Financial Portformulas Corp | 3,243 | $867.6K | 0.15% | +3,243 | New |
| Syon Capital LLC | 3,224 | $862.5K | 0.06% | +43+1.4% | Added |
| Quad-Cities Investment Group, LLC | 3,205 | $857.4K | 0.39% | +618+23.9% | Added |
| Graypoint LLC | 3,198 | $855.6K | 0.05% | +78+2.5% | Added |
| Mission Wealth Management, LP | 3,197 | $855.2K | 0.02% | −62−1.9% | Reduced |
| Davis R M Inc | 3,161 | $845.8K | 0.02% | −100−3.1% | Reduced |
| Evernest Financial Advisors, LLC | 3,155 | $844.1K | 0.27% | +36+1.2% | Added |
| SG Americas Securities, LLC | 3,153 | $844.0K | 0.00% | −255,095−98.8% | Reduced |
| Foundations Investment Advisors, LLC | 3,146 | $841.7K | 0.01% | +438+16.2% | Added |
| Alpha Cubed Investments, LLC | 3,120 | $834.8K | 0.03% | −170−5.2% | Reduced |
| Principal Securities, Inc. | 3,117 | $833.9K | 0.02% | +134+4.5% | Added |
| Checchi Capital Advisers, LLC | 3,116 | $833.7K | 0.06% | −60−1.9% | Reduced |
| Berger Financial Group, Inc | 3,114 | $833.2K | 0.05% | −66−2.1% | Reduced |
| Transatlantique Private Wealth LLC | 3,108 | $831.5K | 0.31% | −42−1.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 3,090 | $827.0K | 0.11% | +1,590+106.0% | Added |
| Wilson & Boucher Capital Management, LLC | 3,088 | $826.2K | 0.58% | −100−3.1% | Reduced |
| Van Hulzen Asset Management, LLC | 3,075 | $822.7K | 0.07% | −21−0.7% | Reduced |
| Frank, Rimerman Advisors LLC | 3,068 | $820.8K | 0.06% | −300−8.9% | Reduced |
| Pinnacle Bancorp, Inc. | 3,068 | $820.8K | 0.25% | −200−6.1% | Reduced |
| Mount Lucas Management LP | 3,064 | $819.7K | 0.39% | −842−21.6% | Reduced |
| Gryphon Financial Partners LLC | 3,030 | $810.5K | 0.11% | +116+4.0% | Added |
| Wedmont Private Capital | 3,170 | $809.4K | 0.03% | +192+6.4% | Added |
| Arkadios Wealth Advisors | 3,023 | $809.0K | 0.02% | +1,343+79.9% | Added |
| Level Four Advisory Services, LLC | 2,996 | $801.6K | 0.03% | −72−2.3% | Reduced |
| Camden National Bank | 2,996 | $801.5K | 0.12% | −10−0.3% | Reduced |
| Chicago Trust Co NA | 2,957 | $791.1K | 0.11% | +1,944+191.9% | Added |
| Fidelis Capital Partners, LLC | 2,951 | $789.6K | 0.07% | +123+4.3% | Added |
| Integrated Advisors Network LLC | 2,943 | $787.2K | 0.04% | +941+47.0% | Added |
| Bank of Stockton | 2,906 | $777.5K | 0.23% | −100−3.3% | Reduced |
| Blueshift Asset Management, LLC | 2,903 | $776.7K | 0.24% | +888+44.1% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,899 | $775.6K | 0.09% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 2,891 | $773.5K | 0.14% | +147+5.4% | Added |
| Flagship Harbor Advisors, LLC | 2,879 | $770.3K | 0.04% | −39−1.3% | Reduced |
| Hamilton Capital Partners Inc. | 2,877 | $769.7K | 0.04% | +1,300+82.4% | Added |
| Smartleaf Asset Management LLC | 2,918 | $768.5K | 0.07% | +138+5.0% | Added |