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 |
|---|---|---|---|---|---|
| Ibex Wealth Advisors | 2,849 | $762.4K | 0.08% | +2,849 | New |
| Clear Harbor Asset Management, LLC | 2,847 | $761.7K | 0.06% | −5−0.2% | Reduced |
| Madison Asset Management, LLC | 2,840 | $759.8K | 0.01% | −42−1.5% | Reduced |
| Skopos Labs, Inc. | 2,825 | $755.7K | 0.10% | +1,034+57.7% | Added |
| Real Talk Capital, LLC | 2,814 | $753.0K | 0.90% | 00.0% | Unchanged |
| Clarius Group, LLC | 2,802 | $749.6K | 0.04% | +133+5.0% | Added |
| Guardian Wealth Advisors, LLC | 2,791 | $746.6K | 0.05% | −63−2.2% | Reduced |
| CWA Asset Management Group, LLC | 2,789 | $746.1K | 0.03% | +427+18.1% | Added |
| Great Valley Advisor Group, Inc. | 2,788 | $745.9K | 0.02% | +22+0.8% | Added |
| Brave Asset Management Inc | 2,780 | $743.8K | 0.20% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 2,775 | $742.4K | 0.68% | −122−4.2% | Reduced |
| JNBA Financial Advisors | 2,768 | $740.5K | 0.07% | 00.0% | Unchanged |
| Volterra Technologies LP | 2,759 | $738.1K | 1.00% | +2,759 | New |
| Mendel Money Management | 2,742 | $733.6K | 0.32% | −20−0.7% | Reduced |
| Associated Banc-Corp | 2,734 | $731.5K | 0.02% | +39+1.4% | Added |
| SkyOak Wealth, LLC | 2,721 | $728.0K | 0.15% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 2,721 | $727.9K | 0.03% | +213+8.5% | Added |
| Bank of New Hampshire | 2,719 | $727.4K | 0.18% | −110−3.9% | Reduced |
| Connecticut Wealth Management, LLC | 2,715 | $726.4K | 0.03% | −54−2.0% | Reduced |
| Baldwin Brothers Inc | 2,715 | $726.4K | 0.05% | −26−0.9% | Reduced |
| Measured Wealth Private Client Group, LLC | 2,665 | $713.0K | 0.21% | +583+28.0% | Added |
| RiverFront Investment Group, LLC | 2,662 | $712.2K | 0.01% | +1,221+84.7% | Added |
| Eastern Bank | 2,660 | $711.7K | 0.01% | −200−7.0% | Reduced |
| Aries Wealth Management | 2,658 | $711.1K | 0.19% | −960−26.5% | Reduced |
| SRS Capital Advisors, Inc. | 2,455 | $703.1K | 0.03% | −635−20.6% | Reduced |
| PEAK6 LLC | 2,621 | $701.3K | 0.02% | +2,619+130,950.0% | Added |
| Trust Asset Management LLC | 2,619 | $700.7K | 0.05% | 00.0% | Unchanged |
| Welch & Forbes LLC | 2,611 | $698.5K | 0.01% | −10−0.4% | Reduced |
| Orrstown Financial Services Inc | 2,611 | $698.5K | 0.15% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 2,595 | $694.3K | 0.05% | 00.0% | Unchanged |
| Inlet Private Wealth, LLC | 2,590 | $693.0K | 0.17% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 2,587 | $692.2K | 0.10% | +199+8.3% | Added |
| CenterBook Partners LP | 2,586 | $691.9K | 0.04% | +2,586 | New |
| Park National Corp | 2,580 | $690.3K | 0.02% | +40+1.6% | Added |
| Franklin Street Advisors Inc | 2,579 | $690.0K | 0.04% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 2,564 | $686.0K | 0.25% | +18+0.7% | Added |
| Insigneo Advisory Services, LLC | 2,536 | $678.5K | 0.06% | −108−4.1% | Reduced |
| True Vision MN LLC | 2,532 | $677.4K | 0.37% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 2,525 | $676.0K | 0.05% | +428+20.4% | Added |
| Stiles Financial Services Inc | 2,526 | $675.5K | 0.23% | −44−1.7% | Reduced |
| Brookstone Capital Management | 2,519 | $674.0K | 0.01% | +687+37.5% | Added |
| Sound View Wealth Advisors Group, LLC | 2,502 | $669.4K | 0.05% | −94−3.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 2,502 | $669.3K | 0.06% | −16,216−86.6% | Reduced |
| Jeppson Wealth Management, LLC | 2,490 | $666.2K | 0.23% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 2,486 | $665.1K | 0.00% | −100−3.9% | Reduced |
| GWN Securities Inc. | 2,436 | $664.0K | 0.12% | −5,025−67.4% | Reduced |
| Wooster Corthell Wealth Management, Inc. | 2,476 | $662.4K | 0.12% | 00.0% | Unchanged |
| StoneX Group Inc. | 2,472 | $662.0K | 0.03% | −175−6.6% | Reduced |
| Interchange Capital Partners, LLC | 2,472 | $661.4K | 0.15% | +3+0.1% | Added |
| Beacon Investment Advisors LLC | 2,506 | $659.9K | 0.28% | 00.0% | Unchanged |
| Essex Savings Bank | 2,459 | $657.9K | 0.16% | −17−0.7% | Reduced |
| Capital Investment Advisors, LLC | 2,447 | $654.6K | 0.01% | +53+2.2% | Added |
| Grimes & Company, Inc. | 2,441 | $653.0K | 0.02% | −160−6.2% | Reduced |
| Baron Wealth Management LLC | 2,422 | $647.9K | 0.23% | +198+8.9% | Added |
| Northcape Wealth Management, LLC | 2,400 | $642.1K | 0.20% | 00.0% | Unchanged |
| Wedbush Securities Inc | 2,397 | $641.0K | 0.02% | −30−1.2% | Reduced |
| 1620 Investment Advisors, Inc. | 2,365 | $632.9K | 0.45% | +26+1.1% | Added |
| Nixon Peabody Trust Co | 2,354 | $629.8K | 0.05% | −50−2.1% | Reduced |
| TCI Wealth Advisors, Inc. | 2,353 | $629.5K | 0.04% | +14+0.6% | Added |
| Rexford Capital Inc | 2,352 | $629.3K | 0.52% | +2,352 | New |
| Inceptionr LLC | 2,351 | $629.0K | 0.15% | +2,351 | New |
| Robinswood Financial LLC | 2,349 | $628.5K | 0.22% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 2,332 | $624.1K | 0.01% | −182−7.2% | Reduced |
| LMCG Investments, LLC | 2,332 | $623.9K | 0.04% | +17+0.7% | Added |
| Alhambra Investment Partners LLC | 2,330 | $623.4K | 0.31% | −50−2.1% | Reduced |
| Heritage Wealth Management, Inc. | 2,330 | $623.4K | 0.20% | 00.0% | Unchanged |
| United Community Bank | 2,328 | $622.8K | 0.21% | −448−16.1% | Reduced |
| MONECO Advisors, LLC | 2,327 | $622.6K | 0.06% | +2+0.1% | Added |
| Salvus Wealth Management, LLC | 2,321 | $621.0K | 0.36% | −48−2.0% | Reduced |
| Community Bank, N.A. | 2,321 | $620.9K | 0.08% | −1,880−44.8% | Reduced |
| Evoke Wealth, LLC | 2,317 | $620.0K | 0.01% | +921+66.0% | Added |
| Modera Wealth Management, LLC | 2,316 | $619.7K | 0.01% | +109+4.9% | Added |
| Moody Lynn & Lieberson, LLC | 2,312 | $618.6K | 0.04% | +15+0.7% | Added |
| Sageworth Trust Co of South Dakota | 2,308 | $617.5K | 0.67% | −299−11.5% | Reduced |
| Harbour Capital Advisors, LLC | 2,390 | $615.0K | 0.13% | 00.0% | Unchanged |
| Sky Investment Group LLC | 2,291 | $612.9K | 0.11% | 00.0% | Unchanged |
| Foundation Resource Management Inc | 2,286 | $611.6K | 0.09% | 00.0% | Unchanged |
| PUREfi Wealth, LLC | 2,283 | $610.8K | 0.49% | +650+39.8% | Added |
| Daymark Wealth Partners, LLC | 2,282 | $610.5K | 0.02% | −401−14.9% | Reduced |
| City State Bank | 2,266 | $606.2K | 0.19% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 2,263 | $605.0K | 0.00% | −896−28.4% | Reduced |
| Chicago Partners Investment Group LLC | 2,275 | $602.2K | 0.02% | +263+13.1% | Added |
| Weik Capital Management | 2,235 | $598.0K | 0.24% | 00.0% | Unchanged |
| Cigna Investments Inc | 2,222 | $594.0K | 0.10% | −41−1.8% | Reduced |
| Green Square Capital Advisors LLC | 2,217 | $593.2K | 0.07% | 00.0% | Unchanged |
| FJ Capital Management LLC | 2,199 | $588.3K | 0.06% | −2,905−56.9% | Reduced |
| South State Corp. | 2,198 | $588.1K | 0.03% | −68−3.0% | Reduced |
| Leavell Investment Management, Inc. | 2,192 | $586.4K | 0.03% | −80−3.5% | Reduced |
| Centaurus Financial, Inc. | 2,184 | $584.0K | 0.03% | +46+2.2% | Added |
| CSS LLC | 2,180 | $583.2K | 0.04% | +190+9.5% | Added |
| Pensionmark Financial Group, LLC | 2,179 | $583.1K | 0.01% | +379+21.1% | Added |
| Mather Group, LLC. | 2,174 | $581.7K | 0.01% | +53+2.5% | Added |
| Empower Advisory Group, LLC | 2,165 | $579.2K | 0.00% | −399−15.6% | Reduced |
| Avantax Planning Partners, Inc. | 2,163 | $578.8K | 0.02% | −19−0.9% | Reduced |
| Williams Jones Wealth Management, LLC. | 2,163 | $578.7K | 0.01% | 00.0% | Unchanged |
| Finward Bancorp | 2,160 | $577.9K | 0.46% | −340−13.6% | Reduced |
| Ameritas Investment Partners, Inc. | 2,160 | $577.9K | 0.02% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 2,160 | $577.8K | 0.07% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 2,158 | $577.4K | 0.02% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 2,156 | $576.8K | 0.01% | +1,106+105.3% | Added |