Travelers Companies, Inc.

TRV

Exchange: NYSE
Industry: Fire, Marine & Casualty Insurance
SEC CIK: 0000086312

SEC filings (opens in a new tab)

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, Q3 2025

Institutional positions in Travelers Companies, Inc. as of Sep 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: 1,681; +69 vs. Q2 2025
Shares held: 185.8M; −468.2K (−0.3%) vs. Q2 2025
Total value: $51.9B; +$2.13B (+4.3%) vs. Q2 2025
New holders: 163; 586 more added
Sold out: 94; 569 more reduced

27 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2025: 1,681 institutions

Value heldQ3 2025: $51.9B

Institutions holding TRV and their total value by quarter
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, Q3 2025

Shares, value and share of portfolio for each institution holding Travelers Companies, Inc.; share changes are against Q2 2025.

Institutions holding TRV in Q3 2025
Institution	Shares	Value	% of portfolio	Change in shares	Action
Coston, McIsaac & Partners	2	$0	0.00%	00.0%	Unchanged
Creekmur Asset Management LLC	1	$279	0.00%	00.0%	Unchanged
Hurley Capital, LLC	1	$279	0.00%	+1	New
DecisionPoint Financial, LLC	2	$555	0.00%	00.0%	Unchanged
Stone House Investment Management, LLC	2	$558	0.00%	+2	New
E Fund Management (Hong Kong) Co., Ltd.	2	$558	0.00%	+2	New
Cape Investment Advisory, Inc.	2	$558	0.00%	+2	New
Marshall & Sterling Wealth Advisors Inc.	4	$1.12K	0.00%	−5−55.6%	Reduced
Sofos Investments, Inc.	4	$1.14K	0.00%	+4	New
WestEnd Advisors, LLC	5	$1.40K	0.00%	00.0%	Unchanged
Cornerstone Planning Group LLC	19	$1.50K	0.00%	−138−87.9%	Reduced
Aventura Private Wealth, LLC	6	$1.68K	0.00%	−260−97.7%	Reduced
Sittner & Nelson, LLC	6	$1.68K	0.00%	−11−64.7%	Reduced
Aspect Partners, LLC	6	$1.68K	0.00%	00.0%	Unchanged
Financial Network Wealth Advisors LLC	6	$1.68K	0.00%	00.0%	Unchanged
Texas Capital Bancshares Inc	6	$1.68K	0.00%	+6	New
Seneschal Advisors, LLC	6	$1.68K	0.00%	+6	New
Rakuten Securities, Inc.	7	$1.96K	0.00%	−2−22.2%	Reduced
Clear Street Markets LLC	7	$1.96K	0.00%	+7	New
Tanaka Capital Management Inc	6	$2.00K	0.00%	+6	New
Thompson Investment Management, Inc.	8	$2.23K	0.00%	00.0%	Unchanged
PayPay Securities Corp	8	$2.24K	0.08%	+4+100.0%	Added
Winnow Wealth LLC	8	$2.24K	0.00%	−20−71.4%	Reduced
Newbridge Financial Services Group, Inc.	9	$2.51K	0.00%	−3,622−99.8%	Reduced
Breakwater Investment Management	9	$2.51K	0.00%	+2+28.6%	Added
S&T Bank	10	$2.79K	0.00%	00.0%	Unchanged
Signature Resources Capital Management, LLC	10	$2.79K	0.00%	00.0%	Unchanged
Heartwood Wealth Advisors LLC	10	$2.79K	0.00%	+10	New
PFS Partners, LLC	10	$2.79K	0.00%	00.0%	Unchanged
Hazlett, Burt & Watson, Inc.	9	$3.00K	0.00%	00.0%	Unchanged
TSFG, LLC	9	$3.00K	0.00%	+9	New
ZRC Wealth Management, LLC	11	$3.07K	0.00%	+11	New
Rossby Financial, LCC	12	$3.33K	0.00%	+2+20.0%	Added
Ameriflex Group, Inc.	12	$3.35K	0.00%	−47−79.7%	Reduced
HFM Investment Advisors, LLC	12	$3.35K	0.00%	−1−7.7%	Reduced
Principia Wealth Advisory, LLC	13	$3.63K	0.00%	+1+8.3%	Added
TFC Financial Management	14	$3.91K	0.00%	00.0%	Unchanged
Simplex Trading, LLC	17	$4.00K	0.00%	+17	New
Clark Wealth Partners	14	$4.06K	0.00%	+3+27.3%	Added
Redmont Wealth Advisors LLC	15	$4.19K	0.01%	00.0%	Unchanged
Guerra Advisors Inc	16	$4.47K	0.00%	+16	New
Global Wealth Strategies & Associates	18	$5.07K	0.00%	00.0%	Unchanged
Anfield Capital Management, LLC	19	$5.30K	0.00%	−7−26.9%	Reduced
Bay Harbor Wealth Management, LLC	19	$5.30K	0.00%	+4+26.7%	Added
Accredited Wealth Management, LLC	200	$5.31K	0.00%	+181+952.6%	Added
Kilter Group LLC	20	$5.58K	0.00%	+6+42.9%	Added
SIMA Wealth Partners, LLC	20	$5.58K	0.00%	+20	New
Grey Fox Wealth Advisors, LLC	21	$5.86K	0.00%	+21	New
Bare Financial Services, Inc	22	$6.14K	0.00%	+5+29.4%	Added
Boreal Capital Management LLC	25	$6.98K	0.01%	00.0%	Unchanged
Marquette Asset Management, LLC	27	$7.54K	0.00%	+27	New
Kentucky Trust Co	28	$7.82K	0.00%	00.0%	Unchanged
Accordant Advisory Group Inc	28	$7.82K	0.01%	00.0%	Unchanged
JDM Financial Group LLC	30	$8.38K	0.00%	00.0%	Unchanged
TD Capital Management LLC	31	$8.54K	0.00%	00.0%	Unchanged
Dogwood Wealth Management LLC	31	$8.66K	0.00%	+12+63.2%	Added
Proffitt & Goodson Inc	31	$8.66K	0.00%	+31	New
Your Advocates Ltd., LLP	35	$9.77K	0.00%	00.0%	Unchanged
Hopwood Financial Services, Inc.	35	$9.77K	0.01%	00.0%	Unchanged
HHM Wealth Advisors, LLC	35	$9.77K	0.00%	+30+600.0%	Added
Halbert Hargrove Global Advisors, LLC	35	$9.77K	0.00%	+35	New
Capital Analysts, LLC	36	$10.0K	0.00%	00.0%	Unchanged
Davis Capital Management	36	$10.1K	0.01%	+36	New
DiNuzzo Private Wealth, Inc.	39	$10.6K	0.00%	−1−2.5%	Reduced
Quarry LP	38	$10.6K	0.00%	−951−96.2%	Reduced
Chung Wu Investment Group, LLC	40	$11.2K	0.01%	00.0%	Unchanged
Kerr Financial Planning Corp	40	$11.5K	0.02%	+40	New
Proathlete Wealth Management LLC	43	$12.0K	0.00%	00.0%	Unchanged
Westfuller Advisors, LLC	44	$12.3K	0.01%	+44	New
Center for Financial Planning, Inc.	45	$12.6K	0.00%	00.0%	Unchanged
N.E.W. Advisory Services LLC	46	$12.8K	0.00%	00.0%	Unchanged
MPWM Advisory Solutions, LLC	46	$12.8K	0.01%	00.0%	Unchanged
Cranbrook Wealth Management, LLC	46	$12.8K	0.00%	00.0%	Unchanged
Rialto Wealth Management, LLC	46	$12.8K	0.00%	00.0%	Unchanged
Howard Hughes Medical Institute	49	$13.7K	0.01%	00.0%	Unchanged
Rosenberg Matthew Hamilton	50	$14.0K	0.00%	00.0%	Unchanged
Avion Wealth	51	$14.0K	0.00%	+1+2.0%	Added
RMG Wealth Management LLC	52	$14.0K	0.00%	00.0%	Unchanged
Innovative Advisory Group, LLC	52	$14.4K	0.01%	00.0%	Unchanged
Costello Asset Management, INC	53	$14.8K	0.00%	00.0%	Unchanged
Morse Asset Management, Inc	53	$14.8K	0.00%	00.0%	Unchanged
Cloud Capital Management, LLC	54	$15.0K	0.01%	+54	New
Strengthening Families & Communities, LLC	54	$15.2K	0.00%	+54	New
CBIZ Investment Advisory Services, LLC	57	$15.9K	0.00%	+15+35.7%	Added
Meeder Asset Management Inc	59	$16.5K	0.00%	−104−63.8%	Reduced
Atlantic Trust, LLC	59	$16.5K	0.00%	+6+11.3%	Added
Albion Financial Group	59	$16.5K	0.00%	+13+28.3%	Added
Highline Wealth Partners LLC	59	$16.5K	0.00%	−2−3.3%	Reduced
Raffa Wealth Management, LLC	61	$17.0K	0.00%	+6+10.9%	Added
Truvestments Capital LLC	62	$17.3K	0.00%	+62	New
Comprehensive Financial Planning, Inc.	64	$17.9K	0.01%	00.0%	Unchanged
WealthCollab, LLC	65	$18.1K	0.01%	00.0%	Unchanged
Scarborough Advisors, LLC	66	$18.4K	0.00%	00.0%	Unchanged
Activest Wealth Management	66	$18.4K	0.00%	+5+8.2%	Added
Insight Financial Services	69	$19.3K	0.01%	00.0%	Unchanged
Sachetta, LLC	71	$19.8K	0.01%	−4−5.3%	Reduced
Operose Advisors LLC	73	$20.4K	0.01%	+73	New
DHJJ Financial Advisors, Ltd.	75	$20.9K	0.01%	00.0%	Unchanged
Evelyn Partners Asset Management Ltd	75	$20.9K	0.00%	+75	New
Crowley Wealth Management, Inc.	77	$21.5K	0.02%	00.0%	Unchanged