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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Searle & Co. | 3,304 | $922.5K | 0.24% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 3,328 | $929.2K | 0.84% | +17+0.5% | Added |
| Burns J W & Co Inc | 3,329 | $929.5K | 0.11% | −43−1.3% | Reduced |
| National Asset Management, Inc. | 3,340 | $932.6K | 0.04% | −1,600−32.4% | Reduced |
| Point72 Hong Kong Ltd | 3,340 | $932.6K | 0.04% | +3,340 | New |
| Tradition Wealth Management, LLC | 3,348 | $934.8K | 0.07% | +11+0.3% | Added |
| Lederer & Associates Investment Counsel | 3,355 | $937.0K | 0.61% | 00.0% | Unchanged |
| Rinkey Investments | 3,368 | $940.4K | 0.25% | +3,368 | New |
| Tema ETFs LLC | 3,375 | $942.4K | 0.08% | +3,375 | New |
| Principal Securities, Inc. | 3,377 | $943.0K | 0.02% | +260+8.3% | Added |
| JNBA Financial Advisors | 3,434 | $958.8K | 0.09% | +666+24.1% | Added |
| Quantitative Investment Management, LLC | 3,449 | $963.0K | 0.13% | +3,449 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 3,457 | $965.3K | 0.07% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 3,487 | $973.6K | 0.02% | −7,257−67.5% | Reduced |
| Ocean Capital Management, LLC | 3,504 | $978.3K | 0.20% | −5−0.1% | Reduced |
| Integrated Quantitative Investments LLC | 3,522 | $983.4K | 0.28% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 3,538 | $987.9K | 0.29% | 00.0% | Unchanged |
| LVW Advisors, LLC | 3,538 | $987.9K | 0.10% | +73+2.1% | Added |
| Foundations Investment Advisors, LLC | 3,544 | $989.6K | 0.01% | +398+12.7% | Added |
| Central Trust Co | 3,545 | $989.8K | 0.02% | +31+0.9% | Added |
| Legacy Capital Group California, Inc. | 3,562 | $994.6K | 0.25% | +3,562 | New |
| Abn Amro Investment Solutions | 3,567 | $996.0K | 0.02% | 00.0% | Unchanged |
| GTS Securities LLC | 3,594 | $1.00M | 0.04% | +3,594 | New |
| PFG Investments, LLC | 3,613 | $1.01M | 0.05% | −91−2.5% | Reduced |
| Guardian Partners Inc. | 3,647 | $1.01M | 0.09% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 3,651 | $1.02M | 0.42% | −22−0.6% | Reduced |
| AMG National Trust Bank | 3,666 | $1.02M | 0.02% | −22−0.6% | Reduced |
| Soltis Investment Advisors LLC | 3,684 | $1.03M | 0.07% | +160+4.5% | Added |
| Smithfield Trust Co | 3,703 | $1.03M | 0.05% | 00.0% | Unchanged |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 3,700 | $1.03M | 0.04% | +200+5.7% | Added |
| Tocqueville Asset Management L.P. | 3,707 | $1.04M | 0.02% | −400−9.7% | Reduced |
| Kanawha Capital Management LLC | 3,718 | $1.04M | 0.07% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 3,719 | $1.04M | 0.22% | −721−16.2% | Reduced |
| Syon Capital LLC | 3,741 | $1.04M | 0.06% | +517+16.0% | Added |
| High Note Wealth, LLC | 3,764 | $1.05M | 0.21% | +10.0% | Added |
| Bard Financial Services, Inc. | 3,775 | $1.05M | 0.12% | 00.0% | Unchanged |
| Fullcircle Wealth LLC | 3,816 | $1.06M | 0.37% | −45−1.2% | Reduced |
| Mission Wealth Management, LP | 3,800 | $1.06M | 0.02% | +603+18.9% | Added |
| Schonfeld Strategic Advisors LLC | 3,829 | $1.07M | 0.01% | +3,829 | New |
| Impact Partnership Wealth, LLC | 3,846 | $1.07M | 0.16% | +955+33.0% | Added |
| SummitTX Capital, L.P. | 3,894 | $1.09M | 0.05% | −1,690−30.3% | Reduced |
| JSF Financial, LLC | 3,904 | $1.09M | 0.24% | +3,904 | New |
| Yoffe Investment Management, LLC | 3,987 | $1.11M | 1.45% | 00.0% | Unchanged |
| Courier Capital LLC | 4,000 | $1.12M | 0.06% | −2,018−33.5% | Reduced |
| Sterneck Capital Management, LLC | 4,000 | $1.12M | 0.52% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 4,009 | $1.12M | 0.11% | +318+8.6% | Added |
| MWA Asset Management | 4,012 | $1.12M | 0.62% | +34+0.9% | Added |
| Smartleaf Asset Management LLC | 4,058 | $1.12M | 0.07% | +1,140+39.1% | Added |
| Essential Partners LLC | 4,023 | $1.12M | 0.37% | +304+8.2% | Added |
| Atomi Financial Group, Inc. | 4,024 | $1.12M | 0.04% | +628+18.5% | Added |
| HBK Sorce Advisory LLC | 4,181 | $1.13M | 0.03% | +27+0.6% | Added |
| Private Wealth Asset Management, LLC | 4,045 | $1.13M | 0.13% | −300−6.9% | Reduced |
| Forza Wealth Management, LLC | 4,072 | $1.14M | 0.44% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 4,074 | $1.14M | 0.02% | −544−11.8% | Reduced |
| Fifth Third Wealth Advisors LLC | 4,093 | $1.14M | 0.04% | +40+1.0% | Added |
| Vectors Research Management, LLC | 4,100 | $1.14M | 0.36% | 00.0% | Unchanged |
| Westerkirk Capital Inc. | 4,100 | $1.14M | 0.13% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 4,112 | $1.15M | 0.23% | 00.0% | Unchanged |
| Rothschild Investment LLC | 4,119 | $1.15M | 0.06% | +434+11.8% | Added |
| IFC Advisors LLC | 4,121 | $1.15M | 0.21% | +20.0% | Added |
| Exchange Traded Concepts, LLC | 4,135 | $1.15M | 0.01% | +3,281+384.2% | Added |
| Tradewinds, LLC. | 4,164 | $1.16M | 0.28% | +4,164 | New |
| Texas Bank & Trust Co | 4,165 | $1.16M | 0.44% | −105−2.5% | Reduced |
| Zions Bancorporation, National Association | 4,173 | $1.17M | 0.06% | −515−11.0% | Reduced |
| Abner Herrman & Brock LLC | 4,177 | $1.17M | 0.12% | +4,177 | New |
| Wolverine Trading, LLC | 4,219 | $1.17M | 0.02% | +4,219 | New |
| RMB Capital Management, LLC | 4,200 | $1.17M | 0.02% | +149+3.7% | Added |
| Tudor Financial Inc. | 4,200 | $1.17M | 0.62% | 00.0% | Unchanged |
| JB Capital LLC | 4,204 | $1.17M | 0.05% | +102+2.5% | Added |
| Equitable Trust Co | 4,285 | $1.20M | 0.06% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 4,287 | $1.20M | 0.09% | −72−1.7% | Reduced |
| Somerset Group LLC | 4,303 | $1.20M | 0.95% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 4,309 | $1.20M | 0.03% | +3,641+545.1% | Added |
| Arkadios Wealth Advisors | 4,314 | $1.20M | 0.03% | +1,291+42.7% | Added |
| Investors Asset Management of Georgia Inc | 4,361 | $1.22M | 0.52% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 4,400 | $1.22M | 0.61% | −35−0.8% | Reduced |
| AA Financial Advisors, LLC | 4,386 | $1.22M | 0.24% | +447+11.3% | Added |
| Bridges Investment Management Inc | 4,387 | $1.22M | 0.02% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 4,391 | $1.23M | 0.18% | +4,391 | New |
| Callan Family Office, LLC | 4,462 | $1.25M | 0.04% | −818−15.5% | Reduced |
| Calamos Wealth Management LLC | 4,474 | $1.25M | 0.05% | +162+3.8% | Added |
| Canada Post Corp Registered Pension Plan | 4,531 | $1.25M | 0.06% | +840+22.8% | Added |
| Equitable Holdings, Inc. | 4,496 | $1.26M | 0.01% | +210+4.9% | Added |
| Bailard, Inc. | 4,515 | $1.26M | 0.03% | −170−3.6% | Reduced |
| Stock Yards Bank & Trust Co | 4,531 | $1.27M | 0.04% | −250−5.2% | Reduced |
| Procyon Private Wealth Partners, LLC | 4,554 | $1.27M | 0.08% | +2,052+82.0% | Added |
| Transamerica Financial Advisors, Inc. | 4,585 | $1.28M | 0.11% | −36−0.8% | Reduced |
| Commonwealth Retirement Investments LLC | 4,607 | $1.29M | 0.44% | +486+11.8% | Added |
| Prostatis Group LLC | 4,631 | $1.29M | 0.32% | +606+15.1% | Added |
| FineMark National Bank & Trust | 4,637 | $1.29M | 0.04% | −434−8.6% | Reduced |
| Forum Financial Management, LP | 4,659 | $1.30M | 0.02% | +226+5.1% | Added |
| Net Worth Advisory Group | 4,661 | $1.30M | 0.38% | −851−15.4% | Reduced |
| Davenport & Co LLC | 4,705 | $1.31M | 0.01% | +245+5.5% | Added |
| RFG - Bristol Wealth Advisors, LLC | 4,706 | $1.31M | 0.38% | −339−6.7% | Reduced |
| Geneos Wealth Management Inc. | 4,749 | $1.33M | 0.03% | −788−14.2% | Reduced |
| Rydar Equities, Inc. | 4,803 | $1.33M | 1.07% | −32−0.7% | Reduced |
| Hanson & Doremus Investment Management | 4,799 | $1.34M | 0.17% | −4−0.1% | Reduced |
| Clare Market Investments LLC | 4,860 | $1.36M | 0.27% | +949+24.3% | Added |
| Providence Wealth Advisors, LLC | 5,088 | $1.36M | 0.86% | +45+0.9% | Added |
| Ronald Blue Trust, Inc. | 4,896 | $1.37M | 0.02% | −365−6.9% | Reduced |