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 |
|---|---|---|---|---|---|
| Beaumont Financial Advisors, LLC | 4,918 | $1.37M | 0.09% | +4+0.1% | Added |
| Maridea Wealth Management LLC | 5,199 | $1.38M | 0.21% | +5,199 | New |
| Harbor Capital Advisors, Inc. | 4,942 | $1.38M | 0.11% | −12−0.2% | Reduced |
| Valeo Financial Advisors, LLC | 4,985 | $1.39M | 0.03% | −124−2.4% | Reduced |
| Barden Capital Management, Inc. | 4,990 | $1.39M | 1.16% | −26−0.5% | Reduced |
| Trust Co of Toledo NA | 5,017 | $1.40M | 0.14% | 00.0% | Unchanged |
| Private Trust Co NA | 5,020 | $1.40M | 0.12% | −88−1.7% | Reduced |
| Plato Investment Management Ltd | 5,065 | $1.40M | 0.10% | 00.0% | Unchanged |
| Old National Bancorp | 5,027 | $1.40M | 0.02% | −509−9.2% | Reduced |
| Jump Financial, LLC | 5,068 | $1.42M | 0.02% | +5,068 | New |
| Board of the Pension Protection Fund | 5,100 | $1.42M | 1.39% | −200−3.8% | Reduced |
| Catalytic Wealth RIA, LLC | 5,102 | $1.42M | 0.05% | +3,284+180.6% | Added |
| Joel Isaacson & Co., LLC | 5,105 | $1.43M | 0.05% | +47+0.9% | Added |
| Institute for Wealth Management, LLC. | 5,140 | $1.44M | 0.15% | −321−5.9% | Reduced |
| Guyasuta Investment Advisors Inc | 5,165 | $1.44M | 0.08% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 5,171 | $1.44M | 0.61% | −2,021−28.1% | Reduced |
| Haverford Trust Co | 5,175 | $1.44M | 0.01% | −168−3.1% | Reduced |
| PFG Advisors | 5,177 | $1.45M | 0.06% | +218+4.4% | Added |
| Convergence Investment Partners, LLC | 5,182 | $1.45M | 0.32% | +530+11.4% | Added |
| Pallas Capital Advisors LLC | 5,194 | $1.45M | 0.05% | −372−6.7% | Reduced |
| Sumitomo Life Insurance Co | 5,201 | $1.45M | 0.05% | −156−2.9% | Reduced |
| Magnetar Financial LLC | 5,251 | $1.47M | 0.01% | +3,959+306.4% | Added |
| Glenview Trust Co | 5,258 | $1.47M | 0.02% | −6−0.1% | Reduced |
| Roundview Capital LLC | 5,265 | $1.47M | 0.09% | +20.0% | Added |
| Plimoth Trust Co LLC | 5,289 | $1.48M | 0.33% | +20.0% | Added |
| NorthRock Partners, LLC | 5,350 | $1.49M | 0.03% | +1,498+38.9% | Added |
| Lowe Brockenbrough & Co Inc | 5,398 | $1.51M | 0.08% | −13−0.2% | Reduced |
| Arvest Investments, Inc. | 5,414 | $1.51M | 0.22% | −73−1.3% | Reduced |
| Trust Co of Vermont | 5,426 | $1.52M | 0.07% | −216−3.8% | Reduced |
| Elmwood Wealth Management, Inc. | 5,428 | $1.52M | 0.54% | −35−0.6% | Reduced |
| Coldstream Capital Management Inc | 5,482 | $1.53M | 0.02% | +542+11.0% | Added |
| Academy Capital Management Inc | 5,500 | $1.54M | 0.22% | −917−14.3% | Reduced |
| Warren Averett Asset Management, LLC | 5,509 | $1.54M | 0.02% | +490+9.8% | Added |
| Wealth Alliance | 5,537 | $1.55M | 0.16% | −145−2.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,543 | $1.55M | 0.08% | +754+15.7% | Added |
| Dynamic Advisor Solutions LLC | 5,553 | $1.55M | 0.04% | +278+5.3% | Added |
| HighMark Wealth Management LLC | 5,576 | $1.56M | 0.69% | +4+0.1% | Added |
| Cornercap Investment Counsel Inc | 5,593 | $1.56M | 0.78% | −90−1.6% | Reduced |
| Kathmere Capital Management, LLC | 5,594 | $1.56M | 0.11% | −385−6.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 5,646 | $1.58M | 0.04% | −4,955−46.7% | Reduced |
| Phoenix Holdings Ltd. | 5,695 | $1.59M | 0.02% | +2,245+65.1% | Added |
| Mount Yale Investment Advisors, LLC | 5,707 | $1.59M | 0.11% | +3,846+206.7% | Added |
| Corsicana & Co. | 5,709 | $1.59M | 0.90% | +5,709 | New |
| Summit Trail Advisors, LLC | 5,758 | $1.61M | 0.02% | +2,131+58.8% | Added |
| MB, Levis & Associates, LLC | 5,761 | $1.61M | 0.70% | −389−6.3% | Reduced |
| Gen-Wealth Partners Inc | 5,782 | $1.61M | 0.55% | +489+9.2% | Added |
| Groupama Asset Managment | 5,783 | $1.61M | 0.02% | +5,783 | New |
| Meeder Advisory Services, Inc. | 5,850 | $1.63M | 0.08% | −33−0.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 5,877 | $1.64M | 0.08% | −1,595−21.3% | Reduced |
| Massmutual Trust Co FSB | 5,877 | $1.64M | 0.04% | +4,212+253.0% | Added |
| Benjamin Edwards Inc | 5,894 | $1.65M | 0.02% | −712−10.8% | Reduced |
| Pensionfund Sabic | 5,900 | $1.65M | 0.45% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 5,927 | $1.65M | 0.03% | 00.0% | Unchanged |
| South Dakota Investment Council | 5,930 | $1.66M | 0.03% | −1,100−15.6% | Reduced |
| NJ State Employees Deferred Compensation Plan | 5,943 | $1.66M | 0.18% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 5,950 | $1.66M | 0.11% | −199−3.2% | Reduced |
| SlateStone Wealth, LLC | 5,994 | $1.67M | 0.14% | +193+3.3% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,007 | $1.68M | 0.03% | −184−3.0% | Reduced |
| Claro Advisors LLC | 6,022 | $1.68M | 0.25% | −87−1.4% | Reduced |
| Capula Management Ltd | 6,027 | $1.68M | 0.01% | +6,027 | New |
| Sciencast Management LP | 6,034 | $1.68M | 0.32% | +6,034 | New |
| Farringdon Capital, Ltd. | 6,048 | $1.69M | 0.43% | +5,039+499.4% | Added |
| Aster Capital Management (DIFC) Ltd | 6,061 | $1.69M | 0.85% | +5,589+1,184.1% | Added |
| MUFG Securities Americas Inc. | 6,072 | $1.70M | 0.11% | +1,051+20.9% | Added |
| Moody National Bank Trust Division | 6,073 | $1.70M | 0.14% | −280−4.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 6,080 | $1.70M | 0.04% | −30.0% | Reduced |
| Farther Finance Advisors, LLC | 6,107 | $1.71M | 0.03% | +2,621+75.2% | Added |
| Vaughan David Investments LLC | 6,109 | $1.71M | 0.04% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 6,153 | $1.72M | 0.03% | +776+14.4% | Added |
| Cornerstone Advisors, LLC | 6,200 | $1.73M | 0.06% | −3,000−32.6% | Reduced |
| Kestra Private Wealth Services, LLC | 6,213 | $1.73M | 0.02% | +360+6.2% | Added |
| LRI Investments, LLC | 6,261 | $1.75M | 0.14% | +49+0.8% | Added |
| Brighton Jones LLC | 6,269 | $1.75M | 0.04% | +1,533+32.4% | Added |
| Fiduciary Trust Co | 6,287 | $1.76M | 0.02% | +242+4.0% | Added |
| Paragon Capital Management Inc | 6,296 | $1.76M | 1.32% | −253−3.9% | Reduced |
| PYA Waltman Capital, LLC | 6,333 | $1.77M | 0.47% | +197+3.2% | Added |
| AIA Group Ltd | 6,351 | $1.77M | 0.03% | +6,351 | New |
| Ames National Corp | 6,387 | $1.78M | 1.06% | −20−0.3% | Reduced |
| Dakota Wealth Management | 6,396 | $1.79M | 0.04% | −896−12.3% | Reduced |
| IHT Wealth Management, LLC | 6,419 | $1.79M | 0.05% | −58−0.9% | Reduced |
| BSW Wealth Partners | 6,434 | $1.80M | 0.22% | −215−3.2% | Reduced |
| TD Private Client Wealth LLC | 6,462 | $1.80M | 0.04% | −71−1.1% | Reduced |
| Quadrant Capital Group LLC | 6,478 | $1.81M | 0.06% | 00.0% | Unchanged |
| Resources Management Corp | 6,493 | $1.81M | 0.23% | −53−0.8% | Reduced |
| HighPoint Advisor Group LLC | 6,510 | $1.82M | 0.09% | −174−2.6% | Reduced |
| Ballast, Inc. | 6,548 | $1.83M | 0.45% | −86−1.3% | Reduced |
| Belpointe Asset Management LLC | 6,548 | $1.83M | 0.07% | +1,118+20.6% | Added |
| DAGCO, Inc. | 6,552 | $1.83M | 0.46% | +30.0% | Added |
| Aptus Capital Advisors, LLC | 6,570 | $1.83M | 0.02% | −415−5.9% | Reduced |
| Agate Pass Investment Management, LLC | 6,575 | $1.84M | 0.70% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 6,602 | $1.84M | 0.07% | −415−5.9% | Reduced |
| Tevis Investment Management | 6,605 | $1.84M | 1.11% | +10+0.2% | Added |
| Muhlenkamp & Co Inc | 6,627 | $1.85M | 0.50% | −21−0.3% | Reduced |
| Northern Financial Advisors Inc | 6,633 | $1.85M | 0.97% | −66−1.0% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 6,666 | $1.86M | 0.03% | −18,451−73.5% | Reduced |
| Clearstead Advisors, LLC | 6,730 | $1.88M | 0.03% | −421−5.9% | Reduced |
| Beacon Financial Group | 6,741 | $1.88M | 0.19% | −57−0.8% | Reduced |
| Landscape Capital Management, L.L.C. | 6,783 | $1.89M | 0.12% | +3,536+108.9% | Added |
| Tokio Marine Asset Management Co Ltd | 6,800 | $1.90M | 0.07% | +25+0.4% | Added |
| Inceptionr LLC | 6,805 | $1.90M | 0.46% | +4,454+189.5% | Added |