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
- 1,680
- +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
- 568 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 |
|---|---|---|---|---|---|
| New Mexico Educational Retirement Board | 10,278 | $2.87M | 0.09% | −300−2.8% | Reduced |
| Eagle Rock Investment Company, LLC | 10,366 | $2.89M | 0.43% | −10−0.1% | Reduced |
| Levin Capital Strategies, L.P. | 10,433 | $2.91M | 0.27% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 10,547 | $2.94M | 0.04% | +383+3.8% | Added |
| Peddock Capital Advisors, LLC | 10,583 | $2.95M | 0.64% | −295−2.7% | Reduced |
| Atlantic Union Bankshares Corp | 10,667 | $2.98M | 0.06% | +18+0.2% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 10,730 | $3.00M | 0.85% | +299+2.9% | Added |
| LRT Capital Management, LLC | 10,758 | $3.00M | 1.99% | +10,758 | New |
| Securian Asset Management, Inc | 10,820 | $3.02M | 0.08% | −1,024−8.6% | Reduced |
| J.W. Cole Advisors, Inc. | 10,920 | $3.05M | 0.06% | −219−2.0% | Reduced |
| Pinnacle Financial Partners Inc | 11,141 | $3.11M | 0.07% | −10.0% | Reduced |
| Maryland State Retirement & Pension System | 11,153 | $3.11M | 0.07% | +165+1.5% | Added |
| Nuance Investments, LLC | 11,156 | $3.11M | 0.32% | +11,156 | New |
| Bessemer Group Inc | 11,284 | $3.15M | 0.00% | +333+3.0% | Added |
| Gulf International Bank (UK) Ltd | 11,291 | $3.15M | 0.10% | −199−1.7% | Reduced |
| Burney Co | 11,328 | $3.16M | 0.10% | −86−0.8% | Reduced |
| Kinneret Advisory, LLC | 11,388 | $3.18M | 0.27% | −51−0.4% | Reduced |
| Compass Wealth Management LLC | 11,624 | $3.25M | 0.72% | −25−0.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 11,709 | $3.27M | 0.12% | +326+2.9% | Added |
| Louisiana State Employees Retirement System | 11,800 | $3.29M | 0.06% | −200−1.7% | Reduced |
| Fulton Bank, N.A. | 11,803 | $3.30M | 0.12% | −606−4.9% | Reduced |
| Diversified Trust Co | 11,908 | $3.32M | 0.07% | −1,356−10.2% | Reduced |
| Agf Management Ltd | 11,955 | $3.34M | 0.01% | +969+8.8% | Added |
| Delta Financial Advisors LLC | 11,957 | $3.34M | 0.94% | −51−0.4% | Reduced |
| Ballentine Partners, LLC | 12,153 | $3.39M | 0.05% | −473−3.7% | Reduced |
| D.A. Davidson & Co. | 12,159 | $3.40M | 0.02% | +56+0.5% | Added |
| Vestmark Advisory Solutions, Inc. | 12,331 | $3.44M | 0.07% | +2,844+30.0% | Added |
| Acropolis Investment Management, LLC | 12,993 | $3.48M | 0.18% | +1,302+11.1% | Added |
| Patton Albertson Miller Group, LLC | 12,469 | $3.48M | 0.42% | −1,979−13.7% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 12,483 | $3.49M | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 12,495 | $3.49M | 0.00% | +12,495 | New |
| Garner Asset Management Corp | 12,667 | $3.54M | 1.43% | +1,899+17.6% | Added |
| Carnegie Capital Asset Management, LLC | 12,741 | $3.56M | 0.07% | −839−6.2% | Reduced |
| Hancock Whitney Corp | 12,947 | $3.62M | 0.07% | +16+0.1% | Added |
| Icon Wealth Advisors, LLC | 13,020 | $3.64M | 0.25% | −223−1.7% | Reduced |
| Voleon Capital Management LP | 13,087 | $3.65M | 0.09% | +11,342+650.0% | Added |
| Metis Global Partners, LLC | 13,092 | $3.66M | 0.09% | +2,007+18.1% | Added |
| William B. Walkup & Associates, Inc. | 13,134 | $3.67M | 1.96% | −50.0% | Reduced |
| Rossmore Private Capital | 13,190 | $3.68M | 0.40% | −20.0% | Reduced |
| Hartford Investment Management Co | 13,250 | $3.70M | 0.11% | −463−3.4% | Reduced |
| Osborne Partners Capital Management, LLC | 13,322 | $3.72M | 0.19% | −1,535−10.3% | Reduced |
| New Age Alpha Advisors, LLC | 13,323 | $3.72M | 0.16% | −191−1.4% | Reduced |
| Banque Cantonale Vaudoise | 13,413 | $3.75M | 0.14% | +2,222+19.9% | Added |
| Lincoln Capital LLC | 13,195 | $3.75M | 0.70% | −1,337−9.2% | Reduced |
| Tower Bridge Advisors | 13,461 | $3.76M | 0.38% | +298+2.3% | Added |
| 1832 Asset Management L.P. | 13,513 | $3.77M | 0.01% | +4,884+56.6% | Added |
| iA Global Asset Management Inc. | 13,556 | $3.79M | 0.05% | +3,702+37.6% | Added |
| Erste Asset Management GmbH | 13,749 | $3.80M | 0.04% | −8,614−38.5% | Reduced |
| Buckingham Strategic Partners | 13,633 | $3.83M | 0.04% | +3,980+41.2% | Added |
| Tower Research Capital LLC (TRC) | 13,794 | $3.85M | 0.11% | +4,082+42.0% | Added |
| Sterling Capital Management LLC | 13,832 | $3.86M | 0.06% | +1,043+8.2% | Added |
| 1st Source Bank | 14,055 | $3.92M | 0.21% | −512−3.5% | Reduced |
| Advisory Services Network, LLC | 14,119 | $3.94M | 0.06% | +81+0.6% | Added |
| Kingsview Wealth Management, LLC | 14,129 | $3.95M | 0.06% | +299+2.2% | Added |
| Kentucky Retirement Systems | 14,194 | $3.96M | 0.11% | −295−2.0% | Reduced |
| Savant Capital, LLC | 14,307 | $3.99M | 0.02% | +1,081+8.2% | Added |
| Wakefield Asset Management LLLP | 14,323 | $4.00M | 1.09% | +224+1.6% | Added |
| BKD Wealth Advisors, LLC | 14,324 | $4.00M | 0.08% | −451−3.1% | Reduced |
| Financial Advisory Service, Inc. | 14,499 | $4.05M | 0.27% | +639+4.6% | Added |
| Baker Avenue Asset Management, LP | 14,572 | $4.07M | 0.10% | +342+2.4% | Added |
| Lido Advisors, LLC | 14,695 | $4.10M | 0.02% | +2,363+19.2% | Added |
| Asset Dedication, LLC | 14,717 | $4.11M | 0.28% | −915−5.9% | Reduced |
| Vident Advisory, LLC | 14,854 | $4.15M | 0.04% | +8,459+132.3% | Added |
| Romano Brothers and Company | 14,895 | $4.15M | 0.47% | +1,360+10.0% | Added |
| Brinker Capital Investments, LLC | 14,947 | $4.17M | 0.03% | −2,941−16.4% | Reduced |
| CAPROCK Group, Inc. | 15,398 | $4.18M | 0.10% | +15,398 | New |
| Lombard Odier Asset Management (Switzerland) SA | 14,983 | $4.18M | 0.19% | +2,000+15.4% | Added |
| Nearwater Capital Markets, Ltd | 15,000 | $4.19M | 0.06% | 00.0% | Unchanged |
| IFP Advisors, Inc | 15,008 | $4.19M | 0.11% | +1,117+8.0% | Added |
| RSM US Wealth Management LLC | 15,043 | $4.20M | 0.05% | −14−0.1% | Reduced |
| Slow Capital, Inc. | 15,152 | $4.23M | 0.50% | −227−1.5% | Reduced |
| ING Groep NV | 15,182 | $4.24M | 0.02% | −413−2.6% | Reduced |
| NewEdge Wealth, LLC | 15,596 | $4.31M | 0.06% | +2,945+23.3% | Added |
| Unison Advisors LLC | 15,505 | $4.33M | 0.40% | +64+0.4% | Added |
| Park Avenue Securities LLC | 15,577 | $4.35M | 0.03% | +628+4.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 15,644 | $4.36M | 0.03% | +1,678+12.0% | Added |
| GLOBALT Investments LLC | 15,643 | $4.37M | 0.16% | −249−1.6% | Reduced |
| Prospera Financial Services Inc | 15,717 | $4.39M | 0.07% | +86+0.6% | Added |
| Edgestream Partners, L.P. | 15,749 | $4.40M | 0.13% | +15,749 | New |
| Susquehanna Fundamental Investments, LLC | 15,837 | $4.42M | 0.17% | +9,837+164.0% | Added |
| Principle Wealth Partners LLC | 15,927 | $4.45M | 0.26% | +550+3.6% | Added |
| Mizuho Securities USA LLC | 16,397 | $4.45M | 0.09% | +733+4.7% | Added |
| Omers Administration Corp | 15,984 | $4.46M | 0.03% | 00.0% | Unchanged |
| Applied Capital LLC | 16,096 | $4.49M | 3.21% | 00.0% | Unchanged |
| Argent Trust Co | 16,207 | $4.53M | 0.16% | −900−5.3% | Reduced |
| Empire Financial Management Company, LLC | 16,215 | $4.53M | 1.04% | +329+2.1% | Added |
| Alps Advisors Inc | 16,335 | $4.56M | 0.03% | +16,335 | New |
| Leuthold Group, LLC | 16,466 | $4.60M | 0.50% | +559+3.5% | Added |
| Avanza Fonder AB | 16,552 | $4.62M | 0.12% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 16,611 | $4.64M | 0.04% | +923+5.9% | Added |
| Hallmark Capital Management Inc | 16,689 | $4.66M | 0.31% | +324+2.0% | Added |
| Sawyer & Company, Inc | 17,556 | $4.70M | 1.77% | +1,096+6.7% | Added |
| Bokf, NA | 16,858 | $4.71M | 0.07% | +10,097+149.3% | Added |
| Elevate Capital Advisors, LLC | 17,276 | $4.82M | 3.36% | −226−1.3% | Reduced |
| Lee Danner & Bass Inc | 17,371 | $4.85M | 0.35% | −62−0.4% | Reduced |
| Arjuna Capital | 17,511 | $4.89M | 1.22% | −151−0.9% | Reduced |
| Siemens Fonds Invest GmbH | 17,705 | $4.94M | 0.27% | +2,778+18.6% | Added |
| Teachers Retirement System of the State of Kentucky | 17,796 | $4.97M | 0.04% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 17,991 | $5.02M | 0.08% | −619−3.3% | Reduced |
| Railway Pension Investments Ltd | 18,000 | $5.03M | 0.07% | 00.0% | Unchanged |