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 |
|---|---|---|---|---|---|
| Solstein Capital, LLC | 81 | $22.6K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 82 | $22.9K | 0.00% | −118−59.0% | Reduced |
| Armstrong Advisory Group, Inc | 83 | $23.2K | 0.00% | +39+88.6% | Added |
| Creative Financial Designs Inc | 84 | $23.5K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 85 | $23.7K | 0.00% | +3+3.7% | Added |
| Mascoma Wealth Management LLC | 86 | $24.0K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 87 | $24.3K | 0.05% | −929−91.4% | Reduced |
| FSA Wealth Management LLC | 90 | $25.1K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 91 | $25.3K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 91 | $25.3K | 0.01% | +1+1.1% | Added |
| Osterweis Capital Management Inc | 96 | $26.8K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 96 | $26.8K | 0.03% | +55+134.1% | Added |
| Lavaca Capital LLC | 100 | $27.9K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 100 | $27.9K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 100 | $27.9K | 0.02% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 100 | $27.9K | 0.01% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 100 | $27.9K | 0.01% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 100 | $27.9K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 100 | $27.9K | 0.01% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 100 | $27.9K | 0.02% | +100 | New |
| Quaker Wealth Management, LLC | 103 | $28.8K | 0.01% | −1−1.0% | Reduced |
| Luken Investment Analytics, LLC | 106 | $29.6K | 0.01% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 109 | $30.4K | 0.01% | +9+9.0% | Added |
| New England Capital Financial Advisors LLC | 110 | $30.7K | 0.01% | 00.0% | Unchanged |
| YANKCOM Partnership | 113 | $31.6K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 119 | $33.4K | 0.01% | +47+65.3% | Added |
| Nalls Sherbakoff Group, LLC | 120 | $33.5K | 0.02% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 125 | $34.9K | 0.05% | +14+12.6% | Added |
| Hughes Financial Services, LLC | 126 | $35.6K | 0.01% | +3+2.4% | Added |
| Harbor Asset Planning, Inc. | 130 | $36.3K | 0.03% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 137 | $37.6K | 0.00% | −80−36.9% | Reduced |
| Millstone Evans Group, LLC | 137 | $38.3K | 0.02% | 00.0% | Unchanged |
| American National Bank | 138 | $38.5K | 0.00% | −300−68.5% | Reduced |
| BOK Financial Private Wealth, Inc. | 139 | $38.8K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 140 | $39.1K | 0.01% | +24+20.7% | Added |
| Rise Advisors, LLC | 143 | $40.0K | 0.01% | +7+5.1% | Added |
| Trust Co | 144 | $40.2K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 145 | $40.4K | 0.00% | +2+1.4% | Added |
| Fortitude Family Office, LLC | 145 | $40.5K | 0.01% | +4+2.8% | Added |
| GW&K Investment Management, LLC | 147 | $41.0K | 0.00% | +18+14.0% | Added |
| American Capital Advisory, LLC | 148 | $41.3K | 0.02% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 149 | $41.7K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 150 | $41.9K | 0.00% | −88−37.0% | Reduced |
| Wellington Shields Capital Management, LLC | 150 | $41.9K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 150 | $41.9K | 0.02% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 151 | $42.2K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 151 | $42.2K | 0.01% | +151 | New |
| Arlington Trust Co LLC | 152 | $42.4K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 160 | $44.7K | 0.00% | +47+41.6% | Added |
| Fourth Dimension Wealth, LLC | 165 | $46.1K | 0.02% | 00.0% | Unchanged |
| Park Place Capital Corp | 165 | $46.1K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 170 | $47.0K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 171 | $47.7K | 0.01% | 00.0% | Unchanged |
| Kennebec Savings Bank | 179 | $50.0K | 0.05% | −65−26.6% | Reduced |
| West Branch Capital LLC | 179 | $50.0K | 0.01% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 181 | $50.5K | 0.00% | −26−12.6% | Reduced |
| Asset Planning,Inc | 183 | $51.1K | 0.04% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 185 | $51.7K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 191 | $53.3K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 191 | $53.4K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 196 | $54.0K | 0.02% | +1+0.5% | Added |
| Heritage Wealth Advisors | 197 | $55.0K | 0.00% | −10−4.8% | Reduced |
| Knights of Columbus Asset Advisors LLC | 200 | $55.8K | 0.00% | 00.0% | Unchanged |
| Pandora Wealth, Inc. | 200 | $55.8K | 0.03% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 200 | $55.8K | 0.04% | +200 | New |
| Vestor Capital, LLC | 200 | $56.0K | 0.00% | −1,446−87.8% | Reduced |
| Private Wealth Management Group, LLC | 205 | $57.2K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 207 | $57.7K | 0.00% | +1+0.5% | Added |
| Wealth Watch Advisors, INC | 211 | $58.9K | 0.02% | +211 | New |
| Wolff Wiese Magana LLC | 212 | $59.2K | 0.03% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 212 | $59.2K | 0.00% | +8+3.9% | Added |
| TruNorth Capital Management, LLC | 214 | $59.8K | 0.01% | +138+181.6% | Added |
| Walleye Capital LLC | 215 | $60.0K | 0.00% | −8,867−97.6% | Reduced |
| Piscataqua Savings Bank | 218 | $60.9K | 0.05% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 221 | $61.7K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 225 | $62.8K | 0.00% | +50+28.6% | Added |
| Sit Investment Associates Inc | 226 | $63.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 225 | $64.0K | 0.01% | +149+196.1% | Added |
| Bell Investment Advisors, Inc | 230 | $64.2K | 0.01% | −91−28.3% | Reduced |
| Sarver Vrooman Wealth Advisors | 234 | $65.3K | 0.04% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 241 | $67.3K | 0.01% | +70+40.9% | Added |
| Independence Bank of Kentucky | 247 | $69.0K | 0.01% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 250 | $69.8K | 0.03% | 00.0% | Unchanged |
| Monetary Management Group Inc | 251 | $70.1K | 0.02% | 00.0% | Unchanged |
| Main Street Group, LTD | 254 | $70.9K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 260 | $72.6K | 0.02% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 261 | $72.9K | 0.05% | 00.0% | Unchanged |
| WPG Advisers, LLC | 269 | $75.1K | 0.06% | +1+0.4% | Added |
| Princeton Global Asset Management LLC | 278 | $77.6K | 0.01% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 278 | $77.6K | 0.02% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 279 | $77.9K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 282 | $78.5K | 0.01% | +65+30.0% | Added |
| Coastline Trust Co | 285 | $79.6K | 0.01% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 295 | $82.4K | 0.06% | 00.0% | Unchanged |
| Bangor Savings Bank | 301 | $84.0K | 0.01% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 308 | $86.0K | 0.06% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 308 | $86.0K | 0.01% | −2−0.6% | Reduced |
| Peoples Financial Services Corp. | 309 | $86.3K | 0.04% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 309 | $86.3K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 322 | $89.3K | 0.03% | 00.0% | Unchanged |