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 |
|---|---|---|---|---|---|
| Brown, Lisle/Cummings, Inc. | 321 | $89.5K | 0.02% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 335 | $93.6K | 0.03% | 00.0% | Unchanged |
| CKW Financial Group | 344 | $95.0K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 341 | $95.2K | 0.04% | +5+1.5% | Added |
| Leonteq Securities AG | 345 | $96.3K | 0.01% | +16+4.9% | Added |
| JPL Wealth Management, LLC | 347 | $96.9K | 0.02% | +347 | New |
| First Financial Corp | 351 | $98.0K | 0.04% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 351 | $98.1K | 0.01% | −740−67.8% | Reduced |
| Financial Life Planners | 357 | $99.7K | 0.07% | +357 | New |
| First United Bank Trust | 359 | $100.2K | 0.03% | 00.0% | Unchanged |
| Crewe Advisors LLC | 367 | $102.5K | 0.01% | +57+18.4% | Added |
| Financial Consulate, Inc | 367 | $102.5K | 0.01% | +367 | New |
| Caitong International Asset Management Co., Ltd | 375 | $104.7K | 0.07% | +375 | New |
| Financial Perspectives, Inc | 380 | $106.1K | 0.03% | +90+31.0% | Added |
| Motco | 387 | $108.1K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 403 | $112.6K | 0.01% | +63+18.5% | Added |
| True Wealth Design, LLC | 414 | $115.7K | 0.04% | +182+78.4% | Added |
| Strategic Wealth Partners, Ltd. | 415 | $115.9K | 0.01% | −379−47.7% | Reduced |
| Trifecta Capital Advisors, LLC | 422 | $117.8K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 423 | $118.1K | 0.05% | −104−19.7% | Reduced |
| Golden State Wealth Management, LLC | 427 | $119.2K | 0.01% | +308+258.8% | Added |
| Abich Financial Wealth Management LLC | 432 | $120.6K | 0.04% | +432 | New |
| Catalyst Capital Advisors LLC | 434 | $121.2K | 0.00% | −19−4.2% | Reduced |
| SG Americas Securities, LLC | 436 | $122.0K | 0.00% | −2,717−86.2% | Reduced |
| TCTC Holdings, LLC | 437 | $122.0K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 456 | $127.2K | 0.10% | +10+2.2% | Added |
| Financial Freedom, LLC | 465 | $129.8K | 0.06% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 548 | $130.2K | 0.00% | +548 | New |
| S.A. Mason LLC | 474 | $132.3K | 0.06% | 00.0% | Unchanged |
| Addison Advisors LLC | 488 | $136.3K | 0.03% | −39−7.4% | Reduced |
| CVA Family Office, LLC | 494 | $137.9K | 0.02% | −2−0.4% | Reduced |
| Tanglewood Legacy Advisors, LLC | 500 | $139.6K | 0.05% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 500 | $139.6K | 0.08% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 500 | $139.6K | 0.00% | 00.0% | Unchanged |
| Munich Reinsurance Co Stock Corp in Munich | 506 | $141.3K | 0.00% | +506 | New |
| Indiana Trust & Investment Management CO | 507 | $141.6K | 0.04% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 515 | $143.8K | 0.04% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 523 | $146.2K | 0.08% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 530 | $148.0K | 0.01% | −1−0.2% | Reduced |
| City Holding Co | 536 | $149.7K | 0.02% | +65+13.8% | Added |
| CGC Financial Services, LLC | 536 | $149.7K | 0.04% | 00.0% | Unchanged |
| Hemington Wealth Management | 538 | $150.0K | 0.02% | +18+3.5% | Added |
| Beaird Harris Wealth Management, LLC | 538 | $150.2K | 0.01% | +4+0.7% | Added |
| Versant Capital Management, Inc | 540 | $150.8K | 0.02% | +106+24.4% | Added |
| Prestige Wealth Management Group LLC | 555 | $155.0K | 0.03% | −3−0.5% | Reduced |
| Sentry Investment Management LLC | 558 | $158.0K | 0.11% | −102−15.5% | Reduced |
| Estabrook Capital Management | 566 | $158.0K | 0.02% | −5−0.9% | Reduced |
| Tompkins Financial Corp | 573 | $160.0K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 589 | $164.5K | 0.12% | −11−1.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 596 | $166.4K | 0.02% | −25−4.0% | Reduced |
| Spurstone Advisory Services, LLC | 596 | $166.4K | 2.39% | 00.0% | Unchanged |
| Hilltop National Bank | 612 | $170.9K | 0.04% | +200+48.5% | Added |
| Oakworth Capital, Inc. | 613 | $171.2K | 0.01% | −627−50.6% | Reduced |
| Onefund, LLC | 619 | $172.8K | 0.11% | +21+3.5% | Added |
| Jackson, Grant Investment Advisers, Inc. | 622 | $173.7K | 0.06% | +1+0.2% | Added |
| Dougherty Wealth Advisers LLC | 628 | $175.3K | 0.11% | 00.0% | Unchanged |
| Adirondack Trust Co | 630 | $175.9K | 0.06% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 631 | $176.2K | 0.09% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 659 | $184.0K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 671 | $187.4K | 0.05% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 700 | $188.4K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 676 | $188.8K | 0.11% | +17+2.6% | Added |
| Fairscale Capital, LLC | 679 | $189.6K | 0.13% | 00.0% | Unchanged |
| Grove Bank & Trust | 695 | $194.1K | 0.02% | −58−7.7% | Reduced |
| Walleye Trading LLC | 706 | $197.1K | 0.00% | −4,145−85.4% | Reduced |
| Generali Investments, Management Co LLC | 710 | $198.2K | 0.04% | −230−24.5% | Reduced |
| Change Path, LLC | 717 | $200.2K | 0.00% | +717 | New |
| Alteri Wealth LLC | 724 | $202.1K | 0.07% | +724 | New |
| WealthTrust Axiom LLC | 724 | $202.2K | 0.05% | +724 | New |
| Lodestar Private Asset Management LLC | 727 | $203.0K | 0.02% | −35−4.6% | Reduced |
| Douglas Lane & Associates, LLC | 728 | $203.1K | 0.00% | +728 | New |
| MTM Investment Management, LLC | 732 | $204.4K | 0.06% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 733 | $204.7K | 0.02% | −240−24.7% | Reduced |
| Tranquility Partners, LLC | 734 | $204.9K | 0.07% | +734 | New |
| Allegheny Financial Group LTD | 740 | $206.7K | 0.04% | +740 | New |
| Parisi Gray Wealth Management | 742 | $207.2K | 0.05% | +742 | New |
| Field & Main Bank | 743 | $207.5K | 0.06% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 745 | $208.0K | 0.05% | +745 | New |
| Sapient Capital LLC | 754 | $208.5K | 0.00% | −2−0.3% | Reduced |
| Covestor Ltd | 748 | $209.0K | 0.12% | +223+42.5% | Added |
| BankPlus Trust Department | 750 | $209.4K | 0.06% | +750 | New |
| SBI Securities Co., Ltd. | 751 | $209.7K | 0.01% | +422+128.3% | Added |
| Heritage Financial Services, LLC | 752 | $210.0K | 0.02% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 753 | $210.3K | 0.04% | +1+0.1% | Added |
| IVC Wealth Advisors LLC | 753 | $210.3K | 0.09% | +753 | New |
| Blalock Williams, LLC | 753 | $210.3K | 0.18% | +753 | New |
| Catalina Capital Group, LLC | 754 | $210.5K | 0.13% | −4−0.5% | Reduced |
| Courage Miller Partners, LLC | 755 | $210.8K | 0.06% | 00.0% | Unchanged |
| Vicus Capital | 755 | $210.8K | 0.02% | +755 | New |
| Pettyjohn, Wood & White, Inc | 757 | $211.4K | 0.03% | +757 | New |
| Signature Wealth Management Partners, LLC | 763 | $213.0K | 0.11% | +13+1.7% | Added |
| JGP Wealth Management, LLC | 763 | $213.7K | 0.02% | +763 | New |
| Cassaday & Co Wealth Management LLC | 766 | $213.8K | 0.00% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 767 | $214.2K | 0.03% | −30−3.8% | Reduced |
| Exchange Bank | 773 | $215.8K | 0.15% | −17−2.2% | Reduced |
| Emerald Advisors, LLC | 775 | $216.3K | 0.03% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 776 | $216.7K | 0.05% | −1−0.1% | Reduced |
| MRP Capital Investments, LLC | 810 | $216.7K | 0.19% | +810 | New |
| Oarsman Capital, Inc. | 777 | $217.0K | 0.03% | 00.0% | Unchanged |
| AIMZ Investment Advisors, LLC | 778 | $217.2K | 0.07% | 00.0% | Unchanged |