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 |
|---|---|---|---|---|---|
| Payne Capital Management, LLC | 778 | $217.2K | 0.07% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 779 | $217.5K | 0.09% | +52+7.2% | Added |
| Bell Bank | 780 | $217.8K | 0.01% | +780 | New |
| Apella Capital, LLC | 834 | $218.3K | 0.00% | +834 | New |
| Wayfinding Financial, LLC | 787 | $219.0K | 0.09% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 785 | $219.2K | 0.03% | +9+1.2% | Added |
| New England Research & Management, Inc. | 787 | $219.7K | 0.10% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 791 | $220.1K | 0.05% | +4+0.5% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 790 | $220.6K | 0.38% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 791 | $220.8K | 0.03% | 00.0% | Unchanged |
| ORG Partners LLC | 791 | $220.9K | 0.04% | +15+1.9% | Added |
| Investors Research Corp | 791 | $220.9K | 0.04% | 00.0% | Unchanged |
| Asset Allocation & Management Company, LLC | 790 | $221.0K | 0.09% | 00.0% | Unchanged |
| Pflug Koory, LLC | 792 | $221.1K | 0.10% | −25−3.1% | Reduced |
| Salem Investment Counselors Inc | 794 | $221.7K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 794 | $221.7K | 0.09% | 00.0% | Unchanged |
| von Borstel & Associates, Inc. | 787 | $222.0K | 0.03% | +787 | New |
| American Trust | 797 | $222.5K | 0.02% | +797 | New |
| Barnes Wealth Management Group, Inc | 799 | $223.1K | 0.12% | +15+1.9% | Added |
| Security National Bank of So Dak | 800 | $223.4K | 0.11% | 00.0% | Unchanged |
| Logan Capital Management Inc | 800 | $223.4K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 800 | $223.4K | 0.17% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 804 | $224.4K | 0.01% | −14−1.7% | Reduced |
| Optas, LLC | 804 | $224.5K | 0.04% | +804 | New |
| Peachtree Investment Partners, LLC | 807 | $225.3K | 0.08% | −310−27.8% | Reduced |
| Revolve Wealth Partners, LLC | 808 | $225.6K | 0.03% | −54−6.3% | Reduced |
| Penserra Capital Management LLC | 812 | $226.0K | 0.00% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 812 | $226.7K | 0.13% | 00.0% | Unchanged |
| Horizons Wealth Management | 812 | $226.7K | 0.16% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 813 | $226.9K | 0.02% | +5+0.6% | Added |
| Becker Capital Management Inc | 813 | $227.0K | 0.01% | +813 | New |
| Cahill Financial Advisors Inc | 814 | $227.2K | 0.03% | +12+1.5% | Added |
| First Financial Bank - Trust Division | 814 | $227.3K | 0.02% | −19−2.3% | Reduced |
| Full Sail Capital, LLC | 817 | $228.1K | 0.01% | +817 | New |
| McAdam, LLC | 818 | $228.4K | 0.01% | +27+3.4% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 819 | $228.7K | 0.08% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 823 | $229.8K | 0.02% | +823 | New |
| PEAK6 LLC | 825 | $230.2K | 0.01% | −1,796−68.5% | Reduced |
| Carr Financial Group Corp | 829 | $231.5K | 0.06% | −167−16.8% | Reduced |
| Root Financial Partners, LLC | 830 | $231.7K | 0.01% | +830 | New |
| FourThought Financial Partners, LLC | 830 | $231.8K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 831 | $232.0K | 0.04% | +1+0.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 831 | $232.0K | 0.05% | −55−6.2% | Reduced |
| Milestone Asset Management Group, LLC | 834 | $232.8K | 0.15% | +4+0.5% | Added |
| Founders Financial Alliance, LLC | 835 | $233.1K | 0.04% | +835 | New |
| Fairfield, Bush & Co. | 836 | $233.4K | 0.12% | 00.0% | Unchanged |
| Central Valley Advisors, LLC | 836 | $233.5K | 0.07% | +1+0.1% | Added |
| Paces Ferry Wealth Advisors, LLC | 838 | $234.0K | 0.10% | −1−0.1% | Reduced |
| Sloy Dahl & Holst, LLC | 839 | $234.3K | 0.02% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 852 | $235.6K | 0.02% | −138−13.9% | Reduced |
| Financial Advisory Corp | 844 | $236.0K | 0.07% | 00.0% | Unchanged |
| D L Carlson Investment Group Inc | 846 | $236.2K | 0.04% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 847 | $236.5K | 0.11% | −133−13.6% | Reduced |
| Berman McAleer LLC | 848 | $236.8K | 0.03% | +848 | New |
| Ridgecrest Wealth Partners, LLC | 849 | $237.1K | 0.11% | 00.0% | Unchanged |
| First Affirmative Financial Network | 851 | $237.7K | 0.11% | −20−2.3% | Reduced |
| Fiera Capital Corp | 856 | $239.0K | 0.00% | +5+0.6% | Added |
| MEMBERS Trust Co | 858 | $239.6K | 0.01% | +6+0.7% | Added |
| bLong Financial, LLC | 860 | $240.1K | 0.17% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 861 | $241.1K | 0.07% | −307−26.3% | Reduced |
| Intrua Financial, LLC | 864 | $241.2K | 0.03% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 904 | $242.0K | 0.01% | +904 | New |
| Valtinson Bruner Financial Planning LLC | 869 | $242.6K | 0.07% | +1+0.1% | Added |
| Washington Trust Co | 869 | $242.7K | 0.01% | −1−0.1% | Reduced |
| Cobblestone Capital Advisors LLC | 871 | $243.2K | 0.01% | 00.0% | Unchanged |
| Apexium Financial, LP | 872 | $243.5K | 0.01% | 00.0% | Unchanged |
| Investment Research Partners LLC | 909 | $243.5K | 0.11% | +909 | New |
| Manchester Capital Management LLC | 873 | $243.8K | 0.03% | −674−43.6% | Reduced |
| Global Assets Advisory, LLC | 874 | $244.0K | 0.07% | −3−0.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 875 | $244.3K | 0.03% | +1+0.1% | Added |
| Altfest L J & Co Inc | 877 | $245.0K | 0.03% | −147−14.4% | Reduced |
| Fiduciary Alliance LLC | 878 | $245.1K | 0.02% | −83−8.6% | Reduced |
| Legacy Private Trust Co. | 880 | $245.7K | 0.01% | −98−10.0% | Reduced |
| Exencial Wealth Advisors, LLC | 881 | $246.0K | 0.01% | +881 | New |
| Kaufman Rossin Wealth, LLC | 882 | $246.4K | 0.13% | −57−6.1% | Reduced |
| Global Financial Private Client, LLC | 884 | $246.8K | 0.09% | +5+0.6% | Added |
| New Wave Wealth Advisors LLC | 891 | $248.8K | 0.10% | +86+10.7% | Added |
| DGS Capital Management, LLC | 893 | $249.3K | 0.05% | +893 | New |
| TD Waterhouse Canada Inc. | 900 | $249.8K | 0.00% | −25−2.7% | Reduced |
| Spears Abacus Advisors LLC | 896 | $250.2K | 0.00% | +11+1.2% | Added |
| One Capital Management, LLC | 897 | $250.5K | 0.01% | −151−14.4% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 906 | $253.0K | 0.02% | +133+17.2% | Added |
| First Commonwealth Financial Corp | 907 | $253.2K | 0.04% | +907 | New |
| Elgethun Capital Management | 910 | $253.7K | 0.05% | 00.0% | Unchanged |
| Madrona Financial Services, LLC | 910 | $254.1K | 0.06% | −2−0.2% | Reduced |
| Narus Financial Partners, LLC | 910 | $254.1K | 0.07% | 00.0% | Unchanged |
| Ironwood Financial, llc | 911 | $254.4K | 0.05% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 915 | $255.5K | 0.01% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 916 | $255.8K | 0.04% | +20+2.2% | Added |
| Ashton Thomas Securities, LLC | 917 | $256.0K | 0.04% | +70+8.3% | Added |
| BNC Wealth Management, LLC | 922 | $257.4K | 0.06% | +2+0.2% | Added |
| Genus Capital Management Inc. | 922 | $257.4K | 0.03% | −7,050−88.4% | Reduced |
| Eisler Capital Management Ltd. | 924 | $258.0K | 0.01% | +924 | New |
| United Asset Strategies, Inc. | 929 | $259.5K | 0.02% | +929 | New |
| Penn Davis McFarland Inc | 933 | $260.5K | 0.03% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 934 | $260.9K | 0.01% | +19+2.1% | Added |
| Lebenthal Global Advisors, LLC | 939 | $262.2K | 0.05% | −50−5.1% | Reduced |
| Iams Wealth Management, LLC | 943 | $263.3K | 0.11% | +943 | New |
| Brendel Financial Advisors LLC | 944 | $263.6K | 0.14% | 00.0% | Unchanged |
| Smith, Moore & Co. | 945 | $263.9K | 0.02% | 00.0% | Unchanged |