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 |
|---|---|---|---|---|---|
| Patton Fund Management, Inc. | 950 | $265.3K | 0.05% | −8,692−90.1% | Reduced |
| SageView Advisory Group, LLC | 950 | $265.3K | 0.01% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 952 | $265.7K | 0.02% | +952 | New |
| Ellevest, Inc. | 952 | $265.8K | 0.04% | +5+0.5% | Added |
| Torrey Growth & Income Advisors | 953 | $266.1K | 0.08% | +953 | New |
| Meridian Wealth Management, LLC | 959 | $267.8K | 0.01% | +17+1.8% | Added |
| Kelly Financial Group LLC | 961 | $268.3K | 0.07% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 962 | $268.6K | 0.03% | +80+9.1% | Added |
| Focused Wealth Management, Inc | 962 | $268.7K | 0.03% | +4+0.4% | Added |
| United Advisor Group, LLC | 965 | $269.3K | 0.04% | −280−22.5% | Reduced |
| Constant Guidance Financial LLC | 965 | $269.4K | 0.22% | +965 | New |
| Central Pacific Bank - Trust Division | 966 | $269.7K | 0.03% | −56−5.5% | Reduced |
| Warren Street Wealth Advisors, LLC | 966 | $269.7K | 0.08% | +28+3.0% | Added |
| Portside Wealth Group, LLC | 967 | $270.0K | 0.04% | −64−6.2% | Reduced |
| RFG Advisory, LLC | 968 | $270.2K | 0.01% | +66+7.3% | Added |
| Sovereign Financial Group, Inc. | 968 | $270.3K | 0.05% | −1−0.1% | Reduced |
| Ti-Trust, Inc | 970 | $270.8K | 0.17% | 00.0% | Unchanged |
| Baxter Bros Inc | 971 | $271.2K | 0.03% | 00.0% | Unchanged |
| SFMG, LLC | 977 | $272.8K | 0.02% | +7+0.7% | Added |
| Archer Investment Corp | 982 | $274.2K | 0.06% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 984 | $274.7K | 0.01% | +63+6.8% | Added |
| Global Strategic Investment Solutions, LLC | 985 | $275.0K | 0.03% | 00.0% | Unchanged |
| Trustco Bank Corp N Y | 987 | $275.6K | 0.25% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 991 | $276.7K | 0.02% | +2+0.2% | Added |
| Bragg Financial Advisors, Inc | 992 | $277.0K | 0.01% | 00.0% | Unchanged |
| Strong Tower Advisory Services | 993 | $277.3K | 0.05% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 994 | $277.5K | 0.12% | 00.0% | Unchanged |
| Sageworth Trust Co | 998 | $278.7K | 0.01% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 998 | $278.7K | 0.01% | +218+27.9% | Added |
| Legacy Edge Advisors, LLC | 999 | $278.9K | 0.03% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 1,000 | $279.2K | 0.02% | 00.0% | Unchanged |
| Red Wave Investments LLC | 1,000 | $279.2K | 0.09% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 1,000 | $279.2K | 0.02% | 00.0% | Unchanged |
| Legacy Trust | 1,000 | $279.2K | 0.06% | +37+3.8% | Added |
| Quantum Financial Advisors, LLC | 1,001 | $279.5K | 0.03% | 00.0% | Unchanged |
| Next Capital Management LLC | 1,004 | $280.3K | 0.09% | 00.0% | Unchanged |
| Templeton & Phillips Capital Management, LLC | 1,005 | $280.6K | 0.20% | 00.0% | Unchanged |
| Marietta Wealth Management, LLC | 1,005 | $280.6K | 0.03% | +1,005 | New |
| Gladstone Institutional Advisory LLC | 1,012 | $282.6K | 0.01% | +146+16.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,012 | $282.6K | 0.01% | −169−14.3% | Reduced |
| Vision Capital Management, Inc. | 1,013 | $282.9K | 0.03% | +13+1.3% | Added |
| Dynamic Wealth Strategies, LLC | 1,017 | $284.0K | 0.19% | +45+4.6% | Added |
| Vermillion Wealth Management, Inc. | 1,019 | $284.6K | 0.08% | +252+32.9% | Added |
| Wedgewood Investors Inc | 1,020 | $284.8K | 0.31% | 00.0% | Unchanged |
| KFA Private Wealth Group, LLC | 1,020 | $284.9K | 0.08% | +1,020 | New |
| Shulman DeMeo Asset Management LLC | 1,022 | $285.3K | 0.07% | +1+0.1% | Added |
| McLean Asset Management Corp | 1,009 | $285.3K | 0.06% | −46−4.4% | Reduced |
| Fountainhead AM, LLC | 1,022 | $285.5K | 0.04% | +217+27.0% | Added |
| Canvas Wealth Advisors, LLC | 1,004 | $285.7K | 0.05% | +12+1.2% | Added |
| Crews Bank & Trust | 1,024 | $285.9K | 0.04% | 00.0% | Unchanged |
| HCR Wealth Advisors | 1,023 | $286.5K | 0.03% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1,029 | $287.4K | 0.07% | +1,000+3,448.3% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 1,033 | $288.4K | 0.01% | −333−24.4% | Reduced |
| Citizens National Bank Trust Department | 1,034 | $288.7K | 0.05% | +184+21.6% | Added |
| Fukoku Mutual Life Insurance Co | 1,036 | $289.3K | 0.02% | 00.0% | Unchanged |
| S-Bank Fund Management Ltd | 1,037 | $289.6K | 0.04% | −13−1.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 1,038 | $289.8K | 0.01% | −13−1.2% | Reduced |
| Confluence Wealth Services, Inc. | 1,038 | $289.8K | 0.01% | 00.0% | Unchanged |
| Gries Financial LLC | 1,039 | $290.1K | 0.05% | +21+2.1% | Added |
| Turtle Creek Wealth Advisors, LLC | 1,039 | $290.1K | 0.03% | +1,039 | New |
| Jarislowsky, Fraser Ltd | 1,040 | $290.4K | 0.00% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 1,040 | $290.4K | 0.02% | +120+13.0% | Added |
| Oversea-Chinese Banking CORP Ltd | 1,041 | $290.7K | 0.01% | +261+33.5% | Added |
| L2 Asset Management, LLC | 1,044 | $291.5K | 0.04% | +41+4.1% | Added |
| Leigh Baldwin & Co., LLC | 1,044 | $291.6K | 0.16% | +4+0.4% | Added |
| Verus Financial Partners, Inc. | 1,046 | $292.1K | 0.03% | +1,046 | New |
| NBC Securities, Inc. | 1,048 | $292.6K | 0.02% | −69−6.2% | Reduced |
| Tortoise Investment Management, LLC | 1,052 | $293.8K | 0.03% | +5+0.5% | Added |
| 3Chopt Investment Partners, LLC | 1,054 | $294.3K | 0.07% | −39−3.6% | Reduced |
| Phillips Financial Management, LLC | 1,056 | $294.9K | 0.02% | +29+2.8% | Added |
| Trustmark National Bank Trust Department | 1,057 | $295.1K | 0.02% | −2−0.2% | Reduced |
| Tritonpoint Wealth, LLC | 1,063 | $296.7K | 0.03% | −31−2.8% | Reduced |
| Key Financial Inc | 1,071 | $296.9K | 0.05% | +6+0.6% | Added |
| Spectrum Planning & Advisory Services Inc. | 1,063 | $296.9K | 0.17% | −7−0.7% | Reduced |
| Edmp, Inc. | 1,068 | $298.2K | 0.24% | +123+13.0% | Added |
| Charles Schwab Trust Co | 1,069 | $298.5K | 0.02% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 1,069 | $298.6K | 0.02% | +1,069 | New |
| Cornerstone Advisory, LLC | 1,071 | $299.1K | 0.03% | +45+4.4% | Added |
| Longboard Asset Management, LP | 1,074 | $299.9K | 0.48% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 1,074 | $299.9K | 0.07% | +1,074 | New |
| Breakwater Capital Group | 1,076 | $300.4K | 0.04% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 1,079 | $301.0K | 0.09% | −21−1.9% | Reduced |
| Compass Capital Corp | 1,070 | $302.0K | 0.13% | −127−10.6% | Reduced |
| Sawgrass Asset Management LLC | 1,084 | $302.7K | 0.04% | −40−3.6% | Reduced |
| Five Oceans Advisors | 1,087 | $303.5K | 0.11% | −45−4.0% | Reduced |
| GWN Securities Inc. | 1,055 | $304.6K | 0.07% | −1,381−56.7% | Reduced |
| Centennial Bank | 1,091 | $304.6K | 0.12% | −250−18.6% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 1,093 | $305.2K | 0.07% | +9+0.8% | Added |
| Seven Mile Advisory | 1,094 | $305.5K | 0.05% | +1,094 | New |
| Capital Advisory Group Advisory Services, LLC | 1,095 | $305.7K | 0.10% | −21−1.9% | Reduced |
| Blume Capital Management, Inc. | 1,100 | $307.1K | 0.06% | 00.0% | Unchanged |
| Stonehaven Wealth & Tax Solutions, LLC | 1,101 | $307.4K | 0.28% | −21−1.9% | Reduced |
| MFA Wealth Services | 1,106 | $308.9K | 0.21% | +2+0.2% | Added |
| Farmers & Merchants Investments Inc | 1,108 | $309.4K | 0.01% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 1,111 | $310.2K | 0.07% | +5+0.5% | Added |
| Prosperity Consulting Group, LLC | 1,113 | $310.8K | 0.02% | +72+6.9% | Added |
| JFS Wealth Advisors, LLC | 1,121 | $313.0K | 0.02% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 1,128 | $315.0K | 0.00% | −9−0.8% | Reduced |
| Knightsbridge Asset Management, LLC | 1,129 | $315.3K | 0.05% | +38+3.5% | Added |
| Keystone Financial Group, Inc. | 1,131 | $315.7K | 0.18% | −15−1.3% | Reduced |