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 |
|---|---|---|---|---|---|
| Westpac Banking Corp | 1,131 | $315.8K | 0.02% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 1,147 | $316.2K | 0.04% | −19−1.6% | Reduced |
| Zacks Investment Management | 1,133 | $316.4K | 0.00% | +92+8.8% | Added |
| Sippican Capital Advisors | 1,136 | $317.2K | 0.21% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 1,140 | $318.3K | 0.10% | −14−1.2% | Reduced |
| Virtu Financial LLC | 1,142 | $319.0K | 0.02% | +1,142 | New |
| Golden State Equity Partners | 1,144 | $319.4K | 0.05% | −284−19.9% | Reduced |
| Alta Advisers Ltd | 1,145 | $319.7K | 0.10% | 00.0% | Unchanged |
| EagleClaw Capital Managment, LLC | 1,146 | $320.0K | 0.04% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,148 | $320.5K | 0.01% | +2+0.2% | Added |
| CRA Financial Services, LLC | 1,151 | $321.4K | 0.04% | +19+1.7% | Added |
| Lyell Wealth Management, LP | 1,155 | $322.5K | 0.02% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 1,155 | $322.5K | 0.02% | +98+9.3% | Added |
| Onyx Bridge Wealth Group LLC | 1,160 | $323.8K | 0.04% | +11+1.0% | Added |
| Wealthspan Partners, LLC | 1,161 | $324.2K | 0.12% | 00.0% | Unchanged |
| Willner & Heller, LLC | 1,165 | $325.2K | 0.25% | +5+0.4% | Added |
| Earnest Partners LLC | 1,166 | $325.6K | 0.00% | −16−1.4% | Reduced |
| Trust Point Inc. | 1,166 | $325.6K | 0.03% | +1,166 | New |
| Everpar Advisors LLC | 1,168 | $326.1K | 0.13% | +60+5.4% | Added |
| Northwest Quadrant Wealth Management, LLC | 1,169 | $326.4K | 0.07% | +3+0.3% | Added |
| First Nebraska Trust Co | 1,170 | $326.7K | 0.03% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 1,175 | $328.1K | 0.26% | 00.0% | Unchanged |
| Bridgewealth Advisory Group, LLC | 1,182 | $330.0K | 0.08% | +3+0.3% | Added |
| Caerus Investment Advisors, LLC | 1,184 | $330.6K | 0.14% | +1,184 | New |
| Ruggaard & Associates LLC | 1,185 | $330.9K | 0.12% | +81+7.3% | Added |
| Ci Investments Inc. | 1,187 | $331.0K | 0.00% | −191−13.9% | Reduced |
| 111 Capital | 1,187 | $331.4K | 0.06% | +1,187 | New |
| Quent Capital, LLC | 1,189 | $332.0K | 0.03% | +59+5.2% | Added |
| Kera Capital Partners, Inc. | 1,192 | $332.8K | 0.05% | +1,192 | New |
| Mayfair Advisory Group, LLC | 1,193 | $333.0K | 0.14% | +3+0.3% | Added |
| Advisory Alpha, LLC | 1,189 | $333.0K | 0.01% | −226−16.0% | Reduced |
| Old Port Advisors | 1,195 | $333.7K | 0.08% | −35−2.8% | Reduced |
| Means Investment Co., Inc. | 1,200 | $334.9K | 0.03% | +1+0.1% | Added |
| Builder Investment Group Inc | 1,200 | $335.1K | 0.08% | 00.0% | Unchanged |
| Enhancing Capital LLC | 1,200 | $335.1K | 0.25% | 00.0% | Unchanged |
| QTR Family Wealth, LLC | 1,202 | $335.7K | 0.16% | +264+28.1% | Added |
| Nestegg Advisors, Inc. | 1,203 | $335.8K | 0.30% | +1+0.1% | Added |
| Greenup Street Wealth Management LLC | 1,205 | $336.4K | 0.05% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 1,205 | $336.6K | 0.02% | +81+7.2% | Added |
| Capital Performance Advisors LLP | 1,206 | $336.7K | 0.06% | +233+23.9% | Added |
| Patten & Patten Inc | 1,208 | $337.4K | 0.02% | +7+0.6% | Added |
| Ariston Services Group | 1,212 | $338.4K | 0.20% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,212 | $338.4K | 0.02% | +21+1.8% | Added |
| Harbour Investments, Inc. | 1,214 | $338.9K | 0.01% | −411−25.3% | Reduced |
| Advisors Management Group Inc | 1,215 | $339.0K | 0.06% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 1,226 | $342.3K | 0.04% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 1,229 | $343.2K | 0.04% | +4+0.3% | Added |
| Wealth Effects LLC | 1,232 | $343.9K | 0.11% | +1+0.1% | Added |
| Sage Rhino Capital LLC | 1,234 | $344.6K | 0.07% | 00.0% | Unchanged |
| Keel Point, LLC | 1,236 | $345.0K | 0.02% | +45+3.8% | Added |
| Flynn Zito Capital Management, LLC | 1,236 | $345.1K | 0.13% | −1−0.1% | Reduced |
| Santori & Peters | 1,236 | $345.2K | 0.12% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 1,237 | $345.4K | 0.06% | +94+8.2% | Added |
| Plante Moran Financial Advisors, LLC | 1,251 | $349.3K | 0.02% | 00.0% | Unchanged |
| Wealth Architects, LLC | 1,253 | $349.8K | 0.03% | +11+0.9% | Added |
| Cornerstone Wealth Management, LLC | 1,254 | $350.1K | 0.02% | −1−0.1% | Reduced |
| Liberty Capital Management, Inc. | 1,254 | $350.1K | 0.07% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,256 | $350.6K | 0.15% | +5+0.4% | Added |
| Monument Capital Management | 1,258 | $351.2K | 0.09% | −298−19.2% | Reduced |
| Core Alternative Capital | 1,258 | $351.3K | 0.10% | +13+1.0% | Added |
| Dearborn Partners LLC | 1,263 | $352.7K | 0.02% | 00.0% | Unchanged |
| Novem Group | 1,276 | $356.3K | 0.04% | −220−14.7% | Reduced |
| Fiduciary Financial Group, LLC | 1,276 | $356.3K | 0.06% | −8−0.6% | Reduced |
| Boston Private Wealth LLC | 1,281 | $357.7K | 0.02% | −74−5.5% | Reduced |
| NDVR, Inc. | 1,282 | $358.0K | 0.30% | −26−2.0% | Reduced |
| Live Oak Private Wealth LLC | 1,286 | $359.1K | 0.05% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,288 | $359.6K | 0.03% | +2+0.2% | Added |
| Red Door Wealth Management, LLC | 1,291 | $360.5K | 0.04% | −27−2.0% | Reduced |
| Stratos Wealth Advisors, LLC | 1,293 | $361.2K | 0.02% | +188+17.0% | Added |
| Syverson Strege & Co | 1,296 | $361.9K | 0.09% | −97−7.0% | Reduced |
| Wealthcare Advisory Partners LLC | 1,298 | $362.5K | 0.01% | −22−1.7% | Reduced |
| Integrity Alliance, LLC. | 1,300 | $363.0K | 0.02% | +1,300 | New |
| Catalyst Funds Management Pty Ltd | 1,300 | $363.0K | 0.06% | +1,300 | New |
| Van Strum & Towne Inc. | 1,304 | $364.1K | 0.11% | 00.0% | Unchanged |
| Renaissance Group LLC | 1,309 | $365.5K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 1,311 | $366.1K | 0.13% | 00.0% | Unchanged |
| Somerset Trust Co | 1,312 | $366.3K | 0.11% | +1+0.1% | Added |
| BLB&B Advisors, LLC | 1,314 | $367.0K | 0.02% | +32+2.5% | Added |
| Caldwell Trust Co | 1,316 | $367.5K | 0.03% | +149+12.8% | Added |
| Windsor Capital Management, LLC | 1,324 | $369.8K | 0.10% | −15−1.1% | Reduced |
| Jackson Thornton Asset Management, LLC | 1,311 | $370.7K | 0.04% | +1,311 | New |
| Strategic Financial Services, Inc, | 1,333 | $372.2K | 0.02% | +1+0.1% | Added |
| Marino, Stram & Associates LLC | 1,335 | $372.9K | 0.07% | +215+19.2% | Added |
| NBT Bank N A | 1,336 | $373.0K | 0.02% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 1,338 | $373.6K | 0.05% | −91−6.4% | Reduced |
| St Germain D J Co Inc | 1,341 | $374.4K | 0.01% | −29−2.1% | Reduced |
| Csenge Advisory Group | 1,350 | $376.9K | 0.02% | +18+1.4% | Added |
| SPC Financial, Inc. | 1,362 | $380.3K | 0.03% | +11+0.8% | Added |
| Atticus Wealth Management, LLC | 1,365 | $381.2K | 0.10% | +466+51.8% | Added |
| Rathbone Brothers plc | 1,366 | $381.4K | 0.00% | +200+17.2% | Added |
| Plancorp, LLC | 1,368 | $382.0K | 0.01% | −10−0.7% | Reduced |
| Retirement Planning Group | 1,369 | $382.3K | 0.01% | +66+5.1% | Added |
| Legal Advantage Investments, Inc. | 1,379 | $385.0K | 0.17% | 00.0% | Unchanged |
| New Hampshire Trust | 1,386 | $387.0K | 0.07% | +30+2.2% | Added |
| Wealthstar Advisors, LLC | 1,387 | $387.3K | 0.15% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 1,391 | $388.4K | 0.05% | −5−0.4% | Reduced |
| waypoint wealth counsel | 1,392 | $388.7K | 0.15% | +637+84.4% | Added |
| McKinley Carter Wealth Services, Inc. | 1,393 | $389.0K | 0.02% | −123−8.1% | Reduced |
| WealthPlan Investment Management, LLC | 1,395 | $389.4K | 0.03% | −19−1.3% | Reduced |
| Woodmont Investment Counsel LLC | 1,397 | $390.1K | 0.03% | +10+0.7% | Added |