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 |
|---|---|---|---|---|---|
| Mitchell Sinkler & Starr | 1,400 | $390.9K | 0.18% | 00.0% | Unchanged |
| Riversedge Advisors, LLC | 1,401 | $391.1K | 0.07% | +517+58.5% | Added |
| Great Waters Wealth Management | 1,406 | $392.7K | 0.05% | +2+0.1% | Added |
| Aspen Investment Management Inc | 1,406 | $393.0K | 0.15% | 00.0% | Unchanged |
| Advisor OS, LLC | 1,409 | $393.6K | 0.03% | −81−5.4% | Reduced |
| ForthRight Wealth Management, LLC | 1,413 | $394.5K | 0.11% | −57−3.9% | Reduced |
| Hickory Point Bank & Trust | 1,420 | $396.5K | 0.30% | 00.0% | Unchanged |
| Henrickson Nauta Wealth Advisors, Inc. | 1,438 | $401.5K | 0.13% | +36+2.6% | Added |
| Milestones Private Investment Advisors LLC | 1,440 | $402.1K | 0.27% | 00.0% | Unchanged |
| Inscription Capital, LLC | 1,443 | $403.0K | 0.04% | +13+0.9% | Added |
| Adviser Investments LLC | 1,444 | $403.2K | 0.00% | +32+2.3% | Added |
| Evermay Wealth Management LLC | 1,445 | $403.5K | 0.05% | −265−15.5% | Reduced |
| Tiemann Investment Advisors, LLC | 1,445 | $403.5K | 0.15% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 1,446 | $403.8K | 0.01% | 00.0% | Unchanged |
| MKT Advisors LLC | 1,459 | $404.5K | 0.15% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 1,450 | $404.9K | 0.02% | +333+29.8% | Added |
| Welch Group, LLC | 1,450 | $404.9K | 0.02% | +1,450 | New |
| Simmons Bank | 1,455 | $406.3K | 0.03% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 1,465 | $409.1K | 0.01% | −13−0.9% | Reduced |
| Howard Capital Management Inc. | 1,465 | $409.1K | 0.01% | +42+3.0% | Added |
| Sherbrooke Park Advisers LLC | 1,471 | $410.7K | 0.19% | +408+38.4% | Added |
| AdvisorNet Financial, Inc | 1,483 | $414.1K | 0.02% | −46−3.0% | Reduced |
| Colonial Trust Co | 1,484 | $414.5K | 0.06% | −2−0.1% | Reduced |
| Stokes Family Office, LLC | 1,490 | $416.0K | 0.04% | +663+80.2% | Added |
| All Terrain Financial Advisors, LLC | 1,495 | $417.4K | 0.13% | 00.0% | Unchanged |
| Hamel Associates, Inc. | 1,495 | $417.4K | 0.13% | +1,495 | New |
| Randolph Co Inc | 1,503 | $419.7K | 0.04% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,508 | $421.1K | 0.11% | 00.0% | Unchanged |
| Howland Capital Management LLC | 1,509 | $421.3K | 0.02% | −113−7.0% | Reduced |
| Trueblood Wealth Management, LLC | 1,514 | $422.7K | 0.16% | +3+0.2% | Added |
| Worldquant Millennium Advisors LLC | 1,519 | $424.1K | 0.00% | +1,519 | New |
| BFSG, LLC | 1,520 | $424.4K | 0.04% | −139−8.4% | Reduced |
| Boston Family Office LLC | 1,525 | $426.0K | 0.03% | 00.0% | Unchanged |
| Blake Schutter Theil Wealth Advisors, LLC | 1,531 | $427.5K | 0.42% | 00.0% | Unchanged |
| First American Trust, FSB | 1,549 | $432.2K | 0.03% | −45−2.8% | Reduced |
| Aprio Wealth Management, LLC | 1,549 | $432.4K | 0.04% | +71+4.8% | Added |
| G2 Capital Management, LLC | 1,549 | $432.5K | 0.11% | +29+1.9% | Added |
| Veracity Capital LLC | 1,549 | $432.6K | 0.14% | −53−3.3% | Reduced |
| Cape Ann Savings Bank | 1,550 | $432.8K | 0.23% | 00.0% | Unchanged |
| Global View Capital Management LLC | 1,561 | $435.9K | 0.09% | +240+18.2% | Added |
| Burke & Herbert Bank & Trust Co | 1,562 | $436.1K | 0.09% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 1,567 | $437.6K | 0.04% | +493+45.9% | Added |
| Univest Financial Corp | 1,568 | $437.7K | 0.02% | −59−3.6% | Reduced |
| Segment Wealth Management, LLC | 1,574 | $439.5K | 0.03% | −38−2.4% | Reduced |
| Somerville Kurt F | 1,575 | $439.8K | 0.07% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,582 | $441.7K | 0.02% | 00.0% | Unchanged |
| Avestar Capital, LLC | 1,588 | $443.4K | 0.03% | +484+43.8% | Added |
| Transatlantique Private Wealth LLC | 1,589 | $443.7K | 0.15% | −1,519−48.9% | Reduced |
| Legacy Financial Advisors, Inc. | 1,600 | $446.8K | 0.06% | +377+30.8% | Added |
| Harvest Fund Management Co., Ltd | 1,601 | $447.0K | 0.02% | −34−2.1% | Reduced |
| Balboa Wealth Partners | 1,603 | $447.6K | 0.08% | −4−0.2% | Reduced |
| Cozad Asset Management Inc | 1,606 | $448.4K | 0.04% | −63−3.8% | Reduced |
| Hudson Portfolio Management LLC | 1,617 | $451.5K | 0.40% | 00.0% | Unchanged |
| AGH Wealth Advisors, LLC | 1,620 | $452.3K | 0.33% | −7−0.4% | Reduced |
| Charter Trust Co | 1,627 | $454.3K | 0.03% | 00.0% | Unchanged |
| Fiduciary Group LLC | 1,633 | $456.0K | 0.04% | 00.0% | Unchanged |
| Optimize Financial Inc | 1,640 | $457.9K | 0.24% | +203+14.1% | Added |
| Cornell Pochily Investment Advisors, Inc. | 1,646 | $459.6K | 0.14% | +55+3.5% | Added |
| Canandaigua National Trust Co of Florida | 1,648 | $460.2K | 0.36% | 00.0% | Unchanged |
| Quest Partners LLC | 1,652 | $461.3K | 0.03% | +1,652 | New |
| Quotient Wealth Partners, LLC | 1,654 | $461.9K | 0.01% | −182−9.9% | Reduced |
| Nixon Peabody Trust Co | 1,659 | $463.2K | 0.03% | −695−29.5% | Reduced |
| Savvy Advisors, Inc. | 1,662 | $464.1K | 0.02% | +1,662 | New |
| Busey Wealth Management | 1,663 | $464.3K | 0.01% | −105−5.9% | Reduced |
| Oberweis Asset Management Inc | 1,670 | $466.3K | 0.02% | −247−12.9% | Reduced |
| VestGen Advisors, LLC | 1,671 | $466.7K | 0.02% | +461+38.1% | Added |
| Athena Investment Management | 1,672 | $466.9K | 0.24% | −46−2.7% | Reduced |
| Whalerock Point Partners, LLC | 1,678 | $468.5K | 0.10% | 00.0% | Unchanged |
| Appleton Partners Inc | 1,682 | $470.0K | 0.03% | 00.0% | Unchanged |
| Nwam LLC | 1,719 | $472.7K | 0.03% | +8+0.5% | Added |
| Centaurus Financial, Inc. | 1,697 | $474.0K | 0.02% | −487−22.3% | Reduced |
| Neville Rodie & Shaw Inc | 1,700 | $474.0K | 0.03% | 00.0% | Unchanged |
| Sym Financial Corp | 1,711 | $477.7K | 0.05% | +70+4.3% | Added |
| Mountain Pacific Investment Advisers Inc | 1,720 | $480.3K | 0.08% | −150−8.0% | Reduced |
| Destination Wealth Management | 1,724 | $481.3K | 0.01% | −18−1.0% | Reduced |
| Pavion Blue Capital, LLC | 1,724 | $481.4K | 0.21% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 1,726 | $481.9K | 0.12% | −36−2.0% | Reduced |
| Cidel Asset Management Inc | 1,734 | $484.2K | 0.03% | −284−14.1% | Reduced |
| Personal Cfo Solutions, LLC | 1,734 | $484.2K | 0.08% | +72+4.3% | Added |
| Sylvest Advisors, LLC | 1,735 | $484.4K | 0.26% | −105−5.7% | Reduced |
| Modern Wealth Management, LLC | 1,737 | $485.0K | 0.01% | +4+0.2% | Added |
| Beverly Hills Private Wealth, LLC | 1,737 | $485.0K | 0.09% | −1−0.1% | Reduced |
| Community Bank, N.A. | 1,741 | $486.1K | 0.06% | −580−25.0% | Reduced |
| Wesbanco Bank Inc | 1,745 | $487.2K | 0.01% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 1,750 | $488.6K | 0.03% | +1,750 | New |
| Sivia Capital Partners, LLC | 1,750 | $488.7K | 0.14% | +294+20.2% | Added |
| Drive Wealth Management, LLC | 1,751 | $488.9K | 0.10% | −2−0.1% | Reduced |
| Longfellow Investment Management Co LLC | 1,755 | $490.0K | 0.12% | +1,755 | New |
| Global Retirement Partners, LLC | 1,762 | $491.9K | 0.01% | −216−10.9% | Reduced |
| Rockland Trust Co | 1,765 | $492.8K | 0.02% | −186−9.5% | Reduced |
| CSS LLC | 1,800 | $502.6K | 0.03% | −380−17.4% | Reduced |
| Northeast Investment Management | 1,800 | $502.6K | 0.02% | −100−5.3% | Reduced |
| Southeast Asset Advisors Inc. | 1,800 | $502.6K | 0.05% | +100+5.9% | Added |
| Texas Capital Bank Wealth Management Services Inc | 1,815 | $506.8K | 0.04% | −236−11.5% | Reduced |
| Advisors Capital Management, LLC | 1,818 | $507.7K | 0.01% | +15+0.8% | Added |
| 4WEALTH Advisors, Inc. | 1,822 | $508.7K | 0.47% | +140+8.3% | Added |
| Premier Path Wealth Partners, LLC | 1,823 | $509.0K | 0.07% | +26+1.4% | Added |
| SeaCrest Wealth Management, LLC | 1,813 | $512.8K | 0.05% | −16−0.9% | Reduced |
| Chicago Partners Investment Group LLC | 1,913 | $512.8K | 0.01% | −362−15.9% | Reduced |
| Employees Retirement System of Texas | 1,836 | $513.0K | 0.00% | 00.0% | Unchanged |