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 |
|---|---|---|---|---|---|
| Invesco, LLC | 1,839 | $513.5K | 0.17% | +100+5.8% | Added |
| Donaldson Capital Management, LLC | 1,847 | $515.6K | 0.02% | +12+0.7% | Added |
| Cahaba Wealth Management, Inc. | 1,854 | $517.6K | 0.04% | +8+0.4% | Added |
| Bank of Hawaii | 1,863 | $520.2K | 0.03% | −78−4.0% | Reduced |
| Stockman Wealth Management, Inc. | 1,866 | $521.0K | 0.06% | +4+0.2% | Added |
| Peak Asset Management, LLC | 1,869 | $521.9K | 0.09% | 00.0% | Unchanged |
| Thomasville National Bank | 1,870 | $522.1K | 0.03% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,870 | $522.2K | 0.07% | +340+22.2% | Added |
| Moneta Group Investment Advisors LLC | 1,885 | $526.2K | 0.00% | −96−4.8% | Reduced |
| Mechanics Bank Trust Department | 1,900 | $530.5K | 0.07% | 00.0% | Unchanged |
| LSV Asset Management | 1,900 | $531.0K | 0.00% | 00.0% | Unchanged |
| Spinnaker Trust | 1,905 | $531.9K | 0.03% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,907 | $532.4K | 0.06% | −6−0.3% | Reduced |
| Brown Brothers Harriman & Co | 1,917 | $535.3K | 0.00% | +594+44.9% | Added |
| Crestwood Advisors Group LLC | 1,917 | $535.3K | 0.01% | +306+19.0% | Added |
| Valley Brook Capital Group | 1,918 | $535.5K | 0.36% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 1,991 | $535.7K | 0.01% | +115+6.1% | Added |
| First National Corp | 1,944 | $539.0K | 0.10% | +55+2.9% | Added |
| Marco Investment Management LLC | 1,931 | $539.2K | 0.04% | +2+0.1% | Added |
| Scotia Capital Inc. | 1,935 | $540.3K | 0.00% | +486+33.5% | Added |
| Evergreen Capital Management LLC | 1,944 | $542.9K | 0.01% | +174+9.8% | Added |
| Opus Capital Group, LLC | 1,945 | $543.0K | 0.06% | −98−4.8% | Reduced |
| Parkside Financial Bank & Trust | 1,950 | $544.5K | 0.04% | −3−0.2% | Reduced |
| Brown Wealth Management, LLC | 1,953 | $545.3K | 0.15% | +22+1.1% | Added |
| WFA Asset Management Corp | 2,339 | $547.7K | 0.30% | +10+0.4% | Added |
| PDS Planning, Inc | 1,962 | $547.8K | 0.04% | −9−0.5% | Reduced |
| Journey Strategic Wealth LLC | 1,972 | $550.7K | 0.02% | +451+29.7% | Added |
| Schmidt P J Investment Management Inc | 1,978 | $552.3K | 0.09% | +18+0.9% | Added |
| Farmers Trust Co | 1,984 | $554.0K | 0.10% | 00.0% | Unchanged |
| Finward Bancorp | 2,000 | $558.4K | 0.42% | −160−7.4% | Reduced |
| Defined Wealth Management, LLC | 2,004 | $559.6K | 0.32% | +3+0.1% | Added |
| Fortis Group Advisors, LLC | 2,086 | $560.4K | 0.10% | +8+0.4% | Added |
| Parr McKnight Wealth Management Group, LLC | 2,013 | $562.1K | 0.07% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 2,015 | $562.6K | 0.27% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 2,015 | $562.8K | 0.36% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 2,016 | $562.9K | 0.40% | +1,019+102.2% | Added |
| AlphaCore Capital LLC | 2,017 | $563.2K | 0.02% | +511+33.9% | Added |
| Bearing Point Capital, LLC | 2,019 | $563.7K | 0.10% | 00.0% | Unchanged |
| United Capital Management of KS, Inc. | 2,029 | $566.5K | 0.08% | +2,029 | New |
| International Assets Investment Management, LLC | 2,124 | $567.2K | 0.05% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 2,035 | $568.2K | 0.50% | +16+0.8% | Added |
| Ameritas Investment Partners, Inc. | 2,052 | $573.0K | 0.02% | −108−5.0% | Reduced |
| Diligent Investors, LLC | 2,056 | $574.1K | 0.15% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 2,060 | $575.2K | 0.08% | −29−1.4% | Reduced |
| Moody Lynn & Lieberson, LLC | 2,061 | $575.5K | 0.03% | −251−10.9% | Reduced |
| Hamilton Capital Partners Inc. | 2,077 | $579.9K | 0.02% | −800−27.8% | Reduced |
| West Family Investments, Inc. | 2,079 | $580.5K | 0.13% | +18+0.9% | Added |
| State of Wyoming | 2,080 | $580.8K | 0.07% | +174+9.1% | Added |
| Caisse des Depots Et Consignations | 2,091 | $583.8K | 0.02% | 00.0% | Unchanged |
| Ledyard National Bank | 2,097 | $585.5K | 0.05% | 00.0% | Unchanged |
| Keystone Financial Group | 2,111 | $589.5K | 0.05% | 00.0% | Unchanged |
| South State Corp. | 2,123 | $592.8K | 0.03% | −75−3.4% | Reduced |
| Green Square Capital Advisors LLC | 2,217 | $593.2K | 0.07% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 2,126 | $593.5K | 0.00% | −39−1.8% | Reduced |
| EntryPoint Capital, LLC | 2,139 | $597.3K | 0.23% | +2,139 | New |
| Wedbush Securities Inc | 2,157 | $602.0K | 0.02% | −240−10.0% | Reduced |
| Sax Wealth Advisors, LLC | 2,157 | $602.2K | 0.03% | +86+4.2% | Added |
| Sanibel Captiva Trust Company, Inc. | 2,158 | $602.6K | 0.02% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 2,163 | $604.0K | 0.01% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 2,164 | $604.1K | 0.07% | +4+0.2% | Added |
| Avantax Planning Partners, Inc. | 2,164 | $604.4K | 0.02% | +10.0% | Added |
| City State Bank | 2,186 | $610.4K | 0.18% | −80−3.5% | Reduced |
| Leavell Investment Management, Inc. | 2,192 | $612.0K | 0.03% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 2,193 | $612.4K | 0.02% | −4,849−68.9% | Reduced |
| Clarius Group, LLC | 2,203 | $615.1K | 0.04% | −599−21.4% | Reduced |
| Flagship Harbor Advisors, LLC | 2,204 | $615.3K | 0.03% | −675−23.4% | Reduced |
| Bridgewater Advisors Inc. | 2,228 | $615.5K | 0.04% | +141+6.8% | Added |
| Fisher Asset Management, LLC | 2,212 | $617.9K | 0.00% | +378+20.6% | Added |
| Tradewinds Capital Management, LLC | 2,215 | $618.5K | 0.14% | +185+9.1% | Added |
| Cigna Investments Inc | 2,222 | $620.0K | 0.09% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,234 | $623.5K | 0.02% | +182+8.9% | Added |
| Weik Capital Management | 2,235 | $624.1K | 0.23% | 00.0% | Unchanged |
| Stegent Equity Advisors, Inc. | 2,238 | $624.9K | 0.51% | +126+6.0% | Added |
| Axxcess Wealth Management, LLC | 2,239 | $625.1K | 0.01% | −1,387−38.3% | Reduced |
| Financial Engines Advisors L.L.C. | 2,259 | $630.8K | 0.00% | −4−0.2% | Reduced |
| United Community Bank | 2,268 | $633.3K | 0.20% | −60−2.6% | Reduced |
| Kingswood Wealth Advisors, LLC | 2,277 | $635.8K | 0.04% | +790+53.1% | Added |
| Sky Investment Group LLC | 2,291 | $639.7K | 0.11% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 2,294 | $640.5K | 0.02% | +12+0.5% | Added |
| Dynamic Technology Lab Private Ltd | 2,302 | $643.0K | 0.11% | −788−25.5% | Reduced |
| Sageworth Trust Co of South Dakota | 2,308 | $644.4K | 0.61% | 00.0% | Unchanged |
| Foundation Resource Management Inc | 2,315 | $646.4K | 0.09% | +29+1.3% | Added |
| Measured Wealth Private Client Group, LLC | 2,326 | $649.5K | 0.18% | −339−12.7% | Reduced |
| Salvus Wealth Management, LLC | 2,326 | $649.5K | 0.36% | +5+0.2% | Added |
| Heritage Wealth Management, Inc. | 2,330 | $650.6K | 0.19% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 2,331 | $650.8K | 0.01% | +175+8.1% | Added |
| LMCG Investments, LLC | 2,332 | $651.1K | 0.04% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 2,335 | $652.0K | 0.05% | +8+0.3% | Added |
| 1620 Investment Advisors, Inc. | 2,340 | $653.3K | 0.44% | −25−1.1% | Reduced |
| WJ Financial Advisors LLC | 2,349 | $655.9K | 0.64% | +2,349 | New |
| TCI Wealth Advisors, Inc. | 2,359 | $658.7K | 0.04% | +6+0.3% | Added |
| Jeppson Wealth Management, LLC | 2,370 | $661.8K | 0.21% | −120−4.8% | Reduced |
| Rexford Capital Inc | 2,382 | $665.1K | 0.51% | +30+1.3% | Added |
| Baron Wealth Management LLC | 2,384 | $665.6K | 0.22% | −38−1.6% | Reduced |
| CIBC World Markets Inc. | 2,384 | $665.7K | 0.00% | +689+40.6% | Added |
| Northcape Wealth Management, LLC | 2,400 | $670.1K | 0.20% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 2,400 | $670.1K | 0.32% | +70+3.0% | Added |
| Larson Financial Group LLC | 2,406 | $671.9K | 0.02% | −1,175−32.8% | Reduced |
| Mesirow Financial Investment Management, Inc. | 2,416 | $674.3K | 0.01% | +426+21.4% | Added |
| Brookstone Capital Management | 2,417 | $675.0K | 0.01% | −102−4.0% | Reduced |