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 |
|---|---|---|---|---|---|
| Insigneo Advisory Services, LLC | 2,420 | $675.7K | 0.05% | −116−4.6% | Reduced |
| Stratos Wealth Partners, LTD. | 2,427 | $677.8K | 0.01% | +95+4.1% | Added |
| Fox Run Management, L.L.C. | 2,431 | $678.8K | 0.11% | +2,431 | New |
| Harbour Capital Advisors, LLC | 2,391 | $681.4K | 0.14% | +10.0% | Added |
| Scientech Research LLC | 2,443 | $682.1K | 0.24% | +2,443 | New |
| Modera Wealth Management, LLC | 2,448 | $683.6K | 0.01% | +132+5.7% | Added |
| Transcend Wealth Collective, LLC | 2,448 | $683.6K | 0.05% | +402+19.6% | Added |
| NorthCrest Asset Manangement, LLC | 2,403 | $684.9K | 0.02% | +819+51.7% | Added |
| Evoke Wealth, LLC | 2,453 | $685.0K | 0.01% | +136+5.9% | Added |
| Essex Savings Bank | 2,459 | $686.6K | 0.15% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 2,460 | $686.9K | 0.05% | −42−1.7% | Reduced |
| StoneX Group Inc. | 2,475 | $691.1K | 0.03% | +3+0.1% | Added |
| Franklin Street Advisors Inc | 2,479 | $692.2K | 0.04% | −100−3.9% | Reduced |
| Boston Trust Walden Corp | 2,486 | $694.1K | 0.01% | 00.0% | Unchanged |
| Mediolanum International Funds Ltd | 2,519 | $696.5K | 0.01% | +2,519 | New |
| Journey Advisory Group, LLC | 2,495 | $696.7K | 0.05% | −100−3.9% | Reduced |
| Kepler Cheuvreux (Suisse) SA | 2,505 | $699.4K | 0.04% | +2,505 | New |
| Beacon Investment Advisors LLC | 2,507 | $700.0K | 0.29% | +10.0% | Added |
| Mather Group, LLC. | 2,513 | $701.8K | 0.01% | +339+15.6% | Added |
| Grimes & Company, Inc. | 2,514 | $701.8K | 0.02% | +73+3.0% | Added |
| Stiles Financial Services Inc | 2,531 | $706.7K | 0.22% | +5+0.2% | Added |
| True Vision MN LLC | 2,532 | $707.0K | 0.37% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 2,534 | $707.5K | 0.10% | +1,700+203.8% | Added |
| First National Bank Sioux Falls | 2,548 | $711.5K | 0.22% | −16−0.6% | Reduced |
| National Wealth Management Group, LLC | 2,552 | $712.6K | 0.27% | +2,552 | New |
| Park National Corp | 2,572 | $718.2K | 0.02% | −8−0.3% | Reduced |
| Aureus Asset Management, LLC | 2,588 | $722.6K | 0.05% | −750−22.5% | Reduced |
| Summit Financial, LLC | 2,592 | $723.8K | 0.01% | +949+57.8% | Added |
| Skopos Labs, Inc. | 2,758 | $726.1K | 0.10% | −67−2.4% | Reduced |
| Legacy Financial Group LLC | 2,610 | $728.7K | 0.10% | +23+0.9% | Added |
| Orrstown Financial Services Inc | 2,611 | $729.0K | 0.12% | 00.0% | Unchanged |
| Welch & Forbes LLC | 2,611 | $729.0K | 0.01% | 00.0% | Unchanged |
| Trust Asset Management LLC | 2,619 | $731.3K | 0.05% | 00.0% | Unchanged |
| PUREfi Wealth, LLC | 2,644 | $738.3K | 0.57% | +361+15.8% | Added |
| Bank of New Hampshire | 2,648 | $739.4K | 0.17% | −71−2.6% | Reduced |
| Inlet Private Wealth, LLC | 2,651 | $740.3K | 0.17% | +61+2.4% | Added |
| Aries Wealth Management | 2,658 | $742.2K | 0.18% | 00.0% | Unchanged |
| AE Wealth Management LLC | 2,664 | $743.9K | 0.00% | +750+39.2% | Added |
| TCG Advisory Services, LLC | 2,688 | $750.4K | 0.03% | −33−1.2% | Reduced |
| Madison Asset Management, LLC | 2,690 | $751.1K | 0.01% | −150−5.3% | Reduced |
| Sagespring Wealth Partners, LLC | 2,708 | $756.1K | 0.01% | +2,708 | New |
| Interchange Capital Partners, LLC | 2,710 | $756.7K | 0.15% | +238+9.6% | Added |
| Baldwin Brothers Inc | 2,715 | $758.1K | 0.05% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 2,721 | $759.8K | 0.14% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 2,725 | $760.9K | 0.67% | −50−1.8% | Reduced |
| Associated Banc-Corp | 2,734 | $763.4K | 0.02% | 00.0% | Unchanged |
| Mendel Money Management | 2,742 | $765.6K | 0.32% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 2,756 | $769.2K | 0.02% | −32−1.1% | Reduced |
| Pensionmark Financial Group, LLC | 2,768 | $772.9K | 0.02% | +589+27.0% | Added |
| Brave Asset Management Inc | 2,780 | $776.2K | 0.19% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 2,792 | $779.5K | 0.09% | −238−7.9% | Reduced |
| Capital Investment Advisors, LLC | 2,795 | $780.4K | 0.01% | +348+14.2% | Added |
| CWA Asset Management Group, LLC | 2,803 | $782.7K | 0.03% | +14+0.5% | Added |
| DRW Securities, LLC | 2,804 | $783.3K | 0.04% | +1,324+89.5% | Added |
| Guardian Wealth Advisors, LLC | 2,807 | $783.8K | 0.05% | +16+0.6% | Added |
| Wealthspire Advisors, LLC | 2,810 | $784.6K | 0.00% | −550−16.4% | Reduced |
| Real Talk Capital, LLC | 2,835 | $791.5K | 0.85% | +21+0.7% | Added |
| Apollon Wealth Management, LLC | 2,836 | $791.9K | 0.01% | −526−15.6% | Reduced |
| Clear Harbor Asset Management, LLC | 2,847 | $794.9K | 0.06% | 00.0% | Unchanged |
| Eastern Bank | 2,848 | $795.2K | 0.01% | +188+7.1% | Added |
| Anchor Investment Management, LLC | 2,885 | $805.5K | 0.07% | +1,782+161.6% | Added |
| Ibex Wealth Advisors | 2,889 | $806.6K | 0.08% | +40+1.4% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,899 | $809.5K | 0.08% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 2,901 | $809.9K | 0.04% | +186+6.9% | Added |
| Bank of Stockton | 2,901 | $810.0K | 0.23% | −5−0.2% | Reduced |
| Polymer Capital Management (US) LLC | 2,909 | $812.3K | 0.11% | +2,909 | New |
| Baker Ellis Asset Management LLC | 2,919 | $815.1K | 0.10% | +2,919 | New |
| Legacy Capital Wealth Partners, LLC | 2,920 | $815.2K | 0.18% | −527−15.3% | Reduced |
| Checchi Capital Advisers, LLC | 2,923 | $816.2K | 0.06% | −193−6.2% | Reduced |
| Chicago Trust Co NA | 2,959 | $826.2K | 0.11% | +2+0.1% | Added |
| Integrated Advisors Network LLC | 2,974 | $830.3K | 0.03% | +31+1.1% | Added |
| Mount Lucas Management LP | 2,986 | $833.8K | 0.38% | −78−2.5% | Reduced |
| Fidelis Capital Partners, LLC | 2,994 | $836.0K | 0.07% | +43+1.5% | Added |
| Picton Mahoney Asset Management | 2,992 | $836.0K | 0.01% | +2,992 | New |
| Camden National Bank | 2,996 | $836.5K | 0.12% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 3,004 | $838.9K | 0.01% | +1,117+59.2% | Added |
| Silvercrest Asset Management Group LLC | 3,016 | $842.2K | 0.01% | −750−19.9% | Reduced |
| Frank, Rimerman Advisors LLC | 3,044 | $849.9K | 0.05% | −24−0.8% | Reduced |
| Level Four Advisory Services, LLC | 3,044 | $850.2K | 0.03% | +48+1.6% | Added |
| Pitcairn Co | 3,068 | $856.6K | 0.07% | −672−18.0% | Reduced |
| Pinnacle Bancorp, Inc. | 3,068 | $856.6K | 0.25% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 3,076 | $858.8K | 0.06% | +10.0% | Added |
| Wilson & Boucher Capital Management, LLC | 3,088 | $862.2K | 0.57% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 3,092 | $863.4K | 0.05% | −22−0.7% | Reduced |
| Baker Tilly Wealth Management, LLC | 3,094 | $863.8K | 0.20% | −762−19.8% | Reduced |
| Dark Forest Capital Management LP | 3,110 | $868.4K | 0.03% | −6,426−67.4% | Reduced |
| Evernest Financial Advisors, LLC | 3,113 | $869.2K | 0.24% | −42−1.3% | Reduced |
| Alpha Cubed Investments, LLC | 3,117 | $870.4K | 0.03% | −3−0.1% | Reduced |
| Davis R M Inc | 3,161 | $882.6K | 0.02% | 00.0% | Unchanged |
| Roehl & Yi Investment Advisors, LLC | 3,184 | $889.0K | 0.39% | −421−11.7% | Reduced |
| Wedmont Private Capital | 3,126 | $890.9K | 0.03% | −44−1.4% | Reduced |
| Krilogy Financial LLC | 3,225 | $892.2K | 0.03% | +3,225 | New |
| RiverFront Investment Group, LLC | 3,201 | $893.8K | 0.02% | +539+20.2% | Added |
| Quad-Cities Investment Group, LLC | 3,209 | $896.1K | 0.38% | +4+0.1% | Added |
| Mitchell & Pahl Private Wealth, LLC | 3,224 | $900.2K | 0.38% | −40−1.2% | Reduced |
| LVM Capital Management Ltd | 3,251 | $908.0K | 0.09% | 00.0% | Unchanged |
| Strategic Advisors LLC | 3,262 | $911.0K | 0.15% | −10−0.3% | Reduced |
| Ar Asset Management Inc | 3,264 | $911.0K | 0.19% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 3,280 | $915.8K | 0.14% | +3,280 | New |
| Villere St Denis J & Co LLC | 3,303 | $922.3K | 0.09% | 00.0% | Unchanged |