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; 1,868 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
- 1,680
- +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
- 568 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 | 1,868 | $61.0B |
| Q1 2026 | 1,804 | $52.1B |
| Q4 2025 | 1,779 | $53.8B |
| Q3 2025 | 1,680 | $51.9B |
| Q2 2025 | 1,638 | $50.7B |
| Q1 2025 | 1,644 | $49.8B |
| Q4 2024 | 1,589 | $45.6B |
| Q3 2024 | 1,470 | $44.0B |
| Q2 2024 | 1,414 | $38.8B |
| Q1 2024 | 1,451 | $43.6B |
| Q4 2023 | 1,333 | $36.0B |
| Q3 2023 | 1,259 | $30.5B |
| Q2 2023 | 1,287 | $32.5B |
| Q1 2023 | 1,269 | $32.3B |
| Q4 2022 | 1,303 | $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 |
|---|---|---|---|---|---|
| Dynamic Technology Lab Private Ltd | 2,302 | $643.0K | 0.11% | −788−25.5% | Reduced |
| Daymark Wealth Partners, LLC | 2,294 | $640.5K | 0.02% | +12+0.5% | Added |
| Sky Investment Group LLC | 2,291 | $639.7K | 0.11% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 2,277 | $635.8K | 0.04% | +790+53.1% | Added |
| United Community Bank | 2,268 | $633.3K | 0.20% | −60−2.6% | Reduced |
| Financial Engines Advisors L.L.C. | 2,259 | $630.8K | 0.00% | −4−0.2% | Reduced |
| Axxcess Wealth Management, LLC | 2,239 | $625.1K | 0.01% | −1,387−38.3% | Reduced |
| Stegent Equity Advisors, Inc. | 2,238 | $624.9K | 0.51% | +126+6.0% | Added |
| Weik Capital Management | 2,235 | $624.1K | 0.23% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,234 | $623.5K | 0.02% | +182+8.9% | Added |
| Cigna Investments Inc | 2,222 | $620.0K | 0.09% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 2,215 | $618.5K | 0.14% | +185+9.1% | Added |
| Fisher Asset Management, LLC | 2,212 | $617.9K | 0.00% | +378+20.6% | Added |
| Bridgewater Advisors Inc. | 2,228 | $615.5K | 0.04% | +141+6.8% | Added |
| Flagship Harbor Advisors, LLC | 2,204 | $615.3K | 0.03% | −675−23.4% | Reduced |
| Clarius Group, LLC | 2,203 | $615.1K | 0.04% | −599−21.4% | Reduced |
| Kestra Investment Management, LLC | 2,193 | $612.4K | 0.02% | −4,849−68.9% | Reduced |
| Leavell Investment Management, Inc. | 2,192 | $612.0K | 0.03% | 00.0% | Unchanged |
| City State Bank | 2,186 | $610.4K | 0.18% | −80−3.5% | Reduced |
| Avantax Planning Partners, Inc. | 2,164 | $604.4K | 0.02% | +10.0% | Added |
| River Wealth Advisors LLC | 2,164 | $604.1K | 0.07% | +4+0.2% | Added |
| Williams Jones Wealth Management, LLC. | 2,163 | $604.0K | 0.01% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 2,158 | $602.6K | 0.02% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 2,157 | $602.2K | 0.03% | +86+4.2% | Added |
| Wedbush Securities Inc | 2,157 | $602.0K | 0.02% | −240−10.0% | Reduced |
| EntryPoint Capital, LLC | 2,139 | $597.3K | 0.23% | +2,139 | New |
| Empower Advisory Group, LLC | 2,126 | $593.5K | 0.00% | −39−1.8% | Reduced |
| Green Square Capital Advisors LLC | 2,217 | $593.2K | 0.07% | 00.0% | Unchanged |
| South State Corp. | 2,123 | $592.8K | 0.03% | −75−3.4% | Reduced |
| Keystone Financial Group | 2,111 | $589.5K | 0.05% | 00.0% | Unchanged |
| Ledyard National Bank | 2,097 | $585.5K | 0.05% | 00.0% | Unchanged |
| Caisse des Depots Et Consignations | 2,091 | $583.8K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 2,080 | $580.8K | 0.07% | +174+9.1% | Added |
| West Family Investments, Inc. | 2,079 | $580.5K | 0.13% | +18+0.9% | Added |
| Hamilton Capital Partners Inc. | 2,077 | $579.9K | 0.02% | −800−27.8% | Reduced |
| Moody Lynn & Lieberson, LLC | 2,061 | $575.5K | 0.03% | −251−10.9% | Reduced |
| Lifeworks Advisors, LLC | 2,060 | $575.2K | 0.08% | −29−1.4% | Reduced |
| Diligent Investors, LLC | 2,056 | $574.1K | 0.15% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,052 | $573.0K | 0.02% | −108−5.0% | Reduced |
| Eagle Harbor Asset Management Inc | 2,035 | $568.2K | 0.50% | +16+0.8% | Added |
| International Assets Investment Management, LLC | 2,124 | $567.2K | 0.05% | 00.0% | Unchanged |
| United Capital Management of KS, Inc. | 2,029 | $566.5K | 0.08% | +2,029 | New |
| Bearing Point Capital, LLC | 2,019 | $563.7K | 0.10% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 2,017 | $563.2K | 0.02% | +511+33.9% | Added |
| Pin Oak Investment Advisors Inc | 2,016 | $562.9K | 0.40% | +1,019+102.2% | Added |
| Patrick M Sweeney & Associates, Inc | 2,015 | $562.8K | 0.36% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 2,015 | $562.6K | 0.27% | 00.0% | Unchanged |
| Parr McKnight Wealth Management Group, LLC | 2,013 | $562.1K | 0.07% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 2,086 | $560.4K | 0.10% | +8+0.4% | Added |
| Defined Wealth Management, LLC | 2,004 | $559.6K | 0.32% | +3+0.1% | Added |
| Finward Bancorp | 2,000 | $558.4K | 0.42% | −160−7.4% | Reduced |
| Farmers Trust Co | 1,984 | $554.0K | 0.10% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 1,978 | $552.3K | 0.09% | +18+0.9% | Added |
| Journey Strategic Wealth LLC | 1,972 | $550.7K | 0.02% | +451+29.7% | Added |
| PDS Planning, Inc | 1,962 | $547.8K | 0.04% | −9−0.5% | Reduced |
| WFA Asset Management Corp | 2,339 | $547.7K | 0.30% | +10+0.4% | Added |
| Brown Wealth Management, LLC | 1,953 | $545.3K | 0.15% | +22+1.1% | Added |
| Parkside Financial Bank & Trust | 1,950 | $544.5K | 0.04% | −3−0.2% | Reduced |
| Opus Capital Group, LLC | 1,945 | $543.0K | 0.06% | −98−4.8% | Reduced |
| Evergreen Capital Management LLC | 1,944 | $542.9K | 0.01% | +174+9.8% | Added |
| Scotia Capital Inc. | 1,935 | $540.3K | 0.00% | +486+33.5% | Added |
| Marco Investment Management LLC | 1,931 | $539.2K | 0.04% | +2+0.1% | Added |
| First National Corp | 1,944 | $539.0K | 0.10% | +55+2.9% | Added |
| Mutual Advisors, LLC | 1,991 | $535.7K | 0.01% | +115+6.1% | Added |
| Valley Brook Capital Group | 1,918 | $535.5K | 0.36% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 1,917 | $535.3K | 0.01% | +306+19.0% | Added |
| Brown Brothers Harriman & Co | 1,917 | $535.3K | 0.00% | +594+44.9% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,907 | $532.4K | 0.06% | −6−0.3% | Reduced |
| Spinnaker Trust | 1,905 | $531.9K | 0.03% | 00.0% | Unchanged |
| LSV Asset Management | 1,900 | $531.0K | 0.00% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 1,900 | $530.5K | 0.07% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 1,885 | $526.2K | 0.00% | −96−4.8% | Reduced |
| Glen Eagle Advisors, LLC | 1,870 | $522.2K | 0.07% | +340+22.2% | Added |
| Thomasville National Bank | 1,870 | $522.1K | 0.03% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 1,869 | $521.9K | 0.09% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 1,866 | $521.0K | 0.06% | +4+0.2% | Added |
| Bank of Hawaii | 1,863 | $520.2K | 0.03% | −78−4.0% | Reduced |
| Cahaba Wealth Management, Inc. | 1,854 | $517.6K | 0.04% | +8+0.4% | Added |
| Donaldson Capital Management, LLC | 1,847 | $515.6K | 0.02% | +12+0.7% | Added |
| Invesco, LLC | 1,839 | $513.5K | 0.17% | +100+5.8% | Added |
| Employees Retirement System of Texas | 1,836 | $513.0K | 0.00% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 1,913 | $512.8K | 0.01% | −362−15.9% | Reduced |
| SeaCrest Wealth Management, LLC | 1,813 | $512.8K | 0.05% | −16−0.9% | Reduced |
| Premier Path Wealth Partners, LLC | 1,823 | $509.0K | 0.07% | +26+1.4% | Added |
| 4WEALTH Advisors, Inc. | 1,822 | $508.7K | 0.47% | +140+8.3% | Added |
| Advisors Capital Management, LLC | 1,818 | $507.7K | 0.01% | +15+0.8% | Added |
| Texas Capital Bank Wealth Management Services Inc | 1,815 | $506.8K | 0.04% | −236−11.5% | 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 |
| Rockland Trust Co | 1,765 | $492.8K | 0.02% | −186−9.5% | Reduced |
| Global Retirement Partners, LLC | 1,762 | $491.9K | 0.01% | −216−10.9% | Reduced |
| Longfellow Investment Management Co LLC | 1,755 | $490.0K | 0.12% | +1,755 | New |
| Drive Wealth Management, LLC | 1,751 | $488.9K | 0.10% | −2−0.1% | Reduced |
| Sivia Capital Partners, LLC | 1,750 | $488.7K | 0.14% | +294+20.2% | Added |
| LBMC Investment Advisors, LLC | 1,750 | $488.6K | 0.03% | +1,750 | New |
| Wesbanco Bank Inc | 1,745 | $487.2K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,741 | $486.1K | 0.06% | −580−25.0% | Reduced |
| Beverly Hills Private Wealth, LLC | 1,737 | $485.0K | 0.09% | −1−0.1% | Reduced |
| Modern Wealth Management, LLC | 1,737 | $485.0K | 0.01% | +4+0.2% | Added |