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
- 1,680
- +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 | 1,869 | $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 |
|---|---|---|---|---|---|
| Peregrine Asset Advisers, Inc. | 28,491 | $7.96M | 2.39% | +28,491 | New |
| Groupe la Francaise | 28,179 | $7.87M | 0.11% | −2,248−7.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 27,949 | $7.80M | 0.20% | +2,975+11.9% | Added |
| Caisse de Depot Et Placement du Quebec | 27,884 | $7.79M | 0.01% | −27,166−49.3% | Reduced |
| Nomura Holdings Inc | 27,844 | $7.77M | 0.04% | −29,346−51.3% | Reduced |
| SRS Capital Advisors, Inc. | 27,381 | $7.65M | 0.11% | +24,926+1,015.3% | Added |
| Palmer Knight Co | 27,243 | $7.61M | 3.60% | −813−2.9% | Reduced |
| Virginia Retirement Systems Et Al | 27,200 | $7.59M | 0.05% | +27,200 | New |
| KWMG, LLC | 27,198 | $7.59M | 0.67% | +451+1.7% | Added |
| Gotham Asset Management, LLC | 27,122 | $7.57M | 0.03% | +5,305+24.3% | Added |
| Liberty One Investment Management, LLC | 26,228 | $7.32M | 0.41% | +6,408+32.3% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 26,172 | $7.31M | 0.02% | +20,092+330.5% | Added |
| Palisade Asset Management, LLC | 26,151 | $7.30M | 0.68% | −32−0.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 25,778 | $7.20M | 0.02% | +674+2.7% | Added |
| Oregon Public Employees Retirement Fund | 25,728 | $7.18M | 0.09% | +6,189+31.7% | Added |
| Cullinan Associates Inc | 25,484 | $7.12M | 0.46% | +2,173+9.3% | Added |
| GWM Advisors LLC | 25,354 | $7.08M | 0.03% | −118−0.5% | Reduced |
| NEOS Investment Management LLC | 25,332 | $7.07M | 0.05% | +8,099+47.0% | Added |
| Sequoia Financial Advisors, LLC | 25,327 | $7.07M | 0.04% | +11,781+87.0% | Added |
| Fisher Funds Management LTD | 25,120 | $7.01M | 0.19% | 00.0% | Unchanged |
| Strategic Planning Group, LLC | 24,990 | $6.98M | 0.94% | +5,290+26.9% | Added |
| Morningstar Investment Management LLC | 24,526 | $6.85M | 0.25% | +24,526 | New |
| HRT Financial LP | 24,432 | $6.82M | 0.03% | +24,432 | New |
| Mutual of America Capital Management LLC | 24,404 | $6.81M | 0.07% | −1,579−6.1% | Reduced |
| Capital City Trust Co | 24,376 | $6.81M | 1.66% | −1,041−4.1% | Reduced |
| Peapack Gladstone Financial Corp | 24,155 | $6.75M | 0.09% | +9,279+62.4% | Added |
| CX Institutional | 24,078 | $6.72M | 0.20% | +3,329+16.0% | Added |
| Jefferies Financial Group Inc. | 23,999 | $6.70M | 0.06% | −143,972−85.7% | Reduced |
| Olstein Capital Management, L.P. | 24,000 | $6.70M | 1.27% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 23,850 | $6.66M | 0.01% | +5,634+30.9% | Added |
| Penobscot Investment Management Company, Inc. | 23,754 | $6.63M | 0.51% | +687+3.0% | Added |
| Private Advisor Group, LLC | 23,328 | $6.51M | 0.03% | +183+0.8% | Added |
| Freestone Capital Holdings, LLC | 23,294 | $6.50M | 0.20% | +335+1.5% | Added |
| Pacer Advisors, Inc. | 23,185 | $6.47M | 0.02% | +4,843+26.4% | Added |
| Wealthfront Advisers LLC | 23,057 | $6.44M | 0.02% | +2,577+12.6% | Added |
| Citizens Business Bank | 22,652 | $6.32M | 1.06% | +521+2.4% | Added |
| Whittier Trust Co of Nevada Inc | 22,028 | $6.27M | 0.13% | −22−0.1% | Reduced |
| Meyer Handelman Co | 22,400 | $6.25M | 0.20% | 00.0% | Unchanged |
| Commerce Bank | 22,182 | $6.19M | 0.03% | +57+0.3% | Added |
| Norinchukin Bank, The | 21,990 | $6.14M | 0.08% | −1,783−7.5% | Reduced |
| Beacon Pointe Advisors, LLC | 21,903 | $6.12M | 0.05% | +3,013+16.0% | Added |
| Umb Bank N A | 21,704 | $6.06M | 0.09% | −1,375−6.0% | Reduced |
| Weiss Asset Management LP | 21,690 | $6.06M | 0.09% | +21,690 | New |
| Verdence Capital Advisors LLC | 22,037 | $5.96M | 0.34% | −478−2.1% | Reduced |
| Pinnacle Associates Ltd | 20,918 | $5.84M | 0.08% | −50.0% | Reduced |
| Generali Asset Management SPA SGR | 20,701 | $5.78M | 0.12% | −427−2.0% | Reduced |
| HM Payson & Co | 20,568 | $5.74M | 0.08% | −500−2.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 20,523 | $5.73M | 0.03% | +119+0.6% | Added |
| Point72 Europe (London) LLP | 20,500 | $5.72M | 0.31% | +20,500 | New |
| Lazard Asset Management LLC | 20,418 | $5.70M | 0.01% | +1,507+8.0% | Added |
| Investment Management Corp of Ontario | 20,397 | $5.70M | 0.09% | −7,231−26.2% | Reduced |
| R.H. Investment Group, LLC | 20,344 | $5.68M | 4.93% | +40+0.2% | Added |
| Vinva Investment Management Ltd | 20,537 | $5.68M | 0.11% | −387−1.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 20,240 | $5.65M | 0.02% | +2,233+12.4% | Added |
| First Pacific Financial | 20,230 | $5.65M | 0.78% | +4,562+29.1% | Added |
| UniSuper Management Pty Ltd | 20,213 | $5.64M | 0.03% | +2,809+16.1% | Added |
| Culbertson A N & Co Inc | 20,183 | $5.64M | 0.80% | −100.0% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $5.62M | 1.09% | 00.0% | Unchanged |
| New Vernon Investment Management LLC | 20,043 | $5.60M | 5.22% | 00.0% | Unchanged |
| tru Independence LLC | 19,837 | $5.54M | 1.44% | +50.0% | Added |
| Assetmark, Inc | 19,713 | $5.50M | 0.01% | +6,076+44.6% | Added |
| CIBC Private Wealth Group, LLC | 19,320 | $5.39M | 0.01% | +966+5.3% | Added |
| Ferguson Wellman Capital Management, Inc | 19,274 | $5.38M | 0.09% | −80−0.4% | Reduced |
| SGL Investment Advisors, Inc. | 20,030 | $5.36M | 2.23% | +297+1.5% | Added |
| Bristlecone Advisors, LLC | 19,177 | $5.35M | 0.45% | −666−3.4% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 19,100 | $5.33M | 0.67% | −155−0.8% | Reduced |
| B&L Asset Management LLC | 18,743 | $5.23M | 2.68% | +181+1.0% | Added |
| HB Wealth Management, LLC | 18,611 | $5.20M | 0.04% | +1,684+9.9% | Added |
| Thrivent Financial for Lutherans | 18,504 | $5.17M | 0.01% | +7,713+71.5% | Added |
| Foster & Motley Inc | 18,430 | $5.15M | 0.28% | −849−4.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 18,420 | $5.14M | 0.08% | 00.0% | Unchanged |
| RNC Capital Management LLC | 18,382 | $5.13M | 0.24% | −946−4.9% | Reduced |
| Atria Investments LLC | 18,375 | $5.13M | 0.06% | −1,298−6.6% | Reduced |
| KCM Investment Advisors LLC | 18,369 | $5.13M | 0.17% | +89+0.5% | Added |
| Meridian Investment Counsel Inc. | 18,363 | $5.13M | 1.27% | +385+2.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 18,308 | $5.11M | 0.05% | +402+2.2% | Added |
| Fifth Third Bancorp | 18,212 | $5.09M | 0.02% | +546+3.1% | Added |
| Fulcrum Asset Management LLP | 18,117 | $5.06M | 1.40% | −503−2.7% | Reduced |
| Cresset Asset Management, LLC | 18,073 | $5.05M | 0.02% | +1,408+8.4% | Added |
| Railway Pension Investments Ltd | 18,000 | $5.03M | 0.07% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 17,991 | $5.02M | 0.08% | −619−3.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 17,796 | $4.97M | 0.04% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 17,705 | $4.94M | 0.27% | +2,778+18.6% | Added |
| Arjuna Capital | 17,511 | $4.89M | 1.22% | −151−0.9% | Reduced |
| Lee Danner & Bass Inc | 17,371 | $4.85M | 0.35% | −62−0.4% | Reduced |
| Elevate Capital Advisors, LLC | 17,276 | $4.82M | 3.36% | −226−1.3% | Reduced |
| Bokf, NA | 16,858 | $4.71M | 0.07% | +10,097+149.3% | Added |
| Sawyer & Company, Inc | 17,556 | $4.70M | 1.77% | +1,096+6.7% | Added |
| Hallmark Capital Management Inc | 16,689 | $4.66M | 0.31% | +324+2.0% | Added |
| Merit Financial Group, LLC | 16,611 | $4.64M | 0.04% | +923+5.9% | Added |
| Avanza Fonder AB | 16,552 | $4.62M | 0.12% | 00.0% | Unchanged |
| Leuthold Group, LLC | 16,466 | $4.60M | 0.50% | +559+3.5% | Added |
| Alps Advisors Inc | 16,335 | $4.56M | 0.03% | +16,335 | New |
| Empire Financial Management Company, LLC | 16,215 | $4.53M | 1.04% | +329+2.1% | Added |
| Argent Trust Co | 16,207 | $4.53M | 0.16% | −900−5.3% | Reduced |
| Applied Capital LLC | 16,096 | $4.49M | 3.21% | 00.0% | Unchanged |
| Omers Administration Corp | 15,984 | $4.46M | 0.03% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 16,397 | $4.45M | 0.09% | +733+4.7% | Added |
| Principle Wealth Partners LLC | 15,927 | $4.45M | 0.26% | +550+3.6% | Added |
| Susquehanna Fundamental Investments, LLC | 15,837 | $4.42M | 0.17% | +9,837+164.0% | Added |