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 |
|---|---|---|---|---|---|
| Edgestream Partners, L.P. | 15,749 | $4.40M | 0.13% | +15,749 | New |
| Prospera Financial Services Inc | 15,717 | $4.39M | 0.07% | +86+0.6% | Added |
| GLOBALT Investments LLC | 15,643 | $4.37M | 0.16% | −249−1.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 15,644 | $4.36M | 0.03% | +1,678+12.0% | Added |
| Park Avenue Securities LLC | 15,577 | $4.35M | 0.03% | +628+4.2% | Added |
| Unison Advisors LLC | 15,505 | $4.33M | 0.40% | +64+0.4% | Added |
| NewEdge Wealth, LLC | 15,596 | $4.31M | 0.06% | +2,945+23.3% | Added |
| ING Groep NV | 15,182 | $4.24M | 0.02% | −413−2.6% | Reduced |
| Slow Capital, Inc. | 15,152 | $4.23M | 0.50% | −227−1.5% | Reduced |
| RSM US Wealth Management LLC | 15,043 | $4.20M | 0.05% | −14−0.1% | Reduced |
| IFP Advisors, Inc | 15,008 | $4.19M | 0.11% | +1,117+8.0% | Added |
| Nearwater Capital Markets, Ltd | 15,000 | $4.19M | 0.06% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 14,983 | $4.18M | 0.19% | +2,000+15.4% | Added |
| CAPROCK Group, Inc. | 15,398 | $4.18M | 0.10% | +15,398 | New |
| Brinker Capital Investments, LLC | 14,947 | $4.17M | 0.03% | −2,941−16.4% | Reduced |
| Romano Brothers and Company | 14,895 | $4.15M | 0.47% | +1,360+10.0% | Added |
| Vident Advisory, LLC | 14,854 | $4.15M | 0.04% | +8,459+132.3% | Added |
| Asset Dedication, LLC | 14,717 | $4.11M | 0.28% | −915−5.9% | Reduced |
| Lido Advisors, LLC | 14,695 | $4.10M | 0.02% | +2,363+19.2% | Added |
| Baker Avenue Asset Management, LP | 14,572 | $4.07M | 0.10% | +342+2.4% | Added |
| Financial Advisory Service, Inc. | 14,499 | $4.05M | 0.27% | +639+4.6% | Added |
| BKD Wealth Advisors, LLC | 14,324 | $4.00M | 0.08% | −451−3.1% | Reduced |
| Wakefield Asset Management LLLP | 14,323 | $4.00M | 1.09% | +224+1.6% | Added |
| Savant Capital, LLC | 14,307 | $3.99M | 0.02% | +1,081+8.2% | Added |
| Kentucky Retirement Systems | 14,194 | $3.96M | 0.11% | −295−2.0% | Reduced |
| Kingsview Wealth Management, LLC | 14,129 | $3.95M | 0.06% | +299+2.2% | Added |
| Advisory Services Network, LLC | 14,119 | $3.94M | 0.06% | +81+0.6% | Added |
| 1st Source Bank | 14,055 | $3.92M | 0.21% | −512−3.5% | Reduced |
| Sterling Capital Management LLC | 13,832 | $3.86M | 0.06% | +1,043+8.2% | Added |
| Tower Research Capital LLC (TRC) | 13,794 | $3.85M | 0.11% | +4,082+42.0% | Added |
| Buckingham Strategic Partners | 13,633 | $3.83M | 0.04% | +3,980+41.2% | Added |
| Erste Asset Management GmbH | 13,749 | $3.80M | 0.04% | −8,614−38.5% | Reduced |
| iA Global Asset Management Inc. | 13,556 | $3.79M | 0.05% | +3,702+37.6% | Added |
| 1832 Asset Management L.P. | 13,513 | $3.77M | 0.01% | +4,884+56.6% | Added |
| Tower Bridge Advisors | 13,461 | $3.76M | 0.38% | +298+2.3% | Added |
| Lincoln Capital LLC | 13,195 | $3.75M | 0.70% | −1,337−9.2% | Reduced |
| Banque Cantonale Vaudoise | 13,413 | $3.75M | 0.14% | +2,222+19.9% | Added |
| New Age Alpha Advisors, LLC | 13,323 | $3.72M | 0.16% | −191−1.4% | Reduced |
| Osborne Partners Capital Management, LLC | 13,322 | $3.72M | 0.19% | −1,535−10.3% | Reduced |
| Hartford Investment Management Co | 13,250 | $3.70M | 0.11% | −463−3.4% | Reduced |
| Rossmore Private Capital | 13,190 | $3.68M | 0.40% | −20.0% | Reduced |
| William B. Walkup & Associates, Inc. | 13,134 | $3.67M | 1.96% | −50.0% | Reduced |
| Metis Global Partners, LLC | 13,092 | $3.66M | 0.09% | +2,007+18.1% | Added |
| Voleon Capital Management LP | 13,087 | $3.65M | 0.09% | +11,342+650.0% | Added |
| Icon Wealth Advisors, LLC | 13,020 | $3.64M | 0.25% | −223−1.7% | Reduced |
| Hancock Whitney Corp | 12,947 | $3.62M | 0.07% | +16+0.1% | Added |
| Carnegie Capital Asset Management, LLC | 12,741 | $3.56M | 0.07% | −839−6.2% | Reduced |
| Garner Asset Management Corp | 12,667 | $3.54M | 1.43% | +1,899+17.6% | Added |
| Jane Street Group, LLC | 12,495 | $3.49M | 0.00% | +12,495 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 12,483 | $3.49M | 0.01% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 12,469 | $3.48M | 0.42% | −1,979−13.7% | Reduced |
| Acropolis Investment Management, LLC | 12,993 | $3.48M | 0.18% | +1,302+11.1% | Added |
| Vestmark Advisory Solutions, Inc. | 12,331 | $3.44M | 0.07% | +2,844+30.0% | Added |
| D.A. Davidson & Co. | 12,159 | $3.40M | 0.02% | +56+0.5% | Added |
| Ballentine Partners, LLC | 12,153 | $3.39M | 0.05% | −473−3.7% | Reduced |
| Delta Financial Advisors LLC | 11,957 | $3.34M | 0.94% | −51−0.4% | Reduced |
| Agf Management Ltd | 11,955 | $3.34M | 0.01% | +969+8.8% | Added |
| Diversified Trust Co | 11,908 | $3.32M | 0.07% | −1,356−10.2% | Reduced |
| Fulton Bank, N.A. | 11,803 | $3.30M | 0.12% | −606−4.9% | Reduced |
| Louisiana State Employees Retirement System | 11,800 | $3.29M | 0.06% | −200−1.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 11,709 | $3.27M | 0.12% | +326+2.9% | Added |
| Compass Wealth Management LLC | 11,624 | $3.25M | 0.72% | −25−0.2% | Reduced |
| Kinneret Advisory, LLC | 11,388 | $3.18M | 0.27% | −51−0.4% | Reduced |
| Burney Co | 11,328 | $3.16M | 0.10% | −86−0.8% | Reduced |
| Gulf International Bank (UK) Ltd | 11,291 | $3.15M | 0.10% | −199−1.7% | Reduced |
| Bessemer Group Inc | 11,284 | $3.15M | 0.00% | +333+3.0% | Added |
| Nuance Investments, LLC | 11,156 | $3.11M | 0.32% | +11,156 | New |
| Maryland State Retirement & Pension System | 11,153 | $3.11M | 0.07% | +165+1.5% | Added |
| Pinnacle Financial Partners Inc | 11,141 | $3.11M | 0.07% | −10.0% | Reduced |
| J.W. Cole Advisors, Inc. | 10,920 | $3.05M | 0.06% | −219−2.0% | Reduced |
| Securian Asset Management, Inc | 10,820 | $3.02M | 0.08% | −1,024−8.6% | Reduced |
| LRT Capital Management, LLC | 10,758 | $3.00M | 1.99% | +10,758 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 10,730 | $3.00M | 0.85% | +299+2.9% | Added |
| Atlantic Union Bankshares Corp | 10,667 | $2.98M | 0.06% | +18+0.2% | Added |
| Peddock Capital Advisors, LLC | 10,583 | $2.95M | 0.64% | −295−2.7% | Reduced |
| Evercore Wealth Management, LLC | 10,547 | $2.94M | 0.04% | +383+3.8% | Added |
| Levin Capital Strategies, L.P. | 10,433 | $2.91M | 0.27% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 10,366 | $2.89M | 0.43% | −10−0.1% | Reduced |
| New Mexico Educational Retirement Board | 10,278 | $2.87M | 0.09% | −300−2.8% | Reduced |
| Natural Investments, LLC | 10,270 | $2.87M | 0.71% | −76−0.7% | Reduced |
| Exeter Financial, LLC | 10,246 | $2.86M | 1.24% | −97−0.9% | Reduced |
| White Pine Capital LLC | 10,244 | $2.86M | 0.82% | −50−0.5% | Reduced |
| Greenleaf Trust | 9,999 | $2.79M | 0.03% | +31+0.3% | Added |
| United Capital Financial Advisers, LLC | 9,924 | $2.77M | 0.02% | +767+8.4% | Added |
| E. Ohman J:or Asset Management AB | 9,892 | $2.76M | 0.07% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 9,882 | $2.76M | 0.63% | −754−7.1% | Reduced |
| Montag A & Associates Inc | 9,844 | $2.75M | 0.13% | +11+0.1% | Added |
| Chilton Investment Co LLC | 9,775 | $2.73M | 0.06% | +9,775 | New |
| Wesleyan Assurance Society | 9,740 | $2.72M | 0.16% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 9,737 | $2.72M | 0.24% | +41+0.4% | Added |
| Allspring Global Investments Holdings, LLC | 9,724 | $2.70M | 0.00% | −278−2.8% | Reduced |
| DSG Capital Advisors, LLC | 9,655 | $2.70M | 0.43% | 00.0% | Unchanged |
| GAMMA Investing LLC | 9,655 | $2.70M | 0.15% | +442+4.8% | Added |
| Parsons Capital Management Inc | 9,586 | $2.68M | 0.15% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 9,585 | $2.68M | 0.11% | +119+1.3% | Added |
| Vestcor Inc | 9,491 | $2.65M | 0.08% | −178−1.8% | Reduced |
| Argent Advisors, Inc. | 9,482 | $2.65M | 0.78% | +331+3.6% | Added |
| Allworth Financial LP | 9,446 | $2.64M | 0.01% | +984+11.6% | Added |
| Everence Capital Management Inc | 9,403 | $2.63M | 0.16% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 9,378 | $2.62M | 0.14% | +7,589+424.2% | Added |