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 |
|---|---|---|---|---|---|
| Moors & Cabot, Inc. | 9,368 | $2.62M | 0.11% | −217−2.3% | Reduced |
| Twin Capital Management Inc | 9,285 | $2.59M | 0.33% | −186−2.0% | Reduced |
| Choate Investment Advisors | 9,241 | $2.58M | 0.05% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 9,237 | $2.58M | 0.09% | −535−5.5% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 9,198 | $2.57M | 1.42% | −114−1.2% | Reduced |
| Fieldview Capital Management, LLC | 9,132 | $2.55M | 0.42% | +9,132 | New |
| First National Advisers, LLC | 9,090 | $2.54M | 0.34% | +339+3.9% | Added |
| Stephens Inc | 9,051 | $2.53M | 0.03% | −1,534−14.5% | Reduced |
| Founders Financial Securities LLC | 9,051 | $2.53M | 0.17% | −1,126−11.1% | Reduced |
| Integrated Wealth Concepts LLC | 9,032 | $2.52M | 0.02% | +30+0.3% | Added |
| Pinnacle Holdings, LLC | 9,031 | $2.52M | 0.88% | −48−0.5% | Reduced |
| Toroso Investments, LLC | 8,913 | $2.49M | 0.01% | +1,581+21.6% | Added |
| Spire Wealth Management | 8,895 | $2.48M | 0.08% | +2,119+31.3% | Added |
| Ostrum Asset Management | 8,887 | $2.48M | 0.11% | +1,189+15.4% | Added |
| CoreCap Advisors, LLC | 8,864 | $2.48M | 0.09% | −1,555−14.9% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 8,784 | $2.45M | 0.63% | +60+0.7% | Added |
| Arrow Financial Corp | 8,638 | $2.41M | 0.25% | −220−2.5% | Reduced |
| Canandaigua National Bank & Trust Co | 8,610 | $2.40M | 0.21% | −887−9.3% | Reduced |
| Oppenheimer & Co Inc | 8,603 | $2.40M | 0.03% | +247+3.0% | Added |
| Avalon Trust Co | 8,528 | $2.38M | 0.15% | +987+13.1% | Added |
| BancorpSouth Bank | 8,517 | $2.38M | 0.14% | −24−0.3% | Reduced |
| AssuredPartners Investment Advisors, LLC | 8,475 | $2.37M | 0.53% | +382+4.7% | Added |
| Jones Financial Companies LLLP | 8,469 | $2.35M | 0.00% | +1,606+23.4% | Added |
| Steel Peak Wealth Management LLC | 8,417 | $2.35M | 0.08% | −17,480−67.5% | Reduced |
| Jacobi Capital Management LLC | 8,407 | $2.35M | 0.14% | −196−2.3% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 8,766 | $2.35M | 0.12% | 00.0% | Unchanged |
| Webster Bank, N. A. | 8,349 | $2.33M | 0.22% | −195−2.3% | Reduced |
| Accredited Investors Inc. | 8,300 | $2.32M | 0.13% | −362−4.2% | Reduced |
| Focus Financial Network, Inc. | 8,289 | $2.31M | 0.08% | +208+2.6% | Added |
| Tectonic Advisors LLC | 8,267 | $2.31M | 0.13% | −109−1.3% | Reduced |
| Crossmark Global Holdings, Inc. | 8,257 | $2.31M | 0.03% | −735−8.2% | Reduced |
| Empirical Finance, LLC | 8,253 | $2.30M | 0.11% | +78+1.0% | Added |
| Sigma Planning Corp | 8,209 | $2.29M | 0.07% | +205+2.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 8,205 | $2.29M | 0.01% | −9,582−53.9% | Reduced |
| Weaver Capital Management LLC | 8,201 | $2.29M | 0.50% | −136−1.6% | Reduced |
| Allstate Corp | 8,193 | $2.29M | 0.05% | +8,193 | New |
| We Are One Seven, LLC | 8,191 | $2.29M | 0.05% | +899+12.3% | Added |
| Cim, LLC | 8,111 | $2.26M | 0.30% | −97−1.2% | Reduced |
| Bank & Trust Co | 8,055 | $2.25M | 1.66% | −7−0.1% | Reduced |
| Shell Asset Management Co | 8,005 | $2.23M | 0.22% | −14,598−64.6% | Reduced |
| Capital Wealth Planning, LLC | 8,000 | $2.23M | 0.02% | 00.0% | Unchanged |
| First National Trust Co | 7,993 | $2.23M | 0.08% | −121−1.5% | Reduced |
| Cary Street Partners Financial LLC | 7,971 | $2.23M | 0.06% | +251+3.3% | Added |
| Ancora Advisors, LLC | 7,940 | $2.22M | 0.04% | −34−0.4% | Reduced |
| Smith, Salley & Associates | 7,901 | $2.21M | 0.11% | +326+4.3% | Added |
| Man Group plc | 7,893 | $2.20M | 0.00% | +3,758+90.9% | Added |
| Essex Financial Services, Inc. | 7,824 | $2.18M | 0.13% | +446+6.0% | Added |
| Ashford Capital Management Inc | 7,764 | $2.17M | 0.24% | +7,764 | New |
| Stonegate Investment Group, LLC | 7,678 | $2.14M | 0.05% | −628−7.6% | Reduced |
| Naples Global Advisors, LLC | 7,651 | $2.14M | 0.17% | −6−0.1% | Reduced |
| Snowden Capital Advisors LLC | 7,565 | $2.11M | 0.06% | −185−2.4% | Reduced |
| FRG Family Wealth Advisors LLC | 7,525 | $2.10M | 0.34% | −375−4.7% | Reduced |
| Quantbot Technologies LP | 7,511 | $2.10M | 0.06% | +7,511 | New |
| Concord Asset Management, LLC | 7,489 | $2.09M | 0.38% | +270+3.7% | Added |
| Virtue Asset Management LLC | 7,453 | $2.08M | 1.72% | +7,453 | New |
| Venture Visionary Partners LLC | 7,397 | $2.07M | 0.07% | +5+0.1% | Added |
| Johnson Financial Group, Inc. | 7,393 | $2.06M | 0.08% | +146+2.0% | Added |
| Johnson Investment Counsel Inc | 7,391 | $2.06M | 0.02% | +2,368+47.1% | Added |
| David Loasby | 7,229 | $2.06M | 0.16% | +15+0.2% | Added |
| Concord Wealth Partners | 7,365 | $2.06M | 0.28% | +146+2.0% | Added |
| Resources Investment Advisors, LLC. | 7,357 | $2.05M | 0.02% | −30−0.4% | Reduced |
| Summit Global Investments | 7,337 | $2.05M | 0.12% | −326−4.3% | Reduced |
| Benin Management CORP | 7,305 | $2.04M | 0.48% | −200−2.7% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 7,600 | $2.04M | 0.33% | −21−0.3% | Reduced |
| Cubist Systematic Strategies, LLC | 7,291 | $2.04M | 0.03% | +7,291 | New |
| Two Sigma Investments, LP | 7,290 | $2.04M | 0.00% | −25,789−78.0% | Reduced |
| Quadcap Wealth Management, LLC | 7,290 | $2.04M | 0.24% | −89−1.2% | Reduced |
| Ascent Group, LLC | 7,282 | $2.03M | 0.07% | +323+4.6% | Added |
| Virtus Investment Advisers, Inc. | 7,185 | $2.01M | 0.57% | +1,838+34.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,176 | $2.00M | 0.03% | −52−0.7% | Reduced |
| JT Stratford LLC | 7,152 | $2.00M | 0.27% | +163+2.3% | Added |
| Fayez Sarofim & Co | 7,113 | $1.99M | 0.00% | −460−6.1% | Reduced |
| Profund Advisors LLC | 7,021 | $1.96M | 0.06% | +437+6.6% | Added |
| Gifford Fong Associates | 7,000 | $1.96M | 0.41% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 6,940 | $1.94M | 0.31% | +50+0.7% | Added |
| WBH Advisory Inc | 6,912 | $1.93M | 0.15% | −205−2.9% | Reduced |
| Eagle Capital Management LLC | 6,900 | $1.93M | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 6,889 | $1.92M | 0.04% | +23+0.3% | Added |
| Signaturefd, LLC | 6,880 | $1.92M | 0.03% | +179+2.7% | Added |
| Nicholas Hoffman & Company, LLC. | 6,816 | $1.90M | 0.05% | −52−0.8% | Reduced |
| Inceptionr LLC | 6,805 | $1.90M | 0.46% | +4,454+189.5% | Added |
| Tokio Marine Asset Management Co Ltd | 6,800 | $1.90M | 0.07% | +25+0.4% | Added |
| Landscape Capital Management, L.L.C. | 6,783 | $1.89M | 0.12% | +3,536+108.9% | Added |
| Beacon Financial Group | 6,741 | $1.88M | 0.19% | −57−0.8% | Reduced |
| Clearstead Advisors, LLC | 6,730 | $1.88M | 0.03% | −421−5.9% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 6,666 | $1.86M | 0.03% | −18,451−73.5% | Reduced |
| Northern Financial Advisors Inc | 6,633 | $1.85M | 0.97% | −66−1.0% | Reduced |
| Muhlenkamp & Co Inc | 6,627 | $1.85M | 0.50% | −21−0.3% | Reduced |
| Tevis Investment Management | 6,605 | $1.84M | 1.11% | +10+0.2% | Added |
| Vise Technologies, Inc. | 6,602 | $1.84M | 0.07% | −415−5.9% | Reduced |
| Agate Pass Investment Management, LLC | 6,575 | $1.84M | 0.70% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 6,570 | $1.83M | 0.02% | −415−5.9% | Reduced |
| DAGCO, Inc. | 6,552 | $1.83M | 0.46% | +30.0% | Added |
| Belpointe Asset Management LLC | 6,548 | $1.83M | 0.07% | +1,118+20.6% | Added |
| Ballast, Inc. | 6,548 | $1.83M | 0.45% | −86−1.3% | Reduced |
| HighPoint Advisor Group LLC | 6,510 | $1.82M | 0.09% | −174−2.6% | Reduced |
| Resources Management Corp | 6,493 | $1.81M | 0.23% | −53−0.8% | Reduced |
| Quadrant Capital Group LLC | 6,478 | $1.81M | 0.06% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 6,462 | $1.80M | 0.04% | −71−1.1% | Reduced |
| BSW Wealth Partners | 6,434 | $1.80M | 0.22% | −215−3.2% | Reduced |