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 |
|---|---|---|---|---|---|
| IHT Wealth Management, LLC | 6,419 | $1.79M | 0.05% | −58−0.9% | Reduced |
| Dakota Wealth Management | 6,396 | $1.79M | 0.04% | −896−12.3% | Reduced |
| Ames National Corp | 6,387 | $1.78M | 1.06% | −20−0.3% | Reduced |
| AIA Group Ltd | 6,351 | $1.77M | 0.03% | +6,351 | New |
| PYA Waltman Capital, LLC | 6,333 | $1.77M | 0.47% | +197+3.2% | Added |
| Paragon Capital Management Inc | 6,296 | $1.76M | 1.32% | −253−3.9% | Reduced |
| Fiduciary Trust Co | 6,287 | $1.76M | 0.02% | +242+4.0% | Added |
| Brighton Jones LLC | 6,269 | $1.75M | 0.04% | +1,533+32.4% | Added |
| LRI Investments, LLC | 6,261 | $1.75M | 0.14% | +49+0.8% | Added |
| Kestra Private Wealth Services, LLC | 6,213 | $1.73M | 0.02% | +360+6.2% | Added |
| Cornerstone Advisors, LLC | 6,200 | $1.73M | 0.06% | −3,000−32.6% | Reduced |
| Douglass Winthrop Advisors, LLC | 6,153 | $1.72M | 0.03% | +776+14.4% | Added |
| Vaughan David Investments LLC | 6,109 | $1.71M | 0.04% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 6,107 | $1.71M | 0.03% | +2,621+75.2% | Added |
| Ashton Thomas Private Wealth, LLC | 6,080 | $1.70M | 0.04% | −30.0% | Reduced |
| Moody National Bank Trust Division | 6,073 | $1.70M | 0.14% | −280−4.4% | Reduced |
| MUFG Securities Americas Inc. | 6,072 | $1.70M | 0.11% | +1,051+20.9% | Added |
| Aster Capital Management (DIFC) Ltd | 6,061 | $1.69M | 0.85% | +5,589+1,184.1% | Added |
| Farringdon Capital, Ltd. | 6,048 | $1.69M | 0.43% | +5,039+499.4% | Added |
| Sciencast Management LP | 6,034 | $1.68M | 0.32% | +6,034 | New |
| Capula Management Ltd | 6,027 | $1.68M | 0.01% | +6,027 | New |
| Claro Advisors LLC | 6,022 | $1.68M | 0.25% | −87−1.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,007 | $1.68M | 0.03% | −184−3.0% | Reduced |
| SlateStone Wealth, LLC | 5,994 | $1.67M | 0.14% | +193+3.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 5,950 | $1.66M | 0.11% | −199−3.2% | Reduced |
| NJ State Employees Deferred Compensation Plan | 5,943 | $1.66M | 0.18% | 00.0% | Unchanged |
| South Dakota Investment Council | 5,930 | $1.66M | 0.03% | −1,100−15.6% | Reduced |
| Concurrent Investment Advisors, LLC | 5,927 | $1.65M | 0.03% | 00.0% | Unchanged |
| Pensionfund Sabic | 5,900 | $1.65M | 0.45% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 5,894 | $1.65M | 0.02% | −712−10.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 5,877 | $1.64M | 0.08% | −1,595−21.3% | Reduced |
| Massmutual Trust Co FSB | 5,877 | $1.64M | 0.04% | +4,212+253.0% | Added |
| Meeder Advisory Services, Inc. | 5,850 | $1.63M | 0.08% | −33−0.6% | Reduced |
| Groupama Asset Managment | 5,783 | $1.61M | 0.02% | +5,783 | New |
| Gen-Wealth Partners Inc | 5,782 | $1.61M | 0.55% | +489+9.2% | Added |
| MB, Levis & Associates, LLC | 5,761 | $1.61M | 0.70% | −389−6.3% | Reduced |
| Summit Trail Advisors, LLC | 5,758 | $1.61M | 0.02% | +2,131+58.8% | Added |
| Corsicana & Co. | 5,709 | $1.59M | 0.90% | +5,709 | New |
| Mount Yale Investment Advisors, LLC | 5,707 | $1.59M | 0.11% | +3,846+206.7% | Added |
| Phoenix Holdings Ltd. | 5,695 | $1.59M | 0.02% | +2,245+65.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 5,646 | $1.58M | 0.04% | −4,955−46.7% | Reduced |
| Kathmere Capital Management, LLC | 5,594 | $1.56M | 0.11% | −385−6.4% | Reduced |
| Cornercap Investment Counsel Inc | 5,593 | $1.56M | 0.78% | −90−1.6% | Reduced |
| HighMark Wealth Management LLC | 5,576 | $1.56M | 0.69% | +4+0.1% | Added |
| Dynamic Advisor Solutions LLC | 5,553 | $1.55M | 0.04% | +278+5.3% | Added |
| Dorsey & Whitney Trust CO LLC | 5,543 | $1.55M | 0.08% | +754+15.7% | Added |
| Wealth Alliance | 5,537 | $1.55M | 0.16% | −145−2.6% | Reduced |
| Warren Averett Asset Management, LLC | 5,509 | $1.54M | 0.02% | +490+9.8% | Added |
| Academy Capital Management Inc | 5,500 | $1.54M | 0.22% | −917−14.3% | Reduced |
| Coldstream Capital Management Inc | 5,482 | $1.53M | 0.02% | +542+11.0% | Added |
| Elmwood Wealth Management, Inc. | 5,428 | $1.52M | 0.54% | −35−0.6% | Reduced |
| Trust Co of Vermont | 5,426 | $1.52M | 0.07% | −216−3.8% | Reduced |
| Arvest Investments, Inc. | 5,414 | $1.51M | 0.22% | −73−1.3% | Reduced |
| Lowe Brockenbrough & Co Inc | 5,398 | $1.51M | 0.08% | −13−0.2% | Reduced |
| NorthRock Partners, LLC | 5,350 | $1.49M | 0.03% | +1,498+38.9% | Added |
| Plimoth Trust Co LLC | 5,289 | $1.48M | 0.33% | +20.0% | Added |
| Roundview Capital LLC | 5,265 | $1.47M | 0.09% | +20.0% | Added |
| Glenview Trust Co | 5,258 | $1.47M | 0.02% | −6−0.1% | Reduced |
| Magnetar Financial LLC | 5,251 | $1.47M | 0.01% | +3,959+306.4% | Added |
| Sumitomo Life Insurance Co | 5,201 | $1.45M | 0.05% | −156−2.9% | Reduced |
| Pallas Capital Advisors LLC | 5,194 | $1.45M | 0.05% | −372−6.7% | Reduced |
| Convergence Investment Partners, LLC | 5,182 | $1.45M | 0.32% | +530+11.4% | Added |
| PFG Advisors | 5,177 | $1.45M | 0.06% | +218+4.4% | Added |
| Haverford Trust Co | 5,175 | $1.44M | 0.01% | −168−3.1% | Reduced |
| Carmel Capital Partners, LLC | 5,171 | $1.44M | 0.61% | −2,021−28.1% | Reduced |
| Guyasuta Investment Advisors Inc | 5,165 | $1.44M | 0.08% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 5,140 | $1.44M | 0.15% | −321−5.9% | Reduced |
| Joel Isaacson & Co., LLC | 5,105 | $1.43M | 0.05% | +47+0.9% | Added |
| Catalytic Wealth RIA, LLC | 5,102 | $1.42M | 0.05% | +3,284+180.6% | Added |
| Board of the Pension Protection Fund | 5,100 | $1.42M | 1.39% | −200−3.8% | Reduced |
| Jump Financial, LLC | 5,068 | $1.42M | 0.02% | +5,068 | New |
| Old National Bancorp | 5,027 | $1.40M | 0.02% | −509−9.2% | Reduced |
| Plato Investment Management Ltd | 5,065 | $1.40M | 0.10% | 00.0% | Unchanged |
| Private Trust Co NA | 5,020 | $1.40M | 0.12% | −88−1.7% | Reduced |
| Trust Co of Toledo NA | 5,017 | $1.40M | 0.14% | 00.0% | Unchanged |
| Barden Capital Management, Inc. | 4,990 | $1.39M | 1.16% | −26−0.5% | Reduced |
| Valeo Financial Advisors, LLC | 4,985 | $1.39M | 0.03% | −124−2.4% | Reduced |
| Harbor Capital Advisors, Inc. | 4,942 | $1.38M | 0.11% | −12−0.2% | Reduced |
| Maridea Wealth Management LLC | 5,199 | $1.38M | 0.21% | +5,199 | New |
| Beaumont Financial Advisors, LLC | 4,918 | $1.37M | 0.09% | +4+0.1% | Added |
| Ronald Blue Trust, Inc. | 4,896 | $1.37M | 0.02% | −365−6.9% | Reduced |
| Providence Wealth Advisors, LLC | 5,088 | $1.36M | 0.86% | +45+0.9% | Added |
| Clare Market Investments LLC | 4,860 | $1.36M | 0.27% | +949+24.3% | Added |
| Hanson & Doremus Investment Management | 4,799 | $1.34M | 0.17% | −4−0.1% | Reduced |
| Rydar Equities, Inc. | 4,803 | $1.33M | 1.07% | −32−0.7% | Reduced |
| Geneos Wealth Management Inc. | 4,749 | $1.33M | 0.03% | −788−14.2% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 4,706 | $1.31M | 0.38% | −339−6.7% | Reduced |
| Davenport & Co LLC | 4,705 | $1.31M | 0.01% | +245+5.5% | Added |
| Net Worth Advisory Group | 4,661 | $1.30M | 0.38% | −851−15.4% | Reduced |
| Forum Financial Management, LP | 4,659 | $1.30M | 0.02% | +226+5.1% | Added |
| FineMark National Bank & Trust | 4,637 | $1.29M | 0.04% | −434−8.6% | Reduced |
| Prostatis Group LLC | 4,631 | $1.29M | 0.32% | +606+15.1% | Added |
| Commonwealth Retirement Investments LLC | 4,607 | $1.29M | 0.44% | +486+11.8% | Added |
| Transamerica Financial Advisors, Inc. | 4,585 | $1.28M | 0.11% | −36−0.8% | Reduced |
| Procyon Private Wealth Partners, LLC | 4,554 | $1.27M | 0.08% | +2,052+82.0% | Added |
| Stock Yards Bank & Trust Co | 4,531 | $1.27M | 0.04% | −250−5.2% | Reduced |
| Bailard, Inc. | 4,515 | $1.26M | 0.03% | −170−3.6% | Reduced |
| Equitable Holdings, Inc. | 4,496 | $1.26M | 0.01% | +210+4.9% | Added |
| Canada Post Corp Registered Pension Plan | 4,531 | $1.25M | 0.06% | +840+22.8% | Added |
| Calamos Wealth Management LLC | 4,474 | $1.25M | 0.05% | +162+3.8% | Added |