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 |
|---|---|---|---|---|---|
| Callan Family Office, LLC | 4,462 | $1.25M | 0.04% | −818−15.5% | Reduced |
| Two Sigma Securities, LLC | 4,391 | $1.23M | 0.18% | +4,391 | New |
| Bridges Investment Management Inc | 4,387 | $1.22M | 0.02% | 00.0% | Unchanged |
| AA Financial Advisors, LLC | 4,386 | $1.22M | 0.24% | +447+11.3% | Added |
| Bullock Wealth Management Group | 4,400 | $1.22M | 0.61% | −35−0.8% | Reduced |
| Investors Asset Management of Georgia Inc | 4,361 | $1.22M | 0.52% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 4,314 | $1.20M | 0.03% | +1,291+42.7% | Added |
| MUFG Securities EMEA plc | 4,309 | $1.20M | 0.03% | +3,641+545.1% | Added |
| Somerset Group LLC | 4,303 | $1.20M | 0.95% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 4,287 | $1.20M | 0.09% | −72−1.7% | Reduced |
| Equitable Trust Co | 4,285 | $1.20M | 0.06% | 00.0% | Unchanged |
| JB Capital LLC | 4,204 | $1.17M | 0.05% | +102+2.5% | Added |
| Tudor Financial Inc. | 4,200 | $1.17M | 0.62% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 4,200 | $1.17M | 0.02% | +149+3.7% | Added |
| Wolverine Trading, LLC | 4,219 | $1.17M | 0.02% | +4,219 | New |
| Abner Herrman & Brock LLC | 4,177 | $1.17M | 0.12% | +4,177 | New |
| Zions Bancorporation, National Association | 4,173 | $1.17M | 0.06% | −515−11.0% | Reduced |
| Texas Bank & Trust Co | 4,165 | $1.16M | 0.44% | −105−2.5% | Reduced |
| Tradewinds, LLC. | 4,164 | $1.16M | 0.28% | +4,164 | New |
| Exchange Traded Concepts, LLC | 4,135 | $1.15M | 0.01% | +3,281+384.2% | Added |
| IFC Advisors LLC | 4,121 | $1.15M | 0.21% | +20.0% | Added |
| Rothschild Investment LLC | 4,119 | $1.15M | 0.06% | +434+11.8% | Added |
| West Paces Advisors Inc. | 4,112 | $1.15M | 0.23% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 4,100 | $1.14M | 0.36% | 00.0% | Unchanged |
| Westerkirk Capital Inc. | 4,100 | $1.14M | 0.13% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 4,093 | $1.14M | 0.04% | +40+1.0% | Added |
| Flputnam Investment Management Co | 4,074 | $1.14M | 0.02% | −544−11.8% | Reduced |
| Forza Wealth Management, LLC | 4,072 | $1.14M | 0.44% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 4,045 | $1.13M | 0.13% | −300−6.9% | Reduced |
| HBK Sorce Advisory LLC | 4,181 | $1.13M | 0.03% | +27+0.6% | Added |
| Atomi Financial Group, Inc. | 4,024 | $1.12M | 0.04% | +628+18.5% | Added |
| Essential Partners LLC | 4,023 | $1.12M | 0.37% | +304+8.2% | Added |
| Smartleaf Asset Management LLC | 4,058 | $1.12M | 0.07% | +1,140+39.1% | Added |
| MWA Asset Management | 4,012 | $1.12M | 0.62% | +34+0.9% | Added |
| Linden Thomas Advisory Services, LLC | 4,009 | $1.12M | 0.11% | +318+8.6% | Added |
| Courier Capital LLC | 4,000 | $1.12M | 0.06% | −2,018−33.5% | Reduced |
| Sterneck Capital Management, LLC | 4,000 | $1.12M | 0.52% | 00.0% | Unchanged |
| Yoffe Investment Management, LLC | 3,987 | $1.11M | 1.45% | 00.0% | Unchanged |
| JSF Financial, LLC | 3,904 | $1.09M | 0.24% | +3,904 | New |
| SummitTX Capital, L.P. | 3,894 | $1.09M | 0.05% | −1,690−30.3% | Reduced |
| Impact Partnership Wealth, LLC | 3,846 | $1.07M | 0.16% | +955+33.0% | Added |
| Schonfeld Strategic Advisors LLC | 3,829 | $1.07M | 0.01% | +3,829 | New |
| Mission Wealth Management, LP | 3,800 | $1.06M | 0.02% | +603+18.9% | Added |
| Fullcircle Wealth LLC | 3,816 | $1.06M | 0.37% | −45−1.2% | Reduced |
| Bard Financial Services, Inc. | 3,775 | $1.05M | 0.12% | 00.0% | Unchanged |
| High Note Wealth, LLC | 3,764 | $1.05M | 0.21% | +10.0% | Added |
| Syon Capital LLC | 3,741 | $1.04M | 0.06% | +517+16.0% | Added |
| Farmers & Merchants Trust Co of Long Beach | 3,719 | $1.04M | 0.22% | −721−16.2% | Reduced |
| Kanawha Capital Management LLC | 3,718 | $1.04M | 0.07% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 3,707 | $1.04M | 0.02% | −400−9.7% | Reduced |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 3,700 | $1.03M | 0.04% | +200+5.7% | Added |
| Smithfield Trust Co | 3,703 | $1.03M | 0.05% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 3,684 | $1.03M | 0.07% | +160+4.5% | Added |
| AMG National Trust Bank | 3,666 | $1.02M | 0.02% | −22−0.6% | Reduced |
| 1 North Wealth Services LLC | 3,651 | $1.02M | 0.42% | −22−0.6% | Reduced |
| Guardian Partners Inc. | 3,647 | $1.01M | 0.09% | 00.0% | Unchanged |
| PFG Investments, LLC | 3,613 | $1.01M | 0.05% | −91−2.5% | Reduced |
| GTS Securities LLC | 3,594 | $1.00M | 0.04% | +3,594 | New |
| Abn Amro Investment Solutions | 3,567 | $996.0K | 0.02% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 3,562 | $994.6K | 0.25% | +3,562 | New |
| Central Trust Co | 3,545 | $989.8K | 0.02% | +31+0.9% | Added |
| Foundations Investment Advisors, LLC | 3,544 | $989.6K | 0.01% | +398+12.7% | Added |
| LVW Advisors, LLC | 3,538 | $987.9K | 0.10% | +73+2.1% | Added |
| Boyd Watterson Asset Management LLC | 3,538 | $987.9K | 0.29% | 00.0% | Unchanged |
| Integrated Quantitative Investments LLC | 3,522 | $983.4K | 0.28% | 00.0% | Unchanged |
| Ocean Capital Management, LLC | 3,504 | $978.3K | 0.20% | −5−0.1% | Reduced |
| Bryn Mawr Trust Co | 3,487 | $973.6K | 0.02% | −7,257−67.5% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 3,457 | $965.3K | 0.07% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 3,449 | $963.0K | 0.13% | +3,449 | New |
| JNBA Financial Advisors | 3,434 | $958.8K | 0.09% | +666+24.1% | Added |
| Principal Securities, Inc. | 3,377 | $943.0K | 0.02% | +260+8.3% | Added |
| Tema ETFs LLC | 3,375 | $942.4K | 0.08% | +3,375 | New |
| Rinkey Investments | 3,368 | $940.4K | 0.25% | +3,368 | New |
| Lederer & Associates Investment Counsel | 3,355 | $937.0K | 0.61% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 3,348 | $934.8K | 0.07% | +11+0.3% | Added |
| Point72 Hong Kong Ltd | 3,340 | $932.6K | 0.04% | +3,340 | New |
| National Asset Management, Inc. | 3,340 | $932.6K | 0.04% | −1,600−32.4% | Reduced |
| Burns J W & Co Inc | 3,329 | $929.5K | 0.11% | −43−1.3% | Reduced |
| Minot DeBlois Advisors LLC | 3,328 | $929.2K | 0.84% | +17+0.5% | Added |
| Searle & Co. | 3,304 | $922.5K | 0.24% | 00.0% | Unchanged |
| Villere St Denis J & Co LLC | 3,303 | $922.3K | 0.09% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 3,280 | $915.8K | 0.14% | +3,280 | New |
| Ar Asset Management Inc | 3,264 | $911.0K | 0.19% | 00.0% | Unchanged |
| Strategic Advisors LLC | 3,262 | $911.0K | 0.15% | −10−0.3% | Reduced |
| LVM Capital Management Ltd | 3,251 | $908.0K | 0.09% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 3,224 | $900.2K | 0.38% | −40−1.2% | Reduced |
| Quad-Cities Investment Group, LLC | 3,209 | $896.1K | 0.38% | +4+0.1% | Added |
| RiverFront Investment Group, LLC | 3,201 | $893.8K | 0.02% | +539+20.2% | Added |
| Krilogy Financial LLC | 3,225 | $892.2K | 0.03% | +3,225 | New |
| Wedmont Private Capital | 3,126 | $890.9K | 0.03% | −44−1.4% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 3,184 | $889.0K | 0.39% | −421−11.7% | Reduced |
| Davis R M Inc | 3,161 | $882.6K | 0.02% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 3,117 | $870.4K | 0.03% | −3−0.1% | Reduced |
| Evernest Financial Advisors, LLC | 3,113 | $869.2K | 0.24% | −42−1.3% | Reduced |
| Dark Forest Capital Management LP | 3,110 | $868.4K | 0.03% | −6,426−67.4% | Reduced |
| Baker Tilly Wealth Management, LLC | 3,094 | $863.8K | 0.20% | −762−19.8% | Reduced |
| Berger Financial Group, Inc | 3,092 | $863.4K | 0.05% | −22−0.7% | Reduced |
| Wilson & Boucher Capital Management, LLC | 3,088 | $862.2K | 0.57% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 3,076 | $858.8K | 0.06% | +10.0% | Added |
| Pitcairn Co | 3,068 | $856.6K | 0.07% | −672−18.0% | Reduced |