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 |
|---|---|---|---|---|---|
| Pinnacle Bancorp, Inc. | 3,068 | $856.6K | 0.25% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 3,044 | $850.2K | 0.03% | +48+1.6% | Added |
| Frank, Rimerman Advisors LLC | 3,044 | $849.9K | 0.05% | −24−0.8% | Reduced |
| Silvercrest Asset Management Group LLC | 3,016 | $842.2K | 0.01% | −750−19.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 3,004 | $838.9K | 0.01% | +1,117+59.2% | Added |
| Camden National Bank | 2,996 | $836.5K | 0.12% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 2,992 | $836.0K | 0.01% | +2,992 | New |
| Fidelis Capital Partners, LLC | 2,994 | $836.0K | 0.07% | +43+1.5% | Added |
| Mount Lucas Management LP | 2,986 | $833.8K | 0.38% | −78−2.5% | Reduced |
| Integrated Advisors Network LLC | 2,974 | $830.3K | 0.03% | +31+1.1% | Added |
| Chicago Trust Co NA | 2,959 | $826.2K | 0.11% | +2+0.1% | Added |
| Checchi Capital Advisers, LLC | 2,923 | $816.2K | 0.06% | −193−6.2% | Reduced |
| Legacy Capital Wealth Partners, LLC | 2,920 | $815.2K | 0.18% | −527−15.3% | Reduced |
| Baker Ellis Asset Management LLC | 2,919 | $815.1K | 0.10% | +2,919 | New |
| Polymer Capital Management (US) LLC | 2,909 | $812.3K | 0.11% | +2,909 | New |
| Bank of Stockton | 2,901 | $810.0K | 0.23% | −5−0.2% | Reduced |
| Connecticut Wealth Management, LLC | 2,901 | $809.9K | 0.04% | +186+6.9% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,899 | $809.5K | 0.08% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 2,889 | $806.6K | 0.08% | +40+1.4% | Added |
| Anchor Investment Management, LLC | 2,885 | $805.5K | 0.07% | +1,782+161.6% | Added |
| Eastern Bank | 2,848 | $795.2K | 0.01% | +188+7.1% | Added |
| Clear Harbor Asset Management, LLC | 2,847 | $794.9K | 0.06% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 2,836 | $791.9K | 0.01% | −526−15.6% | Reduced |
| Real Talk Capital, LLC | 2,835 | $791.5K | 0.85% | +21+0.7% | Added |
| Wealthspire Advisors, LLC | 2,810 | $784.6K | 0.00% | −550−16.4% | Reduced |
| Guardian Wealth Advisors, LLC | 2,807 | $783.8K | 0.05% | +16+0.6% | Added |
| DRW Securities, LLC | 2,804 | $783.3K | 0.04% | +1,324+89.5% | Added |
| CWA Asset Management Group, LLC | 2,803 | $782.7K | 0.03% | +14+0.5% | Added |
| Capital Investment Advisors, LLC | 2,795 | $780.4K | 0.01% | +348+14.2% | Added |
| Gryphon Financial Partners LLC | 2,792 | $779.5K | 0.09% | −238−7.9% | Reduced |
| Brave Asset Management Inc | 2,780 | $776.2K | 0.19% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 2,768 | $772.9K | 0.02% | +589+27.0% | Added |
| Great Valley Advisor Group, Inc. | 2,756 | $769.2K | 0.02% | −32−1.1% | Reduced |
| Mendel Money Management | 2,742 | $765.6K | 0.32% | 00.0% | Unchanged |
| Associated Banc-Corp | 2,734 | $763.4K | 0.02% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 2,725 | $760.9K | 0.67% | −50−1.8% | Reduced |
| SkyOak Wealth, LLC | 2,721 | $759.8K | 0.14% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 2,715 | $758.1K | 0.05% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 2,710 | $756.7K | 0.15% | +238+9.6% | Added |
| Sagespring Wealth Partners, LLC | 2,708 | $756.1K | 0.01% | +2,708 | New |
| Madison Asset Management, LLC | 2,690 | $751.1K | 0.01% | −150−5.3% | Reduced |
| TCG Advisory Services, LLC | 2,688 | $750.4K | 0.03% | −33−1.2% | Reduced |
| AE Wealth Management LLC | 2,664 | $743.9K | 0.00% | +750+39.2% | Added |
| Aries Wealth Management | 2,658 | $742.2K | 0.18% | 00.0% | Unchanged |
| Inlet Private Wealth, LLC | 2,651 | $740.3K | 0.17% | +61+2.4% | Added |
| Bank of New Hampshire | 2,648 | $739.4K | 0.17% | −71−2.6% | Reduced |
| PUREfi Wealth, LLC | 2,644 | $738.3K | 0.57% | +361+15.8% | Added |
| Trust Asset Management LLC | 2,619 | $731.3K | 0.05% | 00.0% | Unchanged |
| Welch & Forbes LLC | 2,611 | $729.0K | 0.01% | 00.0% | Unchanged |
| Orrstown Financial Services Inc | 2,611 | $729.0K | 0.12% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 2,610 | $728.7K | 0.10% | +23+0.9% | Added |
| Skopos Labs, Inc. | 2,758 | $726.1K | 0.10% | −67−2.4% | Reduced |
| Summit Financial, LLC | 2,592 | $723.8K | 0.01% | +949+57.8% | Added |
| Aureus Asset Management, LLC | 2,588 | $722.6K | 0.05% | −750−22.5% | Reduced |
| Park National Corp | 2,572 | $718.2K | 0.02% | −8−0.3% | Reduced |
| National Wealth Management Group, LLC | 2,552 | $712.6K | 0.27% | +2,552 | New |
| First National Bank Sioux Falls | 2,548 | $711.5K | 0.22% | −16−0.6% | Reduced |
| Biltmore Family Office, LLC | 2,534 | $707.5K | 0.10% | +1,700+203.8% | Added |
| True Vision MN LLC | 2,532 | $707.0K | 0.37% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 2,531 | $706.7K | 0.22% | +5+0.2% | Added |
| Grimes & Company, Inc. | 2,514 | $701.8K | 0.02% | +73+3.0% | Added |
| Mather Group, LLC. | 2,513 | $701.8K | 0.01% | +339+15.6% | Added |
| Beacon Investment Advisors LLC | 2,507 | $700.0K | 0.29% | +10.0% | Added |
| Kepler Cheuvreux (Suisse) SA | 2,505 | $699.4K | 0.04% | +2,505 | New |
| Journey Advisory Group, LLC | 2,495 | $696.7K | 0.05% | −100−3.9% | Reduced |
| Mediolanum International Funds Ltd | 2,519 | $696.5K | 0.01% | +2,519 | New |
| Boston Trust Walden Corp | 2,486 | $694.1K | 0.01% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 2,479 | $692.2K | 0.04% | −100−3.9% | Reduced |
| StoneX Group Inc. | 2,475 | $691.1K | 0.03% | +3+0.1% | Added |
| Sound View Wealth Advisors Group, LLC | 2,460 | $686.9K | 0.05% | −42−1.7% | Reduced |
| Essex Savings Bank | 2,459 | $686.6K | 0.15% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 2,453 | $685.0K | 0.01% | +136+5.9% | Added |
| NorthCrest Asset Manangement, LLC | 2,403 | $684.9K | 0.02% | +819+51.7% | Added |
| Transcend Wealth Collective, LLC | 2,448 | $683.6K | 0.05% | +402+19.6% | Added |
| Modera Wealth Management, LLC | 2,448 | $683.6K | 0.01% | +132+5.7% | Added |
| Scientech Research LLC | 2,443 | $682.1K | 0.24% | +2,443 | New |
| Harbour Capital Advisors, LLC | 2,391 | $681.4K | 0.14% | +10.0% | Added |
| Fox Run Management, L.L.C. | 2,431 | $678.8K | 0.11% | +2,431 | New |
| Stratos Wealth Partners, LTD. | 2,427 | $677.8K | 0.01% | +95+4.1% | Added |
| Insigneo Advisory Services, LLC | 2,420 | $675.7K | 0.05% | −116−4.6% | Reduced |
| Brookstone Capital Management | 2,417 | $675.0K | 0.01% | −102−4.0% | Reduced |
| Mesirow Financial Investment Management, Inc. | 2,416 | $674.3K | 0.01% | +426+21.4% | Added |
| Larson Financial Group LLC | 2,406 | $671.9K | 0.02% | −1,175−32.8% | Reduced |
| Northcape Wealth Management, LLC | 2,400 | $670.1K | 0.20% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 2,400 | $670.1K | 0.32% | +70+3.0% | Added |
| CIBC World Markets Inc. | 2,384 | $665.7K | 0.00% | +689+40.6% | Added |
| Baron Wealth Management LLC | 2,384 | $665.6K | 0.22% | −38−1.6% | Reduced |
| Rexford Capital Inc | 2,382 | $665.1K | 0.51% | +30+1.3% | Added |
| Jeppson Wealth Management, LLC | 2,370 | $661.8K | 0.21% | −120−4.8% | Reduced |
| TCI Wealth Advisors, Inc. | 2,359 | $658.7K | 0.04% | +6+0.3% | Added |
| WJ Financial Advisors LLC | 2,349 | $655.9K | 0.64% | +2,349 | New |
| 1620 Investment Advisors, Inc. | 2,340 | $653.3K | 0.44% | −25−1.1% | Reduced |
| MONECO Advisors, LLC | 2,335 | $652.0K | 0.05% | +8+0.3% | Added |
| LMCG Investments, LLC | 2,332 | $651.1K | 0.04% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 2,331 | $650.8K | 0.01% | +175+8.1% | Added |
| Heritage Wealth Management, Inc. | 2,330 | $650.6K | 0.19% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 2,326 | $649.5K | 0.18% | −339−12.7% | Reduced |
| Salvus Wealth Management, LLC | 2,326 | $649.5K | 0.36% | +5+0.2% | Added |
| Foundation Resource Management Inc | 2,315 | $646.4K | 0.09% | +29+1.3% | Added |
| Sageworth Trust Co of South Dakota | 2,308 | $644.4K | 0.61% | 00.0% | Unchanged |