Travelers Companies, Inc.

TRV

Exchange: NYSE
Industry: Fire, Marine & Casualty Insurance
SEC CIK: 0000086312

SEC filings (opens in a new tab)

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, Q4 2025

Institutional positions in Travelers Companies, Inc. as of Dec 31, 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: 1,780; +139 vs. Q3 2025
Shares held: 185.4M; +218.3K (+0.1%) vs. Q3 2025
Total value: $53.8B; +$1.99B (+3.8%) vs. Q3 2025
New holders: 226; 635 more added
Sold out: 87; 582 more reduced

40 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2025: 1,780 institutions

Value heldQ4 2025: $53.8B

Institutions holding TRV and their total value by quarter
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, Q4 2025

Shares, value and share of portfolio for each institution holding Travelers Companies, Inc.; share changes are against Q3 2025.

Institutions holding TRV in Q4 2025
Institution	Shares	Value	% of portfolio	Change in shares	Action
Coston, McIsaac & Partners	2	$0	0.00%	00.0%	Unchanged
Rachor Investment Advisory Services, LLC	0	$1	0.00%	0	New
Walleye Capital LLC	1	$290	0.00%	−214−99.5%	Reduced
NorthAvenue LLC	1	$291	0.00%	+1	New
E Fund Management (Hong Kong) Co., Ltd.	2	$571	0.00%	00.0%	Unchanged
Stone House Investment Management, LLC	2	$580	0.00%	00.0%	Unchanged
Atlantic Private Wealth, LLC	2	$580	0.00%	+2	New
ROSS\JOHNSON & Associates LLC	2	$580	0.01%	+2	New
DecisionPoint Financial, LLC	2	$581	0.00%	00.0%	Unchanged
PEAK6 LLC	3	$836	0.00%	−822−99.6%	Reduced
Rakuten Securities, Inc.	3	$870	0.00%	−4−57.1%	Reduced
Camelot Portfolios, LLC	4	$1.16K	0.00%	+4	New
NVWM, LLC	4	$1.16K	0.00%	+4	New
Luminist Capital LLC	4	$1.16K	0.00%	+4	New
Eq Wealth Advisors, LLC	4	$1.16K	0.00%	+4	New
Ritter Daniher Financial Advisory LLC	4	$1.16K	0.00%	+4	New
Financial Network Wealth Advisors LLC	6	$1.74K	0.00%	00.0%	Unchanged
Seneschal Advisors, LLC	6	$1.74K	0.00%	00.0%	Unchanged
Chilton Capital Management LLC	6	$1.74K	0.00%	+6	New
Sittner & Nelson, LLC	6	$1.81K	0.00%	00.0%	Unchanged
Tanaka Capital Management Inc	6	$2.00K	0.00%	00.0%	Unchanged
Aventura Private Wealth, LLC	7	$2.03K	0.00%	+1+16.7%	Added
WestEnd Advisors, LLC	7	$2.03K	0.00%	+2+40.0%	Added
Cape Investment Advisory, Inc.	7	$2.03K	0.00%	+5+250.0%	Added
Thompson Investment Management, Inc.	8	$2.32K	0.00%	00.0%	Unchanged
Winnow Wealth LLC	8	$2.33K	0.00%	00.0%	Unchanged
Aspect Partners, LLC	9	$2.61K	0.00%	+3+50.0%	Added
Newbridge Financial Services Group, Inc.	9	$2.61K	0.00%	00.0%	Unchanged
Breakwater Investment Management	9	$2.61K	0.00%	00.0%	Unchanged
PFS Partners, LLC	10	$2.90K	0.00%	00.0%	Unchanged
S&T Bank	10	$2.90K	0.00%	00.0%	Unchanged
Birchwood Financial Partners, Inc.	10	$2.90K	0.00%	+10	New
Walleye Trading LLC	11	$3.19K	0.00%	−695−98.4%	Reduced
ZRC Wealth Management, LLC	11	$3.19K	0.00%	00.0%	Unchanged
PayPay Securities Corp	11	$3.19K	0.09%	+3+37.5%	Added
HFM Investment Advisors, LLC	12	$3.48K	0.00%	00.0%	Unchanged
Signature Resources Capital Management, LLC	12	$3.48K	0.00%	+2+20.0%	Added
Evolution Wealth Management Inc.	13	$3.77K	0.00%	+13	New
1015 Capital Partners, LLC	13	$3.77K	0.00%	+13	New
Clark Wealth Partners	14	$4.06K	0.00%	00.0%	Unchanged
TFC Financial Management	14	$4.06K	0.00%	00.0%	Unchanged
Redmont Wealth Advisors LLC	15	$4.35K	0.01%	00.0%	Unchanged
MidAtlantic Capital Management, Inc.	15	$4.35K	0.00%	+15	New
Greenline Wealth Management LLC	15	$4.35K	0.00%	+15	New
Principia Wealth Advisory, LLC	16	$4.64K	0.00%	+3+23.1%	Added
Gleason Group, Inc.	16	$4.66K	0.00%	+16	New
Global Wealth Strategies & Associates	18	$5.28K	0.00%	00.0%	Unchanged
Anfield Capital Management, LLC	19	$5.51K	0.00%	00.0%	Unchanged
Bare Financial Services, Inc	20	$5.80K	0.00%	−2−9.1%	Reduced
Hazlett, Burt & Watson, Inc.	18	$6.00K	0.00%	+9+100.0%	Added
Advocate Investing Services LLC	22	$6.38K	0.01%	+22	New
Imprint Wealth LLC	23	$6.67K	0.03%	+23	New
REAP Financial Group, LLC	24	$6.96K	0.00%	+24	New
Sunrise Financial Services, LLC	24	$6.96K	0.01%	+24	New
Boreal Capital Management LLC	25	$7.25K	0.01%	00.0%	Unchanged
Accordant Advisory Group Inc	28	$8.12K	0.01%	00.0%	Unchanged
Kentucky Trust Co	28	$8.12K	0.00%	00.0%	Unchanged
Lodestone Wealth Management LLC	28	$8.12K	0.00%	+28	New
Evelyn Partners Asset Management Ltd	29	$8.41K	0.00%	−46−61.3%	Reduced
Proffitt & Goodson Inc	29	$8.41K	0.00%	−2−6.5%	Reduced
Joseph Group Capital Management	29	$8.41K	0.00%	+29	New
Rossby Financial, LCC	30	$8.70K	0.00%	+18+150.0%	Added
TD Capital Management LLC	31	$8.88K	0.00%	00.0%	Unchanged
Bay Harbor Wealth Management, LLC	32	$9.28K	0.00%	+13+68.4%	Added
Legacy Bridge, LLC	32	$9.28K	0.00%	+32	New
Capital Analysts, LLC	36	$10.0K	0.00%	00.0%	Unchanged
Your Advocates Ltd., LLP	35	$10.2K	0.00%	00.0%	Unchanged
HHM Wealth Advisors, LLC	35	$10.2K	0.00%	00.0%	Unchanged
Davis Capital Management	36	$10.4K	0.01%	00.0%	Unchanged
United Financial Planning Group LLC	36	$10.4K	0.01%	+36	New
Dogwood Wealth Management LLC	38	$11.0K	0.00%	+7+22.6%	Added
DiNuzzo Private Wealth, Inc.	39	$11.3K	0.00%	00.0%	Unchanged
Chung Wu Investment Group, LLC	40	$11.6K	0.01%	00.0%	Unchanged
Archer Investment Corp	41	$11.9K	0.00%	−941−95.8%	Reduced
McGuire Capital Advisors Inc	41	$11.9K	0.01%	+41	New
Avion Wealth	43	$12.0K	0.00%	−8−15.7%	Reduced
Kerr Financial Planning Corp	40	$12.0K	0.02%	00.0%	Unchanged
Elevated Capital Advisors, LLC	42	$12.2K	0.00%	+42	New
Proathlete Wealth Management LLC	43	$12.5K	0.00%	00.0%	Unchanged
Missouri Trust & Investment Co	45	$13.1K	0.00%	−55−55.0%	Reduced
Center for Financial Planning, Inc.	45	$13.1K	0.00%	00.0%	Unchanged
Atlantic Trust, LLC	46	$13.3K	0.00%	−13−22.0%	Reduced
Cranbrook Wealth Management, LLC	46	$13.3K	0.00%	00.0%	Unchanged
Rialto Wealth Management, LLC	46	$13.3K	0.00%	00.0%	Unchanged
N.E.W. Advisory Services LLC	46	$13.3K	0.00%	00.0%	Unchanged
RMG Wealth Management LLC	52	$14.2K	0.00%	00.0%	Unchanged
Howard Hughes Medical Institute	49	$14.2K	0.01%	00.0%	Unchanged
Rosenberg Matthew Hamilton	50	$14.5K	0.00%	00.0%	Unchanged
Miller Global Investments, LLC	50	$14.5K	0.01%	+50	New
Innovative Advisory Group, LLC	52	$15.0K	0.01%	00.0%	Unchanged
Costello Asset Management, INC	53	$15.3K	0.01%	00.0%	Unchanged
Morse Asset Management, Inc	53	$15.4K	0.00%	00.0%	Unchanged
Ameriflex Group, Inc.	53	$15.4K	0.01%	+41+341.7%	Added
Signature Equity Partners, LLC	53	$15.4K	0.01%	+53	New
West Branch Capital LLC	54	$15.7K	0.00%	−125−69.8%	Reduced
Strengthening Families & Communities, LLC	55	$15.9K	0.01%	+1+1.9%	Added
Quarry LP	58	$16.8K	0.00%	+20+52.6%	Added
Prudent Man Investment Management, Inc.	58	$16.8K	0.01%	+58	New
Meeder Asset Management Inc	59	$17.1K	0.00%	00.0%	Unchanged
Kilter Group LLC	60	$17.4K	0.01%	+40+200.0%	Added