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; 1,869 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Grimes & Company, Inc. | 2,530 | $733.9K | 0.02% | +16+0.6% | Added |
| True Vision MN LLC | 2,532 | $734.4K | 0.37% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 2,537 | $735.9K | 0.23% | +6+0.2% | Added |
| NorthCrest Asset Manangement, LLC | 2,559 | $736.5K | 0.02% | +156+6.5% | Added |
| Park National Corp | 2,541 | $737.0K | 0.02% | −31−1.2% | Reduced |
| Mather Group, LLC. | 2,543 | $737.5K | 0.01% | +30+1.2% | Added |
| Daymark Wealth Partners, LLC | 2,544 | $737.8K | 0.02% | +250+10.9% | Added |
| First National Bank Sioux Falls | 2,548 | $739.1K | 0.22% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,567 | $744.6K | 0.06% | −318−11.0% | Reduced |
| Legacy Financial Group LLC | 2,544 | $751.1K | 0.09% | −66−2.5% | Reduced |
| Welch & Forbes LLC | 2,611 | $757.3K | 0.01% | 00.0% | Unchanged |
| Orrstown Financial Services Inc | 2,611 | $757.3K | 0.13% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 2,625 | $761.4K | 0.16% | −295−10.1% | Reduced |
| Inlet Private Wealth, LLC | 2,651 | $769.1K | 0.18% | 00.0% | Unchanged |
| Aries Wealth Management | 2,658 | $771.0K | 0.17% | 00.0% | Unchanged |
| Associated Banc-Corp | 2,688 | $779.7K | 0.02% | −46−1.7% | Reduced |
| MONECO Advisors, LLC | 2,692 | $780.8K | 0.06% | +357+15.3% | Added |
| Interchange Capital Partners, LLC | 2,694 | $781.4K | 0.14% | −16−0.6% | Reduced |
| Guardian Wealth Advisors, LLC | 2,697 | $782.4K | 0.05% | −110−3.9% | Reduced |
| Stokes Family Office, LLC | 2,702 | $783.7K | 0.07% | +1,212+81.3% | Added |
| Brave Asset Management Inc | 2,710 | $786.1K | 0.19% | −70−2.5% | Reduced |
| Baldwin Brothers Inc | 2,715 | $787.5K | 0.05% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 2,721 | $789.3K | 0.14% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 2,723 | $789.9K | 0.01% | +392+16.8% | Added |
| Chicago Trust Co NA | 2,727 | $791.0K | 0.12% | −232−7.8% | Reduced |
| Brookstone Capital Management | 2,727 | $791.1K | 0.01% | +310+12.8% | Added |
| Baker Ellis Asset Management LLC | 2,750 | $797.7K | 0.10% | −169−5.8% | Reduced |
| Baker Tilly Wealth Management, LLC | 2,765 | $802.0K | 0.20% | −329−10.6% | Reduced |
| Biltmore Family Office, LLC | 2,802 | $812.7K | 0.11% | +268+10.6% | Added |
| Great Valley Advisor Group, Inc. | 2,806 | $813.5K | 0.02% | +50+1.8% | Added |
| CWA Asset Management Group, LLC | 2,827 | $820.0K | 0.03% | +24+0.9% | Added |
| Eastern Bank | 2,852 | $827.3K | 0.01% | +4+0.1% | Added |
| TCG Advisory Services, LLC | 2,864 | $830.9K | 0.02% | +176+6.5% | Added |
| Van Hulzen Asset Management, LLC | 2,877 | $834.5K | 0.06% | −199−6.5% | Reduced |
| StoneX Group Inc. | 2,877 | $835.0K | 0.04% | +402+16.2% | Added |
| Clear Harbor Asset Management, LLC | 2,879 | $835.1K | 0.06% | +32+1.1% | Added |
| Checchi Capital Advisers, LLC | 2,879 | $835.1K | 0.06% | −44−1.5% | Reduced |
| PUREfi Wealth, LLC | 2,884 | $836.5K | 0.64% | +240+9.1% | Added |
| Integrated Advisors Network LLC | 2,891 | $838.5K | 0.04% | −83−2.8% | Reduced |
| Gryphon Financial Partners LLC | 2,894 | $839.4K | 0.09% | +102+3.7% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,899 | $840.9K | 0.09% | 00.0% | Unchanged |
| Bank of Stockton | 2,901 | $841.5K | 0.24% | 00.0% | Unchanged |
| National Asset Management, Inc. | 2,902 | $841.6K | 0.04% | −438−13.1% | Reduced |
| High Note Wealth, LLC | 2,902 | $841.8K | 0.16% | −862−22.9% | Reduced |
| Real Talk Capital, LLC | 2,905 | $842.7K | 0.84% | +70+2.5% | Added |
| Prime Capital Investment Advisors, LLC | 2,956 | $857.6K | 0.01% | −48−1.6% | Reduced |
| Annex Advisory Services, LLC | 2,971 | $862.0K | 0.02% | +2,971 | New |
| Camden National Bank | 2,978 | $863.8K | 0.12% | −18−0.6% | Reduced |
| Empower Advisory Group, LLC | 2,990 | $867.2K | 0.00% | +864+40.6% | Added |
| Pinnacle Bancorp, Inc. | 3,008 | $872.5K | 0.26% | −60−2.0% | Reduced |
| Apollon Wealth Management, LLC | 3,013 | $874.0K | 0.02% | +177+6.2% | Added |
| Chesapeake Asset Management LLC | 3,018 | $875.4K | 0.73% | +293+10.8% | Added |
| Connecticut Wealth Management, LLC | 3,019 | $875.8K | 0.04% | +118+4.1% | Added |
| Catalytic Wealth RIA, LLC | 3,021 | $876.3K | 0.03% | −2,081−40.8% | Reduced |
| Mount Lucas Management LP | 3,022 | $876.6K | 0.39% | +36+1.2% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 3,023 | $876.9K | 0.04% | +3,023 | New |
| Frank, Rimerman Advisors LLC | 3,033 | $879.8K | 0.06% | −11−0.4% | Reduced |
| Davis R M Inc | 3,061 | $887.9K | 0.02% | −100−3.2% | Reduced |
| Wilson & Boucher Capital Management, LLC | 3,088 | $895.7K | 0.59% | 00.0% | Unchanged |
| Wedmont Private Capital | 3,167 | $896.7K | 0.03% | +41+1.3% | Added |
| Level Four Advisory Services, LLC | 3,098 | $898.6K | 0.03% | +54+1.8% | Added |
| Evernest Financial Advisors, LLC | 3,072 | $899.5K | 0.19% | −41−1.3% | Reduced |
| Central Trust Co | 3,113 | $902.8K | 0.02% | −432−12.2% | Reduced |
| Alpha Cubed Investments, LLC | 3,117 | $904.2K | 0.03% | 00.0% | Unchanged |
| RiverFront Investment Group, LLC | 3,118 | $904.4K | 0.01% | −83−2.6% | Reduced |
| SRS Capital Advisors, Inc. | 3,121 | $905.2K | 0.03% | −24,260−88.6% | Reduced |
| Fidelis Capital Partners, LLC | 3,137 | $909.9K | 0.07% | +143+4.8% | Added |
| AlphaGrep UK Ltd | 3,141 | $911.1K | 0.30% | +3,141 | New |
| PCM Encore, LLC | 3,144 | $912.0K | 0.19% | +3,144 | New |
| Strategic Advisors LLC | 3,151 | $914.1K | 0.14% | −111−3.4% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 3,176 | $921.2K | 0.38% | −48−1.5% | Reduced |
| IKE Capital, LLC | 3,177 | $921.5K | 0.80% | +3,177 | New |
| Roehl & Yi Investment Advisors, LLC | 3,189 | $925.0K | 0.37% | +5+0.2% | Added |
| Atlas Capital Advisors LLC | 3,197 | $927.3K | 0.10% | +3,197 | New |
| NorthRock Partners, LLC | 3,201 | $928.8K | 0.02% | −2,149−40.2% | Reduced |
| DRW Securities, LLC | 3,211 | $930.3K | 0.07% | +407+14.5% | Added |
| Lederer & Associates Investment Counsel | 3,208 | $931.0K | 0.62% | −147−4.4% | Reduced |
| Quad-Cities Investment Group, LLC | 3,213 | $932.0K | 0.38% | +4+0.1% | Added |
| Kingswood Wealth Advisors, LLC | 3,250 | $942.7K | 0.05% | +973+42.7% | Added |
| LVM Capital Management Ltd | 3,251 | $943.0K | 0.09% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 3,251 | $943.1K | 0.07% | −97−2.9% | Reduced |
| Ar Asset Management Inc | 3,264 | $947.0K | 0.19% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 3,268 | $947.8K | 0.01% | +473+16.9% | Added |
| Burns J W & Co Inc | 3,284 | $952.6K | 0.11% | −45−1.4% | Reduced |
| Villere St Denis J & Co LLC | 3,303 | $958.1K | 0.10% | 00.0% | Unchanged |
| Searle & Co. | 3,304 | $958.4K | 0.25% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 3,324 | $964.2K | 0.09% | +3,324 | New |
| Minot DeBlois Advisors LLC | 3,358 | $974.0K | 0.87% | +30+0.9% | Added |
| Tema ETFs LLC | 3,367 | $976.6K | 0.08% | −8−0.2% | Reduced |
| Rinkey Investments | 3,368 | $976.9K | 0.25% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 3,372 | $978.2K | 0.02% | +664+24.5% | Added |
| Balyasny Asset Management LLC | 3,441 | $998.1K | 0.00% | −96,890−96.6% | Reduced |
| Union Savings Bank | 3,447 | $999.8K | 0.43% | +3,447 | New |
| Principal Securities, Inc. | 3,450 | $1.00M | 0.02% | +73+2.2% | Added |
| Kornitzer Capital Management Inc | 3,486 | $1.01M | 0.02% | +3,486 | New |
| Bryn Mawr Trust Co | 3,487 | $1.01M | 0.02% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 3,499 | $1.01M | 0.40% | +1,360+63.6% | Added |
| Marble Wealth, LLC | 3,509 | $1.02M | 0.14% | +3,509 | New |
| Ocean Capital Management, LLC | 3,511 | $1.02M | 0.20% | +7+0.2% | Added |
| Integrated Quantitative Investments LLC | 3,514 | $1.02M | 0.22% | −8−0.2% | Reduced |