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, 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
- 1,779
- +139 vs. Q3 2025
- Shares held
- 185.4M
- +218.6K (+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
- 581 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 | 1,868 | $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, 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 |
|---|---|---|---|---|---|
| LVW Advisors, LLC | 3,583 | $1.04M | 0.11% | +45+1.3% | Added |
| PFG Investments, LLC | 3,617 | $1.05M | 0.05% | +4+0.1% | Added |
| AlphaCore Capital LLC | 3,624 | $1.05M | 0.02% | +1,607+79.7% | Added |
| 1 North Wealth Services LLC | 3,651 | $1.06M | 0.37% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 3,655 | $1.06M | 0.26% | +93+2.6% | Added |
| AMG National Trust Bank | 3,666 | $1.06M | 0.03% | 00.0% | Unchanged |
| PFG Advisors | 3,688 | $1.07M | 0.05% | −1,489−28.8% | Reduced |
| Kanawha Capital Management LLC | 3,693 | $1.07M | 0.07% | −25−0.7% | Reduced |
| Guardian Partners Inc. | 3,647 | $1.07M | 0.09% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 3,718 | $1.08M | 0.02% | +11+0.3% | Added |
| Qtron Investments LLC | 3,729 | $1.08M | 0.14% | +3,729 | New |
| LRT Capital Management, LLC | 3,779 | $1.10M | 0.94% | −6,979−64.9% | Reduced |
| Redwood Investment Management, LLC | 3,783 | $1.10M | 0.12% | +3,783 | New |
| Foundations Investment Advisors, LLC | 3,838 | $1.11M | 0.01% | +294+8.3% | Added |
| Mission Wealth Management, LP | 3,865 | $1.12M | 0.02% | +65+1.7% | Added |
| Smithfield Trust Co | 3,875 | $1.12M | 0.05% | +172+4.6% | Added |
| Krilogy Financial LLC | 3,994 | $1.13M | 0.04% | +769+23.8% | Added |
| Northern Financial Advisors Inc | 3,906 | $1.13M | 1.30% | −2,727−41.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 3,933 | $1.14M | 0.08% | +476+13.8% | Added |
| Westerkirk Capital Inc. | 3,943 | $1.14M | 0.11% | −157−3.8% | Reduced |
| JSF Financial, LLC | 3,944 | $1.14M | 0.24% | +40+1.0% | Added |
| Ossiam | 3,954 | $1.15M | 0.02% | −26,890−87.2% | Reduced |
| Yoffe Investment Management, LLC | 3,987 | $1.16M | 1.48% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 3,997 | $1.16M | 0.04% | −96−2.3% | Reduced |
| Courier Capital LLC | 4,000 | $1.16M | 0.07% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 4,000 | $1.16M | 0.52% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 4,000 | $1.16M | 0.02% | −74−1.8% | Reduced |
| MWA Asset Management | 4,022 | $1.17M | 0.65% | +10+0.2% | Added |
| Syon Capital LLC | 4,022 | $1.17M | 0.06% | +281+7.5% | Added |
| AE Wealth Management LLC | 4,033 | $1.17M | 0.01% | +1,369+51.4% | Added |
| RMB Capital Management, LLC | 4,058 | $1.18M | 0.02% | −142−3.4% | Reduced |
| Private Wealth Asset Management, LLC | 4,065 | $1.18M | 0.13% | +20+0.5% | Added |
| Essential Partners LLC | 4,071 | $1.18M | 0.36% | +48+1.2% | Added |
| Forza Wealth Management, LLC | 4,072 | $1.18M | 0.43% | 00.0% | Unchanged |
| Rothschild Investment LLC | 4,096 | $1.19M | 0.07% | −23−0.6% | Reduced |
| Vectors Research Management, LLC | 4,100 | $1.19M | 0.36% | 00.0% | Unchanged |
| Texas Bank & Trust Co | 4,115 | $1.19M | 0.43% | −50−1.2% | Reduced |
| Moody National Bank Trust Division | 4,131 | $1.20M | 0.12% | −1,942−32.0% | Reduced |
| Linden Thomas Advisory Services, LLC | 4,163 | $1.21M | 0.12% | +154+3.8% | Added |
| Abner Herrman & Brock LLC | 4,177 | $1.21M | 0.12% | 00.0% | Unchanged |
| Financial Planning Hawaii, Inc. | 4,190 | $1.22M | 0.70% | +4,190 | New |
| Tudor Financial Inc. | 4,200 | $1.22M | 0.62% | 00.0% | Unchanged |
| Somerset Group LLC | 4,303 | $1.22M | 0.92% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 4,202 | $1.22M | 0.24% | +90+2.2% | Added |
| JB Capital LLC | 4,210 | $1.22M | 0.05% | +6+0.1% | Added |
| Tradewinds, LLC. | 4,251 | $1.23M | 0.29% | +87+2.1% | Added |
| Farringdon Capital, Ltd. | 4,253 | $1.23M | 0.30% | −1,795−29.7% | Reduced |
| Coastal Bridge Advisors, LLC | 4,258 | $1.23M | 0.09% | −29−0.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 4,270 | $1.24M | 0.07% | −1,273−23.0% | Reduced |
| Picton Mahoney Asset Management | 4,275 | $1.24M | 0.01% | +1,283+42.9% | Added |
| Equitable Trust Co | 4,285 | $1.24M | 0.06% | 00.0% | Unchanged |
| AA Financial Advisors, LLC | 4,285 | $1.24M | 0.23% | −101−2.3% | Reduced |
| Atomi Financial Group, Inc. | 4,297 | $1.25M | 0.04% | +273+6.8% | Added |
| Hanson & Doremus Investment Management | 4,302 | $1.25M | 0.15% | −497−10.4% | Reduced |
| HBK Sorce Advisory LLC | 4,153 | $1.25M | 0.03% | −28−0.7% | Reduced |
| Investors Asset Management of Georgia Inc | 4,361 | $1.26M | 0.52% | 00.0% | Unchanged |
| Old National Bancorp | 4,424 | $1.28M | 0.02% | −603−12.0% | Reduced |
| Stock Yards Bank & Trust Co | 4,431 | $1.29M | 0.04% | −100−2.2% | Reduced |
| Convergence Investment Partners, LLC | 4,439 | $1.29M | 0.26% | −743−14.3% | Reduced |
| Bullock Wealth Management Group | 4,476 | $1.30M | 0.64% | +76+1.7% | Added |
| Americana Partners, LLC | 4,481 | $1.30M | 0.04% | +4,481 | New |
| JNBA Financial Advisors | 4,516 | $1.31M | 0.11% | +1,082+31.5% | Added |
| Bailard, Inc. | 4,547 | $1.32M | 0.03% | +32+0.7% | Added |
| Belpointe Asset Management LLC | 4,549 | $1.32M | 0.05% | −1,999−30.5% | Reduced |
| Zions Bancorporation, National Association | 4,587 | $1.33M | 0.06% | +414+9.9% | Added |
| Pensionmark Financial Group, LLC | 4,588 | $1.33M | 0.02% | +1,820+65.8% | Added |
| Delphi Management Inc | 4,603 | $1.33M | 1.30% | +4,603 | New |
| Fiduciary Trust Co | 4,616 | $1.34M | 0.02% | −1,671−26.6% | Reduced |
| FineMark National Bank & Trust | 4,627 | $1.34M | 0.04% | −10−0.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 4,627 | $1.34M | 0.11% | +42+0.9% | Added |
| IFC Advisors LLC | 4,631 | $1.34M | 0.20% | +510+12.4% | Added |
| Forum Financial Management, LP | 4,636 | $1.34M | 0.02% | −23−0.5% | Reduced |
| Commonwealth Retirement Investments LLC | 4,689 | $1.36M | 0.44% | +82+1.8% | Added |
| RFG - Bristol Wealth Advisors, LLC | 4,720 | $1.37M | 0.38% | +14+0.3% | Added |
| Mount Yale Investment Advisors, LLC | 4,744 | $1.38M | 0.07% | −963−16.9% | Reduced |
| Geneos Wealth Management Inc. | 4,749 | $1.38M | 0.03% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 4,773 | $1.38M | 0.05% | +299+6.7% | Added |
| Procyon Private Wealth Partners, LLC | 4,806 | $1.39M | 0.07% | +252+5.5% | Added |
| Trust Co of Toledo NA | 4,817 | $1.40M | 0.14% | −200−4.0% | Reduced |
| Plato Investment Management Ltd | 4,839 | $1.41M | 0.09% | −226−4.5% | Reduced |
| Smartleaf Asset Management LLC | 4,873 | $1.42M | 0.05% | +815+20.1% | Added |
| Private Trust Co NA | 4,915 | $1.43M | 0.12% | −105−2.1% | Reduced |
| Plimoth Trust Co LLC | 4,932 | $1.43M | 0.32% | −357−6.7% | Reduced |
| Harbor Capital Advisors, Inc. | 4,932 | $1.43M | 0.11% | −10−0.2% | Reduced |
| Barden Capital Management, Inc. | 4,935 | $1.43M | 1.18% | −55−1.1% | Reduced |
| Ronald Blue Trust, Inc. | 4,938 | $1.43M | 0.02% | +42+0.9% | Added |
| Parrish Capital LLC | 4,964 | $1.44M | 1.30% | +4,964 | New |
| Dynamic Advisor Solutions LLC | 4,971 | $1.44M | 0.05% | −582−10.5% | Reduced |
| Sigma Planning Corp | 4,973 | $1.44M | 0.04% | −3,236−39.4% | Reduced |
| Bayview Asset Management, LLC | 5,000 | $1.45M | 1.31% | +5,000 | New |
| Kepler Cheuvreux (Suisse) SA | 5,022 | $1.46M | 0.08% | +2,517+100.5% | Added |
| Valeo Financial Advisors, LLC | 5,052 | $1.47M | 0.03% | +67+1.3% | Added |
| Impact Partnership Wealth, LLC | 5,059 | $1.47M | 0.19% | +1,213+31.5% | Added |
| J.W. Cole Advisors, Inc. | 6,602 | $1.47M | 0.04% | −4,318−39.5% | Reduced |
| Exchange Traded Concepts, LLC | 5,090 | $1.48M | 0.01% | +955+23.1% | Added |
| Summit Global Investments | 5,096 | $1.48M | 0.09% | −2,241−30.5% | Reduced |
| Wealthspire Advisors, LLC | 5,104 | $1.48M | 0.01% | +2,294+81.6% | Added |
| Joel Isaacson & Co., LLC | 5,106 | $1.48M | 0.05% | +10.0% | Added |
| Institute for Wealth Management, LLC. | 5,111 | $1.48M | 0.16% | −29−0.6% | Reduced |
| Providence Wealth Advisors, LLC | 5,118 | $1.49M | 0.93% | +30+0.6% | Added |