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 |
|---|---|---|---|---|---|
| Aptus Capital Advisors, LLC | 7,323 | $2.12M | 0.02% | +753+11.5% | Added |
| Venture Visionary Partners LLC | 7,335 | $2.13M | 0.07% | −62−0.8% | Reduced |
| JT Stratford LLC | 7,355 | $2.13M | 0.27% | +203+2.8% | Added |
| Virtue Asset Management LLC | 7,470 | $2.17M | 1.73% | +17+0.2% | Added |
| Cary Street Partners Financial LLC | 7,517 | $2.18M | 0.05% | −454−5.7% | Reduced |
| FRG Family Wealth Advisors LLC | 7,525 | $2.18M | 0.34% | 00.0% | Unchanged |
| Colony Group, LLC | 7,542 | $2.19M | 0.00% | +7,542 | New |
| Cornerstone Planning, LLC | 7,533 | $2.19M | 0.51% | +7,533 | New |
| Concurrent Investment Advisors, LLC | 7,569 | $2.20M | 0.03% | +1,642+27.7% | Added |
| Ascent Group, LLC | 7,590 | $2.20M | 0.08% | +308+4.2% | Added |
| Snowden Capital Advisors LLC | 7,599 | $2.20M | 0.06% | +34+0.4% | Added |
| Naples Global Advisors, LLC | 7,603 | $2.21M | 0.16% | −48−0.6% | Reduced |
| Resources Investment Advisors, LLC. | 7,614 | $2.21M | 0.02% | +257+3.5% | Added |
| First National Trust Co | 7,642 | $2.22M | 0.07% | −351−4.4% | Reduced |
| Concord Asset Management, LLC | 7,673 | $2.23M | 0.39% | +184+2.5% | Added |
| Founders Financial Securities LLC | 7,704 | $2.23M | 0.13% | −1,347−14.9% | Reduced |
| E. Ohman J:or Asset Management AB | 7,720 | $2.24M | 0.05% | −2,172−22.0% | Reduced |
| Webster Bank, N. A. | 7,721 | $2.24M | 0.21% | −628−7.5% | Reduced |
| North Dakota State Investment Board | 7,754 | $2.25M | 0.08% | +7,754 | New |
| Concord Wealth Partners | 7,755 | $2.25M | 0.29% | +390+5.3% | Added |
| Ashford Capital Management Inc | 7,764 | $2.25M | 0.25% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 7,833 | $2.27M | 0.03% | +1,103+16.4% | Added |
| Capula Management Ltd | 7,835 | $2.27M | 0.01% | +1,808+30.0% | Added |
| Virtu Financial LLC | 7,887 | $2.29M | 0.09% | +6,745+590.6% | Added |
| Smith, Salley & Associates | 7,891 | $2.29M | 0.11% | −10−0.1% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 7,604 | $2.29M | 0.33% | +4+0.1% | Added |
| Empirical Finance, LLC | 7,911 | $2.29M | 0.11% | −342−4.1% | Reduced |
| Essex Financial Services, Inc. | 7,932 | $2.30M | 0.13% | +108+1.4% | Added |
| Capital Wealth Planning, LLC | 8,000 | $2.32M | 0.02% | 00.0% | Unchanged |
| Bank & Trust Co | 8,009 | $2.32M | 1.64% | −46−0.6% | Reduced |
| Ancora Advisors, LLC | 8,038 | $2.33M | 0.05% | +98+1.2% | Added |
| Spire Wealth Management | 8,122 | $2.36M | 0.08% | −773−8.7% | Reduced |
| Arrow Financial Corp | 8,145 | $2.36M | 0.24% | −493−5.7% | Reduced |
| Cim, LLC | 8,145 | $2.36M | 0.31% | +34+0.4% | Added |
| Weaver Capital Management LLC | 8,156 | $2.37M | 0.50% | −45−0.5% | Reduced |
| Focus Financial Network, Inc. | 8,191 | $2.38M | 0.08% | −98−1.2% | Reduced |
| We Are One Seven, LLC | 8,213 | $2.38M | 0.05% | +22+0.3% | Added |
| Dockside LLC | 8,247 | $2.39M | 0.61% | +8,247 | New |
| Tectonic Advisors LLC | 8,270 | $2.40M | 0.13% | +30.0% | Added |
| Accredited Investors Inc. | 8,300 | $2.41M | 0.13% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 8,347 | $2.42M | 0.22% | −263−3.1% | Reduced |
| Carmel Capital Partners, LLC | 8,363 | $2.43M | 0.85% | +3,192+61.7% | Added |
| Benin Management CORP | 8,380 | $2.43M | 0.54% | +1,075+14.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 8,407 | $2.44M | 0.01% | +202+2.5% | Added |
| Jacobi Capital Management LLC | 8,461 | $2.45M | 0.14% | +54+0.6% | Added |
| GTS Securities LLC | 8,467 | $2.46M | 0.08% | +4,873+135.6% | Added |
| Azimuth Capital Investment Management LLC | 8,487 | $2.46M | 0.09% | −750−8.1% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 8,487 | $2.46M | 1.37% | −711−7.7% | Reduced |
| BancorpSouth Bank | 8,521 | $2.47M | 0.14% | +40.0% | Added |
| Kestra Private Wealth Services, LLC | 8,553 | $2.48M | 0.03% | +2,340+37.7% | Added |
| Farther Finance Advisors, LLC | 8,633 | $2.50M | 0.03% | +2,526+41.4% | Added |
| Avalon Trust Co | 8,749 | $2.54M | 0.16% | +221+2.6% | Added |
| AssuredPartners Investment Advisors, LLC | 8,809 | $2.56M | 0.38% | +334+3.9% | Added |
| Thrivent Financial for Lutherans | 8,881 | $2.58M | 0.00% | −9,623−52.0% | Reduced |
| CoreCap Advisors, LLC | 8,905 | $2.58M | 0.09% | +41+0.5% | Added |
| GSB Wealth Management, LLC | 9,003 | $2.61M | 0.59% | −879−8.9% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 9,009 | $2.61M | 0.65% | +225+2.6% | Added |
| DSG Capital Advisors, LLC | 9,655 | $2.62M | 0.40% | 00.0% | Unchanged |
| Choate Investment Advisors | 9,099 | $2.64M | 0.05% | −142−1.5% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 9,140 | $2.65M | 0.12% | +374+4.3% | Added |
| MUFG Securities EMEA plc | 9,145 | $2.65M | 0.03% | +4,836+112.2% | Added |
| Twin Capital Management Inc | 9,180 | $2.66M | 0.33% | −105−1.1% | Reduced |
| Moors & Cabot, Inc. | 9,187 | $2.66M | 0.11% | −181−1.9% | Reduced |
| Everence Capital Management Inc | 9,403 | $2.73M | 0.16% | 00.0% | Unchanged |
| Stephens Inc | 9,545 | $2.77M | 0.03% | +494+5.5% | Added |
| Andra AP-fonden | 9,560 | $2.77M | 0.03% | +9,560 | New |
| Lighthouse Financial Services Inc | 9,578 | $2.78M | 0.64% | +9,578 | New |
| Jones Financial Companies LLLP | 9,602 | $2.79M | 0.00% | +1,133+13.4% | Added |
| Parsons Capital Management Inc | 9,653 | $2.80M | 0.15% | +67+0.7% | Added |
| Crossmark Global Holdings, Inc. | 9,659 | $2.80M | 0.04% | +1,402+17.0% | Added |
| Omers Administration Corp | 9,664 | $2.80M | 0.02% | −6,320−39.5% | Reduced |
| Agf Management Ltd | 9,690 | $2.81M | 0.01% | −2,265−18.9% | Reduced |
| Wesleyan Assurance Society | 9,740 | $2.83M | 0.16% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 9,775 | $2.84M | 0.06% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 9,974 | $2.84M | 0.00% | +250+2.6% | Added |
| Pinnacle Holdings, LLC | 9,888 | $2.87M | 0.97% | +857+9.5% | Added |
| Nilsine Partners, LLC | 9,911 | $2.87M | 0.25% | +174+1.8% | Added |
| Jump Financial, LLC | 10,014 | $2.90M | 0.04% | +4,946+97.6% | Added |
| Greenleaf Trust | 10,036 | $2.91M | 0.03% | +37+0.4% | Added |
| KKM Financial LLC | 10,099 | $2.93M | 0.52% | +10,099 | New |
| Montag A & Associates Inc | 10,170 | $2.95M | 0.13% | +326+3.3% | Added |
| EP Wealth Advisors, LLC | 10,172 | $2.95M | 0.02% | +10,172 | New |
| White Pine Capital LLC | 10,244 | $2.97M | 0.82% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 10,364 | $3.01M | 0.42% | −20.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 10,436 | $3.03M | 0.85% | −294−2.7% | Reduced |
| Metis Global Partners, LLC | 10,469 | $3.04M | 0.07% | −2,623−20.0% | Reduced |
| New Mexico Educational Retirement Board | 10,478 | $3.04M | 0.09% | +200+1.9% | Added |
| Evercore Wealth Management, LLC | 10,547 | $3.06M | 0.04% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 10,580 | $3.07M | 0.05% | +10,580 | New |
| Academy Capital Management Inc | 10,617 | $3.08M | 0.41% | +5,117+93.0% | Added |
| Atlantic Union Bankshares Corp | 10,623 | $3.08M | 0.06% | −44−0.4% | Reduced |
| Peddock Capital Advisors, LLC | 10,631 | $3.08M | 0.65% | +48+0.5% | Added |
| Exeter Financial, LLC | 10,683 | $3.10M | 1.32% | +437+4.3% | Added |
| Voleon Capital Management LP | 10,782 | $3.13M | 0.07% | −2,305−17.6% | Reduced |
| GAMMA Investing LLC | 10,885 | $3.16M | 0.16% | +1,230+12.7% | Added |
| Buckingham Strategic Partners | 10,888 | $3.16M | 0.04% | −2,745−20.1% | Reduced |
| Toroso Investments, LLC | 10,895 | $3.16M | 0.01% | +1,982+22.2% | Added |
| Levin Capital Strategies, L.P. | 10,933 | $3.17M | 0.28% | +500+4.8% | Added |
| United Capital Financial Advisers, LLC | 10,947 | $3.18M | 0.02% | +1,023+10.3% | Added |
| Two Sigma Advisers, LP | 11,040 | $3.20M | 0.01% | +11,040 | New |