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 |
|---|---|---|---|---|---|
| Kinneret Advisory, LLC | 11,084 | $3.22M | 0.27% | −304−2.7% | Reduced |
| Maryland State Retirement & Pension System | 11,153 | $3.24M | 0.07% | 00.0% | Unchanged |
| Third View Private Wealth, LLC | 11,217 | $3.25M | 0.44% | +11,217 | New |
| Gulf International Bank (UK) Ltd | 11,291 | $3.27M | 0.11% | 00.0% | Unchanged |
| Burney Co | 11,309 | $3.28M | 0.10% | −19−0.2% | Reduced |
| Abn Amro Investment Solutions | 11,333 | $3.29M | 0.05% | +7,766+217.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 11,340 | $3.29M | 0.11% | −369−3.2% | Reduced |
| Louisiana State Employees Retirement System | 11,400 | $3.31M | 0.06% | −400−3.4% | Reduced |
| Compass Wealth Management LLC | 11,444 | $3.32M | 0.83% | −180−1.5% | Reduced |
| Patton Albertson Miller Group, LLC | 11,476 | $3.33M | 0.39% | −993−8.0% | Reduced |
| Fulton Bank, N.A. | 11,588 | $3.36M | 0.12% | −215−1.8% | Reduced |
| Garner Asset Management Corp | 11,612 | $3.37M | 1.29% | −1,055−8.3% | Reduced |
| Erste Asset Management GmbH | 11,616 | $3.39M | 0.03% | −2,133−15.5% | Reduced |
| Lincoln Capital LLC | 11,771 | $3.41M | 0.62% | −1,424−10.8% | Reduced |
| New Age Alpha Advisors, LLC | 11,862 | $3.44M | 0.15% | −1,461−11.0% | Reduced |
| Delta Financial Advisors LLC | 11,864 | $3.44M | 0.89% | −93−0.8% | Reduced |
| Diversified Trust Co | 11,907 | $3.45M | 0.06% | −10.0% | Reduced |
| D.A. Davidson & Co. | 11,962 | $3.47M | 0.02% | −197−1.6% | Reduced |
| Bessemer Group Inc | 12,078 | $3.50M | 0.01% | +794+7.0% | Added |
| Ballentine Partners, LLC | 12,121 | $3.52M | 0.05% | −32−0.3% | Reduced |
| Argent Advisors, Inc. | 12,127 | $3.52M | 0.98% | +2,645+27.9% | Added |
| Acropolis Investment Management, LLC | 12,312 | $3.57M | 0.16% | −681−5.2% | Reduced |
| SummitTX Capital, L.P. | 12,512 | $3.63M | 0.11% | +8,618+221.3% | Added |
| Vise Technologies, Inc. | 12,782 | $3.71M | 0.07% | +6,180+93.6% | Added |
| Natixis | 12,787 | $3.71M | 0.01% | −39,910−75.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 12,855 | $3.73M | 0.07% | +114+0.9% | Added |
| Hancock Whitney Corp | 12,912 | $3.75M | 0.07% | −35−0.3% | Reduced |
| William B. Walkup & Associates, Inc. | 12,921 | $3.75M | 2.05% | −213−1.6% | Reduced |
| Hartford Investment Management Co | 12,967 | $3.76M | 0.11% | −283−2.1% | Reduced |
| Osborne Partners Capital Management, LLC | 13,150 | $3.81M | 0.20% | −172−1.3% | Reduced |
| iA Global Asset Management Inc. | 13,155 | $3.82M | 0.05% | −401−3.0% | Reduced |
| Rossmore Private Capital | 13,180 | $3.82M | 0.34% | −10−0.1% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 13,470 | $3.91M | 0.01% | +987+7.9% | Added |
| Munich Reinsurance Co Stock Corp in Munich | 13,375 | $3.91M | 0.10% | +12,869+2,543.3% | Added |
| Tower Bridge Advisors | 13,541 | $3.93M | 0.40% | +80+0.6% | Added |
| 1st Source Bank | 13,690 | $3.97M | 0.21% | −365−2.6% | Reduced |
| Siemens Fonds Invest GmbH | 13,753 | $4.02M | 0.21% | −3,952−22.3% | Reduced |
| Savant Capital, LLC | 13,866 | $4.02M | 0.02% | −441−3.1% | Reduced |
| BKD Wealth Advisors, LLC | 13,908 | $4.03M | 0.08% | −416−2.9% | Reduced |
| Icon Wealth Advisors, LLC | 13,950 | $4.05M | 0.27% | +930+7.1% | Added |
| Kingsview Wealth Management, LLC | 14,039 | $4.07M | 0.06% | −90−0.6% | Reduced |
| Wakefield Asset Management LLLP | 14,113 | $4.09M | 1.11% | −210−1.5% | Reduced |
| RSM US Wealth Management LLC | 13,970 | $4.10M | 0.05% | −1,073−7.1% | Reduced |
| Kentucky Retirement Systems | 14,194 | $4.12M | 0.11% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 14,327 | $4.16M | 1.17% | −14,164−49.7% | Reduced |
| Stance Capital LLC | 14,428 | $4.18M | 1.54% | +14,428 | New |
| Romano Brothers and Company | 14,585 | $4.23M | 0.48% | −310−2.1% | Reduced |
| Edgestream Partners, L.P. | 14,588 | $4.23M | 0.12% | −1,161−7.4% | Reduced |
| Liberty One Investment Management, LLC | 14,623 | $4.24M | 0.54% | −11,605−44.2% | Reduced |
| ING Groep NV | 14,641 | $4.25M | 0.03% | −541−3.6% | Reduced |
| Advisory Services Network, LLC | 14,656 | $4.25M | 0.06% | +537+3.8% | Added |
| Baker Avenue Asset Management, LP | 14,798 | $4.29M | 0.10% | +226+1.6% | Added |
| Asset Dedication, LLC | 14,800 | $4.29M | 0.28% | +83+0.6% | Added |
| Blue Sparrow, LLC | 15,000 | $4.35M | 0.08% | +15,000 | New |
| GLOBALT Investments LLC | 15,162 | $4.40M | 0.16% | −481−3.1% | Reduced |
| Slow Capital, Inc. | 15,278 | $4.43M | 0.53% | +126+0.8% | Added |
| Financial Advisory Service, Inc. | 15,362 | $4.46M | 0.29% | +863+6.0% | Added |
| AIA Group Ltd | 15,376 | $4.46M | 0.07% | +9,025+142.1% | Added |
| IFP Advisors, Inc | 15,462 | $4.48M | 0.10% | +454+3.0% | Added |
| Lido Advisors, LLC | 15,840 | $4.50M | 0.02% | +1,145+7.8% | Added |
| Bokf, NA | 15,526 | $4.50M | 0.07% | −1,332−7.9% | Reduced |
| Unison Advisors LLC | 15,568 | $4.52M | 0.39% | +63+0.4% | Added |
| Prospera Financial Services Inc | 15,564 | $4.52M | 0.07% | −153−1.0% | Reduced |
| CAPROCK Group, Inc. | 15,578 | $4.52M | 0.10% | +180+1.2% | Added |
| Lee Danner & Bass Inc | 15,769 | $4.57M | 0.33% | −1,602−9.2% | Reduced |
| Principle Wealth Partners LLC | 15,927 | $4.62M | 0.26% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 15,978 | $4.63M | 0.10% | +15,978 | New |
| Applied Capital LLC | 16,094 | $4.67M | 3.20% | −20.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 16,147 | $4.68M | 0.06% | +3,816+30.9% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 16,281 | $4.72M | 0.20% | +1,298+8.7% | Added |
| Empire Financial Management Company, LLC | 16,285 | $4.72M | 1.03% | +70+0.4% | Added |
| Alps Advisors Inc | 16,302 | $4.73M | 0.03% | −33−0.2% | Reduced |
| Mizuho Securities USA LLC | 16,242 | $4.76M | 0.08% | −155−0.9% | Reduced |
| Leuthold Group, LLC | 16,592 | $4.81M | 0.52% | +126+0.8% | Added |
| Nomura Holdings Inc | 16,729 | $4.85M | 0.01% | −11,115−39.9% | Reduced |
| Brinker Capital Investments, LLC | 16,733 | $4.85M | 0.04% | +1,786+11.9% | Added |
| Capitolis Liquid Global Markets LLC | 16,798 | $4.87M | 0.03% | +16,798 | New |
| Hallmark Capital Management Inc | 16,817 | $4.88M | 0.31% | +128+0.8% | Added |
| Argent Trust Co | 16,823 | $4.88M | 0.17% | +616+3.8% | Added |
| Federation des caisses Desjardins du Quebec | 17,040 | $4.94M | 0.02% | −3,200−15.8% | Reduced |
| Arjuna Capital | 17,072 | $4.95M | 1.21% | −439−2.5% | Reduced |
| Sawyer & Company, Inc | 17,296 | $5.02M | 1.78% | −260−1.5% | Reduced |
| HRT Financial LP | 17,431 | $5.06M | 0.02% | −7,001−28.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 17,491 | $5.08M | 0.03% | +1,847+11.8% | Added |
| 1832 Asset Management L.P. | 17,646 | $5.12M | 0.01% | +4,133+30.6% | Added |
| Allstate Corp | 17,668 | $5.12M | 0.07% | +9,475+115.6% | Added |
| Merit Financial Group, LLC | 17,697 | $5.13M | 0.04% | +1,086+6.5% | Added |
| Fulcrum Asset Management LLP | 17,596 | $5.14M | 1.43% | −521−2.9% | Reduced |
| RNC Capital Management LLC | 17,752 | $5.15M | 0.23% | −630−3.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 17,796 | $5.16M | 0.04% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 17,832 | $5.17M | 0.06% | +2,236+14.3% | Added |
| Cresset Asset Management, LLC | 17,868 | $5.18M | 0.02% | −205−1.1% | Reduced |
| KCM Investment Advisors LLC | 17,875 | $5.18M | 0.17% | −494−2.7% | Reduced |
| Railway Pension Investments Ltd | 18,000 | $5.22M | 0.06% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 18,177 | $5.27M | 0.08% | +186+1.0% | Added |
| Foster & Motley Inc | 18,245 | $5.29M | 0.28% | −185−1.0% | Reduced |
| Elevate Capital Advisors, LLC | 18,328 | $5.32M | 3.52% | +1,052+6.1% | Added |
| Meridian Investment Counsel Inc. | 18,363 | $5.33M | 1.28% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 18,387 | $5.33M | 0.19% | +4,974+37.1% | Added |
| Ferguson Wellman Capital Management, Inc | 18,535 | $5.38M | 0.09% | −739−3.8% | Reduced |