Skip to main content

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.

Institutional holdersQ4 2025: 1,780 institutions
Q1 2021: 1,172 institutionsQ2 2021: 1,138 institutionsQ3 2021: 1,137 institutionsQ4 2021: 1,229 institutionsQ1 2022: 1,277 institutionsQ2 2022: 1,222 institutionsQ3 2022: 1,204 institutionsQ4 2022: 1,304 institutionsQ1 2023: 1,270 institutionsQ2 2023: 1,288 institutionsQ3 2023: 1,260 institutionsQ4 2023: 1,334 institutionsQ1 2024: 1,452 institutionsQ2 2024: 1,415 institutionsQ3 2024: 1,471 institutionsQ4 2024: 1,590 institutionsQ1 2025: 1,645 institutionsQ2 2025: 1,639 institutionsQ3 2025: 1,681 institutionsQ4 2025: 1,780 institutionsQ1 2026: 1,805 institutionsQ2 2026: 1,869 institutions
Value heldQ4 2025: $53.8B
Q1 2021: $31.5BQ2 2021: $31.0BQ3 2021: $31.1BQ4 2021: $31.3BQ1 2022: $36.0BQ2 2022: $33.1BQ3 2022: $29.7BQ4 2022: $36.0BQ1 2023: $32.3BQ2 2023: $32.5BQ3 2023: $30.5BQ4 2023: $36.0BQ1 2024: $43.6BQ2 2024: $38.8BQ3 2024: $44.0BQ4 2024: $45.6BQ1 2025: $49.8BQ2 2025: $50.7BQ3 2025: $51.9BQ4 2025: $53.8BQ1 2026: $52.1BQ2 2026: $61.0B
Institutions holding TRV and their total value by quarter
QuarterHoldersValue
Q2 20261,869$61.0B
Q1 20261,805$52.1B
Q4 20251,780$53.8B
Q3 20251,681$51.9B
Q2 20251,639$50.7B
Q1 20251,645$49.8B
Q4 20241,590$45.6B
Q3 20241,471$44.0B
Q2 20241,415$38.8B
Q1 20241,452$43.6B
Q4 20231,334$36.0B
Q3 20231,260$30.5B
Q2 20231,288$32.5B
Q1 20231,270$32.3B
Q4 20221,304$36.0B
Q3 20221,204$29.7B
Q2 20221,222$33.1B
Q1 20221,277$36.0B
Q4 20211,229$31.3B
Q3 20211,137$31.1B
Q2 20211,138$31.0B
Q1 20211,172$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
InstitutionSharesValue% of portfolioChange in sharesAction
Sfam, LLC60$17.4K0.02%+60New
Westfuller Advisors, LLC60$17.4K0.01%+16+36.4%Added
Raffa Wealth Management, LLC61$17.7K0.00%00.0%Unchanged
Truvestments Capital LLC62$18.0K0.00%00.0%Unchanged
Wealth Enhancement Trust Services, Inc.64$18.6K0.00%+64New
Comprehensive Financial Planning, Inc.64$18.6K0.01%00.0%Unchanged
Scarborough Advisors, LLC65$18.9K0.00%−1−1.5%Reduced
WealthCollab, LLC65$18.9K0.01%00.0%Unchanged
Wealth Preservation Advisors, LLC65$18.9K0.01%+65New
Quattro Advisors LLC66$19.2K0.02%+66New
GPS Wealth Strategies Group, LLC67$19.3K0.02%−529−88.8%Reduced
Barnes Dennig Private Wealth Management LLC67$19.4K0.02%−29−30.2%Reduced
Armstrong Advisory Group, Inc67$19.4K0.00%−16−19.3%Reduced
Insight Financial Services69$20.0K0.01%00.0%Unchanged
Activest Wealth Management70$20.3K0.00%+4+6.1%Added
Sachetta, LLC71$20.6K0.01%00.0%Unchanged
Old Point Trust & Financial Services N A73$21.2K0.01%+73New
DHJJ Financial Advisors, Ltd.75$21.8K0.01%00.0%Unchanged
Highline Wealth Partners LLC79$22.9K0.01%+20+33.9%Added
Basepoint Wealth LLC79$23.1K0.01%+79New
Swiss Re Ltd80$23.2K0.00%+80New
Key Capital Management, INC80$23.2K0.02%+80New
Solstein Capital, LLC81$23.5K0.01%00.0%Unchanged
Financial Management Professionals, Inc.87$25.2K0.00%+2+2.4%Added
Kemnay Advisory Services Inc.88$25.5K0.00%+88New
Mascoma Wealth Management LLC90$26.1K0.01%+4+4.7%Added
Red Tortoise LLC91$26.3K0.01%00.0%Unchanged
Abound Wealth Management93$26.9K0.01%+2+2.2%Added
Osterweis Capital Management Inc96$27.8K0.00%00.0%Unchanged
Kohmann Bosshard Financial Services, LLC97$27.9K0.00%+97New
ESL Trust Services, LLC100$29.0K0.01%−9−8.3%Reduced
Lavaca Capital LLC100$29.0K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC100$29.0K0.02%00.0%Unchanged
Greykasell Wealth Strategies, Inc.100$29.0K0.01%00.0%Unchanged
Birchbrook, Inc.100$29.0K0.01%00.0%Unchanged
Quaker Wealth Management, LLC103$29.9K0.01%00.0%Unchanged
Luken Investment Analytics, LLC108$31.3K0.01%+2+1.9%Added
Entrust Financial LLC108$31.4K0.02%+108New
New England Capital Financial Advisors LLC110$31.9K0.01%00.0%Unchanged
SOA Wealth Advisors, LLC.119$34.7K0.01%00.0%Unchanged
Nalls Sherbakoff Group, LLC120$34.8K0.03%00.0%Unchanged
Wilkerson Advisory Group LLC120$34.8K0.01%+120New
YANKCOM Partnership121$35.1K0.01%+8+7.1%Added
Navalign, LLC121$35.1K0.01%+121New
Vision Retirement, LLC125$36.3K0.01%+125New
Hughes Financial Services, LLC126$36.5K0.01%00.0%Unchanged
eCIO, Inc.127$36.8K0.02%+127New
CDKV Holdings LLC129$37.4K0.03%+129New
Optima Capital LLC130$37.7K0.02%+130New
Harbor Asset Planning, Inc.130$37.7K0.03%00.0%Unchanged
Millstone Evans Group, LLC133$38.6K0.02%−4−2.9%Reduced
Laurel Wealth Advisors LLC138$40.0K0.01%+138New
BOK Financial Private Wealth, Inc.139$40.3K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC140$40.6K0.01%00.0%Unchanged
Fortitude Family Office, LLC141$40.9K0.01%−4−2.8%Reduced
American National Bank141$40.9K0.00%+3+2.2%Added
Clayton Financial Group LLC141$40.9K0.02%+41+41.0%Added
Tucker Asset Management LLC143$41.5K0.01%+143New
Sarver Vrooman Wealth Advisors145$42.1K0.03%−89−38.0%Reduced
Merited Wealth, LLC149$43.2K0.04%+149New
Duncker Streett & Co Inc149$43.3K0.01%00.0%Unchanged
Atwood & Palmer Inc150$43.5K0.00%00.0%Unchanged
Wellington Shields Capital Management, LLC150$43.5K0.01%00.0%Unchanged
Glass Jacobson Investment Advisors llc150$43.5K0.02%00.0%Unchanged
American Capital Advisory, LLC150$43.5K0.02%+2+1.4%Added
Walsh & Associates, LLC150$43.5K0.04%+150New
Colonial Trust Advisors160$46.4K0.00%00.0%Unchanged
Y.D. More Investments Ltd161$46.7K0.00%−20−11.0%Reduced
High Point Wealth Management, LLC162$46.9K0.04%+162New
Park Place Capital Corp162$47.0K0.01%−3−1.8%Reduced
Fourth Dimension Wealth, LLC165$47.9K0.02%00.0%Unchanged
GW&K Investment Management, LLC165$48.0K0.00%+18+12.2%Added
Ogorek Anthony Joseph169$49.0K0.01%−27−13.8%Reduced
Trust Co172$49.9K0.00%+28+19.4%Added
SJS Investment Consulting Inc.175$50.8K0.01%+24+15.9%Added
Toth Financial Advisory Corp178$51.6K0.01%+7+4.1%Added
Kennebec Savings Bank179$51.9K0.04%00.0%Unchanged
Cornerstone Planning Group LLC185$52.2K0.01%+166+873.7%Added
Asset Planning,Inc184$53.3K0.04%+1+0.5%Added
Wealth Watch Advisors, INC186$54.0K0.02%−25−11.8%Reduced
Sound Income Strategies, LLC204$55.1K0.00%+67+48.9%Added
Strategic Investment Solutions, Inc.192$55.7K0.01%+1+0.5%Added
Ares Financial Consulting, LLC195$56.5K0.05%+195New
Vestor Capital, LLC1,312$58.0K0.00%+1,112+556.0%Added
Knights of Columbus Asset Advisors LLC200$58.0K0.00%00.0%Unchanged
Pandora Wealth, Inc.200$58.0K0.04%00.0%Unchanged
McIlrath & Eck, LLC200$58.0K0.01%+118+143.9%Added
Thurston, Springer, Miller, Herd & Titak, Inc.202$58.6K0.02%+115+132.2%Added
Bogart Wealth, LLC204$59.2K0.00%−8−3.8%Reduced
Keating Financial Advisory Services, Inc.204$59.2K0.01%+204New
Reyes Financial Architecture, Inc.205$59.5K0.04%+5+2.5%Added
Private Wealth Management Group, LLC205$59.5K0.02%00.0%Unchanged
Nemes Rush Group LLC209$60.6K0.01%+18+9.4%Added
Wolff Wiese Magana LLC212$61.5K0.03%00.0%Unchanged
First Command Advisory Services, Inc.213$61.8K0.00%+28+15.1%Added
Piscataqua Savings Bank218$63.2K0.04%00.0%Unchanged
Heritage Wealth Advisors219$63.5K0.00%+22+11.2%Added
Reflection Asset Management219$63.5K0.05%+219New
UMA Financial Services, Inc.221$64.1K0.01%−20−8.3%Reduced
Country Trust Bank225$65.3K0.00%00.0%Unchanged