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 |
|---|---|---|---|---|---|
| Leonteq Securities AG | 226 | $65.6K | 0.00% | −119−34.5% | Reduced |
| Sit Investment Associates Inc | 226 | $66.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 229 | $66.4K | 0.06% | +229 | New |
| Garton & Associates Financial Advisors LLC | 230 | $66.8K | 0.04% | +230 | New |
| VSM Wealth Advisory, LLC | 234 | $67.9K | 0.02% | −101−30.1% | Reduced |
| Hilton Head Capital Partners, LLC | 235 | $68.2K | 0.04% | +235 | New |
| Bell Investment Advisors, Inc | 236 | $68.5K | 0.01% | +6+2.6% | Added |
| MCF Advisors LLC | 237 | $68.8K | 0.00% | +30+14.5% | Added |
| Salomon & Ludwin, LLC | 244 | $70.2K | 0.01% | +19+8.4% | Added |
| Monetary Management Group Inc | 251 | $72.8K | 0.02% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 254 | $73.7K | 0.03% | +4+1.6% | Added |
| Independence Bank of Kentucky | 254 | $73.7K | 0.01% | +7+2.8% | Added |
| CBIZ Investment Advisory Services, LLC | 257 | $74.5K | 0.00% | +200+350.9% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 260 | $75.4K | 0.02% | 00.0% | Unchanged |
| Triumph Capital Management | 260 | $75.5K | 0.02% | +260 | New |
| Miller Capital Partners, Inc. | 267 | $77.4K | 0.04% | +267 | New |
| Elyxium Wealth, LLC | 272 | $78.9K | 0.02% | +272 | New |
| Blueline Advisors LLC | 272 | $78.9K | 0.06% | +272 | New |
| IMG Wealth Management, Inc. | 276 | $80.1K | 0.05% | +15+5.7% | Added |
| Hartford Financial Management Inc. | 278 | $80.6K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 278 | $80.6K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 279 | $80.9K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 285 | $82.7K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 288 | $83.5K | 0.01% | +204+242.9% | Added |
| Murphy & Mullick Capital Management Corp | 295 | $85.6K | 0.06% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 306 | $88.1K | 0.01% | +24+8.5% | Added |
| Tower Trust & Investment Co | 308 | $89.3K | 0.06% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 309 | $89.6K | 0.04% | 00.0% | Unchanged |
| Albion Financial Group | 309 | $89.6K | 0.01% | +250+423.7% | Added |
| DV Equities, LLC | 311 | $90.2K | 0.02% | +311 | New |
| Capital Advisors, Ltd. LLC | 318 | $92.0K | 0.01% | +10+3.2% | Added |
| Timmons Wealth Management, LLC | 320 | $92.8K | 0.09% | +320 | New |
| Brown, Lisle/Cummings, Inc. | 321 | $93.0K | 0.02% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 327 | $94.8K | 0.01% | +18+5.8% | Added |
| WPG Advisers, LLC | 340 | $98.6K | 0.07% | +71+26.4% | Added |
| CKW Financial Group | 344 | $100.0K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 351 | $101.8K | 0.04% | 00.0% | Unchanged |
| Bangor Savings Bank | 356 | $103.3K | 0.01% | +55+18.3% | Added |
| Torren Management, LLC | 357 | $103.5K | 0.05% | +357 | New |
| First United Bank Trust | 359 | $104.1K | 0.03% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 362 | $105.0K | 0.01% | +217+149.7% | Added |
| Valued Wealth Advisors LLC | 363 | $105.4K | 0.05% | +22+6.5% | Added |
| Strive Financial Group ,LLC | 369 | $107.0K | 0.06% | +369 | New |
| Financial Consulate, Inc | 372 | $107.9K | 0.01% | +5+1.4% | Added |
| Crewe Advisors LLC | 374 | $108.5K | 0.01% | +7+1.9% | Added |
| Financial Perspectives, Inc | 380 | $110.2K | 0.03% | 00.0% | Unchanged |
| City Holding Co | 381 | $110.5K | 0.01% | −155−28.9% | Reduced |
| Motco | 387 | $112.3K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 396 | $114.9K | 0.03% | −18−4.3% | Reduced |
| Washington Trust Advisors, Inc. | 396 | $114.9K | 0.01% | −7−1.7% | Reduced |
| Golden State Wealth Management, LLC | 400 | $116.0K | 0.01% | −27−6.3% | Reduced |
| Deseret Mutual Benefit Administrators | 400 | $116.0K | 0.05% | −23−5.4% | Reduced |
| Trifecta Capital Advisors, LLC | 400 | $116.0K | 0.02% | −22−5.2% | Reduced |
| Bravera Wealth | 410 | $118.9K | 0.06% | +410 | New |
| Frazier Financial Advisors, LLC | 432 | $125.3K | 0.07% | +432 | New |
| TCTC Holdings, LLC | 437 | $126.8K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 440 | $127.6K | 0.01% | −54−10.9% | Reduced |
| AlphaCentric Advisors LLC | 442 | $128.2K | 0.13% | +442 | New |
| Financial Freedom, LLC | 465 | $134.8K | 0.07% | 00.0% | Unchanged |
| S.A. Mason LLC | 474 | $137.5K | 0.05% | 00.0% | Unchanged |
| Addison Advisors LLC | 479 | $138.9K | 0.03% | −9−1.8% | Reduced |
| Tanglewood Legacy Advisors, LLC | 500 | $145.0K | 0.05% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 500 | $145.0K | 0.08% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 500 | $145.0K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 507 | $147.1K | 0.04% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 515 | $149.4K | 0.04% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 503 | $151.7K | 0.06% | +503 | New |
| Smallwood Wealth Investment Management, LLC | 523 | $151.9K | 0.08% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 536 | $155.5K | 0.04% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 538 | $156.1K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 558 | $162.0K | 0.11% | 00.0% | Unchanged |
| Estabrook Capital Management | 560 | $162.4K | 0.02% | −6−1.1% | Reduced |
| Prestige Wealth Management Group LLC | 571 | $165.6K | 0.03% | +16+2.9% | Added |
| Spurstone Advisory Services, LLC | 596 | $172.9K | 2.72% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 599 | $173.7K | 0.02% | +59+10.9% | Added |
| Hilltop National Bank | 612 | $177.5K | 0.04% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 617 | $179.0K | 0.12% | +28+4.8% | Added |
| Tompkins Financial Corp | 622 | $180.4K | 0.01% | +49+8.6% | Added |
| McMillan Office, Inc. | 625 | $181.3K | 0.02% | +625 | New |
| Dougherty Wealth Advisers LLC | 628 | $182.2K | 0.10% | 00.0% | Unchanged |
| Adirondack Trust Co | 630 | $182.7K | 0.06% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 631 | $183.0K | 0.10% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 651 | $188.9K | 0.06% | +29+4.7% | Added |
| Acumen Wealth Advisors, LLC | 652 | $189.1K | 0.05% | +652 | New |
| Onefund, LLC | 656 | $190.3K | 0.11% | +37+6.0% | Added |
| MV Capital Management, Inc. | 660 | $191.4K | 0.02% | +1+0.2% | Added |
| Clean Yield Group | 671 | $194.6K | 0.05% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 700 | $196.9K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 679 | $197.0K | 0.13% | 00.0% | Unchanged |
| Investors Research Corp | 686 | $199.0K | 0.04% | −105−13.3% | Reduced |
| Kera Capital Partners, Inc. | 704 | $200.3K | 0.02% | −488−40.9% | Reduced |
| First Interstate Bank | 691 | $200.4K | 0.01% | +691 | New |
| Howard Capital Management Group, LLC | 692 | $200.7K | 0.01% | +692 | New |
| Chesley Taft & Associates LLC | 694 | $201.4K | 0.01% | +694 | New |
| Grove Bank & Trust | 695 | $201.6K | 0.02% | 00.0% | Unchanged |
| Trust Co of Virginia | 696 | $201.9K | 0.02% | +696 | New |
| First Foundation Advisors | 698 | $202.5K | 0.01% | +698 | New |
| Rodgers Brothers Inc. | 699 | $202.8K | 0.02% | +699 | New |
| Allen Capital Group, LLC | 699 | $202.8K | 0.02% | +699 | New |
| Members Wealth LLC | 720 | $202.8K | 0.13% | +720 | New |