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 |
|---|---|---|---|---|---|
| Salzhauer Michael | 700 | $203.0K | 0.09% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 700 | $203.0K | 0.05% | +700 | New |
| Pine Haven Investment Counsel, Inc | 700 | $203.0K | 0.14% | +700 | New |
| Bensler, LLC | 700 | $203.2K | 0.02% | +700 | New |
| Ipswich Investment Management Co., Inc. | 701 | $203.3K | 0.05% | +701 | New |
| MBL Wealth, LLC | 701 | $203.3K | 0.02% | +701 | New |
| Diversify Wealth Management, LLC | 751 | $203.7K | 0.01% | +751 | New |
| Sutton Place Investors LLC | 704 | $204.2K | 0.11% | +704 | New |
| CMG Global Holdings, LLC | 692 | $204.3K | 0.09% | +692 | New |
| Curated Wealth Partners LLC | 706 | $204.8K | 0.02% | +706 | New |
| Everhart Financial Group, Inc. | 708 | $205.4K | 0.02% | +708 | New |
| Generali Investments, Management Co LLC | 710 | $205.9K | 0.04% | 00.0% | Unchanged |
| Sandhill Capital Partners LLC | 710 | $206.1K | 0.01% | +710 | New |
| Peoples Bank | 712 | $206.5K | 0.13% | +712 | New |
| Cyndeo Wealth Partners, LLC | 715 | $207.3K | 0.01% | +715 | New |
| Win Advisors, Inc | 717 | $208.0K | 0.09% | +717 | New |
| Valley National Advisers Inc | 723 | $209.0K | 0.03% | −108−13.0% | Reduced |
| Alteri Wealth LLC | 723 | $209.6K | 0.07% | −1−0.1% | Reduced |
| Mystic Asset Management, Inc. | 724 | $210.0K | 0.05% | −387−34.8% | Reduced |
| WealthTrust Axiom LLC | 724 | $210.1K | 0.05% | 00.0% | Unchanged |
| Constant Guidance Financial LLC | 725 | $210.3K | 0.15% | −240−24.9% | Reduced |
| Cassaday & Co Wealth Management LLC | 727 | $210.9K | 0.00% | −39−5.1% | Reduced |
| Douglas Lane & Associates, LLC | 728 | $211.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 730 | $211.7K | 0.02% | +200+37.7% | Added |
| MTM Investment Management, LLC | 732 | $212.3K | 0.07% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 734 | $212.9K | 0.08% | 00.0% | Unchanged |
| Maimon Wealth Management Ltd. | 734 | $212.9K | 0.20% | +734 | New |
| DB&C Advisors, LLC | 740 | $214.5K | 0.27% | +740 | New |
| Allegheny Financial Group LTD | 742 | $215.4K | 0.03% | +2+0.3% | Added |
| Parisi Gray Wealth Management | 744 | $215.8K | 0.05% | +2+0.3% | Added |
| Silverlake Wealth Management LLC | 745 | $216.1K | 0.05% | 00.0% | Unchanged |
| Cornerstone Advisors Asset Management, LLC | 746 | $216.4K | 0.04% | +746 | New |
| Howard Financial Services, Ltd. | 748 | $217.0K | 0.03% | +748 | New |
| Catalina Capital Group, LLC | 749 | $217.3K | 0.13% | −5−0.7% | Reduced |
| Kure Advisory, LLC | 749 | $217.3K | 0.12% | +749 | New |
| BankPlus Trust Department | 750 | $217.5K | 0.06% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 751 | $217.8K | 0.09% | −2−0.3% | Reduced |
| Vicus Capital | 753 | $218.5K | 0.02% | −2−0.3% | Reduced |
| Courage Miller Partners, LLC | 755 | $219.0K | 0.07% | 00.0% | Unchanged |
| GenTrust, LLC | 755 | $219.0K | 0.01% | +755 | New |
| FSM Wealth Advisors, LLC | 758 | $219.8K | 0.03% | +758 | New |
| Thrive Wealth Management, LLC | 761 | $220.8K | 0.03% | −6−0.8% | Reduced |
| Signature Wealth Management Partners, LLC | 763 | $221.3K | 0.11% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 763 | $221.3K | 0.07% | +763 | New |
| JGP Wealth Management, LLC | 763 | $221.3K | 0.02% | 00.0% | Unchanged |
| Norden Group LLC | 763 | $221.5K | 0.02% | +763 | New |
| SCS Capital Management LLC | 764 | $221.6K | 0.00% | +764 | New |
| Thompson Siegel & Walmsley LLC | 771 | $224.0K | 0.00% | −17,649−95.8% | Reduced |
| Exchange Bank | 773 | $224.2K | 0.16% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 773 | $224.2K | 0.03% | −177−18.6% | Reduced |
| Emerald Advisors, LLC | 775 | $224.7K | 0.03% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 776 | $225.1K | 0.04% | 00.0% | Unchanged |
| AIMZ Investment Advisors, LLC | 778 | $225.6K | 0.06% | 00.0% | Unchanged |
| Payne Capital Management, LLC | 778 | $225.7K | 0.07% | 00.0% | Unchanged |
| Bell Bank | 780 | $226.2K | 0.01% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 784 | $226.3K | 0.05% | −7−0.9% | Reduced |
| First Financial Bank - Trust Division | 781 | $226.5K | 0.02% | −33−4.1% | Reduced |
| Peachtree Investment Partners, LLC | 783 | $227.2K | 0.08% | −24−3.0% | Reduced |
| New England Research & Management, Inc. | 787 | $228.3K | 0.10% | 00.0% | Unchanged |
| Asset Allocation & Management Company, LLC | 790 | $229.0K | 0.09% | 00.0% | Unchanged |
| Pflug Koory, LLC | 792 | $229.7K | 0.11% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 795 | $230.0K | 0.10% | +8+1.0% | Added |
| Basecamp Wealth Advisors LLC | 794 | $230.2K | 0.05% | +794 | New |
| Salem Investment Counselors Inc | 794 | $230.3K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 794 | $230.3K | 0.09% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 796 | $230.9K | 0.00% | −23,203−96.7% | Reduced |
| Mayflower Financial Advisors, LLC | 796 | $230.9K | 0.03% | +11+1.4% | Added |
| Linscomb & Williams, Inc. | 800 | $232.0K | 0.01% | −4−0.5% | Reduced |
| Torrey Growth & Income Advisors | 800 | $232.0K | 0.08% | −153−16.1% | Reduced |
| Security National Bank of So Dak | 800 | $232.0K | 0.11% | 00.0% | Unchanged |
| Logan Capital Management Inc | 800 | $232.0K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 800 | $232.0K | 0.17% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 800 | $232.0K | 0.03% | +23+3.0% | Added |
| Revolve Wealth Partners, LLC | 802 | $232.7K | 0.03% | −6−0.7% | Reduced |
| ORG Partners LLC | 804 | $233.2K | 0.04% | +13+1.6% | Added |
| MRP Capital Investments, LLC | 805 | $233.5K | 0.20% | −5−0.6% | Reduced |
| Briggs Wealth Management, Inc | 807 | $234.1K | 0.25% | +807 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 808 | $234.4K | 0.08% | −11−1.3% | Reduced |
| Keebeck Alpha, LP | 811 | $235.2K | 0.63% | +811 | New |
| Walker Asset Management, LLC | 812 | $235.5K | 0.13% | 00.0% | Unchanged |
| Horizons Wealth Management | 812 | $235.5K | 0.16% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 817 | $236.0K | 0.00% | +5+0.6% | Added |
| Diversified Enterprises, LLC | 815 | $236.5K | 0.01% | +815 | New |
| Cahill Financial Advisors Inc | 816 | $236.6K | 0.03% | +2+0.2% | Added |
| Winthrop Advisory Group LLC | 826 | $236.6K | 0.02% | +13+1.6% | Added |
| Advyzon Investment Management, LLC | 820 | $237.8K | 0.03% | +67+8.9% | Added |
| bLong Financial, LLC | 820 | $237.8K | 0.17% | −40−4.7% | Reduced |
| Founders Financial Alliance, LLC | 824 | $239.0K | 0.05% | −11−1.3% | Reduced |
| Alta Advisers Ltd | 825 | $239.3K | 0.09% | −320−27.9% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 826 | $239.6K | 0.10% | −12−1.4% | Reduced |
| Ironwood Financial, llc | 860 | $241.2K | 0.04% | −51−5.6% | Reduced |
| Carr Financial Group Corp | 833 | $241.5K | 0.06% | +4+0.5% | Added |
| D L Carlson Investment Group Inc | 833 | $241.6K | 0.04% | −13−1.5% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 836 | $242.5K | 0.35% | +46+5.8% | Added |
| Central Valley Advisors, LLC | 838 | $242.9K | 0.07% | +2+0.2% | Added |
| 71 West Capital Partners | 839 | $243.4K | 0.01% | +839 | New |
| Sloy Dahl & Holst, LLC | 839 | $243.4K | 0.03% | 00.0% | Unchanged |
| Brian Low Financial Group, LLC | 840 | $243.7K | 0.17% | +840 | New |
| Schonfeld Strategic Advisors LLC | 841 | $243.9K | 0.00% | −2,988−78.0% | Reduced |
| MEMBERS Trust Co | 842 | $244.2K | 0.01% | −16−1.9% | Reduced |