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 |
|---|---|---|---|---|---|
| Pettyjohn, Wood & White, Inc | 842 | $244.2K | 0.04% | +85+11.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 843 | $244.5K | 0.05% | +12+1.4% | Added |
| Financial Advisory Corp | 844 | $245.0K | 0.07% | 00.0% | Unchanged |
| Berman McAleer LLC | 848 | $246.0K | 0.03% | 00.0% | Unchanged |
| Ellevest, Inc. | 851 | $246.8K | 0.03% | −101−10.6% | Reduced |
| Milestone Asset Management Group, LLC | 854 | $247.6K | 0.14% | +20+2.4% | Added |
| Texas Yale Capital Corp. | 856 | $248.3K | 0.01% | +856 | New |
| Hudson Value Partners, LLC | 856 | $248.3K | 0.07% | +856 | New |
| Fiera Capital Corp | 857 | $248.6K | 0.00% | +1+0.1% | Added |
| Rockland Trust Co | 859 | $249.2K | 0.01% | −906−51.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 863 | $250.3K | 0.03% | −12−1.4% | Reduced |
| Intrua Financial, LLC | 864 | $250.6K | 0.03% | 00.0% | Unchanged |
| PharVision Advisers, LLC | 864 | $250.6K | 0.13% | +864 | New |
| Westmount Partners, LLC | 868 | $251.7K | 0.06% | +868 | New |
| Optas, LLC | 869 | $252.1K | 0.04% | +65+8.1% | Added |
| Valtinson Bruner Financial Planning LLC | 869 | $252.1K | 0.07% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 872 | $252.9K | 0.01% | +872 | New |
| Naviter Wealth, LLC | 876 | $254.1K | 0.03% | −86−8.9% | Reduced |
| Exencial Wealth Advisors, LLC | 876 | $254.1K | 0.01% | −5−0.6% | Reduced |
| Altfest L J & Co Inc | 878 | $254.6K | 0.03% | +1+0.1% | Added |
| Spirepoint Private Client, LLC | 878 | $254.7K | 0.02% | +55+6.7% | Added |
| American Trust | 878 | $254.7K | 0.02% | +81+10.2% | Added |
| Fiduciary Alliance LLC | 880 | $255.2K | 0.02% | +2+0.2% | Added |
| Global Assets Advisory, LLC | 880 | $255.2K | 0.07% | +6+0.7% | Added |
| Legacy Private Trust Co. | 880 | $255.3K | 0.02% | 00.0% | Unchanged |
| McAdam, LLC | 881 | $255.5K | 0.01% | +63+7.7% | Added |
| Apella Capital, LLC | 882 | $255.8K | 0.01% | +48+5.8% | Added |
| Kaufman Rossin Wealth, LLC | 882 | $255.9K | 0.13% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 886 | $257.7K | 0.07% | +25+2.9% | Added |
| Barnes Wealth Management Group, Inc | 893 | $259.0K | 0.14% | +94+11.8% | Added |
| Lebenthal Global Advisors, LLC | 894 | $259.3K | 0.04% | −45−4.8% | Reduced |
| Spears Abacus Advisors LLC | 896 | $259.9K | 0.00% | 00.0% | Unchanged |
| Seven Mile Advisory | 896 | $260.0K | 0.04% | −198−18.1% | Reduced |
| TD Waterhouse Canada Inc. | 899 | $260.8K | 0.00% | −1−0.1% | Reduced |
| Global Financial Private Client, LLC | 900 | $261.1K | 0.09% | +16+1.8% | Added |
| Westco Advisory Services Inc | 900 | $261.1K | 0.16% | +900 | New |
| Greenberg Financial Group | 900 | $261.1K | 0.11% | +900 | New |
| Blalock Williams, LLC | 902 | $261.6K | 0.21% | +149+19.8% | Added |
| One Capital Management, LLC | 902 | $261.7K | 0.01% | +5+0.6% | Added |
| Abacus Planning Group, Inc. | 903 | $261.9K | 0.03% | −13−1.4% | Reduced |
| Money Concepts Capital Corp | 908 | $263.4K | 0.01% | +908 | New |
| London & Capital Asset Management Ltd | 908 | $263.5K | 0.00% | +908 | New |
| Investment Research Partners LLC | 909 | $263.7K | 0.11% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 910 | $264.0K | 0.02% | −126−12.2% | Reduced |
| Madrona Financial Services, LLC | 910 | $264.0K | 0.06% | 00.0% | Unchanged |
| Narus Financial Partners, LLC | 910 | $264.0K | 0.07% | 00.0% | Unchanged |
| Elgethun Capital Management | 910 | $264.1K | 0.05% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 912 | $264.5K | 0.01% | −3−0.3% | Reduced |
| Waterloo Capital, L.P. | 913 | $264.7K | 0.02% | +180+24.6% | Added |
| MASTERINVEST Kapitalanlage GmbH | 906 | $264.9K | 0.03% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 917 | $266.0K | 0.05% | 00.0% | Unchanged |
| New Hampshire Trust | 922 | $267.4K | 0.05% | −464−33.5% | Reduced |
| BNC Wealth Management, LLC | 923 | $267.8K | 0.07% | +1+0.1% | Added |
| Xxi Wealth, LLC | 929 | $269.5K | 0.16% | +929 | New |
| FORM Wealth Advisors, LLC | 930 | $269.8K | 0.03% | +930 | New |
| Penn Davis McFarland Inc | 933 | $270.6K | 0.03% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 933 | $270.6K | 0.01% | +182+24.2% | Added |
| New Wave Wealth Advisors LLC | 936 | $271.5K | 0.10% | +45+5.1% | Added |
| FourThought Financial Partners, LLC | 936 | $271.5K | 0.02% | +106+12.8% | Added |
| McLean Asset Management Corp | 1,000 | $272.8K | 0.05% | −9−0.9% | Reduced |
| SageView Advisory Group, LLC | 943 | $273.7K | 0.01% | −7−0.7% | Reduced |
| Brendel Financial Advisors LLC | 944 | $273.8K | 0.13% | 00.0% | Unchanged |
| Edmp, Inc. | 945 | $274.1K | 0.23% | −123−11.5% | Reduced |
| Smith, Moore & Co. | 945 | $274.1K | 0.02% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 954 | $276.8K | 0.02% | +25+2.7% | Added |
| Gerber Kawasaki Wealth & Investment Management | 956 | $277.3K | 0.01% | +22+2.4% | Added |
| Voya Financial Advisors, Inc. | 952 | $277.9K | 0.03% | +100+11.7% | Added |
| Kelly Financial Group LLC | 959 | $278.3K | 0.07% | −2−0.2% | Reduced |
| Gladstone Institutional Advisory LLC | 960 | $278.7K | 0.01% | −52−5.1% | Reduced |
| waypoint wealth counsel | 962 | $279.1K | 0.10% | −430−30.9% | Reduced |
| Canvas Wealth Advisors, LLC | 965 | $279.9K | 0.05% | −39−3.9% | Reduced |
| Legacy Edge Advisors, LLC | 969 | $281.1K | 0.03% | −30−3.0% | Reduced |
| Cambient Family Office, LLC | 970 | $281.4K | 0.04% | +970 | New |
| Ti-Trust, Inc | 970 | $281.4K | 0.17% | 00.0% | Unchanged |
| Baxter Bros Inc | 971 | $281.7K | 0.03% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 972 | $281.9K | 0.01% | +142+17.1% | Added |
| J. Safra Sarasin Holding AG | 972 | $281.9K | 0.00% | +972 | New |
| RFG Advisory, LLC | 972 | $282.1K | 0.01% | +4+0.4% | Added |
| United Advisor Group, LLC | 973 | $282.2K | 0.04% | +8+0.8% | Added |
| Meridian Wealth Management, LLC | 975 | $282.8K | 0.01% | +16+1.7% | Added |
| Wealthstar Advisors, LLC | 977 | $283.4K | 0.15% | −410−29.6% | Reduced |
| Wedgewood Investors Inc | 980 | $284.3K | 0.32% | −40−3.9% | Reduced |
| SFMG, LLC | 980 | $284.3K | 0.02% | +3+0.3% | Added |
| Global Strategic Investment Solutions, LLC | 985 | $285.7K | 0.03% | 00.0% | Unchanged |
| NBC Securities, Inc. | 985 | $285.7K | 0.02% | −63−6.0% | Reduced |
| Sovereign Financial Group, Inc. | 986 | $286.0K | 0.05% | +18+1.9% | Added |
| Trilogy Capital Inc. | 986 | $286.1K | 0.01% | +986 | New |
| Focused Wealth Management, Inc | 991 | $287.4K | 0.03% | +29+3.0% | Added |
| Bragg Financial Advisors, Inc | 992 | $287.7K | 0.01% | 00.0% | Unchanged |
| Strong Tower Advisory Services | 993 | $288.0K | 0.05% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 994 | $288.3K | 0.12% | 00.0% | Unchanged |
| Bayban | 996 | $288.9K | 0.26% | +996 | New |
| Sageworth Trust Co | 998 | $289.5K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1,000 | $290.1K | 0.05% | −100−9.1% | Reduced |
| Charles Schwab Trust Co | 1,000 | $290.1K | 0.02% | −69−6.5% | Reduced |
| Legacy Trust | 1,000 | $290.1K | 0.05% | 00.0% | Unchanged |
| Red Wave Investments LLC | 1,000 | $290.1K | 0.09% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 1,000 | $290.1K | 0.02% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 1,000 | $290.1K | 0.01% | +2+0.2% | Added |
| CrossGen Wealth, LLC | 1,000 | $290.1K | 0.26% | +1,000 | New |