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 |
|---|---|---|---|---|---|
| Quantum Financial Advisors, LLC | 1,003 | $290.9K | 0.03% | +2+0.2% | Added |
| Next Capital Management LLC | 1,005 | $291.4K | 0.09% | +1+0.1% | Added |
| Resonant Capital Advisors, LLC | 1,005 | $291.5K | 0.02% | −150−13.0% | Reduced |
| Marietta Wealth Management, LLC | 1,005 | $291.5K | 0.03% | 00.0% | Unchanged |
| Templeton & Phillips Capital Management, LLC | 1,005 | $291.5K | 0.19% | 00.0% | Unchanged |
| DiPaolo Financial Group, Inc. | 1,008 | $292.4K | 0.31% | +1,008 | New |
| Mach-1 Financial Group, Inc. | 1,011 | $293.3K | 0.06% | +1,011 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,012 | $293.6K | 0.01% | 00.0% | Unchanged |
| Vision Capital Management, Inc. | 1,013 | $293.9K | 0.04% | 00.0% | Unchanged |
| Crews Bank & Trust | 1,014 | $294.1K | 0.04% | −10−1.0% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,021 | $296.2K | 0.00% | +800+362.0% | Added |
| Phillips Financial Management, LLC | 1,022 | $296.4K | 0.02% | −34−3.2% | Reduced |
| KFA Private Wealth Group, LLC | 1,022 | $296.6K | 0.07% | +2+0.2% | Added |
| Vermillion Wealth Management, Inc. | 1,023 | $296.8K | 0.12% | +4+0.4% | Added |
| Golden State Equity Partners | 1,025 | $297.3K | 0.05% | −119−10.4% | Reduced |
| Manchester Capital Management LLC | 1,026 | $297.6K | 0.04% | +153+17.5% | Added |
| Farmers & Merchants Trust Co of Long Beach | 1,029 | $298.5K | 0.07% | −2,690−72.3% | Reduced |
| Sage Mountain Advisors LLC | 1,029 | $298.5K | 0.02% | +1,029 | New |
| CRA Financial Services, LLC | 1,030 | $298.8K | 0.04% | −121−10.5% | Reduced |
| New Republic Capital, LLC | 1,030 | $298.8K | 0.08% | +1,030 | New |
| Dunhill Financial, LLC | 1,032 | $299.3K | 0.07% | +3+0.3% | Added |
| Capital Advisory Group Advisory Services, LLC | 1,033 | $299.6K | 0.09% | −62−5.7% | Reduced |
| Citizens National Bank Trust Department | 1,034 | $299.9K | 0.05% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 1,038 | $301.1K | 0.01% | 00.0% | Unchanged |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 1,040 | $301.7K | 0.00% | −2,660−71.9% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 1,041 | $302.0K | 0.01% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 1,043 | $302.5K | 0.01% | +10+1.0% | Added |
| HCR Wealth Advisors | 1,047 | $303.7K | 0.03% | +24+2.3% | Added |
| Jackson Creek Investment Advisors LLC | 1,047 | $304.0K | 0.09% | −32−3.0% | Reduced |
| C M Bidwell & Associates Ltd | 1,050 | $304.6K | 0.14% | +1,050 | New |
| Portside Wealth Group, LLC | 1,051 | $304.9K | 0.04% | +84+8.7% | Added |
| Prostatis Group LLC | 1,054 | $305.7K | 0.07% | −3,577−77.2% | Reduced |
| Winning Points Advisors, LLC | 1,056 | $306.0K | 0.35% | +1,056 | New |
| Ci Investments Inc. | 1,055 | $306.0K | 0.00% | −132−11.1% | Reduced |
| Tortoise Investment Management, LLC | 1,055 | $306.1K | 0.03% | +3+0.3% | Added |
| Avidian Wealth Solutions, LLC | 1,056 | $306.3K | 0.01% | +72+7.3% | Added |
| Trustmark National Bank Trust Department | 1,057 | $306.6K | 0.02% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 1,058 | $306.9K | 0.07% | +4+0.4% | Added |
| Spectrum Planning & Advisory Services Inc. | 1,065 | $309.0K | 0.16% | +2+0.2% | Added |
| Key Financial Inc | 1,071 | $310.7K | 0.06% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 1,072 | $311.1K | 0.02% | +81+8.2% | Added |
| Breakwater Capital Group | 1,075 | $311.8K | 0.04% | −1−0.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,077 | $312.4K | 0.08% | +298+38.3% | Added |
| Crumly & Associates Inc. | 1,078 | $312.7K | 0.07% | +4+0.4% | Added |
| Catalyst Funds Management Pty Ltd | 1,080 | $313.3K | 0.07% | −220−16.9% | Reduced |
| Cornerstone Advisory, LLC | 1,082 | $314.0K | 0.03% | +11+1.0% | Added |
| Sawgrass Asset Management LLC | 1,084 | $314.4K | 0.04% | 00.0% | Unchanged |
| TMB Capital Partners, LLC | 1,084 | $314.4K | 0.11% | +1,084 | New |
| GWN Securities Inc. | 1,084 | $314.6K | 0.06% | +29+2.7% | Added |
| Five Oceans Advisors | 1,086 | $315.0K | 0.11% | −1−0.1% | Reduced |
| Confluence Wealth Services, Inc. | 1,087 | $315.3K | 0.01% | +49+4.7% | Added |
| Becker Capital Management Inc | 1,087 | $315.3K | 0.01% | +274+33.7% | Added |
| Centennial Bank | 1,091 | $316.5K | 0.13% | 00.0% | Unchanged |
| Abc Arbitrage SA | 1,098 | $318.5K | 0.03% | +1,098 | New |
| Rehmann Capital Advisory Group | 1,100 | $319.3K | 0.02% | +31+2.9% | Added |
| Farmers & Merchants Investments Inc | 1,108 | $321.4K | 0.01% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 1,110 | $322.0K | 0.04% | +66+6.3% | Added |
| MFA Wealth Services | 1,110 | $322.0K | 0.22% | +4+0.4% | Added |
| Compass Capital Corp | 1,085 | $322.6K | 0.12% | +15+1.4% | Added |
| Parcion Private Wealth LLC | 1,113 | $322.8K | 0.02% | +73+7.0% | Added |
| Hamilton Capital Partners Inc. | 1,118 | $324.3K | 0.01% | −959−46.2% | Reduced |
| Marino, Stram & Associates LLC | 1,121 | $325.2K | 0.06% | −214−16.0% | Reduced |
| Advisory Alpha, LLC | 1,122 | $325.5K | 0.01% | −67−5.6% | Reduced |
| Sippican Capital Advisors | 1,125 | $326.3K | 0.21% | −11−1.0% | Reduced |
| Valmark Advisers, Inc. | 1,128 | $327.2K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,130 | $327.8K | 0.01% | −18−1.6% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 1,130 | $327.8K | 0.07% | +37+3.4% | Added |
| Trust Point Inc. | 1,132 | $328.3K | 0.03% | −34−2.9% | Reduced |
| Keystone Financial Group, Inc. | 1,133 | $328.8K | 0.17% | +2+0.2% | Added |
| Larry Mathis Financial Planning, LLC | 1,138 | $330.1K | 0.29% | +1,138 | New |
| Stratos Wealth Advisors, LLC | 1,138 | $330.3K | 0.02% | −155−12.0% | Reduced |
| Knightsbridge Asset Management, LLC | 1,143 | $331.6K | 0.05% | +14+1.2% | Added |
| Caldwell Trust Co | 1,146 | $332.4K | 0.03% | −170−12.9% | Reduced |
| EagleClaw Capital Managment, LLC | 1,146 | $332.4K | 0.05% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 1,147 | $332.7K | 0.01% | +34+3.1% | Added |
| Accurate Wealth Management, LLC | 1,182 | $333.4K | 0.04% | +35+3.1% | Added |
| Cape Ann Savings Bank | 1,150 | $333.6K | 0.17% | −400−25.8% | Reduced |
| Change Path, LLC | 1,153 | $334.5K | 0.01% | +436+60.8% | Added |
| Flagship Wealth Advisors, LLC | 1,154 | $334.7K | 0.10% | +14+1.2% | Added |
| First Nebraska Trust Co | 1,155 | $335.0K | 0.03% | −15−1.3% | Reduced |
| Wealthspan Partners, LLC | 1,161 | $336.8K | 0.12% | 00.0% | Unchanged |
| Novem Group | 1,163 | $337.3K | 0.04% | −113−8.9% | Reduced |
| Onyx Bridge Wealth Group LLC | 1,164 | $337.6K | 0.04% | +4+0.3% | Added |
| Earnest Partners LLC | 1,166 | $338.2K | 0.00% | 00.0% | Unchanged |
| Willner & Heller, LLC | 1,169 | $339.1K | 0.24% | +4+0.3% | Added |
| Northwest Quadrant Wealth Management, LLC | 1,171 | $339.5K | 0.07% | +2+0.2% | Added |
| Mayfair Advisory Group, LLC | 1,195 | $340.8K | 0.13% | +2+0.2% | Added |
| Slocum, Gordon & Co LLP | 1,175 | $340.8K | 0.25% | 00.0% | Unchanged |
| Advisors Management Group Inc | 1,178 | $342.0K | 0.06% | −37−3.0% | Reduced |
| JFS Wealth Advisors, LLC | 1,180 | $342.3K | 0.02% | +59+5.3% | Added |
| Caitong International Asset Management Co., Ltd | 1,183 | $343.1K | 0.08% | +808+215.5% | Added |
| Bridgewealth Advisory Group, LLC | 1,185 | $343.7K | 0.08% | +3+0.3% | Added |
| Ruggaard & Associates LLC | 1,185 | $343.7K | 0.14% | 00.0% | Unchanged |
| Iams Wealth Management, LLC | 1,186 | $344.1K | 0.12% | +243+25.8% | Added |
| Fort Point Capital Partners LLC | 1,274 | $345.7K | 0.04% | +1,274 | New |
| Polymer Capital Management (US) LLC | 1,199 | $347.8K | 0.04% | −1,710−58.8% | Reduced |
| Builder Investment Group Inc | 1,200 | $348.1K | 0.08% | 00.0% | Unchanged |
| Enhancing Capital LLC | 1,200 | $348.1K | 0.25% | 00.0% | Unchanged |
| Old Port Advisors | 1,200 | $348.1K | 0.09% | +5+0.4% | Added |
| Means Investment Co., Inc. | 1,200 | $348.1K | 0.03% | 00.0% | Unchanged |