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 |
|---|---|---|---|---|---|
| Frec Markets, Inc. | 1,202 | $348.7K | 0.10% | +1,202 | New |
| Zacks Investment Management | 1,203 | $348.9K | 0.00% | +70+6.2% | Added |
| Nestegg Advisors, Inc. | 1,203 | $349.0K | 0.30% | 00.0% | Unchanged |
| QTR Family Wealth, LLC | 1,169 | $349.2K | 0.15% | −33−2.7% | Reduced |
| Greenup Street Wealth Management LLC | 1,207 | $350.0K | 0.05% | +2+0.2% | Added |
| Diversify Advisory Services, LLC | 1,301 | $350.6K | 0.01% | +397+43.9% | Added |
| Caitlin John, LLC | 1,209 | $350.7K | 0.23% | +1,209 | New |
| Sunbelt Securities, Inc. | 1,212 | $351.6K | 0.02% | 00.0% | Unchanged |
| Ariston Services Group | 1,212 | $351.6K | 0.21% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,218 | $353.4K | 0.03% | +29+2.4% | Added |
| 111 Capital | 1,223 | $354.7K | 0.08% | +36+3.0% | Added |
| One Wealth Advisors, LLC | 1,226 | $355.6K | 0.04% | 00.0% | Unchanged |
| Wealth Effects LLC | 1,232 | $357.5K | 0.11% | 00.0% | Unchanged |
| NDVR, Inc. | 1,233 | $357.6K | 0.30% | −49−3.8% | Reduced |
| Sage Rhino Capital LLC | 1,234 | $357.9K | 0.07% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 1,236 | $358.5K | 0.12% | +52+4.4% | Added |
| Flynn Zito Capital Management, LLC | 1,236 | $358.5K | 0.13% | 00.0% | Unchanged |
| Santori & Peters | 1,236 | $358.6K | 0.12% | 00.0% | Unchanged |
| Sagewood Asset Management LP | 1,237 | $358.8K | 0.13% | +1,237 | New |
| BLB&B Advisors, LLC | 1,241 | $360.0K | 0.02% | −73−5.6% | Reduced |
| Dynamic Wealth Strategies, LLC | 1,244 | $360.8K | 0.21% | +227+22.3% | Added |
| Private Capital Management, LLC | 1,244 | $360.8K | 0.03% | +1,244 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,248 | $362.0K | 0.01% | −334−21.1% | Reduced |
| Advisortrust Partners, LLC | 1,250 | $362.6K | 0.16% | +1,250 | New |
| Plante Moran Financial Advisors, LLC | 1,251 | $362.9K | 0.02% | 00.0% | Unchanged |
| Syverson Strege & Co | 1,254 | $363.7K | 0.09% | −42−3.2% | Reduced |
| Liberty Capital Management, Inc. | 1,254 | $363.7K | 0.07% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 1,255 | $364.0K | 0.02% | +840+202.4% | Added |
| Childress Capital Advisors, LLC | 1,259 | $365.1K | 0.06% | +22+1.8% | Added |
| St Germain D J Co Inc | 1,261 | $365.8K | 0.01% | −80−6.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 1,262 | $366.0K | 0.16% | +6+0.5% | Added |
| Delta Asset Management LLC | 1,263 | $366.3K | 0.03% | −25−1.9% | Reduced |
| Dearborn Partners LLC | 1,263 | $366.4K | 0.02% | 00.0% | Unchanged |
| Wealth Architects, LLC | 1,266 | $367.1K | 0.03% | +13+1.0% | Added |
| Hilltop Holdings Inc. | 1,267 | $367.5K | 0.02% | −8,111−86.5% | Reduced |
| Boothbay Fund Management, LLC | 1,268 | $367.8K | 0.01% | +1,268 | New |
| Boston Private Wealth LLC | 1,274 | $369.5K | 0.02% | −7−0.5% | Reduced |
| Live Oak Private Wealth LLC | 1,286 | $373.0K | 0.05% | 00.0% | Unchanged |
| Keel Point, LLC | 1,291 | $374.6K | 0.02% | +55+4.4% | Added |
| Red Door Wealth Management, LLC | 1,293 | $375.0K | 0.04% | +2+0.2% | Added |
| Somerset Trust Co | 1,297 | $376.2K | 0.12% | −15−1.1% | Reduced |
| Catalyst Financial Partners LLC | 1,297 | $376.2K | 0.04% | +68+5.5% | Added |
| Lyell Wealth Management, LP | 1,297 | $376.2K | 0.03% | +142+12.3% | Added |
| Jackson Thornton Asset Management, LLC | 1,326 | $378.2K | 0.04% | +15+1.1% | Added |
| Van Strum & Towne Inc. | 1,304 | $378.2K | 0.11% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 1,308 | $379.0K | 0.03% | +1,308 | New |
| Oakworth Capital, Inc. | 1,307 | $379.1K | 0.02% | +694+113.2% | Added |
| Monument Capital Management | 1,311 | $380.2K | 0.09% | +53+4.2% | Added |
| Medallion Wealth Advisors, LLC | 1,311 | $380.4K | 0.13% | 00.0% | Unchanged |
| Armis Advisers, LLC | 1,287 | $381.8K | 0.04% | +1,287 | New |
| Westpac Banking Corp | 1,319 | $382.6K | 0.02% | +188+16.6% | Added |
| Core Alternative Capital | 1,321 | $383.2K | 0.11% | +63+5.0% | Added |
| Renaissance Group LLC | 1,327 | $384.9K | 0.02% | +18+1.4% | Added |
| Csenge Advisory Group | 1,330 | $385.7K | 0.02% | −20−1.5% | Reduced |
| Expressive Wealth LLC | 1,331 | $386.1K | 0.42% | +1,331 | New |
| Colonial Trust Co | 1,333 | $386.8K | 0.05% | −151−10.2% | Reduced |
| NBT Bank N A | 1,335 | $387.2K | 0.03% | −1−0.1% | Reduced |
| Windsor Capital Management, LLC | 1,339 | $388.5K | 0.11% | +15+1.1% | Added |
| Covestor Ltd | 1,343 | $389.0K | 0.20% | +595+79.5% | Added |
| Integrity Alliance, LLC. | 1,343 | $389.6K | 0.01% | +43+3.3% | Added |
| Beaumont Financial Advisors, LLC | 1,350 | $391.7K | 0.03% | −3,568−72.5% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 1,352 | $392.2K | 0.03% | +313+30.1% | Added |
| WealthPlan Investment Management, LLC | 1,354 | $392.6K | 0.03% | −41−2.9% | Reduced |
| Twinbeech Capital LP | 1,365 | $395.9K | 0.03% | +1,365 | New |
| Rathbone Brothers plc | 1,366 | $396.2K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,369 | $397.0K | 0.10% | +4+0.3% | Added |
| Simmons Bank | 1,370 | $397.4K | 0.03% | −85−5.8% | Reduced |
| Retirement Planning Group | 1,371 | $397.7K | 0.01% | +2+0.1% | Added |
| Legal Advantage Investments, Inc. | 1,378 | $399.7K | 0.19% | −1−0.1% | Reduced |
| Plancorp, LLC | 1,380 | $400.3K | 0.01% | +12+0.9% | Added |
| Strategic Financial Services, Inc, | 1,330 | $401.0K | 0.02% | −3−0.2% | Reduced |
| Tiemann Investment Advisors, LLC | 1,385 | $401.7K | 0.16% | −60−4.2% | Reduced |
| Central Pacific Bank - Trust Division | 1,386 | $402.0K | 0.05% | +420+43.5% | Added |
| Verity Asset Management, Inc. | 1,386 | $402.0K | 0.17% | +1,386 | New |
| Aspen Investment Management Inc | 1,388 | $403.0K | 0.12% | −18−1.3% | Reduced |
| Alpine Bank Wealth Management | 1,390 | $403.2K | 0.06% | −1−0.1% | Reduced |
| McKinley Carter Wealth Services, Inc. | 1,393 | $404.2K | 0.02% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 1,394 | $404.4K | 0.06% | +118+9.2% | Added |
| Woodmont Investment Counsel LLC | 1,397 | $405.2K | 0.03% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 1,400 | $406.1K | 0.18% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,408 | $408.4K | 0.10% | −100−6.6% | Reduced |
| Great Waters Wealth Management | 1,409 | $408.7K | 0.04% | +3+0.2% | Added |
| Advisor OS, LLC | 1,410 | $408.9K | 0.03% | +1+0.1% | Added |
| Advus Financial Partners, LLC | 1,411 | $409.3K | 0.10% | −315−18.3% | Reduced |
| ForthRight Wealth Management, LLC | 1,413 | $409.9K | 0.12% | 00.0% | Unchanged |
| Nwam LLC | 1,422 | $410.6K | 0.02% | −297−17.3% | Reduced |
| D'Orazio & Associates, Inc. | 1,418 | $411.3K | 0.05% | +80+6.0% | Added |
| Washington Trust Co | 1,419 | $411.7K | 0.01% | +550+63.3% | Added |
| Whalerock Point Partners, LLC | 1,420 | $411.9K | 0.08% | −258−15.4% | Reduced |
| Hickory Point Bank & Trust | 1,420 | $411.9K | 0.30% | 00.0% | Unchanged |
| SmartHarvest Portfolios, LLC | 1,424 | $413.1K | 0.14% | +1,424 | New |
| CSS LLC | 1,440 | $417.7K | 0.02% | −360−20.0% | Reduced |
| Milestones Private Investment Advisors LLC | 1,440 | $417.7K | 0.29% | 00.0% | Unchanged |
| Balboa Wealth Partners | 1,442 | $418.3K | 0.07% | −161−10.0% | Reduced |
| Inscription Capital, LLC | 1,444 | $418.8K | 0.04% | +1+0.1% | Added |
| Evermay Wealth Management LLC | 1,445 | $419.1K | 0.05% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 1,446 | $419.4K | 0.01% | 00.0% | Unchanged |
| Belleair Asset Management, LLC | 1,447 | $419.7K | 0.40% | +1,447 | New |
| MKT Advisors LLC | 1,459 | $419.8K | 0.14% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 1,458 | $422.9K | 0.01% | +160+12.3% | Added |