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 |
|---|---|---|---|---|---|
| Welch Group, LLC | 1,467 | $425.5K | 0.02% | +17+1.2% | Added |
| Howard Capital Management Inc. | 1,472 | $427.0K | 0.01% | +7+0.5% | Added |
| Robertson Stephens Wealth Management, LLC | 1,475 | $427.8K | 0.01% | +10+0.7% | Added |
| Cornerstone Wealth Management, LLC | 1,479 | $429.0K | 0.02% | +225+17.9% | Added |
| BFSG, LLC | 1,495 | $433.6K | 0.04% | −25−1.6% | Reduced |
| All Terrain Financial Advisors, LLC | 1,495 | $433.6K | 0.13% | 00.0% | Unchanged |
| Everpar Advisors LLC | 1,498 | $434.5K | 0.16% | +330+28.3% | Added |
| Cidel Asset Management Inc | 1,501 | $435.4K | 0.03% | −233−13.4% | Reduced |
| First American Trust, FSB | 1,503 | $435.8K | 0.03% | −46−3.0% | Reduced |
| Randolph Co Inc | 1,503 | $436.0K | 0.04% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 1,506 | $436.8K | 0.03% | +1,506 | New |
| Howland Capital Management LLC | 1,509 | $437.7K | 0.02% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 1,510 | $438.0K | 0.14% | −79−5.0% | Reduced |
| Trueblood Wealth Management, LLC | 1,517 | $440.0K | 0.17% | +3+0.2% | Added |
| Global View Capital Management LLC | 1,523 | $441.8K | 0.08% | −38−2.4% | Reduced |
| Patten & Patten Inc | 1,523 | $441.8K | 0.03% | +315+26.1% | Added |
| Boston Family Office LLC | 1,525 | $442.0K | 0.03% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,530 | $443.9K | 0.06% | −340−18.2% | Reduced |
| State of Wyoming | 1,531 | $444.1K | 0.05% | −549−26.4% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 1,531 | $444.1K | 0.37% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,532 | $444.4K | 0.09% | −683−30.8% | Reduced |
| Athena Investment Management | 1,535 | $445.2K | 0.23% | −137−8.2% | Reduced |
| Aaron Wealth Advisors | 1,535 | $445.2K | 0.02% | +85+5.9% | Added |
| Mesirow Financial Investment Management, Inc. | 1,537 | $445.9K | 0.01% | −879−36.4% | Reduced |
| G2 Capital Management, LLC | 1,544 | $447.9K | 0.11% | −5−0.3% | Reduced |
| Quotient Wealth Partners, LLC | 1,549 | $449.3K | 0.01% | −105−6.3% | Reduced |
| Riversedge Advisors, LLC | 1,552 | $450.1K | 0.07% | +151+10.8% | Added |
| Community Bank, N.A. | 1,552 | $450.2K | 0.05% | −189−10.9% | Reduced |
| Burke & Herbert Bank & Trust Co | 1,562 | $453.1K | 0.13% | 00.0% | Unchanged |
| Veracity Capital LLC | 1,567 | $454.5K | 0.13% | +18+1.2% | Added |
| Univest Financial Corp | 1,570 | $455.3K | 0.02% | +2+0.1% | Added |
| Somerville Kurt F | 1,575 | $456.8K | 0.08% | 00.0% | Unchanged |
| Oberweis Asset Management Inc | 1,581 | $458.6K | 0.02% | −89−5.3% | Reduced |
| Legacy Financial Advisors, Inc. | 1,589 | $461.0K | 0.06% | −11−0.7% | Reduced |
| Avestar Capital, LLC | 1,595 | $462.6K | 0.03% | +7+0.4% | Added |
| Fiduciary Group LLC | 1,596 | $462.9K | 0.04% | −37−2.3% | Reduced |
| Harvest Fund Management Co., Ltd | 1,601 | $464.0K | 0.02% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 1,606 | $465.8K | 0.04% | 00.0% | Unchanged |
| Hudson Portfolio Management LLC | 1,617 | $469.0K | 0.40% | 00.0% | Unchanged |
| AGH Wealth Advisors, LLC | 1,623 | $470.8K | 0.35% | +3+0.2% | Added |
| Charter Trust Co | 1,627 | $471.9K | 0.03% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 1,674 | $473.9K | 0.05% | −139−7.7% | Reduced |
| Cynosure Management, LLC | 1,644 | $476.9K | 0.05% | +1,644 | New |
| Canandaigua National Trust Co of Florida | 1,646 | $477.4K | 0.30% | −2−0.1% | Reduced |
| Nixon Peabody Trust Co | 1,659 | $481.2K | 0.04% | 00.0% | Unchanged |
| Optimize Financial Inc | 1,660 | $481.5K | 0.24% | +20+1.2% | Added |
| Donaldson Capital Management, LLC | 1,664 | $482.6K | 0.02% | −183−9.9% | Reduced |
| AdvisorNet Financial, Inc | 1,665 | $483.0K | 0.03% | +182+12.3% | Added |
| Mountain Pacific Investment Advisers Inc | 1,670 | $484.4K | 0.08% | −50−2.9% | Reduced |
| Centaurus Financial, Inc. | 1,683 | $488.0K | 0.02% | −14−0.8% | Reduced |
| Invesco, LLC | 1,687 | $489.3K | 0.16% | −152−8.3% | Reduced |
| Flagship Harbor Advisors, LLC | 1,701 | $493.5K | 0.02% | −503−22.8% | Reduced |
| Neville Rodie & Shaw Inc | 1,700 | $494.0K | 0.03% | 00.0% | Unchanged |
| Busey Wealth Management | 1,706 | $494.8K | 0.01% | +43+2.6% | Added |
| Opus Capital Group, LLC | 1,715 | $497.0K | 0.05% | −230−11.8% | Reduced |
| Waddell & Associates, LLC | 1,718 | $498.4K | 0.03% | +151+9.6% | Added |
| Destination Wealth Management | 1,723 | $499.7K | 0.01% | −1−0.1% | Reduced |
| Sym Financial Corp | 1,723 | $499.8K | 0.05% | +12+0.7% | Added |
| Pavion Blue Capital, LLC | 1,724 | $500.1K | 0.21% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 1,729 | $501.4K | 0.02% | +58+3.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 1,729 | $501.5K | 0.01% | −3,917−69.4% | Reduced |
| Sylvest Advisors, LLC | 1,735 | $503.3K | 0.27% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 1,737 | $503.9K | 0.09% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 1,744 | $505.9K | 0.01% | −1−0.1% | Reduced |
| LBMC Investment Advisors, LLC | 1,750 | $507.6K | 0.03% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 1,755 | $509.1K | 0.11% | 00.0% | Unchanged |
| Valley Brook Capital Group | 1,759 | $510.2K | 0.34% | −159−8.3% | Reduced |
| Hamel Associates, Inc. | 1,764 | $511.7K | 0.15% | +269+18.0% | Added |
| Modern Wealth Management, LLC | 1,771 | $513.6K | 0.01% | +34+2.0% | Added |
| Drive Wealth Management, LLC | 1,774 | $514.6K | 0.10% | +23+1.3% | Added |
| MidFirst Bank | 1,782 | $516.9K | 0.04% | +1,782 | New |
| Segment Wealth Management, LLC | 1,784 | $517.5K | 0.03% | +210+13.3% | Added |
| Capital Performance Advisors LLP | 1,787 | $518.4K | 0.04% | +581+48.2% | Added |
| Personal Cfo Solutions, LLC | 1,790 | $519.1K | 0.08% | +56+3.2% | Added |
| Advisors Capital Management, LLC | 1,790 | $519.5K | 0.01% | −28−1.5% | Reduced |
| Northeast Investment Management | 1,800 | $522.1K | 0.02% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 1,800 | $522.1K | 0.05% | 00.0% | Unchanged |
| Clarius Group, LLC | 1,807 | $524.1K | 0.03% | −396−18.0% | Reduced |
| Total Wealth Planning & Management, Inc. | 1,809 | $524.7K | 0.42% | +1,809 | New |
| Ofi Invest Asset Management | 1,923 | $525.3K | 0.01% | +1,375+250.9% | Added |
| Savvy Advisors, Inc. | 1,811 | $525.4K | 0.02% | +149+9.0% | Added |
| Pin Oak Investment Advisors Inc | 1,745 | $526.0K | 0.37% | −271−13.4% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 1,818 | $527.3K | 0.03% | +3+0.2% | Added |
| Axxcess Wealth Management, LLC | 1,820 | $528.0K | 0.01% | −419−18.7% | Reduced |
| Indivisible Partners | 1,833 | $531.6K | 0.06% | +1,833 | New |
| Employees Retirement System of Texas | 1,836 | $533.0K | 0.00% | 00.0% | Unchanged |
| Thomasville National Bank | 1,841 | $534.0K | 0.03% | −29−1.6% | Reduced |
| Cahaba Wealth Management, Inc. | 1,859 | $539.3K | 0.04% | +5+0.3% | Added |
| Stockman Wealth Management, Inc. | 1,862 | $540.1K | 0.06% | −4−0.2% | Reduced |
| Bank of Hawaii | 1,863 | $540.4K | 0.03% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 1,949 | $541.2K | 0.01% | +36+1.9% | Added |
| 4WEALTH Advisors, Inc. | 1,868 | $541.8K | 0.47% | +46+2.5% | Added |
| Peak Asset Management, LLC | 1,869 | $542.1K | 0.09% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,893 | $549.0K | 0.07% | −14−0.7% | Reduced |
| Ponta Wealth Partners, LLC | 1,899 | $550.8K | 0.51% | +1,899 | New |
| LSV Asset Management | 1,900 | $551.0K | 0.00% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 1,900 | $551.1K | 0.07% | 00.0% | Unchanged |
| Spinnaker Trust | 1,905 | $552.6K | 0.03% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 1,921 | $557.3K | 0.11% | +171+9.8% | Added |
| Marco Investment Management LLC | 1,931 | $560.1K | 0.04% | 00.0% | Unchanged |