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 |
|---|---|---|---|---|---|
| Sageworth Trust Co of South Dakota | 1,934 | $561.0K | 0.46% | −374−16.2% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 2,083 | $561.6K | 0.13% | +2,083 | New |
| Brown Wealth Management, LLC | 1,960 | $568.5K | 0.15% | +7+0.4% | Added |
| PDS Planning, Inc | 1,973 | $572.3K | 0.04% | +11+0.6% | Added |
| Journey Strategic Wealth LLC | 1,976 | $573.2K | 0.02% | +4+0.2% | Added |
| Schmidt P J Investment Management Inc | 1,978 | $573.7K | 0.09% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 1,978 | $573.7K | 0.23% | +1,978 | New |
| United Capital Management of KS, Inc. | 1,983 | $575.2K | 0.08% | −46−2.3% | Reduced |
| Farmers Trust Co | 1,984 | $575.5K | 0.09% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,994 | $578.4K | 0.04% | +44+2.3% | Added |
| Ameritas Investment Partners, Inc. | 1,996 | $579.0K | 0.02% | −56−2.7% | Reduced |
| Finward Bancorp | 2,000 | $580.1K | 0.45% | 00.0% | Unchanged |
| Adviser Investments LLC | 2,001 | $580.4K | 0.01% | +557+38.6% | Added |
| Patrick M Sweeney & Associates, Inc | 2,001 | $580.4K | 0.36% | −14−0.7% | Reduced |
| Defined Wealth Management, LLC | 2,009 | $582.7K | 0.34% | +5+0.2% | Added |
| EverSource Wealth Advisors, LLC | 2,012 | $583.4K | 0.02% | −222−9.9% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 2,013 | $583.9K | 0.08% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 2,015 | $584.5K | 0.28% | 00.0% | Unchanged |
| Bearing Point Capital, LLC | 2,019 | $585.6K | 0.09% | 00.0% | Unchanged |
| United Community Bank | 2,028 | $588.2K | 0.22% | −240−10.6% | Reduced |
| SHP Wealth Management | 2,037 | $591.2K | 0.05% | +2,037 | New |
| Avantax Planning Partners, Inc. | 2,039 | $591.4K | 0.02% | −125−5.8% | Reduced |
| Mutual Advisors, LLC | 2,049 | $594.4K | 0.01% | +58+2.9% | Added |
| International Assets Investment Management, LLC | 2,050 | $594.7K | 0.04% | −74−3.5% | Reduced |
| Fortis Group Advisors, LLC | 2,094 | $595.8K | 0.10% | +8+0.4% | Added |
| Diligent Investors, LLC | 2,056 | $596.4K | 0.15% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 2,058 | $596.9K | 0.04% | −530−20.5% | Reduced |
| Moody Lynn & Lieberson, LLC | 2,062 | $598.1K | 0.03% | +10.0% | Added |
| Sanibel Captiva Trust Company, Inc. | 2,068 | $599.8K | 0.02% | −90−4.2% | Reduced |
| West Family Investments, Inc. | 2,079 | $603.0K | 0.14% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 2,080 | $603.3K | 0.08% | +20+1.0% | Added |
| Moneta Group Investment Advisors LLC | 2,086 | $605.2K | 0.00% | +201+10.7% | Added |
| Transcend Wealth Collective, LLC | 2,088 | $605.7K | 0.05% | −360−14.7% | Reduced |
| Ledyard National Bank | 2,097 | $608.3K | 0.05% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 2,253 | $609.9K | 0.04% | +25+1.1% | Added |
| Appleton Partners Inc | 2,107 | $611.0K | 0.04% | +425+25.3% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 2,111 | $612.3K | 0.03% | +2,111 | New |
| Keystone Financial Group | 2,125 | $616.4K | 0.05% | +14+0.7% | Added |
| Madison Asset Management, LLC | 2,126 | $616.7K | 0.01% | −564−21.0% | Reduced |
| South State Corp. | 2,127 | $617.0K | 0.03% | +4+0.2% | Added |
| Cornell Pochily Investment Advisors, Inc. | 2,131 | $618.2K | 0.18% | +485+29.5% | Added |
| Sax Wealth Advisors, LLC | 2,133 | $618.6K | 0.03% | −24−1.1% | Reduced |
| MLG Wealth Management DBA Pine Grove Financial Group | 2,146 | $622.5K | 0.08% | +2,146 | New |
| Cigna Investments Inc | 2,161 | $627.0K | 0.09% | −61−2.7% | Reduced |
| Leavell Investment Management, Inc. | 2,172 | $629.9K | 0.03% | −20−0.9% | Reduced |
| City State Bank | 2,186 | $634.1K | 0.17% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 2,194 | $636.4K | 0.01% | +31+1.4% | Added |
| OpenArc Corporate Advisory, LLC | 2,198 | $637.6K | 0.01% | +2,198 | New |
| Larson Financial Group LLC | 2,207 | $640.0K | 0.02% | −199−8.3% | Reduced |
| Fideuram Asset Management (Ireland) dac | 2,507 | $641.4K | 0.05% | +2,507 | New |
| Aprio Wealth Management, LLC | 2,212 | $641.7K | 0.04% | +663+42.8% | Added |
| Green Square Capital Advisors LLC | 2,217 | $643.1K | 0.07% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 2,222 | $644.4K | 0.54% | +187+9.2% | Added |
| Whi Trust Co LLC | 2,222 | $644.5K | 0.50% | +2,222 | New |
| Henrickson Nauta Wealth Advisors, Inc. | 2,272 | $647.9K | 0.10% | +834+58.0% | Added |
| Weik Capital Management | 2,235 | $648.3K | 0.24% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 2,245 | $651.2K | 0.04% | −215−8.7% | Reduced |
| Sky Investment Group LLC | 2,258 | $655.0K | 0.11% | −33−1.4% | Reduced |
| Brown Brothers Harriman & Co | 2,263 | $656.4K | 0.00% | +346+18.0% | Added |
| Stegent Equity Advisors, Inc. | 2,267 | $657.6K | 0.51% | +29+1.3% | Added |
| Fisher Asset Management, LLC | 2,266 | $657.6K | 0.00% | +54+2.4% | Added |
| Kestra Investment Management, LLC | 2,292 | $664.8K | 0.02% | +99+4.5% | Added |
| Robinswood Financial LLC | 2,294 | $665.4K | 0.21% | +2,294 | New |
| Evergreen Capital Management LLC | 2,296 | $666.1K | 0.01% | +352+18.1% | Added |
| LMCG Investments, LLC | 2,315 | $671.5K | 0.04% | −17−0.7% | Reduced |
| Foundation Resource Management Inc | 2,315 | $671.5K | 0.09% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 2,325 | $674.5K | 0.01% | −102−4.2% | Reduced |
| WJ Financial Advisors LLC | 2,326 | $674.7K | 0.60% | −23−1.0% | Reduced |
| Evolve Private Wealth, LLC | 2,329 | $675.5K | 0.04% | +2,329 | New |
| Heritage Wealth Management, Inc. | 2,330 | $675.8K | 0.19% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 2,339 | $678.6K | 0.45% | −10.0% | Reduced |
| Salvus Wealth Management, LLC | 2,341 | $679.0K | 0.38% | +15+0.6% | Added |
| Harbour Capital Advisors, LLC | 2,391 | $681.9K | 0.14% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 2,357 | $683.7K | 0.09% | +534+29.3% | Added |
| Quantitative Investment Management, LLC | 2,362 | $685.0K | 0.07% | −1,087−31.5% | Reduced |
| Jeppson Wealth Management, LLC | 2,370 | $687.4K | 0.22% | 00.0% | Unchanged |
| Rexford Capital Inc | 2,379 | $690.1K | 0.52% | −3−0.1% | Reduced |
| Baron Wealth Management LLC | 2,388 | $692.6K | 0.21% | +4+0.2% | Added |
| Journey Advisory Group, LLC | 2,395 | $694.7K | 0.06% | −100−4.0% | Reduced |
| Financial Engines Advisors L.L.C. | 2,399 | $695.9K | 0.00% | +140+6.2% | Added |
| Northcape Wealth Management, LLC | 2,400 | $696.1K | 0.20% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 2,403 | $696.9K | 0.08% | +239+11.0% | Added |
| Essex Savings Bank | 2,406 | $697.9K | 0.15% | −53−2.2% | Reduced |
| Alhambra Investment Partners LLC | 2,420 | $701.9K | 0.33% | +20+0.8% | Added |
| Modera Wealth Management, LLC | 2,428 | $704.3K | 0.01% | −20−0.8% | Reduced |
| Crestwood Advisors Group LLC | 2,432 | $705.5K | 0.01% | +515+26.9% | Added |
| Summit Financial, LLC | 2,444 | $709.0K | 0.01% | −148−5.7% | Reduced |
| Insigneo Advisory Services, LLC | 2,445 | $709.2K | 0.05% | +25+1.0% | Added |
| Berger Financial Group, Inc | 2,457 | $712.6K | 0.04% | −635−20.5% | Reduced |
| Evoke Wealth, LLC | 2,468 | $715.9K | 0.01% | +15+0.6% | Added |
| Abacus Wealth Partners, LLC | 2,469 | $716.2K | 0.07% | +2,469 | New |
| Franklin Street Advisors Inc | 2,479 | $719.1K | 0.04% | 00.0% | Unchanged |
| Mendel Money Management | 2,482 | $719.9K | 0.30% | −260−9.5% | Reduced |
| Boston Trust Walden Corp | 2,486 | $721.1K | 0.01% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 2,497 | $724.3K | 0.19% | +171+7.4% | Added |
| Bank of New Hampshire | 2,503 | $726.0K | 0.16% | −145−5.5% | Reduced |
| Silvercrest Asset Management Group LLC | 2,504 | $726.4K | 0.00% | −512−17.0% | Reduced |
| Beacon Investment Advisors LLC | 2,507 | $727.3K | 0.29% | 00.0% | Unchanged |
| Wedbush Securities Inc | 2,525 | $732.0K | 0.02% | +368+17.1% | Added |
| Trust Asset Management LLC | 2,524 | $732.1K | 0.05% | −95−3.6% | Reduced |