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; 1,868 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
- 1,779
- +139 vs. Q3 2025
- Shares held
- 185.4M
- +218.6K (+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
- 581 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 | 1,868 | $61.0B |
| Q1 2026 | 1,804 | $52.1B |
| Q4 2025 | 1,779 | $53.8B |
| Q3 2025 | 1,680 | $51.9B |
| Q2 2025 | 1,638 | $50.7B |
| Q1 2025 | 1,644 | $49.8B |
| Q4 2024 | 1,589 | $45.6B |
| Q3 2024 | 1,470 | $44.0B |
| Q2 2024 | 1,414 | $38.8B |
| Q1 2024 | 1,451 | $43.6B |
| Q4 2023 | 1,333 | $36.0B |
| Q3 2023 | 1,259 | $30.5B |
| Q2 2023 | 1,287 | $32.5B |
| Q1 2023 | 1,269 | $32.3B |
| Q4 2022 | 1,303 | $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 |
|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | 2,399 | $695.9K | 0.00% | +140+6.2% | Added |
| Journey Advisory Group, LLC | 2,395 | $694.7K | 0.06% | −100−4.0% | Reduced |
| Baron Wealth Management LLC | 2,388 | $692.6K | 0.21% | +4+0.2% | Added |
| Rexford Capital Inc | 2,379 | $690.1K | 0.52% | −3−0.1% | Reduced |
| Jeppson Wealth Management, LLC | 2,370 | $687.4K | 0.22% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 2,362 | $685.0K | 0.07% | −1,087−31.5% | Reduced |
| Premier Path Wealth Partners, LLC | 2,357 | $683.7K | 0.09% | +534+29.3% | Added |
| Harbour Capital Advisors, LLC | 2,391 | $681.9K | 0.14% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 2,341 | $679.0K | 0.38% | +15+0.6% | Added |
| 1620 Investment Advisors, Inc. | 2,339 | $678.6K | 0.45% | −10.0% | Reduced |
| Heritage Wealth Management, Inc. | 2,330 | $675.8K | 0.19% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 2,329 | $675.5K | 0.04% | +2,329 | New |
| WJ Financial Advisors LLC | 2,326 | $674.7K | 0.60% | −23−1.0% | Reduced |
| Stratos Wealth Partners, LTD. | 2,325 | $674.5K | 0.01% | −102−4.2% | Reduced |
| 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 |
| Evergreen Capital Management LLC | 2,296 | $666.1K | 0.01% | +352+18.1% | Added |
| Robinswood Financial LLC | 2,294 | $665.4K | 0.21% | +2,294 | New |
| Kestra Investment Management, LLC | 2,292 | $664.8K | 0.02% | +99+4.5% | Added |
| Fisher Asset Management, LLC | 2,266 | $657.6K | 0.00% | +54+2.4% | Added |
| Stegent Equity Advisors, Inc. | 2,267 | $657.6K | 0.51% | +29+1.3% | Added |
| Brown Brothers Harriman & Co | 2,263 | $656.4K | 0.00% | +346+18.0% | Added |
| Sky Investment Group LLC | 2,258 | $655.0K | 0.11% | −33−1.4% | Reduced |
| Sound View Wealth Advisors Group, LLC | 2,245 | $651.2K | 0.04% | −215−8.7% | Reduced |
| Weik Capital Management | 2,235 | $648.3K | 0.24% | 00.0% | Unchanged |
| Henrickson Nauta Wealth Advisors, Inc. | 2,272 | $647.9K | 0.10% | +834+58.0% | Added |
| Whi Trust Co LLC | 2,222 | $644.5K | 0.50% | +2,222 | New |
| Eagle Harbor Asset Management Inc | 2,222 | $644.4K | 0.54% | +187+9.2% | Added |
| Green Square Capital Advisors LLC | 2,217 | $643.1K | 0.07% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 2,212 | $641.7K | 0.04% | +663+42.8% | Added |
| Fideuram Asset Management (Ireland) dac | 2,507 | $641.4K | 0.05% | +2,507 | New |
| Larson Financial Group LLC | 2,207 | $640.0K | 0.02% | −199−8.3% | Reduced |
| OpenArc Corporate Advisory, LLC | 2,198 | $637.6K | 0.01% | +2,198 | New |
| Williams Jones Wealth Management, LLC. | 2,194 | $636.4K | 0.01% | +31+1.4% | Added |
| City State Bank | 2,186 | $634.1K | 0.17% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 2,172 | $629.9K | 0.03% | −20−0.9% | Reduced |
| Cigna Investments Inc | 2,161 | $627.0K | 0.09% | −61−2.7% | Reduced |
| MLG Wealth Management DBA Pine Grove Financial Group | 2,146 | $622.5K | 0.08% | +2,146 | New |
| Sax Wealth Advisors, LLC | 2,133 | $618.6K | 0.03% | −24−1.1% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 2,131 | $618.2K | 0.18% | +485+29.5% | Added |
| South State Corp. | 2,127 | $617.0K | 0.03% | +4+0.2% | Added |
| Madison Asset Management, LLC | 2,126 | $616.7K | 0.01% | −564−21.0% | Reduced |
| Keystone Financial Group | 2,125 | $616.4K | 0.05% | +14+0.7% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 2,111 | $612.3K | 0.03% | +2,111 | New |
| Appleton Partners Inc | 2,107 | $611.0K | 0.04% | +425+25.3% | Added |
| Bridgewater Advisors Inc. | 2,253 | $609.9K | 0.04% | +25+1.1% | Added |
| Ledyard National Bank | 2,097 | $608.3K | 0.05% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 2,088 | $605.7K | 0.05% | −360−14.7% | Reduced |
| Moneta Group Investment Advisors LLC | 2,086 | $605.2K | 0.00% | +201+10.7% | Added |
| Lifeworks Advisors, LLC | 2,080 | $603.3K | 0.08% | +20+1.0% | Added |
| West Family Investments, Inc. | 2,079 | $603.0K | 0.14% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 2,068 | $599.8K | 0.02% | −90−4.2% | Reduced |
| Moody Lynn & Lieberson, LLC | 2,062 | $598.1K | 0.03% | +10.0% | Added |
| Aureus Asset Management, LLC | 2,058 | $596.9K | 0.04% | −530−20.5% | Reduced |
| Diligent Investors, LLC | 2,056 | $596.4K | 0.15% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 2,094 | $595.8K | 0.10% | +8+0.4% | Added |
| International Assets Investment Management, LLC | 2,050 | $594.7K | 0.04% | −74−3.5% | Reduced |
| Mutual Advisors, LLC | 2,049 | $594.4K | 0.01% | +58+2.9% | Added |
| Avantax Planning Partners, Inc. | 2,039 | $591.4K | 0.02% | −125−5.8% | Reduced |
| SHP Wealth Management | 2,037 | $591.2K | 0.05% | +2,037 | New |
| United Community Bank | 2,028 | $588.2K | 0.22% | −240−10.6% | Reduced |
| Bearing Point Capital, LLC | 2,019 | $585.6K | 0.09% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 2,015 | $584.5K | 0.28% | 00.0% | Unchanged |
| Parr McKnight Wealth Management Group, LLC | 2,013 | $583.9K | 0.08% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,012 | $583.4K | 0.02% | −222−9.9% | Reduced |
| Defined Wealth Management, LLC | 2,009 | $582.7K | 0.34% | +5+0.2% | Added |
| Patrick M Sweeney & Associates, Inc | 2,001 | $580.4K | 0.36% | −14−0.7% | Reduced |
| Adviser Investments LLC | 2,001 | $580.4K | 0.01% | +557+38.6% | Added |
| Finward Bancorp | 2,000 | $580.1K | 0.45% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,996 | $579.0K | 0.02% | −56−2.7% | Reduced |
| Parkside Financial Bank & Trust | 1,994 | $578.4K | 0.04% | +44+2.3% | Added |
| Farmers Trust Co | 1,984 | $575.5K | 0.09% | 00.0% | Unchanged |
| United Capital Management of KS, Inc. | 1,983 | $575.2K | 0.08% | −46−2.3% | Reduced |
| 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 |
| Journey Strategic Wealth LLC | 1,976 | $573.2K | 0.02% | +4+0.2% | Added |
| PDS Planning, Inc | 1,973 | $572.3K | 0.04% | +11+0.6% | Added |
| Brown Wealth Management, LLC | 1,960 | $568.5K | 0.15% | +7+0.4% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 2,083 | $561.6K | 0.13% | +2,083 | New |
| Sageworth Trust Co of South Dakota | 1,934 | $561.0K | 0.46% | −374−16.2% | Reduced |
| Marco Investment Management LLC | 1,931 | $560.1K | 0.04% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 1,921 | $557.3K | 0.11% | +171+9.8% | Added |
| Spinnaker Trust | 1,905 | $552.6K | 0.03% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 1,900 | $551.1K | 0.07% | 00.0% | Unchanged |
| LSV Asset Management | 1,900 | $551.0K | 0.00% | 00.0% | Unchanged |
| Ponta Wealth Partners, LLC | 1,899 | $550.8K | 0.51% | +1,899 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,893 | $549.0K | 0.07% | −14−0.7% | Reduced |
| Peak Asset Management, LLC | 1,869 | $542.1K | 0.09% | 00.0% | Unchanged |
| 4WEALTH Advisors, Inc. | 1,868 | $541.8K | 0.47% | +46+2.5% | Added |
| Chicago Partners Investment Group LLC | 1,949 | $541.2K | 0.01% | +36+1.9% | Added |
| Bank of Hawaii | 1,863 | $540.4K | 0.03% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 1,862 | $540.1K | 0.06% | −4−0.2% | Reduced |
| Cahaba Wealth Management, Inc. | 1,859 | $539.3K | 0.04% | +5+0.3% | Added |
| Thomasville National Bank | 1,841 | $534.0K | 0.03% | −29−1.6% | Reduced |
| Employees Retirement System of Texas | 1,836 | $533.0K | 0.00% | 00.0% | Unchanged |
| Indivisible Partners | 1,833 | $531.6K | 0.06% | +1,833 | New |
| Axxcess Wealth Management, LLC | 1,820 | $528.0K | 0.01% | −419−18.7% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 1,818 | $527.3K | 0.03% | +3+0.2% | Added |
| Pin Oak Investment Advisors Inc | 1,745 | $526.0K | 0.37% | −271−13.4% | Reduced |
| Savvy Advisors, Inc. | 1,811 | $525.4K | 0.02% | +149+9.0% | Added |