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 |
|---|---|---|---|---|---|
| Ofi Invest Asset Management | 1,923 | $525.3K | 0.01% | +1,375+250.9% | Added |
| Total Wealth Planning & Management, Inc. | 1,809 | $524.7K | 0.42% | +1,809 | New |
| Clarius Group, LLC | 1,807 | $524.1K | 0.03% | −396−18.0% | 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 |
| Advisors Capital Management, LLC | 1,790 | $519.5K | 0.01% | −28−1.5% | Reduced |
| Personal Cfo Solutions, LLC | 1,790 | $519.1K | 0.08% | +56+3.2% | Added |
| Capital Performance Advisors LLP | 1,787 | $518.4K | 0.04% | +581+48.2% | Added |
| Segment Wealth Management, LLC | 1,784 | $517.5K | 0.03% | +210+13.3% | Added |
| MidFirst Bank | 1,782 | $516.9K | 0.04% | +1,782 | New |
| Drive Wealth Management, LLC | 1,774 | $514.6K | 0.10% | +23+1.3% | Added |
| Modern Wealth Management, LLC | 1,771 | $513.6K | 0.01% | +34+2.0% | Added |
| Hamel Associates, Inc. | 1,764 | $511.7K | 0.15% | +269+18.0% | Added |
| Valley Brook Capital Group | 1,759 | $510.2K | 0.34% | −159−8.3% | Reduced |
| Longfellow Investment Management Co LLC | 1,755 | $509.1K | 0.11% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 1,750 | $507.6K | 0.03% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 1,744 | $505.9K | 0.01% | −1−0.1% | Reduced |
| Beverly Hills Private Wealth, LLC | 1,737 | $503.9K | 0.09% | 00.0% | Unchanged |
| Sylvest Advisors, LLC | 1,735 | $503.3K | 0.27% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 1,729 | $501.5K | 0.01% | −3,917−69.4% | Reduced |
| VestGen Advisors, LLC | 1,729 | $501.4K | 0.02% | +58+3.5% | Added |
| Pavion Blue Capital, LLC | 1,724 | $500.1K | 0.21% | 00.0% | Unchanged |
| Sym Financial Corp | 1,723 | $499.8K | 0.05% | +12+0.7% | Added |
| Destination Wealth Management | 1,723 | $499.7K | 0.01% | −1−0.1% | Reduced |
| Waddell & Associates, LLC | 1,718 | $498.4K | 0.03% | +151+9.6% | Added |
| Opus Capital Group, LLC | 1,715 | $497.0K | 0.05% | −230−11.8% | Reduced |
| Busey Wealth Management | 1,706 | $494.8K | 0.01% | +43+2.6% | Added |
| Neville Rodie & Shaw Inc | 1,700 | $494.0K | 0.03% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 1,701 | $493.5K | 0.02% | −503−22.8% | Reduced |
| Invesco, LLC | 1,687 | $489.3K | 0.16% | −152−8.3% | Reduced |
| Centaurus Financial, Inc. | 1,683 | $488.0K | 0.02% | −14−0.8% | Reduced |
| Mountain Pacific Investment Advisers Inc | 1,670 | $484.4K | 0.08% | −50−2.9% | Reduced |
| AdvisorNet Financial, Inc | 1,665 | $483.0K | 0.03% | +182+12.3% | Added |
| Donaldson Capital Management, LLC | 1,664 | $482.6K | 0.02% | −183−9.9% | Reduced |
| Optimize Financial Inc | 1,660 | $481.5K | 0.24% | +20+1.2% | Added |
| Nixon Peabody Trust Co | 1,659 | $481.2K | 0.04% | 00.0% | Unchanged |
| Canandaigua National Trust Co of Florida | 1,646 | $477.4K | 0.30% | −2−0.1% | Reduced |
| Cynosure Management, LLC | 1,644 | $476.9K | 0.05% | +1,644 | New |
| SeaCrest Wealth Management, LLC | 1,674 | $473.9K | 0.05% | −139−7.7% | Reduced |
| Charter Trust Co | 1,627 | $471.9K | 0.03% | 00.0% | Unchanged |
| AGH Wealth Advisors, LLC | 1,623 | $470.8K | 0.35% | +3+0.2% | Added |
| Hudson Portfolio Management LLC | 1,617 | $469.0K | 0.40% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 1,606 | $465.8K | 0.04% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,601 | $464.0K | 0.02% | 00.0% | Unchanged |
| Fiduciary Group LLC | 1,596 | $462.9K | 0.04% | −37−2.3% | Reduced |
| Avestar Capital, LLC | 1,595 | $462.6K | 0.03% | +7+0.4% | Added |
| Legacy Financial Advisors, Inc. | 1,589 | $461.0K | 0.06% | −11−0.7% | Reduced |
| Oberweis Asset Management Inc | 1,581 | $458.6K | 0.02% | −89−5.3% | Reduced |
| Somerville Kurt F | 1,575 | $456.8K | 0.08% | 00.0% | Unchanged |
| Univest Financial Corp | 1,570 | $455.3K | 0.02% | +2+0.1% | Added |
| Veracity Capital LLC | 1,567 | $454.5K | 0.13% | +18+1.2% | Added |
| Burke & Herbert Bank & Trust Co | 1,562 | $453.1K | 0.13% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,552 | $450.2K | 0.05% | −189−10.9% | Reduced |
| Riversedge Advisors, LLC | 1,552 | $450.1K | 0.07% | +151+10.8% | Added |
| Quotient Wealth Partners, LLC | 1,549 | $449.3K | 0.01% | −105−6.3% | Reduced |
| G2 Capital Management, LLC | 1,544 | $447.9K | 0.11% | −5−0.3% | Reduced |
| Mesirow Financial Investment Management, Inc. | 1,537 | $445.9K | 0.01% | −879−36.4% | 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 |
| Tradewinds Capital Management, LLC | 1,532 | $444.4K | 0.09% | −683−30.8% | 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 |
| Glen Eagle Advisors, LLC | 1,530 | $443.9K | 0.06% | −340−18.2% | Reduced |
| Boston Family Office LLC | 1,525 | $442.0K | 0.03% | 00.0% | Unchanged |
| Patten & Patten Inc | 1,523 | $441.8K | 0.03% | +315+26.1% | Added |
| Global View Capital Management LLC | 1,523 | $441.8K | 0.08% | −38−2.4% | Reduced |
| Trueblood Wealth Management, LLC | 1,517 | $440.0K | 0.17% | +3+0.2% | Added |
| Transatlantique Private Wealth LLC | 1,510 | $438.0K | 0.14% | −79−5.0% | Reduced |
| Howland Capital Management LLC | 1,509 | $437.7K | 0.02% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 1,506 | $436.8K | 0.03% | +1,506 | New |
| Randolph Co Inc | 1,503 | $436.0K | 0.04% | 00.0% | Unchanged |
| First American Trust, FSB | 1,503 | $435.8K | 0.03% | −46−3.0% | Reduced |
| Cidel Asset Management Inc | 1,501 | $435.4K | 0.03% | −233−13.4% | Reduced |
| Everpar Advisors LLC | 1,498 | $434.5K | 0.16% | +330+28.3% | 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 |
| Cornerstone Wealth Management, LLC | 1,479 | $429.0K | 0.02% | +225+17.9% | Added |
| Robertson Stephens Wealth Management, LLC | 1,475 | $427.8K | 0.01% | +10+0.7% | Added |
| Howard Capital Management Inc. | 1,472 | $427.0K | 0.01% | +7+0.5% | Added |
| Welch Group, LLC | 1,467 | $425.5K | 0.02% | +17+1.2% | Added |
| Wealthcare Advisory Partners LLC | 1,458 | $422.9K | 0.01% | +160+12.3% | Added |
| MKT Advisors LLC | 1,459 | $419.8K | 0.14% | 00.0% | Unchanged |
| Belleair Asset Management, LLC | 1,447 | $419.7K | 0.40% | +1,447 | New |
| Dana Investment Advisors, Inc. | 1,446 | $419.4K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,445 | $419.1K | 0.05% | 00.0% | Unchanged |
| Inscription Capital, LLC | 1,444 | $418.8K | 0.04% | +1+0.1% | Added |
| Balboa Wealth Partners | 1,442 | $418.3K | 0.07% | −161−10.0% | Reduced |
| 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 |
| SmartHarvest Portfolios, LLC | 1,424 | $413.1K | 0.14% | +1,424 | New |
| 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 |
| Washington Trust Co | 1,419 | $411.7K | 0.01% | +550+63.3% | Added |
| D'Orazio & Associates, Inc. | 1,418 | $411.3K | 0.05% | +80+6.0% | Added |
| Nwam LLC | 1,422 | $410.6K | 0.02% | −297−17.3% | Reduced |
| ForthRight Wealth Management, LLC | 1,413 | $409.9K | 0.12% | 00.0% | Unchanged |
| Advisor OS, LLC | 1,410 | $408.9K | 0.03% | +1+0.1% | Added |
| Great Waters Wealth Management | 1,409 | $408.7K | 0.04% | +3+0.2% | Added |
| Wellington Shields & Co., LLC | 1,408 | $408.4K | 0.10% | −100−6.6% | Reduced |
| Mitchell Sinkler & Starr | 1,400 | $406.1K | 0.18% | 00.0% | Unchanged |