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 |
|---|---|---|---|---|---|
| Woodmont Investment Counsel LLC | 1,397 | $405.2K | 0.03% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 1,394 | $404.4K | 0.06% | +118+9.2% | Added |
| McKinley Carter Wealth Services, Inc. | 1,393 | $404.2K | 0.02% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 1,390 | $403.2K | 0.06% | −1−0.1% | Reduced |
| Aspen Investment Management Inc | 1,388 | $403.0K | 0.12% | −18−1.3% | 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 |
| Tiemann Investment Advisors, LLC | 1,385 | $401.7K | 0.16% | −60−4.2% | Reduced |
| Strategic Financial Services, Inc, | 1,330 | $401.0K | 0.02% | −3−0.2% | Reduced |
| Plancorp, LLC | 1,380 | $400.3K | 0.01% | +12+0.9% | Added |
| Legal Advantage Investments, Inc. | 1,378 | $399.7K | 0.19% | −1−0.1% | Reduced |
| Retirement Planning Group | 1,371 | $397.7K | 0.01% | +2+0.1% | Added |
| Simmons Bank | 1,370 | $397.4K | 0.03% | −85−5.8% | Reduced |
| Atticus Wealth Management, LLC | 1,369 | $397.0K | 0.10% | +4+0.3% | Added |
| Rathbone Brothers plc | 1,366 | $396.2K | 0.00% | 00.0% | Unchanged |
| Twinbeech Capital LP | 1,365 | $395.9K | 0.03% | +1,365 | New |
| WealthPlan Investment Management, LLC | 1,354 | $392.6K | 0.03% | −41−2.9% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 1,352 | $392.2K | 0.03% | +313+30.1% | Added |
| Beaumont Financial Advisors, LLC | 1,350 | $391.7K | 0.03% | −3,568−72.5% | Reduced |
| Integrity Alliance, LLC. | 1,343 | $389.6K | 0.01% | +43+3.3% | Added |
| Covestor Ltd | 1,343 | $389.0K | 0.20% | +595+79.5% | Added |
| Windsor Capital Management, LLC | 1,339 | $388.5K | 0.11% | +15+1.1% | Added |
| NBT Bank N A | 1,335 | $387.2K | 0.03% | −1−0.1% | Reduced |
| Colonial Trust Co | 1,333 | $386.8K | 0.05% | −151−10.2% | Reduced |
| Expressive Wealth LLC | 1,331 | $386.1K | 0.42% | +1,331 | New |
| Csenge Advisory Group | 1,330 | $385.7K | 0.02% | −20−1.5% | Reduced |
| Renaissance Group LLC | 1,327 | $384.9K | 0.02% | +18+1.4% | Added |
| Core Alternative Capital | 1,321 | $383.2K | 0.11% | +63+5.0% | Added |
| Westpac Banking Corp | 1,319 | $382.6K | 0.02% | +188+16.6% | Added |
| Armis Advisers, LLC | 1,287 | $381.8K | 0.04% | +1,287 | New |
| Medallion Wealth Advisors, LLC | 1,311 | $380.4K | 0.13% | 00.0% | Unchanged |
| Monument Capital Management | 1,311 | $380.2K | 0.09% | +53+4.2% | Added |
| Oakworth Capital, Inc. | 1,307 | $379.1K | 0.02% | +694+113.2% | Added |
| Gsa Capital Partners LLP | 1,308 | $379.0K | 0.03% | +1,308 | New |
| Van Strum & Towne Inc. | 1,304 | $378.2K | 0.11% | 00.0% | Unchanged |
| Jackson Thornton Asset Management, LLC | 1,326 | $378.2K | 0.04% | +15+1.1% | 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 |
| Red Door Wealth Management, LLC | 1,293 | $375.0K | 0.04% | +2+0.2% | Added |
| Keel Point, LLC | 1,291 | $374.6K | 0.02% | +55+4.4% | Added |
| Live Oak Private Wealth LLC | 1,286 | $373.0K | 0.05% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 1,274 | $369.5K | 0.02% | −7−0.5% | Reduced |
| Boothbay Fund Management, LLC | 1,268 | $367.8K | 0.01% | +1,268 | New |
| Hilltop Holdings Inc. | 1,267 | $367.5K | 0.02% | −8,111−86.5% | Reduced |
| Wealth Architects, LLC | 1,266 | $367.1K | 0.03% | +13+1.0% | Added |
| Dearborn Partners LLC | 1,263 | $366.4K | 0.02% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,263 | $366.3K | 0.03% | −25−1.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 1,262 | $366.0K | 0.16% | +6+0.5% | Added |
| St Germain D J Co Inc | 1,261 | $365.8K | 0.01% | −80−6.0% | Reduced |
| Childress Capital Advisors, LLC | 1,259 | $365.1K | 0.06% | +22+1.8% | Added |
| Strategic Wealth Partners, Ltd. | 1,255 | $364.0K | 0.02% | +840+202.4% | Added |
| 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 |
| Plante Moran Financial Advisors, LLC | 1,251 | $362.9K | 0.02% | 00.0% | Unchanged |
| Advisortrust Partners, LLC | 1,250 | $362.6K | 0.16% | +1,250 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,248 | $362.0K | 0.01% | −334−21.1% | 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 |
| BLB&B Advisors, LLC | 1,241 | $360.0K | 0.02% | −73−5.6% | Reduced |
| Sagewood Asset Management LP | 1,237 | $358.8K | 0.13% | +1,237 | New |
| Santori & Peters | 1,236 | $358.6K | 0.12% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 1,236 | $358.5K | 0.13% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 1,236 | $358.5K | 0.12% | +52+4.4% | Added |
| Sage Rhino Capital LLC | 1,234 | $357.9K | 0.07% | 00.0% | Unchanged |
| NDVR, Inc. | 1,233 | $357.6K | 0.30% | −49−3.8% | Reduced |
| Wealth Effects LLC | 1,232 | $357.5K | 0.11% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 1,226 | $355.6K | 0.04% | 00.0% | Unchanged |
| 111 Capital | 1,223 | $354.7K | 0.08% | +36+3.0% | Added |
| Quent Capital, LLC | 1,218 | $353.4K | 0.03% | +29+2.4% | Added |
| Sunbelt Securities, Inc. | 1,212 | $351.6K | 0.02% | 00.0% | Unchanged |
| Ariston Services Group | 1,212 | $351.6K | 0.21% | 00.0% | Unchanged |
| Caitlin John, LLC | 1,209 | $350.7K | 0.23% | +1,209 | New |
| Diversify Advisory Services, LLC | 1,301 | $350.6K | 0.01% | +397+43.9% | Added |
| Greenup Street Wealth Management LLC | 1,207 | $350.0K | 0.05% | +2+0.2% | Added |
| QTR Family Wealth, LLC | 1,169 | $349.2K | 0.15% | −33−2.7% | Reduced |
| Nestegg Advisors, Inc. | 1,203 | $349.0K | 0.30% | 00.0% | Unchanged |
| Zacks Investment Management | 1,203 | $348.9K | 0.00% | +70+6.2% | Added |
| Frec Markets, Inc. | 1,202 | $348.7K | 0.10% | +1,202 | New |
| Means Investment Co., Inc. | 1,200 | $348.1K | 0.03% | 00.0% | Unchanged |
| Builder Investment Group Inc | 1,200 | $348.1K | 0.08% | 00.0% | Unchanged |
| Enhancing Capital LLC | 1,200 | $348.1K | 0.25% | 00.0% | Unchanged |
| Old Port Advisors | 1,200 | $348.1K | 0.09% | +5+0.4% | Added |
| Polymer Capital Management (US) LLC | 1,199 | $347.8K | 0.04% | −1,710−58.8% | Reduced |
| Fort Point Capital Partners LLC | 1,274 | $345.7K | 0.04% | +1,274 | New |
| Iams Wealth Management, LLC | 1,186 | $344.1K | 0.12% | +243+25.8% | Added |
| Ruggaard & Associates LLC | 1,185 | $343.7K | 0.14% | 00.0% | Unchanged |
| Bridgewealth Advisory Group, LLC | 1,185 | $343.7K | 0.08% | +3+0.3% | Added |
| Caitong International Asset Management Co., Ltd | 1,183 | $343.1K | 0.08% | +808+215.5% | Added |
| JFS Wealth Advisors, LLC | 1,180 | $342.3K | 0.02% | +59+5.3% | Added |
| Advisors Management Group Inc | 1,178 | $342.0K | 0.06% | −37−3.0% | Reduced |
| Slocum, Gordon & Co LLP | 1,175 | $340.8K | 0.25% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 1,195 | $340.8K | 0.13% | +2+0.2% | Added |
| Northwest Quadrant Wealth Management, LLC | 1,171 | $339.5K | 0.07% | +2+0.2% | Added |
| Willner & Heller, LLC | 1,169 | $339.1K | 0.24% | +4+0.3% | Added |
| Earnest Partners LLC | 1,166 | $338.2K | 0.00% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 1,164 | $337.6K | 0.04% | +4+0.3% | Added |
| Novem Group | 1,163 | $337.3K | 0.04% | −113−8.9% | Reduced |
| Wealthspan Partners, LLC | 1,161 | $336.8K | 0.12% | 00.0% | Unchanged |
| First Nebraska Trust Co | 1,155 | $335.0K | 0.03% | −15−1.3% | Reduced |