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 |
|---|---|---|---|---|---|
| Flagship Wealth Advisors, LLC | 1,154 | $334.7K | 0.10% | +14+1.2% | Added |
| Change Path, LLC | 1,153 | $334.5K | 0.01% | +436+60.8% | Added |
| Cape Ann Savings Bank | 1,150 | $333.6K | 0.17% | −400−25.8% | Reduced |
| Accurate Wealth Management, LLC | 1,182 | $333.4K | 0.04% | +35+3.1% | Added |
| Prosperity Consulting Group, LLC | 1,147 | $332.7K | 0.01% | +34+3.1% | Added |
| Caldwell Trust Co | 1,146 | $332.4K | 0.03% | −170−12.9% | Reduced |
| EagleClaw Capital Managment, LLC | 1,146 | $332.4K | 0.05% | 00.0% | Unchanged |
| Knightsbridge Asset Management, LLC | 1,143 | $331.6K | 0.05% | +14+1.2% | Added |
| Stratos Wealth Advisors, LLC | 1,138 | $330.3K | 0.02% | −155−12.0% | Reduced |
| Larry Mathis Financial Planning, LLC | 1,138 | $330.1K | 0.29% | +1,138 | New |
| Keystone Financial Group, Inc. | 1,133 | $328.8K | 0.17% | +2+0.2% | Added |
| Trust Point Inc. | 1,132 | $328.3K | 0.03% | −34−2.9% | Reduced |
| Advisors Asset Management, Inc. | 1,130 | $327.8K | 0.01% | −18−1.6% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 1,130 | $327.8K | 0.07% | +37+3.4% | Added |
| Valmark Advisers, Inc. | 1,128 | $327.2K | 0.00% | 00.0% | Unchanged |
| Sippican Capital Advisors | 1,125 | $326.3K | 0.21% | −11−1.0% | Reduced |
| Advisory Alpha, LLC | 1,122 | $325.5K | 0.01% | −67−5.6% | Reduced |
| Marino, Stram & Associates LLC | 1,121 | $325.2K | 0.06% | −214−16.0% | Reduced |
| Hamilton Capital Partners Inc. | 1,118 | $324.3K | 0.01% | −959−46.2% | Reduced |
| Parcion Private Wealth LLC | 1,113 | $322.8K | 0.02% | +73+7.0% | Added |
| Compass Capital Corp | 1,085 | $322.6K | 0.12% | +15+1.4% | Added |
| MFA Wealth Services | 1,110 | $322.0K | 0.22% | +4+0.4% | Added |
| L2 Asset Management, LLC | 1,110 | $322.0K | 0.04% | +66+6.3% | Added |
| Farmers & Merchants Investments Inc | 1,108 | $321.4K | 0.01% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 1,100 | $319.3K | 0.02% | +31+2.9% | Added |
| Abc Arbitrage SA | 1,098 | $318.5K | 0.03% | +1,098 | New |
| Centennial Bank | 1,091 | $316.5K | 0.13% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 1,087 | $315.3K | 0.01% | +49+4.7% | Added |
| Becker Capital Management Inc | 1,087 | $315.3K | 0.01% | +274+33.7% | Added |
| Five Oceans Advisors | 1,086 | $315.0K | 0.11% | −1−0.1% | Reduced |
| GWN Securities Inc. | 1,084 | $314.6K | 0.06% | +29+2.7% | Added |
| Sawgrass Asset Management LLC | 1,084 | $314.4K | 0.04% | 00.0% | Unchanged |
| TMB Capital Partners, LLC | 1,084 | $314.4K | 0.11% | +1,084 | New |
| Cornerstone Advisory, LLC | 1,082 | $314.0K | 0.03% | +11+1.0% | Added |
| Catalyst Funds Management Pty Ltd | 1,080 | $313.3K | 0.07% | −220−16.9% | Reduced |
| Crumly & Associates Inc. | 1,078 | $312.7K | 0.07% | +4+0.4% | Added |
| Cary Street Partner Investment Advisory LLC | 1,077 | $312.4K | 0.08% | +298+38.3% | Added |
| Breakwater Capital Group | 1,075 | $311.8K | 0.04% | −1−0.1% | Reduced |
| Magnus Financial Group LLC | 1,072 | $311.1K | 0.02% | +81+8.2% | Added |
| Key Financial Inc | 1,071 | $310.7K | 0.06% | 00.0% | Unchanged |
| Spectrum Planning & Advisory Services Inc. | 1,065 | $309.0K | 0.16% | +2+0.2% | Added |
| 3Chopt Investment Partners, LLC | 1,058 | $306.9K | 0.07% | +4+0.4% | Added |
| Trustmark National Bank Trust Department | 1,057 | $306.6K | 0.02% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 1,056 | $306.3K | 0.01% | +72+7.3% | Added |
| Tortoise Investment Management, LLC | 1,055 | $306.1K | 0.03% | +3+0.3% | Added |
| Ci Investments Inc. | 1,055 | $306.0K | 0.00% | −132−11.1% | Reduced |
| Winning Points Advisors, LLC | 1,056 | $306.0K | 0.35% | +1,056 | New |
| Prostatis Group LLC | 1,054 | $305.7K | 0.07% | −3,577−77.2% | Reduced |
| Portside Wealth Group, LLC | 1,051 | $304.9K | 0.04% | +84+8.7% | Added |
| C M Bidwell & Associates Ltd | 1,050 | $304.6K | 0.14% | +1,050 | New |
| Jackson Creek Investment Advisors LLC | 1,047 | $304.0K | 0.09% | −32−3.0% | Reduced |
| HCR Wealth Advisors | 1,047 | $303.7K | 0.03% | +24+2.3% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 1,043 | $302.5K | 0.01% | +10+1.0% | Added |
| Oversea-Chinese Banking CORP Ltd | 1,041 | $302.0K | 0.01% | 00.0% | Unchanged |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 1,040 | $301.7K | 0.00% | −2,660−71.9% | Reduced |
| Beacon Investment Advisory Services, Inc. | 1,038 | $301.1K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,034 | $299.9K | 0.05% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 1,033 | $299.6K | 0.09% | −62−5.7% | Reduced |
| Dunhill Financial, LLC | 1,032 | $299.3K | 0.07% | +3+0.3% | Added |
| New Republic Capital, LLC | 1,030 | $298.8K | 0.08% | +1,030 | New |
| CRA Financial Services, LLC | 1,030 | $298.8K | 0.04% | −121−10.5% | Reduced |
| Sage Mountain Advisors LLC | 1,029 | $298.5K | 0.02% | +1,029 | New |
| Farmers & Merchants Trust Co of Long Beach | 1,029 | $298.5K | 0.07% | −2,690−72.3% | Reduced |
| Manchester Capital Management LLC | 1,026 | $297.6K | 0.04% | +153+17.5% | Added |
| Golden State Equity Partners | 1,025 | $297.3K | 0.05% | −119−10.4% | Reduced |
| Vermillion Wealth Management, Inc. | 1,023 | $296.8K | 0.12% | +4+0.4% | Added |
| KFA Private Wealth Group, LLC | 1,022 | $296.6K | 0.07% | +2+0.2% | Added |
| Phillips Financial Management, LLC | 1,022 | $296.4K | 0.02% | −34−3.2% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,021 | $296.2K | 0.00% | +800+362.0% | Added |
| Crews Bank & Trust | 1,014 | $294.1K | 0.04% | −10−1.0% | Reduced |
| Vision Capital Management, Inc. | 1,013 | $293.9K | 0.04% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,012 | $293.6K | 0.01% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 1,011 | $293.3K | 0.06% | +1,011 | New |
| DiPaolo Financial Group, Inc. | 1,008 | $292.4K | 0.31% | +1,008 | New |
| Resonant Capital Advisors, LLC | 1,005 | $291.5K | 0.02% | −150−13.0% | Reduced |
| Marietta Wealth Management, LLC | 1,005 | $291.5K | 0.03% | 00.0% | Unchanged |
| Templeton & Phillips Capital Management, LLC | 1,005 | $291.5K | 0.19% | 00.0% | Unchanged |
| Next Capital Management LLC | 1,005 | $291.4K | 0.09% | +1+0.1% | Added |
| Quantum Financial Advisors, LLC | 1,003 | $290.9K | 0.03% | +2+0.2% | Added |
| Blume Capital Management, Inc. | 1,000 | $290.1K | 0.05% | −100−9.1% | Reduced |
| Charles Schwab Trust Co | 1,000 | $290.1K | 0.02% | −69−6.5% | Reduced |
| Legacy Trust | 1,000 | $290.1K | 0.05% | 00.0% | Unchanged |
| Red Wave Investments LLC | 1,000 | $290.1K | 0.09% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 1,000 | $290.1K | 0.02% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 1,000 | $290.1K | 0.01% | +2+0.2% | Added |
| CrossGen Wealth, LLC | 1,000 | $290.1K | 0.26% | +1,000 | New |
| Sageworth Trust Co | 998 | $289.5K | 0.01% | 00.0% | Unchanged |
| Bayban | 996 | $288.9K | 0.26% | +996 | New |
| Financial Council Asset Management Inc | 994 | $288.3K | 0.12% | 00.0% | Unchanged |
| Strong Tower Advisory Services | 993 | $288.0K | 0.05% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 992 | $287.7K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 991 | $287.4K | 0.03% | +29+3.0% | Added |
| Trilogy Capital Inc. | 986 | $286.1K | 0.01% | +986 | New |
| Sovereign Financial Group, Inc. | 986 | $286.0K | 0.05% | +18+1.9% | Added |
| NBC Securities, Inc. | 985 | $285.7K | 0.02% | −63−6.0% | Reduced |
| Global Strategic Investment Solutions, LLC | 985 | $285.7K | 0.03% | 00.0% | Unchanged |
| SFMG, LLC | 980 | $284.3K | 0.02% | +3+0.3% | Added |
| Wedgewood Investors Inc | 980 | $284.3K | 0.32% | −40−3.9% | Reduced |
| Wealthstar Advisors, LLC | 977 | $283.4K | 0.15% | −410−29.6% | Reduced |
| Meridian Wealth Management, LLC | 975 | $282.8K | 0.01% | +16+1.7% | Added |