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 |
|---|---|---|---|---|---|
| United Advisor Group, LLC | 973 | $282.2K | 0.04% | +8+0.8% | Added |
| RFG Advisory, LLC | 972 | $282.1K | 0.01% | +4+0.4% | Added |
| J. Safra Sarasin Holding AG | 972 | $281.9K | 0.00% | +972 | New |
| Root Financial Partners, LLC | 972 | $281.9K | 0.01% | +142+17.1% | Added |
| Baxter Bros Inc | 971 | $281.7K | 0.03% | 00.0% | Unchanged |
| Ti-Trust, Inc | 970 | $281.4K | 0.17% | 00.0% | Unchanged |
| Cambient Family Office, LLC | 970 | $281.4K | 0.04% | +970 | New |
| Legacy Edge Advisors, LLC | 969 | $281.1K | 0.03% | −30−3.0% | Reduced |
| Canvas Wealth Advisors, LLC | 965 | $279.9K | 0.05% | −39−3.9% | Reduced |
| waypoint wealth counsel | 962 | $279.1K | 0.10% | −430−30.9% | Reduced |
| Gladstone Institutional Advisory LLC | 960 | $278.7K | 0.01% | −52−5.1% | Reduced |
| Kelly Financial Group LLC | 959 | $278.3K | 0.07% | −2−0.2% | Reduced |
| Voya Financial Advisors, Inc. | 952 | $277.9K | 0.03% | +100+11.7% | Added |
| Gerber Kawasaki Wealth & Investment Management | 956 | $277.3K | 0.01% | +22+2.4% | Added |
| United Asset Strategies, Inc. | 954 | $276.8K | 0.02% | +25+2.7% | Added |
| Edmp, Inc. | 945 | $274.1K | 0.23% | −123−11.5% | Reduced |
| Smith, Moore & Co. | 945 | $274.1K | 0.02% | 00.0% | Unchanged |
| Brendel Financial Advisors LLC | 944 | $273.8K | 0.13% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 943 | $273.7K | 0.01% | −7−0.7% | Reduced |
| McLean Asset Management Corp | 1,000 | $272.8K | 0.05% | −9−0.9% | Reduced |
| New Wave Wealth Advisors LLC | 936 | $271.5K | 0.10% | +45+5.1% | Added |
| FourThought Financial Partners, LLC | 936 | $271.5K | 0.02% | +106+12.8% | Added |
| Penn Davis McFarland Inc | 933 | $270.6K | 0.03% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 933 | $270.6K | 0.01% | +182+24.2% | Added |
| FORM Wealth Advisors, LLC | 930 | $269.8K | 0.03% | +930 | New |
| Xxi Wealth, LLC | 929 | $269.5K | 0.16% | +929 | New |
| BNC Wealth Management, LLC | 923 | $267.8K | 0.07% | +1+0.1% | Added |
| New Hampshire Trust | 922 | $267.4K | 0.05% | −464−33.5% | Reduced |
| Ashton Thomas Securities, LLC | 917 | $266.0K | 0.05% | 00.0% | Unchanged |
| MASTERINVEST Kapitalanlage GmbH | 906 | $264.9K | 0.03% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 913 | $264.7K | 0.02% | +180+24.6% | Added |
| Highland Capital Management, LLC | 912 | $264.5K | 0.01% | −3−0.3% | Reduced |
| Elgethun Capital Management | 910 | $264.1K | 0.05% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 910 | $264.0K | 0.02% | −126−12.2% | Reduced |
| Madrona Financial Services, LLC | 910 | $264.0K | 0.06% | 00.0% | Unchanged |
| Narus Financial Partners, LLC | 910 | $264.0K | 0.07% | 00.0% | Unchanged |
| Investment Research Partners LLC | 909 | $263.7K | 0.11% | 00.0% | Unchanged |
| London & Capital Asset Management Ltd | 908 | $263.5K | 0.00% | +908 | New |
| Money Concepts Capital Corp | 908 | $263.4K | 0.01% | +908 | New |
| Abacus Planning Group, Inc. | 903 | $261.9K | 0.03% | −13−1.4% | Reduced |
| One Capital Management, LLC | 902 | $261.7K | 0.01% | +5+0.6% | Added |
| Blalock Williams, LLC | 902 | $261.6K | 0.21% | +149+19.8% | Added |
| Global Financial Private Client, LLC | 900 | $261.1K | 0.09% | +16+1.8% | Added |
| Westco Advisory Services Inc | 900 | $261.1K | 0.16% | +900 | New |
| Greenberg Financial Group | 900 | $261.1K | 0.11% | +900 | New |
| TD Waterhouse Canada Inc. | 899 | $260.8K | 0.00% | −1−0.1% | Reduced |
| Seven Mile Advisory | 896 | $260.0K | 0.04% | −198−18.1% | Reduced |
| Spears Abacus Advisors LLC | 896 | $259.9K | 0.00% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 894 | $259.3K | 0.04% | −45−4.8% | Reduced |
| Barnes Wealth Management Group, Inc | 893 | $259.0K | 0.14% | +94+11.8% | Added |
| Florida Financial Advisors, LLC | 886 | $257.7K | 0.07% | +25+2.9% | Added |
| Kaufman Rossin Wealth, LLC | 882 | $255.9K | 0.13% | 00.0% | Unchanged |
| Apella Capital, LLC | 882 | $255.8K | 0.01% | +48+5.8% | Added |
| McAdam, LLC | 881 | $255.5K | 0.01% | +63+7.7% | Added |
| Legacy Private Trust Co. | 880 | $255.3K | 0.02% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 880 | $255.2K | 0.07% | +6+0.7% | Added |
| Fiduciary Alliance LLC | 880 | $255.2K | 0.02% | +2+0.2% | Added |
| Spirepoint Private Client, LLC | 878 | $254.7K | 0.02% | +55+6.7% | Added |
| American Trust | 878 | $254.7K | 0.02% | +81+10.2% | Added |
| Altfest L J & Co Inc | 878 | $254.6K | 0.03% | +1+0.1% | Added |
| Exencial Wealth Advisors, LLC | 876 | $254.1K | 0.01% | −5−0.6% | Reduced |
| Naviter Wealth, LLC | 876 | $254.1K | 0.03% | −86−8.9% | Reduced |
| Angeles Wealth Management, LLC | 872 | $252.9K | 0.01% | +872 | New |
| Valtinson Bruner Financial Planning LLC | 869 | $252.1K | 0.07% | 00.0% | Unchanged |
| Optas, LLC | 869 | $252.1K | 0.04% | +65+8.1% | Added |
| Westmount Partners, LLC | 868 | $251.7K | 0.06% | +868 | New |
| Intrua Financial, LLC | 864 | $250.6K | 0.03% | 00.0% | Unchanged |
| PharVision Advisers, LLC | 864 | $250.6K | 0.13% | +864 | New |
| Pinnacle Wealth Planning Services, Inc. | 863 | $250.3K | 0.03% | −12−1.4% | Reduced |
| Rockland Trust Co | 859 | $249.2K | 0.01% | −906−51.3% | Reduced |
| Fiera Capital Corp | 857 | $248.6K | 0.00% | +1+0.1% | Added |
| Texas Yale Capital Corp. | 856 | $248.3K | 0.01% | +856 | New |
| Hudson Value Partners, LLC | 856 | $248.3K | 0.07% | +856 | New |
| Milestone Asset Management Group, LLC | 854 | $247.6K | 0.14% | +20+2.4% | Added |
| Ellevest, Inc. | 851 | $246.8K | 0.03% | −101−10.6% | Reduced |
| Berman McAleer LLC | 848 | $246.0K | 0.03% | 00.0% | Unchanged |
| Financial Advisory Corp | 844 | $245.0K | 0.07% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 843 | $244.5K | 0.05% | +12+1.4% | Added |
| Pettyjohn, Wood & White, Inc | 842 | $244.2K | 0.04% | +85+11.2% | Added |
| MEMBERS Trust Co | 842 | $244.2K | 0.01% | −16−1.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 841 | $243.9K | 0.00% | −2,988−78.0% | Reduced |
| Brian Low Financial Group, LLC | 840 | $243.7K | 0.17% | +840 | New |
| Sloy Dahl & Holst, LLC | 839 | $243.4K | 0.03% | 00.0% | Unchanged |
| 71 West Capital Partners | 839 | $243.4K | 0.01% | +839 | New |
| Central Valley Advisors, LLC | 838 | $242.9K | 0.07% | +2+0.2% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 836 | $242.5K | 0.35% | +46+5.8% | Added |
| D L Carlson Investment Group Inc | 833 | $241.6K | 0.04% | −13−1.5% | Reduced |
| Carr Financial Group Corp | 833 | $241.5K | 0.06% | +4+0.5% | Added |
| Ironwood Financial, llc | 860 | $241.2K | 0.04% | −51−5.6% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 826 | $239.6K | 0.10% | −12−1.4% | Reduced |
| Alta Advisers Ltd | 825 | $239.3K | 0.09% | −320−27.9% | Reduced |
| Founders Financial Alliance, LLC | 824 | $239.0K | 0.05% | −11−1.3% | Reduced |
| bLong Financial, LLC | 820 | $237.8K | 0.17% | −40−4.7% | Reduced |
| Advyzon Investment Management, LLC | 820 | $237.8K | 0.03% | +67+8.9% | Added |
| Winthrop Advisory Group LLC | 826 | $236.6K | 0.02% | +13+1.6% | Added |
| Cahill Financial Advisors Inc | 816 | $236.6K | 0.03% | +2+0.2% | Added |
| Diversified Enterprises, LLC | 815 | $236.5K | 0.01% | +815 | New |
| Penserra Capital Management LLC | 817 | $236.0K | 0.00% | +5+0.6% | Added |
| Walker Asset Management, LLC | 812 | $235.5K | 0.13% | 00.0% | Unchanged |
| Horizons Wealth Management | 812 | $235.5K | 0.16% | 00.0% | Unchanged |