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 |
|---|---|---|---|---|---|
| Keebeck Alpha, LP | 811 | $235.2K | 0.63% | +811 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 808 | $234.4K | 0.08% | −11−1.3% | Reduced |
| Briggs Wealth Management, Inc | 807 | $234.1K | 0.25% | +807 | New |
| MRP Capital Investments, LLC | 805 | $233.5K | 0.20% | −5−0.6% | Reduced |
| ORG Partners LLC | 804 | $233.2K | 0.04% | +13+1.6% | Added |
| Revolve Wealth Partners, LLC | 802 | $232.7K | 0.03% | −6−0.7% | Reduced |
| Torrey Growth & Income Advisors | 800 | $232.0K | 0.08% | −153−16.1% | Reduced |
| Security National Bank of So Dak | 800 | $232.0K | 0.11% | 00.0% | Unchanged |
| Logan Capital Management Inc | 800 | $232.0K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 800 | $232.0K | 0.17% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 800 | $232.0K | 0.03% | +23+3.0% | Added |
| Linscomb & Williams, Inc. | 800 | $232.0K | 0.01% | −4−0.5% | Reduced |
| Jefferies Financial Group Inc. | 796 | $230.9K | 0.00% | −23,203−96.7% | Reduced |
| Mayflower Financial Advisors, LLC | 796 | $230.9K | 0.03% | +11+1.4% | Added |
| Salem Investment Counselors Inc | 794 | $230.3K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 794 | $230.3K | 0.09% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 794 | $230.2K | 0.05% | +794 | New |
| Wayfinding Financial, LLC | 795 | $230.0K | 0.10% | +8+1.0% | Added |
| Pflug Koory, LLC | 792 | $229.7K | 0.11% | 00.0% | Unchanged |
| Asset Allocation & Management Company, LLC | 790 | $229.0K | 0.09% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 787 | $228.3K | 0.10% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 783 | $227.2K | 0.08% | −24−3.0% | Reduced |
| First Financial Bank - Trust Division | 781 | $226.5K | 0.02% | −33−4.1% | Reduced |
| Castle Rock Wealth Management, LLC | 784 | $226.3K | 0.05% | −7−0.9% | Reduced |
| Bell Bank | 780 | $226.2K | 0.01% | 00.0% | Unchanged |
| Payne Capital Management, LLC | 778 | $225.7K | 0.07% | 00.0% | Unchanged |
| AIMZ Investment Advisors, LLC | 778 | $225.6K | 0.06% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 776 | $225.1K | 0.04% | 00.0% | Unchanged |
| Emerald Advisors, LLC | 775 | $224.7K | 0.03% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 773 | $224.2K | 0.03% | −177−18.6% | Reduced |
| Exchange Bank | 773 | $224.2K | 0.16% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 771 | $224.0K | 0.00% | −17,649−95.8% | Reduced |
| SCS Capital Management LLC | 764 | $221.6K | 0.00% | +764 | New |
| Norden Group LLC | 763 | $221.5K | 0.02% | +763 | New |
| JGP Wealth Management, LLC | 763 | $221.3K | 0.02% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 763 | $221.3K | 0.07% | +763 | New |
| Signature Wealth Management Partners, LLC | 763 | $221.3K | 0.11% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 761 | $220.8K | 0.03% | −6−0.8% | Reduced |
| FSM Wealth Advisors, LLC | 758 | $219.8K | 0.03% | +758 | New |
| Courage Miller Partners, LLC | 755 | $219.0K | 0.07% | 00.0% | Unchanged |
| GenTrust, LLC | 755 | $219.0K | 0.01% | +755 | New |
| Vicus Capital | 753 | $218.5K | 0.02% | −2−0.3% | Reduced |
| IVC Wealth Advisors LLC | 751 | $217.8K | 0.09% | −2−0.3% | Reduced |
| BankPlus Trust Department | 750 | $217.5K | 0.06% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 749 | $217.3K | 0.13% | −5−0.7% | Reduced |
| Kure Advisory, LLC | 749 | $217.3K | 0.12% | +749 | New |
| Howard Financial Services, Ltd. | 748 | $217.0K | 0.03% | +748 | New |
| Cornerstone Advisors Asset Management, LLC | 746 | $216.4K | 0.04% | +746 | New |
| Silverlake Wealth Management LLC | 745 | $216.1K | 0.05% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 744 | $215.8K | 0.05% | +2+0.3% | Added |
| Allegheny Financial Group LTD | 742 | $215.4K | 0.03% | +2+0.3% | Added |
| DB&C Advisors, LLC | 740 | $214.5K | 0.27% | +740 | New |
| Tranquility Partners, LLC | 734 | $212.9K | 0.08% | 00.0% | Unchanged |
| Maimon Wealth Management Ltd. | 734 | $212.9K | 0.20% | +734 | New |
| MTM Investment Management, LLC | 732 | $212.3K | 0.07% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 730 | $211.7K | 0.02% | +200+37.7% | Added |
| Douglas Lane & Associates, LLC | 728 | $211.0K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 727 | $210.9K | 0.00% | −39−5.1% | Reduced |
| Constant Guidance Financial LLC | 725 | $210.3K | 0.15% | −240−24.9% | Reduced |
| WealthTrust Axiom LLC | 724 | $210.1K | 0.05% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 724 | $210.0K | 0.05% | −387−34.8% | Reduced |
| Alteri Wealth LLC | 723 | $209.6K | 0.07% | −1−0.1% | Reduced |
| Valley National Advisers Inc | 723 | $209.0K | 0.03% | −108−13.0% | Reduced |
| Win Advisors, Inc | 717 | $208.0K | 0.09% | +717 | New |
| Cyndeo Wealth Partners, LLC | 715 | $207.3K | 0.01% | +715 | New |
| Peoples Bank | 712 | $206.5K | 0.13% | +712 | New |
| Sandhill Capital Partners LLC | 710 | $206.1K | 0.01% | +710 | New |
| Generali Investments, Management Co LLC | 710 | $205.9K | 0.04% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 708 | $205.4K | 0.02% | +708 | New |
| Curated Wealth Partners LLC | 706 | $204.8K | 0.02% | +706 | New |
| CMG Global Holdings, LLC | 692 | $204.3K | 0.09% | +692 | New |
| Sutton Place Investors LLC | 704 | $204.2K | 0.11% | +704 | New |
| Diversify Wealth Management, LLC | 751 | $203.7K | 0.01% | +751 | New |
| MBL Wealth, LLC | 701 | $203.3K | 0.02% | +701 | New |
| Ipswich Investment Management Co., Inc. | 701 | $203.3K | 0.05% | +701 | New |
| Bensler, LLC | 700 | $203.2K | 0.02% | +700 | New |
| Salzhauer Michael | 700 | $203.0K | 0.09% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 700 | $203.0K | 0.05% | +700 | New |
| Pine Haven Investment Counsel, Inc | 700 | $203.0K | 0.14% | +700 | New |
| Members Wealth LLC | 720 | $202.8K | 0.13% | +720 | New |
| Rodgers Brothers Inc. | 699 | $202.8K | 0.02% | +699 | New |
| Allen Capital Group, LLC | 699 | $202.8K | 0.02% | +699 | New |
| First Foundation Advisors | 698 | $202.5K | 0.01% | +698 | New |
| Trust Co of Virginia | 696 | $201.9K | 0.02% | +696 | New |
| Grove Bank & Trust | 695 | $201.6K | 0.02% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 694 | $201.4K | 0.01% | +694 | New |
| Howard Capital Management Group, LLC | 692 | $200.7K | 0.01% | +692 | New |
| First Interstate Bank | 691 | $200.4K | 0.01% | +691 | New |
| Kera Capital Partners, Inc. | 704 | $200.3K | 0.02% | −488−40.9% | Reduced |
| Investors Research Corp | 686 | $199.0K | 0.04% | −105−13.3% | Reduced |
| Fairscale Capital, LLC | 679 | $197.0K | 0.13% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 700 | $196.9K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 671 | $194.6K | 0.05% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 660 | $191.4K | 0.02% | +1+0.2% | Added |
| Onefund, LLC | 656 | $190.3K | 0.11% | +37+6.0% | Added |
| Acumen Wealth Advisors, LLC | 652 | $189.1K | 0.05% | +652 | New |
| Jackson, Grant Investment Advisers, Inc. | 651 | $188.9K | 0.06% | +29+4.7% | Added |
| Cromwell Holdings LLC | 631 | $183.0K | 0.10% | 00.0% | Unchanged |
| Adirondack Trust Co | 630 | $182.7K | 0.06% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 628 | $182.2K | 0.10% | 00.0% | Unchanged |