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; 1,869 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 | 1,869 | $61.0B |
| Q1 2026 | 1,805 | $52.1B |
| Q4 2025 | 1,780 | $53.8B |
| Q3 2025 | 1,681 | $51.9B |
| Q2 2025 | 1,639 | $50.7B |
| Q1 2025 | 1,645 | $49.8B |
| Q4 2024 | 1,590 | $45.6B |
| Q3 2024 | 1,471 | $44.0B |
| Q2 2024 | 1,415 | $38.8B |
| Q1 2024 | 1,452 | $43.6B |
| Q4 2023 | 1,334 | $36.0B |
| Q3 2023 | 1,260 | $30.5B |
| Q2 2023 | 1,288 | $32.5B |
| Q1 2023 | 1,270 | $32.3B |
| Q4 2022 | 1,304 | $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 |
|---|---|---|---|---|---|
| Argent Trust Co | 16,823 | $4.88M | 0.17% | +616+3.8% | Added |
| Hallmark Capital Management Inc | 16,817 | $4.88M | 0.31% | +128+0.8% | Added |
| Capitolis Liquid Global Markets LLC | 16,798 | $4.87M | 0.03% | +16,798 | New |
| Brinker Capital Investments, LLC | 16,733 | $4.85M | 0.04% | +1,786+11.9% | Added |
| Nomura Holdings Inc | 16,729 | $4.85M | 0.01% | −11,115−39.9% | Reduced |
| Leuthold Group, LLC | 16,592 | $4.81M | 0.52% | +126+0.8% | Added |
| Mizuho Securities USA LLC | 16,242 | $4.76M | 0.08% | −155−0.9% | Reduced |
| Alps Advisors Inc | 16,302 | $4.73M | 0.03% | −33−0.2% | Reduced |
| Empire Financial Management Company, LLC | 16,285 | $4.72M | 1.03% | +70+0.4% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 16,281 | $4.72M | 0.20% | +1,298+8.7% | Added |
| Vestmark Advisory Solutions, Inc. | 16,147 | $4.68M | 0.06% | +3,816+30.9% | Added |
| Applied Capital LLC | 16,094 | $4.67M | 3.20% | −20.0% | Reduced |
| Laird Norton Trust Company, LLC | 15,978 | $4.63M | 0.10% | +15,978 | New |
| Principle Wealth Partners LLC | 15,927 | $4.62M | 0.26% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 15,769 | $4.57M | 0.33% | −1,602−9.2% | Reduced |
| CAPROCK Group, Inc. | 15,578 | $4.52M | 0.10% | +180+1.2% | Added |
| Prospera Financial Services Inc | 15,564 | $4.52M | 0.07% | −153−1.0% | Reduced |
| Unison Advisors LLC | 15,568 | $4.52M | 0.39% | +63+0.4% | Added |
| Bokf, NA | 15,526 | $4.50M | 0.07% | −1,332−7.9% | Reduced |
| Lido Advisors, LLC | 15,840 | $4.50M | 0.02% | +1,145+7.8% | Added |
| IFP Advisors, Inc | 15,462 | $4.48M | 0.10% | +454+3.0% | Added |
| AIA Group Ltd | 15,376 | $4.46M | 0.07% | +9,025+142.1% | Added |
| Financial Advisory Service, Inc. | 15,362 | $4.46M | 0.29% | +863+6.0% | Added |
| Slow Capital, Inc. | 15,278 | $4.43M | 0.53% | +126+0.8% | Added |
| GLOBALT Investments LLC | 15,162 | $4.40M | 0.16% | −481−3.1% | Reduced |
| Blue Sparrow, LLC | 15,000 | $4.35M | 0.08% | +15,000 | New |
| Asset Dedication, LLC | 14,800 | $4.29M | 0.28% | +83+0.6% | Added |
| Baker Avenue Asset Management, LP | 14,798 | $4.29M | 0.10% | +226+1.6% | Added |
| Advisory Services Network, LLC | 14,656 | $4.25M | 0.06% | +537+3.8% | Added |
| ING Groep NV | 14,641 | $4.25M | 0.03% | −541−3.6% | Reduced |
| Liberty One Investment Management, LLC | 14,623 | $4.24M | 0.54% | −11,605−44.2% | Reduced |
| Edgestream Partners, L.P. | 14,588 | $4.23M | 0.12% | −1,161−7.4% | Reduced |
| Romano Brothers and Company | 14,585 | $4.23M | 0.48% | −310−2.1% | Reduced |
| Stance Capital LLC | 14,428 | $4.18M | 1.54% | +14,428 | New |
| Peregrine Asset Advisers, Inc. | 14,327 | $4.16M | 1.17% | −14,164−49.7% | Reduced |
| Kentucky Retirement Systems | 14,194 | $4.12M | 0.11% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 13,970 | $4.10M | 0.05% | −1,073−7.1% | Reduced |
| Wakefield Asset Management LLLP | 14,113 | $4.09M | 1.11% | −210−1.5% | Reduced |
| Kingsview Wealth Management, LLC | 14,039 | $4.07M | 0.06% | −90−0.6% | Reduced |
| Icon Wealth Advisors, LLC | 13,950 | $4.05M | 0.27% | +930+7.1% | Added |
| BKD Wealth Advisors, LLC | 13,908 | $4.03M | 0.08% | −416−2.9% | Reduced |
| Savant Capital, LLC | 13,866 | $4.02M | 0.02% | −441−3.1% | Reduced |
| Siemens Fonds Invest GmbH | 13,753 | $4.02M | 0.21% | −3,952−22.3% | Reduced |
| 1st Source Bank | 13,690 | $3.97M | 0.21% | −365−2.6% | Reduced |
| Tower Bridge Advisors | 13,541 | $3.93M | 0.40% | +80+0.6% | Added |
| Munich Reinsurance Co Stock Corp in Munich | 13,375 | $3.91M | 0.10% | +12,869+2,543.3% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 13,470 | $3.91M | 0.01% | +987+7.9% | Added |
| Rossmore Private Capital | 13,180 | $3.82M | 0.34% | −10−0.1% | Reduced |
| iA Global Asset Management Inc. | 13,155 | $3.82M | 0.05% | −401−3.0% | Reduced |
| Osborne Partners Capital Management, LLC | 13,150 | $3.81M | 0.20% | −172−1.3% | Reduced |
| Hartford Investment Management Co | 12,967 | $3.76M | 0.11% | −283−2.1% | Reduced |
| William B. Walkup & Associates, Inc. | 12,921 | $3.75M | 2.05% | −213−1.6% | Reduced |
| Hancock Whitney Corp | 12,912 | $3.75M | 0.07% | −35−0.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 12,855 | $3.73M | 0.07% | +114+0.9% | Added |
| Natixis | 12,787 | $3.71M | 0.01% | −39,910−75.7% | Reduced |
| Vise Technologies, Inc. | 12,782 | $3.71M | 0.07% | +6,180+93.6% | Added |
| SummitTX Capital, L.P. | 12,512 | $3.63M | 0.11% | +8,618+221.3% | Added |
| Acropolis Investment Management, LLC | 12,312 | $3.57M | 0.16% | −681−5.2% | Reduced |
| Argent Advisors, Inc. | 12,127 | $3.52M | 0.98% | +2,645+27.9% | Added |
| Ballentine Partners, LLC | 12,121 | $3.52M | 0.05% | −32−0.3% | Reduced |
| Bessemer Group Inc | 12,078 | $3.50M | 0.01% | +794+7.0% | Added |
| D.A. Davidson & Co. | 11,962 | $3.47M | 0.02% | −197−1.6% | Reduced |
| Diversified Trust Co | 11,907 | $3.45M | 0.06% | −10.0% | Reduced |
| Delta Financial Advisors LLC | 11,864 | $3.44M | 0.89% | −93−0.8% | Reduced |
| New Age Alpha Advisors, LLC | 11,862 | $3.44M | 0.15% | −1,461−11.0% | Reduced |
| Lincoln Capital LLC | 11,771 | $3.41M | 0.62% | −1,424−10.8% | Reduced |
| Erste Asset Management GmbH | 11,616 | $3.39M | 0.03% | −2,133−15.5% | Reduced |
| Garner Asset Management Corp | 11,612 | $3.37M | 1.29% | −1,055−8.3% | Reduced |
| Fulton Bank, N.A. | 11,588 | $3.36M | 0.12% | −215−1.8% | Reduced |
| Patton Albertson Miller Group, LLC | 11,476 | $3.33M | 0.39% | −993−8.0% | Reduced |
| Compass Wealth Management LLC | 11,444 | $3.32M | 0.83% | −180−1.5% | Reduced |
| Louisiana State Employees Retirement System | 11,400 | $3.31M | 0.06% | −400−3.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 11,340 | $3.29M | 0.11% | −369−3.2% | Reduced |
| Abn Amro Investment Solutions | 11,333 | $3.29M | 0.05% | +7,766+217.7% | Added |
| Burney Co | 11,309 | $3.28M | 0.10% | −19−0.2% | Reduced |
| Gulf International Bank (UK) Ltd | 11,291 | $3.27M | 0.11% | 00.0% | Unchanged |
| Third View Private Wealth, LLC | 11,217 | $3.25M | 0.44% | +11,217 | New |
| Maryland State Retirement & Pension System | 11,153 | $3.24M | 0.07% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 11,084 | $3.22M | 0.27% | −304−2.7% | Reduced |
| Two Sigma Advisers, LP | 11,040 | $3.20M | 0.01% | +11,040 | New |
| United Capital Financial Advisers, LLC | 10,947 | $3.18M | 0.02% | +1,023+10.3% | Added |
| Levin Capital Strategies, L.P. | 10,933 | $3.17M | 0.28% | +500+4.8% | Added |
| Toroso Investments, LLC | 10,895 | $3.16M | 0.01% | +1,982+22.2% | Added |
| Buckingham Strategic Partners | 10,888 | $3.16M | 0.04% | −2,745−20.1% | Reduced |
| GAMMA Investing LLC | 10,885 | $3.16M | 0.16% | +1,230+12.7% | Added |
| Voleon Capital Management LP | 10,782 | $3.13M | 0.07% | −2,305−17.6% | Reduced |
| Exeter Financial, LLC | 10,683 | $3.10M | 1.32% | +437+4.3% | Added |
| Peddock Capital Advisors, LLC | 10,631 | $3.08M | 0.65% | +48+0.5% | Added |
| Atlantic Union Bankshares Corp | 10,623 | $3.08M | 0.06% | −44−0.4% | Reduced |
| Academy Capital Management Inc | 10,617 | $3.08M | 0.41% | +5,117+93.0% | Added |
| Bleakley Financial Group, LLC | 10,580 | $3.07M | 0.05% | +10,580 | New |
| Evercore Wealth Management, LLC | 10,547 | $3.06M | 0.04% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 10,478 | $3.04M | 0.09% | +200+1.9% | Added |
| Metis Global Partners, LLC | 10,469 | $3.04M | 0.07% | −2,623−20.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 10,436 | $3.03M | 0.85% | −294−2.7% | Reduced |
| Eagle Rock Investment Company, LLC | 10,364 | $3.01M | 0.42% | −20.0% | Reduced |
| White Pine Capital LLC | 10,244 | $2.97M | 0.82% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 10,172 | $2.95M | 0.02% | +10,172 | New |
| Montag A & Associates Inc | 10,170 | $2.95M | 0.13% | +326+3.3% | Added |
| KKM Financial LLC | 10,099 | $2.93M | 0.52% | +10,099 | New |