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 |
|---|---|---|---|---|---|
| WBH Advisory Inc | 6,758 | $1.96M | 0.15% | −154−2.2% | Reduced |
| Ostrum Asset Management | 6,674 | $1.94M | 0.09% | −2,213−24.9% | Reduced |
| Nicholas Hoffman & Company, LLC. | 6,674 | $1.94M | 0.04% | −142−2.1% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 6,666 | $1.93M | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 6,659 | $1.93M | 0.03% | −221−3.2% | Reduced |
| Inceptionr LLC | 6,654 | $1.93M | 0.54% | −151−2.2% | Reduced |
| Machina Capital S.A.S. | 6,649 | $1.93M | 0.37% | +6,649 | New |
| Muhlenkamp & Co Inc | 6,627 | $1.92M | 0.52% | 00.0% | Unchanged |
| DAGCO, Inc. | 6,529 | $1.89M | 0.44% | −23−0.4% | Reduced |
| Ballast, Inc. | 6,528 | $1.89M | 0.44% | −20−0.3% | Reduced |
| Quadrant Capital Group LLC | 6,517 | $1.89M | 0.06% | +39+0.6% | Added |
| Resources Management Corp | 6,483 | $1.88M | 0.24% | −10−0.2% | Reduced |
| IHT Wealth Management, LLC | 6,466 | $1.88M | 0.05% | +47+0.7% | Added |
| TD Private Client Wealth LLC | 6,414 | $1.86M | 0.04% | −48−0.7% | Reduced |
| Profund Advisors LLC | 6,370 | $1.85M | 0.06% | −651−9.3% | Reduced |
| Tevis Investment Management | 6,605 | $1.84M | 1.11% | 00.0% | Unchanged |
| LRI Investments, LLC | 6,331 | $1.84M | 0.15% | +70+1.1% | Added |
| Beacon Financial Group | 6,316 | $1.83M | 0.18% | −425−6.3% | Reduced |
| Global Retirement Partners, LLC | 6,312 | $1.83M | 0.03% | +4,550+258.2% | Added |
| PYA Waltman Capital, LLC | 6,296 | $1.83M | 0.49% | −37−0.6% | Reduced |
| HighPoint Advisor Group LLC | 6,292 | $1.83M | 0.04% | −218−3.3% | Reduced |
| SlateStone Wealth, LLC | 6,286 | $1.82M | 0.15% | +292+4.9% | Added |
| BSW Wealth Partners | 6,239 | $1.81M | 0.22% | −195−3.0% | Reduced |
| Arkadios Wealth Advisors | 6,221 | $1.80M | 0.04% | +1,907+44.2% | Added |
| Douglass Winthrop Advisors, LLC | 6,153 | $1.78M | 0.03% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 6,109 | $1.77M | 0.04% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 6,069 | $1.76M | 0.04% | −11−0.2% | Reduced |
| Securian Asset Management, Inc | 6,065 | $1.76M | 0.07% | −4,755−43.9% | Reduced |
| Harbour Investments, Inc. | 6,061 | $1.76M | 0.04% | +4,847+399.3% | Added |
| Ames National Corp | 6,052 | $1.76M | 1.03% | −335−5.2% | Reduced |
| Summit Trail Advisors, LLC | 6,048 | $1.75M | 0.03% | +290+5.0% | Added |
| Claro Advisors LLC | 6,027 | $1.75M | 0.24% | +5+0.1% | Added |
| Agate Pass Investment Management, LLC | 6,025 | $1.75M | 0.65% | −550−8.4% | Reduced |
| MUFG Securities Americas Inc. | 6,009 | $1.74M | 0.11% | −63−1.0% | Reduced |
| Kathmere Capital Management, LLC | 5,991 | $1.74M | 0.12% | +397+7.1% | Added |
| Johnson Financial Group, Inc. | 5,965 | $1.73M | 0.06% | −1,428−19.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 5,950 | $1.73M | 0.11% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 5,946 | $1.72M | 0.55% | +164+2.8% | Added |
| Pensionfund Sabic | 5,900 | $1.71M | 0.46% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 5,884 | $1.71M | 0.39% | +3,582+155.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 5,856 | $1.70M | 0.08% | −21−0.4% | Reduced |
| Massmutual Trust Co FSB | 5,817 | $1.69M | 0.04% | −60−1.0% | Reduced |
| Coldstream Capital Management Inc | 5,803 | $1.68M | 0.02% | +321+5.9% | Added |
| Board of the Pension Protection Fund | 5,760 | $1.67M | 1.59% | +660+12.9% | Added |
| Net Worth Advisory Group | 5,744 | $1.67M | 0.34% | +1,083+23.2% | Added |
| Corsicana & Co. | 5,709 | $1.66M | 0.93% | 00.0% | Unchanged |
| Trust Co of Vermont | 5,708 | $1.66M | 0.07% | +282+5.2% | Added |
| Sciencast Management LP | 5,694 | $1.65M | 0.23% | −340−5.6% | Reduced |
| Integrated Wealth Concepts LLC | 5,693 | $1.65M | 0.02% | −3,339−37.0% | Reduced |
| Paragon Capital Management Inc | 5,601 | $1.62M | 1.26% | −695−11.0% | Reduced |
| HighMark Wealth Management LLC | 5,588 | $1.62M | 0.66% | +12+0.2% | Added |
| TCW Group Inc | 5,584 | $1.62M | 0.01% | +5,584 | New |
| MB, Levis & Associates, LLC | 5,580 | $1.62M | 0.68% | −181−3.1% | Reduced |
| South Dakota Investment Council | 5,570 | $1.62M | 0.03% | −360−6.1% | Reduced |
| Phoenix Holdings Ltd. | 5,550 | $1.61M | 0.02% | −145−2.5% | Reduced |
| Wealth Alliance | 5,533 | $1.60M | 0.16% | −4−0.1% | Reduced |
| Davenport & Co LLC | 5,533 | $1.60M | 0.01% | +828+17.6% | Added |
| Benjamin Edwards Inc | 5,529 | $1.60M | 0.02% | −365−6.2% | Reduced |
| Cornercap Investment Counsel Inc | 5,521 | $1.60M | 0.79% | −72−1.3% | Reduced |
| Magnetar Financial LLC | 5,497 | $1.59M | 0.02% | +246+4.7% | Added |
| Equitable Holdings, Inc. | 5,468 | $1.59M | 0.01% | +972+21.6% | Added |
| Rydar Equities, Inc. | 5,445 | $1.58M | 1.23% | +642+13.4% | Added |
| Churchill Financial Advisors, LLC | 5,436 | $1.58M | 0.48% | +5,436 | New |
| CIBC World Markets Inc. | 5,417 | $1.57M | 0.00% | +3,033+127.2% | Added |
| Elmwood Wealth Management, Inc. | 5,408 | $1.57M | 0.50% | −20−0.4% | Reduced |
| Bridges Investment Management Inc | 5,403 | $1.57M | 0.02% | +1,016+23.2% | Added |
| Natural Investments, LLC | 5,398 | $1.56M | 0.39% | −4,872−47.4% | Reduced |
| Warren Averett Asset Management, LLC | 5,367 | $1.56M | 0.01% | −142−2.6% | Reduced |
| Arvest Investments, Inc. | 5,364 | $1.56M | 0.22% | −50−0.9% | Reduced |
| Pallas Capital Advisors LLC | 5,293 | $1.54M | 0.05% | +99+1.9% | Added |
| Glenview Trust Co | 5,285 | $1.53M | 0.02% | +27+0.5% | Added |
| Roundview Capital LLC | 5,283 | $1.53M | 0.09% | +18+0.3% | Added |
| V-Square Quantitative Management LLC | 5,278 | $1.53M | 0.16% | +5,278 | New |
| Dark Forest Capital Management LP | 5,273 | $1.53M | 0.07% | +2,163+69.5% | Added |
| Lowe Brockenbrough & Co Inc | 5,254 | $1.52M | 0.08% | −144−2.7% | Reduced |
| Sumitomo Life Insurance Co | 5,236 | $1.52M | 0.04% | +35+0.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,231 | $1.52M | 0.03% | −776−12.9% | Reduced |
| Haverford Trust Co | 5,210 | $1.51M | 0.01% | +35+0.7% | Added |
| Guyasuta Investment Advisors Inc | 5,165 | $1.50M | 0.09% | 00.0% | Unchanged |
| Providence Wealth Advisors, LLC | 5,118 | $1.49M | 0.93% | +30+0.6% | Added |
| Institute for Wealth Management, LLC. | 5,111 | $1.48M | 0.16% | −29−0.6% | Reduced |
| Joel Isaacson & Co., LLC | 5,106 | $1.48M | 0.05% | +10.0% | Added |
| Wealthspire Advisors, LLC | 5,104 | $1.48M | 0.01% | +2,294+81.6% | Added |
| Summit Global Investments | 5,096 | $1.48M | 0.09% | −2,241−30.5% | Reduced |
| Exchange Traded Concepts, LLC | 5,090 | $1.48M | 0.01% | +955+23.1% | Added |
| J.W. Cole Advisors, Inc. | 6,602 | $1.47M | 0.04% | −4,318−39.5% | Reduced |
| Impact Partnership Wealth, LLC | 5,059 | $1.47M | 0.19% | +1,213+31.5% | Added |
| Valeo Financial Advisors, LLC | 5,052 | $1.47M | 0.03% | +67+1.3% | Added |
| Kepler Cheuvreux (Suisse) SA | 5,022 | $1.46M | 0.08% | +2,517+100.5% | Added |
| Bayview Asset Management, LLC | 5,000 | $1.45M | 1.31% | +5,000 | New |
| Sigma Planning Corp | 4,973 | $1.44M | 0.04% | −3,236−39.4% | Reduced |
| Dynamic Advisor Solutions LLC | 4,971 | $1.44M | 0.05% | −582−10.5% | Reduced |
| Parrish Capital LLC | 4,964 | $1.44M | 1.30% | +4,964 | New |
| Ronald Blue Trust, Inc. | 4,938 | $1.43M | 0.02% | +42+0.9% | Added |
| Barden Capital Management, Inc. | 4,935 | $1.43M | 1.18% | −55−1.1% | Reduced |
| Harbor Capital Advisors, Inc. | 4,932 | $1.43M | 0.11% | −10−0.2% | Reduced |
| Plimoth Trust Co LLC | 4,932 | $1.43M | 0.32% | −357−6.7% | Reduced |
| Private Trust Co NA | 4,915 | $1.43M | 0.12% | −105−2.1% | Reduced |
| Smartleaf Asset Management LLC | 4,873 | $1.42M | 0.05% | +815+20.1% | Added |
| Plato Investment Management Ltd | 4,839 | $1.41M | 0.09% | −226−4.5% | Reduced |