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 |
|---|---|---|---|---|---|
| Trust Co of Toledo NA | 4,817 | $1.40M | 0.14% | −200−4.0% | Reduced |
| Procyon Private Wealth Partners, LLC | 4,806 | $1.39M | 0.07% | +252+5.5% | Added |
| Calamos Wealth Management LLC | 4,773 | $1.38M | 0.05% | +299+6.7% | Added |
| Geneos Wealth Management Inc. | 4,749 | $1.38M | 0.03% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 4,744 | $1.38M | 0.07% | −963−16.9% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 4,720 | $1.37M | 0.38% | +14+0.3% | Added |
| Commonwealth Retirement Investments LLC | 4,689 | $1.36M | 0.44% | +82+1.8% | Added |
| Forum Financial Management, LP | 4,636 | $1.34M | 0.02% | −23−0.5% | Reduced |
| IFC Advisors LLC | 4,631 | $1.34M | 0.20% | +510+12.4% | Added |
| Transamerica Financial Advisors, Inc. | 4,627 | $1.34M | 0.11% | +42+0.9% | Added |
| FineMark National Bank & Trust | 4,627 | $1.34M | 0.04% | −10−0.2% | Reduced |
| Fiduciary Trust Co | 4,616 | $1.34M | 0.02% | −1,671−26.6% | Reduced |
| Delphi Management Inc | 4,603 | $1.33M | 1.30% | +4,603 | New |
| Pensionmark Financial Group, LLC | 4,588 | $1.33M | 0.02% | +1,820+65.8% | Added |
| Zions Bancorporation, National Association | 4,587 | $1.33M | 0.06% | +414+9.9% | Added |
| Belpointe Asset Management LLC | 4,549 | $1.32M | 0.05% | −1,999−30.5% | Reduced |
| Bailard, Inc. | 4,547 | $1.32M | 0.03% | +32+0.7% | Added |
| JNBA Financial Advisors | 4,516 | $1.31M | 0.11% | +1,082+31.5% | Added |
| Americana Partners, LLC | 4,481 | $1.30M | 0.04% | +4,481 | New |
| Bullock Wealth Management Group | 4,476 | $1.30M | 0.64% | +76+1.7% | Added |
| Convergence Investment Partners, LLC | 4,439 | $1.29M | 0.26% | −743−14.3% | Reduced |
| Stock Yards Bank & Trust Co | 4,431 | $1.29M | 0.04% | −100−2.2% | Reduced |
| Old National Bancorp | 4,424 | $1.28M | 0.02% | −603−12.0% | Reduced |
| Investors Asset Management of Georgia Inc | 4,361 | $1.26M | 0.52% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 4,153 | $1.25M | 0.03% | −28−0.7% | Reduced |
| Hanson & Doremus Investment Management | 4,302 | $1.25M | 0.15% | −497−10.4% | Reduced |
| Atomi Financial Group, Inc. | 4,297 | $1.25M | 0.04% | +273+6.8% | Added |
| AA Financial Advisors, LLC | 4,285 | $1.24M | 0.23% | −101−2.3% | Reduced |
| Equitable Trust Co | 4,285 | $1.24M | 0.06% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 4,275 | $1.24M | 0.01% | +1,283+42.9% | Added |
| Dorsey & Whitney Trust CO LLC | 4,270 | $1.24M | 0.07% | −1,273−23.0% | Reduced |
| Coastal Bridge Advisors, LLC | 4,258 | $1.23M | 0.09% | −29−0.7% | Reduced |
| Farringdon Capital, Ltd. | 4,253 | $1.23M | 0.30% | −1,795−29.7% | Reduced |
| Tradewinds, LLC. | 4,251 | $1.23M | 0.29% | +87+2.1% | Added |
| JB Capital LLC | 4,210 | $1.22M | 0.05% | +6+0.1% | Added |
| West Paces Advisors Inc. | 4,202 | $1.22M | 0.24% | +90+2.2% | Added |
| Somerset Group LLC | 4,303 | $1.22M | 0.92% | 00.0% | Unchanged |
| Tudor Financial Inc. | 4,200 | $1.22M | 0.62% | 00.0% | Unchanged |
| Financial Planning Hawaii, Inc. | 4,190 | $1.22M | 0.70% | +4,190 | New |
| Abner Herrman & Brock LLC | 4,177 | $1.21M | 0.12% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 4,163 | $1.21M | 0.12% | +154+3.8% | Added |
| Moody National Bank Trust Division | 4,131 | $1.20M | 0.12% | −1,942−32.0% | Reduced |
| Texas Bank & Trust Co | 4,115 | $1.19M | 0.43% | −50−1.2% | Reduced |
| Vectors Research Management, LLC | 4,100 | $1.19M | 0.36% | 00.0% | Unchanged |
| Rothschild Investment LLC | 4,096 | $1.19M | 0.07% | −23−0.6% | Reduced |
| Forza Wealth Management, LLC | 4,072 | $1.18M | 0.43% | 00.0% | Unchanged |
| Essential Partners LLC | 4,071 | $1.18M | 0.36% | +48+1.2% | Added |
| Private Wealth Asset Management, LLC | 4,065 | $1.18M | 0.13% | +20+0.5% | Added |
| RMB Capital Management, LLC | 4,058 | $1.18M | 0.02% | −142−3.4% | Reduced |
| AE Wealth Management LLC | 4,033 | $1.17M | 0.01% | +1,369+51.4% | Added |
| Syon Capital LLC | 4,022 | $1.17M | 0.06% | +281+7.5% | Added |
| MWA Asset Management | 4,022 | $1.17M | 0.65% | +10+0.2% | Added |
| Flputnam Investment Management Co | 4,000 | $1.16M | 0.02% | −74−1.8% | Reduced |
| Courier Capital LLC | 4,000 | $1.16M | 0.07% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 4,000 | $1.16M | 0.52% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 3,997 | $1.16M | 0.04% | −96−2.3% | Reduced |
| Yoffe Investment Management, LLC | 3,987 | $1.16M | 1.48% | 00.0% | Unchanged |
| Ossiam | 3,954 | $1.15M | 0.02% | −26,890−87.2% | Reduced |
| JSF Financial, LLC | 3,944 | $1.14M | 0.24% | +40+1.0% | Added |
| Westerkirk Capital Inc. | 3,943 | $1.14M | 0.11% | −157−3.8% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 3,933 | $1.14M | 0.08% | +476+13.8% | Added |
| Northern Financial Advisors Inc | 3,906 | $1.13M | 1.30% | −2,727−41.1% | Reduced |
| Krilogy Financial LLC | 3,994 | $1.13M | 0.04% | +769+23.8% | Added |
| Smithfield Trust Co | 3,875 | $1.12M | 0.05% | +172+4.6% | Added |
| Mission Wealth Management, LP | 3,865 | $1.12M | 0.02% | +65+1.7% | Added |
| Foundations Investment Advisors, LLC | 3,838 | $1.11M | 0.01% | +294+8.3% | Added |
| Redwood Investment Management, LLC | 3,783 | $1.10M | 0.12% | +3,783 | New |
| LRT Capital Management, LLC | 3,779 | $1.10M | 0.94% | −6,979−64.9% | Reduced |
| Qtron Investments LLC | 3,729 | $1.08M | 0.14% | +3,729 | New |
| Tocqueville Asset Management L.P. | 3,718 | $1.08M | 0.02% | +11+0.3% | Added |
| Guardian Partners Inc. | 3,647 | $1.07M | 0.09% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 3,693 | $1.07M | 0.07% | −25−0.7% | Reduced |
| PFG Advisors | 3,688 | $1.07M | 0.05% | −1,489−28.8% | Reduced |
| AMG National Trust Bank | 3,666 | $1.06M | 0.03% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 3,655 | $1.06M | 0.26% | +93+2.6% | Added |
| 1 North Wealth Services LLC | 3,651 | $1.06M | 0.37% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 3,624 | $1.05M | 0.02% | +1,607+79.7% | Added |
| PFG Investments, LLC | 3,617 | $1.05M | 0.05% | +4+0.1% | Added |
| LVW Advisors, LLC | 3,583 | $1.04M | 0.11% | +45+1.3% | Added |
| Boyd Watterson Asset Management LLC | 3,538 | $1.03M | 0.30% | 00.0% | Unchanged |
| Integrated Quantitative Investments LLC | 3,514 | $1.02M | 0.22% | −8−0.2% | Reduced |
| Ocean Capital Management, LLC | 3,511 | $1.02M | 0.20% | +7+0.2% | Added |
| Marble Wealth, LLC | 3,509 | $1.02M | 0.14% | +3,509 | New |
| EntryPoint Capital, LLC | 3,499 | $1.01M | 0.40% | +1,360+63.6% | Added |
| Bryn Mawr Trust Co | 3,487 | $1.01M | 0.02% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 3,486 | $1.01M | 0.02% | +3,486 | New |
| Principal Securities, Inc. | 3,450 | $1.00M | 0.02% | +73+2.2% | Added |
| Union Savings Bank | 3,447 | $999.8K | 0.43% | +3,447 | New |
| Balyasny Asset Management LLC | 3,441 | $998.1K | 0.00% | −96,890−96.6% | Reduced |
| Sagespring Wealth Partners, LLC | 3,372 | $978.2K | 0.02% | +664+24.5% | Added |
| Rinkey Investments | 3,368 | $976.9K | 0.25% | 00.0% | Unchanged |
| Tema ETFs LLC | 3,367 | $976.6K | 0.08% | −8−0.2% | Reduced |
| Minot DeBlois Advisors LLC | 3,358 | $974.0K | 0.87% | +30+0.9% | Added |
| Mirabella Financial Services LLP | 3,324 | $964.2K | 0.09% | +3,324 | New |
| Searle & Co. | 3,304 | $958.4K | 0.25% | 00.0% | Unchanged |
| Villere St Denis J & Co LLC | 3,303 | $958.1K | 0.10% | 00.0% | Unchanged |
| Burns J W & Co Inc | 3,284 | $952.6K | 0.11% | −45−1.4% | Reduced |
| Capital Investment Advisors, LLC | 3,268 | $947.8K | 0.01% | +473+16.9% | Added |
| Ar Asset Management Inc | 3,264 | $947.0K | 0.19% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 3,251 | $943.1K | 0.07% | −97−2.9% | Reduced |