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 |
|---|---|---|---|---|---|
| LVM Capital Management Ltd | 3,251 | $943.0K | 0.09% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 3,250 | $942.7K | 0.05% | +973+42.7% | Added |
| Quad-Cities Investment Group, LLC | 3,213 | $932.0K | 0.38% | +4+0.1% | Added |
| Lederer & Associates Investment Counsel | 3,208 | $931.0K | 0.62% | −147−4.4% | Reduced |
| DRW Securities, LLC | 3,211 | $930.3K | 0.07% | +407+14.5% | Added |
| NorthRock Partners, LLC | 3,201 | $928.8K | 0.02% | −2,149−40.2% | Reduced |
| Atlas Capital Advisors LLC | 3,197 | $927.3K | 0.10% | +3,197 | New |
| Roehl & Yi Investment Advisors, LLC | 3,189 | $925.0K | 0.37% | +5+0.2% | Added |
| IKE Capital, LLC | 3,177 | $921.5K | 0.80% | +3,177 | New |
| Mitchell & Pahl Private Wealth, LLC | 3,176 | $921.2K | 0.38% | −48−1.5% | Reduced |
| Strategic Advisors LLC | 3,151 | $914.1K | 0.14% | −111−3.4% | Reduced |
| PCM Encore, LLC | 3,144 | $912.0K | 0.19% | +3,144 | New |
| AlphaGrep UK Ltd | 3,141 | $911.1K | 0.30% | +3,141 | New |
| Fidelis Capital Partners, LLC | 3,137 | $909.9K | 0.07% | +143+4.8% | Added |
| SRS Capital Advisors, Inc. | 3,121 | $905.2K | 0.03% | −24,260−88.6% | Reduced |
| RiverFront Investment Group, LLC | 3,118 | $904.4K | 0.01% | −83−2.6% | Reduced |
| Alpha Cubed Investments, LLC | 3,117 | $904.2K | 0.03% | 00.0% | Unchanged |
| Central Trust Co | 3,113 | $902.8K | 0.02% | −432−12.2% | Reduced |
| Evernest Financial Advisors, LLC | 3,072 | $899.5K | 0.19% | −41−1.3% | Reduced |
| Level Four Advisory Services, LLC | 3,098 | $898.6K | 0.03% | +54+1.8% | Added |
| Wedmont Private Capital | 3,167 | $896.7K | 0.03% | +41+1.3% | Added |
| Wilson & Boucher Capital Management, LLC | 3,088 | $895.7K | 0.59% | 00.0% | Unchanged |
| Davis R M Inc | 3,061 | $887.9K | 0.02% | −100−3.2% | Reduced |
| Frank, Rimerman Advisors LLC | 3,033 | $879.8K | 0.06% | −11−0.4% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 3,023 | $876.9K | 0.04% | +3,023 | New |
| Mount Lucas Management LP | 3,022 | $876.6K | 0.39% | +36+1.2% | Added |
| Catalytic Wealth RIA, LLC | 3,021 | $876.3K | 0.03% | −2,081−40.8% | Reduced |
| Connecticut Wealth Management, LLC | 3,019 | $875.8K | 0.04% | +118+4.1% | Added |
| Chesapeake Asset Management LLC | 3,018 | $875.4K | 0.73% | +293+10.8% | Added |
| Apollon Wealth Management, LLC | 3,013 | $874.0K | 0.02% | +177+6.2% | Added |
| Pinnacle Bancorp, Inc. | 3,008 | $872.5K | 0.26% | −60−2.0% | Reduced |
| Empower Advisory Group, LLC | 2,990 | $867.2K | 0.00% | +864+40.6% | Added |
| Camden National Bank | 2,978 | $863.8K | 0.12% | −18−0.6% | Reduced |
| Annex Advisory Services, LLC | 2,971 | $862.0K | 0.02% | +2,971 | New |
| Prime Capital Investment Advisors, LLC | 2,956 | $857.6K | 0.01% | −48−1.6% | Reduced |
| Real Talk Capital, LLC | 2,905 | $842.7K | 0.84% | +70+2.5% | Added |
| High Note Wealth, LLC | 2,902 | $841.8K | 0.16% | −862−22.9% | Reduced |
| National Asset Management, Inc. | 2,902 | $841.6K | 0.04% | −438−13.1% | Reduced |
| Bank of Stockton | 2,901 | $841.5K | 0.24% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,899 | $840.9K | 0.09% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 2,894 | $839.4K | 0.09% | +102+3.7% | Added |
| Integrated Advisors Network LLC | 2,891 | $838.5K | 0.04% | −83−2.8% | Reduced |
| PUREfi Wealth, LLC | 2,884 | $836.5K | 0.64% | +240+9.1% | Added |
| Checchi Capital Advisers, LLC | 2,879 | $835.1K | 0.06% | −44−1.5% | Reduced |
| Clear Harbor Asset Management, LLC | 2,879 | $835.1K | 0.06% | +32+1.1% | Added |
| StoneX Group Inc. | 2,877 | $835.0K | 0.04% | +402+16.2% | Added |
| Van Hulzen Asset Management, LLC | 2,877 | $834.5K | 0.06% | −199−6.5% | Reduced |
| TCG Advisory Services, LLC | 2,864 | $830.9K | 0.02% | +176+6.5% | Added |
| Eastern Bank | 2,852 | $827.3K | 0.01% | +4+0.1% | Added |
| CWA Asset Management Group, LLC | 2,827 | $820.0K | 0.03% | +24+0.9% | Added |
| Great Valley Advisor Group, Inc. | 2,806 | $813.5K | 0.02% | +50+1.8% | Added |
| Biltmore Family Office, LLC | 2,802 | $812.7K | 0.11% | +268+10.6% | Added |
| Baker Tilly Wealth Management, LLC | 2,765 | $802.0K | 0.20% | −329−10.6% | Reduced |
| Baker Ellis Asset Management LLC | 2,750 | $797.7K | 0.10% | −169−5.8% | Reduced |
| Brookstone Capital Management | 2,727 | $791.1K | 0.01% | +310+12.8% | Added |
| Chicago Trust Co NA | 2,727 | $791.0K | 0.12% | −232−7.8% | Reduced |
| Pure Financial Advisors, Inc. | 2,723 | $789.9K | 0.01% | +392+16.8% | Added |
| SkyOak Wealth, LLC | 2,721 | $789.3K | 0.14% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 2,715 | $787.5K | 0.05% | 00.0% | Unchanged |
| Brave Asset Management Inc | 2,710 | $786.1K | 0.19% | −70−2.5% | Reduced |
| Stokes Family Office, LLC | 2,702 | $783.7K | 0.07% | +1,212+81.3% | Added |
| Guardian Wealth Advisors, LLC | 2,697 | $782.4K | 0.05% | −110−3.9% | Reduced |
| Interchange Capital Partners, LLC | 2,694 | $781.4K | 0.14% | −16−0.6% | Reduced |
| MONECO Advisors, LLC | 2,692 | $780.8K | 0.06% | +357+15.3% | Added |
| Associated Banc-Corp | 2,688 | $779.7K | 0.02% | −46−1.7% | Reduced |
| Aries Wealth Management | 2,658 | $771.0K | 0.17% | 00.0% | Unchanged |
| Inlet Private Wealth, LLC | 2,651 | $769.1K | 0.18% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 2,625 | $761.4K | 0.16% | −295−10.1% | Reduced |
| Welch & Forbes LLC | 2,611 | $757.3K | 0.01% | 00.0% | Unchanged |
| Orrstown Financial Services Inc | 2,611 | $757.3K | 0.13% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 2,544 | $751.1K | 0.09% | −66−2.5% | Reduced |
| Anchor Investment Management, LLC | 2,567 | $744.6K | 0.06% | −318−11.0% | Reduced |
| First National Bank Sioux Falls | 2,548 | $739.1K | 0.22% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 2,544 | $737.8K | 0.02% | +250+10.9% | Added |
| Mather Group, LLC. | 2,543 | $737.5K | 0.01% | +30+1.2% | Added |
| Park National Corp | 2,541 | $737.0K | 0.02% | −31−1.2% | Reduced |
| NorthCrest Asset Manangement, LLC | 2,559 | $736.5K | 0.02% | +156+6.5% | Added |
| Stiles Financial Services Inc | 2,537 | $735.9K | 0.23% | +6+0.2% | Added |
| True Vision MN LLC | 2,532 | $734.4K | 0.37% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 2,530 | $733.9K | 0.02% | +16+0.6% | Added |
| Trust Asset Management LLC | 2,524 | $732.1K | 0.05% | −95−3.6% | Reduced |
| Wedbush Securities Inc | 2,525 | $732.0K | 0.02% | +368+17.1% | Added |
| Beacon Investment Advisors LLC | 2,507 | $727.3K | 0.29% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 2,504 | $726.4K | 0.00% | −512−17.0% | Reduced |
| Bank of New Hampshire | 2,503 | $726.0K | 0.16% | −145−5.5% | Reduced |
| Measured Wealth Private Client Group, LLC | 2,497 | $724.3K | 0.19% | +171+7.4% | Added |
| Boston Trust Walden Corp | 2,486 | $721.1K | 0.01% | 00.0% | Unchanged |
| Mendel Money Management | 2,482 | $719.9K | 0.30% | −260−9.5% | Reduced |
| Franklin Street Advisors Inc | 2,479 | $719.1K | 0.04% | 00.0% | Unchanged |
| Abacus Wealth Partners, LLC | 2,469 | $716.2K | 0.07% | +2,469 | New |
| Evoke Wealth, LLC | 2,468 | $715.9K | 0.01% | +15+0.6% | Added |
| Berger Financial Group, Inc | 2,457 | $712.6K | 0.04% | −635−20.5% | Reduced |
| Insigneo Advisory Services, LLC | 2,445 | $709.2K | 0.05% | +25+1.0% | Added |
| Summit Financial, LLC | 2,444 | $709.0K | 0.01% | −148−5.7% | Reduced |
| Crestwood Advisors Group LLC | 2,432 | $705.5K | 0.01% | +515+26.9% | Added |
| Modera Wealth Management, LLC | 2,428 | $704.3K | 0.01% | −20−0.8% | Reduced |
| Alhambra Investment Partners LLC | 2,420 | $701.9K | 0.33% | +20+0.8% | Added |
| Essex Savings Bank | 2,406 | $697.9K | 0.15% | −53−2.2% | Reduced |
| River Wealth Advisors LLC | 2,403 | $696.9K | 0.08% | +239+11.0% | Added |
| Northcape Wealth Management, LLC | 2,400 | $696.1K | 0.20% | 00.0% | Unchanged |