Stock ownership · SEC 13F · Q4 2025
TRAVELERS COS INC
Institutional ownership of TRAVELERS COS INC (CUSIP 89417E109) - who holds it, how concentrated it is, and what moved last quarter.
- $8.8M
- Reported value
- 7
- Institutions
- 99%
- Top-5 share
The verdict
According to SEC Form 13F-HR filings in this corpus, TRAVELERS COS INC ranks #468 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 7 institutions report $8.8M as of Q4 2025, with ownership heavily concentrated in a handful of holders.
- 7
- institutions hold it
- $8.8M
- reported 13F value
- 99%
- held by top 5
- #468
- of 775 by value
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
According to SEC Form 13F-HR filings in this corpus, TRAVELERS COS INC ranks #468 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.
How 13F ownership is computed · All tracked stocks · Concentration rankings
SEC Form 13F-HR ownership desk
CUSIP 89417E109 · Q4 2025 $9M reported
VALUE-LIGHT · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-MID · BOOK-FULL
- VALUE-LIGHT #468/775
- HOLDERS-FOCUS 7 filers
- CONC-DOM 99% top-5
- PHOTO-FINISH MID-AMER APT CMNTYS
- ACTIVITY-MID 5 new
- BOOK-FULL 8Q history
Photo-finish peer on reported value: MID-AMER APT CMNTYS INC
Read with: Ownership concentration guide - TRAVELERS COS INC's top-five holders account for 99% of reported value — read concentration before treating any single filer as a signal.
Reported-value neighbourhood · TRAVELERS COS INC
Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.
Institutional ownership over time
The number of institutions reporting a TRAVELERS COS INC position has fallen from 10 to 7 over the last 8 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | Pacer Advisors, Inc. | 25,407 | $7.4M | 83.9% |
| 2 | Anchor Investment Management, LLC | 2,567 | $745K | 8.5% |
| 3 | DiPaolo Financial Group, Inc. | 1,008 | $292K | 3.3% |
| 4 | Barnes Wealth Management Group, Inc | 893 | $259K | 2.9% |
| 5 | Bell Investment Advisors, Inc | 236 | $68K | 0.8% |
| 6 | Strategic Investment Solutions, Inc. /IL | 155 | $45K | 0.5% |
| 7 | TD Capital Management LLC | 31 | $9K | 0.1% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among TRAVELERS COS INC's reported holders for Q4 2025, by reported value:
Latest Quarter Activity · Q4 2025
New positions (5)
Complete exits (9)
Frequently Asked Questions
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Nationwide stocks with similar institutional value or holder count
Two 13F-derived peer sets for TRAVELERS COS INC: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($8.8M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (7 here).
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.