Travelers Companies, Inc.

TRV

Exchange: NYSE
Industry: Fire, Marine & Casualty Insurance
SEC CIK: 0000086312

SEC filings (opens in a new tab)

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, Q1 2026

Institutional positions in Travelers Companies, Inc. as of Mar 31, 2026. 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: 1,805; +54 vs. Q4 2025
Shares held: 178.6M; +18.3M (+11.4%) vs. Q4 2025
Total value: $52.1B; +$5.64B (+12.1%) vs. Q4 2025
New holders: 166; 656 more added
Sold out: 112; 647 more reduced

29 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2026: 1,805 institutions

Value heldQ1 2026: $52.1B

Institutions holding TRV and their total value by quarter
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, Q1 2026

Shares, value and share of portfolio for each institution holding Travelers Companies, Inc.; share changes are against Q4 2025.

Institutions holding TRV in Q1 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
Coston, McIsaac & Partners	2	$0	0.00%	00.0%	Unchanged
Operose Advisors LLC	1	$292	0.00%	+1	New
Financial Network Wealth Advisors LLC	2	$583	0.00%	−4−66.7%	Reduced
NVWM, LLC	2	$583	0.00%	−2−50.0%	Reduced
Stone House Investment Management, LLC	2	$583	0.00%	00.0%	Unchanged
Tidemark, LLC	2	$583	0.00%	+2	New
DecisionPoint Financial, LLC	2	$584	0.00%	00.0%	Unchanged
Rakuten Securities, Inc.	3	$875	0.00%	00.0%	Unchanged
Silver Grove Financial Group, Inc.	3	$875	0.00%	+3	New
Phillip James Consulting Co.	4	$1.00K	0.00%	+4	New
Ritter Daniher Financial Advisory LLC	4	$1.17K	0.00%	00.0%	Unchanged
TopTier Wealth Management, LLC	4	$1.17K	0.00%	+4	New
POM Investment Strategies, LLC	5	$1.46K	0.00%	+5	New
Curio Wealth, LLC	5	$1.46K	0.00%	+5	New
Aventura Private Wealth, LLC	6	$1.75K	0.00%	−1−14.3%	Reduced
Sittner & Nelson, LLC	6	$1.75K	0.00%	00.0%	Unchanged
Seneschal Advisors, LLC	6	$1.75K	0.00%	00.0%	Unchanged
Nvest Wealth Strategies, Inc.	6	$1.75K	0.00%	+6	New
Tanaka Capital Management Inc	6	$2.00K	0.00%	00.0%	Unchanged
WestEnd Advisors, LLC	7	$2.04K	0.00%	00.0%	Unchanged
Fountainhead AM, LLC	7	$2.04K	0.00%	+7	New
Synergy Investment Management, LLC	7	$2.04K	0.00%	+7	New
PayPay Securities Corp	7	$2.09K	0.07%	−4−36.4%	Reduced
Davis Capital Management	8	$2.33K	0.00%	−28−77.8%	Reduced
Thompson Investment Management, Inc.	8	$2.33K	0.00%	00.0%	Unchanged
Breakwater Investment Management	9	$2.63K	0.00%	00.0%	Unchanged
Signature Resources Capital Management, LLC	10	$2.92K	0.00%	−2−16.7%	Reduced
S&T Bank	10	$2.92K	0.00%	00.0%	Unchanged
PFS Partners, LLC	10	$2.92K	0.00%	00.0%	Unchanged
Birchwood Financial Partners, Inc.	10	$2.92K	0.00%	00.0%	Unchanged
Hazlett, Burt & Watson, Inc.	9	$3.00K	0.00%	−9−50.0%	Reduced
Portus Wealth Advisors, LLC	11	$3.21K	0.00%	+11	New
Clark Wealth Partners	11	$3.21K	0.00%	−3−21.4%	Reduced
HFM Investment Advisors, LLC	12	$3.50K	0.00%	00.0%	Unchanged
Evolution Wealth Management Inc.	13	$3.79K	0.00%	00.0%	Unchanged
1015 Capital Partners, LLC	13	$3.79K	0.00%	00.0%	Unchanged
TFC Financial Management	14	$4.08K	0.00%	00.0%	Unchanged
ZRC Wealth Management, LLC	15	$4.38K	0.00%	+4+36.4%	Added
Gleason Group, Inc.	16	$4.70K	0.00%	00.0%	Unchanged
Principia Wealth Advisory, LLC	18	$5.25K	0.00%	+2+12.5%	Added
Global Wealth Strategies & Associates	18	$5.33K	0.00%	00.0%	Unchanged
Anfield Capital Management, LLC	19	$5.54K	0.00%	00.0%	Unchanged
Arlington Trust Co LLC	19	$5.54K	0.00%	+19	New
Investment Counsel Co of Nevada	20	$5.83K	0.01%	+20	New
Advocate Investing Services LLC	22	$6.42K	0.01%	00.0%	Unchanged
Sunrise Financial Services, LLC	24	$7.00K	0.00%	00.0%	Unchanged
Boreal Capital Management LLC	25	$7.29K	0.01%	00.0%	Unchanged
Aspect Partners, LLC	25	$7.29K	0.00%	+16+177.8%	Added
Lodestone Wealth Management LLC	28	$8.17K	0.00%	00.0%	Unchanged
Kentucky Trust Co	28	$8.17K	0.00%	00.0%	Unchanged
Marquette Asset Management, LLC	28	$8.17K	0.00%	+28	New
Proffitt & Goodson Inc	29	$8.46K	0.00%	00.0%	Unchanged
Evelyn Partners Asset Management Ltd	29	$8.46K	0.00%	00.0%	Unchanged
Bare Financial Services, Inc	29	$8.46K	0.00%	+9+45.0%	Added
TD Capital Management LLC	31	$8.95K	0.00%	00.0%	Unchanged
Raleigh Capital Management Inc.	34	$9.92K	0.00%	+34	New
Capital Analysts, LLC	36	$10.0K	0.00%	00.0%	Unchanged
McGuire Capital Advisors Inc	35	$10.2K	0.01%	−6−14.6%	Reduced
Your Advocates Ltd., LLP	35	$10.2K	0.00%	00.0%	Unchanged
Dogwood Wealth Management LLC	38	$11.1K	0.00%	00.0%	Unchanged
DiNuzzo Private Wealth, Inc.	39	$11.4K	0.00%	00.0%	Unchanged
Joseph Group Capital Management	39	$11.4K	0.00%	+10+34.5%	Added
Intentional Wealth Strategies, LLC	39	$11.4K	0.01%	+39	New
Missouri Trust & Investment Co	40	$11.7K	0.00%	−5−11.1%	Reduced
Chung Wu Investment Group, LLC	40	$11.7K	0.01%	00.0%	Unchanged
E Fund Management (Hong Kong) Co., Ltd.	40	$11.7K	0.01%	+38+1,900.0%	Added
Bay Harbor Wealth Management, LLC	41	$12.0K	0.00%	+9+28.1%	Added
Archer Investment Corp	41	$12.0K	0.00%	00.0%	Unchanged
Meeder Asset Management Inc	42	$12.3K	0.00%	−17−28.8%	Reduced
Elevated Capital Advisors, LLC	42	$12.3K	0.00%	00.0%	Unchanged
Kerr Financial Planning Corp	40	$12.4K	0.02%	00.0%	Unchanged
Proathlete Wealth Management LLC	43	$12.5K	0.00%	00.0%	Unchanged
Center for Financial Planning, Inc.	45	$13.1K	0.00%	00.0%	Unchanged
N.E.W. Advisory Services LLC	46	$13.4K	0.00%	00.0%	Unchanged
Cranbrook Wealth Management, LLC	46	$13.4K	0.00%	00.0%	Unchanged
Atlantic Trust, LLC	46	$13.4K	0.00%	00.0%	Unchanged
Accordant Advisory Group Inc	48	$14.0K	0.01%	+20+71.4%	Added
Wealth Enhancement Trust Services, Inc.	50	$14.6K	0.00%	−14−21.9%	Reduced
Rosenberg Matthew Hamilton	50	$14.6K	0.00%	00.0%	Unchanged
Miller Global Investments, LLC	50	$14.6K	0.01%	00.0%	Unchanged
Morse Asset Management, Inc	51	$14.9K	0.00%	−2−3.8%	Reduced
Signature Equity Partners, LLC	51	$14.9K	0.01%	−2−3.8%	Reduced
Rialto Wealth Management, LLC	52	$15.2K	0.00%	+6+13.0%	Added
Costello Asset Management, INC	53	$15.4K	0.01%	00.0%	Unchanged
RMG Wealth Management LLC	52	$15.5K	0.00%	00.0%	Unchanged
Ameriflex Group, Inc.	53	$15.6K	0.01%	00.0%	Unchanged
West Branch Capital LLC	54	$15.8K	0.00%	00.0%	Unchanged
Strengthening Families & Communities, LLC	55	$16.0K	0.00%	00.0%	Unchanged
United Financial Planning Group LLC	55	$16.0K	0.01%	+19+52.8%	Added
Prudent Man Investment Management, Inc.	58	$16.8K	0.01%	00.0%	Unchanged
Avion Wealth	59	$17.0K	0.00%	+16+37.2%	Added
Sfam, LLC	60	$17.5K	0.02%	00.0%	Unchanged
Westfuller Advisors, LLC	60	$17.5K	0.01%	00.0%	Unchanged
Rossby Financial, LCC	61	$17.7K	0.00%	+31+103.3%	Added
EFG International AG	61	$17.8K	0.00%	+61	New
Truvestments Capital LLC	62	$18.1K	0.00%	00.0%	Unchanged
Comprehensive Financial Planning, Inc.	64	$18.8K	0.01%	00.0%	Unchanged
Scarborough Advisors, LLC	65	$19.0K	0.00%	00.0%	Unchanged
Raffa Wealth Management, LLC	65	$19.0K	0.00%	+4+6.6%	Added
WealthCollab, LLC	65	$19.0K	0.01%	00.0%	Unchanged