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, 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
- 1,804
- +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
- 646 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.
| 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, Q1 2026
Shares, value and share of portfolio for each institution holding Travelers Companies, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Franklin Street Advisors Inc | 2,414 | $704.1K | 0.04% | −65−2.6% | Reduced |
| Silvercrest Asset Management Group LLC | 2,419 | $705.7K | 0.01% | −85−3.4% | Reduced |
| Van Hulzen Asset Management, LLC | 2,421 | $706.2K | 0.05% | −456−15.8% | Reduced |
| Abacus Wealth Partners, LLC | 2,441 | $712.0K | 0.07% | −28−1.1% | Reduced |
| Ofi Invest Asset Management | 2,588 | $716.0K | 0.01% | +665+34.6% | Added |
| River Wealth Advisors LLC | 2,464 | $718.6K | 0.08% | +61+2.5% | Added |
| Mendel Money Management | 2,470 | $720.5K | 0.30% | −12−0.5% | Reduced |
| Perbak Capital Partners LLP | 2,471 | $720.7K | 0.18% | +2,471 | New |
| Harbour Capital Advisors, LLC | 2,390 | $721.0K | 0.14% | −10.0% | Reduced |
| Transcend Wealth Collective, LLC | 2,473 | $721.3K | 0.06% | +385+18.4% | Added |
| National Asset Management, Inc. | 2,474 | $722.0K | 0.05% | −428−14.7% | Reduced |
| Beacon Investment Advisors LLC | 2,507 | $731.4K | 0.28% | 00.0% | Unchanged |
| Orrstown Financial Services Inc | 2,512 | $732.7K | 0.12% | −99−3.8% | Reduced |
| Trust Asset Management LLC | 2,524 | $736.2K | 0.05% | 00.0% | Unchanged |
| True Vision MN LLC | 2,532 | $738.5K | 0.38% | 00.0% | Unchanged |
| Wedbush Securities Inc | 2,533 | $739.0K | 0.02% | +8+0.3% | Added |
| Baldwin Brothers Inc | 2,536 | $739.7K | 0.05% | −179−6.6% | Reduced |
| Legacy Financial Group LLC | 2,547 | $743.0K | 0.09% | +3+0.1% | Added |
| Crestwood Advisors Group LLC | 2,549 | $743.6K | 0.01% | +117+4.8% | Added |
| Stiles Financial Services Inc | 2,551 | $744.1K | 0.23% | +14+0.6% | Added |
| Berger Financial Group, Inc | 2,553 | $744.6K | 0.04% | +96+3.9% | Added |
| SkyOak Wealth, LLC | 2,553 | $744.7K | 0.14% | −168−6.2% | Reduced |
| Grimes & Company, Inc. | 2,560 | $746.7K | 0.02% | +30+1.2% | Added |
| Anchor Investment Management, LLC | 2,578 | $752.0K | 0.06% | +11+0.4% | Added |
| Destination Wealth Management | 2,587 | $754.5K | 0.02% | +864+50.1% | Added |
| Legacy Capital Wealth Partners, LLC | 2,594 | $756.6K | 0.16% | −31−1.2% | Reduced |
| First National Bank Sioux Falls | 2,533 | $757.0K | 0.21% | −15−0.6% | Reduced |
| Empirical Asset Management, LLC | 2,598 | $757.6K | 0.20% | +2,598 | New |
| Guardian Wealth Advisors, LLC | 2,608 | $760.8K | 0.05% | −89−3.3% | Reduced |
| Welch & Forbes LLC | 2,611 | $761.6K | 0.01% | 00.0% | Unchanged |
| Groupama Asset Managment | 2,614 | $762.5K | 0.01% | +2,614 | New |
| Frec Markets, Inc. | 2,615 | $762.7K | 0.13% | +1,413+117.6% | Added |
| Park National Corp | 2,638 | $769.5K | 0.02% | +97+3.8% | Added |
| Inlet Private Wealth, LLC | 2,651 | $773.4K | 0.20% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 2,655 | $774.5K | 0.02% | +679+34.4% | Added |
| Aries Wealth Management | 2,658 | $775.3K | 0.17% | 00.0% | Unchanged |
| Associated Banc-Corp | 2,684 | $782.9K | 0.02% | −4−0.1% | Reduced |
| MONECO Advisors, LLC | 2,687 | $783.6K | 0.06% | −5−0.2% | Reduced |
| Baker Ellis Asset Management LLC | 2,700 | $787.5K | 0.09% | −50−1.8% | Reduced |
| Baker Tilly Wealth Management, LLC | 2,708 | $789.9K | 0.19% | −57−2.1% | Reduced |
| Brave Asset Management Inc | 2,710 | $790.5K | 0.19% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 2,703 | $794.5K | 0.02% | +144+5.6% | Added |
| Central Trust Co | 2,738 | $798.6K | 0.02% | −375−12.0% | Reduced |
| Great Valley Advisor Group, Inc. | 2,748 | $801.7K | 0.01% | −58−2.1% | Reduced |
| Waddell & Associates, LLC | 2,773 | $808.9K | 0.05% | +1,055+61.4% | Added |
| Eastern Bank | 2,801 | $817.0K | 0.01% | −51−1.8% | Reduced |
| Biltmore Family Office, LLC | 2,802 | $817.3K | 0.11% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 2,819 | $822.2K | 0.01% | +333+13.4% | Added |
| Empower Advisory Group, LLC | 2,836 | $827.1K | 0.00% | −154−5.2% | Reduced |
| Berkeley Capital Partners, LLC | 2,840 | $828.4K | 0.19% | +2,840 | New |
| Catalytic Wealth RIA, LLC | 2,842 | $829.0K | 0.03% | −179−5.9% | Reduced |
| Bank of Stockton | 2,861 | $834.5K | 0.26% | −40−1.4% | Reduced |
| EverSource Wealth Advisors, LLC | 2,869 | $836.7K | 0.03% | +857+42.6% | Added |
| TCG Advisory Services, LLC | 2,883 | $841.0K | 0.02% | +19+0.7% | Added |
| High Note Wealth, LLC | 2,895 | $844.4K | 0.17% | −7−0.2% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,899 | $845.6K | 0.08% | 00.0% | Unchanged |
| PUREfi Wealth, LLC | 2,901 | $846.2K | 0.55% | +17+0.6% | Added |
| Integrated Advisors Network LLC | 2,906 | $847.6K | 0.04% | +15+0.5% | Added |
| IKE Capital, LLC | 2,913 | $849.7K | 0.48% | −264−8.3% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 2,913 | $849.7K | 0.04% | −110−3.6% | Reduced |
| Real Talk Capital, LLC | 2,914 | $850.1K | 0.80% | +9+0.3% | Added |
| Pure Financial Advisors, Inc. | 2,920 | $851.8K | 0.01% | +197+7.2% | Added |
| Camden National Bank | 2,928 | $854.0K | 0.12% | −50−1.7% | Reduced |
| Ibex Wealth Advisors | 2,931 | $854.8K | 0.08% | +2,931 | New |
| Mitchell & Pahl Private Wealth, LLC | 2,947 | $859.6K | 0.35% | −229−7.2% | Reduced |
| Annex Advisory Services, LLC | 2,947 | $859.6K | 0.02% | −24−0.8% | Reduced |
| denkapparat Operations GmbH | 2,962 | $864.0K | 0.36% | +2,962 | New |
| Davis R M Inc | 2,962 | $864.0K | 0.02% | −99−3.2% | Reduced |
| Evoke Wealth, LLC | 2,969 | $866.1K | 0.02% | +501+20.3% | Added |
| Chicago Trust Co NA | 2,985 | $870.7K | 0.14% | +258+9.5% | Added |
| Prime Capital Investment Advisors, LLC | 2,990 | $872.1K | 0.01% | +34+1.2% | Added |
| Lederer & Associates Investment Counsel | 2,992 | $873.0K | 0.62% | −216−6.7% | Reduced |
| Pinnacle Bancorp, Inc. | 3,008 | $877.4K | 0.26% | 00.0% | Unchanged |
| Mather Group, LLC. | 3,019 | $880.6K | 0.01% | +476+18.7% | Added |
| Clear Harbor Asset Management, LLC | 3,026 | $882.6K | 0.06% | +147+5.1% | Added |
| Premier Path Wealth Partners, LLC | 3,039 | $886.5K | 0.12% | +682+28.9% | Added |
| Checchi Capital Advisers, LLC | 3,046 | $888.5K | 0.06% | +167+5.8% | Added |
| TIAA Wealth Investment Management LLC | 3,051 | $889.9K | 0.01% | +3,051 | New |
| CWA Asset Management Group, LLC | 3,058 | $892.0K | 0.03% | +231+8.2% | Added |
| Fidelis Capital Partners, LLC | 3,061 | $892.8K | 0.06% | −76−2.4% | Reduced |
| Chesapeake Asset Management LLC | 3,061 | $892.8K | 0.72% | +43+1.4% | Added |
| Wilson & Boucher Capital Management, LLC | 3,088 | $900.7K | 0.60% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 3,109 | $906.8K | 0.06% | +76+2.5% | Added |
| Evernest Financial Advisors, LLC | 2,988 | $907.6K | 0.19% | −84−2.7% | Reduced |
| Evolve Private Wealth, LLC | 3,119 | $909.6K | 0.05% | +790+33.9% | Added |
| Mount Lucas Management LP | 3,135 | $914.4K | 0.34% | +113+3.7% | Added |
| VestGen Advisors, LLC | 3,070 | $915.6K | 0.03% | +1,341+77.6% | Added |
| Marble Wealth, LLC | 3,142 | $916.6K | 0.16% | −367−10.5% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 3,146 | $917.6K | 0.06% | −787−20.0% | Reduced |
| LVW Advisors, LLC | 3,150 | $918.8K | 0.09% | −433−12.1% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 3,160 | $921.7K | 0.35% | −29−0.9% | Reduced |
| Gryphon Financial Partners LLC | 3,192 | $931.0K | 0.10% | +298+10.3% | Added |
| Strategic Advisors LLC | 3,194 | $931.9K | 0.15% | +43+1.4% | Added |
| PCM Encore, LLC | 3,202 | $933.9K | 0.19% | +58+1.8% | Added |
| Wealth Alliance | 3,205 | $934.8K | 0.09% | −2,328−42.1% | Reduced |
| Level Four Advisory Services, LLC | 3,214 | $937.5K | 0.03% | +116+3.7% | Added |
| Quad-Cities Investment Group, LLC | 3,217 | $938.3K | 0.37% | +4+0.1% | Added |
| Atlas Capital Advisors LLC | 3,222 | $939.8K | 0.11% | +25+0.8% | Added |
| Fisher Asset Management, LLC | 3,222 | $940.2K | 0.00% | +956+42.2% | Added |
| Bull Harbor Capital LLC | 3,237 | $944.2K | 0.25% | +3,237 | New |