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 |
|---|---|---|---|---|---|
| LVM Capital Management Ltd | 3,251 | $948.0K | 0.09% | 00.0% | Unchanged |
| Dorsey Wright & Associates | 3,255 | $949.4K | 0.12% | +3,255 | New |
| Kingswood Wealth Advisors, LLC | 3,257 | $950.1K | 0.05% | +7+0.2% | Added |
| Burns J W & Co Inc | 3,259 | $950.6K | 0.11% | −25−0.8% | Reduced |
| Ar Asset Management Inc | 3,264 | $952.0K | 0.18% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 3,275 | $955.2K | 0.07% | +24+0.7% | Added |
| Villere St Denis J & Co LLC | 3,303 | $963.4K | 0.11% | 00.0% | Unchanged |
| Searle & Co. | 3,304 | $963.7K | 0.24% | 00.0% | Unchanged |
| Wedmont Private Capital | 3,215 | $969.5K | 0.03% | +48+1.5% | Added |
| Balyasny Asset Management LLC | 3,333 | $972.2K | 0.00% | −108−3.1% | Reduced |
| Evergreen Capital Management LLC | 3,339 | $974.0K | 0.02% | +1,043+45.4% | Added |
| Connecticut Wealth Management, LLC | 3,348 | $976.5K | 0.04% | +329+10.9% | Added |
| Union Savings Bank | 3,363 | $980.9K | 0.43% | −84−2.4% | Reduced |
| Leo Wealth, LLC | 3,364 | $981.3K | 0.07% | +3,364 | New |
| Rinkey Investments | 3,368 | $982.4K | 0.25% | 00.0% | Unchanged |
| Tema ETFs LLC | 3,381 | $986.2K | 0.07% | +14+0.4% | Added |
| Minot DeBlois Advisors LLC | 3,386 | $987.7K | 0.90% | +28+0.8% | Added |
| GTS Securities LLC | 3,409 | $994.3K | 0.04% | −5,058−59.7% | Reduced |
| Capital Investment Advisors, LLC | 3,436 | $1.00M | 0.01% | +168+5.1% | Added |
| Oak Thistle LLC | 3,442 | $1.00M | 0.10% | +3,442 | New |
| Ocean Capital Management, LLC | 3,445 | $1.00M | 0.21% | −66−1.9% | Reduced |
| Calamos Wealth Management LLC | 3,463 | $1.01M | 0.03% | −1,310−27.4% | Reduced |
| 1 North Wealth Services LLC | 3,464 | $1.01M | 0.36% | −187−5.1% | Reduced |
| Bryn Mawr Trust Co | 3,488 | $1.02M | 0.02% | +10.0% | Added |
| Sagespring Wealth Partners, LLC | 3,503 | $1.02M | 0.02% | +131+3.9% | Added |
| Allianz SE | 3,532 | $1.03M | 0.01% | +3,532 | New |
| Boyd Watterson Asset Management LLC | 3,538 | $1.03M | 0.32% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 3,561 | $1.04M | 0.13% | −222−5.9% | Reduced |
| Kornitzer Capital Management Inc | 3,566 | $1.04M | 0.02% | +80+2.3% | Added |
| Harbor Capital Advisors, Inc. | 3,583 | $1.04M | 0.08% | −1,349−27.4% | Reduced |
| TCW Group Inc | 3,589 | $1.05M | 0.01% | −1,995−35.7% | Reduced |
| PFG Investments, LLC | 3,626 | $1.06M | 0.05% | +9+0.2% | Added |
| AlphaGrep UK Ltd | 3,630 | $1.06M | 0.31% | +489+15.6% | Added |
| Kanawha Capital Management LLC | 3,651 | $1.06M | 0.08% | −42−1.1% | Reduced |
| Davis Asset Management, L.P. | 3,653 | $1.07M | 0.03% | +3,653 | New |
| Guardian Partners Inc. | 3,648 | $1.07M | 0.09% | +10.0% | Added |
| Nomura Holdings Inc | 3,656 | $1.07M | 0.01% | −13,073−78.1% | Reduced |
| Westerkirk Capital Inc. | 3,669 | $1.07M | 0.12% | −274−6.9% | Reduced |
| Mission Wealth Management, LP | 3,760 | $1.10M | 0.02% | −105−2.7% | Reduced |
| Principal Securities, Inc. | 3,778 | $1.10M | 0.02% | +328+9.5% | Added |
| Daymark Wealth Partners, LLC | 3,802 | $1.11M | 0.03% | +1,258+49.4% | Added |
| Tocqueville Asset Management L.P. | 3,805 | $1.11M | 0.02% | +87+2.3% | Added |
| AlphaCore Capital LLC | 3,817 | $1.11M | 0.03% | +193+5.3% | Added |
| RiverFront Investment Group, LLC | 3,819 | $1.11M | 0.02% | +701+22.5% | Added |
| Essential Partners LLC | 3,837 | $1.12M | 0.38% | −234−5.7% | Reduced |
| Abner Herrman & Brock LLC | 3,888 | $1.13M | 0.13% | −289−6.9% | Reduced |
| Sterneck Capital Management, LLC | 3,895 | $1.14M | 0.51% | −105−2.6% | Reduced |
| Apollon Wealth Management, LLC | 3,895 | $1.14M | 0.02% | +882+29.3% | Added |
| Forza Wealth Management, LLC | 3,922 | $1.14M | 0.40% | −150−3.7% | Reduced |
| Foundations Investment Advisors, LLC | 3,976 | $1.16M | 0.01% | +138+3.6% | Added |
| Texas Bank & Trust Co | 3,986 | $1.16M | 0.44% | −129−3.1% | Reduced |
| Yoffe Investment Management, LLC | 3,987 | $1.16M | 1.49% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 4,063 | $1.19M | 0.13% | −20.0% | Reduced |
| Old National Bancorp | 4,083 | $1.19M | 0.02% | −341−7.7% | Reduced |
| Delphi Management Inc | 4,097 | $1.20M | 1.43% | −506−11.0% | Reduced |
| Vectors Research Management, LLC | 4,100 | $1.20M | 0.35% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 4,101 | $1.20M | 0.01% | −17,225−80.8% | Reduced |
| Atomi Financial Group, Inc. | 4,101 | $1.20M | 0.04% | −196−4.6% | Reduced |
| Flputnam Investment Management Co | 4,103 | $1.20M | 0.02% | +103+2.6% | Added |
| Valeo Financial Advisors, LLC | 4,139 | $1.21M | 0.03% | −913−18.1% | Reduced |
| Moody National Bank Trust Division | 4,144 | $1.21M | 0.12% | +13+0.3% | Added |
| Stock Yards Bank & Trust Co | 4,171 | $1.22M | 0.04% | −260−5.9% | Reduced |
| Linden Thomas Advisory Services, LLC | 4,179 | $1.22M | 0.12% | +16+0.4% | Added |
| Financial Planning Hawaii, Inc. | 4,190 | $1.22M | 0.72% | 00.0% | Unchanged |
| Perpetual Ltd | 4,191 | $1.22M | 0.02% | +4,191 | New |
| Tudor Financial Inc. | 4,200 | $1.23M | 0.63% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 4,200 | $1.23M | 0.26% | +4,200 | New |
| West Paces Advisors Inc. | 4,213 | $1.23M | 0.24% | +11+0.3% | Added |
| Chicago Partners Investment Group LLC | 4,075 | $1.23M | 0.03% | +2,126+109.1% | Added |
| Fifth Third Wealth Advisors LLC | 4,218 | $1.23M | 0.04% | +221+5.5% | Added |
| Parrish Capital LLC | 4,220 | $1.23M | 1.10% | −744−15.0% | Reduced |
| JB Capital LLC | 4,222 | $1.23M | 0.05% | +12+0.3% | Added |
| Brown Brothers Harriman & Co | 4,222 | $1.23M | 0.01% | +1,959+86.6% | Added |
| Soltis Investment Advisors LLC | 4,233 | $1.23M | 0.08% | +4,233 | New |
| Hanson & Doremus Investment Management | 4,237 | $1.24M | 0.14% | −65−1.5% | Reduced |
| Longfellow Investment Management Co LLC | 4,249 | $1.24M | 0.26% | +2,494+142.1% | Added |
| Steel Peak Wealth Management LLC | 4,252 | $1.24M | 0.04% | −22,193−83.9% | Reduced |
| Cornerstone Wealth Management, LLC | 4,266 | $1.24M | 0.06% | +2,787+188.4% | Added |
| Ostrum Asset Management | 4,267 | $1.24M | 0.07% | −2,407−36.1% | Reduced |
| Employees Retirement System of Texas | 4,271 | $1.25M | 0.01% | +2,435+132.6% | Added |
| Ronald Blue Trust, Inc. | 4,280 | $1.25M | 0.01% | −658−13.3% | Reduced |
| Bullock Wealth Management Group | 4,298 | $1.25M | 0.63% | −178−4.0% | Reduced |
| TD Waterhouse Canada Inc. | 4,317 | $1.25M | 0.00% | +3,418+380.2% | Added |
| NorthRock Partners, LLC | 4,297 | $1.25M | 0.02% | +1,096+34.2% | Added |
| HBK Sorce Advisory LLC | 4,209 | $1.25M | 0.03% | +56+1.3% | Added |
| Tiaa Trust, National Association | 4,317 | $1.26M | 0.08% | −34,951−89.0% | Reduced |
| Belpointe Asset Management LLC | 4,337 | $1.27M | 0.05% | −212−4.7% | Reduced |
| RMB Capital Management, LLC | 4,344 | $1.27M | 0.02% | +286+7.0% | Added |
| Equitable Trust Co | 4,354 | $1.27M | 0.06% | +69+1.6% | Added |
| Bailard, Inc. | 4,375 | $1.28M | 0.03% | −172−3.8% | Reduced |
| MWA Asset Management | 4,374 | $1.28M | 0.70% | +352+8.8% | Added |
| Syon Capital LLC | 4,382 | $1.28M | 0.06% | +360+9.0% | Added |
| JNBA Financial Advisors | 4,390 | $1.28M | 0.11% | −126−2.8% | Reduced |
| Somerset Group LLC | 4,303 | $1.29M | 0.96% | 00.0% | Unchanged |
| Tradewinds, LLC. | 4,251 | $1.30M | 0.42% | 00.0% | Unchanged |
| Diversified Trust Co | 4,485 | $1.31M | 0.02% | −7,422−62.3% | Reduced |
| PFG Advisors | 4,493 | $1.31M | 0.06% | +805+21.8% | Added |
| Fiduciary Trust Co | 4,498 | $1.31M | 0.02% | −118−2.6% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 4,506 | $1.31M | 0.35% | −214−4.5% | Reduced |
| Investors Asset Management of Georgia Inc | 4,511 | $1.32M | 0.54% | +150+3.4% | Added |