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 |
|---|---|---|---|---|---|
| Coastal Bridge Advisors, LLC | 4,513 | $1.32M | 0.09% | +255+6.0% | Added |
| AA Financial Advisors, LLC | 4,618 | $1.35M | 0.19% | +333+7.8% | Added |
| IFC Advisors LLC | 4,629 | $1.35M | 0.19% | −20.0% | Reduced |
| Catalyst Funds Management Pty Ltd | 4,648 | $1.36M | 0.23% | +3,568+330.4% | Added |
| Rothschild Investment LLC | 4,665 | $1.36M | 0.07% | +569+13.9% | Added |
| AMG National Trust Bank | 4,666 | $1.36M | 0.03% | +1,000+27.3% | Added |
| Private Trust Co NA | 4,729 | $1.38M | 0.12% | −186−3.8% | Reduced |
| Wealthspire Advisors, LLC | 4,733 | $1.38M | 0.01% | −371−7.3% | Reduced |
| Clare Market Investments LLC | 4,736 | $1.38M | 0.29% | +4,736 | New |
| Geneos Wealth Management Inc. | 4,738 | $1.38M | 0.03% | −11−0.2% | Reduced |
| Westpac Banking Corp | 4,747 | $1.38M | 0.10% | +3,428+259.9% | Added |
| Farringdon Capital, Ltd. | 4,762 | $1.39M | 0.30% | +509+12.0% | Added |
| Qsemble Capital Management, LP | 4,770 | $1.39M | 0.11% | +4,770 | New |
| Procyon Private Wealth Partners, LLC | 4,809 | $1.40M | 0.07% | +3+0.1% | Added |
| JSF Financial, LLC | 4,817 | $1.40M | 0.28% | +873+22.1% | Added |
| Trust Co of Toledo NA | 4,818 | $1.41M | 0.13% | +10.0% | Added |
| Plato Investment Management Ltd | 4,839 | $1.41M | 0.09% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 4,846 | $1.41M | 0.02% | +258+5.6% | Added |
| Sigma Planning Corp | 4,856 | $1.42M | 0.04% | −117−2.4% | Reduced |
| SRS Capital Advisors, Inc. | 4,920 | $1.44M | 0.04% | +1,799+57.6% | Added |
| CIBC World Markets Inc. | 4,991 | $1.46M | 0.00% | −426−7.9% | Reduced |
| Dynamic Advisor Solutions LLC | 4,999 | $1.46M | 0.05% | +28+0.6% | Added |
| IPG Investment Advisors LLC | 5,044 | $1.47M | 0.25% | +5,044 | New |
| Commonwealth Retirement Investments LLC | 5,058 | $1.48M | 0.46% | +369+7.9% | Added |
| Qtron Investments LLC | 5,083 | $1.48M | 0.20% | +1,354+36.3% | Added |
| Barden Capital Management, Inc. | 5,098 | $1.49M | 1.27% | +163+3.3% | Added |
| Institute for Wealth Management, LLC. | 5,103 | $1.49M | 0.16% | −8−0.2% | Reduced |
| Joel Isaacson & Co., LLC | 5,107 | $1.49M | 0.05% | +10.0% | Added |
| Tevis Investment Management | 5,115 | $1.49M | 0.85% | −1,490−22.6% | Reduced |
| Plimoth Trust Co LLC | 5,125 | $1.49M | 0.33% | +193+3.9% | Added |
| Lowe Brockenbrough & Co Inc | 5,144 | $1.50M | 0.07% | −110−2.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,149 | $1.50M | 0.08% | +879+20.6% | Added |
| Hilltop Holdings Inc. | 5,153 | $1.50M | 0.14% | +3,886+306.7% | Added |
| Transamerica Financial Advisors, Inc. | 5,155 | $1.50M | 0.13% | +528+11.4% | Added |
| Guyasuta Investment Advisors Inc | 5,165 | $1.51M | 0.09% | 00.0% | Unchanged |
| Providence Wealth Advisors, LLC | 5,178 | $1.51M | 0.96% | +60+1.2% | Added |
| Haverford Trust Co | 5,175 | $1.51M | 0.01% | −35−0.7% | Reduced |
| Corsicana & Co. | 5,709 | $1.51M | 0.96% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 5,180 | $1.51M | 0.42% | −228−4.2% | Reduced |
| Smartleaf Asset Management LLC | 5,188 | $1.51M | 0.05% | +315+6.5% | Added |
| Stratos Wealth Partners, LTD. | 5,220 | $1.52M | 0.02% | +2,895+124.5% | Added |
| Independent Advisor Alliance | 5,227 | $1.52M | 0.02% | −22,173−80.9% | Reduced |
| Glenview Trust Co | 5,233 | $1.53M | 0.02% | −52−1.0% | Reduced |
| First National Advisers, LLC | 5,238 | $1.53M | 0.22% | −1,700−24.5% | Reduced |
| Bridges Investment Management Inc | 5,246 | $1.53M | 0.02% | −157−2.9% | Reduced |
| Roundview Capital LLC | 5,248 | $1.53M | 0.10% | −35−0.7% | Reduced |
| Arvest Investments, Inc. | 5,297 | $1.55M | 0.21% | −67−1.2% | Reduced |
| Natural Investments, LLC | 5,306 | $1.55M | 0.38% | −92−1.7% | Reduced |
| Pallas Capital Advisors LLC | 5,315 | $1.55M | 0.06% | +22+0.4% | Added |
| Virtu Financial LLC | 5,355 | $1.56M | 0.06% | −2,532−32.1% | Reduced |
| Bank of New Hampshire | 5,378 | $1.57M | 0.36% | +2,875+114.9% | Added |
| Sumitomo Life Insurance Co | 5,383 | $1.57M | 0.04% | +147+2.8% | Added |
| Twinbeech Capital LP | 5,397 | $1.57M | 0.16% | +4,032+295.4% | Added |
| Gateway Investment Advisers LLC | 5,402 | $1.58M | 0.02% | −26,975−83.3% | Reduced |
| Impax Asset Management Group plc | 5,543 | $1.62M | 0.01% | +5,543 | New |
| South Dakota Investment Council | 5,570 | $1.63M | 0.03% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 5,575 | $1.63M | 0.66% | −13−0.2% | Reduced |
| Net Worth Advisory Group | 5,588 | $1.63M | 0.34% | −156−2.7% | Reduced |
| Rydar Equities, Inc. | 5,596 | $1.63M | 1.26% | +151+2.8% | Added |
| MB, Levis & Associates, LLC | 5,620 | $1.64M | 0.68% | +40+0.7% | Added |
| FRG Family Wealth Advisors LLC | 5,649 | $1.65M | 0.27% | −1,876−24.9% | Reduced |
| V-Square Quantitative Management LLC | 5,662 | $1.65M | 0.17% | +384+7.3% | Added |
| Beacon Financial Group | 5,740 | $1.67M | 0.17% | −576−9.1% | Reduced |
| Massmutual Trust Co FSB | 5,764 | $1.68M | 0.05% | −53−0.9% | Reduced |
| Davenport & Co LLC | 5,765 | $1.68M | 0.01% | +232+4.2% | Added |
| Dynamic Technology Lab Private Ltd | 5,767 | $1.68M | 0.28% | −117−2.0% | Reduced |
| Exchange Traded Concepts, LLC | 5,777 | $1.69M | 0.01% | +687+13.5% | Added |
| Benjamin Edwards Inc | 5,787 | $1.69M | 0.02% | +258+4.7% | Added |
| Securian Asset Management, Inc | 5,866 | $1.71M | 0.07% | −199−3.3% | Reduced |
| Johnson Financial Group, Inc. | 5,878 | $1.71M | 0.06% | −87−1.5% | Reduced |
| Profund Advisors LLC | 5,881 | $1.72M | 0.06% | −489−7.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 5,892 | $1.72M | 0.09% | +36+0.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 5,950 | $1.74M | 0.12% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 5,956 | $1.74M | 0.11% | −35−0.6% | Reduced |
| Churchill Financial Advisors, LLC | 5,964 | $1.74M | 0.37% | +528+9.7% | Added |
| MUFG Securities Americas Inc. | 5,983 | $1.75M | 0.11% | −26−0.4% | Reduced |
| Phoenix Holdings Ltd. | 6,234 | $1.75M | 0.02% | +684+12.3% | Added |
| Vaughan David Investments LLC | 6,000 | $1.75M | 0.04% | −109−1.8% | Reduced |
| Agate Pass Investment Management, LLC | 6,025 | $1.76M | 0.69% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 6,026 | $1.76M | 0.04% | +1,282+27.0% | Added |
| Courier Capital LLC | 6,027 | $1.76M | 0.10% | +2,027+50.7% | Added |
| BSW Wealth Partners | 6,027 | $1.76M | 0.21% | −212−3.4% | Reduced |
| Spartan Wealth Advisory Services LLC | 6,035 | $1.76M | 0.15% | +6,035 | New |
| WBH Advisory Inc | 6,085 | $1.77M | 0.13% | −673−10.0% | Reduced |
| Gen-Wealth Partners Inc | 6,082 | $1.77M | 0.56% | +136+2.3% | Added |
| Ashton Thomas Private Wealth, LLC | 6,087 | $1.78M | 0.04% | +18+0.3% | Added |
| Sivia Capital Partners, LLC | 6,089 | $1.78M | 0.34% | +4,168+217.0% | Added |
| Fayez Sarofim & Co | 6,098 | $1.78M | 0.00% | −700−10.3% | Reduced |
| PYA Waltman Capital, LLC | 6,142 | $1.79M | 0.50% | −154−2.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,147 | $1.79M | 0.03% | +916+17.5% | Added |
| Douglass Winthrop Advisors, LLC | 6,153 | $1.79M | 0.03% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 6,198 | $1.81M | 0.03% | −23−0.4% | Reduced |
| TD Private Client Wealth LLC | 6,212 | $1.81M | 0.04% | −202−3.1% | Reduced |
| Weiss Asset Management LP | 6,240 | $1.82M | 0.03% | +6,240 | New |
| Sciencast Management LP | 6,248 | $1.82M | 0.23% | +554+9.7% | Added |
| Kestra Private Wealth Services, LLC | 6,270 | $1.83M | 0.02% | −2,283−26.7% | Reduced |
| Resources Investment Advisors, LLC. | 6,355 | $1.85M | 0.02% | −1,259−16.5% | Reduced |
| Convergence Investment Partners, LLC | 6,379 | $1.86M | 0.30% | +1,940+43.7% | Added |
| North Dakota State Investment Board | 6,448 | $1.88M | 0.08% | −1,306−16.8% | Reduced |
| IHT Wealth Management, LLC | 6,456 | $1.88M | 0.04% | −10−0.2% | Reduced |