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 |
|---|---|---|---|---|---|
| Callan Family Office, LLC | 6,463 | $1.89M | 0.04% | −679−9.5% | Reduced |
| Resources Management Corp | 6,483 | $1.89M | 0.25% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 6,511 | $1.90M | 0.06% | −91−1.4% | Reduced |
| Warren Averett Asset Management, LLC | 6,526 | $1.90M | 0.01% | +1,159+21.6% | Added |
| DAGCO, Inc. | 6,531 | $1.91M | 0.41% | +20.0% | Added |
| LRI Investments, LLC | 6,571 | $1.92M | 0.17% | +240+3.8% | Added |
| Krilogy Financial LLC | 6,421 | $1.92M | 0.06% | +2,427+60.8% | Added |
| Ballast, Inc. | 6,584 | $1.92M | 0.44% | +56+0.9% | Added |
| Harbour Investments, Inc. | 6,591 | $1.92M | 0.03% | +530+8.7% | Added |
| CI Private Wealth, LLC | 6,614 | $1.93M | 0.00% | +6,614 | New |
| Johnson Investment Counsel Inc | 6,612 | $1.93M | 0.02% | −710−9.7% | Reduced |
| Smithfield Trust Co | 6,620 | $1.93M | 0.08% | +2,745+70.8% | Added |
| Muhlenkamp & Co Inc | 6,627 | $1.93M | 0.51% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 6,642 | $1.94M | 1.41% | +2,736+70.0% | Added |
| Nicholas Hoffman & Company, LLC. | 6,711 | $1.96M | 0.05% | +37+0.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 6,732 | $1.96M | 0.01% | −1,675−19.9% | Reduced |
| Virtus Investment Advisers, Inc. | 6,746 | $1.97M | 0.54% | −367−5.2% | Reduced |
| Signaturefd, LLC | 6,881 | $2.01M | 0.03% | +222+3.3% | Added |
| Eagle Capital Management LLC | 6,900 | $2.01M | 0.01% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 6,905 | $2.01M | 0.35% | 00.0% | Unchanged |
| Dakota Wealth Management | 6,916 | $2.02M | 0.04% | −23−0.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 6,919 | $2.02M | 0.03% | −208−2.9% | Reduced |
| Naples Global Advisors, LLC | 7,050 | $2.06M | 0.15% | −553−7.3% | Reduced |
| Aptus Capital Advisors, LLC | 7,085 | $2.07M | 0.02% | −238−3.3% | Reduced |
| Caisse des Depots Et Consignations | 7,102 | $2.07M | 0.03% | 00.0% | Unchanged |
| Claro Advisors LLC | 7,139 | $2.08M | 0.25% | +1,112+18.5% | Added |
| Quadcap Wealth Management, LLC | 7,145 | $2.08M | 0.24% | −131−1.8% | Reduced |
| Snowden Capital Advisors LLC | 7,176 | $2.09M | 0.06% | −423−5.6% | Reduced |
| Parallel Advisors, LLC | 7,183 | $2.10M | 0.04% | +131+1.9% | Added |
| Meeder Advisory Services, Inc. | 7,214 | $2.10M | 0.09% | +287+4.1% | Added |
| Webster Bank, N. A. | 7,216 | $2.10M | 0.20% | −505−6.5% | Reduced |
| SlateStone Wealth, LLC | 7,232 | $2.11M | 0.17% | +946+15.0% | Added |
| Tokio Marine Asset Management Co Ltd | 7,239 | $2.11M | 0.08% | 00.0% | Unchanged |
| Virtue Asset Management LLC | 7,246 | $2.11M | 1.68% | −224−3.0% | Reduced |
| Summit Global Investments | 7,276 | $2.12M | 0.13% | +2,180+42.8% | Added |
| Coldstream Capital Management Inc | 7,289 | $2.13M | 0.03% | +1,486+25.6% | Added |
| Venture Visionary Partners LLC | 7,368 | $2.15M | 0.07% | +33+0.4% | Added |
| Clearstead Advisors, LLC | 7,372 | $2.15M | 0.02% | −461−5.9% | Reduced |
| JT Stratford LLC | 7,393 | $2.16M | 0.27% | +38+0.5% | Added |
| Concurrent Investment Advisors, LLC | 7,436 | $2.17M | 0.02% | −133−1.8% | Reduced |
| Azimuth Capital Investment Management LLC | 7,442 | $2.17M | 0.08% | −1,045−12.3% | Reduced |
| Tectonic Advisors LLC | 7,492 | $2.19M | 0.12% | −778−9.4% | Reduced |
| We Are One Seven, LLC | 7,503 | $2.19M | 0.04% | −710−8.6% | Reduced |
| Weaver Capital Management LLC | 7,521 | $2.19M | 0.48% | −635−7.8% | Reduced |
| First National Trust Co | 7,525 | $2.19M | 0.07% | −117−1.5% | Reduced |
| Cary Street Partners Financial LLC | 7,528 | $2.20M | 0.05% | +11+0.1% | Added |
| Nicolet Bankshares Inc | 7,580 | $2.20M | 0.08% | +7,580 | New |
| Mitchell McLeod Pugh & Williams Inc | 7,558 | $2.20M | 0.33% | −46−0.6% | Reduced |
| Focus Financial Network, Inc. | 7,592 | $2.21M | 0.08% | −599−7.3% | Reduced |
| Founders Financial Securities LLC | 7,363 | $2.23M | 0.13% | −341−4.4% | Reduced |
| Ascent Group, LLC | 7,717 | $2.25M | 0.08% | +127+1.7% | Added |
| E. Ohman J:or Asset Management AB | 7,720 | $2.25M | 0.06% | 00.0% | Unchanged |
| Arrow Financial Corp | 7,798 | $2.27M | 0.23% | −347−4.3% | Reduced |
| Empirical Finance, LLC | 7,894 | $2.30M | 0.11% | −17−0.2% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 7,925 | $2.31M | 1.49% | −562−6.6% | Reduced |
| Bank & Trust Co | 7,933 | $2.31M | 1.56% | −76−0.9% | Reduced |
| Essex Financial Services, Inc. | 7,947 | $2.32M | 0.13% | +15+0.2% | Added |
| Concord Asset Management, LLC | 7,991 | $2.33M | 0.39% | +318+4.1% | Added |
| Capital Wealth Planning, LLC | 8,000 | $2.33M | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 8,025 | $2.34M | 0.05% | −13−0.2% | Reduced |
| Concord Wealth Partners | 8,057 | $2.35M | 0.31% | +302+3.9% | Added |
| CoreCap Advisors, LLC | 8,091 | $2.36M | 0.08% | −814−9.1% | Reduced |
| Spire Wealth Management | 8,134 | $2.37M | 0.08% | +12+0.1% | Added |
| Cim, LLC | 8,147 | $2.38M | 0.34% | +20.0% | Added |
| Cornerstone Planning, LLC | 8,182 | $2.39M | 0.54% | +649+8.6% | Added |
| Canandaigua National Corp | 8,196 | $2.39M | 0.21% | +8,196 | New |
| Oppenheimer & Co Inc | 8,204 | $2.39M | 0.03% | +8,204 | New |
| Saudi Central Bank | 8,234 | $2.40M | 0.05% | +8,234 | New |
| Smith, Salley & Associates | 8,241 | $2.40M | 0.12% | +350+4.4% | Added |
| Kepler Cheuvreux (Suisse) SA | 8,297 | $2.42M | 0.16% | +3,275+65.2% | Added |
| Accredited Investors Inc. | 8,300 | $2.42M | 0.13% | 00.0% | Unchanged |
| Greenleaf Trust | 8,360 | $2.44M | 0.02% | −1,676−16.7% | Reduced |
| Ossiam | 8,361 | $2.44M | 0.04% | +4,407+111.5% | Added |
| Carmel Capital Partners, LLC | 8,475 | $2.47M | 0.89% | +112+1.3% | Added |
| Summit Trail Advisors, LLC | 8,492 | $2.48M | 0.04% | +2,444+40.4% | Added |
| Kimelman & Baird, LLC | 8,514 | $2.48M | 0.20% | +8,514 | New |
| Diversify Wealth Management, LLC | 8,218 | $2.48M | 0.04% | +7,467+994.3% | Added |
| Polymer Capital Management (US) LLC | 8,687 | $2.53M | 0.38% | +7,488+624.5% | Added |
| Jacobi Capital Management LLC | 8,697 | $2.54M | 0.14% | +236+2.8% | Added |
| Avalon Trust Co | 8,784 | $2.56M | 0.18% | +35+0.4% | Added |
| GWM Advisors LLC | 8,799 | $2.57M | 0.01% | −23,000−72.3% | Reduced |
| Ashford Capital Management Inc | 8,833 | $2.58M | 0.32% | +1,069+13.8% | Added |
| Benin Management CORP | 8,868 | $2.59M | 0.58% | +488+5.8% | Added |
| Canada Post Corp Registered Pension Plan | 8,971 | $2.62M | 0.10% | +2,187+32.2% | Added |
| GSB Wealth Management, LLC | 8,975 | $2.62M | 0.59% | −28−0.3% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 8,980 | $2.62M | 0.65% | −29−0.3% | Reduced |
| Metis Global Partners, LLC | 9,035 | $2.64M | 0.06% | −1,434−13.7% | Reduced |
| Choate Investment Advisors | 9,066 | $2.64M | 0.05% | −33−0.4% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 9,088 | $2.65M | 0.12% | −52−0.6% | Reduced |
| Twin Capital Management Inc | 9,165 | $2.67M | 0.34% | −15−0.2% | Reduced |
| Moors & Cabot, Inc. | 9,202 | $2.68M | 0.11% | +15+0.2% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 9,220 | $2.69M | 0.73% | −1,216−11.7% | Reduced |
| AssuredPartners Investment Advisors, LLC | 9,110 | $2.69M | 0.29% | +301+3.4% | Added |
| Brighton Jones LLC | 9,242 | $2.70M | 0.06% | +9,242 | New |
| Voleon Capital Management LP | 9,294 | $2.71M | 0.06% | −1,488−13.8% | Reduced |
| Stephens Inc | 9,317 | $2.72M | 0.03% | −228−2.4% | Reduced |
| Kentucky Retirement Systems | 30,058 | $2.72M | 0.20% | +15,864+111.8% | Added |
| Skopos Labs, Inc. | 9,369 | $2.73M | 0.09% | +2,166+30.1% | Added |
| Everence Capital Management Inc | 9,403 | $2.74M | 0.17% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 9,453 | $2.76M | 0.13% | −200−2.1% | Reduced |