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 |
|---|---|---|---|---|---|
| Montag A & Associates Inc | 9,508 | $2.77M | 0.13% | −662−6.5% | Reduced |
| Lighthouse Financial Services Inc | 9,289 | $2.78M | 0.63% | −289−3.0% | Reduced |
| CenterBook Partners LP | 9,553 | $2.79M | 0.15% | +9,553 | New |
| Crossmark Global Holdings, Inc. | 9,560 | $2.79M | 0.04% | −99−1.0% | Reduced |
| Nilsine Partners, LLC | 9,201 | $2.79M | 0.22% | −710−7.2% | Reduced |
| Academy Capital Management Inc | 9,617 | $2.81M | 0.40% | −1,000−9.4% | Reduced |
| DSG Capital Advisors, LLC | 9,655 | $2.82M | 0.45% | 00.0% | Unchanged |
| Pinebridge Investments LLC | 9,722 | $2.84M | 0.02% | −57,037−85.4% | Reduced |
| Wesleyan Assurance Society | 9,740 | $2.84M | 0.17% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 9,863 | $2.87M | 0.00% | −111−1.1% | Reduced |
| Burney Co | 9,840 | $2.87M | 0.09% | −1,469−13.0% | Reduced |
| KKM Financial LLC | 10,099 | $2.93M | 0.52% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 9,771 | $2.95M | 0.19% | −4,179−30.0% | Reduced |
| EP Wealth Advisors, LLC | 10,139 | $2.96M | 0.01% | −33−0.3% | Reduced |
| White Pine Capital LLC | 10,144 | $2.96M | 0.80% | −100−1.0% | Reduced |
| Eagle Rock Investment Company, LLC | 10,336 | $3.01M | 0.44% | −28−0.3% | Reduced |
| Equitable Holdings, Inc. | 10,449 | $3.04M | 0.02% | +4,981+91.1% | Added |
| Farther Finance Advisors, LLC | 10,478 | $3.04M | 0.03% | +1,845+21.4% | Added |
| Evercore Wealth Management, LLC | 10,447 | $3.05M | 0.05% | −100−0.9% | Reduced |
| New Mexico Educational Retirement Board | 10,478 | $3.06M | 0.09% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 10,484 | $3.06M | 0.09% | +3,967+60.9% | Added |
| Peddock Capital Advisors, LLC | 10,519 | $3.07M | 0.68% | −112−1.1% | Reduced |
| Atlantic Union Bankshares Corp | 10,577 | $3.09M | 0.06% | −46−0.4% | Reduced |
| Kinneret Advisory, LLC | 10,613 | $3.10M | 0.29% | −471−4.2% | Reduced |
| Levin Capital Strategies, L.P. | 10,878 | $3.17M | 0.24% | −55−0.5% | Reduced |
| United Capital Financial Advisers, LLC | 10,937 | $3.19M | 0.02% | −10−0.1% | Reduced |
| Bleakley Financial Group, LLC | 10,938 | $3.19M | 0.05% | +358+3.4% | Added |
| Fulton Bank, N.A. | 10,973 | $3.20M | 0.11% | −615−5.3% | Reduced |
| Maryland State Retirement & Pension System | 10,973 | $3.20M | 0.07% | −180−1.6% | Reduced |
| Louisiana State Employees Retirement System | 11,000 | $3.21M | 0.06% | −400−3.5% | Reduced |
| Buckingham Strategic Partners | 11,022 | $3.22M | 0.03% | +134+1.2% | Added |
| Exeter Financial, LLC | 11,062 | $3.23M | 1.32% | +379+3.5% | Added |
| Pinnacle Holdings, LLC | 11,166 | $3.26M | 1.05% | +1,278+12.9% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 11,321 | $3.30M | 0.13% | −4,960−30.5% | Reduced |
| Patton Albertson Miller Group, LLC | 11,375 | $3.32M | 0.39% | −101−0.9% | Reduced |
| Delta Financial Advisors LLC | 11,382 | $3.32M | 0.86% | −482−4.1% | Reduced |
| Erste Asset Management GmbH | 11,516 | $3.36M | 0.03% | −100−0.9% | Reduced |
| Acropolis Investment Management, LLC | 11,547 | $3.37M | 0.15% | −765−6.2% | Reduced |
| Americana Partners, LLC | 11,578 | $3.38M | 0.09% | +7,097+158.4% | Added |
| Integrated Wealth Concepts LLC | 11,625 | $3.39M | 0.03% | +5,932+104.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 11,711 | $3.42M | 0.11% | +371+3.3% | Added |
| Third View Private Wealth, LLC | 11,719 | $3.42M | 0.47% | +502+4.5% | Added |
| Garner Asset Management Corp | 11,728 | $3.42M | 1.34% | +116+1.0% | Added |
| Abc Arbitrage SA | 11,740 | $3.42M | 0.45% | +10,642+969.2% | Added |
| Lincoln Capital LLC | 11,772 | $3.43M | 0.65% | +10.0% | Added |
| New Age Alpha Advisors, LLC | 11,838 | $3.45M | 0.16% | −24−0.2% | Reduced |
| William B. Walkup & Associates, Inc. | 13,139 | $3.47M | 2.07% | +218+1.7% | Added |
| Agf Management Ltd | 11,973 | $3.49M | 0.02% | +2,283+23.6% | Added |
| Compass Wealth Management LLC | 11,985 | $3.50M | 0.86% | +541+4.7% | Added |
| D.A. Davidson & Co. | 12,060 | $3.52M | 0.02% | +98+0.8% | Added |
| Banque Cantonale Vaudoise | 12,107 | $3.53M | 0.13% | −6,280−34.2% | Reduced |
| Ballentine Partners, LLC | 12,123 | $3.54M | 0.05% | +20.0% | Added |
| GAMMA Investing LLC | 12,135 | $3.54M | 0.17% | +1,250+11.5% | Added |
| Abn Amro Investment Solutions | 12,172 | $3.55M | 0.05% | +839+7.4% | Added |
| Asset Dedication, LLC | 12,335 | $3.60M | 0.25% | −2,465−16.7% | Reduced |
| Argent Advisors, Inc. | 12,358 | $3.60M | 0.98% | +231+1.9% | Added |
| Hartford Investment Management Co | 12,435 | $3.63M | 0.11% | −532−4.1% | Reduced |
| Bessemer Group Inc | 12,663 | $3.69M | 0.01% | +585+4.8% | Added |
| Vise Technologies, Inc. | 12,782 | $3.71M | 0.07% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 12,803 | $3.73M | 0.84% | −3,482−21.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 12,866 | $3.75M | 0.07% | +11+0.1% | Added |
| Omers Administration Corp | 13,006 | $3.79M | 0.02% | +3,342+34.6% | Added |
| Rossmore Private Capital | 13,059 | $3.81M | 0.34% | −121−0.9% | Reduced |
| Mizuho Securities USA LLC | 13,073 | $3.81M | 0.09% | −3,169−19.5% | Reduced |
| Osborne Partners Capital Management, LLC | 13,150 | $3.84M | 0.20% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 13,224 | $3.86M | 0.20% | +12,509+1,749.5% | Added |
| Tower Research Capital LLC (TRC) | 13,253 | $3.87M | 0.10% | −8,811−39.9% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 13,470 | $3.93M | 0.01% | 00.0% | Unchanged |
| 1st Source Bank | 13,550 | $3.95M | 0.20% | −140−1.0% | Reduced |
| Tower Bridge Advisors | 13,566 | $3.96M | 0.38% | +25+0.2% | Added |
| Hancock Whitney Corp | 12,990 | $3.96M | 0.07% | +78+0.6% | Added |
| Alps Advisors Inc | 13,650 | $3.98M | 0.02% | −2,652−16.3% | Reduced |
| Brinker Capital Investments, LLC | 13,799 | $4.02M | 0.03% | −2,934−17.5% | Reduced |
| iA Global Asset Management Inc. | 13,844 | $4.04M | 0.06% | +689+5.2% | Added |
| Pacer Advisors, Inc. | 13,886 | $4.05M | 0.01% | −11,521−45.3% | Reduced |
| RNC Capital Management LLC | 14,032 | $4.09M | 0.18% | −3,720−21.0% | Reduced |
| BKD Wealth Advisors, LLC | 14,136 | $4.12M | 0.08% | +228+1.6% | Added |
| Wakefield Asset Management LLLP | 14,176 | $4.13M | 1.10% | +63+0.4% | Added |
| GLOBALT Investments LLC | 14,394 | $4.20M | 0.15% | −768−5.1% | Reduced |
| Romano Brothers and Company | 14,552 | $4.24M | 0.48% | −33−0.2% | Reduced |
| RSM US Wealth Management LLC | 14,553 | $4.24M | 0.05% | +583+4.2% | Added |
| Atria Investments LLC | 14,617 | $4.26M | 0.05% | −4,639−24.1% | Reduced |
| Siemens Fonds Invest GmbH | 14,668 | $4.28M | 0.25% | +915+6.7% | Added |
| SGL Investment Advisors, Inc. | 14,511 | $4.31M | 1.62% | −5,073−25.9% | Reduced |
| Bokf, NA | 14,915 | $4.35M | 0.07% | −611−3.9% | Reduced |
| Blue Sparrow, LLC | 15,000 | $4.38M | 0.07% | 00.0% | Unchanged |
| Applied Capital LLC | 15,052 | $4.39M | 3.19% | −1,042−6.5% | Reduced |
| Lee Danner & Bass Inc | 15,069 | $4.40M | 0.28% | −700−4.4% | Reduced |
| FinArc Investments, Inc. | 15,147 | $4.42M | 4.25% | +15,147 | New |
| Vestmark Advisory Solutions, Inc. | 15,176 | $4.43M | 0.05% | −971−6.0% | Reduced |
| Savant Capital, LLC | 15,184 | $4.43M | 0.02% | +1,318+9.5% | Added |
| Prospera Financial Services Inc | 15,443 | $4.51M | 0.07% | −121−0.8% | Reduced |
| Laird Norton Trust Company, LLC | 15,607 | $4.55M | 0.10% | −371−2.3% | Reduced |
| Unison Advisors LLC | 15,628 | $4.56M | 0.35% | +60+0.4% | Added |
| Moody Aldrich Partners LLC | 15,761 | $4.60M | 0.83% | +15,761 | New |
| Advisory Services Network, LLC | 15,813 | $4.61M | 0.06% | +1,157+7.9% | Added |
| Principle Wealth Partners LLC | 15,863 | $4.63M | 0.26% | −64−0.4% | Reduced |
| Baker Avenue Asset Management, LP | 15,908 | $4.64M | 0.11% | +1,110+7.5% | Added |
| 1832 Asset Management L.P. | 15,981 | $4.66M | 0.01% | −1,665−9.4% | Reduced |
| NewEdge Wealth, LLC | 15,985 | $4.66M | 0.06% | −1,847−10.4% | Reduced |