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; 1,869 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
- 1,805
- +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
- 647 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 | 1,869 | $61.0B |
| Q1 2026 | 1,805 | $52.1B |
| Q4 2025 | 1,780 | $53.8B |
| Q3 2025 | 1,681 | $51.9B |
| Q2 2025 | 1,639 | $50.7B |
| Q1 2025 | 1,645 | $49.8B |
| Q4 2024 | 1,590 | $45.6B |
| Q3 2024 | 1,471 | $44.0B |
| Q2 2024 | 1,415 | $38.8B |
| Q1 2024 | 1,452 | $43.6B |
| Q4 2023 | 1,334 | $36.0B |
| Q3 2023 | 1,260 | $30.5B |
| Q2 2023 | 1,288 | $32.5B |
| Q1 2023 | 1,270 | $32.3B |
| Q4 2022 | 1,304 | $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 |
|---|---|---|---|---|---|
| Armstrong Advisory Group, Inc | 67 | $19.5K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 67 | $19.5K | 0.02% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 68 | $19.8K | 0.00% | +68 | New |
| Insight Financial Services | 69 | $20.1K | 0.01% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 72 | $21.0K | 0.00% | +72 | New |
| SOA Wealth Advisors, LLC. | 72 | $21.1K | 0.00% | −47−39.5% | Reduced |
| Old Point Trust & Financial Services N A | 73 | $21.3K | 0.01% | 00.0% | Unchanged |
| Ballast Advisors LLC | 73 | $21.3K | 0.01% | +73 | New |
| Kilter Group LLC | 76 | $22.2K | 0.01% | +16+26.7% | Added |
| Timothy G. Youngquist 2020 Irrevocable Trust | 79 | $23.0K | 0.01% | +79 | New |
| Basepoint Wealth LLC | 80 | $23.3K | 0.01% | +1+1.3% | Added |
| Swiss Re Ltd | 80 | $23.3K | 0.14% | 00.0% | Unchanged |
| Key Capital Management, INC | 80 | $23.3K | 0.02% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 83 | $24.2K | 0.01% | +4+5.1% | Added |
| HHM Wealth Advisors, LLC | 86 | $25.1K | 0.00% | +51+145.7% | Added |
| Kemnay Advisory Services Inc. | 87 | $25.4K | 0.00% | −1−1.1% | Reduced |
| Financial Management Professionals, Inc. | 87 | $25.4K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 88 | $25.7K | 0.01% | −2−2.2% | Reduced |
| Whipplewood Advisors, LLC | 90 | $26.3K | 0.01% | +90 | New |
| Torren Management, LLC | 90 | $26.4K | 0.01% | −267−74.8% | Reduced |
| Red Tortoise LLC | 91 | $26.4K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 91 | $26.5K | 0.02% | −9−9.0% | Reduced |
| Sachetta, LLC | 91 | $26.5K | 0.01% | +20+28.2% | Added |
| Entrust Financial LLC | 94 | $27.4K | 0.02% | −14−13.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 97 | $28.3K | 0.00% | −1,154−92.2% | Reduced |
| Gill Capital Partners, LLC | 98 | $28.6K | 0.01% | +98 | New |
| RHL Group, LLC | 98 | $28.6K | 0.02% | +98 | New |
| Lavaca Capital LLC | 100 | $29.2K | 0.01% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 100 | $29.2K | 0.01% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 100 | $29.2K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 100 | $29.2K | 0.01% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 104 | $30.3K | 0.01% | +1+1.0% | Added |
| DHJJ Financial Advisors, Ltd. | 105 | $30.6K | 0.01% | +30+40.0% | Added |
| Luken Investment Analytics, LLC | 106 | $30.9K | 0.01% | −2−1.9% | Reduced |
| New England Capital Financial Advisors LLC | 110 | $32.1K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 114 | $33.1K | 0.01% | +21+22.6% | Added |
| Clayton Financial Group LLC | 116 | $33.8K | 0.02% | −25−17.7% | Reduced |
| Nalls Sherbakoff Group, LLC | 120 | $35.0K | 0.03% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 120 | $35.0K | 0.02% | +120 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 121 | $35.3K | 0.01% | −81−40.1% | Reduced |
| YANKCOM Partnership | 121 | $35.3K | 0.01% | 00.0% | Unchanged |
| Vision Retirement, LLC | 125 | $36.5K | 0.01% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 125 | $36.5K | 0.06% | +125 | New |
| Magnolia Wealth Management, LLC | 126 | $36.7K | 0.02% | +126 | New |
| Newbridge Financial Services Group, Inc. | 127 | $37.2K | 0.01% | +118+1,311.1% | Added |
| Hughes Financial Services, LLC | 128 | $37.3K | 0.01% | +2+1.6% | Added |
| CDKV Holdings LLC | 129 | $37.6K | 0.03% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 130 | $37.9K | 0.03% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 133 | $38.8K | 0.02% | 00.0% | Unchanged |
| Walleye Capital LLC | 133 | $38.8K | 0.00% | +132+13,200.0% | Added |
| Y.D. More Investments Ltd | 138 | $40.3K | 0.00% | −23−14.3% | Reduced |
| American National Bank | 141 | $41.1K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 150 | $43.8K | 0.00% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 150 | $43.8K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 150 | $43.8K | 0.02% | 00.0% | Unchanged |
| Walsh & Associates, LLC | 150 | $43.8K | 0.04% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 151 | $44.0K | 0.02% | +1+0.7% | Added |
| Wall Street Financial Group, Inc. | 151 | $44.0K | 0.03% | +151 | New |
| Sarver Vrooman Wealth Advisors | 153 | $44.6K | 0.03% | +8+5.5% | Added |
| Piscataqua Savings Bank | 158 | $46.1K | 0.03% | −60−27.5% | Reduced |
| Activest Wealth Management | 158 | $46.1K | 0.01% | +88+125.7% | Added |
| PlanVest Financial, Inc | 159 | $46.4K | 0.04% | +159 | New |
| Park Place Capital Corp | 160 | $46.7K | 0.01% | −2−1.2% | Reduced |
| Colonial Trust Advisors | 160 | $46.7K | 0.00% | 00.0% | Unchanged |
| High Point Wealth Management, LLC | 162 | $47.1K | 0.05% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 165 | $48.1K | 0.02% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 166 | $48.4K | 0.01% | +26+18.6% | Added |
| Ogorek Anthony Joseph | 169 | $49.0K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 168 | $49.3K | 0.01% | −138−45.1% | Reduced |
| Trust Co | 172 | $50.2K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 176 | $51.0K | 0.00% | +11+6.7% | Added |
| Napier Financial, LLC | 175 | $51.0K | 0.01% | +175 | New |
| Wolff Wiese Magana LLC | 178 | $51.9K | 0.03% | −34−16.0% | Reduced |
| Toth Financial Advisory Corp | 178 | $51.9K | 0.01% | 00.0% | Unchanged |
| Kennebec Savings Bank | 179 | $52.2K | 0.05% | 00.0% | Unchanged |
| Asset Planning,Inc | 184 | $53.8K | 0.04% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 188 | $54.8K | 0.00% | −12−6.0% | Reduced |
| Salomon & Ludwin, LLC | 189 | $55.6K | 0.00% | −55−22.5% | Reduced |
| Wealth Preservation Advisors, LLC | 191 | $55.7K | 0.05% | +126+193.8% | Added |
| Heritage Wealth Advisors | 194 | $56.6K | 0.00% | −25−11.4% | Reduced |
| Strategic Investment Solutions, Inc. | 196 | $57.0K | 0.01% | +4+2.1% | Added |
| Vestor Capital, LLC | 200 | $58.0K | 0.00% | −1,112−84.8% | Reduced |
| Knights of Columbus Asset Advisors LLC | 200 | $58.3K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 205 | $59.8K | 0.02% | −55−21.2% | Reduced |
| Vanguard National Trust Co | 206 | $60.1K | 0.00% | +206 | New |
| Sound Income Strategies, LLC | 209 | $60.6K | 0.00% | +5+2.5% | Added |
| CBIZ Investment Advisory Services, LLC | 208 | $60.7K | 0.00% | −49−19.1% | Reduced |
| Cornerstone Planning Group LLC | 203 | $61.0K | 0.01% | +18+9.7% | Added |
| Opal Wealth Advisors, LLC | 209 | $61.0K | 0.01% | +209 | New |
| Nemes Rush Group LLC | 209 | $61.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 214 | $62.4K | 0.00% | +10+4.9% | Added |
| Wilkerson Advisory Group LLC | 220 | $64.2K | 0.02% | +100+83.3% | Added |
| Country Trust Bank | 225 | $65.6K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 226 | $65.9K | 0.06% | −3−1.3% | Reduced |
| Sit Investment Associates Inc | 226 | $66.0K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 229 | $66.7K | 0.02% | +229 | New |
| Bell Investment Advisors, Inc | 234 | $68.3K | 0.01% | −2−0.8% | Reduced |
| Hilton Head Capital Partners, LLC | 235 | $68.5K | 0.04% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 237 | $69.1K | 0.00% | −51−17.7% | Reduced |
| Fortitude Family Office, LLC | 238 | $69.4K | 0.02% | +97+68.8% | Added |