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 |
|---|---|---|---|---|---|
| UMA Financial Services, Inc. | 239 | $69.7K | 0.01% | +18+8.1% | Added |
| Keating Financial Advisory Services, Inc. | 244 | $71.2K | 0.01% | +40+19.6% | Added |
| Independence Bank of Kentucky | 247 | $72.0K | 0.01% | −7−2.8% | Reduced |
| Battery Global Advisors, LLC | 250 | $72.9K | 0.04% | −4−1.6% | Reduced |
| Monetary Management Group Inc | 251 | $73.2K | 0.02% | 00.0% | Unchanged |
| Triumph Capital Management | 266 | $77.6K | 0.02% | +6+2.3% | Added |
| Miller Capital Partners, Inc. | 267 | $77.9K | 0.04% | 00.0% | Unchanged |
| Blueline Advisors LLC | 272 | $79.3K | 0.06% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 277 | $80.8K | 0.01% | −906−76.6% | Reduced |
| Princeton Global Asset Management LLC | 278 | $81.1K | 0.01% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 278 | $81.1K | 0.02% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 279 | $81.4K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 284 | $82.8K | 0.05% | +8+2.9% | Added |
| Coastline Trust Co | 285 | $83.1K | 0.01% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 293 | $85.5K | 0.03% | +293 | New |
| Murphy & Mullick Capital Management Corp | 295 | $86.1K | 0.06% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 299 | $87.2K | 0.01% | +124+70.9% | Added |
| First Financial Corp | 300 | $87.5K | 0.03% | −51−14.5% | Reduced |
| Southern Michigan Bank & Trust | 300 | $87.5K | 0.03% | +300 | New |
| WPG Advisers, LLC | 301 | $87.8K | 0.06% | −39−11.5% | Reduced |
| First Command Advisory Services, Inc. | 304 | $88.7K | 0.00% | +91+42.7% | Added |
| Main Street Group, LTD | 304 | $88.7K | 0.03% | +304 | New |
| Private Wealth Management Group, LLC | 305 | $89.0K | 0.02% | +100+48.8% | Added |
| Tower Trust & Investment Co | 308 | $89.8K | 0.06% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 308 | $90.0K | 0.01% | −10−3.1% | Reduced |
| Peoples Financial Services Corp. | 309 | $90.1K | 0.04% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 321 | $93.5K | 0.02% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 322 | $93.9K | 0.03% | +322 | New |
| Albion Financial Group | 324 | $94.5K | 0.01% | +15+4.9% | Added |
| IMA Wealth, Inc. | 331 | $96.5K | 0.01% | +4+1.2% | Added |
| VSM Wealth Advisory, LLC | 336 | $98.0K | 0.03% | +102+43.6% | Added |
| CKW Financial Group | 344 | $100.0K | 0.01% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 345 | $100.3K | 0.08% | +150+76.9% | Added |
| JPL Wealth Management, LLC | 347 | $101.2K | 0.02% | +347 | New |
| Trifecta Capital Advisors, LLC | 350 | $102.1K | 0.02% | −50−12.5% | Reduced |
| Generali Investments, Management Co LLC | 356 | $103.8K | 0.02% | −354−49.9% | Reduced |
| Bangor Savings Bank | 356 | $103.8K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 358 | $104.4K | 0.01% | −4−1.1% | Reduced |
| First United Bank Trust | 359 | $104.7K | 0.03% | 00.0% | Unchanged |
| Financial Life Planners | 360 | $104.9K | 0.08% | +360 | New |
| Motco | 369 | $107.6K | 0.01% | −18−4.7% | Reduced |
| Strive Financial Group ,LLC | 369 | $108.0K | 0.06% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 373 | $108.8K | 0.04% | +10+2.8% | Added |
| Harvest Fund Management Co., Ltd | 382 | $111.0K | 0.00% | −1,219−76.1% | Reduced |
| City Holding Co | 381 | $111.1K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 384 | $112.0K | 0.01% | +10+2.7% | Added |
| Washington Trust Advisors, Inc. | 398 | $116.1K | 0.01% | +2+0.5% | Added |
| Duncker Streett & Co Inc | 399 | $116.5K | 0.02% | +250+167.8% | Added |
| Financial Consulate, Inc | 400 | $116.7K | 0.01% | +28+7.5% | Added |
| Bravera Wealth | 410 | $119.6K | 0.05% | 00.0% | Unchanged |
| Burk Holdings LLC | 414 | $120.8K | 0.05% | +414 | New |
| Frazier Financial Advisors, LLC | 428 | $124.8K | 0.07% | −4−0.9% | Reduced |
| Golden State Wealth Management, LLC | 452 | $131.8K | 0.01% | +52+13.0% | Added |
| Financial Freedom, LLC | 465 | $135.6K | 0.07% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 468 | $136.5K | 0.14% | +26+5.9% | Added |
| S.A. Mason LLC | 474 | $138.3K | 0.05% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 475 | $138.5K | 0.00% | +475 | New |
| Financial Perspectives, Inc | 480 | $140.0K | 0.04% | +100+26.3% | Added |
| Covestor Ltd | 482 | $141.0K | 0.10% | −861−64.1% | Reduced |
| Leonteq Securities AG | 490 | $142.9K | 0.01% | +264+116.8% | Added |
| True Wealth Design, LLC | 490 | $142.9K | 0.04% | +94+23.7% | Added |
| Prestige Wealth Management Group LLC | 497 | $145.0K | 0.03% | −74−13.0% | Reduced |
| Smallwood Wealth Investment Management, LLC | 499 | $145.7K | 0.08% | −24−4.6% | Reduced |
| Tanglewood Legacy Advisors, LLC | 500 | $145.8K | 0.05% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 500 | $145.8K | 0.08% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 500 | $145.8K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 507 | $147.9K | 0.05% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 515 | $150.2K | 0.04% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 500 | $150.4K | 0.06% | −3−0.6% | Reduced |
| Beaird Harris Wealth Management, LLC | 527 | $153.7K | 0.01% | −11−2.0% | Reduced |
| Addison Advisors LLC | 535 | $156.1K | 0.03% | +56+11.7% | Added |
| CGC Financial Services, LLC | 536 | $156.3K | 0.05% | 00.0% | Unchanged |
| Munich Reinsurance Co Stock Corp in Munich | 545 | $159.0K | 0.00% | −12,830−95.9% | Reduced |
| Estabrook Capital Management | 560 | $163.3K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 573 | $167.1K | 0.01% | −49−7.9% | Reduced |
| Bruce G. Allen Investments, LLC | 580 | $169.2K | 0.11% | −37−6.0% | Reduced |
| Strategic Investment Advisors | 590 | $172.0K | 0.01% | +590 | New |
| MV Capital Management, Inc. | 591 | $172.4K | 0.02% | −69−10.5% | Reduced |
| Spurstone Advisory Services, LLC | 596 | $173.8K | 2.98% | 00.0% | Unchanged |
| Investors Research Corp | 600 | $175.0K | 0.03% | −86−12.5% | Reduced |
| Onefund, LLC | 612 | $177.8K | 0.11% | −44−6.7% | Reduced |
| Hilltop National Bank | 612 | $178.5K | 0.04% | 00.0% | Unchanged |
| McMillan Office, Inc. | 625 | $182.3K | 0.02% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 628 | $183.2K | 0.12% | 00.0% | Unchanged |
| Adirondack Trust Co | 630 | $183.8K | 0.06% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 631 | $184.1K | 0.10% | 00.0% | Unchanged |
| Clean Yield Group | 650 | $189.6K | 0.05% | −21−3.1% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 652 | $190.3K | 0.06% | +1+0.2% | Added |
| Harbor Investment Advisory, LLC | 668 | $194.8K | 0.02% | −62−8.5% | Reduced |
| Fairscale Capital, LLC | 679 | $198.1K | 0.14% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 686 | $200.0K | 0.01% | +686 | New |
| First Interstate Bank | 686 | $200.1K | 0.01% | −5−0.7% | Reduced |
| Bensler, LLC | 688 | $200.8K | 0.02% | −12−1.7% | Reduced |
| Stonebridge Financial Group, LLC | 691 | $201.6K | 0.02% | +691 | New |
| CMG Global Holdings, LLC | 692 | $201.8K | 0.10% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 692 | $201.8K | 0.01% | 00.0% | Unchanged |
| Clear Wave Wealth Management LLC | 692 | $201.8K | 0.05% | +692 | New |
| Element Wealth, LLC | 692 | $201.9K | 0.08% | +692 | New |
| Trust Co of Virginia | 696 | $203.0K | 0.02% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 696 | $203.1K | 0.03% | −106−13.2% | Reduced |