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 |
|---|---|---|---|---|---|
| Chesley Taft & Associates LLC | 697 | $203.3K | 0.01% | +3+0.4% | Added |
| New Republic Capital, LLC | 699 | $203.8K | 0.07% | −331−32.1% | Reduced |
| Rodgers Brothers Inc. | 699 | $203.9K | 0.02% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 699 | $203.9K | 0.10% | +699 | New |
| Cohen & Steers, Inc. | 700 | $204.0K | 0.00% | +700 | New |
| Sandhill Capital Partners LLC | 700 | $204.2K | 0.02% | −10−1.4% | Reduced |
| Salzhauer Michael | 700 | $204.2K | 0.10% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 700 | $204.2K | 0.04% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 700 | $204.2K | 0.15% | 00.0% | Unchanged |
| Range Advisory, LLC | 701 | $204.5K | 0.04% | +701 | New |
| Ipswich Investment Management Co., Inc. | 701 | $204.5K | 0.05% | 00.0% | Unchanged |
| Grove Bank & Trust | 702 | $204.8K | 0.02% | +7+1.0% | Added |
| Sargent Investment Group, LLC | 705 | $205.6K | 0.03% | +705 | New |
| Peoples Bank | 709 | $206.8K | 0.13% | −3−0.4% | Reduced |
| Moss Adams Wealth Advisors LLC | 711 | $207.4K | 0.02% | +711 | New |
| Pettee Investors, Inc. | 680 | $207.5K | 0.11% | +680 | New |
| Deseret Mutual Benefit Administrators | 717 | $209.1K | 0.07% | +317+79.3% | Added |
| Hudson Bay Capital Management LP | 720 | $210.0K | 0.00% | −24,647−97.2% | Reduced |
| Mystic Asset Management, Inc. | 724 | $211.2K | 0.05% | 00.0% | Unchanged |
| Family Management Corp | 724 | $211.2K | 0.03% | +724 | New |
| First Financial Bank - Trust Division | 724 | $211.2K | 0.02% | −57−7.3% | Reduced |
| Alteri Wealth LLC | 725 | $211.4K | 0.07% | +2+0.3% | Added |
| Constant Guidance Financial LLC | 725 | $211.5K | 0.15% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 725 | $211.5K | 0.05% | +1+0.1% | Added |
| Ames National Corp | 726 | $211.8K | 0.13% | −5,326−88.0% | Reduced |
| Douglas Lane & Associates, LLC | 728 | $212.2K | 0.00% | 00.0% | Unchanged |
| One Capital Management, LLC | 728 | $212.4K | 0.01% | −174−19.3% | Reduced |
| Cassaday & Co Wealth Management LLC | 731 | $213.2K | 0.00% | +4+0.6% | Added |
| MTM Investment Management, LLC | 732 | $213.5K | 0.07% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 732 | $213.5K | 0.02% | +133+22.2% | Added |
| Valley National Advisers Inc | 736 | $214.0K | 0.03% | +13+1.8% | Added |
| Tranquility Partners, LLC | 734 | $214.1K | 0.08% | 00.0% | Unchanged |
| Maimon Wealth Management Ltd. | 734 | $214.2K | 0.19% | 00.0% | Unchanged |
| Milestone Asset Management Group, LLC | 736 | $214.8K | 0.13% | −118−13.8% | Reduced |
| Wick Capital Partners, LLC | 739 | $215.5K | 0.04% | +739 | New |
| Defiance ETFs, LLC | 739 | $215.6K | 0.00% | +739 | New |
| DB&C Advisors, LLC | 740 | $216.0K | 0.28% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 741 | $216.1K | 0.02% | +42+6.0% | Added |
| Kovack Advisors, Inc. | 742 | $216.5K | 0.01% | +742 | New |
| Vicus Capital | 744 | $216.9K | 0.02% | −9−1.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 730 | $217.0K | 0.00% | +30+4.3% | Added |
| Howard Capital Management Inc. | 744 | $217.0K | 0.00% | −728−49.5% | Reduced |
| Camden Capital, LLC | 745 | $217.2K | 0.01% | +745 | New |
| Silverlake Wealth Management LLC | 745 | $217.3K | 0.05% | 00.0% | Unchanged |
| Members Wealth LLC | 721 | $217.5K | 0.13% | +1+0.1% | Added |
| Parisi Gray Wealth Management | 746 | $217.6K | 0.05% | +2+0.3% | Added |
| Cornerstone Advisors Asset Management, LLC | 746 | $217.6K | 0.03% | 00.0% | Unchanged |
| Kure Advisory, LLC | 749 | $218.5K | 0.12% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 750 | $218.9K | 0.01% | +750 | New |
| Odyssean, LLC | 752 | $219.3K | 0.08% | +752 | New |
| Strathmore Capital Advisors, Inc. | 725 | $219.5K | 0.06% | +725 | New |
| Catalina Capital Group, LLC | 754 | $219.9K | 0.13% | +5+0.7% | Added |
| FJ Capital Management LLC | 754 | $219.9K | 0.02% | +754 | New |
| Fielder Capital Group LLC | 755 | $220.1K | 0.05% | +755 | New |
| Courage Miller Partners, LLC | 755 | $220.2K | 0.06% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 756 | $220.6K | 0.03% | −5−0.7% | Reduced |
| Adamsbrown Wealth Consultants LLC | 758 | $221.0K | 0.06% | +758 | New |
| CVA Family Office, LLC | 761 | $222.0K | 0.02% | +321+73.0% | Added |
| Highland Capital Management, LLC | 762 | $222.3K | 0.01% | −150−16.4% | Reduced |
| Signature Wealth Management Partners, LLC | 763 | $222.5K | 0.11% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 763 | $222.6K | 0.10% | +12+1.6% | Added |
| JGP Wealth Management, LLC | 763 | $222.6K | 0.02% | 00.0% | Unchanged |
| Norden Group LLC | 763 | $222.7K | 0.02% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 764 | $222.9K | 0.04% | −60−7.3% | Reduced |
| bLong Financial, LLC | 770 | $224.6K | 0.17% | −50−6.1% | Reduced |
| Allegheny Financial Group LTD | 772 | $225.5K | 0.03% | +30+4.0% | Added |
| Exchange Bank | 773 | $225.5K | 0.16% | 00.0% | Unchanged |
| TRB Wealth Management, LLC | 774 | $225.8K | 0.03% | +774 | New |
| Emerald Advisors, LLC | 775 | $226.0K | 0.03% | 00.0% | Unchanged |
| Payne Capital Management, LLC | 778 | $226.9K | 0.07% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 778 | $226.9K | 0.05% | +2+0.3% | Added |
| First Citizens Bank & Trust Co | 782 | $228.1K | 0.00% | +782 | New |
| Bell Bank | 782 | $228.1K | 0.01% | +2+0.3% | Added |
| FSM Wealth Advisors, LLC | 785 | $228.9K | 0.03% | +27+3.6% | Added |
| New England Research & Management, Inc. | 787 | $229.6K | 0.10% | 00.0% | Unchanged |
| Asset Allocation & Management Company, LLC | 790 | $230.0K | 0.09% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 790 | $230.4K | 0.35% | −46−5.5% | Reduced |
| Relyea Zuckerberg Hanson LLC | 790 | $230.4K | 0.02% | +790 | New |
| Pflug Koory, LLC | 792 | $231.0K | 0.11% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 794 | $231.6K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 794 | $231.6K | 0.10% | 00.0% | Unchanged |
| Torrey Growth & Income Advisors | 800 | $232.0K | 0.10% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 796 | $232.2K | 0.03% | +90+12.7% | Added |
| Blueshift Asset Management, LLC | 797 | $232.5K | 0.07% | +797 | New |
| EagleClaw Capital Managment, LLC | 800 | $233.3K | 0.03% | −346−30.2% | Reduced |
| Security National Bank of So Dak | 800 | $233.3K | 0.11% | 00.0% | Unchanged |
| First Community Trust NA | 800 | $233.3K | 0.17% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 800 | $233.3K | 0.03% | 00.0% | Unchanged |
| Home Federal Bank of Tennessee | 800 | $233.3K | 0.06% | +800 | New |
| Paces Ferry Wealth Advisors, LLC | 800 | $233.4K | 0.10% | −26−3.1% | Reduced |
| Global View Capital Management LLC | 801 | $233.6K | 0.06% | −722−47.4% | Reduced |
| Mayflower Financial Advisors, LLC | 805 | $234.8K | 0.03% | +9+1.1% | Added |
| MRP Capital Investments, LLC | 805 | $234.8K | 0.20% | 00.0% | Unchanged |
| Briggs Wealth Management, Inc | 807 | $235.4K | 0.25% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 808 | $235.7K | 0.08% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 809 | $235.8K | 0.09% | +26+3.3% | Added |
| Lombard Odier Asset Management (USA) Corp | 811 | $236.6K | 0.13% | +811 | New |
| Walker Asset Management, LLC | 812 | $236.8K | 0.13% | 00.0% | Unchanged |
| Horizons Wealth Management | 812 | $236.8K | 0.16% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 816 | $237.7K | 0.03% | +816 | New |