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 |
|---|---|---|---|---|---|
| Cahill Financial Advisors Inc | 816 | $237.9K | 0.03% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 816 | $238.0K | 0.02% | −120−12.8% | Reduced |
| Fort Point Capital Partners LLC | 817 | $238.4K | 0.03% | −457−35.9% | Reduced |
| Castle Rock Wealth Management, LLC | 811 | $238.5K | 0.05% | +27+3.4% | Added |
| Wayfinding Financial, LLC | 822 | $239.0K | 0.10% | +27+3.4% | Added |
| Basecamp Wealth Advisors LLC | 821 | $239.4K | 0.05% | +27+3.4% | Added |
| Alta Advisers Ltd | 825 | $240.6K | 0.09% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 833 | $242.0K | 0.00% | +16+2.0% | Added |
| Winthrop Advisory Group LLC | 830 | $242.0K | 0.02% | +4+0.5% | Added |
| Change Path, LLC | 833 | $243.0K | 0.01% | −320−27.8% | Reduced |
| E Fund Management Co., Ltd. | 834 | $243.3K | 0.01% | +834 | New |
| Carr Financial Group Corp | 838 | $244.5K | 0.06% | +5+0.6% | Added |
| Central Valley Advisors, LLC | 839 | $244.7K | 0.07% | +1+0.1% | Added |
| Sloy Dahl & Holst, LLC | 839 | $244.7K | 0.03% | 00.0% | Unchanged |
| Brian Low Financial Group, LLC | 840 | $245.0K | 0.17% | 00.0% | Unchanged |
| DV Trading LLC | 840 | $245.0K | 0.02% | +840 | New |
| MEMBERS Trust Co | 842 | $245.6K | 0.01% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 842 | $245.6K | 0.04% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 842 | $245.6K | 0.04% | +69+8.9% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 844 | $246.2K | 0.04% | +1+0.1% | Added |
| Warren Street Wealth Advisors, LLC | 846 | $246.8K | 0.06% | +846 | New |
| American Trust | 847 | $247.1K | 0.02% | −31−3.5% | Reduced |
| Sapient Capital LLC | 847 | $247.1K | 0.00% | +847 | New |
| Fiduciary Alliance LLC | 826 | $247.2K | 0.01% | −54−6.1% | Reduced |
| London & Capital Asset Management Ltd | 848 | $247.3K | 0.00% | −60−6.6% | Reduced |
| Canvas Wealth Advisors, LLC | 848 | $247.3K | 0.04% | −117−12.1% | Reduced |
| Kera Capital Partners, Inc. | 853 | $248.8K | 0.03% | +149+21.2% | Added |
| Nestegg Advisors, Inc. | 854 | $249.0K | 0.22% | −349−29.0% | Reduced |
| Hudson Value Partners, LLC | 856 | $249.7K | 0.07% | 00.0% | Unchanged |
| Fiera Capital Corp | 857 | $250.0K | 0.00% | 00.0% | Unchanged |
| Rockland Trust Co | 859 | $250.6K | 0.01% | 00.0% | Unchanged |
| Next Capital Management LLC | 860 | $250.8K | 0.08% | −145−14.4% | Reduced |
| Ironwood Financial, llc | 860 | $250.8K | 0.04% | 00.0% | Unchanged |
| Holland Advisory Services, Inc. | 860 | $250.8K | 0.34% | +860 | New |
| Spirepoint Private Client, LLC | 861 | $251.1K | 0.02% | −17−1.9% | Reduced |
| Blalock Williams, LLC | 862 | $251.4K | 0.19% | −40−4.4% | Reduced |
| Howard Financial Services, Ltd. | 862 | $251.4K | 0.03% | +114+15.2% | Added |
| Altfest L J & Co Inc | 862 | $251.5K | 0.03% | −16−1.8% | Reduced |
| Intrua Financial, LLC | 864 | $252.0K | 0.03% | 00.0% | Unchanged |
| Berman McAleer LLC | 864 | $252.0K | 0.03% | +16+1.9% | Added |
| Valtinson Bruner Financial Planning LLC | 869 | $253.6K | 0.07% | 00.0% | Unchanged |
| Westmount Partners, LLC | 869 | $253.6K | 0.06% | +1+0.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 872 | $254.3K | 0.03% | +9+1.0% | Added |
| Diversified Enterprises, LLC | 872 | $254.4K | 0.01% | +57+7.0% | Added |
| Beacon Investment Advisory Services, Inc. | 874 | $254.9K | 0.01% | −164−15.8% | Reduced |
| Thompson Siegel & Walmsley LLC | 873 | $255.0K | 0.00% | +102+13.2% | Added |
| McAdam, LLC | 880 | $256.7K | 0.01% | −1−0.1% | Reduced |
| Legacy Private Trust Co. | 880 | $256.7K | 0.02% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 880 | $256.7K | 0.02% | −33−3.6% | Reduced |
| Mission Creek Capital Partners, Inc. | 883 | $257.6K | 0.05% | +883 | New |
| Facet Wealth, Inc. | 886 | $258.4K | 0.00% | +886 | New |
| Headlands Technologies LLC | 886 | $258.4K | 0.03% | +886 | New |
| Global Assets Advisory, LLC | 887 | $258.7K | 0.08% | +7+0.8% | Added |
| Chilton Investment Co LLC | 892 | $260.2K | 0.01% | −8,883−90.9% | Reduced |
| Gladstone Institutional Advisory LLC | 892 | $260.2K | 0.01% | −68−7.1% | Reduced |
| Barnes Wealth Management Group, Inc | 893 | $260.5K | 0.13% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 895 | $261.1K | 0.03% | +19+2.2% | Added |
| Caerus Investment Advisors, LLC | 900 | $262.5K | 0.11% | −336−27.2% | Reduced |
| waypoint wealth counsel | 903 | $263.4K | 0.14% | −59−6.1% | Reduced |
| Investment Research Partners LLC | 904 | $263.7K | 0.11% | −5−0.6% | Reduced |
| Ellevest, Inc. | 905 | $264.0K | 0.04% | +54+6.3% | Added |
| MASTERINVEST Kapitalanlage GmbH | 906 | $264.3K | 0.03% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 907 | $264.4K | 0.02% | −47−4.9% | Reduced |
| Portside Wealth Group, LLC | 908 | $264.8K | 0.04% | −143−13.6% | Reduced |
| Bragg Financial Advisors, Inc | 908 | $264.8K | 0.01% | −84−8.5% | Reduced |
| BFSG, LLC | 910 | $265.4K | 0.03% | −585−39.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 910 | $265.4K | 0.02% | 00.0% | Unchanged |
| Narus Financial Partners, LLC | 910 | $265.4K | 0.07% | 00.0% | Unchanged |
| Elgethun Capital Management | 910 | $265.6K | 0.04% | 00.0% | Unchanged |
| Abel Hall, LLC | 915 | $266.9K | 0.06% | +915 | New |
| Ashton Thomas Securities, LLC | 917 | $267.5K | 0.03% | 00.0% | Unchanged |
| Madrona Financial Services, LLC | 917 | $267.5K | 0.06% | +7+0.8% | Added |
| Balboa Wealth Partners | 923 | $269.2K | 0.05% | −519−36.0% | Reduced |
| DiPaolo Financial Group, Inc. | 923 | $269.2K | 0.20% | −85−8.4% | Reduced |
| BNC Wealth Management, LLC | 925 | $269.8K | 0.07% | +2+0.2% | Added |
| FORM Wealth Advisors, LLC | 930 | $271.3K | 0.03% | 00.0% | Unchanged |
| Penn Davis McFarland Inc | 933 | $272.1K | 0.03% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 939 | $274.0K | 0.01% | −183−16.3% | Reduced |
| Brendel Financial Advisors LLC | 944 | $275.3K | 0.14% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 944 | $275.3K | 0.09% | +44+4.9% | Added |
| Smith, Moore & Co. | 945 | $275.6K | 0.02% | 00.0% | Unchanged |
| Edmp, Inc. | 945 | $275.6K | 0.22% | 00.0% | Unchanged |
| Quantessence Capital LLC | 948 | $276.5K | 1.35% | +948 | New |
| SageView Advisory Group, LLC | 948 | $276.7K | 0.01% | +5+0.5% | Added |
| Blume Capital Management, Inc. | 950 | $277.1K | 0.05% | −50−5.0% | Reduced |
| Texas Yale Capital Corp. | 956 | $278.8K | 0.01% | +100+11.7% | Added |
| Kelly Financial Group LLC | 956 | $278.9K | 0.07% | −3−0.3% | Reduced |
| McLean Asset Management Corp | 957 | $279.2K | 0.05% | −43−4.3% | Reduced |
| United Advisor Group, LLC | 958 | $279.5K | 0.03% | −15−1.5% | Reduced |
| Legacy Edge Advisors, LLC | 959 | $279.7K | 0.03% | −10−1.0% | Reduced |
| Voya Financial Advisors, Inc. | 985 | $281.0K | 0.03% | +33+3.5% | Added |
| Tortoise Investment Management, LLC | 964 | $281.1K | 0.02% | −91−8.6% | Reduced |
| New Wave Wealth Advisors LLC | 967 | $282.1K | 0.10% | +31+3.3% | Added |
| Lebenthal Global Advisors, LLC | 968 | $282.3K | 0.04% | +74+8.3% | Added |
| Gerber Kawasaki Wealth & Investment Management | 969 | $282.7K | 0.01% | +13+1.4% | Added |
| Ti-Trust, Inc | 970 | $282.9K | 0.17% | 00.0% | Unchanged |
| Quarry LP | 971 | $283.2K | 0.06% | +913+1,574.1% | Added |
| NBC Securities, Inc. | 971 | $283.2K | 0.02% | −14−1.4% | Reduced |
| Baxter Bros Inc | 971 | $283.3K | 0.03% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 974 | $284.1K | 0.02% | +102+11.7% | Added |