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 |
|---|---|---|---|---|---|
| Wedgewood Investors Inc | 980 | $285.8K | 0.33% | 00.0% | Unchanged |
| RFG Advisory, LLC | 980 | $285.9K | 0.01% | +8+0.8% | Added |
| SFMG, LLC | 981 | $286.0K | 0.02% | +1+0.1% | Added |
| Stevens Capital Management LP | 980 | $286.0K | 0.04% | +980 | New |
| Confluence Wealth Services, Inc. | 981 | $286.1K | 0.01% | −106−9.8% | Reduced |
| StoneX Group Inc. | 984 | $286.9K | 0.02% | −1,893−65.8% | Reduced |
| Everhart Financial Group, Inc. | 988 | $288.2K | 0.02% | +280+39.5% | Added |
| Magnus Financial Group LLC | 988 | $288.2K | 0.02% | −84−7.8% | Reduced |
| Sawgrass Asset Management LLC | 992 | $289.3K | 0.04% | −92−8.5% | Reduced |
| BankPlus Trust Department | 992 | $289.3K | 0.08% | +242+32.3% | Added |
| Global Strategic Investment Solutions, LLC | 993 | $289.6K | 0.03% | +8+0.8% | Added |
| Financial Council Asset Management Inc | 994 | $289.9K | 0.11% | 00.0% | Unchanged |
| Sageworth Trust Co | 998 | $291.1K | 0.01% | 00.0% | Unchanged |
| Legacy Trust | 1,000 | $291.7K | 0.06% | 00.0% | Unchanged |
| Red Wave Investments LLC | 1,000 | $291.7K | 0.09% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 1,000 | $291.7K | 0.02% | 00.0% | Unchanged |
| CrossGen Wealth, LLC | 1,000 | $291.7K | 0.26% | 00.0% | Unchanged |
| Oslo Pensjonsforsikring AS | 1,004 | $292.8K | 0.05% | +1,004 | New |
| Prostatis Group LLC | 1,004 | $292.8K | 0.07% | −50−4.7% | Reduced |
| Marietta Wealth Management, LLC | 1,005 | $293.1K | 0.03% | 00.0% | Unchanged |
| Templeton & Phillips Capital Management, LLC | 1,005 | $293.1K | 0.24% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 1,005 | $293.1K | 0.05% | +19+1.9% | Added |
| Renaissance Group LLC | 1,010 | $294.6K | 0.01% | −317−23.9% | Reduced |
| Vision Capital Management, Inc. | 1,013 | $295.5K | 0.04% | 00.0% | Unchanged |
| Crews Bank & Trust | 1,014 | $295.8K | 0.04% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,015 | $296.1K | 0.04% | −11−1.1% | Reduced |
| 71 West Capital Partners | 1,016 | $296.3K | 0.01% | +177+21.1% | Added |
| Charles Schwab Trust Co | 1,018 | $296.9K | 0.02% | +18+1.8% | Added |
| Trilogy Capital Inc. | 1,018 | $297.1K | 0.01% | +32+3.2% | Added |
| Farmers & Merchants Trust Co of Long Beach | 1,019 | $297.2K | 0.07% | −10−1.0% | Reduced |
| Winning Points Advisors, LLC | 1,021 | $297.8K | 0.30% | −35−3.3% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,021 | $297.8K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1,021 | $297.9K | 0.07% | −11−1.1% | Reduced |
| Jackson Creek Investment Advisors LLC | 1,021 | $298.0K | 0.09% | −26−2.5% | Reduced |
| TMB Capital Partners, LLC | 1,022 | $298.1K | 0.10% | −62−5.7% | Reduced |
| Shulman DeMeo Asset Management LLC | 1,024 | $298.6K | 0.06% | +1,024 | New |
| Phillips Financial Management, LLC | 1,024 | $298.7K | 0.02% | +2+0.2% | Added |
| KFA Private Wealth Group, LLC | 1,024 | $298.8K | 0.07% | +2+0.2% | Added |
| Optas, LLC | 1,025 | $299.0K | 0.05% | +156+18.0% | Added |
| Valmark Advisers, Inc. | 1,026 | $299.3K | 0.00% | −102−9.0% | Reduced |
| Exencial Wealth Advisors, LLC | 1,028 | $299.8K | 0.01% | +152+17.4% | Added |
| J. Safra Sarasin Holding AG | 1,031 | $300.7K | 0.01% | +59+6.1% | Added |
| Sagewood Asset Management LP | 1,033 | $301.3K | 0.09% | −204−16.5% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 1,033 | $301.3K | 0.01% | −10−1.0% | Reduced |
| Citizens National Bank Trust Department | 1,034 | $301.6K | 0.05% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 1,035 | $301.9K | 0.01% | −112−9.8% | Reduced |
| Meridian Wealth Management, LLC | 1,035 | $301.9K | 0.01% | +60+6.2% | Added |
| Dynamic Wealth Strategies, LLC | 1,040 | $303.3K | 0.18% | −204−16.4% | Reduced |
| Becker Capital Management Inc | 1,040 | $303.3K | 0.01% | −47−4.3% | Reduced |
| Trustmark National Bank Trust Department | 1,041 | $303.6K | 0.02% | −16−1.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,041 | $303.6K | 0.08% | −36−3.3% | Reduced |
| Vermillion Wealth Management, Inc. | 1,045 | $304.8K | 0.12% | +22+2.2% | Added |
| Flagship Wealth Advisors, LLC | 1,140 | $305.0K | 0.13% | −14−1.2% | Reduced |
| DGS Capital Management, LLC | 1,048 | $305.7K | 0.05% | +1,048 | New |
| C M Bidwell & Associates Ltd | 1,049 | $306.0K | 0.14% | −1−0.1% | Reduced |
| Resonant Capital Advisors, LLC | 1,053 | $307.1K | 0.02% | +48+4.8% | Added |
| HCR Wealth Advisors | 1,057 | $308.3K | 0.03% | +10+1.0% | Added |
| Xxi Wealth, LLC | 1,059 | $308.9K | 0.17% | +130+14.0% | Added |
| Community Financial Services Group, LLC | 1,065 | $309.4K | 0.05% | +1,065 | New |
| Quantum Financial Advisors, LLC | 1,064 | $310.3K | 0.03% | +61+6.1% | Added |
| Key Financial Inc | 1,065 | $310.6K | 0.06% | −6−0.6% | Reduced |
| CRA Financial Services, LLC | 1,068 | $311.5K | 0.04% | +38+3.7% | Added |
| GenTrust, LLC | 1,069 | $311.7K | 0.01% | +314+41.6% | Added |
| Spectrum Planning & Advisory Services Inc. | 1,071 | $312.4K | 0.15% | +6+0.6% | Added |
| GWN Securities Inc. | 1,076 | $314.1K | 0.06% | −8−0.7% | Reduced |
| Bull Oak Capital, LLC | 1,078 | $314.4K | 0.12% | +1,078 | New |
| Crumly & Associates Inc. | 1,082 | $315.6K | 0.07% | +4+0.4% | Added |
| McKinley Carter Wealth Services, Inc. | 1,084 | $316.3K | 0.02% | −309−22.2% | Reduced |
| Keebeck Wealth Management, LLC | 1,086 | $316.8K | 0.04% | +1,086 | New |
| Five Oceans Advisors | 1,088 | $317.3K | 0.11% | +2+0.2% | Added |
| Centennial Bank | 1,091 | $318.2K | 0.11% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,093 | $318.9K | 0.01% | +81+8.0% | Added |
| Cape Ann Savings Bank | 1,100 | $320.8K | 0.16% | −50−4.3% | Reduced |
| Farmers & Merchants Investments Inc | 1,108 | $323.2K | 0.01% | 00.0% | Unchanged |
| Westco Advisory Services Inc | 1,109 | $323.5K | 0.21% | +209+23.2% | Added |
| First Affirmative Financial Network | 1,110 | $323.9K | 0.13% | +1,110 | New |
| Cornerstone Advisory, LLC | 1,110 | $323.9K | 0.03% | +28+2.6% | Added |
| Florida Financial Advisors, LLC | 1,109 | $324.0K | 0.08% | +223+25.2% | Added |
| 3Chopt Investment Partners, LLC | 1,112 | $324.3K | 0.07% | +54+5.1% | Added |
| MFA Wealth Services | 1,113 | $324.6K | 0.21% | +3+0.3% | Added |
| Worth Asset Management, LLC | 1,114 | $324.9K | 0.12% | +1,114 | New |
| Monticello Wealth Management, LLC | 1,114 | $324.9K | 0.02% | +1,114 | New |
| Keel Point, LLC | 1,118 | $326.2K | 0.02% | −173−13.4% | Reduced |
| Boston Private Wealth LLC | 1,119 | $326.4K | 0.02% | −155−12.2% | Reduced |
| Focused Wealth Management, Inc | 1,120 | $326.6K | 0.03% | +129+13.0% | Added |
| Marino, Stram & Associates LLC | 1,124 | $327.8K | 0.06% | +3+0.3% | Added |
| Gateway Wealth Partners, LLC | 1,125 | $327.9K | 0.01% | +1,125 | New |
| Larry Mathis Financial Planning, LLC | 1,125 | $328.1K | 0.29% | −13−1.1% | Reduced |
| Sippican Capital Advisors | 1,125 | $328.1K | 0.22% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,128 | $329.0K | 0.01% | −2−0.2% | Reduced |
| Quent Capital, LLC | 1,134 | $330.7K | 0.02% | −84−6.9% | Reduced |
| Keystone Financial Group, Inc. | 1,136 | $331.4K | 0.17% | +3+0.3% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 1,147 | $334.6K | 0.10% | +384+50.3% | Added |
| Compass Capital Corp | 1,114 | $334.8K | 0.12% | +29+2.7% | Added |
| Accurate Wealth Management, LLC | 1,127 | $334.9K | 0.04% | −55−4.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 1,148 | $335.0K | 0.02% | +1,148 | New |
| SmartHarvest Portfolios, LLC | 1,149 | $335.2K | 0.14% | −275−19.3% | Reduced |
| Earnest Partners LLC | 1,155 | $336.9K | 0.00% | −11−0.9% | Reduced |
| First Nebraska Trust Co | 1,155 | $336.9K | 0.03% | 00.0% | Unchanged |
| Wealthspan Partners, LLC | 1,161 | $338.6K | 0.12% | 00.0% | Unchanged |