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; 1,868 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
- 1,804
- +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
- 646 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 | 1,868 | $61.0B |
| Q1 2026 | 1,804 | $52.1B |
| Q4 2025 | 1,779 | $53.8B |
| Q3 2025 | 1,680 | $51.9B |
| Q2 2025 | 1,638 | $50.7B |
| Q1 2025 | 1,644 | $49.8B |
| Q4 2024 | 1,589 | $45.6B |
| Q3 2024 | 1,470 | $44.0B |
| Q2 2024 | 1,414 | $38.8B |
| Q1 2024 | 1,451 | $43.6B |
| Q4 2023 | 1,333 | $36.0B |
| Q3 2023 | 1,259 | $30.5B |
| Q2 2023 | 1,287 | $32.5B |
| Q1 2023 | 1,269 | $32.3B |
| Q4 2022 | 1,303 | $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 |
|---|---|---|---|---|---|
| Caldwell Trust Co | 1,161 | $338.6K | 0.03% | +15+1.3% | Added |
| Sanchez Levi Garrett | 1,162 | $338.8K | 0.21% | +1,162 | New |
| Bayban | 1,163 | $339.2K | 0.29% | +167+16.8% | Added |
| Novem Group | 1,166 | $340.1K | 0.04% | +3+0.3% | Added |
| Clear Street Markets LLC | 1,166 | $340.1K | 0.17% | +1,166 | New |
| L2 Asset Management, LLC | 1,169 | $341.0K | 0.03% | +59+5.3% | Added |
| Onyx Bridge Wealth Group LLC | 1,170 | $341.3K | 0.04% | +6+0.5% | Added |
| MKT Advisors LLC | 1,159 | $342.0K | 0.11% | −300−20.6% | Reduced |
| Medallion Wealth Advisors, LLC | 1,173 | $342.1K | 0.11% | −138−10.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 1,173 | $342.2K | 0.14% | −89−7.1% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 1,173 | $342.3K | 0.07% | +2+0.2% | Added |
| Willner & Heller, LLC | 1,174 | $342.3K | 0.26% | +5+0.4% | Added |
| Sunbelt Securities, Inc. | 1,174 | $342.4K | 0.02% | −38−3.1% | Reduced |
| Ci Investments Inc. | 1,175 | $342.7K | 0.00% | +120+11.4% | Added |
| Advisors Management Group Inc | 1,178 | $343.0K | 0.06% | 00.0% | Unchanged |
| Cambient Family Office, LLC | 1,180 | $344.2K | 0.05% | +210+21.6% | Added |
| Zacks Investment Management | 1,182 | $344.9K | 0.00% | −21−1.7% | Reduced |
| Bridgewealth Advisory Group, LLC | 1,187 | $346.4K | 0.07% | +2+0.2% | Added |
| Providence First Trust Co | 1,188 | $346.5K | 0.12% | +1,188 | New |
| JFS Wealth Advisors, LLC | 1,188 | $346.5K | 0.02% | +8+0.7% | Added |
| Evergreen Wealth Solutions, LLC | 1,190 | $347.2K | 0.02% | +1,190 | New |
| Inceptionr LLC | 1,194 | $348.3K | 0.08% | −5,460−82.1% | Reduced |
| Mayfair Advisory Group, LLC | 1,197 | $349.2K | 0.12% | +2+0.2% | Added |
| Builder Investment Group Inc | 1,200 | $350.0K | 0.08% | 00.0% | Unchanged |
| Enhancing Capital LLC | 1,200 | $350.0K | 0.26% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 1,201 | $350.2K | 0.03% | +1+0.1% | Added |
| Wealth Effects LLC | 1,209 | $352.6K | 0.12% | −23−1.9% | Reduced |
| BLB&B Advisors, LLC | 1,210 | $352.9K | 0.01% | −31−2.5% | Reduced |
| Beese Fulmer Investment Management, Inc. | 1,210 | $352.9K | 0.02% | +1,210 | New |
| Ariston Services Group | 0 | $353.5K | 0.21% | −1,212−100.0% | Reduced |
| Cypress Point Wealth Management, LLC | 1,213 | $353.8K | 0.08% | +1,213 | New |
| Pine Valley Investments Ltd Liability Co | 1,214 | $354.1K | 0.02% | +214+21.4% | Added |
| Breakwater Capital Group | 1,216 | $354.7K | 0.05% | +141+13.1% | Added |
| Greenup Street Wealth Management LLC | 1,218 | $355.2K | 0.05% | +11+0.9% | Added |
| One Wealth Advisors, LLC | 1,226 | $357.6K | 0.04% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 1,228 | $358.4K | 0.02% | +128+11.6% | Added |
| Caitlin John, LLC | 1,233 | $359.6K | 0.22% | +24+2.0% | Added |
| Sage Rhino Capital LLC | 1,234 | $359.9K | 0.07% | 00.0% | Unchanged |
| Strong Tower Advisory Services | 1,234 | $359.9K | 0.07% | +241+24.3% | Added |
| Santori & Peters | 1,236 | $360.6K | 0.11% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 1,237 | $360.7K | 0.12% | +1+0.1% | Added |
| Syverson Strege & Co | 1,238 | $361.1K | 0.09% | −16−1.3% | Reduced |
| Jump Financial, LLC | 1,239 | $361.4K | 0.01% | −8,775−87.6% | Reduced |
| Wealth Architects, LLC | 1,239 | $361.4K | 0.03% | −27−2.1% | Reduced |
| Abacus Planning Group, Inc. | 1,242 | $362.3K | 0.05% | +339+37.5% | Added |
| Private Capital Management, LLC | 1,244 | $362.9K | 0.04% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,248 | $364.0K | 0.01% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 1,250 | $364.7K | 0.14% | +65+5.5% | Added |
| Strategic Wealth Partners, Ltd. | 1,250 | $364.7K | 0.03% | −5−0.4% | Reduced |
| Legal Advantage Investments, Inc. | 1,252 | $365.2K | 0.19% | −126−9.1% | Reduced |
| Armis Advisers, LLC | 1,241 | $366.2K | 0.04% | −46−3.6% | Reduced |
| Monument Capital Management | 1,258 | $366.9K | 0.09% | −53−4.0% | Reduced |
| St Germain D J Co Inc | 1,261 | $367.8K | 0.01% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 1,262 | $368.3K | 0.07% | +3+0.2% | Added |
| Delta Asset Management LLC | 1,263 | $368.4K | 0.03% | 00.0% | Unchanged |
| Dearborn Partners LLC | 1,263 | $368.5K | 0.02% | 00.0% | Unchanged |
| Allegiance Financial Group Advisory Services LLC | 1,264 | $368.7K | 0.07% | +134+11.9% | Added |
| Financial Engines Advisors L.L.C. | 1,275 | $371.9K | 0.00% | −1,124−46.9% | Reduced |
| Root Financial Partners, LLC | 1,276 | $372.2K | 0.02% | +304+31.3% | Added |
| Stratos Wealth Advisors, LLC | 1,279 | $373.1K | 0.02% | +141+12.4% | Added |
| Beaumont Financial Advisors, LLC | 1,282 | $374.0K | 0.03% | −68−5.0% | Reduced |
| Live Oak Private Wealth LLC | 1,286 | $375.1K | 0.05% | 00.0% | Unchanged |
| Core Alternative Capital | 1,291 | $376.6K | 0.11% | −30−2.3% | Reduced |
| Somerset Trust Co | 1,301 | $379.5K | 0.12% | +4+0.3% | Added |
| Van Strum & Towne Inc. | 1,304 | $380.4K | 0.11% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,305 | $380.6K | 0.00% | +1,305 | New |
| Red Door Wealth Management, LLC | 1,306 | $380.9K | 0.04% | +13+1.0% | Added |
| Oakworth Capital, Inc. | 1,307 | $381.2K | 0.02% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 1,321 | $385.2K | 0.02% | −33−2.4% | Reduced |
| Advisortrust Partners, LLC | 1,325 | $386.5K | 0.16% | +75+6.0% | Added |
| Strategic Financial Services, Inc, | 1,330 | $387.9K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Co | 1,333 | $388.9K | 0.05% | 00.0% | Unchanged |
| Forum Financial Management, LP | 1,334 | $389.1K | 0.01% | −3,302−71.2% | Reduced |
| Jackson Thornton Asset Management, LLC | 1,310 | $389.4K | 0.04% | −16−1.2% | Reduced |
| Csenge Advisory Group | 1,342 | $391.4K | 0.02% | +12+0.9% | Added |
| Simmons Bank | 1,348 | $393.2K | 0.03% | −22−1.6% | Reduced |
| Milestones Private Investment Advisors LLC | 1,350 | $393.8K | 0.35% | −90−6.3% | Reduced |
| Athena Investment Management | 1,352 | $394.4K | 0.20% | −183−11.9% | Reduced |
| NBT Bank N A | 1,358 | $396.1K | 0.03% | +23+1.7% | Added |
| Rathbone Brothers plc | 1,366 | $398.4K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,369 | $399.3K | 0.01% | +436+46.7% | Added |
| Atticus Wealth Management, LLC | 1,372 | $400.1K | 0.11% | +3+0.2% | Added |
| Fiduciary Financial Group, LLC | 1,377 | $401.6K | 0.05% | −17−1.2% | Reduced |
| Woodmont Investment Counsel LLC | 1,379 | $402.2K | 0.02% | −18−1.3% | Reduced |
| Alpine Bank Wealth Management | 1,380 | $402.5K | 0.06% | −10−0.7% | Reduced |
| Apella Capital, LLC | 1,340 | $403.1K | 0.01% | +458+51.9% | Added |
| Aspen Investment Management Inc | 1,388 | $405.0K | 0.12% | 00.0% | Unchanged |
| Plancorp, LLC | 1,366 | $406.1K | 0.01% | −14−1.0% | Reduced |
| Pin Oak Investment Advisors Inc | 1,395 | $407.0K | 0.29% | −350−20.1% | Reduced |
| Parcion Private Wealth LLC | 1,397 | $407.5K | 0.03% | +284+25.5% | Added |
| Mitchell Sinkler & Starr | 1,400 | $408.4K | 0.19% | 00.0% | Unchanged |
| Sentinus, LLC | 1,405 | $409.7K | 0.04% | +1,405 | New |
| MCF Advisors LLC | 1,405 | $409.7K | 0.02% | +1,168+492.8% | Added |
| Wellington Shields & Co., LLC | 1,408 | $410.7K | 0.10% | 00.0% | Unchanged |
| Great Waters Wealth Management | 1,411 | $411.5K | 0.04% | +2+0.1% | Added |
| ForthRight Wealth Management, LLC | 1,413 | $412.1K | 0.12% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,415 | $412.7K | 0.05% | −30−2.1% | Reduced |
| QTR Family Wealth, LLC | 1,378 | $413.0K | 0.17% | +209+17.9% | Added |
| Flagship Harbor Advisors, LLC | 1,416 | $413.0K | 0.02% | −285−16.8% | Reduced |
| Fiduciary Group LLC | 1,417 | $413.3K | 0.04% | −179−11.2% | Reduced |