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 |
|---|---|---|---|---|---|
| Washington Trust Co | 1,418 | $413.5K | 0.01% | −1−0.1% | Reduced |
| Nwam LLC | 1,418 | $413.6K | 0.02% | −4−0.3% | Reduced |
| Whalerock Point Partners, LLC | 1,420 | $414.2K | 0.08% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 1,420 | $414.2K | 0.27% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 1,421 | $414.4K | 0.05% | +3+0.2% | Added |
| Karani Asset Management LLC | 1,433 | $418.0K | 0.37% | +1,433 | New |
| Savvy Advisors, Inc. | 1,433 | $418.0K | 0.01% | −378−20.9% | Reduced |
| Tiemann Investment Advisors, LLC | 1,435 | $418.6K | 0.16% | +50+3.6% | Added |
| Dana Investment Advisors, Inc. | 1,446 | $421.8K | 0.01% | 00.0% | Unchanged |
| Belleair Asset Management, LLC | 1,447 | $422.1K | 0.38% | 00.0% | Unchanged |
| Advisor OS, LLC | 1,449 | $422.7K | 0.03% | +39+2.8% | Added |
| Boston Family Office LLC | 1,450 | $423.0K | 0.03% | −75−4.9% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 1,451 | $423.2K | 0.03% | +99+7.3% | Added |
| CSS LLC | 1,460 | $425.9K | 0.02% | +20+1.4% | Added |
| Windsor Capital Management, LLC | 1,466 | $427.7K | 0.12% | +127+9.5% | Added |
| Stegent Equity Advisors, Inc. | 1,467 | $427.9K | 0.36% | −800−35.3% | Reduced |
| Welch Group, LLC | 1,467 | $427.9K | 0.02% | 00.0% | Unchanged |
| Univest Financial Corp | 1,471 | $428.9K | 0.02% | −99−6.3% | Reduced |
| Inscription Capital, LLC | 1,480 | $431.8K | 0.05% | +36+2.5% | Added |
| Somerville Kurt F | 1,485 | $433.1K | 0.11% | −90−5.7% | Reduced |
| Quotient Wealth Partners, LLC | 1,491 | $435.0K | 0.01% | −58−3.7% | Reduced |
| All Terrain Financial Advisors, LLC | 1,495 | $436.1K | 0.14% | 00.0% | Unchanged |
| Henrickson Nauta Wealth Advisors, Inc. | 1,499 | $437.2K | 0.12% | −773−34.0% | Reduced |
| Randolph Co Inc | 1,503 | $438.4K | 0.04% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 1,503 | $438.4K | 0.01% | +28+1.9% | Added |
| Howland Capital Management LLC | 1,509 | $440.1K | 0.02% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 1,510 | $440.4K | 0.12% | +1,510 | New |
| 4WEALTH Advisors, Inc. | 1,517 | $442.6K | 0.38% | −351−18.8% | Reduced |
| Trueblood Wealth Management, LLC | 1,520 | $443.4K | 0.17% | +3+0.2% | Added |
| Catalyst Financial Partners LLC | 1,523 | $444.2K | 0.05% | +226+17.4% | Added |
| Patten & Patten Inc | 1,523 | $444.3K | 0.03% | 00.0% | Unchanged |
| First American Trust, FSB | 1,529 | $445.8K | 0.03% | +26+1.7% | Added |
| Glen Eagle Advisors, LLC | 1,530 | $446.4K | 0.06% | 00.0% | Unchanged |
| Blake Schutter Theil Wealth Advisors, LLC | 1,531 | $446.6K | 0.36% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,532 | $446.8K | 0.05% | −20−1.3% | Reduced |
| Golden State Equity Partners | 1,532 | $446.9K | 0.03% | +507+49.5% | Added |
| Tradewinds Capital Management, LLC | 1,532 | $446.9K | 0.09% | 00.0% | Unchanged |
| Old Port Advisors | 1,533 | $447.1K | 0.10% | +333+27.8% | Added |
| G2 Capital Management, LLC | 1,534 | $447.4K | 0.11% | −10−0.6% | Reduced |
| Trust Point Inc. | 1,536 | $448.0K | 0.04% | +404+35.7% | Added |
| Wealthcare Advisory Partners LLC | 1,538 | $448.7K | 0.01% | +80+5.5% | Added |
| Veracity Capital LLC | 1,542 | $449.9K | 0.16% | −25−1.6% | Reduced |
| Riversedge Advisors, LLC | 1,545 | $450.6K | 0.07% | −7−0.5% | Reduced |
| AGH Wealth Advisors, LLC | 1,545 | $450.6K | 0.33% | −78−4.8% | Reduced |
| Integrity Alliance, LLC. | 1,545 | $450.6K | 0.02% | +202+15.0% | Added |
| Mesirow Financial Investment Management, Inc. | 1,554 | $453.2K | 0.01% | +17+1.1% | Added |
| Optimize Financial Inc | 1,555 | $453.6K | 0.22% | −105−6.3% | Reduced |
| Volterra Technologies LP | 1,556 | $453.9K | 0.32% | +1,556 | New |
| Busey Wealth Management | 1,564 | $456.2K | 0.01% | −142−8.3% | Reduced |
| Cinctive Capital Management LP | 1,566 | $456.8K | 0.03% | +1,566 | New |
| West Family Investments, Inc. | 1,569 | $457.6K | 0.16% | −510−24.5% | Reduced |
| EntryPoint Capital, LLC | 1,574 | $459.1K | 0.13% | −1,925−55.0% | Reduced |
| Oberweis Asset Management Inc | 1,582 | $461.4K | 0.01% | +1+0.1% | Added |
| Alerus Financial NA | 1,590 | $463.8K | 0.02% | +1,590 | New |
| Segment Wealth Management, LLC | 1,592 | $464.4K | 0.03% | −192−10.8% | Reduced |
| Hamilton Capital Partners Inc. | 1,592 | $464.4K | 0.02% | +474+42.4% | Added |
| First Foundation Advisors | 1,596 | $465.5K | 0.02% | +898+128.7% | Added |
| Kestra Investment Management, LLC | 1,598 | $466.2K | 0.01% | −694−30.3% | Reduced |
| Colony Group, LLC | 1,557 | $466.3K | 0.00% | −5,985−79.4% | Reduced |
| Cozad Asset Management Inc | 1,606 | $468.4K | 0.04% | 00.0% | Unchanged |
| Avestar Capital, LLC | 1,616 | $471.4K | 0.03% | +21+1.3% | Added |
| Hudson Portfolio Management LLC | 1,617 | $471.6K | 0.40% | 00.0% | Unchanged |
| Charter Trust Co | 1,627 | $474.6K | 0.03% | 00.0% | Unchanged |
| PEAK6 LLC | 1,627 | $474.6K | 0.01% | +1,624+54,133.3% | Added |
| Donaldson Capital Management, LLC | 1,629 | $475.2K | 0.02% | −35−2.1% | Reduced |
| MBL Wealth, LLC | 1,634 | $476.6K | 0.04% | +933+133.1% | Added |
| Mountain Pacific Investment Advisers Inc | 1,635 | $476.9K | 0.08% | −35−2.1% | Reduced |
| SeaCrest Wealth Management, LLC | 1,637 | $477.4K | 0.05% | −37−2.2% | Reduced |
| 111 Capital | 1,637 | $477.5K | 0.12% | +414+33.9% | Added |
| Canandaigua National Trust Co of Florida | 1,643 | $479.2K | 0.38% | −3−0.2% | Reduced |
| Beverly Hills Private Wealth, LLC | 1,643 | $479.3K | 0.08% | −94−5.4% | Reduced |
| Bank of Hawaii | 1,646 | $480.1K | 0.03% | −217−11.6% | Reduced |
| Burke & Herbert Bank & Trust Co | 1,657 | $483.3K | 0.13% | +95+6.1% | Added |
| Nixon Peabody Trust Co | 1,659 | $483.9K | 0.04% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 1,658 | $484.0K | 0.02% | −25−1.5% | Reduced |
| Total Wealth Planning & Management, Inc. | 1,678 | $489.4K | 0.39% | −131−7.2% | Reduced |
| United Community Bank | 1,699 | $495.6K | 0.17% | −329−16.2% | Reduced |
| Neville Rodie & Shaw Inc | 1,700 | $496.0K | 0.04% | 00.0% | Unchanged |
| Invesco, LLC | 1,706 | $497.6K | 0.17% | +19+1.1% | Added |
| AdvisorNet Financial, Inc | 1,710 | $498.7K | 0.03% | +45+2.7% | Added |
| GeoWealth Management, LLC | 1,721 | $502.0K | 0.02% | +1,721 | New |
| Pavion Blue Capital, LLC | 1,724 | $502.9K | 0.22% | 00.0% | Unchanged |
| Opus Capital Group, LLC | 1,729 | $504.0K | 0.05% | +14+0.8% | Added |
| Sylvest Advisors, LLC | 1,735 | $506.1K | 0.27% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 1,746 | $509.3K | 0.03% | +211+13.7% | Added |
| LBMC Investment Advisors, LLC | 1,750 | $510.4K | 0.03% | 00.0% | Unchanged |
| Scotia Capital Inc. | 1,751 | $510.7K | 0.00% | −5,443−75.7% | Reduced |
| Sym Financial Corp | 1,751 | $510.7K | 0.05% | +28+1.6% | Added |
| Baron Wealth Management LLC | 1,755 | $511.9K | 0.15% | −633−26.5% | Reduced |
| Salvus Wealth Management, LLC | 1,758 | $512.8K | 0.30% | −583−24.9% | Reduced |
| Knightsbridge Asset Management, LLC | 1,770 | $516.3K | 0.07% | +627+54.9% | Added |
| Wesbanco Bank Inc | 1,780 | $519.2K | 0.01% | +36+2.1% | Added |
| MidFirst Bank | 1,782 | $519.8K | 0.04% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 1,788 | $521.5K | 0.03% | +287+19.1% | Added |
| Valley Brook Capital Group | 1,799 | $524.7K | 0.35% | +40+2.3% | Added |
| Southeast Asset Advisors Inc. | 1,800 | $525.0K | 0.06% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 1,818 | $530.3K | 0.03% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 1,822 | $531.6K | 0.07% | +32+1.8% | Added |
| Modern Wealth Management, LLC | 1,832 | $532.3K | 0.01% | +61+3.4% | Added |
| Northeast Investment Management | 1,832 | $534.4K | 0.02% | +32+1.8% | Added |