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 |
|---|---|---|---|---|---|
| Everpar Advisors LLC | 1,843 | $537.6K | 0.19% | +345+23.0% | Added |
| Zions Bancorporation, National Association | 1,849 | $539.3K | 0.03% | −2,738−59.7% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,851 | $540.0K | 0.07% | −42−2.2% | Reduced |
| Insigneo Advisory Services, LLC | 1,854 | $540.8K | 0.04% | −591−24.2% | Reduced |
| Stockman Wealth Management, Inc. | 1,862 | $543.1K | 0.06% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 1,869 | $545.1K | 0.10% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 1,876 | $547.2K | 0.34% | +1,876 | New |
| Avidian Wealth Solutions, LLC | 1,883 | $549.2K | 0.02% | +827+78.3% | Added |
| Sageworth Trust Co of South Dakota | 1,893 | $552.1K | 0.44% | −41−2.1% | Reduced |
| LSV Asset Management | 1,900 | $554.0K | 0.00% | 00.0% | Unchanged |
| Appleton Partners Inc | 1,904 | $555.0K | 0.04% | −203−9.6% | Reduced |
| Legacy Financial Advisors, Inc. | 1,904 | $555.5K | 0.08% | +315+19.8% | Added |
| Iams Wealth Management, LLC | 1,906 | $556.1K | 0.19% | +720+60.7% | Added |
| Cahaba Wealth Management, Inc. | 1,911 | $557.5K | 0.04% | +52+2.8% | Added |
| Madison Asset Management, LLC | 1,922 | $560.6K | 0.01% | −204−9.6% | Reduced |
| Marco Investment Management LLC | 1,929 | $562.7K | 0.04% | −2−0.1% | Reduced |
| Moneta Group Investment Advisors LLC | 1,934 | $564.1K | 0.00% | −152−7.3% | Reduced |
| Advisors Capital Management, LLC | 1,937 | $565.2K | 0.01% | +147+8.2% | Added |
| Spinnaker Trust | 1,938 | $565.3K | 0.03% | +33+1.7% | Added |
| Ameritas Investment Partners, Inc. | 1,939 | $565.6K | 0.02% | −57−2.9% | Reduced |
| Central Pacific Bank - Trust Division | 1,943 | $566.7K | 0.07% | +557+40.2% | Added |
| Leavell Investment Management, Inc. | 1,947 | $567.8K | 0.02% | −225−10.4% | Reduced |
| Avantax Planning Partners, Inc. | 1,950 | $568.7K | 0.02% | −89−4.4% | Reduced |
| Ponta Wealth Partners, LLC | 1,957 | $570.8K | 0.46% | +58+3.1% | Added |
| SummitTX Capital, L.P. | 1,960 | $571.7K | 0.02% | −10,552−84.3% | Reduced |
| Mutual Advisors, LLC | 1,970 | $574.7K | 0.01% | −79−3.9% | Reduced |
| Aureus Asset Management, LLC | 1,973 | $575.5K | 0.04% | −85−4.1% | Reduced |
| Baader Bank INC | 2,019 | $576.0K | 0.06% | +2,019 | New |
| Schmidt P J Investment Management Inc | 1,978 | $576.9K | 0.10% | 00.0% | Unchanged |
| Farmers Trust Co | 1,983 | $578.4K | 0.09% | −1−0.1% | Reduced |
| Burns Matteson Capital Management, LLC | 1,985 | $579.0K | 0.23% | +7+0.4% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,925 | $580.1K | 0.31% | −90−4.5% | Reduced |
| Brown Wealth Management, LLC | 1,996 | $582.2K | 0.15% | +36+1.8% | Added |
| Finward Bancorp | 2,000 | $583.4K | 0.47% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 2,008 | $585.7K | 0.12% | −4,641−69.8% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 2,013 | $587.2K | 0.08% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 2,016 | $588.1K | 0.38% | +15+0.7% | Added |
| Drive Wealth Management, LLC | 2,017 | $588.2K | 0.12% | +243+13.7% | Added |
| Stokes Family Office, LLC | 2,017 | $588.3K | 0.06% | −685−25.4% | Reduced |
| Bearing Point Capital, LLC | 2,019 | $588.9K | 0.09% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 2,021 | $589.5K | 0.35% | +12+0.6% | Added |
| PDS Planning, Inc | 2,028 | $591.5K | 0.04% | +55+2.8% | Added |
| Capital Performance Advisors LLP | 2,034 | $593.2K | 0.04% | +247+13.8% | Added |
| Adviser Investments LLC | 2,037 | $594.2K | 0.01% | +36+1.8% | Added |
| Journey Advisory Group, LLC | 2,045 | $596.5K | 0.05% | −350−14.6% | Reduced |
| Diligent Investors, LLC | 2,056 | $599.7K | 0.15% | 00.0% | Unchanged |
| United Capital Management of KS, Inc. | 2,058 | $600.3K | 0.09% | +75+3.8% | Added |
| Neo Ivy Capital Management | 2,059 | $600.6K | 0.16% | +2,059 | New |
| Moody Lynn & Lieberson, LLC | 2,065 | $602.3K | 0.03% | +3+0.1% | Added |
| Sanibel Captiva Trust Company, Inc. | 2,068 | $603.2K | 0.02% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 2,070 | $603.8K | 0.01% | +802+63.2% | Added |
| Modera Wealth Management, LLC | 2,077 | $605.9K | 0.01% | −351−14.5% | Reduced |
| Sax Wealth Advisors, LLC | 2,110 | $611.9K | 0.03% | −23−1.1% | Reduced |
| Ledyard National Bank | 2,099 | $612.2K | 0.05% | +2+0.1% | Added |
| SBI Okasan Asset Management Co.Ltd. | 2,100 | $612.8K | 0.03% | +2,100 | New |
| Lifeworks Advisors, LLC | 2,102 | $613.2K | 0.08% | +22+1.1% | Added |
| Parkside Financial Bank & Trust | 2,104 | $613.7K | 0.05% | +110+5.5% | Added |
| Lyell Wealth Management, LP | 2,106 | $614.3K | 0.05% | +809+62.4% | Added |
| International Assets Investment Management, LLC | 2,117 | $615.2K | 0.04% | +67+3.3% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 2,111 | $615.7K | 0.04% | 00.0% | Unchanged |
| Cigna Investments Inc | 2,125 | $620.0K | 0.10% | −36−1.7% | Reduced |
| SHP Wealth Management | 2,132 | $622.2K | 0.05% | +95+4.7% | Added |
| South State Corp. | 2,149 | $626.8K | 0.03% | +22+1.0% | Added |
| Cornell Pochily Investment Advisors, Inc. | 2,152 | $627.8K | 0.18% | +21+1.0% | Added |
| Banque Transatlantique SA | 2,178 | $635.3K | 0.02% | +2,178 | New |
| Larson Financial Group LLC | 2,184 | $636.9K | 0.02% | −23−1.0% | Reduced |
| State of Wyoming | 2,185 | $637.3K | 0.08% | +654+42.7% | Added |
| City State Bank | 2,186 | $637.6K | 0.17% | 00.0% | Unchanged |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 2,188 | $638.2K | 0.02% | +2,188 | New |
| Williams Jones Wealth Management, LLC. | 2,192 | $639.4K | 0.01% | −2−0.1% | Reduced |
| Keystone Financial Group | 2,212 | $645.1K | 0.04% | +87+4.1% | Added |
| Sound View Wealth Advisors Group, LLC | 2,219 | $647.2K | 0.04% | −26−1.2% | Reduced |
| Weik Capital Management | 2,220 | $647.5K | 0.26% | −15−0.7% | Reduced |
| Green Square Capital Advisors LLC | 2,220 | $647.5K | 0.07% | +3+0.1% | Added |
| Whi Trust Co LLC | 2,222 | $648.1K | 0.49% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 2,459 | $653.2K | 0.21% | −235−8.7% | Reduced |
| Bridgewater Advisors Inc. | 2,224 | $656.1K | 0.04% | −29−1.3% | Reduced |
| Sky Investment Group LLC | 2,258 | $658.6K | 0.11% | 00.0% | Unchanged |
| OpenArc Corporate Advisory, LLC | 2,259 | $658.9K | 0.01% | +61+2.8% | Added |
| Aprio Wealth Management, LLC | 2,264 | $660.5K | 0.04% | +52+2.4% | Added |
| Robinswood Financial LLC | 2,271 | $662.4K | 0.21% | −23−1.0% | Reduced |
| Fortis Group Advisors, LLC | 2,195 | $669.8K | 0.11% | +101+4.8% | Added |
| Mechanics Bank Trust Department | 2,300 | $670.9K | 0.09% | +400+21.1% | Added |
| Hamel Associates, Inc. | 2,314 | $674.9K | 0.19% | +550+31.2% | Added |
| Foundation Resource Management Inc | 2,315 | $675.2K | 0.08% | 00.0% | Unchanged |
| LMCG Investments, LLC | 2,315 | $675.2K | 0.04% | 00.0% | Unchanged |
| WJ Financial Advisors LLC | 2,319 | $676.4K | 0.55% | −7−0.3% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 2,330 | $679.6K | 0.01% | −4,336−65.0% | Reduced |
| Heritage Wealth Management, Inc. | 2,330 | $679.6K | 0.34% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 2,332 | $680.2K | 0.19% | −165−6.6% | Reduced |
| Summit Financial, LLC | 2,338 | $681.9K | 0.01% | −106−4.3% | Reduced |
| 1620 Investment Advisors, Inc. | 2,346 | $684.5K | 0.46% | +7+0.3% | Added |
| Eagle Harbor Asset Management Inc | 2,351 | $685.9K | 0.59% | +129+5.8% | Added |
| Indivisible Partners | 2,354 | $686.5K | 0.06% | +521+28.4% | Added |
| Jeppson Wealth Management, LLC | 2,370 | $691.3K | 0.22% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 2,391 | $697.5K | 0.06% | +1,571+191.6% | Added |
| Alhambra Investment Partners LLC | 2,395 | $698.6K | 0.32% | −25−1.0% | Reduced |
| Northcape Wealth Management, LLC | 2,400 | $700.0K | 0.19% | 00.0% | Unchanged |
| Rexford Capital Inc | 2,402 | $700.6K | 0.50% | +23+1.0% | Added |
| Essex Savings Bank | 2,406 | $701.8K | 0.16% | 00.0% | Unchanged |