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 |
|---|---|---|---|---|---|
| Abacus Wealth Partners, LLC | 2,441 | $712.0K | 0.07% | −28−1.1% | Reduced |
| Van Hulzen Asset Management, LLC | 2,421 | $706.2K | 0.05% | −456−15.8% | Reduced |
| Silvercrest Asset Management Group LLC | 2,419 | $705.7K | 0.01% | −85−3.4% | Reduced |
| Franklin Street Advisors Inc | 2,414 | $704.1K | 0.04% | −65−2.6% | Reduced |
| Essex Savings Bank | 2,406 | $701.8K | 0.16% | 00.0% | Unchanged |
| Rexford Capital Inc | 2,402 | $700.6K | 0.50% | +23+1.0% | Added |
| Northcape Wealth Management, LLC | 2,400 | $700.0K | 0.19% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 2,395 | $698.6K | 0.32% | −25−1.0% | Reduced |
| Advyzon Investment Management, LLC | 2,391 | $697.5K | 0.06% | +1,571+191.6% | Added |
| Jeppson Wealth Management, LLC | 2,370 | $691.3K | 0.22% | 00.0% | Unchanged |
| Indivisible Partners | 2,354 | $686.5K | 0.06% | +521+28.4% | Added |
| Eagle Harbor Asset Management Inc | 2,351 | $685.9K | 0.59% | +129+5.8% | Added |
| 1620 Investment Advisors, Inc. | 2,346 | $684.5K | 0.46% | +7+0.3% | Added |
| Summit Financial, LLC | 2,338 | $681.9K | 0.01% | −106−4.3% | Reduced |
| Measured Wealth Private Client Group, LLC | 2,332 | $680.2K | 0.19% | −165−6.6% | 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 |
| WJ Financial Advisors LLC | 2,319 | $676.4K | 0.55% | −7−0.3% | Reduced |
| 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 |
| Hamel Associates, Inc. | 2,314 | $674.9K | 0.19% | +550+31.2% | Added |
| Mechanics Bank Trust Department | 2,300 | $670.9K | 0.09% | +400+21.1% | Added |
| Fortis Group Advisors, LLC | 2,195 | $669.8K | 0.11% | +101+4.8% | Added |
| Robinswood Financial LLC | 2,271 | $662.4K | 0.21% | −23−1.0% | Reduced |
| Aprio Wealth Management, LLC | 2,264 | $660.5K | 0.04% | +52+2.4% | Added |
| OpenArc Corporate Advisory, LLC | 2,259 | $658.9K | 0.01% | +61+2.8% | Added |
| Sky Investment Group LLC | 2,258 | $658.6K | 0.11% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 2,224 | $656.1K | 0.04% | −29−1.3% | Reduced |
| Interchange Capital Partners, LLC | 2,459 | $653.2K | 0.21% | −235−8.7% | Reduced |
| Whi Trust Co LLC | 2,222 | $648.1K | 0.49% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 2,220 | $647.5K | 0.07% | +3+0.1% | Added |
| Weik Capital Management | 2,220 | $647.5K | 0.26% | −15−0.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 2,219 | $647.2K | 0.04% | −26−1.2% | Reduced |
| Keystone Financial Group | 2,212 | $645.1K | 0.04% | +87+4.1% | Added |
| Williams Jones Wealth Management, LLC. | 2,192 | $639.4K | 0.01% | −2−0.1% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 2,188 | $638.2K | 0.02% | +2,188 | New |
| City State Bank | 2,186 | $637.6K | 0.17% | 00.0% | Unchanged |
| State of Wyoming | 2,185 | $637.3K | 0.08% | +654+42.7% | Added |
| Larson Financial Group LLC | 2,184 | $636.9K | 0.02% | −23−1.0% | Reduced |
| Banque Transatlantique SA | 2,178 | $635.3K | 0.02% | +2,178 | New |
| Cornell Pochily Investment Advisors, Inc. | 2,152 | $627.8K | 0.18% | +21+1.0% | Added |
| South State Corp. | 2,149 | $626.8K | 0.03% | +22+1.0% | Added |
| SHP Wealth Management | 2,132 | $622.2K | 0.05% | +95+4.7% | Added |
| Cigna Investments Inc | 2,125 | $620.0K | 0.10% | −36−1.7% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 2,111 | $615.7K | 0.04% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 2,117 | $615.2K | 0.04% | +67+3.3% | Added |
| Lyell Wealth Management, LP | 2,106 | $614.3K | 0.05% | +809+62.4% | Added |
| Parkside Financial Bank & Trust | 2,104 | $613.7K | 0.05% | +110+5.5% | Added |
| Lifeworks Advisors, LLC | 2,102 | $613.2K | 0.08% | +22+1.1% | Added |
| SBI Okasan Asset Management Co.Ltd. | 2,100 | $612.8K | 0.03% | +2,100 | New |
| Ledyard National Bank | 2,099 | $612.2K | 0.05% | +2+0.1% | Added |
| Sax Wealth Advisors, LLC | 2,110 | $611.9K | 0.03% | −23−1.1% | Reduced |
| Modera Wealth Management, LLC | 2,077 | $605.9K | 0.01% | −351−14.5% | Reduced |
| Boothbay Fund Management, LLC | 2,070 | $603.8K | 0.01% | +802+63.2% | Added |
| Sanibel Captiva Trust Company, Inc. | 2,068 | $603.2K | 0.02% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 2,065 | $602.3K | 0.03% | +3+0.1% | Added |
| Neo Ivy Capital Management | 2,059 | $600.6K | 0.16% | +2,059 | New |
| United Capital Management of KS, Inc. | 2,058 | $600.3K | 0.09% | +75+3.8% | Added |
| Diligent Investors, LLC | 2,056 | $599.7K | 0.15% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 2,045 | $596.5K | 0.05% | −350−14.6% | Reduced |
| Adviser Investments LLC | 2,037 | $594.2K | 0.01% | +36+1.8% | Added |
| Capital Performance Advisors LLP | 2,034 | $593.2K | 0.04% | +247+13.8% | Added |
| PDS Planning, Inc | 2,028 | $591.5K | 0.04% | +55+2.8% | Added |
| Defined Wealth Management, LLC | 2,021 | $589.5K | 0.35% | +12+0.6% | Added |
| Bearing Point Capital, LLC | 2,019 | $588.9K | 0.09% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 2,017 | $588.3K | 0.06% | −685−25.4% | Reduced |
| Drive Wealth Management, LLC | 2,017 | $588.2K | 0.12% | +243+13.7% | Added |
| Patrick M Sweeney & Associates, Inc | 2,016 | $588.1K | 0.38% | +15+0.7% | Added |
| Parr McKnight Wealth Management Group, LLC | 2,013 | $587.2K | 0.08% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 2,008 | $585.7K | 0.12% | −4,641−69.8% | Reduced |
| Finward Bancorp | 2,000 | $583.4K | 0.47% | 00.0% | Unchanged |
| Brown Wealth Management, LLC | 1,996 | $582.2K | 0.15% | +36+1.8% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,925 | $580.1K | 0.31% | −90−4.5% | Reduced |
| Burns Matteson Capital Management, LLC | 1,985 | $579.0K | 0.23% | +7+0.4% | Added |
| Farmers Trust Co | 1,983 | $578.4K | 0.09% | −1−0.1% | Reduced |
| Schmidt P J Investment Management Inc | 1,978 | $576.9K | 0.10% | 00.0% | Unchanged |
| Baader Bank INC | 2,019 | $576.0K | 0.06% | +2,019 | New |
| Aureus Asset Management, LLC | 1,973 | $575.5K | 0.04% | −85−4.1% | Reduced |
| Mutual Advisors, LLC | 1,970 | $574.7K | 0.01% | −79−3.9% | Reduced |
| SummitTX Capital, L.P. | 1,960 | $571.7K | 0.02% | −10,552−84.3% | Reduced |
| Ponta Wealth Partners, LLC | 1,957 | $570.8K | 0.46% | +58+3.1% | Added |
| Avantax Planning Partners, Inc. | 1,950 | $568.7K | 0.02% | −89−4.4% | Reduced |
| Leavell Investment Management, Inc. | 1,947 | $567.8K | 0.02% | −225−10.4% | Reduced |
| Central Pacific Bank - Trust Division | 1,943 | $566.7K | 0.07% | +557+40.2% | Added |
| Ameritas Investment Partners, Inc. | 1,939 | $565.6K | 0.02% | −57−2.9% | Reduced |
| Spinnaker Trust | 1,938 | $565.3K | 0.03% | +33+1.7% | Added |
| Advisors Capital Management, LLC | 1,937 | $565.2K | 0.01% | +147+8.2% | Added |
| Moneta Group Investment Advisors LLC | 1,934 | $564.1K | 0.00% | −152−7.3% | Reduced |
| Marco Investment Management LLC | 1,929 | $562.7K | 0.04% | −2−0.1% | Reduced |
| Madison Asset Management, LLC | 1,922 | $560.6K | 0.01% | −204−9.6% | Reduced |
| Cahaba Wealth Management, Inc. | 1,911 | $557.5K | 0.04% | +52+2.8% | Added |
| Iams Wealth Management, LLC | 1,906 | $556.1K | 0.19% | +720+60.7% | Added |
| Legacy Financial Advisors, Inc. | 1,904 | $555.5K | 0.08% | +315+19.8% | Added |
| Appleton Partners Inc | 1,904 | $555.0K | 0.04% | −203−9.6% | Reduced |
| LSV Asset Management | 1,900 | $554.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 1,893 | $552.1K | 0.44% | −41−2.1% | Reduced |
| Avidian Wealth Solutions, LLC | 1,883 | $549.2K | 0.02% | +827+78.3% | Added |
| Affinity Investment Advisors, LLC | 1,876 | $547.2K | 0.34% | +1,876 | New |
| Peak Asset Management, LLC | 1,869 | $545.1K | 0.10% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 1,862 | $543.1K | 0.06% | 00.0% | Unchanged |