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 |
|---|---|---|---|---|---|
| Insigneo Advisory Services, LLC | 1,854 | $540.8K | 0.04% | −591−24.2% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,851 | $540.0K | 0.07% | −42−2.2% | Reduced |
| Zions Bancorporation, National Association | 1,849 | $539.3K | 0.03% | −2,738−59.7% | Reduced |
| Everpar Advisors LLC | 1,843 | $537.6K | 0.19% | +345+23.0% | Added |
| Northeast Investment Management | 1,832 | $534.4K | 0.02% | +32+1.8% | Added |
| Modern Wealth Management, LLC | 1,832 | $532.3K | 0.01% | +61+3.4% | Added |
| Personal Cfo Solutions, LLC | 1,822 | $531.6K | 0.07% | +32+1.8% | Added |
| Texas Capital Bank Wealth Management Services Inc | 1,818 | $530.3K | 0.03% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 1,800 | $525.0K | 0.06% | 00.0% | Unchanged |
| Valley Brook Capital Group | 1,799 | $524.7K | 0.35% | +40+2.3% | Added |
| Cidel Asset Management Inc | 1,788 | $521.5K | 0.03% | +287+19.1% | Added |
| MidFirst Bank | 1,782 | $519.8K | 0.04% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 1,780 | $519.2K | 0.01% | +36+2.1% | Added |
| Knightsbridge Asset Management, LLC | 1,770 | $516.3K | 0.07% | +627+54.9% | Added |
| Salvus Wealth Management, LLC | 1,758 | $512.8K | 0.30% | −583−24.9% | Reduced |
| Baron Wealth Management LLC | 1,755 | $511.9K | 0.15% | −633−26.5% | Reduced |
| Sym Financial Corp | 1,751 | $510.7K | 0.05% | +28+1.6% | Added |
| Scotia Capital Inc. | 1,751 | $510.7K | 0.00% | −5,443−75.7% | Reduced |
| LBMC Investment Advisors, LLC | 1,750 | $510.4K | 0.03% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 1,746 | $509.3K | 0.03% | +211+13.7% | Added |
| Sylvest Advisors, LLC | 1,735 | $506.1K | 0.27% | 00.0% | Unchanged |
| Opus Capital Group, LLC | 1,729 | $504.0K | 0.05% | +14+0.8% | Added |
| Pavion Blue Capital, LLC | 1,724 | $502.9K | 0.22% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,721 | $502.0K | 0.02% | +1,721 | New |
| AdvisorNet Financial, Inc | 1,710 | $498.7K | 0.03% | +45+2.7% | Added |
| Invesco, LLC | 1,706 | $497.6K | 0.17% | +19+1.1% | Added |
| Neville Rodie & Shaw Inc | 1,700 | $496.0K | 0.04% | 00.0% | Unchanged |
| United Community Bank | 1,699 | $495.6K | 0.17% | −329−16.2% | Reduced |
| Total Wealth Planning & Management, Inc. | 1,678 | $489.4K | 0.39% | −131−7.2% | Reduced |
| Centaurus Financial, Inc. | 1,658 | $484.0K | 0.02% | −25−1.5% | Reduced |
| Nixon Peabody Trust Co | 1,659 | $483.9K | 0.04% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 1,657 | $483.3K | 0.13% | +95+6.1% | Added |
| Bank of Hawaii | 1,646 | $480.1K | 0.03% | −217−11.6% | Reduced |
| Beverly Hills Private Wealth, LLC | 1,643 | $479.3K | 0.08% | −94−5.4% | Reduced |
| Canandaigua National Trust Co of Florida | 1,643 | $479.2K | 0.38% | −3−0.2% | Reduced |
| 111 Capital | 1,637 | $477.5K | 0.12% | +414+33.9% | Added |
| SeaCrest Wealth Management, LLC | 1,637 | $477.4K | 0.05% | −37−2.2% | Reduced |
| Mountain Pacific Investment Advisers Inc | 1,635 | $476.9K | 0.08% | −35−2.1% | Reduced |
| MBL Wealth, LLC | 1,634 | $476.6K | 0.04% | +933+133.1% | Added |
| Donaldson Capital Management, LLC | 1,629 | $475.2K | 0.02% | −35−2.1% | Reduced |
| 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 |
| Hudson Portfolio Management LLC | 1,617 | $471.6K | 0.40% | 00.0% | Unchanged |
| Avestar Capital, LLC | 1,616 | $471.4K | 0.03% | +21+1.3% | Added |
| Cozad Asset Management Inc | 1,606 | $468.4K | 0.04% | 00.0% | Unchanged |
| Colony Group, LLC | 1,557 | $466.3K | 0.00% | −5,985−79.4% | Reduced |
| Kestra Investment Management, LLC | 1,598 | $466.2K | 0.01% | −694−30.3% | Reduced |
| First Foundation Advisors | 1,596 | $465.5K | 0.02% | +898+128.7% | Added |
| 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 |
| Alerus Financial NA | 1,590 | $463.8K | 0.02% | +1,590 | New |
| Oberweis Asset Management Inc | 1,582 | $461.4K | 0.01% | +1+0.1% | Added |
| EntryPoint Capital, LLC | 1,574 | $459.1K | 0.13% | −1,925−55.0% | Reduced |
| West Family Investments, Inc. | 1,569 | $457.6K | 0.16% | −510−24.5% | Reduced |
| Cinctive Capital Management LP | 1,566 | $456.8K | 0.03% | +1,566 | New |
| Busey Wealth Management | 1,564 | $456.2K | 0.01% | −142−8.3% | Reduced |
| Volterra Technologies LP | 1,556 | $453.9K | 0.32% | +1,556 | New |
| Optimize Financial Inc | 1,555 | $453.6K | 0.22% | −105−6.3% | Reduced |
| Mesirow Financial Investment Management, Inc. | 1,554 | $453.2K | 0.01% | +17+1.1% | Added |
| 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 |
| Riversedge Advisors, LLC | 1,545 | $450.6K | 0.07% | −7−0.5% | Reduced |
| Veracity Capital LLC | 1,542 | $449.9K | 0.16% | −25−1.6% | Reduced |
| Wealthcare Advisory Partners LLC | 1,538 | $448.7K | 0.01% | +80+5.5% | Added |
| Trust Point Inc. | 1,536 | $448.0K | 0.04% | +404+35.7% | Added |
| G2 Capital Management, LLC | 1,534 | $447.4K | 0.11% | −10−0.6% | Reduced |
| Old Port Advisors | 1,533 | $447.1K | 0.10% | +333+27.8% | Added |
| Tradewinds Capital Management, LLC | 1,532 | $446.9K | 0.09% | 00.0% | Unchanged |
| Golden State Equity Partners | 1,532 | $446.9K | 0.03% | +507+49.5% | Added |
| Community Bank, N.A. | 1,532 | $446.8K | 0.05% | −20−1.3% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 1,531 | $446.6K | 0.36% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,530 | $446.4K | 0.06% | 00.0% | Unchanged |
| First American Trust, FSB | 1,529 | $445.8K | 0.03% | +26+1.7% | Added |
| Patten & Patten Inc | 1,523 | $444.3K | 0.03% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 1,523 | $444.2K | 0.05% | +226+17.4% | Added |
| Trueblood Wealth Management, LLC | 1,520 | $443.4K | 0.17% | +3+0.2% | Added |
| 4WEALTH Advisors, Inc. | 1,517 | $442.6K | 0.38% | −351−18.8% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 1,510 | $440.4K | 0.12% | +1,510 | New |
| Howland Capital Management LLC | 1,509 | $440.1K | 0.02% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 1,503 | $438.4K | 0.01% | +28+1.9% | Added |
| Randolph Co Inc | 1,503 | $438.4K | 0.04% | 00.0% | Unchanged |
| Henrickson Nauta Wealth Advisors, Inc. | 1,499 | $437.2K | 0.12% | −773−34.0% | Reduced |
| All Terrain Financial Advisors, LLC | 1,495 | $436.1K | 0.14% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 1,491 | $435.0K | 0.01% | −58−3.7% | Reduced |
| Somerville Kurt F | 1,485 | $433.1K | 0.11% | −90−5.7% | Reduced |
| Inscription Capital, LLC | 1,480 | $431.8K | 0.05% | +36+2.5% | Added |
| Univest Financial Corp | 1,471 | $428.9K | 0.02% | −99−6.3% | Reduced |
| Welch Group, LLC | 1,467 | $427.9K | 0.02% | 00.0% | Unchanged |
| Stegent Equity Advisors, Inc. | 1,467 | $427.9K | 0.36% | −800−35.3% | Reduced |
| Windsor Capital Management, LLC | 1,466 | $427.7K | 0.12% | +127+9.5% | Added |
| CSS LLC | 1,460 | $425.9K | 0.02% | +20+1.4% | Added |
| Turtle Creek Wealth Advisors, LLC | 1,451 | $423.2K | 0.03% | +99+7.3% | Added |
| Boston Family Office LLC | 1,450 | $423.0K | 0.03% | −75−4.9% | Reduced |
| Advisor OS, LLC | 1,449 | $422.7K | 0.03% | +39+2.8% | Added |
| Belleair Asset Management, LLC | 1,447 | $422.1K | 0.38% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 1,446 | $421.8K | 0.01% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 1,435 | $418.6K | 0.16% | +50+3.6% | Added |
| Savvy Advisors, Inc. | 1,433 | $418.0K | 0.01% | −378−20.9% | Reduced |
| Karani Asset Management LLC | 1,433 | $418.0K | 0.37% | +1,433 | New |
| D'Orazio & Associates, Inc. | 1,421 | $414.4K | 0.05% | +3+0.2% | Added |