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 |
|---|---|---|---|---|---|
| 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 |
| Nwam LLC | 1,418 | $413.6K | 0.02% | −4−0.3% | Reduced |
| Washington Trust Co | 1,418 | $413.5K | 0.01% | −1−0.1% | Reduced |
| Fiduciary Group LLC | 1,417 | $413.3K | 0.04% | −179−11.2% | Reduced |
| Flagship Harbor Advisors, LLC | 1,416 | $413.0K | 0.02% | −285−16.8% | Reduced |
| QTR Family Wealth, LLC | 1,378 | $413.0K | 0.17% | +209+17.9% | Added |
| Evermay Wealth Management LLC | 1,415 | $412.7K | 0.05% | −30−2.1% | Reduced |
| ForthRight Wealth Management, LLC | 1,413 | $412.1K | 0.12% | 00.0% | Unchanged |
| Great Waters Wealth Management | 1,411 | $411.5K | 0.04% | +2+0.1% | Added |
| Wellington Shields & Co., LLC | 1,408 | $410.7K | 0.10% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,405 | $409.7K | 0.02% | +1,168+492.8% | Added |
| Sentinus, LLC | 1,405 | $409.7K | 0.04% | +1,405 | New |
| Mitchell Sinkler & Starr | 1,400 | $408.4K | 0.19% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 1,397 | $407.5K | 0.03% | +284+25.5% | Added |
| Pin Oak Investment Advisors Inc | 1,395 | $407.0K | 0.29% | −350−20.1% | Reduced |
| Plancorp, LLC | 1,366 | $406.1K | 0.01% | −14−1.0% | Reduced |
| Aspen Investment Management Inc | 1,388 | $405.0K | 0.12% | 00.0% | Unchanged |
| Apella Capital, LLC | 1,340 | $403.1K | 0.01% | +458+51.9% | Added |
| Alpine Bank Wealth Management | 1,380 | $402.5K | 0.06% | −10−0.7% | Reduced |
| Woodmont Investment Counsel LLC | 1,379 | $402.2K | 0.02% | −18−1.3% | Reduced |
| Fiduciary Financial Group, LLC | 1,377 | $401.6K | 0.05% | −17−1.2% | Reduced |
| Atticus Wealth Management, LLC | 1,372 | $400.1K | 0.11% | +3+0.2% | Added |
| SBI Securities Co., Ltd. | 1,369 | $399.3K | 0.01% | +436+46.7% | Added |
| Rathbone Brothers plc | 1,366 | $398.4K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 1,358 | $396.1K | 0.03% | +23+1.7% | Added |
| Athena Investment Management | 1,352 | $394.4K | 0.20% | −183−11.9% | Reduced |
| Milestones Private Investment Advisors LLC | 1,350 | $393.8K | 0.35% | −90−6.3% | Reduced |
| Simmons Bank | 1,348 | $393.2K | 0.03% | −22−1.6% | Reduced |
| Csenge Advisory Group | 1,342 | $391.4K | 0.02% | +12+0.9% | Added |
| Jackson Thornton Asset Management, LLC | 1,310 | $389.4K | 0.04% | −16−1.2% | Reduced |
| Forum Financial Management, LP | 1,334 | $389.1K | 0.01% | −3,302−71.2% | Reduced |
| Colonial Trust Co | 1,333 | $388.9K | 0.05% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 1,330 | $387.9K | 0.02% | 00.0% | Unchanged |
| Advisortrust Partners, LLC | 1,325 | $386.5K | 0.16% | +75+6.0% | Added |
| WealthPlan Investment Management, LLC | 1,321 | $385.2K | 0.02% | −33−2.4% | Reduced |
| Oakworth Capital, Inc. | 1,307 | $381.2K | 0.02% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 1,306 | $380.9K | 0.04% | +13+1.0% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,305 | $380.6K | 0.00% | +1,305 | New |
| Van Strum & Towne Inc. | 1,304 | $380.4K | 0.11% | 00.0% | Unchanged |
| Somerset Trust Co | 1,301 | $379.5K | 0.12% | +4+0.3% | Added |
| Core Alternative Capital | 1,291 | $376.6K | 0.11% | −30−2.3% | Reduced |
| Live Oak Private Wealth LLC | 1,286 | $375.1K | 0.05% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 1,282 | $374.0K | 0.03% | −68−5.0% | Reduced |
| Stratos Wealth Advisors, LLC | 1,279 | $373.1K | 0.02% | +141+12.4% | Added |
| Root Financial Partners, LLC | 1,276 | $372.2K | 0.02% | +304+31.3% | Added |
| Financial Engines Advisors L.L.C. | 1,275 | $371.9K | 0.00% | −1,124−46.9% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 1,264 | $368.7K | 0.07% | +134+11.9% | Added |
| Dearborn Partners LLC | 1,263 | $368.5K | 0.02% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,263 | $368.4K | 0.03% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 1,262 | $368.3K | 0.07% | +3+0.2% | Added |
| St Germain D J Co Inc | 1,261 | $367.8K | 0.01% | 00.0% | Unchanged |
| Monument Capital Management | 1,258 | $366.9K | 0.09% | −53−4.0% | Reduced |
| Armis Advisers, LLC | 1,241 | $366.2K | 0.04% | −46−3.6% | Reduced |
| Legal Advantage Investments, Inc. | 1,252 | $365.2K | 0.19% | −126−9.1% | Reduced |
| Strategic Wealth Partners, Ltd. | 1,250 | $364.7K | 0.03% | −5−0.4% | Reduced |
| Ruggaard & Associates LLC | 1,250 | $364.7K | 0.14% | +65+5.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,248 | $364.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Management, LLC | 1,244 | $362.9K | 0.04% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 1,242 | $362.3K | 0.05% | +339+37.5% | Added |
| 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 |
| Syverson Strege & Co | 1,238 | $361.1K | 0.09% | −16−1.3% | Reduced |
| Flynn Zito Capital Management, LLC | 1,237 | $360.7K | 0.12% | +1+0.1% | Added |
| Santori & Peters | 1,236 | $360.6K | 0.11% | 00.0% | Unchanged |
| 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 |
| Caitlin John, LLC | 1,233 | $359.6K | 0.22% | +24+2.0% | Added |
| Rehmann Capital Advisory Group | 1,228 | $358.4K | 0.02% | +128+11.6% | Added |
| One Wealth Advisors, LLC | 1,226 | $357.6K | 0.04% | 00.0% | Unchanged |
| Greenup Street Wealth Management LLC | 1,218 | $355.2K | 0.05% | +11+0.9% | Added |
| Breakwater Capital Group | 1,216 | $354.7K | 0.05% | +141+13.1% | Added |
| Pine Valley Investments Ltd Liability Co | 1,214 | $354.1K | 0.02% | +214+21.4% | Added |
| Cypress Point Wealth Management, LLC | 1,213 | $353.8K | 0.08% | +1,213 | New |
| Ariston Services Group | 0 | $353.5K | 0.21% | −1,212−100.0% | Reduced |
| Beese Fulmer Investment Management, Inc. | 1,210 | $352.9K | 0.02% | +1,210 | New |
| BLB&B Advisors, LLC | 1,210 | $352.9K | 0.01% | −31−2.5% | Reduced |
| Wealth Effects LLC | 1,209 | $352.6K | 0.12% | −23−1.9% | Reduced |
| Means Investment Co., Inc. | 1,201 | $350.2K | 0.03% | +1+0.1% | 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 |
| Mayfair Advisory Group, LLC | 1,197 | $349.2K | 0.12% | +2+0.2% | Added |
| Inceptionr LLC | 1,194 | $348.3K | 0.08% | −5,460−82.1% | Reduced |
| Evergreen Wealth Solutions, LLC | 1,190 | $347.2K | 0.02% | +1,190 | New |
| JFS Wealth Advisors, LLC | 1,188 | $346.5K | 0.02% | +8+0.7% | Added |
| Providence First Trust Co | 1,188 | $346.5K | 0.12% | +1,188 | New |
| Bridgewealth Advisory Group, LLC | 1,187 | $346.4K | 0.07% | +2+0.2% | Added |
| Zacks Investment Management | 1,182 | $344.9K | 0.00% | −21−1.7% | Reduced |
| Cambient Family Office, LLC | 1,180 | $344.2K | 0.05% | +210+21.6% | Added |
| Advisors Management Group Inc | 1,178 | $343.0K | 0.06% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,175 | $342.7K | 0.00% | +120+11.4% | Added |
| Sunbelt Securities, Inc. | 1,174 | $342.4K | 0.02% | −38−3.1% | Reduced |
| Willner & Heller, LLC | 1,174 | $342.3K | 0.26% | +5+0.4% | Added |
| Northwest Quadrant Wealth Management, LLC | 1,173 | $342.3K | 0.07% | +2+0.2% | Added |
| Caldwell Sutter Capital, Inc. | 1,173 | $342.2K | 0.14% | −89−7.1% | Reduced |
| Medallion Wealth Advisors, LLC | 1,173 | $342.1K | 0.11% | −138−10.5% | Reduced |
| MKT Advisors LLC | 1,159 | $342.0K | 0.11% | −300−20.6% | Reduced |
| Onyx Bridge Wealth Group LLC | 1,170 | $341.3K | 0.04% | +6+0.5% | Added |
| L2 Asset Management, LLC | 1,169 | $341.0K | 0.03% | +59+5.3% | Added |
| Novem Group | 1,166 | $340.1K | 0.04% | +3+0.3% | Added |