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 |
|---|---|---|---|---|---|
| Stevens Capital Management LP | 980 | $286.0K | 0.04% | +980 | New |
| SFMG, LLC | 981 | $286.0K | 0.02% | +1+0.1% | Added |
| RFG Advisory, LLC | 980 | $285.9K | 0.01% | +8+0.8% | Added |
| Wedgewood Investors Inc | 980 | $285.8K | 0.33% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 974 | $284.1K | 0.02% | +102+11.7% | Added |
| Baxter Bros Inc | 971 | $283.3K | 0.03% | 00.0% | Unchanged |
| NBC Securities, Inc. | 971 | $283.2K | 0.02% | −14−1.4% | Reduced |
| Quarry LP | 971 | $283.2K | 0.06% | +913+1,574.1% | Added |
| Ti-Trust, Inc | 970 | $282.9K | 0.17% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 969 | $282.7K | 0.01% | +13+1.4% | Added |
| Lebenthal Global Advisors, LLC | 968 | $282.3K | 0.04% | +74+8.3% | Added |
| New Wave Wealth Advisors LLC | 967 | $282.1K | 0.10% | +31+3.3% | Added |
| Tortoise Investment Management, LLC | 964 | $281.1K | 0.02% | −91−8.6% | Reduced |
| Voya Financial Advisors, Inc. | 985 | $281.0K | 0.03% | +33+3.5% | Added |
| Legacy Edge Advisors, LLC | 959 | $279.7K | 0.03% | −10−1.0% | Reduced |
| United Advisor Group, LLC | 958 | $279.5K | 0.03% | −15−1.5% | Reduced |
| McLean Asset Management Corp | 957 | $279.2K | 0.05% | −43−4.3% | Reduced |
| Kelly Financial Group LLC | 956 | $278.9K | 0.07% | −3−0.3% | Reduced |
| Texas Yale Capital Corp. | 956 | $278.8K | 0.01% | +100+11.7% | Added |
| Blume Capital Management, Inc. | 950 | $277.1K | 0.05% | −50−5.0% | Reduced |
| SageView Advisory Group, LLC | 948 | $276.7K | 0.01% | +5+0.5% | Added |
| Quantessence Capital LLC | 948 | $276.5K | 1.35% | +948 | New |
| Smith, Moore & Co. | 945 | $275.6K | 0.02% | 00.0% | Unchanged |
| Edmp, Inc. | 945 | $275.6K | 0.22% | 00.0% | Unchanged |
| Brendel Financial Advisors LLC | 944 | $275.3K | 0.14% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 944 | $275.3K | 0.09% | +44+4.9% | Added |
| Advisory Alpha, LLC | 939 | $274.0K | 0.01% | −183−16.3% | Reduced |
| Penn Davis McFarland Inc | 933 | $272.1K | 0.03% | 00.0% | Unchanged |
| FORM Wealth Advisors, LLC | 930 | $271.3K | 0.03% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 925 | $269.8K | 0.07% | +2+0.2% | Added |
| Balboa Wealth Partners | 923 | $269.2K | 0.05% | −519−36.0% | Reduced |
| DiPaolo Financial Group, Inc. | 923 | $269.2K | 0.20% | −85−8.4% | Reduced |
| Ashton Thomas Securities, LLC | 917 | $267.5K | 0.03% | 00.0% | Unchanged |
| Madrona Financial Services, LLC | 917 | $267.5K | 0.06% | +7+0.8% | Added |
| Abel Hall, LLC | 915 | $266.9K | 0.06% | +915 | New |
| Elgethun Capital Management | 910 | $265.6K | 0.04% | 00.0% | Unchanged |
| BFSG, LLC | 910 | $265.4K | 0.03% | −585−39.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 910 | $265.4K | 0.02% | 00.0% | Unchanged |
| Narus Financial Partners, LLC | 910 | $265.4K | 0.07% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 908 | $264.8K | 0.04% | −143−13.6% | Reduced |
| Bragg Financial Advisors, Inc | 908 | $264.8K | 0.01% | −84−8.5% | Reduced |
| United Asset Strategies, Inc. | 907 | $264.4K | 0.02% | −47−4.9% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 906 | $264.3K | 0.03% | 00.0% | Unchanged |
| Ellevest, Inc. | 905 | $264.0K | 0.04% | +54+6.3% | Added |
| Investment Research Partners LLC | 904 | $263.7K | 0.11% | −5−0.6% | Reduced |
| waypoint wealth counsel | 903 | $263.4K | 0.14% | −59−6.1% | Reduced |
| Caerus Investment Advisors, LLC | 900 | $262.5K | 0.11% | −336−27.2% | Reduced |
| Naviter Wealth, LLC | 895 | $261.1K | 0.03% | +19+2.2% | Added |
| Barnes Wealth Management Group, Inc | 893 | $260.5K | 0.13% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 892 | $260.2K | 0.01% | −68−7.1% | Reduced |
| Chilton Investment Co LLC | 892 | $260.2K | 0.01% | −8,883−90.9% | Reduced |
| Global Assets Advisory, LLC | 887 | $258.7K | 0.08% | +7+0.8% | Added |
| Headlands Technologies LLC | 886 | $258.4K | 0.03% | +886 | New |
| Facet Wealth, Inc. | 886 | $258.4K | 0.00% | +886 | New |
| Mission Creek Capital Partners, Inc. | 883 | $257.6K | 0.05% | +883 | New |
| Waterloo Capital, L.P. | 880 | $256.7K | 0.02% | −33−3.6% | Reduced |
| McAdam, LLC | 880 | $256.7K | 0.01% | −1−0.1% | Reduced |
| Legacy Private Trust Co. | 880 | $256.7K | 0.02% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 873 | $255.0K | 0.00% | +102+13.2% | Added |
| Beacon Investment Advisory Services, Inc. | 874 | $254.9K | 0.01% | −164−15.8% | Reduced |
| Diversified Enterprises, LLC | 872 | $254.4K | 0.01% | +57+7.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 872 | $254.3K | 0.03% | +9+1.0% | Added |
| Westmount Partners, LLC | 869 | $253.6K | 0.06% | +1+0.1% | Added |
| Valtinson Bruner Financial Planning LLC | 869 | $253.6K | 0.07% | 00.0% | Unchanged |
| Intrua Financial, LLC | 864 | $252.0K | 0.03% | 00.0% | Unchanged |
| Berman McAleer LLC | 864 | $252.0K | 0.03% | +16+1.9% | Added |
| Altfest L J & Co Inc | 862 | $251.5K | 0.03% | −16−1.8% | Reduced |
| Blalock Williams, LLC | 862 | $251.4K | 0.19% | −40−4.4% | Reduced |
| Howard Financial Services, Ltd. | 862 | $251.4K | 0.03% | +114+15.2% | Added |
| Spirepoint Private Client, LLC | 861 | $251.1K | 0.02% | −17−1.9% | Reduced |
| Next Capital Management LLC | 860 | $250.8K | 0.08% | −145−14.4% | Reduced |
| Ironwood Financial, llc | 860 | $250.8K | 0.04% | 00.0% | Unchanged |
| Holland Advisory Services, Inc. | 860 | $250.8K | 0.34% | +860 | New |
| Rockland Trust Co | 859 | $250.6K | 0.01% | 00.0% | Unchanged |
| Fiera Capital Corp | 857 | $250.0K | 0.00% | 00.0% | Unchanged |
| Hudson Value Partners, LLC | 856 | $249.7K | 0.07% | 00.0% | Unchanged |
| Nestegg Advisors, Inc. | 854 | $249.0K | 0.22% | −349−29.0% | Reduced |
| Kera Capital Partners, Inc. | 853 | $248.8K | 0.03% | +149+21.2% | Added |
| Canvas Wealth Advisors, LLC | 848 | $247.3K | 0.04% | −117−12.1% | Reduced |
| London & Capital Asset Management Ltd | 848 | $247.3K | 0.00% | −60−6.6% | Reduced |
| Fiduciary Alliance LLC | 826 | $247.2K | 0.01% | −54−6.1% | Reduced |
| American Trust | 847 | $247.1K | 0.02% | −31−3.5% | Reduced |
| Sapient Capital LLC | 847 | $247.1K | 0.00% | +847 | New |
| Warren Street Wealth Advisors, LLC | 846 | $246.8K | 0.06% | +846 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 844 | $246.2K | 0.04% | +1+0.1% | Added |
| Pettyjohn, Wood & White, Inc | 842 | $245.6K | 0.04% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 842 | $245.6K | 0.04% | +69+8.9% | Added |
| MEMBERS Trust Co | 842 | $245.6K | 0.01% | 00.0% | Unchanged |
| Brian Low Financial Group, LLC | 840 | $245.0K | 0.17% | 00.0% | Unchanged |
| DV Trading LLC | 840 | $245.0K | 0.02% | +840 | New |
| Sloy Dahl & Holst, LLC | 839 | $244.7K | 0.03% | 00.0% | Unchanged |
| Central Valley Advisors, LLC | 839 | $244.7K | 0.07% | +1+0.1% | Added |
| Carr Financial Group Corp | 838 | $244.5K | 0.06% | +5+0.6% | Added |
| E Fund Management Co., Ltd. | 834 | $243.3K | 0.01% | +834 | New |
| Change Path, LLC | 833 | $243.0K | 0.01% | −320−27.8% | Reduced |
| Winthrop Advisory Group LLC | 830 | $242.0K | 0.02% | +4+0.5% | Added |
| Penserra Capital Management LLC | 833 | $242.0K | 0.00% | +16+2.0% | Added |
| Alta Advisers Ltd | 825 | $240.6K | 0.09% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 821 | $239.4K | 0.05% | +27+3.4% | Added |
| Wayfinding Financial, LLC | 822 | $239.0K | 0.10% | +27+3.4% | Added |