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; 1,869 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 | 1,869 | $61.0B |
| Q1 2026 | 1,805 | $52.1B |
| Q4 2025 | 1,780 | $53.8B |
| Q3 2025 | 1,681 | $51.9B |
| Q2 2025 | 1,639 | $50.7B |
| Q1 2025 | 1,645 | $49.8B |
| Q4 2024 | 1,590 | $45.6B |
| Q3 2024 | 1,471 | $44.0B |
| Q2 2024 | 1,415 | $38.8B |
| Q1 2024 | 1,452 | $43.6B |
| Q4 2023 | 1,334 | $36.0B |
| Q3 2023 | 1,260 | $30.5B |
| Q2 2023 | 1,288 | $32.5B |
| Q1 2023 | 1,270 | $32.3B |
| Q4 2022 | 1,304 | $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 |
|---|---|---|---|---|---|
| Wiley Bros.-Aintree Capital, LLC | 16,791 | $4.90M | 0.02% | −700−4.0% | Reduced |
| Capitolis Liquid Global Markets LLC | 16,798 | $4.90M | 0.03% | +16,798 | New |
| KCM Investment Advisors LLC | 16,332 | $4.76M | 0.16% | −1,543−8.6% | Reduced |
| Financial Advisory Service, Inc. | 16,080 | $4.69M | 0.29% | +718+4.7% | Added |
| NewEdge Wealth, LLC | 15,985 | $4.66M | 0.06% | −1,847−10.4% | Reduced |
| 1832 Asset Management L.P. | 15,981 | $4.66M | 0.01% | −1,665−9.4% | Reduced |
| Baker Avenue Asset Management, LP | 15,908 | $4.64M | 0.11% | +1,110+7.5% | Added |
| Principle Wealth Partners LLC | 15,863 | $4.63M | 0.26% | −64−0.4% | Reduced |
| Advisory Services Network, LLC | 15,813 | $4.61M | 0.06% | +1,157+7.9% | Added |
| Moody Aldrich Partners LLC | 15,761 | $4.60M | 0.83% | +15,761 | New |
| Unison Advisors LLC | 15,628 | $4.56M | 0.35% | +60+0.4% | Added |
| Laird Norton Trust Company, LLC | 15,607 | $4.55M | 0.10% | −371−2.3% | Reduced |
| Prospera Financial Services Inc | 15,443 | $4.51M | 0.07% | −121−0.8% | Reduced |
| Savant Capital, LLC | 15,184 | $4.43M | 0.02% | +1,318+9.5% | Added |
| Vestmark Advisory Solutions, Inc. | 15,176 | $4.43M | 0.05% | −971−6.0% | Reduced |
| FinArc Investments, Inc. | 15,147 | $4.42M | 4.25% | +15,147 | New |
| Lee Danner & Bass Inc | 15,069 | $4.40M | 0.28% | −700−4.4% | Reduced |
| Applied Capital LLC | 15,052 | $4.39M | 3.19% | −1,042−6.5% | Reduced |
| Blue Sparrow, LLC | 15,000 | $4.38M | 0.07% | 00.0% | Unchanged |
| Bokf, NA | 14,915 | $4.35M | 0.07% | −611−3.9% | Reduced |
| SGL Investment Advisors, Inc. | 14,511 | $4.31M | 1.62% | −5,073−25.9% | Reduced |
| Siemens Fonds Invest GmbH | 14,668 | $4.28M | 0.25% | +915+6.7% | Added |
| Atria Investments LLC | 14,617 | $4.26M | 0.05% | −4,639−24.1% | Reduced |
| RSM US Wealth Management LLC | 14,553 | $4.24M | 0.05% | +583+4.2% | Added |
| Romano Brothers and Company | 14,552 | $4.24M | 0.48% | −33−0.2% | Reduced |
| GLOBALT Investments LLC | 14,394 | $4.20M | 0.15% | −768−5.1% | Reduced |
| Wakefield Asset Management LLLP | 14,176 | $4.13M | 1.10% | +63+0.4% | Added |
| BKD Wealth Advisors, LLC | 14,136 | $4.12M | 0.08% | +228+1.6% | Added |
| RNC Capital Management LLC | 14,032 | $4.09M | 0.18% | −3,720−21.0% | Reduced |
| Pacer Advisors, Inc. | 13,886 | $4.05M | 0.01% | −11,521−45.3% | Reduced |
| iA Global Asset Management Inc. | 13,844 | $4.04M | 0.06% | +689+5.2% | Added |
| Brinker Capital Investments, LLC | 13,799 | $4.02M | 0.03% | −2,934−17.5% | Reduced |
| Alps Advisors Inc | 13,650 | $3.98M | 0.02% | −2,652−16.3% | Reduced |
| Hancock Whitney Corp | 12,990 | $3.96M | 0.07% | +78+0.6% | Added |
| Tower Bridge Advisors | 13,566 | $3.96M | 0.38% | +25+0.2% | Added |
| 1st Source Bank | 13,550 | $3.95M | 0.20% | −140−1.0% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 13,470 | $3.93M | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 13,253 | $3.87M | 0.10% | −8,811−39.9% | Reduced |
| Cyndeo Wealth Partners, LLC | 13,224 | $3.86M | 0.20% | +12,509+1,749.5% | Added |
| Osborne Partners Capital Management, LLC | 13,150 | $3.84M | 0.20% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 13,073 | $3.81M | 0.09% | −3,169−19.5% | Reduced |
| Rossmore Private Capital | 13,059 | $3.81M | 0.34% | −121−0.9% | Reduced |
| Omers Administration Corp | 13,006 | $3.79M | 0.02% | +3,342+34.6% | Added |
| Carnegie Capital Asset Management, LLC | 12,866 | $3.75M | 0.07% | +11+0.1% | Added |
| Empire Financial Management Company, LLC | 12,803 | $3.73M | 0.84% | −3,482−21.4% | Reduced |
| Vise Technologies, Inc. | 12,782 | $3.71M | 0.07% | 00.0% | Unchanged |
| Bessemer Group Inc | 12,663 | $3.69M | 0.01% | +585+4.8% | Added |
| Hartford Investment Management Co | 12,435 | $3.63M | 0.11% | −532−4.1% | Reduced |
| Argent Advisors, Inc. | 12,358 | $3.60M | 0.98% | +231+1.9% | Added |
| Asset Dedication, LLC | 12,335 | $3.60M | 0.25% | −2,465−16.7% | Reduced |
| Abn Amro Investment Solutions | 12,172 | $3.55M | 0.05% | +839+7.4% | Added |
| GAMMA Investing LLC | 12,135 | $3.54M | 0.17% | +1,250+11.5% | Added |
| Ballentine Partners, LLC | 12,123 | $3.54M | 0.05% | +20.0% | Added |
| Banque Cantonale Vaudoise | 12,107 | $3.53M | 0.13% | −6,280−34.2% | Reduced |
| D.A. Davidson & Co. | 12,060 | $3.52M | 0.02% | +98+0.8% | Added |
| Compass Wealth Management LLC | 11,985 | $3.50M | 0.86% | +541+4.7% | Added |
| Agf Management Ltd | 11,973 | $3.49M | 0.02% | +2,283+23.6% | Added |
| William B. Walkup & Associates, Inc. | 13,139 | $3.47M | 2.07% | +218+1.7% | Added |
| New Age Alpha Advisors, LLC | 11,838 | $3.45M | 0.16% | −24−0.2% | Reduced |
| Lincoln Capital LLC | 11,772 | $3.43M | 0.65% | +10.0% | Added |
| Abc Arbitrage SA | 11,740 | $3.42M | 0.45% | +10,642+969.2% | Added |
| Garner Asset Management Corp | 11,728 | $3.42M | 1.34% | +116+1.0% | Added |
| Third View Private Wealth, LLC | 11,719 | $3.42M | 0.47% | +502+4.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 11,711 | $3.42M | 0.11% | +371+3.3% | Added |
| Integrated Wealth Concepts LLC | 11,625 | $3.39M | 0.03% | +5,932+104.2% | Added |
| Americana Partners, LLC | 11,578 | $3.38M | 0.09% | +7,097+158.4% | Added |
| Acropolis Investment Management, LLC | 11,547 | $3.37M | 0.15% | −765−6.2% | Reduced |
| Erste Asset Management GmbH | 11,516 | $3.36M | 0.03% | −100−0.9% | Reduced |
| Delta Financial Advisors LLC | 11,382 | $3.32M | 0.86% | −482−4.1% | Reduced |
| Patton Albertson Miller Group, LLC | 11,375 | $3.32M | 0.39% | −101−0.9% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 11,321 | $3.30M | 0.13% | −4,960−30.5% | Reduced |
| Pinnacle Holdings, LLC | 11,166 | $3.26M | 1.05% | +1,278+12.9% | Added |
| Exeter Financial, LLC | 11,062 | $3.23M | 1.32% | +379+3.5% | Added |
| Buckingham Strategic Partners | 11,022 | $3.22M | 0.03% | +134+1.2% | Added |
| Louisiana State Employees Retirement System | 11,000 | $3.21M | 0.06% | −400−3.5% | Reduced |
| Maryland State Retirement & Pension System | 10,973 | $3.20M | 0.07% | −180−1.6% | Reduced |
| Fulton Bank, N.A. | 10,973 | $3.20M | 0.11% | −615−5.3% | Reduced |
| Bleakley Financial Group, LLC | 10,938 | $3.19M | 0.05% | +358+3.4% | Added |
| United Capital Financial Advisers, LLC | 10,937 | $3.19M | 0.02% | −10−0.1% | Reduced |
| Levin Capital Strategies, L.P. | 10,878 | $3.17M | 0.24% | −55−0.5% | Reduced |
| Kinneret Advisory, LLC | 10,613 | $3.10M | 0.29% | −471−4.2% | Reduced |
| Atlantic Union Bankshares Corp | 10,577 | $3.09M | 0.06% | −46−0.4% | Reduced |
| Peddock Capital Advisors, LLC | 10,519 | $3.07M | 0.68% | −112−1.1% | Reduced |
| Quadrant Capital Group LLC | 10,484 | $3.06M | 0.09% | +3,967+60.9% | Added |
| New Mexico Educational Retirement Board | 10,478 | $3.06M | 0.09% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 10,447 | $3.05M | 0.05% | −100−0.9% | Reduced |
| Farther Finance Advisors, LLC | 10,478 | $3.04M | 0.03% | +1,845+21.4% | Added |
| Equitable Holdings, Inc. | 10,449 | $3.04M | 0.02% | +4,981+91.1% | Added |
| Eagle Rock Investment Company, LLC | 10,336 | $3.01M | 0.44% | −28−0.3% | Reduced |
| White Pine Capital LLC | 10,144 | $2.96M | 0.80% | −100−1.0% | Reduced |
| EP Wealth Advisors, LLC | 10,139 | $2.96M | 0.01% | −33−0.3% | Reduced |
| Icon Wealth Advisors, LLC | 9,771 | $2.95M | 0.19% | −4,179−30.0% | Reduced |
| KKM Financial LLC | 10,099 | $2.93M | 0.52% | 00.0% | Unchanged |
| Burney Co | 9,840 | $2.87M | 0.09% | −1,469−13.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 9,863 | $2.87M | 0.00% | −111−1.1% | Reduced |
| Wesleyan Assurance Society | 9,740 | $2.84M | 0.17% | 00.0% | Unchanged |
| Pinebridge Investments LLC | 9,722 | $2.84M | 0.02% | −57,037−85.4% | Reduced |
| DSG Capital Advisors, LLC | 9,655 | $2.82M | 0.45% | 00.0% | Unchanged |
| Academy Capital Management Inc | 9,617 | $2.81M | 0.40% | −1,000−9.4% | Reduced |
| Nilsine Partners, LLC | 9,201 | $2.79M | 0.22% | −710−7.2% | Reduced |