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 |
|---|---|---|---|---|---|
| Crossmark Global Holdings, Inc. | 9,560 | $2.79M | 0.04% | −99−1.0% | Reduced |
| CenterBook Partners LP | 9,553 | $2.79M | 0.15% | +9,553 | New |
| Lighthouse Financial Services Inc | 9,289 | $2.78M | 0.63% | −289−3.0% | Reduced |
| Montag A & Associates Inc | 9,508 | $2.77M | 0.13% | −662−6.5% | Reduced |
| Parsons Capital Management Inc | 9,453 | $2.76M | 0.13% | −200−2.1% | Reduced |
| Everence Capital Management Inc | 9,403 | $2.74M | 0.17% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 9,369 | $2.73M | 0.09% | +2,166+30.1% | Added |
| Kentucky Retirement Systems | 30,058 | $2.72M | 0.20% | +15,864+111.8% | Added |
| Stephens Inc | 9,317 | $2.72M | 0.03% | −228−2.4% | Reduced |
| Voleon Capital Management LP | 9,294 | $2.71M | 0.06% | −1,488−13.8% | Reduced |
| Brighton Jones LLC | 9,242 | $2.70M | 0.06% | +9,242 | New |
| AssuredPartners Investment Advisors, LLC | 9,110 | $2.69M | 0.29% | +301+3.4% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 9,220 | $2.69M | 0.73% | −1,216−11.7% | Reduced |
| Moors & Cabot, Inc. | 9,202 | $2.68M | 0.11% | +15+0.2% | Added |
| Twin Capital Management Inc | 9,165 | $2.67M | 0.34% | −15−0.2% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 9,088 | $2.65M | 0.12% | −52−0.6% | Reduced |
| Choate Investment Advisors | 9,066 | $2.64M | 0.05% | −33−0.4% | Reduced |
| Metis Global Partners, LLC | 9,035 | $2.64M | 0.06% | −1,434−13.7% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 8,980 | $2.62M | 0.65% | −29−0.3% | Reduced |
| GSB Wealth Management, LLC | 8,975 | $2.62M | 0.59% | −28−0.3% | Reduced |
| Canada Post Corp Registered Pension Plan | 8,971 | $2.62M | 0.10% | +2,187+32.2% | Added |
| Benin Management CORP | 8,868 | $2.59M | 0.58% | +488+5.8% | Added |
| Ashford Capital Management Inc | 8,833 | $2.58M | 0.32% | +1,069+13.8% | Added |
| GWM Advisors LLC | 8,799 | $2.57M | 0.01% | −23,000−72.3% | Reduced |
| Avalon Trust Co | 8,784 | $2.56M | 0.18% | +35+0.4% | Added |
| Jacobi Capital Management LLC | 8,697 | $2.54M | 0.14% | +236+2.8% | Added |
| Polymer Capital Management (US) LLC | 8,687 | $2.53M | 0.38% | +7,488+624.5% | Added |
| Diversify Wealth Management, LLC | 8,218 | $2.48M | 0.04% | +7,467+994.3% | Added |
| Kimelman & Baird, LLC | 8,514 | $2.48M | 0.20% | +8,514 | New |
| Summit Trail Advisors, LLC | 8,492 | $2.48M | 0.04% | +2,444+40.4% | Added |
| Carmel Capital Partners, LLC | 8,475 | $2.47M | 0.89% | +112+1.3% | Added |
| Ossiam | 8,361 | $2.44M | 0.04% | +4,407+111.5% | Added |
| Greenleaf Trust | 8,360 | $2.44M | 0.02% | −1,676−16.7% | Reduced |
| Accredited Investors Inc. | 8,300 | $2.42M | 0.13% | 00.0% | Unchanged |
| Kepler Cheuvreux (Suisse) SA | 8,297 | $2.42M | 0.16% | +3,275+65.2% | Added |
| Smith, Salley & Associates | 8,241 | $2.40M | 0.12% | +350+4.4% | Added |
| Saudi Central Bank | 8,234 | $2.40M | 0.05% | +8,234 | New |
| Oppenheimer & Co Inc | 8,204 | $2.39M | 0.03% | +8,204 | New |
| Canandaigua National Corp | 8,196 | $2.39M | 0.21% | +8,196 | New |
| Cornerstone Planning, LLC | 8,182 | $2.39M | 0.54% | +649+8.6% | Added |
| Cim, LLC | 8,147 | $2.38M | 0.34% | +20.0% | Added |
| Spire Wealth Management | 8,134 | $2.37M | 0.08% | +12+0.1% | Added |
| CoreCap Advisors, LLC | 8,091 | $2.36M | 0.08% | −814−9.1% | Reduced |
| Concord Wealth Partners | 8,057 | $2.35M | 0.31% | +302+3.9% | Added |
| Ancora Advisors, LLC | 8,025 | $2.34M | 0.05% | −13−0.2% | Reduced |
| Capital Wealth Planning, LLC | 8,000 | $2.33M | 0.01% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 7,991 | $2.33M | 0.39% | +318+4.1% | Added |
| Essex Financial Services, Inc. | 7,947 | $2.32M | 0.13% | +15+0.2% | Added |
| Bank & Trust Co | 7,933 | $2.31M | 1.56% | −76−0.9% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 7,925 | $2.31M | 1.49% | −562−6.6% | Reduced |
| Empirical Finance, LLC | 7,894 | $2.30M | 0.11% | −17−0.2% | Reduced |
| Arrow Financial Corp | 7,798 | $2.27M | 0.23% | −347−4.3% | Reduced |
| E. Ohman J:or Asset Management AB | 7,720 | $2.25M | 0.06% | 00.0% | Unchanged |
| Ascent Group, LLC | 7,717 | $2.25M | 0.08% | +127+1.7% | Added |
| Founders Financial Securities LLC | 7,363 | $2.23M | 0.13% | −341−4.4% | Reduced |
| Focus Financial Network, Inc. | 7,592 | $2.21M | 0.08% | −599−7.3% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 7,558 | $2.20M | 0.33% | −46−0.6% | Reduced |
| Nicolet Bankshares Inc | 7,580 | $2.20M | 0.08% | +7,580 | New |
| Cary Street Partners Financial LLC | 7,528 | $2.20M | 0.05% | +11+0.1% | Added |
| First National Trust Co | 7,525 | $2.19M | 0.07% | −117−1.5% | Reduced |
| Weaver Capital Management LLC | 7,521 | $2.19M | 0.48% | −635−7.8% | Reduced |
| We Are One Seven, LLC | 7,503 | $2.19M | 0.04% | −710−8.6% | Reduced |
| Tectonic Advisors LLC | 7,492 | $2.19M | 0.12% | −778−9.4% | Reduced |
| Azimuth Capital Investment Management LLC | 7,442 | $2.17M | 0.08% | −1,045−12.3% | Reduced |
| Concurrent Investment Advisors, LLC | 7,436 | $2.17M | 0.02% | −133−1.8% | Reduced |
| JT Stratford LLC | 7,393 | $2.16M | 0.27% | +38+0.5% | Added |
| Clearstead Advisors, LLC | 7,372 | $2.15M | 0.02% | −461−5.9% | Reduced |
| Venture Visionary Partners LLC | 7,368 | $2.15M | 0.07% | +33+0.4% | Added |
| Coldstream Capital Management Inc | 7,289 | $2.13M | 0.03% | +1,486+25.6% | Added |
| Summit Global Investments | 7,276 | $2.12M | 0.13% | +2,180+42.8% | Added |
| Virtue Asset Management LLC | 7,246 | $2.11M | 1.68% | −224−3.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 7,239 | $2.11M | 0.08% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 7,232 | $2.11M | 0.17% | +946+15.0% | Added |
| Webster Bank, N. A. | 7,216 | $2.10M | 0.20% | −505−6.5% | Reduced |
| Meeder Advisory Services, Inc. | 7,214 | $2.10M | 0.09% | +287+4.1% | Added |
| Parallel Advisors, LLC | 7,183 | $2.10M | 0.04% | +131+1.9% | Added |
| Snowden Capital Advisors LLC | 7,176 | $2.09M | 0.06% | −423−5.6% | Reduced |
| Quadcap Wealth Management, LLC | 7,145 | $2.08M | 0.24% | −131−1.8% | Reduced |
| Claro Advisors LLC | 7,139 | $2.08M | 0.25% | +1,112+18.5% | Added |
| Caisse des Depots Et Consignations | 7,102 | $2.07M | 0.03% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 7,085 | $2.07M | 0.02% | −238−3.3% | Reduced |
| Naples Global Advisors, LLC | 7,050 | $2.06M | 0.15% | −553−7.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 6,919 | $2.02M | 0.03% | −208−2.9% | Reduced |
| Dakota Wealth Management | 6,916 | $2.02M | 0.04% | −23−0.3% | Reduced |
| Nordwand Advisors, LLC | 6,905 | $2.01M | 0.35% | 00.0% | Unchanged |
| Eagle Capital Management LLC | 6,900 | $2.01M | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 6,881 | $2.01M | 0.03% | +222+3.3% | Added |
| Virtus Investment Advisers, Inc. | 6,746 | $1.97M | 0.54% | −367−5.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 6,732 | $1.96M | 0.01% | −1,675−19.9% | Reduced |
| Nicholas Hoffman & Company, LLC. | 6,711 | $1.96M | 0.05% | +37+0.6% | Added |
| Northern Financial Advisors Inc | 6,642 | $1.94M | 1.41% | +2,736+70.0% | Added |
| Muhlenkamp & Co Inc | 6,627 | $1.93M | 0.51% | 00.0% | Unchanged |
| Smithfield Trust Co | 6,620 | $1.93M | 0.08% | +2,745+70.8% | Added |
| Johnson Investment Counsel Inc | 6,612 | $1.93M | 0.02% | −710−9.7% | Reduced |
| CI Private Wealth, LLC | 6,614 | $1.93M | 0.00% | +6,614 | New |
| Harbour Investments, Inc. | 6,591 | $1.92M | 0.03% | +530+8.7% | Added |
| Ballast, Inc. | 6,584 | $1.92M | 0.44% | +56+0.9% | Added |
| Krilogy Financial LLC | 6,421 | $1.92M | 0.06% | +2,427+60.8% | Added |
| LRI Investments, LLC | 6,571 | $1.92M | 0.17% | +240+3.8% | Added |
| DAGCO, Inc. | 6,531 | $1.91M | 0.41% | +20.0% | Added |