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 |
|---|---|---|---|---|---|
| Warren Averett Asset Management, LLC | 6,526 | $1.90M | 0.01% | +1,159+21.6% | Added |
| J.W. Cole Advisors, Inc. | 6,511 | $1.90M | 0.06% | −91−1.4% | Reduced |
| Resources Management Corp | 6,483 | $1.89M | 0.25% | 00.0% | Unchanged |
| Callan Family Office, LLC | 6,463 | $1.89M | 0.04% | −679−9.5% | Reduced |
| IHT Wealth Management, LLC | 6,456 | $1.88M | 0.04% | −10−0.2% | Reduced |
| North Dakota State Investment Board | 6,448 | $1.88M | 0.08% | −1,306−16.8% | Reduced |
| Convergence Investment Partners, LLC | 6,379 | $1.86M | 0.30% | +1,940+43.7% | Added |
| Resources Investment Advisors, LLC. | 6,355 | $1.85M | 0.02% | −1,259−16.5% | Reduced |
| Kestra Private Wealth Services, LLC | 6,270 | $1.83M | 0.02% | −2,283−26.7% | Reduced |
| Sciencast Management LP | 6,248 | $1.82M | 0.23% | +554+9.7% | Added |
| Weiss Asset Management LP | 6,240 | $1.82M | 0.03% | +6,240 | New |
| TD Private Client Wealth LLC | 6,212 | $1.81M | 0.04% | −202−3.1% | Reduced |
| Arkadios Wealth Advisors | 6,198 | $1.81M | 0.03% | −23−0.4% | Reduced |
| Douglass Winthrop Advisors, LLC | 6,153 | $1.79M | 0.03% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,147 | $1.79M | 0.03% | +916+17.5% | Added |
| PYA Waltman Capital, LLC | 6,142 | $1.79M | 0.50% | −154−2.4% | Reduced |
| Fayez Sarofim & Co | 6,098 | $1.78M | 0.00% | −700−10.3% | Reduced |
| Sivia Capital Partners, LLC | 6,089 | $1.78M | 0.34% | +4,168+217.0% | Added |
| Ashton Thomas Private Wealth, LLC | 6,087 | $1.78M | 0.04% | +18+0.3% | Added |
| Gen-Wealth Partners Inc | 6,082 | $1.77M | 0.56% | +136+2.3% | Added |
| WBH Advisory Inc | 6,085 | $1.77M | 0.13% | −673−10.0% | Reduced |
| Spartan Wealth Advisory Services LLC | 6,035 | $1.76M | 0.15% | +6,035 | New |
| BSW Wealth Partners | 6,027 | $1.76M | 0.21% | −212−3.4% | Reduced |
| Courier Capital LLC | 6,027 | $1.76M | 0.10% | +2,027+50.7% | Added |
| Mount Yale Investment Advisors, LLC | 6,026 | $1.76M | 0.04% | +1,282+27.0% | Added |
| Agate Pass Investment Management, LLC | 6,025 | $1.76M | 0.69% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 6,000 | $1.75M | 0.04% | −109−1.8% | Reduced |
| Phoenix Holdings Ltd. | 6,234 | $1.75M | 0.02% | +684+12.3% | Added |
| MUFG Securities Americas Inc. | 5,983 | $1.75M | 0.11% | −26−0.4% | Reduced |
| Churchill Financial Advisors, LLC | 5,964 | $1.74M | 0.37% | +528+9.7% | Added |
| Kathmere Capital Management, LLC | 5,956 | $1.74M | 0.11% | −35−0.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 5,950 | $1.74M | 0.12% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 5,892 | $1.72M | 0.09% | +36+0.6% | Added |
| Profund Advisors LLC | 5,881 | $1.72M | 0.06% | −489−7.7% | Reduced |
| Johnson Financial Group, Inc. | 5,878 | $1.71M | 0.06% | −87−1.5% | Reduced |
| Securian Asset Management, Inc | 5,866 | $1.71M | 0.07% | −199−3.3% | Reduced |
| Benjamin Edwards Inc | 5,787 | $1.69M | 0.02% | +258+4.7% | Added |
| Exchange Traded Concepts, LLC | 5,777 | $1.69M | 0.01% | +687+13.5% | Added |
| Dynamic Technology Lab Private Ltd | 5,767 | $1.68M | 0.28% | −117−2.0% | Reduced |
| Davenport & Co LLC | 5,765 | $1.68M | 0.01% | +232+4.2% | Added |
| Massmutual Trust Co FSB | 5,764 | $1.68M | 0.05% | −53−0.9% | Reduced |
| Beacon Financial Group | 5,740 | $1.67M | 0.17% | −576−9.1% | Reduced |
| V-Square Quantitative Management LLC | 5,662 | $1.65M | 0.17% | +384+7.3% | Added |
| FRG Family Wealth Advisors LLC | 5,649 | $1.65M | 0.27% | −1,876−24.9% | Reduced |
| MB, Levis & Associates, LLC | 5,620 | $1.64M | 0.68% | +40+0.7% | Added |
| Rydar Equities, Inc. | 5,596 | $1.63M | 1.26% | +151+2.8% | Added |
| Net Worth Advisory Group | 5,588 | $1.63M | 0.34% | −156−2.7% | Reduced |
| HighMark Wealth Management LLC | 5,575 | $1.63M | 0.66% | −13−0.2% | Reduced |
| South Dakota Investment Council | 5,570 | $1.63M | 0.03% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 5,543 | $1.62M | 0.01% | +5,543 | New |
| Gateway Investment Advisers LLC | 5,402 | $1.58M | 0.02% | −26,975−83.3% | Reduced |
| Twinbeech Capital LP | 5,397 | $1.57M | 0.16% | +4,032+295.4% | Added |
| Sumitomo Life Insurance Co | 5,383 | $1.57M | 0.04% | +147+2.8% | Added |
| Bank of New Hampshire | 5,378 | $1.57M | 0.36% | +2,875+114.9% | Added |
| Virtu Financial LLC | 5,355 | $1.56M | 0.06% | −2,532−32.1% | Reduced |
| Pallas Capital Advisors LLC | 5,315 | $1.55M | 0.06% | +22+0.4% | Added |
| Natural Investments, LLC | 5,306 | $1.55M | 0.38% | −92−1.7% | Reduced |
| Arvest Investments, Inc. | 5,297 | $1.55M | 0.21% | −67−1.2% | Reduced |
| Roundview Capital LLC | 5,248 | $1.53M | 0.10% | −35−0.7% | Reduced |
| Bridges Investment Management Inc | 5,246 | $1.53M | 0.02% | −157−2.9% | Reduced |
| First National Advisers, LLC | 5,238 | $1.53M | 0.22% | −1,700−24.5% | Reduced |
| Glenview Trust Co | 5,233 | $1.53M | 0.02% | −52−1.0% | Reduced |
| Independent Advisor Alliance | 5,227 | $1.52M | 0.02% | −22,173−80.9% | Reduced |
| Stratos Wealth Partners, LTD. | 5,220 | $1.52M | 0.02% | +2,895+124.5% | Added |
| Smartleaf Asset Management LLC | 5,188 | $1.51M | 0.05% | +315+6.5% | Added |
| Elmwood Wealth Management, Inc. | 5,180 | $1.51M | 0.42% | −228−4.2% | Reduced |
| Corsicana & Co. | 5,709 | $1.51M | 0.96% | 00.0% | Unchanged |
| Haverford Trust Co | 5,175 | $1.51M | 0.01% | −35−0.7% | Reduced |
| Providence Wealth Advisors, LLC | 5,178 | $1.51M | 0.96% | +60+1.2% | Added |
| Guyasuta Investment Advisors Inc | 5,165 | $1.51M | 0.09% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 5,155 | $1.50M | 0.13% | +528+11.4% | Added |
| Hilltop Holdings Inc. | 5,153 | $1.50M | 0.14% | +3,886+306.7% | Added |
| Dorsey & Whitney Trust CO LLC | 5,149 | $1.50M | 0.08% | +879+20.6% | Added |
| Lowe Brockenbrough & Co Inc | 5,144 | $1.50M | 0.07% | −110−2.1% | Reduced |
| Plimoth Trust Co LLC | 5,125 | $1.49M | 0.33% | +193+3.9% | Added |
| Tevis Investment Management | 5,115 | $1.49M | 0.85% | −1,490−22.6% | Reduced |
| Joel Isaacson & Co., LLC | 5,107 | $1.49M | 0.05% | +10.0% | Added |
| Institute for Wealth Management, LLC. | 5,103 | $1.49M | 0.16% | −8−0.2% | Reduced |
| Barden Capital Management, Inc. | 5,098 | $1.49M | 1.27% | +163+3.3% | Added |
| Qtron Investments LLC | 5,083 | $1.48M | 0.20% | +1,354+36.3% | Added |
| Commonwealth Retirement Investments LLC | 5,058 | $1.48M | 0.46% | +369+7.9% | Added |
| IPG Investment Advisors LLC | 5,044 | $1.47M | 0.25% | +5,044 | New |
| Dynamic Advisor Solutions LLC | 4,999 | $1.46M | 0.05% | +28+0.6% | Added |
| CIBC World Markets Inc. | 4,991 | $1.46M | 0.00% | −426−7.9% | Reduced |
| SRS Capital Advisors, Inc. | 4,920 | $1.44M | 0.04% | +1,799+57.6% | Added |
| Sigma Planning Corp | 4,856 | $1.42M | 0.04% | −117−2.4% | Reduced |
| Pensionmark Financial Group, LLC | 4,846 | $1.41M | 0.02% | +258+5.6% | Added |
| Plato Investment Management Ltd | 4,839 | $1.41M | 0.09% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 4,818 | $1.41M | 0.13% | +10.0% | Added |
| JSF Financial, LLC | 4,817 | $1.40M | 0.28% | +873+22.1% | Added |
| Procyon Private Wealth Partners, LLC | 4,809 | $1.40M | 0.07% | +3+0.1% | Added |
| Qsemble Capital Management, LP | 4,770 | $1.39M | 0.11% | +4,770 | New |
| Farringdon Capital, Ltd. | 4,762 | $1.39M | 0.30% | +509+12.0% | Added |
| Westpac Banking Corp | 4,747 | $1.38M | 0.10% | +3,428+259.9% | Added |
| Geneos Wealth Management Inc. | 4,738 | $1.38M | 0.03% | −11−0.2% | Reduced |
| Clare Market Investments LLC | 4,736 | $1.38M | 0.29% | +4,736 | New |
| Wealthspire Advisors, LLC | 4,733 | $1.38M | 0.01% | −371−7.3% | Reduced |
| Private Trust Co NA | 4,729 | $1.38M | 0.12% | −186−3.8% | Reduced |
| AMG National Trust Bank | 4,666 | $1.36M | 0.03% | +1,000+27.3% | Added |
| Rothschild Investment LLC | 4,665 | $1.36M | 0.07% | +569+13.9% | Added |