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 |
|---|---|---|---|---|---|
| Catalyst Funds Management Pty Ltd | 4,648 | $1.36M | 0.23% | +3,568+330.4% | Added |
| IFC Advisors LLC | 4,629 | $1.35M | 0.19% | −20.0% | Reduced |
| AA Financial Advisors, LLC | 4,618 | $1.35M | 0.19% | +333+7.8% | Added |
| Coastal Bridge Advisors, LLC | 4,513 | $1.32M | 0.09% | +255+6.0% | Added |
| Investors Asset Management of Georgia Inc | 4,511 | $1.32M | 0.54% | +150+3.4% | Added |
| RFG - Bristol Wealth Advisors, LLC | 4,506 | $1.31M | 0.35% | −214−4.5% | Reduced |
| Fiduciary Trust Co | 4,498 | $1.31M | 0.02% | −118−2.6% | Reduced |
| PFG Advisors | 4,493 | $1.31M | 0.06% | +805+21.8% | Added |
| Diversified Trust Co | 4,485 | $1.31M | 0.02% | −7,422−62.3% | Reduced |
| Tradewinds, LLC. | 4,251 | $1.30M | 0.42% | 00.0% | Unchanged |
| Somerset Group LLC | 4,303 | $1.29M | 0.96% | 00.0% | Unchanged |
| JNBA Financial Advisors | 4,390 | $1.28M | 0.11% | −126−2.8% | Reduced |
| Syon Capital LLC | 4,382 | $1.28M | 0.06% | +360+9.0% | Added |
| MWA Asset Management | 4,374 | $1.28M | 0.70% | +352+8.8% | Added |
| Bailard, Inc. | 4,375 | $1.28M | 0.03% | −172−3.8% | Reduced |
| Equitable Trust Co | 4,354 | $1.27M | 0.06% | +69+1.6% | Added |
| RMB Capital Management, LLC | 4,344 | $1.27M | 0.02% | +286+7.0% | Added |
| Belpointe Asset Management LLC | 4,337 | $1.27M | 0.05% | −212−4.7% | Reduced |
| Tiaa Trust, National Association | 4,317 | $1.26M | 0.08% | −34,951−89.0% | Reduced |
| HBK Sorce Advisory LLC | 4,209 | $1.25M | 0.03% | +56+1.3% | Added |
| NorthRock Partners, LLC | 4,297 | $1.25M | 0.02% | +1,096+34.2% | Added |
| TD Waterhouse Canada Inc. | 4,317 | $1.25M | 0.00% | +3,418+380.2% | Added |
| Bullock Wealth Management Group | 4,298 | $1.25M | 0.63% | −178−4.0% | Reduced |
| Ronald Blue Trust, Inc. | 4,280 | $1.25M | 0.01% | −658−13.3% | Reduced |
| Employees Retirement System of Texas | 4,271 | $1.25M | 0.01% | +2,435+132.6% | Added |
| Ostrum Asset Management | 4,267 | $1.24M | 0.07% | −2,407−36.1% | Reduced |
| Cornerstone Wealth Management, LLC | 4,266 | $1.24M | 0.06% | +2,787+188.4% | Added |
| Steel Peak Wealth Management LLC | 4,252 | $1.24M | 0.04% | −22,193−83.9% | Reduced |
| Longfellow Investment Management Co LLC | 4,249 | $1.24M | 0.26% | +2,494+142.1% | Added |
| Hanson & Doremus Investment Management | 4,237 | $1.24M | 0.14% | −65−1.5% | Reduced |
| Soltis Investment Advisors LLC | 4,233 | $1.23M | 0.08% | +4,233 | New |
| Brown Brothers Harriman & Co | 4,222 | $1.23M | 0.01% | +1,959+86.6% | Added |
| JB Capital LLC | 4,222 | $1.23M | 0.05% | +12+0.3% | Added |
| Parrish Capital LLC | 4,220 | $1.23M | 1.10% | −744−15.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 4,218 | $1.23M | 0.04% | +221+5.5% | Added |
| Chicago Partners Investment Group LLC | 4,075 | $1.23M | 0.03% | +2,126+109.1% | Added |
| West Paces Advisors Inc. | 4,213 | $1.23M | 0.24% | +11+0.3% | Added |
| Tudor Financial Inc. | 4,200 | $1.23M | 0.63% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 4,200 | $1.23M | 0.26% | +4,200 | New |
| Perpetual Ltd | 4,191 | $1.22M | 0.02% | +4,191 | New |
| Financial Planning Hawaii, Inc. | 4,190 | $1.22M | 0.72% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 4,179 | $1.22M | 0.12% | +16+0.4% | Added |
| Stock Yards Bank & Trust Co | 4,171 | $1.22M | 0.04% | −260−5.9% | Reduced |
| Moody National Bank Trust Division | 4,144 | $1.21M | 0.12% | +13+0.3% | Added |
| Valeo Financial Advisors, LLC | 4,139 | $1.21M | 0.03% | −913−18.1% | Reduced |
| Flputnam Investment Management Co | 4,103 | $1.20M | 0.02% | +103+2.6% | Added |
| Atomi Financial Group, Inc. | 4,101 | $1.20M | 0.04% | −196−4.6% | Reduced |
| Brevan Howard Capital Management LP | 4,101 | $1.20M | 0.01% | −17,225−80.8% | Reduced |
| Vectors Research Management, LLC | 4,100 | $1.20M | 0.35% | 00.0% | Unchanged |
| Delphi Management Inc | 4,097 | $1.20M | 1.43% | −506−11.0% | Reduced |
| Old National Bancorp | 4,083 | $1.19M | 0.02% | −341−7.7% | Reduced |
| Private Wealth Asset Management, LLC | 4,063 | $1.19M | 0.13% | −20.0% | Reduced |
| Yoffe Investment Management, LLC | 3,987 | $1.16M | 1.49% | 00.0% | Unchanged |
| Texas Bank & Trust Co | 3,986 | $1.16M | 0.44% | −129−3.1% | Reduced |
| Foundations Investment Advisors, LLC | 3,976 | $1.16M | 0.01% | +138+3.6% | Added |
| Forza Wealth Management, LLC | 3,922 | $1.14M | 0.40% | −150−3.7% | Reduced |
| Apollon Wealth Management, LLC | 3,895 | $1.14M | 0.02% | +882+29.3% | Added |
| Sterneck Capital Management, LLC | 3,895 | $1.14M | 0.51% | −105−2.6% | Reduced |
| Abner Herrman & Brock LLC | 3,888 | $1.13M | 0.13% | −289−6.9% | Reduced |
| Essential Partners LLC | 3,837 | $1.12M | 0.38% | −234−5.7% | Reduced |
| RiverFront Investment Group, LLC | 3,819 | $1.11M | 0.02% | +701+22.5% | Added |
| AlphaCore Capital LLC | 3,817 | $1.11M | 0.03% | +193+5.3% | Added |
| Tocqueville Asset Management L.P. | 3,805 | $1.11M | 0.02% | +87+2.3% | Added |
| Daymark Wealth Partners, LLC | 3,802 | $1.11M | 0.03% | +1,258+49.4% | Added |
| Principal Securities, Inc. | 3,778 | $1.10M | 0.02% | +328+9.5% | Added |
| Mission Wealth Management, LP | 3,760 | $1.10M | 0.02% | −105−2.7% | Reduced |
| Westerkirk Capital Inc. | 3,669 | $1.07M | 0.12% | −274−6.9% | Reduced |
| Nomura Holdings Inc | 3,656 | $1.07M | 0.01% | −13,073−78.1% | Reduced |
| Guardian Partners Inc. | 3,648 | $1.07M | 0.09% | +10.0% | Added |
| Davis Asset Management, L.P. | 3,653 | $1.07M | 0.03% | +3,653 | New |
| Kanawha Capital Management LLC | 3,651 | $1.06M | 0.08% | −42−1.1% | Reduced |
| AlphaGrep UK Ltd | 3,630 | $1.06M | 0.31% | +489+15.6% | Added |
| PFG Investments, LLC | 3,626 | $1.06M | 0.05% | +9+0.2% | Added |
| TCW Group Inc | 3,589 | $1.05M | 0.01% | −1,995−35.7% | Reduced |
| Harbor Capital Advisors, Inc. | 3,583 | $1.04M | 0.08% | −1,349−27.4% | Reduced |
| Kornitzer Capital Management Inc | 3,566 | $1.04M | 0.02% | +80+2.3% | Added |
| Redwood Investment Management, LLC | 3,561 | $1.04M | 0.13% | −222−5.9% | Reduced |
| Boyd Watterson Asset Management LLC | 3,538 | $1.03M | 0.32% | 00.0% | Unchanged |
| Allianz SE | 3,532 | $1.03M | 0.01% | +3,532 | New |
| Sagespring Wealth Partners, LLC | 3,503 | $1.02M | 0.02% | +131+3.9% | Added |
| Bryn Mawr Trust Co | 3,488 | $1.02M | 0.02% | +10.0% | Added |
| 1 North Wealth Services LLC | 3,464 | $1.01M | 0.36% | −187−5.1% | Reduced |
| Calamos Wealth Management LLC | 3,463 | $1.01M | 0.03% | −1,310−27.4% | Reduced |
| Ocean Capital Management, LLC | 3,445 | $1.00M | 0.21% | −66−1.9% | Reduced |
| Oak Thistle LLC | 3,442 | $1.00M | 0.10% | +3,442 | New |
| Capital Investment Advisors, LLC | 3,436 | $1.00M | 0.01% | +168+5.1% | Added |
| GTS Securities LLC | 3,409 | $994.3K | 0.04% | −5,058−59.7% | Reduced |
| Minot DeBlois Advisors LLC | 3,386 | $987.7K | 0.90% | +28+0.8% | Added |
| Tema ETFs LLC | 3,381 | $986.2K | 0.07% | +14+0.4% | Added |
| Rinkey Investments | 3,368 | $982.4K | 0.25% | 00.0% | Unchanged |
| Leo Wealth, LLC | 3,364 | $981.3K | 0.07% | +3,364 | New |
| Union Savings Bank | 3,363 | $980.9K | 0.43% | −84−2.4% | Reduced |
| Connecticut Wealth Management, LLC | 3,348 | $976.5K | 0.04% | +329+10.9% | Added |
| Evergreen Capital Management LLC | 3,339 | $974.0K | 0.02% | +1,043+45.4% | Added |
| Balyasny Asset Management LLC | 3,333 | $972.2K | 0.00% | −108−3.1% | Reduced |
| Wedmont Private Capital | 3,215 | $969.5K | 0.03% | +48+1.5% | Added |
| Searle & Co. | 3,304 | $963.7K | 0.24% | 00.0% | Unchanged |
| Villere St Denis J & Co LLC | 3,303 | $963.4K | 0.11% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 3,275 | $955.2K | 0.07% | +24+0.7% | Added |
| Ar Asset Management Inc | 3,264 | $952.0K | 0.18% | 00.0% | Unchanged |