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 |
|---|---|---|---|---|---|
| Burns J W & Co Inc | 3,259 | $950.6K | 0.11% | −25−0.8% | Reduced |
| Kingswood Wealth Advisors, LLC | 3,257 | $950.1K | 0.05% | +7+0.2% | Added |
| Dorsey Wright & Associates | 3,255 | $949.4K | 0.12% | +3,255 | New |
| LVM Capital Management Ltd | 3,251 | $948.0K | 0.09% | 00.0% | Unchanged |
| Bull Harbor Capital LLC | 3,237 | $944.2K | 0.25% | +3,237 | New |
| Fisher Asset Management, LLC | 3,222 | $940.2K | 0.00% | +956+42.2% | Added |
| Atlas Capital Advisors LLC | 3,222 | $939.8K | 0.11% | +25+0.8% | Added |
| Quad-Cities Investment Group, LLC | 3,217 | $938.3K | 0.37% | +4+0.1% | Added |
| Level Four Advisory Services, LLC | 3,214 | $937.5K | 0.03% | +116+3.7% | Added |
| Wealth Alliance | 3,205 | $934.8K | 0.09% | −2,328−42.1% | Reduced |
| PCM Encore, LLC | 3,202 | $933.9K | 0.19% | +58+1.8% | Added |
| Strategic Advisors LLC | 3,194 | $931.9K | 0.15% | +43+1.4% | Added |
| Gryphon Financial Partners LLC | 3,192 | $931.0K | 0.10% | +298+10.3% | Added |
| Roehl & Yi Investment Advisors, LLC | 3,160 | $921.7K | 0.35% | −29−0.9% | Reduced |
| LVW Advisors, LLC | 3,150 | $918.8K | 0.09% | −433−12.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 3,146 | $917.6K | 0.06% | −787−20.0% | Reduced |
| Marble Wealth, LLC | 3,142 | $916.6K | 0.16% | −367−10.5% | Reduced |
| VestGen Advisors, LLC | 3,070 | $915.6K | 0.03% | +1,341+77.6% | Added |
| Mount Lucas Management LP | 3,135 | $914.4K | 0.34% | +113+3.7% | Added |
| Evolve Private Wealth, LLC | 3,119 | $909.6K | 0.05% | +790+33.9% | Added |
| Evernest Financial Advisors, LLC | 2,988 | $907.6K | 0.19% | −84−2.7% | Reduced |
| Frank, Rimerman Advisors LLC | 3,109 | $906.8K | 0.06% | +76+2.5% | Added |
| Wilson & Boucher Capital Management, LLC | 3,088 | $900.7K | 0.60% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 3,061 | $892.8K | 0.06% | −76−2.4% | Reduced |
| Chesapeake Asset Management LLC | 3,061 | $892.8K | 0.72% | +43+1.4% | Added |
| CWA Asset Management Group, LLC | 3,058 | $892.0K | 0.03% | +231+8.2% | Added |
| TIAA Wealth Investment Management LLC | 3,051 | $889.9K | 0.01% | +3,051 | New |
| Checchi Capital Advisers, LLC | 3,046 | $888.5K | 0.06% | +167+5.8% | Added |
| Premier Path Wealth Partners, LLC | 3,039 | $886.5K | 0.12% | +682+28.9% | Added |
| Clear Harbor Asset Management, LLC | 3,026 | $882.6K | 0.06% | +147+5.1% | Added |
| Mather Group, LLC. | 3,019 | $880.6K | 0.01% | +476+18.7% | Added |
| Pinnacle Bancorp, Inc. | 3,008 | $877.4K | 0.26% | 00.0% | Unchanged |
| Lederer & Associates Investment Counsel | 2,992 | $873.0K | 0.62% | −216−6.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 2,990 | $872.1K | 0.01% | +34+1.2% | Added |
| Chicago Trust Co NA | 2,985 | $870.7K | 0.14% | +258+9.5% | Added |
| Evoke Wealth, LLC | 2,969 | $866.1K | 0.02% | +501+20.3% | Added |
| Davis R M Inc | 2,962 | $864.0K | 0.02% | −99−3.2% | Reduced |
| denkapparat Operations GmbH | 2,962 | $864.0K | 0.36% | +2,962 | New |
| Annex Advisory Services, LLC | 2,947 | $859.6K | 0.02% | −24−0.8% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 2,947 | $859.6K | 0.35% | −229−7.2% | Reduced |
| Ibex Wealth Advisors | 2,931 | $854.8K | 0.08% | +2,931 | New |
| Camden National Bank | 2,928 | $854.0K | 0.12% | −50−1.7% | Reduced |
| Pure Financial Advisors, Inc. | 2,920 | $851.8K | 0.01% | +197+7.2% | Added |
| Real Talk Capital, LLC | 2,914 | $850.1K | 0.80% | +9+0.3% | Added |
| IKE Capital, LLC | 2,913 | $849.7K | 0.48% | −264−8.3% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 2,913 | $849.7K | 0.04% | −110−3.6% | Reduced |
| Integrated Advisors Network LLC | 2,906 | $847.6K | 0.04% | +15+0.5% | Added |
| PUREfi Wealth, LLC | 2,901 | $846.2K | 0.55% | +17+0.6% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,899 | $845.6K | 0.08% | 00.0% | Unchanged |
| High Note Wealth, LLC | 2,895 | $844.4K | 0.17% | −7−0.2% | Reduced |
| TCG Advisory Services, LLC | 2,883 | $841.0K | 0.02% | +19+0.7% | Added |
| EverSource Wealth Advisors, LLC | 2,869 | $836.7K | 0.03% | +857+42.6% | Added |
| Bank of Stockton | 2,861 | $834.5K | 0.26% | −40−1.4% | Reduced |
| Catalytic Wealth RIA, LLC | 2,842 | $829.0K | 0.03% | −179−5.9% | Reduced |
| Berkeley Capital Partners, LLC | 2,840 | $828.4K | 0.19% | +2,840 | New |
| Empower Advisory Group, LLC | 2,836 | $827.1K | 0.00% | −154−5.2% | Reduced |
| Boston Trust Walden Corp | 2,819 | $822.2K | 0.01% | +333+13.4% | Added |
| Biltmore Family Office, LLC | 2,802 | $817.3K | 0.11% | 00.0% | Unchanged |
| Eastern Bank | 2,801 | $817.0K | 0.01% | −51−1.8% | Reduced |
| Waddell & Associates, LLC | 2,773 | $808.9K | 0.05% | +1,055+61.4% | Added |
| Great Valley Advisor Group, Inc. | 2,748 | $801.7K | 0.01% | −58−2.1% | Reduced |
| Central Trust Co | 2,738 | $798.6K | 0.02% | −375−12.0% | Reduced |
| NorthCrest Asset Manangement, LLC | 2,703 | $794.5K | 0.02% | +144+5.6% | Added |
| Brave Asset Management Inc | 2,710 | $790.5K | 0.19% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 2,708 | $789.9K | 0.19% | −57−2.1% | Reduced |
| Baker Ellis Asset Management LLC | 2,700 | $787.5K | 0.09% | −50−1.8% | Reduced |
| MONECO Advisors, LLC | 2,687 | $783.6K | 0.06% | −5−0.2% | Reduced |
| Associated Banc-Corp | 2,684 | $782.9K | 0.02% | −4−0.1% | Reduced |
| Aries Wealth Management | 2,658 | $775.3K | 0.17% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 2,655 | $774.5K | 0.02% | +679+34.4% | Added |
| Inlet Private Wealth, LLC | 2,651 | $773.4K | 0.20% | 00.0% | Unchanged |
| Park National Corp | 2,638 | $769.5K | 0.02% | +97+3.8% | Added |
| Frec Markets, Inc. | 2,615 | $762.7K | 0.13% | +1,413+117.6% | Added |
| Groupama Asset Managment | 2,614 | $762.5K | 0.01% | +2,614 | New |
| Welch & Forbes LLC | 2,611 | $761.6K | 0.01% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 2,608 | $760.8K | 0.05% | −89−3.3% | Reduced |
| Empirical Asset Management, LLC | 2,598 | $757.6K | 0.20% | +2,598 | New |
| First National Bank Sioux Falls | 2,533 | $757.0K | 0.21% | −15−0.6% | Reduced |
| Legacy Capital Wealth Partners, LLC | 2,594 | $756.6K | 0.16% | −31−1.2% | Reduced |
| Destination Wealth Management | 2,587 | $754.5K | 0.02% | +864+50.1% | Added |
| Anchor Investment Management, LLC | 2,578 | $752.0K | 0.06% | +11+0.4% | Added |
| Grimes & Company, Inc. | 2,560 | $746.7K | 0.02% | +30+1.2% | Added |
| SkyOak Wealth, LLC | 2,553 | $744.7K | 0.14% | −168−6.2% | Reduced |
| Berger Financial Group, Inc | 2,553 | $744.6K | 0.04% | +96+3.9% | Added |
| Stiles Financial Services Inc | 2,551 | $744.1K | 0.23% | +14+0.6% | Added |
| Crestwood Advisors Group LLC | 2,549 | $743.6K | 0.01% | +117+4.8% | Added |
| Legacy Financial Group LLC | 2,547 | $743.0K | 0.09% | +3+0.1% | Added |
| Baldwin Brothers Inc | 2,536 | $739.7K | 0.05% | −179−6.6% | Reduced |
| Wedbush Securities Inc | 2,533 | $739.0K | 0.02% | +8+0.3% | Added |
| True Vision MN LLC | 2,532 | $738.5K | 0.38% | 00.0% | Unchanged |
| Trust Asset Management LLC | 2,524 | $736.2K | 0.05% | 00.0% | Unchanged |
| Orrstown Financial Services Inc | 2,512 | $732.7K | 0.12% | −99−3.8% | Reduced |
| Beacon Investment Advisors LLC | 2,507 | $731.4K | 0.28% | 00.0% | Unchanged |
| National Asset Management, Inc. | 2,474 | $722.0K | 0.05% | −428−14.7% | Reduced |
| Transcend Wealth Collective, LLC | 2,473 | $721.3K | 0.06% | +385+18.4% | Added |
| Harbour Capital Advisors, LLC | 2,390 | $721.0K | 0.14% | −10.0% | Reduced |
| Perbak Capital Partners LLP | 2,471 | $720.7K | 0.18% | +2,471 | New |
| Mendel Money Management | 2,470 | $720.5K | 0.30% | −12−0.5% | Reduced |
| River Wealth Advisors LLC | 2,464 | $718.6K | 0.08% | +61+2.5% | Added |
| Ofi Invest Asset Management | 2,588 | $716.0K | 0.01% | +665+34.6% | Added |