Skip to main content

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; 1,868 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, Q3 2026

Institutional positions in Travelers Companies, Inc. as of Sep 30, 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders
12
+1 vs. Q2 2026
Shares held
10.7K
−24.9K (−69.9%) vs. Q2 2026
Total value
$3.83M
−$7.95M (−67.5%) vs. Q2 2026
New holders
1
3 more added
Sold out
0
3 more reduced

1,857 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: 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.

Institutional holders
Q1 2021: 1,172 institutionsQ2 2021: 1,138 institutionsQ3 2021: 1,137 institutionsQ4 2021: 1,229 institutionsQ1 2022: 1,277 institutionsQ2 2022: 1,222 institutionsQ3 2022: 1,204 institutionsQ4 2022: 1,303 institutionsQ1 2023: 1,269 institutionsQ2 2023: 1,287 institutionsQ3 2023: 1,259 institutionsQ4 2023: 1,333 institutionsQ1 2024: 1,451 institutionsQ2 2024: 1,414 institutionsQ3 2024: 1,470 institutionsQ4 2024: 1,589 institutionsQ1 2025: 1,644 institutionsQ2 2025: 1,638 institutionsQ3 2025: 1,680 institutionsQ4 2025: 1,779 institutionsQ1 2026: 1,804 institutionsQ2 2026: 1,868 institutions
Value held
Q1 2021: $31.5BQ2 2021: $31.0BQ3 2021: $31.1BQ4 2021: $31.3BQ1 2022: $36.0BQ2 2022: $33.1BQ3 2022: $29.7BQ4 2022: $36.0BQ1 2023: $32.3BQ2 2023: $32.5BQ3 2023: $30.5BQ4 2023: $36.0BQ1 2024: $43.6BQ2 2024: $38.8BQ3 2024: $44.0BQ4 2024: $45.6BQ1 2025: $49.8BQ2 2025: $50.7BQ3 2025: $51.9BQ4 2025: $53.8BQ1 2026: $52.1BQ2 2026: $61.0B
Institutions holding TRV and their total value by quarter
QuarterHoldersValue
Q2 20261,868$61.0B
Q1 20261,804$52.1B
Q4 20251,779$53.8B
Q3 20251,680$51.9B
Q2 20251,638$50.7B
Q1 20251,644$49.8B
Q4 20241,589$45.6B
Q3 20241,470$44.0B
Q2 20241,414$38.8B
Q1 20241,451$43.6B
Q4 20231,333$36.0B
Q3 20231,259$30.5B
Q2 20231,287$32.5B
Q1 20231,269$32.3B
Q4 20221,303$36.0B
Q3 20221,204$29.7B
Q2 20221,222$33.1B
Q1 20221,277$36.0B
Q4 20211,229$31.3B
Q3 20211,137$31.1B
Q2 20211,138$31.0B
Q1 20211,172$31.5B

Institutions, Q3 2026

Shares, value and share of portfolio for each institution holding Travelers Companies, Inc.; share changes are against Q2 2026.

Institutions holding TRV in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Plancorp, LLC––––Not filed
L2 Asset Management, LLC––––Not filed
C M Bidwell & Associates Ltd––––Not filed
Willner & Heller, LLC––––Not filed
Means Investment Co., Inc.––––Not filed
Builder Investment Group Inc––––Not filed
Syverson Strege & Co––––Not filed
Enhancing Capital LLC––––Not filed
S-Bank Fund Management Ltd––––Not filed
JFS Wealth Advisors, LLC––––Not filed
Earnest Partners LLC––––Not filed
Bridgewealth Advisory Group, LLC––––Not filed
Magnolia Capital Advisors LLC––––Not filed
Mission Creek Capital Partners, Inc.––––Not filed
3Chopt Investment Partners, LLC––––Not filed
Sanchez Levi Garrett––––Not filed
Northwest Quadrant Wealth Management, LLC––––Not filed
Advisors Management Group Inc––––Not filed
Optas, LLC––––Not filed
Slocum, Gordon & Co LLP––––Not filed
Charles Schwab Trust Co––––Not filed
Caldwell Sutter Capital, Inc.––––Not filed
Accurate Wealth Management, LLC––––Not filed
Armis Advisers, LLC––––Not filed
Wealthspan Partners, LLC––––Not filed
Csenge Advisory Group––––Not filed
Flagship Wealth Advisors, LLC––––Not filed
MKT Advisors LLC––––Not filed
Bayban––––Not filed
Novem Group––––Not filed
Kelly Financial Group LLC––––Not filed
Keystone Financial Group, Inc.––––Not filed
Larry Mathis Financial Planning, LLC––––Not filed
RFG Advisory, LLC––––Not filed
MFA Wealth Services––––Not filed
Capital Management Associates, Inc––––Not filed
Zacks Investment Management––––Not filed
Marino, Stram & Associates LLC––––Not filed
Marietta Wealth Management, LLC––––Not filed
Farmers & Merchants Investments Inc––––Not filed
Westco Advisory Services Inc––––Not filed
Sippican Capital Advisors––––Not filed
Quent Capital, LLC––––Not filed
Abel Hall, LLC––––Not filed
Facet Wealth, Inc.––––Not filed
Centennial Bank––––Not filed
Integrity Advisory Solutions, LLC––––Not filed
McKinley Carter Wealth Services, Inc.––––Not filed
Avail Investment Partners, LLC––––Not filed
StoneX Group Inc.––––Not filed
Five Oceans Advisors––––Not filed
Xxi Wealth, LLC––––Not filed
Caldwell Trust Co––––Not filed
Bull Oak Capital, LLC––––Not filed
McLean Asset Management Corp––––Not filed
Breakwater Capital Group––––Not filed
Fragasso Group Inc.––––Not filed
Farmers & Merchants Trust Co of Long Beach––––Not filed
CRA Financial Services, LLC––––Not filed
Key Financial Inc––––Not filed
Ellsworth Advisors, LLC––––Not filed
Purkiss Capital Advisors LLC––––Not filed
Cornerstone Advisory, LLC––––Not filed
Boston Private Wealth LLC––––Not filed
Sageworth Trust Co––––Not filed
Quarry LP––––Not filed
HCR Wealth Advisors––––Not filed
Quantum Financial Advisors, LLC––––Not filed
Community Financial Services Group, LLC––––Not filed
Manchester Capital Management LLC––––Not filed
LMR Partners LLP––––Not filed
Citizens National Bank Trust Department––––Not filed
BankPlus Trust Department––––Not filed
Westmount Partners, LLC––––Not filed
GWN Securities Inc.––––Not filed
Vermillion Wealth Management, Inc.––––Not filed
Valmark Advisers, Inc.––––Not filed
Shulman DeMeo Asset Management LLC––––Not filed
TMB Capital Partners, LLC––––Not filed
Dunhill Financial, LLC––––Not filed
Cary Street Partner Investment Advisory LLC––––Not filed
Winning Points Advisors, LLC––––Not filed
Resonant Capital Advisors, LLC––––Not filed
Meridian Wealth Management, LLC––––Not filed
Caerus Investment Advisors, LLC––––Not filed
Phillips Financial Management, LLC––––Not filed
Crews Bank & Trust––––Not filed
Vision Capital Management, Inc.––––Not filed
Dynamic Wealth Strategies, LLC––––Not filed
United Advisor Group, LLC––––Not filed
Templeton & Phillips Capital Management, LLC––––Not filed
Oslo Pensjonsforsikring AS––––Not filed
Sovereign Financial Group, Inc.––––Not filed
Global Strategic Investment Solutions, LLC––––Not filed
Legacy Trust––––Not filed
Red Wave Investments LLC––––Not filed
Mill Capital Management, LLC––––Not filed
CrossGen Wealth, LLC––––Not filed
Angeles Wealth Management, LLC––––Not filed
Financial Council Asset Management Inc––––Not filed