Travelers Companies, Inc.

TRV

Exchange: NYSE
Industry: Fire, Marine & Casualty Insurance
SEC CIK: 0000086312

SEC filings (opens in a new tab)

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, Q2 2026

Institutional positions in Travelers Companies, Inc. as of Jun 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

Institutional holders: 1,869; +87 vs. Q1 2026
Shares held: 185.1M; +6.90M (+3.9%) vs. Q1 2026
Total value: $61.0B; +$9.04B (+17.4%) vs. Q1 2026
New holders: 191; 686 more added
Sold out: 104; 632 more reduced

23 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 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 holdersQ2 2026: 1,869 institutions

Value heldQ2 2026: $61.0B

Institutions holding TRV and their total value by quarter
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, Q2 2026

Shares, value and share of portfolio for each institution holding Travelers Companies, Inc.; share changes are against Q1 2026.

Institutions holding TRV in Q2 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
Coston, McIsaac & Partners	2	$0	0.00%	00.0%	Unchanged
Evolution Advisers, Inc.	1	$0	0.00%	+1	New
Rachor Investment Advisory Services, LLC	1	$1	0.00%	+1	New
Darwin Advisors, LLC	0	$258	0.00%	0	New
Sankala Group LLC	1	$367	0.00%	+1	New
Caitlin John, LLC	2	$660	0.00%	−1,231−99.8%	Reduced
Stone House Investment Management, LLC	2	$660	0.00%	00.0%	Unchanged
Tidemark, LLC	2	$660	0.00%	00.0%	Unchanged
Morton Brown Family Wealth, LLC	2	$660	0.00%	+2	New
Breakwater Investment Management	2	$661	0.00%	−7−77.8%	Reduced
Maryland Capital Advisors Inc.	2	$661	0.00%	+2	New
Cordant, Inc.	3	$885	0.00%	+3	New
NVWM, LLC	3	$990	0.00%	+1+50.0%	Added
Noble Wealth Management PBC	3	$990	0.00%	+3	New
Compass Financial Management LLC	3	$990	0.00%	+3	New
Spectrum Wealth Advisory Group, LLC	3	$998	0.00%	+3	New
Phillip James Consulting Co.	4	$1.32K	0.00%	00.0%	Unchanged
Operose Advisors LLC	4	$1.32K	0.00%	+3+300.0%	Added
Luminist Capital LLC	4	$1.32K	0.00%	+4	New
Ritter Daniher Financial Advisory LLC	4	$1.32K	0.00%	00.0%	Unchanged
Halbert Hargrove Global Advisors, LLC	5	$1.50K	0.00%	+5	New
POM Investment Strategies, LLC	5	$1.65K	0.00%	00.0%	Unchanged
Sittner & Nelson, LLC	6	$1.98K	0.00%	00.0%	Unchanged
Seneschal Advisors, LLC	6	$1.98K	0.00%	00.0%	Unchanged
Aventura Private Wealth, LLC	6	$1.98K	0.00%	00.0%	Unchanged
Cape Investment Advisory, Inc.	6	$1.98K	0.00%	+6	New
Roxbury Financial LLC	6	$1.99K	0.00%	+6	New
Navigoe, LLC	9	$2.00K	0.00%	+9	New
PayPay Securities Corp	7	$2.31K	0.09%	00.0%	Unchanged
WestEnd Advisors, LLC	7	$2.31K	0.00%	00.0%	Unchanged
Rakuten Securities, Inc.	7	$2.31K	0.00%	+4+133.3%	Added
Security National Bank of Sioux City Iowa	7	$2.31K	0.00%	+7	New
DecisionPoint Financial, LLC	7	$2.34K	0.00%	+5+250.0%	Added
Mosley Wealth Management	9	$2.97K	0.00%	+9	New
Hazlett, Burt & Watson, Inc.	9	$3.00K	0.00%	00.0%	Unchanged
Oakmont Advisory Group, LLC	9	$3.05K	0.00%	+9	New
Synergy Investment Management, LLC	8	$3.11K	0.00%	+1+14.3%	Added
S&T Bank	10	$3.30K	0.00%	00.0%	Unchanged
Signature Resources Capital Management, LLC	10	$3.30K	0.00%	00.0%	Unchanged
Birchwood Financial Partners, Inc.	10	$3.30K	0.00%	00.0%	Unchanged
PFS Partners, LLC	10	$3.30K	0.00%	00.0%	Unchanged
Plante Moran Financial Advisors, LLC	12	$3.96K	0.00%	−85−87.6%	Reduced
Davis Capital Management	12	$3.96K	0.00%	+4+50.0%	Added
Planning Strategies Inc.	12	$3.96K	0.00%	+12	New
Evolution Wealth Management Inc.	13	$4.29K	0.00%	00.0%	Unchanged
1015 Capital Partners, LLC	13	$4.29K	0.00%	00.0%	Unchanged
Burk Holdings LLC	14	$4.62K	0.00%	−400−96.6%	Reduced
Clark Wealth Partners	14	$4.62K	0.00%	+3+27.3%	Added
Mechanics Financial Corp	14	$4.62K	0.00%	+14	New
TFC Financial Management	15	$4.95K	0.00%	+1+7.1%	Added
Arlington Trust Co LLC	19	$6.27K	0.00%	00.0%	Unchanged
Principia Wealth Advisory, LLC	19	$6.27K	0.00%	+1+5.6%	Added
Barrett & Company, Inc.	19	$6.27K	0.00%	+19	New
Downshift Financial, LLC	19	$6.27K	0.00%	+19	New
Whipplewood Advisors, LLC	22	$7.26K	0.00%	−68−75.6%	Reduced
Advocate Investing Services LLC	22	$7.26K	0.01%	00.0%	Unchanged
ZRC Wealth Management, LLC	22	$7.26K	0.00%	+7+46.7%	Added
HFM Investment Advisors, LLC	23	$7.59K	0.00%	+11+91.7%	Added
Sunrise Financial Services, LLC	24	$7.92K	0.00%	00.0%	Unchanged
Aspect Partners, LLC	25	$8.25K	0.00%	00.0%	Unchanged
Boreal Capital Management LLC	25	$8.25K	0.01%	00.0%	Unchanged
BOK Financial Private Wealth, Inc.	25	$8.25K	0.00%	+25	New
Lodestone Wealth Management LLC	28	$9.24K	0.00%	00.0%	Unchanged
Marquette Asset Management, LLC	28	$9.24K	0.00%	00.0%	Unchanged
Proffitt & Goodson Inc	29	$9.57K	0.00%	00.0%	Unchanged
TD Capital Management LLC	31	$10.1K	0.00%	00.0%	Unchanged
Regatta Research & Money Management	31	$10.2K	0.01%	+31	New
Gleason Group, Inc.	32	$10.6K	0.00%	+16+100.0%	Added
Raleigh Capital Management Inc.	34	$11.3K	0.00%	00.0%	Unchanged
Your Advocates Ltd., LLP	35	$11.6K	0.00%	00.0%	Unchanged
McGuire Capital Advisors Inc	35	$11.6K	0.01%	00.0%	Unchanged
USA Financial Formulas	36	$11.9K	0.00%	+36	New
Capital Analysts, LLC	36	$12.0K	0.00%	00.0%	Unchanged
FNY Investment Advisers, LLC	39	$12.0K	0.00%	+39	New
DiNuzzo Private Wealth, Inc.	39	$12.9K	0.00%	00.0%	Unchanged
Quaker Wealth Management, LLC	40	$13.2K	0.00%	−64−61.5%	Reduced
Kerr Financial Planning Corp	40	$13.2K	0.01%	00.0%	Unchanged
Chung Wu Investment Group, LLC	40	$13.2K	0.01%	00.0%	Unchanged
Archer Investment Corp	41	$13.5K	0.00%	00.0%	Unchanged
Elevated Capital Advisors, LLC	42	$13.9K	0.00%	00.0%	Unchanged
Creative Capital Management Investments LLC	42	$13.9K	0.00%	+42	New
Proathlete Wealth Management LLC	43	$14.2K	0.00%	00.0%	Unchanged
Fountainhead AM, LLC	45	$14.9K	0.01%	+38+542.9%	Added
Center for Financial Planning, Inc.	45	$14.9K	0.00%	00.0%	Unchanged
Bare Financial Services, Inc	46	$15.2K	0.00%	+17+58.6%	Added
Cranbrook Wealth Management, LLC	46	$15.2K	0.00%	00.0%	Unchanged
Accordant Advisory Group Inc	48	$15.8K	0.01%	00.0%	Unchanged
Continuum Advisory, LLC	48	$15.8K	0.00%	+48	New
N.E.W. Advisory Services LLC	49	$16.2K	0.00%	+3+6.5%	Added
Fedenia Advisers LLC	49	$16.2K	0.00%	+49	New
Decker Retirement Planning Inc.	49	$16.3K	0.01%	+49	New
Rosenberg Matthew Hamilton	50	$16.5K	0.00%	00.0%	Unchanged
Prudent Man Investment Management, Inc.	58	$16.8K	0.01%	00.0%	Unchanged
Morse Asset Management, Inc	51	$16.8K	0.00%	00.0%	Unchanged
Bay Harbor Wealth Management, LLC	52	$17.2K	0.00%	+11+26.8%	Added
Armstrong Advisory Group, Inc	52	$17.2K	0.00%	−15−22.4%	Reduced
Costello Asset Management, INC	53	$17.5K	0.01%	00.0%	Unchanged
West Branch Capital LLC	54	$17.8K	0.00%	00.0%	Unchanged
Atlantic Trust, LLC	54	$17.8K	0.00%	+8+17.4%	Added
United Financial Planning Group LLC	55	$18.2K	0.01%	00.0%	Unchanged