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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parr McKnight Wealth Management Group, LLC | 2,013 | $664.5K | 0.08% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 2,014 | $664.9K | 0.04% | +617+44.2% | Added |
| Bearing Point Capital, LLC | 2,019 | $666.5K | 0.09% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 2,019 | $666.5K | 0.34% | −2−0.1% | Reduced |
| Moody Lynn & Lieberson, LLC | 2,034 | $671.5K | 0.04% | −31−1.5% | Reduced |
| Journey Advisory Group, LLC | 2,035 | $671.8K | 0.05% | −10−0.5% | Reduced |
| Ethos Financial Group, LLC | 1,727 | $671.8K | 0.04% | +1,727 | New |
| PUREfi Wealth, LLC | 2,036 | $672.1K | 0.37% | −865−29.8% | Reduced |
| PDS Planning, Inc | 2,037 | $672.5K | 0.04% | +9+0.4% | Added |
| Mirabella Financial Services LLP | 2,039 | $673.1K | 0.06% | +2,039 | New |
| Diligent Investors, LLC | 2,056 | $678.7K | 0.15% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 2,060 | $680.0K | 0.02% | −8−0.4% | Reduced |
| Prostatis Group LLC | 2,060 | $680.0K | 0.16% | +1,056+105.2% | Added |
| Cornell Pochily Investment Advisors, Inc. | 2,070 | $683.2K | 0.18% | −82−3.8% | Reduced |
| Sagewood Asset Management LP | 2,073 | $684.3K | 0.15% | +1,040+100.7% | Added |
| Lifeworks Advisors, LLC | 2,095 | $691.6K | 0.07% | −7−0.3% | Reduced |
| Invesco, LLC | 2,100 | $693.3K | 0.21% | +394+23.1% | Added |
| Ledyard National Bank | 2,101 | $693.6K | 0.06% | +2+0.1% | Added |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 2,107 | $695.6K | 0.02% | −81−3.7% | Reduced |
| SBI Okasan Asset Management Co.Ltd. | 2,100 | $696.9K | 0.02% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 2,117 | $698.9K | 0.12% | +100+5.0% | Added |
| Banque Transatlantique SA | 2,124 | $701.2K | 0.02% | −54−2.5% | Reduced |
| Ponta Wealth Partners, LLC | 2,130 | $703.2K | 0.38% | +173+8.8% | Added |
| Modern Wealth Management, LLC | 2,138 | $705.9K | 0.01% | +306+16.7% | Added |
| United Capital Management of KS, Inc. | 2,146 | $708.5K | 0.09% | +88+4.3% | Added |
| State of Wyoming | 2,180 | $719.7K | 0.07% | −5−0.2% | Reduced |
| City State Bank | 2,186 | $721.6K | 0.17% | 00.0% | Unchanged |
| Colony Group, LLC | 2,188 | $722.4K | 0.00% | +631+40.5% | Added |
| Proficio Capital Partners LLC | 2,194 | $724.1K | 0.03% | +2,194 | New |
| Fortis Group Advisors, LLC | 2,203 | $727.3K | 0.12% | +8+0.4% | Added |
| Abacus Wealth Partners, LLC | 2,215 | $731.2K | 0.08% | −226−9.3% | Reduced |
| Weik Capital Management | 2,220 | $732.9K | 0.28% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 2,220 | $732.9K | 0.07% | 00.0% | Unchanged |
| Whi Trust Co LLC | 2,222 | $733.5K | 0.47% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 2,224 | $734.2K | 0.05% | +5+0.2% | Added |
| Williams Jones Wealth Management, LLC. | 2,231 | $736.4K | 0.01% | +39+1.8% | Added |
| Mendel Money Management | 2,240 | $739.5K | 0.27% | −230−9.3% | Reduced |
| Karani Asset Management LLC | 2,240 | $739.5K | 0.54% | +807+56.3% | Added |
| Alhambra Investment Partners LLC | 2,250 | $742.8K | 0.32% | −145−6.1% | Reduced |
| Wealth Alliance | 2,252 | $743.3K | 0.06% | −953−29.7% | Reduced |
| Van Hulzen Asset Management, LLC | 2,257 | $745.0K | 0.05% | −164−6.8% | Reduced |
| Sky Investment Group LLC | 2,258 | $745.4K | 0.12% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 2,269 | $749.2K | 0.01% | +299+15.2% | Added |
| Advisors Capital Management, LLC | 2,270 | $749.7K | 0.01% | +333+17.2% | Added |
| Robinswood Financial LLC | 2,271 | $749.7K | 0.21% | 00.0% | Unchanged |
| Cornerstone Planning, LLC | 2,275 | $751.1K | 0.17% | −5,907−72.2% | Reduced |
| Norden Group LLC | 2,276 | $751.5K | 0.06% | +1,513+198.3% | Added |
| EverSource Wealth Advisors, LLC | 2,280 | $752.5K | 0.03% | −589−20.5% | Reduced |
| Chesapeake Asset Management LLC | 2,285 | $754.3K | 0.58% | −776−25.4% | Reduced |
| Keystone Financial Group | 2,288 | $755.3K | 0.04% | +76+3.4% | Added |
| International Assets Investment Management, LLC | 2,261 | $756.4K | 0.05% | +144+6.8% | Added |
| First National Bank Sioux Falls | 2,533 | $757.0K | 0.21% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,296 | $757.8K | 0.02% | +112+5.1% | Added |
| Foundation Resource Management Inc | 2,315 | $764.2K | 0.09% | 00.0% | Unchanged |
| LMCG Investments, LLC | 2,315 | $764.2K | 0.04% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 2,316 | $764.7K | 0.01% | +239+11.5% | Added |
| WJ Financial Advisors LLC | 2,317 | $764.9K | 0.56% | −2−0.1% | Reduced |
| Heritage Wealth Management, Inc. | 2,330 | $769.2K | 0.19% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 2,352 | $776.5K | 0.61% | +10.0% | Added |
| Cidel Asset Management Inc | 2,358 | $778.4K | 0.04% | +570+31.9% | Added |
| Iams Wealth Management, LLC | 2,362 | $780.1K | 0.23% | +456+23.9% | Added |
| Jeppson Wealth Management, LLC | 2,370 | $782.4K | 0.23% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 2,374 | $783.9K | 0.49% | +28+1.2% | Added |
| Inscription Capital, LLC | 2,375 | $784.0K | 0.07% | +895+60.5% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,376 | $784.5K | 0.09% | +525+28.4% | Added |
| Northcape Wealth Management, LLC | 2,400 | $792.3K | 0.21% | 00.0% | Unchanged |
| Essex Savings Bank | 2,406 | $794.2K | 0.17% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 2,431 | $802.6K | 0.15% | −163−6.3% | Reduced |
| Summit Financial, LLC | 2,433 | $803.1K | 0.01% | +95+4.1% | Added |
| Trust Asset Management LLC | 2,440 | $805.5K | 0.05% | −84−3.3% | Reduced |
| Berger Financial Group, Inc | 2,450 | $808.7K | 0.04% | −103−4.0% | Reduced |
| Harbour Capital Advisors, LLC | 2,390 | $810.0K | 0.15% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 2,459 | $811.6K | 0.08% | −5−0.2% | Reduced |
| Orrstown Financial Services Inc | 2,459 | $811.8K | 0.12% | −53−2.1% | Reduced |
| Rexford Capital Inc | 2,468 | $814.7K | 0.50% | +66+2.7% | Added |
| Aprio Wealth Management, LLC | 2,473 | $816.5K | 0.04% | +209+9.2% | Added |
| Hamel Associates, Inc. | 2,478 | $818.0K | 0.23% | +164+7.1% | Added |
| Edgestream Partners, L.P. | 2,491 | $822.3K | 0.02% | +2,491 | New |
| Beacon Investment Advisors LLC | 2,507 | $827.8K | 0.26% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,511 | $828.9K | 0.06% | +407+19.3% | Added |
| Summit Global Investments | 2,511 | $829.0K | 0.05% | −4,765−65.5% | Reduced |
| Baldwin Brothers Inc | 2,517 | $830.9K | 0.05% | −19−0.7% | Reduced |
| Measured Wealth Private Client Group, LLC | 2,524 | $833.2K | 0.20% | +192+8.2% | Added |
| Bridgewater Advisors Inc. | 2,250 | $841.1K | 0.05% | +26+1.2% | Added |
| Stiles Financial Services Inc | 2,549 | $841.3K | 0.21% | −2−0.1% | Reduced |
| Legacy Financial Group LLC | 2,551 | $842.1K | 0.09% | +4+0.2% | Added |
| SkyOak Wealth, LLC | 2,553 | $842.8K | 0.14% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 2,563 | $846.1K | 0.19% | −35−1.3% | Reduced |
| Franklin Street Advisors Inc | 2,586 | $853.7K | 0.05% | +172+7.1% | Added |
| National Asset Management, Inc. | 2,586 | $858.2K | 0.05% | +112+4.5% | Added |
| Associated Banc-Corp | 2,608 | $861.0K | 0.02% | −76−2.8% | Reduced |
| Mechanics Bank Trust Department | 2,616 | $863.6K | 0.11% | +316+13.7% | Added |
| Baker Tilly Wealth Management, LLC | 2,620 | $864.8K | 0.19% | −88−3.2% | Reduced |
| Guardian Wealth Advisors, LLC | 2,621 | $865.2K | 0.05% | +13+0.5% | Added |
| Welch & Forbes LLC | 2,623 | $865.9K | 0.01% | +12+0.5% | Added |
| Groupama Asset Managment | 2,622 | $866.5K | 0.01% | +8+0.3% | Added |
| Old National Bancorp | 2,628 | $867.6K | 0.02% | −1,455−35.6% | Reduced |
| Interchange Capital Partners, LLC | 2,629 | $867.9K | 0.16% | +170+6.9% | Added |
| Park National Corp | 2,638 | $870.9K | 0.02% | 00.0% | Unchanged |
| Inlet Private Wealth, LLC | 2,651 | $875.3K | 0.21% | 00.0% | Unchanged |