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 |
|---|---|---|---|---|---|
| West Paces Advisors Inc. | 3,667 | $1.21M | 0.20% | −546−13.0% | Reduced |
| Westerkirk Capital Inc. | 3,669 | $1.21M | 0.12% | 00.0% | Unchanged |
| Tema ETFs LLC | 3,671 | $1.21M | 0.04% | +290+8.6% | Added |
| Kornitzer Capital Management Inc | 3,686 | $1.22M | 0.03% | +120+3.4% | Added |
| Frec Markets, Inc. | 3,702 | $1.22M | 0.11% | +1,087+41.6% | Added |
| Daymark Wealth Partners, LLC | 3,702 | $1.22M | 0.03% | −100−2.6% | Reduced |
| Atom Investors LP | 3,716 | $1.23M | 0.11% | +3,716 | New |
| Tevis Investment Management | 3,727 | $1.23M | 0.67% | −1,388−27.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 3,736 | $1.23M | 0.05% | +479+14.7% | Added |
| Wedmont Private Capital | 3,669 | $1.24M | 0.03% | +454+14.1% | Added |
| Sagespring Wealth Partners, LLC | 3,790 | $1.25M | 0.02% | +287+8.2% | Added |
| Foundations Investment Advisors, LLC | 3,837 | $1.27M | 0.01% | −139−3.5% | Reduced |
| Aster Capital Management (DIFC) Ltd | 3,841 | $1.27M | 0.27% | +3,841 | New |
| Kanawha Capital Management LLC | 3,852 | $1.27M | 0.08% | +201+5.5% | Added |
| TD Waterhouse Canada Inc. | 3,810 | $1.28M | 0.00% | −507−11.7% | Reduced |
| Ofi Invest Asset Management | 4,036 | $1.28M | 0.01% | +1,448+56.0% | Added |
| Sterneck Capital Management, LLC | 3,895 | $1.29M | 0.55% | 00.0% | Unchanged |
| TIAA Wealth Investment Management LLC | 3,899 | $1.29M | 0.01% | +848+27.8% | Added |
| Forza Wealth Management, LLC | 3,912 | $1.29M | 0.40% | −10−0.3% | Reduced |
| Stock Yards Bank & Trust Co | 3,948 | $1.30M | 0.04% | −223−5.3% | Reduced |
| Texas Bank & Trust Co | 3,986 | $1.32M | 0.43% | 00.0% | Unchanged |
| Yoffe Investment Management, LLC | 3,987 | $1.32M | 1.51% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 4,063 | $1.34M | 0.13% | 00.0% | Unchanged |
| CV Advisors LLC | 4,100 | $1.35M | 0.26% | +4,100 | New |
| Synergy Financial Management, LLC | 4,103 | $1.35M | 0.13% | +4,103 | New |
| Flputnam Investment Management Co | 4,125 | $1.36M | 0.02% | +22+0.5% | Added |
| Perpetual Ltd | 4,129 | $1.36M | 0.02% | −62−1.5% | Reduced |
| Bailard, Inc. | 4,150 | $1.37M | 0.03% | −225−5.1% | Reduced |
| Vectors Research Management, LLC | 4,168 | $1.38M | 0.36% | +68+1.7% | Added |
| Cornerstone Wealth Management, LLC | 4,172 | $1.38M | 0.06% | −94−2.2% | Reduced |
| Ronald Blue Trust, Inc. | 4,172 | $1.38M | 0.01% | −108−2.5% | Reduced |
| Belpointe Asset Management LLC | 4,180 | $1.38M | 0.05% | −157−3.6% | Reduced |
| Linden Thomas Advisory Services, LLC | 4,185 | $1.38M | 0.11% | +6+0.1% | Added |
| Moody National Bank Trust Division | 4,190 | $1.38M | 0.11% | +46+1.1% | Added |
| Delphi Management Inc | 4,191 | $1.38M | 1.35% | +94+2.3% | Added |
| Tudor Financial Inc. | 4,200 | $1.39M | 0.62% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 4,209 | $1.39M | 0.02% | −135−3.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 4,220 | $1.39M | 0.04% | +20.0% | Added |
| Financial Planning Hawaii, Inc. | 4,245 | $1.40M | 0.75% | +55+1.3% | Added |
| Longfellow Investment Management Co LLC | 4,249 | $1.40M | 0.29% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 4,262 | $1.41M | 0.09% | −251−5.6% | Reduced |
| Employees Retirement System of Texas | 4,271 | $1.41M | 0.01% | 00.0% | Unchanged |
| JB Capital LLC | 4,280 | $1.41M | 0.05% | +58+1.4% | Added |
| Valeo Financial Advisors, LLC | 4,295 | $1.42M | 0.03% | +156+3.8% | Added |
| Hanson & Doremus Investment Management | 4,337 | $1.43M | 0.15% | +100+2.4% | Added |
| Hilltop Holdings Inc. | 4,359 | $1.44M | 0.12% | −794−15.4% | Reduced |
| JNBA Financial Advisors | 4,367 | $1.44M | 0.11% | −23−0.5% | Reduced |
| Qtron Investments LLC | 4,368 | $1.44M | 0.19% | −715−14.1% | Reduced |
| Equitable Trust Co | 4,371 | $1.44M | 0.06% | +17+0.4% | Added |
| Somerset Group LLC | 4,303 | $1.46M | 1.02% | 00.0% | Unchanged |
| MWA Asset Management | 4,425 | $1.46M | 0.66% | +51+1.2% | Added |
| NorthRock Partners, LLC | 4,430 | $1.46M | 0.02% | +133+3.1% | Added |
| Occudo Quantitative Strategies LP | 4,500 | $1.49M | 0.08% | +4,500 | New |
| Fiduciary Trust Co | 4,507 | $1.49M | 0.02% | +9+0.2% | Added |
| Bull Harbor Capital LLC | 4,509 | $1.49M | 0.29% | +1,272+39.3% | Added |
| Investors Asset Management of Georgia Inc | 4,511 | $1.49M | 0.52% | 00.0% | Unchanged |
| RFG - Bristol Wealth Advisors, LLC | 4,520 | $1.49M | 0.36% | +14+0.3% | Added |
| Diversified Trust Co | 4,521 | $1.49M | 0.02% | +36+0.8% | Added |
| Private Trust Co NA | 4,523 | $1.49M | 0.12% | −206−4.4% | Reduced |
| Ostrum Asset Management | 4,533 | $1.50M | 0.07% | +266+6.2% | Added |
| RiverFront Investment Group, LLC | 4,543 | $1.50M | 0.02% | +724+19.0% | Added |
| Atomi Financial Group, Inc. | 4,564 | $1.51M | 0.04% | +463+11.3% | Added |
| Soltis Investment Advisors LLC | 4,570 | $1.51M | 0.09% | +337+8.0% | Added |
| Independent Advisor Alliance | 4,576 | $1.51M | 0.04% | −651−12.5% | Reduced |
| IFC Advisors LLC | 4,629 | $1.53M | 0.19% | 00.0% | Unchanged |
| Clare Market Investments LLC | 4,656 | $1.54M | 0.28% | −80−1.7% | Reduced |
| Alerus Financial NA | 4,663 | $1.54M | 0.07% | +3,073+193.3% | Added |
| Tocqueville Asset Management L.P. | 4,664 | $1.54M | 0.02% | +859+22.6% | Added |
| Bullock Wealth Management Group | 4,645 | $1.55M | 0.67% | +347+8.1% | Added |
| Westpac Banking Corp | 4,712 | $1.56M | 0.10% | −35−0.7% | Reduced |
| Geneos Wealth Management Inc. | 4,739 | $1.56M | 0.03% | +10.0% | Added |
| First National Advisers, LLC | 4,782 | $1.58M | 0.22% | −456−8.7% | Reduced |
| Procyon Private Wealth Partners, LLC | 4,822 | $1.59M | 0.07% | +13+0.3% | Added |
| AA Financial Advisors, LLC | 4,827 | $1.59M | 0.19% | +209+4.5% | Added |
| Trust Co of Toledo NA | 4,842 | $1.60M | 0.13% | +24+0.5% | Added |
| HBK Sorce Advisory LLC | 4,223 | $1.61M | 0.03% | +14+0.3% | Added |
| NorthCrest Asset Manangement, LLC | 4,788 | $1.62M | 0.04% | +2,085+77.1% | Added |
| Dynamic Advisor Solutions LLC | 4,902 | $1.62M | 0.05% | −97−1.9% | Reduced |
| Lowe Brockenbrough & Co Inc | 4,961 | $1.64M | 0.07% | −183−3.6% | Reduced |
| PFG Advisors | 4,963 | $1.64M | 0.08% | +470+10.5% | Added |
| JSF Financial, LLC | 4,963 | $1.64M | 0.26% | +146+3.0% | Added |
| Plimoth Trust Co LLC | 4,967 | $1.64M | 0.33% | −158−3.1% | Reduced |
| Institute for Wealth Management, LLC. | 5,017 | $1.66M | 0.15% | −86−1.7% | Reduced |
| Syon Capital LLC | 5,035 | $1.66M | 0.07% | +653+14.9% | Added |
| Sumitomo Life Insurance Co | 5,077 | $1.68M | 0.03% | −306−5.7% | Reduced |
| Joel Isaacson & Co., LLC | 5,096 | $1.68M | 0.05% | −11−0.2% | Reduced |
| Glenview Trust Co | 5,117 | $1.69M | 0.02% | −116−2.2% | Reduced |
| Guyasuta Investment Advisors Inc | 5,165 | $1.71M | 0.09% | 00.0% | Unchanged |
| Natural Investments, LLC | 5,170 | $1.71M | 0.37% | −136−2.6% | Reduced |
| Elmwood Wealth Management, Inc. | 5,170 | $1.71M | 0.43% | −10−0.2% | Reduced |
| Ames National Corp | 5,187 | $1.71M | 0.94% | +4,461+614.5% | Added |
| Smartleaf Asset Management LLC | 5,188 | $1.72M | 0.06% | 00.0% | Unchanged |
| Haverford Trust Co | 5,219 | $1.72M | 0.01% | +44+0.9% | Added |
| Net Worth Advisory Group | 5,249 | $1.73M | 0.44% | −339−6.1% | Reduced |
| Bridges Investment Management Inc | 5,259 | $1.74M | 0.02% | +13+0.2% | Added |
| Arvest Investments, Inc. | 5,270 | $1.74M | 0.21% | −27−0.5% | Reduced |
| Roundview Capital LLC | 5,283 | $1.74M | 0.10% | +35+0.7% | Added |
| Commonwealth Retirement Investments LLC | 5,301 | $1.75M | 0.48% | +243+4.8% | Added |
| Providence Wealth Advisors, LLC | 5,179 | $1.75M | 1.03% | +10.0% | Added |
| Lyell Wealth Management, LP | 5,316 | $1.75M | 0.11% | +3,210+152.4% | Added |