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 |
|---|---|---|---|---|---|
| Meeder Advisory Services, Inc. | 5,338 | $1.76M | 0.06% | −1,876−26.0% | Reduced |
| Global Retirement Partners, LLC | 5,389 | $1.78M | 0.03% | +5,389 | New |
| Beacon Financial Group | 5,410 | $1.79M | 0.16% | −330−5.7% | Reduced |
| Wealthspire Advisors, LLC | 5,496 | $1.81M | 0.01% | +763+16.1% | Added |
| SummitTX Capital, L.P. | 5,501 | $1.82M | 0.05% | +3,541+180.7% | Added |
| Impax Asset Management Group plc | 5,543 | $1.83M | 0.01% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 5,562 | $1.84M | 0.02% | +1,667+42.8% | Added |
| South Dakota Investment Council | 5,570 | $1.84M | 0.03% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 5,575 | $1.84M | 0.08% | −317−5.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 5,597 | $1.85M | 0.03% | −429−7.1% | Reduced |
| V-Square Quantitative Management LLC | 5,606 | $1.85M | 0.18% | −56−1.0% | Reduced |
| HighMark Wealth Management LLC | 5,606 | $1.85M | 0.62% | +31+0.6% | Added |
| MB, Levis & Associates, LLC | 5,633 | $1.86M | 0.69% | +13+0.2% | Added |
| Equitable Holdings, Inc. | 5,643 | $1.86M | 0.01% | −4,806−46.0% | Reduced |
| Sivia Capital Partners, LLC | 5,660 | $1.87M | 0.23% | −429−7.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 5,686 | $1.88M | 0.11% | −264−4.4% | Reduced |
| Profund Advisors LLC | 5,687 | $1.88M | 0.05% | −194−3.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,712 | $1.89M | 0.09% | +563+10.9% | Added |
| Massmutual Trust Co FSB | 5,762 | $1.90M | 0.05% | −20.0% | Reduced |
| Bank of New Hampshire | 5,783 | $1.91M | 0.40% | +405+7.5% | Added |
| Churchill Financial Advisors, LLC | 5,791 | $1.91M | 0.37% | −173−2.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,813 | $1.92M | 0.03% | −334−5.4% | Reduced |
| Johnson Financial Group, Inc. | 5,876 | $1.94M | 0.06% | −20.0% | Reduced |
| Johnson Investment Counsel Inc | 5,916 | $1.95M | 0.01% | −696−10.5% | Reduced |
| Vaughan David Investments LLC | 5,925 | $1.96M | 0.04% | −75−1.3% | Reduced |
| Virtus Investment Advisers, Inc. | 5,934 | $1.96M | 0.46% | −812−12.0% | Reduced |
| Spartan Wealth Advisory Services LLC | 5,934 | $1.96M | 0.16% | −101−1.7% | Reduced |
| Arkadios Wealth Advisors | 5,966 | $1.97M | 0.03% | −232−3.7% | Reduced |
| First National Trust Co | 5,978 | $1.97M | 0.07% | −1,547−20.6% | Reduced |
| Tower Research Capital LLC (TRC) | 5,990 | $1.98M | 0.05% | −7,263−54.8% | Reduced |
| AlphaCore Capital LLC | 5,997 | $1.98M | 0.04% | +2,180+57.1% | Added |
| BSW Wealth Partners | 5,999 | $1.98M | 0.22% | −28−0.5% | Reduced |
| Corsicana & Co. | 6,024 | $1.99M | 0.96% | +315+5.5% | Added |
| Courier Capital LLC | 6,024 | $1.99M | 0.10% | −30.0% | Reduced |
| Agate Pass Investment Management, LLC | 6,025 | $1.99M | 0.73% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 6,034 | $1.99M | 0.02% | +247+4.3% | Added |
| WBH Advisory Inc | 6,035 | $1.99M | 0.13% | −50−0.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 6,045 | $2.00M | 0.04% | −42−0.7% | Reduced |
| Gen-Wealth Partners Inc | 6,061 | $2.00M | 0.56% | −21−0.3% | Reduced |
| Davenport & Co LLC | 6,096 | $2.01M | 0.01% | +331+5.7% | Added |
| Fayez Sarofim & Co | 6,098 | $2.01M | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 6,110 | $2.02M | 0.02% | −160−2.6% | Reduced |
| Douglass Winthrop Advisors, LLC | 6,153 | $2.03M | 0.04% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 6,173 | $2.04M | 0.05% | −1,003−14.0% | Reduced |
| Brown Brothers Harriman & Co | 6,176 | $2.04M | 0.01% | +1,954+46.3% | Added |
| DAGCO, Inc. | 6,229 | $2.06M | 0.38% | −302−4.6% | Reduced |
| Pallas Capital Advisors LLC | 6,266 | $2.07M | 0.06% | +951+17.9% | Added |
| Trust Co of Vermont | 6,280 | $2.07M | 0.08% | +6,280 | New |
| Securian Asset Management, Inc | 5,651 | $2.09M | 0.07% | −215−3.7% | Reduced |
| IHT Wealth Management, LLC | 6,366 | $2.10M | 0.04% | −90−1.4% | Reduced |
| Nicholas Hoffman & Company, LLC. | 6,403 | $2.11M | 0.04% | −308−4.6% | Reduced |
| MUFG Securities Americas Inc. | 6,405 | $2.11M | 0.11% | +422+7.1% | Added |
| Callan Family Office, LLC | 6,417 | $2.12M | 0.04% | −46−0.7% | Reduced |
| North Dakota State Investment Board | 6,454 | $2.13M | 0.09% | +6+0.1% | Added |
| Resources Management Corp | 6,483 | $2.14M | 0.27% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 6,510 | $2.15M | 0.23% | +6,510 | New |
| Chicago Partners Investment Group LLC | 5,713 | $2.15M | 0.04% | +1,638+40.2% | Added |
| Harbour Investments, Inc. | 6,518 | $2.15M | 0.03% | −73−1.1% | Reduced |
| LRI Investments, LLC | 6,554 | $2.16M | 0.17% | −17−0.3% | Reduced |
| Impact Partnership Wealth, LLC | 6,611 | $2.18M | 0.21% | +6,611 | New |
| Smithfield Trust Co | 6,620 | $2.19M | 0.09% | 00.0% | Unchanged |
| Muhlenkamp & Co Inc | 6,627 | $2.19M | 0.63% | 00.0% | Unchanged |
| Weaver Capital Management LLC | 7,521 | $2.19M | 0.48% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 6,695 | $2.21M | 0.02% | +340+5.4% | Added |
| Northern Financial Advisors Inc | 6,705 | $2.21M | 1.46% | +63+0.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 6,818 | $2.25M | 0.03% | −101−1.5% | Reduced |
| Nicolet Bankshares Inc | 6,657 | $2.25M | 0.07% | −923−12.2% | Reduced |
| Krilogy Financial LLC | 6,840 | $2.26M | 0.07% | +419+6.5% | Added |
| Dakota Wealth Management | 6,853 | $2.26M | 0.04% | −63−0.9% | Reduced |
| Eagle Capital Management LLC | 6,900 | $2.28M | 0.01% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 6,907 | $2.28M | 0.11% | −585−7.8% | Reduced |
| Oddo BHF Asset Management SAS | 6,917 | $2.28M | 0.11% | +6,917 | New |
| Kathmere Capital Management, LLC | 6,963 | $2.30M | 0.12% | +1,007+16.9% | Added |
| SlateStone Wealth, LLC | 7,014 | $2.31M | 0.18% | −218−3.0% | Reduced |
| Azimuth Capital Investment Management LLC | 7,022 | $2.32M | 0.08% | −420−5.6% | Reduced |
| Naples Global Advisors, LLC | 7,050 | $2.33M | 0.14% | 00.0% | Unchanged |
| Virtue Asset Management LLC | 7,057 | $2.33M | 1.64% | −189−2.6% | Reduced |
| Webster Bank, N. A. | 7,104 | $2.35M | 0.20% | −112−1.6% | Reduced |
| TD Private Client Wealth LLC | 7,130 | $2.35M | 0.04% | +918+14.8% | Added |
| Quadcap Wealth Management, LLC | 7,141 | $2.36M | 0.23% | −4−0.1% | Reduced |
| Phoenix Holdings Ltd. | 7,164 | $2.37M | 0.02% | +930+14.9% | Added |
| Focus Financial Network, Inc. | 7,179 | $2.37M | 0.07% | −413−5.4% | Reduced |
| Kepler Cheuvreux (Suisse) SA | 7,193 | $2.37M | 0.14% | −1,104−13.3% | Reduced |
| Claro Advisors LLC | 7,200 | $2.38M | 0.25% | +61+0.9% | Added |
| Signaturefd, LLC | 7,212 | $2.38M | 0.03% | +331+4.8% | Added |
| Tokio Marine Asset Management Co Ltd | 7,239 | $2.39M | 0.07% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 7,240 | $2.39M | 0.37% | +335+4.9% | Added |
| Founders Financial Securities LLC | 7,287 | $2.41M | 0.12% | −76−1.0% | Reduced |
| Arrow Financial Corp | 7,357 | $2.43M | 0.22% | −441−5.7% | Reduced |
| Parallel Advisors, LLC | 7,484 | $2.47M | 0.04% | +301+4.2% | Added |
| Cary Street Partners Financial LLC | 7,491 | $2.47M | 0.05% | −37−0.5% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 7,546 | $2.49M | 1.41% | −379−4.8% | Reduced |
| PYA Waltman Capital, LLC | 7,598 | $2.51M | 0.60% | +1,456+23.7% | Added |
| Coldstream Capital Management Inc | 7,600 | $2.51M | 0.03% | +311+4.3% | Added |
| Exchange Traded Concepts, LLC | 7,648 | $2.52M | 0.01% | +1,871+32.4% | Added |
| J.W. Cole Advisors, Inc. | 7,678 | $2.53M | 0.04% | +1,167+17.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 7,709 | $2.54M | 0.01% | +977+14.5% | Added |
| E. Ohman J:or Asset Management AB | 7,720 | $2.55M | 0.06% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 7,731 | $2.55M | 0.06% | −1,304−14.4% | Reduced |
| Ballast, Inc. | 7,752 | $2.56M | 0.48% | +1,168+17.7% | Added |