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 |
|---|---|---|---|---|---|
| Warren Averett Asset Management, LLC | 7,777 | $2.57M | 0.01% | +1,251+19.2% | Added |
| Oppenheimer & Co Inc | 7,781 | $2.57M | 0.03% | −423−5.2% | Reduced |
| New Age Alpha Advisors, LLC | 7,786 | $2.57M | 0.11% | −4,052−34.2% | Reduced |
| Carmel Capital Partners, LLC | 7,819 | $2.58M | 0.85% | −656−7.7% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 7,866 | $2.60M | 0.32% | +308+4.1% | Added |
| Concurrent Investment Advisors, LLC | 7,889 | $2.60M | 0.02% | +453+6.1% | Added |
| Bank & Trust Co | 7,895 | $2.61M | 1.65% | −38−0.5% | Reduced |
| Rydar Equities, Inc. | 7,159 | $2.61M | 1.47% | +1,563+27.9% | Added |
| Convergence Investment Partners, LLC | 7,936 | $2.62M | 0.25% | +1,557+24.4% | Added |
| CoreCap Advisors, LLC | 7,985 | $2.64M | 0.08% | −106−1.3% | Reduced |
| Capital Wealth Planning, LLC | 8,019 | $2.65M | 0.01% | +19+0.2% | Added |
| Canandaigua National Bank & Trust Co | 8,034 | $2.65M | 0.22% | +8,034 | New |
| Concord Asset Management, LLC | 8,077 | $2.67M | 0.41% | +86+1.1% | Added |
| Empirical Finance, LLC | 8,136 | $2.69M | 0.11% | +242+3.1% | Added |
| Essex Financial Services, Inc. | 8,143 | $2.69M | 0.13% | +196+2.5% | Added |
| Ancora Advisors, LLC | 8,157 | $2.69M | 0.05% | +132+1.6% | Added |
| Venture Visionary Partners LLC | 8,226 | $2.72M | 0.08% | +858+11.6% | Added |
| Accredited Investors Inc. | 8,300 | $2.74M | 0.12% | 00.0% | Unchanged |
| Concord Wealth Partners | 8,300 | $2.74M | 0.31% | +243+3.0% | Added |
| MUFG Securities EMEA plc | 8,323 | $2.75M | 0.03% | −104,402−92.6% | Reduced |
| Cim, LLC | 8,412 | $2.78M | 0.36% | +265+3.3% | Added |
| GWM Advisors LLC | 8,459 | $2.79M | 0.01% | −340−3.9% | Reduced |
| Kimelman & Baird, LLC | 8,514 | $2.81M | 0.21% | 00.0% | Unchanged |
| Smith, Salley & Associates | 8,524 | $2.81M | 0.12% | +283+3.4% | Added |
| Spire Wealth Management | 8,607 | $2.84M | 0.09% | +473+5.8% | Added |
| Ascent Group, LLC | 8,615 | $2.84M | 0.09% | +898+11.6% | Added |
| Avalon Trust Co | 8,734 | $2.88M | 0.18% | −50−0.6% | Reduced |
| Benin Management CORP | 8,743 | $2.89M | 0.58% | −125−1.4% | Reduced |
| Moors & Cabot, Inc. | 8,746 | $2.89M | 0.11% | −456−5.0% | Reduced |
| Greenleaf Trust | 8,754 | $2.89M | 0.03% | +394+4.7% | Added |
| Crossmark Global Holdings, Inc. | 8,808 | $2.91M | 0.04% | −752−7.9% | Reduced |
| Ashford Capital Management Inc | 8,833 | $2.92M | 0.31% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 8,863 | $2.93M | 0.59% | −112−1.2% | Reduced |
| Jacobi Capital Management LLC | 8,885 | $2.93M | 0.14% | +188+2.2% | Added |
| We Are One Seven, LLC | 8,927 | $2.95M | 0.05% | +1,424+19.0% | Added |
| Thrivent Financial for Lutherans | 8,964 | $2.96M | 0.00% | −9,336−51.0% | Reduced |
| Canada Post Corp Registered Pension Plan | 8,971 | $2.96M | 0.10% | 00.0% | Unchanged |
| Choate Investment Advisors | 9,005 | $2.97M | 0.05% | −61−0.7% | Reduced |
| Twin Capital Management Inc | 9,147 | $3.02M | 0.33% | −18−0.2% | Reduced |
| Nilsine Partners, LLC | 9,223 | $3.04M | 0.21% | +22+0.2% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 9,240 | $3.05M | 0.77% | +20+0.2% | Added |
| Clearstead Advisors, LLC | 9,273 | $3.06M | 0.03% | +1,901+25.8% | Added |
| Diversify Wealth Management, LLC | 7,860 | $3.07M | 0.05% | −358−4.4% | Reduced |
| Diversify Advisory Services, LLC | 7,860 | $3.07M | 0.05% | +7,860 | New |
| Parsons Capital Management Inc | 9,347 | $3.09M | 0.14% | −106−1.1% | Reduced |
| Gateway Investment Advisers LLC | 9,376 | $3.10M | 0.03% | +3,974+73.6% | Added |
| KKM Financial LLC | 8,370 | $3.13M | 0.43% | −1,729−17.1% | Reduced |
| Hennessy Advisors Inc | 9,500 | $3.14M | 0.10% | −27,400−74.3% | Reduced |
| PEAK6 LLC | 9,505 | $3.14M | 0.08% | +7,878+484.2% | Added |
| Lighthouse Financial Services Inc | 9,382 | $3.14M | 0.66% | +93+1.0% | Added |
| Buckingham Strategic Partners | 9,521 | $3.14M | 0.03% | −1,501−13.6% | Reduced |
| AssuredPartners Investment Advisors, LLC | 9,550 | $3.15M | 0.31% | +440+4.8% | Added |
| Academy Capital Management Inc | 9,617 | $3.17M | 0.42% | 00.0% | Unchanged |
| Sigma Planning Corp | 9,627 | $3.18M | 0.08% | +4,771+98.2% | Added |
| DSG Capital Advisors, LLC | 9,488 | $3.20M | 0.45% | −167−1.7% | Reduced |
| Brighton Jones LLC | 9,691 | $3.20M | 0.06% | +449+4.9% | Added |
| Wesleyan Assurance Society | 9,740 | $3.21M | 0.16% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 9,769 | $3.22M | 0.19% | −20.0% | Reduced |
| White Pine Capital LLC | 9,779 | $3.23M | 0.76% | −365−3.6% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 9,782 | $3.23M | 0.12% | +694+7.6% | Added |
| Brevan Howard Capital Management LP | 9,798 | $3.23M | 0.05% | +5,697+138.9% | Added |
| Allspring Global Investments Holdings, LLC | 9,700 | $3.25M | 0.00% | −163−1.7% | Reduced |
| Burney Co | 9,890 | $3.26M | 0.09% | +50+0.5% | Added |
| Levin Capital Strategies, L.P. | 9,973 | $3.29M | 0.22% | −905−8.3% | Reduced |
| Agf Management Ltd | 9,998 | $3.30M | 0.01% | −1,975−16.5% | Reduced |
| Summit Trail Advisors, LLC | 10,017 | $3.31M | 0.04% | +1,525+18.0% | Added |
| Atlantic Union Bankshares Corp | 10,085 | $3.33M | 0.06% | −492−4.7% | Reduced |
| Evercore Wealth Management, LLC | 10,147 | $3.35M | 0.05% | −300−2.9% | Reduced |
| Fulton Bank, N.A. | 10,158 | $3.35M | 0.10% | −815−7.4% | Reduced |
| Stephens Inc | 10,429 | $3.44M | 0.04% | +1,112+11.9% | Added |
| Peddock Capital Advisors, LLC | 10,477 | $3.46M | 0.69% | −42−0.4% | Reduced |
| Quadrant Capital Group LLC | 10,520 | $3.47M | 0.10% | +36+0.3% | Added |
| Kinneret Advisory, LLC | 10,613 | $3.50M | 0.28% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 10,642 | $3.51M | 0.00% | +10,642 | New |
| Everence Capital Management Inc | 10,733 | $3.54M | 0.19% | +1,330+14.1% | Added |
| Pinnacle Holdings, LLC | 10,754 | $3.55M | 1.09% | −412−3.7% | Reduced |
| Acropolis Investment Management, LLC | 10,773 | $3.56M | 0.14% | −774−6.7% | Reduced |
| Third View Private Wealth, LLC | 10,777 | $3.56M | 0.44% | −942−8.0% | Reduced |
| New Mexico Educational Retirement Board | 10,778 | $3.56M | 0.09% | +300+2.9% | Added |
| Louisiana State Employees Retirement System | 10,900 | $3.60M | 0.05% | −100−0.9% | Reduced |
| Ossiam | 10,973 | $3.62M | 0.05% | +2,612+31.2% | Added |
| Exeter Financial, LLC | 11,071 | $3.65M | 1.40% | +9+0.1% | Added |
| Capitolis Liquid Global Markets LLC | 11,142 | $3.68M | 0.02% | −5,656−33.7% | Reduced |
| Patton Albertson Miller Group, LLC | 11,150 | $3.68M | 0.37% | −225−2.0% | Reduced |
| Lincoln Capital LLC | 11,218 | $3.70M | 0.66% | −554−4.7% | Reduced |
| United Capital Financial Advisers, LLC | 11,218 | $3.70M | 0.02% | +281+2.6% | Added |
| Farther Finance Advisors, LLC | 11,246 | $3.71M | 0.03% | +768+7.3% | Added |
| Delta Financial Advisors LLC | 11,266 | $3.72M | 0.88% | −116−1.0% | Reduced |
| Maryland State Retirement & Pension System | 11,446 | $3.78M | 0.06% | +473+4.3% | Added |
| Jacobs Levy Equity Management, Inc | 11,651 | $3.85M | 0.01% | −440,952−97.4% | Reduced |
| Annex Advisory Services, LLC | 11,765 | $3.88M | 0.07% | +8,818+299.2% | Added |
| Hartford Investment Management Co | 11,873 | $3.92M | 0.11% | −562−4.5% | Reduced |
| Ballentine Partners, LLC | 11,894 | $3.93M | 0.05% | −229−1.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 11,916 | $3.93M | 0.11% | +205+1.8% | Added |
| Compass Wealth Management LLC | 11,965 | $3.95M | 0.75% | −20−0.2% | Reduced |
| Genus Capital Management Inc. | 12,015 | $3.97M | 0.39% | −12,757−51.5% | Reduced |
| Private Advisor Group, LLC | 12,052 | $3.98M | 0.02% | −11,753−49.4% | Reduced |
| Sciencast Management LP | 12,060 | $3.98M | 0.83% | +5,812+93.0% | Added |
| Asset Dedication, LLC | 12,070 | $3.98M | 0.25% | −265−2.1% | Reduced |
| Garner Asset Management Corp | 12,099 | $3.99M | 1.30% | +371+3.2% | Added |