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 |
|---|---|---|---|---|---|
| Dogwood Wealth Management LLC | 55 | $18.2K | 0.01% | +17+44.7% | Added |
| Advantage Trust Co | 55 | $18.2K | 0.01% | +55 | New |
| Provenance Wealth Advisors, LLC | 55 | $18.2K | 0.00% | +55 | New |
| Mascoma Wealth Management LLC | 57 | $18.8K | 0.00% | −31−35.2% | Reduced |
| Strengthening Families & Communities, LLC | 57 | $18.9K | 0.00% | +2+3.6% | Added |
| RMG Wealth Management LLC | 52 | $19.2K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 59 | $19.5K | 0.00% | −2−3.3% | Reduced |
| Sfam, LLC | 60 | $19.8K | 0.02% | 00.0% | Unchanged |
| TOP Private Wealth LLC. | 61 | $20.1K | 0.02% | +61 | New |
| Rialto Wealth Management, LLC | 62 | $20.5K | 0.00% | +10+19.2% | Added |
| Wall Street Access Asset Management, LLC | 63 | $20.8K | 0.00% | +63 | New |
| EFG International AG | 64 | $21.1K | 0.00% | +3+4.9% | Added |
| Comprehensive Financial Planning, Inc. | 65 | $21.3K | 0.01% | +1+1.6% | Added |
| WealthCollab, LLC | 65 | $21.5K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 67 | $22.0K | 0.00% | +8+13.6% | Added |
| Raffa Wealth Management, LLC | 68 | $22.4K | 0.00% | +3+4.6% | Added |
| Picton Mahoney Asset Management | 68 | $22.4K | 0.00% | +68 | New |
| Newbridge Financial Services Group, Inc. | 68 | $22.6K | 0.00% | −59−46.5% | Reduced |
| Ameriflex Group, Inc. | 69 | $22.6K | 0.01% | +16+30.2% | Added |
| Basepoint Wealth LLC | 69 | $22.8K | 0.01% | −11−13.8% | Reduced |
| Insight Financial Services | 69 | $22.8K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 70 | $23.2K | 0.00% | −2−2.8% | Reduced |
| Old Point Trust & Financial Services N A | 73 | $24.1K | 0.01% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 77 | $25.5K | 0.01% | +26+51.0% | Added |
| Key Capital Management, INC | 79 | $26.1K | 0.01% | −1−1.3% | Reduced |
| LifeSteps Financial, Inc. | 79 | $26.1K | 0.01% | +79 | New |
| Kilter Group LLC | 79 | $26.1K | 0.01% | +3+3.9% | Added |
| Core Capital Management & Research, inc. | 72 | $26.7K | 0.01% | +72 | New |
| Barnes Dennig Private Wealth Management LLC | 82 | $27.1K | 0.02% | +15+22.4% | Added |
| Toth Financial Advisory Corp | 86 | $28.4K | 0.00% | −92−51.7% | Reduced |
| Financial Management Professionals, Inc. | 87 | $28.7K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 87 | $28.7K | 0.01% | +47+117.5% | Added |
| Delos Wealth Advisors, LLC | 91 | $30.0K | 0.02% | 00.0% | Unchanged |
| Torren Management, LLC | 91 | $30.2K | 0.02% | +1+1.1% | Added |
| Tounjian Advisory Partners, LLC | 92 | $30.4K | 0.01% | +92 | New |
| Joseph Group Capital Management | 93 | $30.7K | 0.01% | +54+138.5% | Added |
| Entrust Financial LLC | 94 | $31.0K | 0.02% | 00.0% | Unchanged |
| Trust Co | 95 | $31.4K | 0.00% | −77−44.8% | Reduced |
| Activest Wealth Management | 97 | $32.0K | 0.01% | −61−38.6% | Reduced |
| RHL Group, LLC | 98 | $32.3K | 0.03% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 98 | $32.4K | 0.01% | 00.0% | Unchanged |
| Lavaca Capital LLC | 100 | $33.0K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 100 | $33.0K | 0.01% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 100 | $33.0K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 100 | $33.0K | 0.02% | 00.0% | Unchanged |
| Sachetta, LLC | 101 | $33.3K | 0.02% | +10+11.0% | Added |
| Kemnay Advisory Services Inc. | 104 | $34.3K | 0.00% | +17+19.5% | Added |
| DHJJ Financial Advisors, Ltd. | 105 | $34.7K | 0.01% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 106 | $35.0K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 110 | $36.3K | 0.01% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 111 | $36.7K | 0.00% | +111 | New |
| Colonial Trust Advisors | 113 | $37.3K | 0.00% | −47−29.4% | Reduced |
| HHM Wealth Advisors, LLC | 115 | $38.0K | 0.00% | +29+33.7% | Added |
| Nalls Sherbakoff Group, LLC | 120 | $39.6K | 0.03% | 00.0% | Unchanged |
| Walleye Capital LLC | 121 | $39.9K | 0.00% | −12−9.0% | Reduced |
| YANKCOM Partnership | 121 | $39.9K | 0.01% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 120 | $40.7K | 0.03% | +120 | New |
| Vision Retirement, LLC | 125 | $41.3K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 128 | $42.3K | 0.01% | +45+54.2% | Added |
| CDKV Holdings LLC | 129 | $42.6K | 0.03% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 130 | $42.9K | 0.03% | 00.0% | Unchanged |
| Miller Capital Partners, Inc. | 133 | $43.9K | 0.02% | −134−50.2% | Reduced |
| Y.D. More Investments Ltd | 137 | $45.2K | 0.00% | −1−0.7% | Reduced |
| Leonteq Securities AG | 139 | $45.9K | 0.00% | −351−71.6% | Reduced |
| American National Bank | 141 | $46.5K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 144 | $47.5K | 0.01% | +16+12.5% | Added |
| Millstone Evans Group, LLC | 145 | $47.9K | 0.03% | +12+9.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 147 | $48.5K | 0.02% | +26+21.5% | Added |
| Atwood & Palmer Inc | 150 | $49.5K | 0.00% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 150 | $49.5K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 150 | $49.5K | 0.02% | 00.0% | Unchanged |
| Walsh & Associates, LLC | 150 | $49.5K | 0.04% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 148 | $49.5K | 0.03% | −5−3.3% | Reduced |
| Westfuller Advisors, LLC | 153 | $50.6K | 0.02% | +93+155.0% | Added |
| American Capital Advisory, LLC | 154 | $50.8K | 0.02% | +3+2.0% | Added |
| Piscataqua Savings Bank | 158 | $52.2K | 0.04% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 159 | $52.5K | 0.04% | 00.0% | Unchanged |
| High Point Wealth Management, LLC | 162 | $53.3K | 0.04% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 165 | $54.5K | 0.02% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 169 | $55.0K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 168 | $55.5K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 171 | $56.5K | 0.01% | +5+3.0% | Added |
| Napier Financial, LLC | 175 | $57.8K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 177 | $58.4K | 0.01% | +17+10.6% | Added |
| Wolff Wiese Magana LLC | 178 | $58.8K | 0.03% | 00.0% | Unchanged |
| Kennebec Savings Bank | 179 | $59.1K | 0.05% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 208 | $60.7K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 185 | $61.1K | 0.04% | +1+0.5% | Added |
| GW&K Investment Management, LLC | 187 | $62.0K | 0.00% | +11+6.3% | Added |
| Salomon & Ludwin, LLC | 189 | $63.2K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 194 | $64.0K | 0.00% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 200 | $66.0K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 205 | $67.7K | 0.02% | −100−32.8% | Reduced |
| Vanguard National Trust Co | 206 | $68.0K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 207 | $68.3K | 0.04% | +204+6,800.0% | Added |
| Strategic Investment Solutions, Inc. | 208 | $68.7K | 0.02% | +12+6.1% | Added |
| Nemes Rush Group LLC | 209 | $69.0K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 213 | $70.2K | 0.01% | +99+86.8% | Added |
| First National Bank | 223 | $73.6K | 0.03% | +223 | New |
| Country Trust Bank | 225 | $74.3K | 0.00% | 00.0% | Unchanged |