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 |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 226 | $75.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 232 | $76.6K | 0.06% | +6+2.7% | Added |
| Bell Investment Advisors, Inc | 234 | $77.2K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 208 | $77.3K | 0.01% | +5+2.5% | Added |
| Bogart Wealth, LLC | 239 | $78.9K | 0.00% | +25+11.7% | Added |
| Hilton Head Capital Partners, LLC | 240 | $79.2K | 0.04% | +5+2.1% | Added |
| UMA Financial Services, Inc. | 246 | $81.2K | 0.01% | +7+2.9% | Added |
| Battery Global Advisors, LLC | 250 | $82.5K | 0.04% | 00.0% | Unchanged |
| TrustBank | 250 | $82.5K | 0.03% | +250 | New |
| Monetary Management Group Inc | 251 | $82.9K | 0.02% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 253 | $83.5K | 0.02% | +15+6.3% | Added |
| Action Point Financial Planning, LLC | 259 | $84.8K | 0.01% | +259 | New |
| Wilkerson Advisory Group LLC | 265 | $87.5K | 0.03% | +45+20.5% | Added |
| Creative Financial Designs Inc | 266 | $87.8K | 0.00% | +29+12.2% | Added |
| Blueline Advisors LLC | 272 | $89.8K | 0.06% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 278 | $91.8K | 0.02% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 279 | $92.1K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 285 | $94.1K | 0.01% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 286 | $94.4K | 0.01% | +42+17.2% | Added |
| Triumph Capital Management | 287 | $94.8K | 0.02% | +21+7.9% | Added |
| IMG Wealth Management, Inc. | 295 | $97.4K | 0.05% | +11+3.9% | Added |
| Murphy & Mullick Capital Management Corp | 295 | $97.4K | 0.06% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 298 | $98.4K | 0.03% | +5+1.7% | Added |
| First Financial Corp | 300 | $99.0K | 0.03% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 300 | $99.0K | 0.04% | 00.0% | Unchanged |
| Main Street Group, LTD | 304 | $100.4K | 0.02% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 308 | $101.7K | 0.06% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 308 | $102.0K | 0.01% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 309 | $102.0K | 0.04% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 311 | $102.7K | 0.01% | −20−6.0% | Reduced |
| Strive Financial Group ,LLC | 321 | $106.0K | 0.05% | −48−13.0% | Reduced |
| Albion Financial Group | 324 | $107.0K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 326 | $107.5K | 0.02% | +5+1.6% | Added |
| Addison Advisors LLC | 326 | $107.6K | 0.05% | −209−39.1% | Reduced |
| Pacifica Partners Inc. | 322 | $110.2K | 0.03% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 335 | $110.6K | 0.03% | +130+63.4% | Added |
| VSM Wealth Advisory, LLC | 336 | $111.0K | 0.03% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 345 | $114.0K | 0.00% | −37−9.7% | Reduced |
| WPG Advisers, LLC | 347 | $114.6K | 0.07% | +46+15.3% | Added |
| SJS Investment Consulting Inc. | 349 | $115.2K | 0.01% | +50+16.7% | Added |
| Thompson Investment Management, Inc. | 350 | $115.5K | 0.01% | +342+4,275.0% | Added |
| Ares Financial Consulting, LLC | 354 | $116.8K | 0.08% | +9+2.6% | Added |
| JPL Wealth Management, LLC | 355 | $117.2K | 0.02% | +8+2.3% | Added |
| Generali Investments, Management Co LLC | 356 | $117.5K | 0.03% | 00.0% | Unchanged |
| CKW Financial Group | 352 | $118.0K | 0.01% | +8+2.3% | Added |
| North Star Investment Management Corp. | 358 | $118.1K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 359 | $118.5K | 0.03% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 359 | $118.5K | 0.02% | +9+2.6% | Added |
| Financial Life Planners | 361 | $119.2K | 0.08% | +1+0.3% | Added |
| Motco | 373 | $123.1K | 0.01% | +4+1.1% | Added |
| City Holding Co | 381 | $125.8K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 381 | $125.9K | 0.05% | +8+2.1% | Added |
| Covestor Ltd | 393 | $130.0K | 0.08% | −89−18.5% | Reduced |
| Duncker Streett & Co Inc | 399 | $131.8K | 0.02% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 407 | $134.3K | 0.01% | +9+2.3% | Added |
| Bravera Wealth | 410 | $135.3K | 0.05% | 00.0% | Unchanged |
| Financial Consulate, Inc | 411 | $135.7K | 0.02% | +11+2.8% | Added |
| Hilltop National Bank | 412 | $136.0K | 0.03% | −200−32.7% | Reduced |
| Crewe Advisors LLC | 422 | $139.3K | 0.01% | +38+9.9% | Added |
| McDonald Partners LLC | 425 | $140.3K | 0.03% | +425 | New |
| Frazier Financial Advisors, LLC | 428 | $141.3K | 0.07% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 460 | $151.9K | 0.02% | +460 | New |
| Custom Index Systems, LLC | 462 | $152.5K | 0.05% | +462 | New |
| Bangor Savings Bank | 466 | $153.8K | 0.01% | +110+30.9% | Added |
| First Command Advisory Services, Inc. | 467 | $154.2K | 0.00% | +163+53.6% | Added |
| S.A. Mason LLC | 474 | $156.5K | 0.05% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 480 | $158.5K | 0.04% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 489 | $161.4K | 0.03% | −8−1.6% | Reduced |
| AlphaCentric Advisors LLC | 491 | $162.1K | 0.14% | +23+4.9% | Added |
| Wealth Enhancement Trust Services, Inc. | 491 | $162.1K | 0.02% | +441+882.0% | Added |
| Smallwood Wealth Investment Management, LLC | 499 | $164.9K | 0.07% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 500 | $165.1K | 0.05% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 500 | $165.1K | 0.08% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 507 | $167.4K | 0.05% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 512 | $169.0K | 0.04% | −24−4.5% | Reduced |
| Rocky Mountain Advisers, LLC | 515 | $170.0K | 0.04% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 517 | $170.7K | 0.00% | −852−62.2% | Reduced |
| Golden State Wealth Management, LLC | 518 | $171.0K | 0.02% | +66+14.6% | Added |
| Swiss Re Ltd | 527 | $174.0K | 0.02% | +447+558.8% | Added |
| Silver Oak Securities, Inc | 527 | $174.0K | 0.01% | +527 | New |
| Beaird Harris Wealth Management, LLC | 527 | $174.0K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Group Ltd | 529 | $174.6K | 0.00% | +529 | New |
| Acumen Wealth Advisors, LLC | 536 | $176.9K | 0.04% | +536 | New |
| Bruce G. Allen Investments, LLC | 546 | $180.2K | 0.11% | −34−5.9% | Reduced |
| Estabrook Capital Management | 553 | $182.6K | 0.02% | −7−1.3% | Reduced |
| Cassaday & Co Wealth Management LLC | 558 | $184.1K | 0.00% | −173−23.7% | Reduced |
| Meramec Financial Planners, LLC | 482 | $188.1K | 0.07% | −18−3.6% | Reduced |
| Tompkins Financial Corp | 573 | $189.2K | 0.01% | 00.0% | Unchanged |
| Onefund, LLC | 579 | $191.1K | 0.11% | −33−5.4% | Reduced |
| Investors Research Corp | 600 | $198.1K | 0.04% | 00.0% | Unchanged |
| Spurstone Advisory Services, LLC | 596 | $199.4K | 2.72% | 00.0% | Unchanged |
| True Wealth Design, LLC | 607 | $200.4K | 0.05% | +117+23.9% | Added |
| Impact Capital Partners LLC | 607 | $200.4K | 0.05% | +607 | New |
| Laurel Oak Wealth Management, LLC | 608 | $200.7K | 0.03% | +608 | New |
| Berkshire Asset Management LLC | 609 | $201.1K | 0.01% | +609 | New |
| Patriot Financial Group Insurance Agency, LLC | 612 | $201.6K | 0.02% | −536−46.7% | Reduced |
| D L Carlson Investment Group Inc | 611 | $201.7K | 0.03% | +611 | New |
| MV Capital Management, Inc. | 613 | $202.4K | 0.02% | +22+3.7% | Added |
| Lodestar Private Asset Management LLC | 613 | $202.4K | 0.02% | +613 | New |
| TriaGen Wealth Management LLC | 616 | $203.4K | 0.05% | +616 | New |