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 |
|---|---|---|---|---|---|
| Tranquility Partners, LLC | 734 | $242.3K | 0.08% | 00.0% | Unchanged |
| Valley National Advisers Inc | 735 | $242.6K | 0.03% | −1−0.1% | Reduced |
| Werba Rubin Papier Wealth Management | 736 | $242.9K | 0.03% | +736 | New |
| Thrive Wealth Management, LLC | 737 | $243.5K | 0.03% | −19−2.5% | Reduced |
| Milestone Asset Management Group, LLC | 739 | $243.9K | 0.12% | +3+0.4% | Added |
| DB&C Advisors, LLC | 741 | $244.7K | 0.26% | +1+0.1% | Added |
| Vicus Capital | 742 | $244.9K | 0.02% | −2−0.3% | Reduced |
| Penserra Capital Management LLC | 748 | $245.0K | 0.00% | −85−10.2% | Reduced |
| Parisi Gray Wealth Management | 744 | $245.7K | 0.05% | −2−0.3% | Reduced |
| Silverlake Wealth Management LLC | 745 | $245.9K | 0.05% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 730 | $245.9K | 0.05% | −157−17.7% | Reduced |
| Cornerstone Advisors Asset Management, LLC | 746 | $246.3K | 0.03% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 748 | $246.9K | 0.02% | −57−7.1% | Reduced |
| Signature Wealth Management Partners, LLC | 750 | $247.6K | 0.12% | −13−1.7% | Reduced |
| Fielder Capital Group LLC | 752 | $248.1K | 0.05% | −3−0.4% | Reduced |
| Curran Financial Partners, LLC | 752 | $248.1K | 0.04% | +752 | New |
| Strategic Investment Advisors | 754 | $248.8K | 0.02% | +164+27.8% | Added |
| Paces Ferry Wealth Advisors, LLC | 754 | $248.9K | 0.09% | −46−5.8% | Reduced |
| Drucker Wealth 3.0, LLC | 755 | $249.2K | 0.04% | +755 | New |
| Courage Miller Partners, LLC | 755 | $249.2K | 0.07% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 757 | $249.9K | 0.05% | +757 | New |
| JGP Wealth Management, LLC | 757 | $249.9K | 0.02% | −6−0.8% | Reduced |
| Trustmark National Bank Trust Department | 758 | $250.2K | 0.01% | −283−27.2% | Reduced |
| Adamsbrown Wealth Consultants LLC | 760 | $250.8K | 0.05% | +2+0.3% | Added |
| Emerald Advisors, LLC | 760 | $250.8K | 0.03% | −15−1.9% | Reduced |
| Allen Capital Group, LLC | 760 | $250.9K | 0.02% | +19+2.6% | Added |
| Douglas Lane & Associates, LLC | 761 | $251.1K | 0.00% | +33+4.5% | Added |
| Highland Capital Management, LLC | 762 | $251.6K | 0.01% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 762 | $251.7K | 0.00% | +762 | New |
| IVC Wealth Advisors LLC | 764 | $252.2K | 0.10% | +1+0.1% | Added |
| Auxano Advisors, LLC | 765 | $252.5K | 0.05% | −13−1.7% | Reduced |
| Founders Financial Alliance, LLC | 768 | $253.3K | 0.03% | +4+0.5% | Added |
| IFG Advisory, LLC | 772 | $254.9K | 0.01% | +772 | New |
| CVA Family Office, LLC | 773 | $255.2K | 0.02% | +12+1.6% | Added |
| Exchange Bank | 773 | $255.2K | 0.16% | 00.0% | Unchanged |
| TRB Wealth Management, LLC | 774 | $255.5K | 0.03% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 774 | $256.0K | 0.03% | −42−5.1% | Reduced |
| FSM Wealth Advisors, LLC | 777 | $256.6K | 0.03% | −8−1.0% | Reduced |
| KFA Private Wealth Group, LLC | 778 | $257.0K | 0.06% | −246−24.0% | Reduced |
| New Republic Capital, LLC | 784 | $258.8K | 0.06% | +85+12.2% | Added |
| Walleye Trading LLC | 784 | $258.8K | 0.00% | +784 | New |
| Clark Capital Management Group, Inc. | 785 | $259.3K | 0.00% | +785 | New |
| New England Research & Management, Inc. | 787 | $259.8K | 0.10% | 00.0% | Unchanged |
| Strathmore Capital Advisors, Inc. | 703 | $259.9K | 0.07% | −22−3.0% | Reduced |
| Voya Financial Advisors, Inc. | 785 | $260.5K | 0.02% | −200−20.3% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 790 | $260.8K | 0.36% | 00.0% | Unchanged |
| Asset Allocation & Management Company, LLC | 790 | $261.0K | 0.09% | 00.0% | Unchanged |
| Range Advisory, LLC | 791 | $261.2K | 0.03% | +90+12.8% | Added |
| Castle Rock Wealth Management, LLC | 783 | $262.0K | 0.05% | −28−3.5% | Reduced |
| CNB Bank | 794 | $262.1K | 0.10% | 00.0% | Unchanged |
| Bell Bank | 794 | $262.1K | 0.01% | +12+1.5% | Added |
| Salem Investment Counselors Inc | 794 | $262.1K | 0.01% | 00.0% | Unchanged |
| Security National Bank of So Dak | 800 | $264.1K | 0.12% | 00.0% | Unchanged |
| First Community Trust NA | 800 | $264.1K | 0.12% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 800 | $264.1K | 0.03% | 00.0% | Unchanged |
| EagleClaw Capital Managment, LLC | 800 | $264.1K | 0.04% | 00.0% | Unchanged |
| Logan Capital Management Inc | 800 | $264.1K | 0.01% | +800 | New |
| FourThought Financial Partners, LLC | 803 | $265.1K | 0.02% | −13−1.6% | Reduced |
| MRP Capital Investments, LLC | 805 | $265.7K | 0.20% | 00.0% | Unchanged |
| Briggs Wealth Management, Inc | 807 | $266.4K | 0.24% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 808 | $266.7K | 0.08% | 00.0% | Unchanged |
| Torrey Growth & Income Advisors | 800 | $266.8K | 0.09% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 810 | $267.4K | 0.02% | +20+2.5% | Added |
| Change Path, LLC | 812 | $267.8K | 0.01% | −21−2.5% | Reduced |
| Walker Asset Management, LLC | 812 | $268.1K | 0.14% | 00.0% | Unchanged |
| Meadowbrook Advisors Group, LLC | 812 | $268.1K | 0.14% | +812 | New |
| Cahill Financial Advisors Inc | 816 | $269.2K | 0.03% | 00.0% | Unchanged |
| Wick Capital Partners, LLC | 818 | $270.0K | 0.04% | +79+10.7% | Added |
| E Fund Management Co., Ltd. | 819 | $270.4K | 0.01% | −15−1.8% | Reduced |
| Basecamp Wealth Advisors LLC | 821 | $271.0K | 0.05% | 00.0% | Unchanged |
| Alta Advisers Ltd | 825 | $272.3K | 0.06% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 826 | $272.8K | 0.03% | +9+1.1% | Added |
| NBC Securities, Inc. | 828 | $273.4K | 0.02% | −143−14.7% | Reduced |
| Triad Wealth Partners, LLC | 733 | $273.9K | 0.02% | +733 | New |
| American Trust | 830 | $274.0K | 0.02% | −17−2.0% | Reduced |
| Revolve Wealth Partners, LLC | 831 | $274.4K | 0.03% | +135+19.4% | Added |
| Essential Partners LLC | 832 | $274.7K | 0.13% | −3,005−78.3% | Reduced |
| Everett Harris & Co | 832 | $274.7K | 0.00% | +832 | New |
| Chilton Investment Co LLC | 834 | $275.3K | 0.01% | −58−6.5% | Reduced |
| Carr Financial Group Corp | 837 | $276.2K | 0.06% | −1−0.1% | Reduced |
| Central Valley Advisors, LLC | 839 | $276.9K | 0.07% | 00.0% | Unchanged |
| Sloy Dahl & Holst, LLC | 839 | $277.0K | 0.03% | 00.0% | Unchanged |
| Brian Low Financial Group, LLC | 840 | $277.3K | 0.16% | 00.0% | Unchanged |
| MEMBERS Trust Co | 842 | $278.0K | 0.01% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 842 | $278.0K | 0.04% | 00.0% | Unchanged |
| Camden Capital, LLC | 844 | $278.7K | 0.01% | +99+13.3% | Added |
| Tritonpoint Wealth, LLC | 845 | $279.0K | 0.03% | +845 | New |
| BFSG, LLC | 847 | $279.6K | 0.02% | −63−6.9% | Reduced |
| Beacon Investment Advisory Services, Inc. | 847 | $279.6K | 0.01% | −27−3.1% | Reduced |
| Wayfinding Financial, LLC | 851 | $280.0K | 0.11% | +29+3.5% | Added |
| Fukoku Mutual Life Insurance Co | 850 | $280.6K | 0.02% | −60−6.6% | Reduced |
| Nestegg Advisors, Inc. | 854 | $281.9K | 0.20% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 855 | $282.3K | 0.01% | −163−16.0% | Reduced |
| Hudson Value Partners, LLC | 856 | $282.6K | 0.07% | 00.0% | Unchanged |
| Fiera Capital Corp | 857 | $282.9K | 0.00% | 00.0% | Unchanged |
| Narus Financial Partners, LLC | 859 | $283.6K | 0.07% | −51−5.6% | Reduced |
| Ellevest, Inc. | 859 | $283.6K | 0.03% | −46−5.1% | Reduced |
| Rockland Trust Co | 859 | $283.6K | 0.01% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 860 | $283.9K | 0.03% | −48−5.3% | Reduced |
| Next Capital Management LLC | 860 | $283.9K | 0.08% | 00.0% | Unchanged |