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 |
|---|---|---|---|---|---|
| Holland Advisory Services, Inc. | 860 | $283.9K | 0.31% | 00.0% | Unchanged |
| Warren Street Wealth Advisors, LLC | 864 | $285.2K | 0.06% | +18+2.1% | Added |
| First Citizens Bank & Trust Co | 867 | $286.2K | 0.00% | +85+10.9% | Added |
| Diversified Enterprises, LLC | 869 | $286.8K | 0.01% | −3−0.3% | Reduced |
| Valtinson Bruner Financial Planning LLC | 870 | $287.1K | 0.07% | +1+0.1% | Added |
| Barnes Wealth Management Group, Inc | 876 | $289.2K | 0.13% | −17−1.9% | Reduced |
| Town Capital LLC | 876 | $289.2K | 0.18% | +876 | New |
| Intrua Financial, LLC | 877 | $289.5K | 0.03% | +13+1.5% | Added |
| Altfest L J & Co Inc | 877 | $289.7K | 0.03% | +15+1.7% | Added |
| Howard Financial Services, Ltd. | 879 | $290.2K | 0.03% | +17+2.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 879 | $290.2K | 0.04% | +35+4.1% | Added |
| Legacy Private Trust Co. | 880 | $290.5K | 0.02% | 00.0% | Unchanged |
| Marshall Wace, LLP | 882 | $291.2K | 0.00% | +882 | New |
| Cornerstone Wealth Group, LLC | 885 | $292.3K | 0.02% | +885 | New |
| Mach-1 Financial Group, Inc. | 889 | $293.5K | 0.11% | +889 | New |
| DiPaolo Financial Group, Inc. | 890 | $293.8K | 0.19% | −33−3.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 894 | $295.1K | 0.03% | +22+2.5% | Added |
| Berman McAleer LLC | 894 | $295.1K | 0.03% | +30+3.5% | Added |
| Advisory Alpha, LLC | 894 | $295.2K | 0.01% | −45−4.8% | Reduced |
| Defiance ETFs, LLC | 883 | $295.5K | 0.00% | +144+19.5% | Added |
| Becker Capital Management Inc | 898 | $296.4K | 0.01% | −142−13.7% | Reduced |
| Bragg Financial Advisors, Inc | 900 | $297.1K | 0.01% | −8−0.9% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 906 | $299.1K | 0.03% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 906 | $299.1K | 0.01% | +14+1.6% | Added |
| United Asset Strategies, Inc. | 908 | $299.7K | 0.02% | +1+0.1% | Added |
| Thompson Siegel & Walmsley LLC | 910 | $300.0K | 0.01% | +37+4.2% | Added |
| Blalock Williams, LLC | 909 | $300.1K | 0.19% | +47+5.5% | Added |
| Beirne Wealth Consulting Services, LLC | 909 | $300.1K | 0.06% | +909 | New |
| Obermeyer Wood Investment Counsel, LLLP | 910 | $300.4K | 0.01% | −123−11.9% | Reduced |
| J. Safra Sarasin Holding AG | 1,031 | $300.7K | 0.00% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 911 | $300.7K | 0.02% | −77−7.8% | Reduced |
| Guardian Partners Inc. | 916 | $302.4K | 0.03% | −2,732−74.9% | Reduced |
| Fiduciary Alliance LLC | 918 | $303.1K | 0.02% | +92+11.1% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 619 | $304.0K | 0.09% | −528−46.0% | Reduced |
| Madrona Financial Services, LLC | 921 | $304.0K | 0.06% | +4+0.4% | Added |
| Waterloo Capital, L.P. | 922 | $304.3K | 0.02% | +42+4.8% | Added |
| BNC Wealth Management, LLC | 926 | $305.8K | 0.07% | +1+0.1% | Added |
| Elgethun Capital Management | 928 | $306.5K | 0.04% | +18+2.0% | Added |
| FORM Wealth Advisors, LLC | 930 | $307.0K | 0.03% | 00.0% | Unchanged |
| Quantum Financial Partners LLC | 932 | $307.7K | 0.16% | +932 | New |
| Capital Investment Advisory Services, LLC | 933 | $307.9K | 0.02% | +933 | New |
| Heritage Family Offices, LLP | 933 | $308.0K | 0.12% | +933 | New |
| Penn Davis McFarland Inc | 933 | $308.0K | 0.03% | 00.0% | Unchanged |
| Pacific Excel Wealth Advisors, Inc. | 933 | $308.0K | 0.12% | +933 | New |
| Shah Wealth Advisors, LLC | 933 | $308.0K | 0.07% | +933 | New |
| Canvas Wealth Advisors, LLC | 935 | $308.7K | 0.04% | +87+10.3% | Added |
| Winthrop Advisory Group LLC | 937 | $309.3K | 0.02% | +107+12.9% | Added |
| Cape Ann Savings Bank | 940 | $310.3K | 0.15% | −160−14.5% | Reduced |
| Sprott Inc. | 942 | $311.0K | 0.01% | +942 | New |
| Brendel Financial Advisors LLC | 944 | $311.6K | 0.14% | 00.0% | Unchanged |
| Edmp, Inc. | 945 | $312.0K | 0.25% | 00.0% | Unchanged |
| Virtu Financial LLC | 945 | $312.0K | 0.01% | −4,410−82.4% | Reduced |
| SageView Advisory Group, LLC | 948 | $313.2K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 950 | $313.6K | 0.05% | 00.0% | Unchanged |
| TritonPoint Partners, LLC | 953 | $314.6K | 0.03% | +953 | New |
| Texas Yale Capital Corp. | 956 | $315.6K | 0.01% | 00.0% | Unchanged |
| Aspiriant, LLC | 956 | $315.6K | 0.01% | +956 | New |
| Smith, Moore & Co. | 960 | $316.9K | 0.02% | +15+1.6% | Added |
| McAdam, LLC | 967 | $319.2K | 0.01% | +87+9.9% | Added |
| Peachtree Investment Partners, LLC | 968 | $319.6K | 0.10% | +159+19.7% | Added |
| Lebenthal Global Advisors, LLC | 968 | $319.6K | 0.04% | 00.0% | Unchanged |
| Renaissance Group LLC | 970 | $320.2K | 0.01% | −40−4.0% | Reduced |
| Ti-Trust, Inc | 970 | $320.2K | 0.17% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 970 | $320.2K | 0.02% | +6+0.6% | Added |
| Baxter Bros Inc | 971 | $320.6K | 0.04% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 973 | $321.2K | 0.09% | +29+3.1% | Added |
| Gerber Kawasaki Wealth & Investment Management | 978 | $322.9K | 0.01% | +9+0.9% | Added |
| Wedgewood Investors Inc | 980 | $323.5K | 0.33% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 982 | $324.5K | 0.03% | +210+27.2% | Added |
| Gateway Wealth Partners, LLC | 988 | $326.0K | 0.02% | −137−12.2% | Reduced |
| Legacy Edge Advisors, LLC | 989 | $326.5K | 0.03% | +30+3.1% | Added |
| Capital Performance Advisors LLP | 991 | $327.2K | 0.02% | −1,043−51.3% | Reduced |
| Magnus Financial Group LLC | 992 | $327.4K | 0.02% | +4+0.4% | Added |
| Sawgrass Asset Management LLC | 992 | $327.5K | 0.04% | 00.0% | Unchanged |
| SFMG, LLC | 993 | $327.8K | 0.02% | +12+1.2% | Added |
| Naviter Wealth, LLC | 993 | $327.8K | 0.03% | +98+10.9% | Added |
| Financial Council Asset Management Inc | 994 | $328.1K | 0.11% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 996 | $328.8K | 0.02% | +22+2.3% | Added |
| Legacy Trust | 1,000 | $330.1K | 0.06% | 00.0% | Unchanged |
| Red Wave Investments LLC | 1,000 | $330.1K | 0.08% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 1,000 | $330.1K | 0.02% | 00.0% | Unchanged |
| CrossGen Wealth, LLC | 1,000 | $330.1K | 0.26% | 00.0% | Unchanged |
| Global Strategic Investment Solutions, LLC | 1,000 | $330.1K | 0.03% | +7+0.7% | Added |
| Sovereign Financial Group, Inc. | 1,004 | $331.4K | 0.05% | −1−0.1% | Reduced |
| Oslo Pensjonsforsikring AS | 1,004 | $331.4K | 0.04% | 00.0% | Unchanged |
| Templeton & Phillips Capital Management, LLC | 1,005 | $331.8K | 0.24% | 00.0% | Unchanged |
| United Advisor Group, LLC | 1,006 | $332.0K | 0.04% | +48+5.0% | Added |
| Dynamic Wealth Strategies, LLC | 1,007 | $332.4K | 0.18% | −33−3.2% | Reduced |
| Vision Capital Management, Inc. | 1,013 | $334.4K | 0.04% | 00.0% | Unchanged |
| Crews Bank & Trust | 1,014 | $334.7K | 0.04% | 00.0% | Unchanged |
| Phillips Financial Management, LLC | 1,015 | $335.1K | 0.02% | −9−0.9% | Reduced |
| Caerus Investment Advisors, LLC | 1,016 | $335.4K | 0.11% | +116+12.9% | Added |
| Meridian Wealth Management, LLC | 1,018 | $335.9K | 0.01% | −17−1.6% | Reduced |
| Resonant Capital Advisors, LLC | 1,021 | $337.1K | 0.02% | −32−3.0% | Reduced |
| Winning Points Advisors, LLC | 1,021 | $337.1K | 0.44% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,021 | $337.1K | 0.07% | −20−1.9% | Reduced |
| Dunhill Financial, LLC | 1,021 | $337.1K | 0.07% | 00.0% | Unchanged |
| TMB Capital Partners, LLC | 1,022 | $337.4K | 0.11% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 1,025 | $338.3K | 0.06% | +1+0.1% | Added |
| Valmark Advisers, Inc. | 1,026 | $338.7K | 0.00% | 00.0% | Unchanged |