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 |
|---|---|---|---|---|---|
| Vermillion Wealth Management, Inc. | 1,031 | $340.3K | 0.08% | −14−1.3% | Reduced |
| GWN Securities Inc. | 1,033 | $341.0K | 0.06% | −43−4.0% | Reduced |
| Westmount Partners, LLC | 1,033 | $341.1K | 0.08% | +164+18.9% | Added |
| Citizens National Bank Trust Department | 1,034 | $341.3K | 0.05% | 00.0% | Unchanged |
| BankPlus Trust Department | 1,034 | $341.3K | 0.08% | +42+4.2% | Added |
| LMR Partners LLP | 1,037 | $342.3K | 0.00% | +1,037 | New |
| Manchester Capital Management LLC | 1,039 | $343.0K | 0.04% | +24+2.4% | Added |
| Community Financial Services Group, LLC | 1,027 | $343.7K | 0.05% | −38−3.6% | Reduced |
| Quantum Financial Advisors, LLC | 1,042 | $344.0K | 0.03% | −22−2.1% | Reduced |
| HCR Wealth Advisors | 1,043 | $344.3K | 0.03% | −14−1.3% | Reduced |
| Quarry LP | 1,055 | $348.3K | 0.05% | +84+8.7% | Added |
| Sageworth Trust Co | 1,056 | $348.6K | 0.01% | +58+5.8% | Added |
| Boston Private Wealth LLC | 1,056 | $348.6K | 0.02% | −63−5.6% | Reduced |
| Cornerstone Advisory, LLC | 1,059 | $349.4K | 0.03% | −51−4.6% | Reduced |
| Purkiss Capital Advisors LLC | 1,060 | $349.9K | 0.13% | +1,060 | New |
| Ellsworth Advisors, LLC | 1,066 | $350.8K | 0.06% | +1,066 | New |
| Key Financial Inc | 1,065 | $351.6K | 0.06% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 1,066 | $351.9K | 0.04% | −2−0.2% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 1,067 | $352.2K | 0.08% | +48+4.7% | Added |
| Fragasso Group Inc. | 1,077 | $355.4K | 0.02% | +1,077 | New |
| Breakwater Capital Group | 1,077 | $355.5K | 0.04% | −139−11.4% | Reduced |
| McLean Asset Management Corp | 950 | $355.6K | 0.05% | −7−0.7% | Reduced |
| Bull Oak Capital, LLC | 1,078 | $355.9K | 0.12% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,079 | $356.2K | 0.03% | −82−7.1% | Reduced |
| Five Oceans Advisors | 1,082 | $357.2K | 0.11% | −6−0.6% | Reduced |
| Xxi Wealth, LLC | 1,082 | $357.2K | 0.16% | +23+2.2% | Added |
| StoneX Group Inc. | 1,089 | $357.5K | 0.01% | +105+10.7% | Added |
| Avail Investment Partners, LLC | 1,084 | $357.9K | 0.28% | +1,084 | New |
| McKinley Carter Wealth Services, Inc. | 1,084 | $357.9K | 0.02% | 00.0% | Unchanged |
| Integrity Advisory Solutions, LLC | 1,085 | $358.4K | 0.04% | +1,085 | New |
| Centennial Bank | 1,091 | $360.2K | 0.12% | 00.0% | Unchanged |
| Facet Wealth, Inc. | 1,094 | $361.2K | 0.01% | +208+23.5% | Added |
| Abel Hall, LLC | 1,098 | $362.5K | 0.06% | +183+20.0% | Added |
| Quent Capital, LLC | 1,098 | $362.5K | 0.02% | −36−3.2% | Reduced |
| Sippican Capital Advisors | 1,100 | $363.1K | 0.22% | −25−2.2% | Reduced |
| Westco Advisory Services Inc | 1,100 | $363.1K | 0.22% | −9−0.8% | Reduced |
| Farmers & Merchants Investments Inc | 1,103 | $364.1K | 0.01% | −5−0.5% | Reduced |
| Marietta Wealth Management, LLC | 1,105 | $364.8K | 0.04% | +100+10.0% | Added |
| Marino, Stram & Associates LLC | 1,109 | $366.2K | 0.06% | −15−1.3% | Reduced |
| Zacks Investment Management | 1,112 | $367.2K | 0.00% | −70−5.9% | Reduced |
| Capital Management Associates, Inc | 1,114 | $367.8K | 0.07% | +1,114 | New |
| MFA Wealth Services | 1,117 | $368.6K | 0.22% | +4+0.4% | Added |
| RFG Advisory, LLC | 1,131 | $373.5K | 0.01% | +151+15.4% | Added |
| Larry Mathis Financial Planning, LLC | 1,138 | $375.7K | 0.29% | +13+1.2% | Added |
| Keystone Financial Group, Inc. | 1,139 | $376.0K | 0.20% | +3+0.3% | Added |
| Kelly Financial Group LLC | 1,148 | $377.4K | 0.08% | +192+20.1% | Added |
| Novem Group | 1,144 | $377.7K | 0.04% | −22−1.9% | Reduced |
| Bayban | 1,146 | $378.3K | 0.29% | −17−1.5% | Reduced |
| MKT Advisors LLC | 1,104 | $379.5K | 0.12% | −55−4.7% | Reduced |
| Versant Capital Management, Inc | 1,151 | $380.0K | 0.03% | +419+57.2% | Added |
| Flagship Wealth Advisors, LLC | 1,154 | $381.0K | 0.09% | +14+1.2% | Added |
| Csenge Advisory Group | 1,161 | $383.2K | 0.02% | −181−13.5% | Reduced |
| Wealthspan Partners, LLC | 1,161 | $383.3K | 0.12% | 00.0% | Unchanged |
| Armis Advisers, LLC | 1,131 | $383.6K | 0.04% | −110−8.9% | Reduced |
| Accurate Wealth Management, LLC | 1,136 | $385.0K | 0.04% | +9+0.8% | Added |
| Caldwell Sutter Capital, Inc. | 1,168 | $385.4K | 0.15% | −5−0.4% | Reduced |
| Charles Schwab Trust Co | 1,170 | $386.2K | 0.02% | +152+14.9% | Added |
| Optas, LLC | 1,175 | $387.9K | 0.05% | +150+14.6% | Added |
| Slocum, Gordon & Co LLP | 1,175 | $387.9K | 0.26% | +1,175 | New |
| Advisors Management Group Inc | 1,178 | $388.0K | 0.06% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 1,176 | $388.1K | 0.07% | +3+0.3% | Added |
| Sanchez Levi Garrett | 1,177 | $388.4K | 0.21% | +15+1.3% | Added |
| 3Chopt Investment Partners, LLC | 1,177 | $388.6K | 0.07% | +65+5.8% | Added |
| Mission Creek Capital Partners, Inc. | 1,183 | $390.4K | 0.07% | +300+34.0% | Added |
| Magnolia Capital Advisors LLC | 1,185 | $391.1K | 0.07% | +1,185 | New |
| Bridgewealth Advisory Group, LLC | 1,190 | $392.9K | 0.07% | +3+0.3% | Added |
| Earnest Partners LLC | 1,191 | $393.2K | 0.00% | +36+3.1% | Added |
| JFS Wealth Advisors, LLC | 1,192 | $393.5K | 0.02% | +4+0.3% | Added |
| S-Bank Fund Management Ltd | 1,196 | $394.8K | 0.05% | +1,196 | New |
| Syverson Strege & Co | 1,200 | $396.1K | 0.09% | −38−3.1% | Reduced |
| Builder Investment Group Inc | 1,200 | $396.1K | 0.08% | 00.0% | Unchanged |
| Enhancing Capital LLC | 1,200 | $396.1K | 0.27% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 1,202 | $396.8K | 0.03% | +1+0.1% | Added |
| Willner & Heller, LLC | 1,206 | $398.1K | 0.25% | +32+2.7% | Added |
| C M Bidwell & Associates Ltd | 1,208 | $398.8K | 0.16% | +159+15.2% | Added |
| L2 Asset Management, LLC | 1,209 | $399.1K | 0.04% | +40+3.4% | Added |
| Plancorp, LLC | 1,169 | $399.2K | 0.01% | −197−14.4% | Reduced |
| Wealth Effects LLC | 1,209 | $399.3K | 0.11% | 00.0% | Unchanged |
| Ariston Services Group | 1,212 | $400.1K | 0.22% | +1,212 | Added |
| Ci Investments Inc. | 1,214 | $400.8K | 0.00% | +39+3.3% | Added |
| Greenup Street Wealth Management LLC | 1,218 | $402.0K | 0.05% | 00.0% | Unchanged |
| Investment Research Partners LLC | 1,219 | $402.4K | 0.14% | +315+34.8% | Added |
| One Wealth Advisors, LLC | 1,226 | $404.7K | 0.04% | 00.0% | Unchanged |
| Dearborn Partners LLC | 1,227 | $405.2K | 0.02% | −36−2.9% | Reduced |
| Windsor Capital Management, LLC | 1,228 | $405.6K | 0.11% | −238−16.2% | Reduced |
| BLB&B Advisors, LLC | 1,233 | $407.0K | 0.01% | +23+1.9% | Added |
| Simplicity Wealth,LLC | 1,235 | $407.9K | 0.01% | +485+64.7% | Added |
| Santori & Peters | 1,236 | $408.1K | 0.12% | 00.0% | Unchanged |
| Allegiance Financial Group Advisory Services LLC | 1,238 | $408.7K | 0.07% | −26−2.1% | Reduced |
| Compass Capital Corp | 1,089 | $408.9K | 0.13% | −25−2.2% | Reduced |
| Sage Rhino Capital LLC | 1,239 | $409.0K | 0.07% | +5+0.4% | Added |
| Strategic Wealth Partners, Ltd. | 1,244 | $410.7K | 0.03% | −6−0.5% | Reduced |
| Private Capital Management, LLC | 1,244 | $410.7K | 0.04% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 1,245 | $411.0K | 0.04% | +392+46.0% | Added |
| Abacus Planning Group, Inc. | 1,247 | $411.7K | 0.05% | +5+0.4% | Added |
| Florida Financial Advisors, LLC | 1,245 | $411.9K | 0.07% | +136+12.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,248 | $412.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,248 | $412.1K | 0.01% | +155+14.2% | Added |
| Rehmann Capital Advisory Group | 1,245 | $412.2K | 0.02% | +17+1.4% | Added |
| Liberty Capital Management, Inc. | 1,254 | $414.0K | 0.07% | +1,254 | New |