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 |
|---|---|---|---|---|---|
| Pine Valley Investments Ltd Liability Co | 1,256 | $414.6K | 0.02% | +42+3.5% | Added |
| Keel Point, LLC | 1,258 | $415.1K | 0.02% | +140+12.5% | Added |
| CSS LLC | 1,260 | $416.0K | 0.02% | −200−13.7% | Reduced |
| St Germain D J Co Inc | 1,261 | $416.3K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,263 | $416.9K | 0.04% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 1,265 | $417.6K | 0.07% | −155−10.9% | Reduced |
| New Wave Wealth Advisors LLC | 1,265 | $417.6K | 0.11% | +298+30.8% | Added |
| Tiemann Investment Advisors, LLC | 1,270 | $419.3K | 0.15% | −165−11.5% | Reduced |
| Aaron Wealth Advisors | 1,273 | $420.2K | 0.02% | −473−27.1% | Reduced |
| Financial Engines Advisors L.L.C. | 1,280 | $422.6K | 0.00% | +5+0.4% | Added |
| Medallion Wealth Advisors, LLC | 1,282 | $423.2K | 0.14% | +109+9.3% | Added |
| Transamerica Financial Advisors, Inc. | 1,284 | $424.0K | 0.04% | −3,871−75.1% | Reduced |
| Opus Capital Group, LLC | 1,283 | $424.0K | 0.04% | −446−25.8% | Reduced |
| Live Oak Private Wealth LLC | 1,286 | $424.5K | 0.05% | 00.0% | Unchanged |
| Wealth Architects, LLC | 1,288 | $425.2K | 0.03% | +49+4.0% | Added |
| Core Alternative Capital | 1,291 | $426.2K | 0.13% | 00.0% | Unchanged |
| Sentinus, LLC | 1,292 | $426.5K | 0.03% | −113−8.0% | Reduced |
| Monticello Wealth Management, LLC | 1,293 | $426.8K | 0.02% | +179+16.1% | Added |
| Stratos Wealth Advisors, LLC | 1,294 | $427.4K | 0.02% | +15+1.2% | Added |
| Childress Capital Advisors, LLC | 1,295 | $427.4K | 0.07% | +33+2.6% | Added |
| Onyx Bridge Wealth Group LLC | 1,300 | $429.0K | 0.04% | +130+11.1% | Added |
| Oakworth Capital, Inc. | 1,292 | $429.7K | 0.02% | −15−1.1% | Reduced |
| Van Strum & Towne Inc. | 1,304 | $430.5K | 0.12% | 00.0% | Unchanged |
| Colonial Trust Co | 1,313 | $433.6K | 0.05% | −20−1.5% | Reduced |
| Somerset Trust Co | 1,314 | $433.8K | 0.12% | +13+1.0% | Added |
| Beaumont Financial Advisors, LLC | 1,316 | $434.5K | 0.03% | +34+2.7% | Added |
| Fiduciary Group LLC | 1,317 | $434.8K | 0.03% | −100−7.1% | Reduced |
| Red Door Wealth Management, LLC | 1,322 | $436.3K | 0.04% | +16+1.2% | Added |
| Baader Bank INC | 1,325 | $437.4K | 0.04% | −694−34.4% | Reduced |
| Mainsail Asset Management, LLC | 1,187 | $438.0K | 0.17% | +1,187 | New |
| Aureus Asset Management, LLC | 1,328 | $438.4K | 0.03% | −645−32.7% | Reduced |
| Strategic Financial Services, Inc, | 1,330 | $439.1K | 0.02% | 00.0% | Unchanged |
| Forum Financial Management, LP | 1,334 | $440.4K | 0.01% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 1,339 | $442.0K | 0.02% | +18+1.4% | Added |
| SmartHarvest Portfolios, LLC | 1,345 | $444.1K | 0.14% | +196+17.1% | Added |
| Milestones Private Investment Advisors LLC | 1,350 | $445.7K | 0.35% | 00.0% | Unchanged |
| NBT Bank N A | 1,358 | $448.3K | 0.03% | 00.0% | Unchanged |
| ForthRight Wealth Management, LLC | 1,362 | $449.6K | 0.12% | −51−3.6% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 1,364 | $450.3K | 0.12% | −146−9.7% | Reduced |
| Boston Family Office LLC | 1,365 | $451.0K | 0.03% | −85−5.9% | Reduced |
| Hickory Point Bank & Trust | 1,374 | $453.6K | 0.28% | −46−3.2% | Reduced |
| Great Waters Wealth Management | 1,375 | $453.8K | 0.04% | −36−2.6% | Reduced |
| Alpine Bank Wealth Management | 1,380 | $455.6K | 0.06% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 1,388 | $458.0K | 0.12% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 1,390 | $458.9K | 0.10% | −9−0.6% | Reduced |
| Simmons Bank | 1,391 | $459.2K | 0.03% | +43+3.2% | Added |
| Atticus Wealth Management, LLC | 1,391 | $459.2K | 0.11% | +19+1.4% | Added |
| Woodmont Investment Counsel LLC | 1,398 | $461.5K | 0.03% | +19+1.4% | Added |
| Cypress Point Wealth Management, LLC | 1,398 | $461.5K | 0.09% | +185+15.3% | Added |
| Pin Oak Investment Advisors Inc | 1,400 | $462.0K | 0.33% | +5+0.4% | Added |
| Mitchell Sinkler & Starr | 1,400 | $462.2K | 0.19% | 00.0% | Unchanged |
| Succession Financial, Inc. | 1,402 | $462.8K | 0.45% | +1,402 | New |
| MCF Advisors LLC | 1,405 | $463.9K | 0.02% | 00.0% | Unchanged |
| Advisortrust Partners, LLC | 1,406 | $464.1K | 0.16% | +81+6.1% | Added |
| Beese Fulmer Investment Management, Inc. | 1,407 | $464.6K | 0.03% | +197+16.3% | Added |
| Wellington Shields & Co., LLC | 1,408 | $464.8K | 0.10% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 1,410 | $465.5K | 0.01% | +666+89.5% | Added |
| Flagship Harbor Advisors, LLC | 1,415 | $467.0K | 0.02% | −1−0.1% | Reduced |
| Confluence Wealth Services, Inc. | 1,418 | $468.1K | 0.01% | +437+44.5% | Added |
| Focused Wealth Management, Inc | 1,424 | $470.2K | 0.04% | +304+27.1% | Added |
| D'Orazio & Associates, Inc. | 1,443 | $476.3K | 0.06% | +22+1.5% | Added |
| Dana Investment Advisors, Inc. | 1,446 | $477.4K | 0.01% | 00.0% | Unchanged |
| Belleair Asset Management, LLC | 1,447 | $477.7K | 0.40% | 00.0% | Unchanged |
| Stegent Equity Advisors, Inc. | 1,451 | $479.0K | 0.34% | −16−1.1% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 1,454 | $480.0K | 0.03% | +3+0.2% | Added |
| First Nebraska Trust Co | 1,455 | $480.3K | 0.04% | +300+26.0% | Added |
| Apella Capital, LLC | 1,407 | $483.5K | 0.01% | +67+5.0% | Added |
| Univest Financial Corp | 1,472 | $485.8K | 0.02% | +1+0.1% | Added |
| Monument Capital Management | 1,472 | $485.9K | 0.10% | +214+17.0% | Added |
| MBL Wealth, LLC | 1,473 | $486.3K | 0.03% | −161−9.9% | Reduced |
| Old Port Advisors | 1,474 | $486.6K | 0.10% | −59−3.8% | Reduced |
| Fiduciary Financial Group, LLC | 1,475 | $486.9K | 0.06% | +98+7.1% | Added |
| Robertson Stephens Wealth Management, LLC | 1,476 | $487.3K | 0.01% | −27−1.8% | Reduced |
| Somerville Kurt F | 1,485 | $490.2K | 0.12% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 1,485 | $490.3K | 0.03% | +1,485 | New |
| Two Sigma Securities, LLC | 1,490 | $491.9K | 0.04% | +1,490 | New |
| Integrity Alliance, LLC. | 1,491 | $492.2K | 0.02% | −54−3.5% | Reduced |
| Wealthcare Advisory Partners LLC | 1,494 | $493.3K | 0.01% | −44−2.9% | Reduced |
| All Terrain Financial Advisors, LLC | 1,495 | $493.5K | 0.10% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,496 | $493.9K | 0.05% | +81+5.7% | Added |
| Henrickson Nauta Wealth Advisors, Inc. | 1,499 | $494.8K | 0.12% | 00.0% | Unchanged |
| Veracity Capital LLC | 1,500 | $495.1K | 0.13% | −42−2.7% | Reduced |
| Home Federal Bank of Tennessee | 1,500 | $495.2K | 0.11% | +700+87.5% | Added |
| Randolph Co Inc | 1,503 | $496.2K | 0.04% | 00.0% | Unchanged |
| AlphaGrep UK Ltd | 1,506 | $497.2K | 0.15% | −2,124−58.5% | Reduced |
| Kestra Investment Management, LLC | 1,509 | $498.2K | 0.01% | −89−5.6% | Reduced |
| Polymer Capital Management (US) LLC | 1,511 | $498.8K | 0.07% | −7,176−82.6% | Reduced |
| Welch Group, LLC | 1,511 | $498.9K | 0.02% | +44+3.0% | Added |
| Washington Trust Co | 1,518 | $501.0K | 0.02% | +100+7.1% | Added |
| Kovack Advisors, Inc. | 1,514 | $501.0K | 0.02% | +772+104.0% | Added |
| Trueblood Wealth Management, LLC | 1,518 | $501.1K | 0.17% | −2−0.1% | Reduced |
| Root Financial Partners, LLC | 1,518 | $501.2K | 0.02% | +242+19.0% | Added |
| Mayfair Advisory Group, LLC | 1,297 | $502.3K | 0.15% | +100+8.4% | Added |
| Patten & Patten Inc | 1,523 | $502.9K | 0.03% | 00.0% | Unchanged |
| First American Trust, FSB | 1,524 | $502.9K | 0.03% | −5−0.3% | Reduced |
| Mesirow Financial Investment Management, Inc. | 1,530 | $505.4K | 0.01% | −24−1.5% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 1,531 | $505.4K | 0.34% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 1,531 | $505.4K | 0.10% | −112−6.8% | Reduced |
| Community Bank, N.A. | 1,532 | $505.7K | 0.05% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,532 | $505.7K | 0.09% | 00.0% | Unchanged |