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 |
|---|---|---|---|---|---|
| AGH Wealth Advisors, LLC | 1,534 | $506.4K | 0.32% | −11−0.7% | Reduced |
| G2 Capital Management, LLC | 1,534 | $506.4K | 0.11% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 1,536 | $507.2K | 0.18% | +286+22.9% | Added |
| 4WEALTH Advisors, Inc. | 1,538 | $510.5K | 0.39% | +21+1.4% | Added |
| Prosperity Consulting Group, LLC | 1,548 | $511.0K | 0.02% | +513+49.6% | Added |
| SeaCrest Wealth Management, LLC | 1,550 | $511.7K | 0.06% | −87−5.3% | Reduced |
| Optimize Financial Inc | 1,550 | $511.7K | 0.18% | −5−0.3% | Reduced |
| Sound Capital Solutions LLC | 1,550 | $511.7K | 0.12% | +1,550 | New |
| Centaurus Financial, Inc. | 1,555 | $513.0K | 0.02% | −103−6.2% | Reduced |
| Busey Wealth Management | 1,558 | $514.3K | 0.01% | −6−0.4% | Reduced |
| QTR Family Wealth, LLC | 1,559 | $514.5K | 0.18% | +181+13.1% | Added |
| Capstone Wealth Management, LLC | 1,560 | $515.0K | 0.24% | +1,560 | New |
| SHP Wealth Management | 1,568 | $517.6K | 0.04% | −564−26.5% | Reduced |
| Avestar Capital, LLC | 1,573 | $519.3K | 0.03% | −43−2.7% | Reduced |
| Segment Wealth Management, LLC | 1,574 | $519.6K | 0.03% | −18−1.1% | Reduced |
| EntryPoint Capital, LLC | 1,574 | $519.6K | 0.13% | 00.0% | Unchanged |
| Nwam LLC | 1,576 | $520.3K | 0.03% | +158+11.1% | Added |
| Princeton Global Asset Management LLC | 1,583 | $522.5K | 0.07% | +1,305+469.4% | Added |
| Oberweis Asset Management Inc | 1,583 | $522.6K | 0.01% | +1+0.1% | Added |
| Quotient Wealth Partners, LLC | 1,584 | $523.0K | 0.01% | +93+6.2% | Added |
| Axxcess Wealth Management, LLC | 1,586 | $523.5K | 0.01% | +1,586 | New |
| Howland Capital Management LLC | 1,596 | $526.9K | 0.02% | +87+5.8% | Added |
| First Foundation Advisors | 1,596 | $526.9K | 0.02% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 1,606 | $530.2K | 0.03% | 00.0% | Unchanged |
| Knightsbridge Asset Management, LLC | 1,606 | $530.3K | 0.07% | −164−9.3% | Reduced |
| Hudson Portfolio Management LLC | 1,607 | $530.5K | 0.40% | −10−0.6% | Reduced |
| Charter Trust Co | 1,627 | $537.1K | 0.03% | 00.0% | Unchanged |
| United Community Bank | 1,634 | $539.4K | 0.17% | −65−3.8% | Reduced |
| Mountain Pacific Investment Advisers Inc | 1,635 | $539.7K | 0.08% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 1,639 | $541.1K | 0.05% | +116+7.6% | Added |
| Bank of Hawaii | 1,646 | $543.4K | 0.03% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 1,657 | $547.0K | 0.14% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 1,658 | $547.4K | 0.15% | +421+34.0% | Added |
| Nixon Peabody Trust Co | 1,659 | $547.7K | 0.04% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 1,700 | $561.2K | 0.03% | −149−8.1% | Reduced |
| Neville Rodie & Shaw Inc | 1,700 | $562.0K | 0.04% | 00.0% | Unchanged |
| Brown Wealth Management, LLC | 1,707 | $563.6K | 0.13% | −289−14.5% | Reduced |
| Advyzon Investment Management, LLC | 1,710 | $564.5K | 0.04% | −681−28.5% | Reduced |
| Stokes Family Office, LLC | 1,714 | $565.8K | 0.07% | −303−15.0% | Reduced |
| Pavion Blue Capital, LLC | 1,724 | $569.1K | 0.23% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 1,730 | $571.1K | 0.32% | −28−1.6% | Reduced |
| Sylvest Advisors, LLC | 1,735 | $572.8K | 0.26% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 1,735 | $572.8K | 0.01% | −215−11.0% | Reduced |
| Insigneo Advisory Services, LLC | 1,739 | $574.1K | 0.02% | −115−6.2% | Reduced |
| AdvisorNet Financial, Inc | 1,750 | $577.7K | 0.03% | +40+2.3% | Added |
| LBMC Investment Advisors, LLC | 1,750 | $577.7K | 0.03% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 1,774 | $585.8K | 0.00% | −645−26.7% | Reduced |
| Wesbanco Bank Inc | 1,776 | $586.3K | 0.01% | −4−0.2% | Reduced |
| MidFirst Bank | 1,787 | $589.9K | 0.04% | +5+0.3% | Added |
| Appleton Partners Inc | 1,789 | $591.0K | 0.04% | −115−6.0% | Reduced |
| Moneta Group Investment Advisors LLC | 1,791 | $591.2K | 0.00% | −143−7.4% | Reduced |
| Cambria Investment Management, L.P. | 1,792 | $591.6K | 0.03% | +1,792 | New |
| Madison Asset Management, LLC | 1,798 | $593.6K | 0.01% | −124−6.5% | Reduced |
| Valley Brook Capital Group | 1,799 | $593.9K | 0.34% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 1,800 | $594.2K | 0.06% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 1,802 | $594.9K | 0.37% | −91−4.8% | Reduced |
| Northeast Investment Management | 1,815 | $599.2K | 0.02% | −17−0.9% | Reduced |
| CenterBook Partners LP | 1,817 | $599.8K | 0.03% | −7,736−81.0% | Reduced |
| Balboa Wealth Partners | 1,822 | $601.5K | 0.08% | +899+97.4% | Added |
| Ameritas Investment Partners, Inc. | 1,824 | $602.1K | 0.02% | −115−5.9% | Reduced |
| Jackson Thornton Asset Management, LLC | 1,825 | $602.5K | 0.05% | +515+39.3% | Added |
| Savvy Advisors, Inc. | 1,826 | $602.9K | 0.01% | +393+27.4% | Added |
| Providence First Trust Co | 1,830 | $604.2K | 0.17% | +642+54.0% | Added |
| Legacy Financial Advisors, Inc. | 1,832 | $604.9K | 0.07% | −72−3.8% | Reduced |
| Personal Cfo Solutions, LLC | 1,839 | $606.9K | 0.09% | +17+0.9% | Added |
| Cambient Family Office, LLC | 1,844 | $608.7K | 0.07% | +664+56.3% | Added |
| Glen Eagle Advisors, LLC | 1,849 | $610.4K | 0.08% | +319+20.8% | Added |
| Thomasville National Bank | 1,853 | $611.7K | 0.03% | +1,853 | New |
| Texas Capital Bank Wealth Management Services Inc | 1,861 | $614.4K | 0.03% | +43+2.4% | Added |
| Stockman Wealth Management, Inc. | 1,865 | $615.7K | 0.06% | +3+0.2% | Added |
| Peak Asset Management, LLC | 1,869 | $617.0K | 0.09% | 00.0% | Unchanged |
| 71 West Capital Partners | 1,870 | $617.3K | 0.02% | +854+84.1% | Added |
| Jupiter Asset Management Ltd | 1,871 | $617.7K | 0.00% | −33,555−94.7% | Reduced |
| Montag A & Associates Inc | 1,896 | $625.9K | 0.03% | −7,612−80.1% | Reduced |
| LSV Asset Management | 1,900 | $627.0K | 0.00% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 2,157 | $629.1K | 0.03% | +47+2.2% | Added |
| Sym Financial Corp | 1,909 | $630.2K | 0.05% | +158+9.0% | Added |
| Advisor OS, LLC | 1,910 | $630.7K | 0.04% | +461+31.8% | Added |
| Baron Wealth Management LLC | 1,918 | $633.2K | 0.16% | +163+9.3% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,925 | $635.5K | 0.34% | 00.0% | Unchanged |
| Total Wealth Planning & Management, Inc. | 1,926 | $635.8K | 0.46% | +248+14.8% | Added |
| Marco Investment Management LLC | 1,929 | $636.8K | 0.04% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 1,929 | $636.9K | 0.02% | +300+18.4% | Added |
| Cahaba Wealth Management, Inc. | 1,935 | $638.6K | 0.04% | +24+1.3% | Added |
| Avidian Wealth Solutions, LLC | 1,941 | $640.8K | 0.02% | +58+3.1% | Added |
| Affinity Investment Advisors, LLC | 1,944 | $641.8K | 0.33% | +68+3.6% | Added |
| Leavell Investment Management, Inc. | 1,947 | $642.6K | 0.02% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 1,960 | $647.0K | 0.10% | −18−0.9% | Reduced |
| Ashton Thomas Securities, LLC | 1,964 | $647.0K | 0.10% | +1,047+114.2% | Added |
| Destination Wealth Management | 1,963 | $648.0K | 0.02% | −624−24.1% | Reduced |
| Adviser Investments LLC | 1,964 | $648.3K | 0.01% | −73−3.6% | Reduced |
| Riversedge Advisors, LLC | 1,974 | $651.6K | 0.09% | +429+27.8% | Added |
| Keebeck Wealth Management, LLC | 1,978 | $653.0K | 0.06% | +892+82.1% | Added |
| Central Pacific Bank - Trust Division | 1,985 | $655.3K | 0.07% | +42+2.2% | Added |
| Cigna Investments Inc | 1,996 | $659.0K | 0.09% | −129−6.1% | Reduced |
| Patrick M Sweeney & Associates, Inc | 1,997 | $659.2K | 0.38% | −19−0.9% | Reduced |
| Finward Bancorp | 2,000 | $660.2K | 0.50% | 00.0% | Unchanged |
| Everpar Advisors LLC | 2,001 | $660.6K | 0.19% | +158+8.6% | Added |
| Spinnaker Trust | 2,012 | $664.2K | 0.03% | +74+3.8% | Added |
| Evolve Private Wealth, LLC | 2,011 | $664.3K | 0.04% | −1,108−35.5% | Reduced |