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 |
|---|---|---|---|---|---|
| Summit Financial, LLC | 2,433 | $803.1K | 0.01% | +95+4.1% | Added |
| Legacy Capital Wealth Partners, LLC | 2,431 | $802.6K | 0.15% | −163−6.3% | Reduced |
| Essex Savings Bank | 2,406 | $794.2K | 0.17% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 2,400 | $792.3K | 0.21% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,376 | $784.5K | 0.09% | +525+28.4% | Added |
| Inscription Capital, LLC | 2,375 | $784.0K | 0.07% | +895+60.5% | Added |
| 1620 Investment Advisors, Inc. | 2,374 | $783.9K | 0.49% | +28+1.2% | Added |
| Jeppson Wealth Management, LLC | 2,370 | $782.4K | 0.23% | 00.0% | Unchanged |
| Iams Wealth Management, LLC | 2,362 | $780.1K | 0.23% | +456+23.9% | Added |
| Cidel Asset Management Inc | 2,358 | $778.4K | 0.04% | +570+31.9% | Added |
| Eagle Harbor Asset Management Inc | 2,352 | $776.5K | 0.61% | +10.0% | Added |
| Heritage Wealth Management, Inc. | 2,330 | $769.2K | 0.19% | 00.0% | Unchanged |
| WJ Financial Advisors LLC | 2,317 | $764.9K | 0.56% | −2−0.1% | Reduced |
| Modera Wealth Management, LLC | 2,316 | $764.7K | 0.01% | +239+11.5% | Added |
| Foundation Resource Management Inc | 2,315 | $764.2K | 0.09% | 00.0% | Unchanged |
| LMCG Investments, LLC | 2,315 | $764.2K | 0.04% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,296 | $757.8K | 0.02% | +112+5.1% | Added |
| First National Bank Sioux Falls | 2,533 | $757.0K | 0.21% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 2,261 | $756.4K | 0.05% | +144+6.8% | Added |
| Keystone Financial Group | 2,288 | $755.3K | 0.04% | +76+3.4% | Added |
| Chesapeake Asset Management LLC | 2,285 | $754.3K | 0.58% | −776−25.4% | Reduced |
| EverSource Wealth Advisors, LLC | 2,280 | $752.5K | 0.03% | −589−20.5% | Reduced |
| Norden Group LLC | 2,276 | $751.5K | 0.06% | +1,513+198.3% | Added |
| Cornerstone Planning, LLC | 2,275 | $751.1K | 0.17% | −5,907−72.2% | Reduced |
| Robinswood Financial LLC | 2,271 | $749.7K | 0.21% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 2,270 | $749.7K | 0.01% | +333+17.2% | Added |
| Mutual Advisors, LLC | 2,269 | $749.2K | 0.01% | +299+15.2% | Added |
| Sky Investment Group LLC | 2,258 | $745.4K | 0.12% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 2,257 | $745.0K | 0.05% | −164−6.8% | Reduced |
| Wealth Alliance | 2,252 | $743.3K | 0.06% | −953−29.7% | Reduced |
| Alhambra Investment Partners LLC | 2,250 | $742.8K | 0.32% | −145−6.1% | Reduced |
| Mendel Money Management | 2,240 | $739.5K | 0.27% | −230−9.3% | Reduced |
| Karani Asset Management LLC | 2,240 | $739.5K | 0.54% | +807+56.3% | Added |
| Williams Jones Wealth Management, LLC. | 2,231 | $736.4K | 0.01% | +39+1.8% | Added |
| Sound View Wealth Advisors Group, LLC | 2,224 | $734.2K | 0.05% | +5+0.2% | Added |
| Whi Trust Co LLC | 2,222 | $733.5K | 0.47% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 2,220 | $732.9K | 0.07% | 00.0% | Unchanged |
| Weik Capital Management | 2,220 | $732.9K | 0.28% | 00.0% | Unchanged |
| Abacus Wealth Partners, LLC | 2,215 | $731.2K | 0.08% | −226−9.3% | Reduced |
| Fortis Group Advisors, LLC | 2,203 | $727.3K | 0.12% | +8+0.4% | Added |
| Proficio Capital Partners LLC | 2,194 | $724.1K | 0.03% | +2,194 | New |
| Colony Group, LLC | 2,188 | $722.4K | 0.00% | +631+40.5% | Added |
| City State Bank | 2,186 | $721.6K | 0.17% | 00.0% | Unchanged |
| State of Wyoming | 2,180 | $719.7K | 0.07% | −5−0.2% | Reduced |
| United Capital Management of KS, Inc. | 2,146 | $708.5K | 0.09% | +88+4.3% | Added |
| Modern Wealth Management, LLC | 2,138 | $705.9K | 0.01% | +306+16.7% | Added |
| Ponta Wealth Partners, LLC | 2,130 | $703.2K | 0.38% | +173+8.8% | Added |
| Banque Transatlantique SA | 2,124 | $701.2K | 0.02% | −54−2.5% | Reduced |
| Drive Wealth Management, LLC | 2,117 | $698.9K | 0.12% | +100+5.0% | Added |
| SBI Okasan Asset Management Co.Ltd. | 2,100 | $696.9K | 0.02% | 00.0% | Unchanged |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 2,107 | $695.6K | 0.02% | −81−3.7% | Reduced |
| Ledyard National Bank | 2,101 | $693.6K | 0.06% | +2+0.1% | Added |
| Invesco, LLC | 2,100 | $693.3K | 0.21% | +394+23.1% | Added |
| Lifeworks Advisors, LLC | 2,095 | $691.6K | 0.07% | −7−0.3% | Reduced |
| Sagewood Asset Management LP | 2,073 | $684.3K | 0.15% | +1,040+100.7% | Added |
| Cornell Pochily Investment Advisors, Inc. | 2,070 | $683.2K | 0.18% | −82−3.8% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 2,060 | $680.0K | 0.02% | −8−0.4% | Reduced |
| Prostatis Group LLC | 2,060 | $680.0K | 0.16% | +1,056+105.2% | Added |
| Diligent Investors, LLC | 2,056 | $678.7K | 0.15% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 2,039 | $673.1K | 0.06% | +2,039 | New |
| PDS Planning, Inc | 2,037 | $672.5K | 0.04% | +9+0.4% | Added |
| PUREfi Wealth, LLC | 2,036 | $672.1K | 0.37% | −865−29.8% | Reduced |
| Ethos Financial Group, LLC | 1,727 | $671.8K | 0.04% | +1,727 | New |
| Journey Advisory Group, LLC | 2,035 | $671.8K | 0.05% | −10−0.5% | Reduced |
| Moody Lynn & Lieberson, LLC | 2,034 | $671.5K | 0.04% | −31−1.5% | Reduced |
| Defined Wealth Management, LLC | 2,019 | $666.5K | 0.34% | −2−0.1% | Reduced |
| Bearing Point Capital, LLC | 2,019 | $666.5K | 0.09% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 2,014 | $664.9K | 0.04% | +617+44.2% | Added |
| Parr McKnight Wealth Management Group, LLC | 2,013 | $664.5K | 0.08% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 2,011 | $664.3K | 0.04% | −1,108−35.5% | Reduced |
| Spinnaker Trust | 2,012 | $664.2K | 0.03% | +74+3.8% | Added |
| Everpar Advisors LLC | 2,001 | $660.6K | 0.19% | +158+8.6% | Added |
| Finward Bancorp | 2,000 | $660.2K | 0.50% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 1,997 | $659.2K | 0.38% | −19−0.9% | Reduced |
| Cigna Investments Inc | 1,996 | $659.0K | 0.09% | −129−6.1% | Reduced |
| Central Pacific Bank - Trust Division | 1,985 | $655.3K | 0.07% | +42+2.2% | Added |
| Keebeck Wealth Management, LLC | 1,978 | $653.0K | 0.06% | +892+82.1% | Added |
| Riversedge Advisors, LLC | 1,974 | $651.6K | 0.09% | +429+27.8% | Added |
| Adviser Investments LLC | 1,964 | $648.3K | 0.01% | −73−3.6% | Reduced |
| Destination Wealth Management | 1,963 | $648.0K | 0.02% | −624−24.1% | Reduced |
| 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 |
| Leavell Investment Management, Inc. | 1,947 | $642.6K | 0.02% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 1,944 | $641.8K | 0.33% | +68+3.6% | Added |
| Avidian Wealth Solutions, LLC | 1,941 | $640.8K | 0.02% | +58+3.1% | Added |
| Cahaba Wealth Management, Inc. | 1,935 | $638.6K | 0.04% | +24+1.3% | Added |
| Donaldson Capital Management, LLC | 1,929 | $636.9K | 0.02% | +300+18.4% | Added |
| Marco Investment Management LLC | 1,929 | $636.8K | 0.04% | 00.0% | Unchanged |
| Total Wealth Planning & Management, Inc. | 1,926 | $635.8K | 0.46% | +248+14.8% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,925 | $635.5K | 0.34% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 1,918 | $633.2K | 0.16% | +163+9.3% | Added |
| Advisor OS, LLC | 1,910 | $630.7K | 0.04% | +461+31.8% | Added |
| Sym Financial Corp | 1,909 | $630.2K | 0.05% | +158+9.0% | Added |
| Sax Wealth Advisors, LLC | 2,157 | $629.1K | 0.03% | +47+2.2% | Added |
| LSV Asset Management | 1,900 | $627.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,896 | $625.9K | 0.03% | −7,612−80.1% | Reduced |
| Jupiter Asset Management Ltd | 1,871 | $617.7K | 0.00% | −33,555−94.7% | Reduced |
| 71 West Capital Partners | 1,870 | $617.3K | 0.02% | +854+84.1% | Added |
| Peak Asset Management, LLC | 1,869 | $617.0K | 0.09% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 1,865 | $615.7K | 0.06% | +3+0.2% | Added |