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 |
|---|---|---|---|---|---|
| Texas Capital Bank Wealth Management Services Inc | 1,861 | $614.4K | 0.03% | +43+2.4% | Added |
| Thomasville National Bank | 1,853 | $611.7K | 0.03% | +1,853 | New |
| Glen Eagle Advisors, LLC | 1,849 | $610.4K | 0.08% | +319+20.8% | Added |
| Cambient Family Office, LLC | 1,844 | $608.7K | 0.07% | +664+56.3% | Added |
| Personal Cfo Solutions, LLC | 1,839 | $606.9K | 0.09% | +17+0.9% | Added |
| Legacy Financial Advisors, Inc. | 1,832 | $604.9K | 0.07% | −72−3.8% | Reduced |
| Providence First Trust Co | 1,830 | $604.2K | 0.17% | +642+54.0% | Added |
| Savvy Advisors, Inc. | 1,826 | $602.9K | 0.01% | +393+27.4% | Added |
| Jackson Thornton Asset Management, LLC | 1,825 | $602.5K | 0.05% | +515+39.3% | Added |
| Ameritas Investment Partners, Inc. | 1,824 | $602.1K | 0.02% | −115−5.9% | Reduced |
| Balboa Wealth Partners | 1,822 | $601.5K | 0.08% | +899+97.4% | Added |
| CenterBook Partners LP | 1,817 | $599.8K | 0.03% | −7,736−81.0% | Reduced |
| Northeast Investment Management | 1,815 | $599.2K | 0.02% | −17−0.9% | Reduced |
| Sageworth Trust Co of South Dakota | 1,802 | $594.9K | 0.37% | −91−4.8% | Reduced |
| Southeast Asset Advisors Inc. | 1,800 | $594.2K | 0.06% | 00.0% | Unchanged |
| Valley Brook Capital Group | 1,799 | $593.9K | 0.34% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 1,798 | $593.6K | 0.01% | −124−6.5% | Reduced |
| Cambria Investment Management, L.P. | 1,792 | $591.6K | 0.03% | +1,792 | New |
| Moneta Group Investment Advisors LLC | 1,791 | $591.2K | 0.00% | −143−7.4% | Reduced |
| Appleton Partners Inc | 1,789 | $591.0K | 0.04% | −115−6.0% | Reduced |
| MidFirst Bank | 1,787 | $589.9K | 0.04% | +5+0.3% | Added |
| Wesbanco Bank Inc | 1,776 | $586.3K | 0.01% | −4−0.2% | Reduced |
| Silvercrest Asset Management Group LLC | 1,774 | $585.8K | 0.00% | −645−26.7% | Reduced |
| LBMC Investment Advisors, LLC | 1,750 | $577.7K | 0.03% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,750 | $577.7K | 0.03% | +40+2.3% | Added |
| Insigneo Advisory Services, LLC | 1,739 | $574.1K | 0.02% | −115−6.2% | Reduced |
| Avantax Planning Partners, Inc. | 1,735 | $572.8K | 0.01% | −215−11.0% | Reduced |
| Sylvest Advisors, LLC | 1,735 | $572.8K | 0.26% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 1,730 | $571.1K | 0.32% | −28−1.6% | Reduced |
| Pavion Blue Capital, LLC | 1,724 | $569.1K | 0.23% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 1,714 | $565.8K | 0.07% | −303−15.0% | Reduced |
| Advyzon Investment Management, LLC | 1,710 | $564.5K | 0.04% | −681−28.5% | Reduced |
| Brown Wealth Management, LLC | 1,707 | $563.6K | 0.13% | −289−14.5% | Reduced |
| Neville Rodie & Shaw Inc | 1,700 | $562.0K | 0.04% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 1,700 | $561.2K | 0.03% | −149−8.1% | Reduced |
| Nixon Peabody Trust Co | 1,659 | $547.7K | 0.04% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 1,658 | $547.4K | 0.15% | +421+34.0% | Added |
| Burke & Herbert Bank & Trust Co | 1,657 | $547.0K | 0.14% | 00.0% | Unchanged |
| Bank of Hawaii | 1,646 | $543.4K | 0.03% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 1,639 | $541.1K | 0.05% | +116+7.6% | Added |
| Mountain Pacific Investment Advisers Inc | 1,635 | $539.7K | 0.08% | 00.0% | Unchanged |
| United Community Bank | 1,634 | $539.4K | 0.17% | −65−3.8% | Reduced |
| Charter Trust Co | 1,627 | $537.1K | 0.03% | 00.0% | Unchanged |
| Hudson Portfolio Management LLC | 1,607 | $530.5K | 0.40% | −10−0.6% | Reduced |
| Knightsbridge Asset Management, LLC | 1,606 | $530.3K | 0.07% | −164−9.3% | Reduced |
| Cozad Asset Management Inc | 1,606 | $530.2K | 0.03% | 00.0% | Unchanged |
| First Foundation Advisors | 1,596 | $526.9K | 0.02% | 00.0% | Unchanged |
| Howland Capital Management LLC | 1,596 | $526.9K | 0.02% | +87+5.8% | Added |
| Axxcess Wealth Management, LLC | 1,586 | $523.5K | 0.01% | +1,586 | New |
| Quotient Wealth Partners, LLC | 1,584 | $523.0K | 0.01% | +93+6.2% | Added |
| Oberweis Asset Management Inc | 1,583 | $522.6K | 0.01% | +1+0.1% | Added |
| Princeton Global Asset Management LLC | 1,583 | $522.5K | 0.07% | +1,305+469.4% | Added |
| Nwam LLC | 1,576 | $520.3K | 0.03% | +158+11.1% | Added |
| 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 |
| Avestar Capital, LLC | 1,573 | $519.3K | 0.03% | −43−2.7% | Reduced |
| SHP Wealth Management | 1,568 | $517.6K | 0.04% | −564−26.5% | Reduced |
| Capstone Wealth Management, LLC | 1,560 | $515.0K | 0.24% | +1,560 | New |
| QTR Family Wealth, LLC | 1,559 | $514.5K | 0.18% | +181+13.1% | Added |
| Busey Wealth Management | 1,558 | $514.3K | 0.01% | −6−0.4% | Reduced |
| Centaurus Financial, Inc. | 1,555 | $513.0K | 0.02% | −103−6.2% | Reduced |
| 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 |
| Prosperity Consulting Group, LLC | 1,548 | $511.0K | 0.02% | +513+49.6% | Added |
| 4WEALTH Advisors, Inc. | 1,538 | $510.5K | 0.39% | +21+1.4% | Added |
| Ruggaard & Associates LLC | 1,536 | $507.2K | 0.18% | +286+22.9% | Added |
| G2 Capital Management, LLC | 1,534 | $506.4K | 0.11% | 00.0% | Unchanged |
| AGH Wealth Advisors, LLC | 1,534 | $506.4K | 0.32% | −11−0.7% | Reduced |
| Tradewinds Capital Management, LLC | 1,532 | $505.7K | 0.09% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,532 | $505.7K | 0.05% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 1,531 | $505.4K | 0.10% | −112−6.8% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 1,531 | $505.4K | 0.34% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 1,530 | $505.4K | 0.01% | −24−1.5% | Reduced |
| First American Trust, FSB | 1,524 | $502.9K | 0.03% | −5−0.3% | Reduced |
| Patten & Patten Inc | 1,523 | $502.9K | 0.03% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 1,297 | $502.3K | 0.15% | +100+8.4% | Added |
| Root Financial Partners, LLC | 1,518 | $501.2K | 0.02% | +242+19.0% | Added |
| Trueblood Wealth Management, LLC | 1,518 | $501.1K | 0.17% | −2−0.1% | Reduced |
| Kovack Advisors, Inc. | 1,514 | $501.0K | 0.02% | +772+104.0% | Added |
| Washington Trust Co | 1,518 | $501.0K | 0.02% | +100+7.1% | Added |
| Welch Group, LLC | 1,511 | $498.9K | 0.02% | +44+3.0% | Added |
| Polymer Capital Management (US) LLC | 1,511 | $498.8K | 0.07% | −7,176−82.6% | Reduced |
| Kestra Investment Management, LLC | 1,509 | $498.2K | 0.01% | −89−5.6% | Reduced |
| AlphaGrep UK Ltd | 1,506 | $497.2K | 0.15% | −2,124−58.5% | Reduced |
| Randolph Co Inc | 1,503 | $496.2K | 0.04% | 00.0% | Unchanged |
| Home Federal Bank of Tennessee | 1,500 | $495.2K | 0.11% | +700+87.5% | Added |
| Veracity Capital LLC | 1,500 | $495.1K | 0.13% | −42−2.7% | Reduced |
| Henrickson Nauta Wealth Advisors, Inc. | 1,499 | $494.8K | 0.12% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,496 | $493.9K | 0.05% | +81+5.7% | Added |
| All Terrain Financial Advisors, LLC | 1,495 | $493.5K | 0.10% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 1,494 | $493.3K | 0.01% | −44−2.9% | Reduced |
| Integrity Alliance, LLC. | 1,491 | $492.2K | 0.02% | −54−3.5% | Reduced |
| Two Sigma Securities, LLC | 1,490 | $491.9K | 0.04% | +1,490 | New |
| Main Street Financial Solutions, LLC | 1,485 | $490.3K | 0.03% | +1,485 | New |
| Somerville Kurt F | 1,485 | $490.2K | 0.12% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 1,476 | $487.3K | 0.01% | −27−1.8% | Reduced |
| Fiduciary Financial Group, LLC | 1,475 | $486.9K | 0.06% | +98+7.1% | Added |
| Old Port Advisors | 1,474 | $486.6K | 0.10% | −59−3.8% | Reduced |
| MBL Wealth, LLC | 1,473 | $486.3K | 0.03% | −161−9.9% | Reduced |