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 |
|---|---|---|---|---|---|
| Monument Capital Management | 1,472 | $485.9K | 0.10% | +214+17.0% | Added |
| Univest Financial Corp | 1,472 | $485.8K | 0.02% | +1+0.1% | Added |
| Apella Capital, LLC | 1,407 | $483.5K | 0.01% | +67+5.0% | Added |
| First Nebraska Trust Co | 1,455 | $480.3K | 0.04% | +300+26.0% | Added |
| Turtle Creek Wealth Advisors, LLC | 1,454 | $480.0K | 0.03% | +3+0.2% | Added |
| Stegent Equity Advisors, Inc. | 1,451 | $479.0K | 0.34% | −16−1.1% | Reduced |
| Belleair Asset Management, LLC | 1,447 | $477.7K | 0.40% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 1,446 | $477.4K | 0.01% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 1,443 | $476.3K | 0.06% | +22+1.5% | Added |
| Focused Wealth Management, Inc | 1,424 | $470.2K | 0.04% | +304+27.1% | Added |
| Confluence Wealth Services, Inc. | 1,418 | $468.1K | 0.01% | +437+44.5% | Added |
| Flagship Harbor Advisors, LLC | 1,415 | $467.0K | 0.02% | −1−0.1% | Reduced |
| Howard Capital Management Inc. | 1,410 | $465.5K | 0.01% | +666+89.5% | Added |
| Wellington Shields & Co., LLC | 1,408 | $464.8K | 0.10% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 1,407 | $464.6K | 0.03% | +197+16.3% | Added |
| Advisortrust Partners, LLC | 1,406 | $464.1K | 0.16% | +81+6.1% | Added |
| MCF Advisors LLC | 1,405 | $463.9K | 0.02% | 00.0% | Unchanged |
| Succession Financial, Inc. | 1,402 | $462.8K | 0.45% | +1,402 | New |
| Mitchell Sinkler & Starr | 1,400 | $462.2K | 0.19% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 1,400 | $462.0K | 0.33% | +5+0.4% | 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 |
| Atticus Wealth Management, LLC | 1,391 | $459.2K | 0.11% | +19+1.4% | Added |
| Simmons Bank | 1,391 | $459.2K | 0.03% | +43+3.2% | Added |
| Advus Financial Partners, LLC | 1,390 | $458.9K | 0.10% | −9−0.6% | Reduced |
| Aspen Investment Management Inc | 1,388 | $458.0K | 0.12% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 1,380 | $455.6K | 0.06% | 00.0% | Unchanged |
| Great Waters Wealth Management | 1,375 | $453.8K | 0.04% | −36−2.6% | Reduced |
| Hickory Point Bank & Trust | 1,374 | $453.6K | 0.28% | −46−3.2% | Reduced |
| Boston Family Office LLC | 1,365 | $451.0K | 0.03% | −85−5.9% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 1,364 | $450.3K | 0.12% | −146−9.7% | Reduced |
| ForthRight Wealth Management, LLC | 1,362 | $449.6K | 0.12% | −51−3.6% | Reduced |
| NBT Bank N A | 1,358 | $448.3K | 0.03% | 00.0% | Unchanged |
| Milestones Private Investment Advisors LLC | 1,350 | $445.7K | 0.35% | 00.0% | Unchanged |
| SmartHarvest Portfolios, LLC | 1,345 | $444.1K | 0.14% | +196+17.1% | Added |
| WealthPlan Investment Management, LLC | 1,339 | $442.0K | 0.02% | +18+1.4% | Added |
| Forum Financial Management, LP | 1,334 | $440.4K | 0.01% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 1,330 | $439.1K | 0.02% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 1,328 | $438.4K | 0.03% | −645−32.7% | Reduced |
| Mainsail Asset Management, LLC | 1,187 | $438.0K | 0.17% | +1,187 | New |
| Baader Bank INC | 1,325 | $437.4K | 0.04% | −694−34.4% | Reduced |
| Red Door Wealth Management, LLC | 1,322 | $436.3K | 0.04% | +16+1.2% | Added |
| Fiduciary Group LLC | 1,317 | $434.8K | 0.03% | −100−7.1% | Reduced |
| Beaumont Financial Advisors, LLC | 1,316 | $434.5K | 0.03% | +34+2.7% | Added |
| Somerset Trust Co | 1,314 | $433.8K | 0.12% | +13+1.0% | Added |
| Colonial Trust Co | 1,313 | $433.6K | 0.05% | −20−1.5% | Reduced |
| Van Strum & Towne Inc. | 1,304 | $430.5K | 0.12% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,292 | $429.7K | 0.02% | −15−1.1% | Reduced |
| Onyx Bridge Wealth Group LLC | 1,300 | $429.0K | 0.04% | +130+11.1% | Added |
| Childress Capital Advisors, LLC | 1,295 | $427.4K | 0.07% | +33+2.6% | Added |
| Stratos Wealth Advisors, LLC | 1,294 | $427.4K | 0.02% | +15+1.2% | Added |
| Monticello Wealth Management, LLC | 1,293 | $426.8K | 0.02% | +179+16.1% | Added |
| Sentinus, LLC | 1,292 | $426.5K | 0.03% | −113−8.0% | Reduced |
| Core Alternative Capital | 1,291 | $426.2K | 0.13% | 00.0% | Unchanged |
| Wealth Architects, LLC | 1,288 | $425.2K | 0.03% | +49+4.0% | Added |
| Live Oak Private Wealth LLC | 1,286 | $424.5K | 0.05% | 00.0% | Unchanged |
| Opus Capital Group, LLC | 1,283 | $424.0K | 0.04% | −446−25.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 1,284 | $424.0K | 0.04% | −3,871−75.1% | Reduced |
| Medallion Wealth Advisors, LLC | 1,282 | $423.2K | 0.14% | +109+9.3% | Added |
| Financial Engines Advisors L.L.C. | 1,280 | $422.6K | 0.00% | +5+0.4% | Added |
| Aaron Wealth Advisors | 1,273 | $420.2K | 0.02% | −473−27.1% | Reduced |
| Tiemann Investment Advisors, LLC | 1,270 | $419.3K | 0.15% | −165−11.5% | Reduced |
| 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 |
| Delta Asset Management LLC | 1,263 | $416.9K | 0.04% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,261 | $416.3K | 0.01% | 00.0% | Unchanged |
| CSS LLC | 1,260 | $416.0K | 0.02% | −200−13.7% | Reduced |
| Keel Point, LLC | 1,258 | $415.1K | 0.02% | +140+12.5% | Added |
| Pine Valley Investments Ltd Liability Co | 1,256 | $414.6K | 0.02% | +42+3.5% | Added |
| Liberty Capital Management, Inc. | 1,254 | $414.0K | 0.07% | +1,254 | New |
| Rehmann Capital Advisory Group | 1,245 | $412.2K | 0.02% | +17+1.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,248 | $412.1K | 0.01% | +155+14.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,248 | $412.0K | 0.01% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 1,245 | $411.9K | 0.07% | +136+12.3% | Added |
| Abacus Planning Group, Inc. | 1,247 | $411.7K | 0.05% | +5+0.4% | Added |
| Kera Capital Partners, Inc. | 1,245 | $411.0K | 0.04% | +392+46.0% | 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 |
| Sage Rhino Capital LLC | 1,239 | $409.0K | 0.07% | +5+0.4% | Added |
| Compass Capital Corp | 1,089 | $408.9K | 0.13% | −25−2.2% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 1,238 | $408.7K | 0.07% | −26−2.1% | Reduced |
| Santori & Peters | 1,236 | $408.1K | 0.12% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 1,235 | $407.9K | 0.01% | +485+64.7% | Added |
| BLB&B Advisors, LLC | 1,233 | $407.0K | 0.01% | +23+1.9% | Added |
| Windsor Capital Management, LLC | 1,228 | $405.6K | 0.11% | −238−16.2% | Reduced |
| Dearborn Partners LLC | 1,227 | $405.2K | 0.02% | −36−2.9% | Reduced |
| One Wealth Advisors, LLC | 1,226 | $404.7K | 0.04% | 00.0% | Unchanged |
| Investment Research Partners LLC | 1,219 | $402.4K | 0.14% | +315+34.8% | Added |
| Greenup Street Wealth Management LLC | 1,218 | $402.0K | 0.05% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,214 | $400.8K | 0.00% | +39+3.3% | Added |
| Ariston Services Group | 1,212 | $400.1K | 0.22% | +1,212 | Added |
| Wealth Effects LLC | 1,209 | $399.3K | 0.11% | 00.0% | Unchanged |
| Plancorp, LLC | 1,169 | $399.2K | 0.01% | −197−14.4% | Reduced |
| L2 Asset Management, LLC | 1,209 | $399.1K | 0.04% | +40+3.4% | Added |
| C M Bidwell & Associates Ltd | 1,208 | $398.8K | 0.16% | +159+15.2% | Added |
| Willner & Heller, LLC | 1,206 | $398.1K | 0.25% | +32+2.7% | Added |
| Means Investment Co., Inc. | 1,202 | $396.8K | 0.03% | +1+0.1% | Added |
| 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 |