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 |
|---|---|---|---|---|---|
| S-Bank Fund Management Ltd | 1,196 | $394.8K | 0.05% | +1,196 | New |
| JFS Wealth Advisors, LLC | 1,192 | $393.5K | 0.02% | +4+0.3% | Added |
| Earnest Partners LLC | 1,191 | $393.2K | 0.00% | +36+3.1% | Added |
| Bridgewealth Advisory Group, LLC | 1,190 | $392.9K | 0.07% | +3+0.3% | Added |
| Magnolia Capital Advisors LLC | 1,185 | $391.1K | 0.07% | +1,185 | New |
| Mission Creek Capital Partners, Inc. | 1,183 | $390.4K | 0.07% | +300+34.0% | Added |
| 3Chopt Investment Partners, LLC | 1,177 | $388.6K | 0.07% | +65+5.8% | Added |
| Sanchez Levi Garrett | 1,177 | $388.4K | 0.21% | +15+1.3% | Added |
| Northwest Quadrant Wealth Management, LLC | 1,176 | $388.1K | 0.07% | +3+0.3% | Added |
| Advisors Management Group Inc | 1,178 | $388.0K | 0.06% | 00.0% | Unchanged |
| Optas, LLC | 1,175 | $387.9K | 0.05% | +150+14.6% | Added |
| Slocum, Gordon & Co LLP | 1,175 | $387.9K | 0.26% | +1,175 | New |
| Charles Schwab Trust Co | 1,170 | $386.2K | 0.02% | +152+14.9% | Added |
| Caldwell Sutter Capital, Inc. | 1,168 | $385.4K | 0.15% | −5−0.4% | Reduced |
| Accurate Wealth Management, LLC | 1,136 | $385.0K | 0.04% | +9+0.8% | Added |
| Armis Advisers, LLC | 1,131 | $383.6K | 0.04% | −110−8.9% | Reduced |
| Wealthspan Partners, LLC | 1,161 | $383.3K | 0.12% | 00.0% | Unchanged |
| Csenge Advisory Group | 1,161 | $383.2K | 0.02% | −181−13.5% | Reduced |
| Flagship Wealth Advisors, LLC | 1,154 | $381.0K | 0.09% | +14+1.2% | Added |
| Versant Capital Management, Inc | 1,151 | $380.0K | 0.03% | +419+57.2% | Added |
| MKT Advisors LLC | 1,104 | $379.5K | 0.12% | −55−4.7% | Reduced |
| Bayban | 1,146 | $378.3K | 0.29% | −17−1.5% | Reduced |
| Novem Group | 1,144 | $377.7K | 0.04% | −22−1.9% | Reduced |
| Kelly Financial Group LLC | 1,148 | $377.4K | 0.08% | +192+20.1% | Added |
| Keystone Financial Group, Inc. | 1,139 | $376.0K | 0.20% | +3+0.3% | Added |
| Larry Mathis Financial Planning, LLC | 1,138 | $375.7K | 0.29% | +13+1.2% | Added |
| RFG Advisory, LLC | 1,131 | $373.5K | 0.01% | +151+15.4% | Added |
| MFA Wealth Services | 1,117 | $368.6K | 0.22% | +4+0.4% | Added |
| Capital Management Associates, Inc | 1,114 | $367.8K | 0.07% | +1,114 | New |
| Zacks Investment Management | 1,112 | $367.2K | 0.00% | −70−5.9% | Reduced |
| Marino, Stram & Associates LLC | 1,109 | $366.2K | 0.06% | −15−1.3% | Reduced |
| Marietta Wealth Management, LLC | 1,105 | $364.8K | 0.04% | +100+10.0% | Added |
| Farmers & Merchants Investments Inc | 1,103 | $364.1K | 0.01% | −5−0.5% | Reduced |
| Sippican Capital Advisors | 1,100 | $363.1K | 0.22% | −25−2.2% | Reduced |
| Westco Advisory Services Inc | 1,100 | $363.1K | 0.22% | −9−0.8% | Reduced |
| Quent Capital, LLC | 1,098 | $362.5K | 0.02% | −36−3.2% | Reduced |
| Abel Hall, LLC | 1,098 | $362.5K | 0.06% | +183+20.0% | Added |
| Facet Wealth, Inc. | 1,094 | $361.2K | 0.01% | +208+23.5% | Added |
| Centennial Bank | 1,091 | $360.2K | 0.12% | 00.0% | Unchanged |
| Integrity Advisory Solutions, LLC | 1,085 | $358.4K | 0.04% | +1,085 | New |
| McKinley Carter Wealth Services, Inc. | 1,084 | $357.9K | 0.02% | 00.0% | Unchanged |
| Avail Investment Partners, LLC | 1,084 | $357.9K | 0.28% | +1,084 | New |
| StoneX Group Inc. | 1,089 | $357.5K | 0.01% | +105+10.7% | Added |
| Five Oceans Advisors | 1,082 | $357.2K | 0.11% | −6−0.6% | Reduced |
| Xxi Wealth, LLC | 1,082 | $357.2K | 0.16% | +23+2.2% | Added |
| Caldwell Trust Co | 1,079 | $356.2K | 0.03% | −82−7.1% | Reduced |
| Bull Oak Capital, LLC | 1,078 | $355.9K | 0.12% | 00.0% | Unchanged |
| McLean Asset Management Corp | 950 | $355.6K | 0.05% | −7−0.7% | Reduced |
| Breakwater Capital Group | 1,077 | $355.5K | 0.04% | −139−11.4% | Reduced |
| Fragasso Group Inc. | 1,077 | $355.4K | 0.02% | +1,077 | New |
| Farmers & Merchants Trust Co of Long Beach | 1,067 | $352.2K | 0.08% | +48+4.7% | Added |
| CRA Financial Services, LLC | 1,066 | $351.9K | 0.04% | −2−0.2% | Reduced |
| Key Financial Inc | 1,065 | $351.6K | 0.06% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 1,066 | $350.8K | 0.06% | +1,066 | New |
| Purkiss Capital Advisors LLC | 1,060 | $349.9K | 0.13% | +1,060 | New |
| Cornerstone Advisory, LLC | 1,059 | $349.4K | 0.03% | −51−4.6% | Reduced |
| Boston Private Wealth LLC | 1,056 | $348.6K | 0.02% | −63−5.6% | Reduced |
| Sageworth Trust Co | 1,056 | $348.6K | 0.01% | +58+5.8% | Added |
| Quarry LP | 1,055 | $348.3K | 0.05% | +84+8.7% | Added |
| HCR Wealth Advisors | 1,043 | $344.3K | 0.03% | −14−1.3% | Reduced |
| Quantum Financial Advisors, LLC | 1,042 | $344.0K | 0.03% | −22−2.1% | Reduced |
| Community Financial Services Group, LLC | 1,027 | $343.7K | 0.05% | −38−3.6% | Reduced |
| Manchester Capital Management LLC | 1,039 | $343.0K | 0.04% | +24+2.4% | Added |
| LMR Partners LLP | 1,037 | $342.3K | 0.00% | +1,037 | New |
| Citizens National Bank Trust Department | 1,034 | $341.3K | 0.05% | 00.0% | Unchanged |
| BankPlus Trust Department | 1,034 | $341.3K | 0.08% | +42+4.2% | Added |
| Westmount Partners, LLC | 1,033 | $341.1K | 0.08% | +164+18.9% | Added |
| GWN Securities Inc. | 1,033 | $341.0K | 0.06% | −43−4.0% | Reduced |
| Vermillion Wealth Management, Inc. | 1,031 | $340.3K | 0.08% | −14−1.3% | Reduced |
| Valmark Advisers, Inc. | 1,026 | $338.7K | 0.00% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 1,025 | $338.3K | 0.06% | +1+0.1% | Added |
| TMB Capital Partners, LLC | 1,022 | $337.4K | 0.11% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1,021 | $337.1K | 0.07% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,021 | $337.1K | 0.07% | −20−1.9% | Reduced |
| Resonant Capital Advisors, LLC | 1,021 | $337.1K | 0.02% | −32−3.0% | Reduced |
| Winning Points Advisors, LLC | 1,021 | $337.1K | 0.44% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 1,018 | $335.9K | 0.01% | −17−1.6% | Reduced |
| Caerus Investment Advisors, LLC | 1,016 | $335.4K | 0.11% | +116+12.9% | Added |
| Phillips Financial Management, LLC | 1,015 | $335.1K | 0.02% | −9−0.9% | Reduced |
| Crews Bank & Trust | 1,014 | $334.7K | 0.04% | 00.0% | Unchanged |
| Vision Capital Management, Inc. | 1,013 | $334.4K | 0.04% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 1,007 | $332.4K | 0.18% | −33−3.2% | Reduced |
| United Advisor Group, LLC | 1,006 | $332.0K | 0.04% | +48+5.0% | Added |
| Templeton & Phillips Capital Management, LLC | 1,005 | $331.8K | 0.24% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 1,004 | $331.4K | 0.05% | −1−0.1% | Reduced |
| Oslo Pensjonsforsikring AS | 1,004 | $331.4K | 0.04% | 00.0% | Unchanged |
| Legacy Trust | 1,000 | $330.1K | 0.06% | 00.0% | Unchanged |
| Red Wave Investments LLC | 1,000 | $330.1K | 0.08% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 1,000 | $330.1K | 0.02% | 00.0% | Unchanged |
| CrossGen Wealth, LLC | 1,000 | $330.1K | 0.26% | 00.0% | Unchanged |
| Global Strategic Investment Solutions, LLC | 1,000 | $330.1K | 0.03% | +7+0.7% | Added |
| Angeles Wealth Management, LLC | 996 | $328.8K | 0.02% | +22+2.3% | Added |
| Financial Council Asset Management Inc | 994 | $328.1K | 0.11% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 993 | $327.8K | 0.03% | +98+10.9% | Added |
| SFMG, LLC | 993 | $327.8K | 0.02% | +12+1.2% | Added |
| Sawgrass Asset Management LLC | 992 | $327.5K | 0.04% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 992 | $327.4K | 0.02% | +4+0.4% | Added |
| Capital Performance Advisors LLP | 991 | $327.2K | 0.02% | −1,043−51.3% | Reduced |
| Legacy Edge Advisors, LLC | 989 | $326.5K | 0.03% | +30+3.1% | Added |
| Gateway Wealth Partners, LLC | 988 | $326.0K | 0.02% | −137−12.2% | Reduced |