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 |
|---|---|---|---|---|---|
| Allegheny Financial Group LTD | 982 | $324.5K | 0.03% | +210+27.2% | Added |
| Wedgewood Investors Inc | 980 | $323.5K | 0.33% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 978 | $322.9K | 0.01% | +9+0.9% | Added |
| Global Financial Private Client, LLC | 973 | $321.2K | 0.09% | +29+3.1% | Added |
| Baxter Bros Inc | 971 | $320.6K | 0.04% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 970 | $320.2K | 0.02% | +6+0.6% | Added |
| Renaissance Group LLC | 970 | $320.2K | 0.01% | −40−4.0% | Reduced |
| Ti-Trust, Inc | 970 | $320.2K | 0.17% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 968 | $319.6K | 0.04% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 968 | $319.6K | 0.10% | +159+19.7% | Added |
| McAdam, LLC | 967 | $319.2K | 0.01% | +87+9.9% | Added |
| Smith, Moore & Co. | 960 | $316.9K | 0.02% | +15+1.6% | Added |
| Texas Yale Capital Corp. | 956 | $315.6K | 0.01% | 00.0% | Unchanged |
| Aspiriant, LLC | 956 | $315.6K | 0.01% | +956 | New |
| TritonPoint Partners, LLC | 953 | $314.6K | 0.03% | +953 | New |
| Blume Capital Management, Inc. | 950 | $313.6K | 0.05% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 948 | $313.2K | 0.01% | 00.0% | Unchanged |
| Virtu Financial LLC | 945 | $312.0K | 0.01% | −4,410−82.4% | Reduced |
| Edmp, Inc. | 945 | $312.0K | 0.25% | 00.0% | Unchanged |
| Brendel Financial Advisors LLC | 944 | $311.6K | 0.14% | 00.0% | Unchanged |
| Sprott Inc. | 942 | $311.0K | 0.01% | +942 | New |
| Cape Ann Savings Bank | 940 | $310.3K | 0.15% | −160−14.5% | Reduced |
| Winthrop Advisory Group LLC | 937 | $309.3K | 0.02% | +107+12.9% | Added |
| Canvas Wealth Advisors, LLC | 935 | $308.7K | 0.04% | +87+10.3% | Added |
| Penn Davis McFarland Inc | 933 | $308.0K | 0.03% | 00.0% | Unchanged |
| Pacific Excel Wealth Advisors, Inc. | 933 | $308.0K | 0.12% | +933 | New |
| Shah Wealth Advisors, LLC | 933 | $308.0K | 0.07% | +933 | New |
| Heritage Family Offices, LLP | 933 | $308.0K | 0.12% | +933 | New |
| Capital Investment Advisory Services, LLC | 933 | $307.9K | 0.02% | +933 | New |
| Quantum Financial Partners LLC | 932 | $307.7K | 0.16% | +932 | New |
| FORM Wealth Advisors, LLC | 930 | $307.0K | 0.03% | 00.0% | Unchanged |
| Elgethun Capital Management | 928 | $306.5K | 0.04% | +18+2.0% | Added |
| BNC Wealth Management, LLC | 926 | $305.8K | 0.07% | +1+0.1% | Added |
| Waterloo Capital, L.P. | 922 | $304.3K | 0.02% | +42+4.8% | Added |
| Madrona Financial Services, LLC | 921 | $304.0K | 0.06% | +4+0.4% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 619 | $304.0K | 0.09% | −528−46.0% | Reduced |
| Fiduciary Alliance LLC | 918 | $303.1K | 0.02% | +92+11.1% | Added |
| Guardian Partners Inc. | 916 | $302.4K | 0.03% | −2,732−74.9% | Reduced |
| Everhart Financial Group, Inc. | 911 | $300.7K | 0.02% | −77−7.8% | Reduced |
| J. Safra Sarasin Holding AG | 1,031 | $300.7K | 0.00% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 910 | $300.4K | 0.01% | −123−11.9% | Reduced |
| Beirne Wealth Consulting Services, LLC | 909 | $300.1K | 0.06% | +909 | New |
| Blalock Williams, LLC | 909 | $300.1K | 0.19% | +47+5.5% | Added |
| Thompson Siegel & Walmsley LLC | 910 | $300.0K | 0.01% | +37+4.2% | Added |
| United Asset Strategies, Inc. | 908 | $299.7K | 0.02% | +1+0.1% | Added |
| Gladstone Institutional Advisory LLC | 906 | $299.1K | 0.01% | +14+1.6% | Added |
| MASTERINVEST Kapitalanlage GmbH | 906 | $299.1K | 0.03% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 900 | $297.1K | 0.01% | −8−0.9% | Reduced |
| Becker Capital Management Inc | 898 | $296.4K | 0.01% | −142−13.7% | Reduced |
| Defiance ETFs, LLC | 883 | $295.5K | 0.00% | +144+19.5% | Added |
| Advisory Alpha, LLC | 894 | $295.2K | 0.01% | −45−4.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 894 | $295.1K | 0.03% | +22+2.5% | Added |
| Berman McAleer LLC | 894 | $295.1K | 0.03% | +30+3.5% | Added |
| DiPaolo Financial Group, Inc. | 890 | $293.8K | 0.19% | −33−3.6% | Reduced |
| Mach-1 Financial Group, Inc. | 889 | $293.5K | 0.11% | +889 | New |
| Cornerstone Wealth Group, LLC | 885 | $292.3K | 0.02% | +885 | New |
| Marshall Wace, LLP | 882 | $291.2K | 0.00% | +882 | New |
| Legacy Private Trust Co. | 880 | $290.5K | 0.02% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 879 | $290.2K | 0.04% | +35+4.1% | Added |
| Howard Financial Services, Ltd. | 879 | $290.2K | 0.03% | +17+2.0% | Added |
| Altfest L J & Co Inc | 877 | $289.7K | 0.03% | +15+1.7% | Added |
| Intrua Financial, LLC | 877 | $289.5K | 0.03% | +13+1.5% | Added |
| Barnes Wealth Management Group, Inc | 876 | $289.2K | 0.13% | −17−1.9% | Reduced |
| Town Capital LLC | 876 | $289.2K | 0.18% | +876 | New |
| Valtinson Bruner Financial Planning LLC | 870 | $287.1K | 0.07% | +1+0.1% | Added |
| Diversified Enterprises, LLC | 869 | $286.8K | 0.01% | −3−0.3% | Reduced |
| First Citizens Bank & Trust Co | 867 | $286.2K | 0.00% | +85+10.9% | Added |
| Warren Street Wealth Advisors, LLC | 864 | $285.2K | 0.06% | +18+2.1% | Added |
| Portside Wealth Group, LLC | 860 | $283.9K | 0.03% | −48−5.3% | Reduced |
| Next Capital Management LLC | 860 | $283.9K | 0.08% | 00.0% | Unchanged |
| Holland Advisory Services, Inc. | 860 | $283.9K | 0.31% | 00.0% | Unchanged |
| Narus Financial Partners, LLC | 859 | $283.6K | 0.07% | −51−5.6% | Reduced |
| Ellevest, Inc. | 859 | $283.6K | 0.03% | −46−5.1% | Reduced |
| Rockland Trust Co | 859 | $283.6K | 0.01% | 00.0% | Unchanged |
| Fiera Capital Corp | 857 | $282.9K | 0.00% | 00.0% | Unchanged |
| Hudson Value Partners, LLC | 856 | $282.6K | 0.07% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 855 | $282.3K | 0.01% | −163−16.0% | Reduced |
| Nestegg Advisors, Inc. | 854 | $281.9K | 0.20% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 850 | $280.6K | 0.02% | −60−6.6% | Reduced |
| Wayfinding Financial, LLC | 851 | $280.0K | 0.11% | +29+3.5% | Added |
| BFSG, LLC | 847 | $279.6K | 0.02% | −63−6.9% | Reduced |
| Beacon Investment Advisory Services, Inc. | 847 | $279.6K | 0.01% | −27−3.1% | Reduced |
| Tritonpoint Wealth, LLC | 845 | $279.0K | 0.03% | +845 | New |
| Camden Capital, LLC | 844 | $278.7K | 0.01% | +99+13.3% | Added |
| Pettyjohn, Wood & White, Inc | 842 | $278.0K | 0.04% | 00.0% | Unchanged |
| MEMBERS Trust Co | 842 | $278.0K | 0.01% | 00.0% | Unchanged |
| Brian Low Financial Group, LLC | 840 | $277.3K | 0.16% | 00.0% | Unchanged |
| Sloy Dahl & Holst, LLC | 839 | $277.0K | 0.03% | 00.0% | Unchanged |
| Central Valley Advisors, LLC | 839 | $276.9K | 0.07% | 00.0% | Unchanged |
| Carr Financial Group Corp | 837 | $276.2K | 0.06% | −1−0.1% | Reduced |
| Chilton Investment Co LLC | 834 | $275.3K | 0.01% | −58−6.5% | Reduced |
| Essential Partners LLC | 832 | $274.7K | 0.13% | −3,005−78.3% | Reduced |
| Everett Harris & Co | 832 | $274.7K | 0.00% | +832 | New |
| Revolve Wealth Partners, LLC | 831 | $274.4K | 0.03% | +135+19.4% | Added |
| American Trust | 830 | $274.0K | 0.02% | −17−2.0% | Reduced |
| Triad Wealth Partners, LLC | 733 | $273.9K | 0.02% | +733 | New |
| NBC Securities, Inc. | 828 | $273.4K | 0.02% | −143−14.7% | Reduced |
| Fort Point Capital Partners LLC | 826 | $272.8K | 0.03% | +9+1.1% | Added |
| Alta Advisers Ltd | 825 | $272.3K | 0.06% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 821 | $271.0K | 0.05% | 00.0% | Unchanged |