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 |
|---|---|---|---|---|---|
| E Fund Management Co., Ltd. | 819 | $270.4K | 0.01% | −15−1.8% | Reduced |
| Wick Capital Partners, LLC | 818 | $270.0K | 0.04% | +79+10.7% | Added |
| Cahill Financial Advisors Inc | 816 | $269.2K | 0.03% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 812 | $268.1K | 0.14% | 00.0% | Unchanged |
| Meadowbrook Advisors Group, LLC | 812 | $268.1K | 0.14% | +812 | New |
| Change Path, LLC | 812 | $267.8K | 0.01% | −21−2.5% | Reduced |
| Relyea Zuckerberg Hanson LLC | 810 | $267.4K | 0.02% | +20+2.5% | Added |
| Torrey Growth & Income Advisors | 800 | $266.8K | 0.09% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 808 | $266.7K | 0.08% | 00.0% | Unchanged |
| Briggs Wealth Management, Inc | 807 | $266.4K | 0.24% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 805 | $265.7K | 0.20% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 803 | $265.1K | 0.02% | −13−1.6% | Reduced |
| Security National Bank of So Dak | 800 | $264.1K | 0.12% | 00.0% | Unchanged |
| First Community Trust NA | 800 | $264.1K | 0.12% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 800 | $264.1K | 0.03% | 00.0% | Unchanged |
| EagleClaw Capital Managment, LLC | 800 | $264.1K | 0.04% | 00.0% | Unchanged |
| Logan Capital Management Inc | 800 | $264.1K | 0.01% | +800 | New |
| Salem Investment Counselors Inc | 794 | $262.1K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 794 | $262.1K | 0.10% | 00.0% | Unchanged |
| Bell Bank | 794 | $262.1K | 0.01% | +12+1.5% | Added |
| Castle Rock Wealth Management, LLC | 783 | $262.0K | 0.05% | −28−3.5% | Reduced |
| Range Advisory, LLC | 791 | $261.2K | 0.03% | +90+12.8% | Added |
| Asset Allocation & Management Company, LLC | 790 | $261.0K | 0.09% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 790 | $260.8K | 0.36% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 785 | $260.5K | 0.02% | −200−20.3% | Reduced |
| Strathmore Capital Advisors, Inc. | 703 | $259.9K | 0.07% | −22−3.0% | Reduced |
| New England Research & Management, Inc. | 787 | $259.8K | 0.10% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 785 | $259.3K | 0.00% | +785 | New |
| Walleye Trading LLC | 784 | $258.8K | 0.00% | +784 | New |
| New Republic Capital, LLC | 784 | $258.8K | 0.06% | +85+12.2% | Added |
| KFA Private Wealth Group, LLC | 778 | $257.0K | 0.06% | −246−24.0% | Reduced |
| FSM Wealth Advisors, LLC | 777 | $256.6K | 0.03% | −8−1.0% | Reduced |
| Symphony Financial, Ltd. Co. | 774 | $256.0K | 0.03% | −42−5.1% | Reduced |
| TRB Wealth Management, LLC | 774 | $255.5K | 0.03% | 00.0% | Unchanged |
| Exchange Bank | 773 | $255.2K | 0.16% | 00.0% | Unchanged |
| CVA Family Office, LLC | 773 | $255.2K | 0.02% | +12+1.6% | Added |
| IFG Advisory, LLC | 772 | $254.9K | 0.01% | +772 | New |
| Founders Financial Alliance, LLC | 768 | $253.3K | 0.03% | +4+0.5% | Added |
| Auxano Advisors, LLC | 765 | $252.5K | 0.05% | −13−1.7% | Reduced |
| IVC Wealth Advisors LLC | 764 | $252.2K | 0.10% | +1+0.1% | Added |
| Independent Financial Group, LLC | 762 | $251.7K | 0.00% | +762 | New |
| Highland Capital Management, LLC | 762 | $251.6K | 0.01% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 761 | $251.1K | 0.00% | +33+4.5% | Added |
| Allen Capital Group, LLC | 760 | $250.9K | 0.02% | +19+2.6% | Added |
| Emerald Advisors, LLC | 760 | $250.8K | 0.03% | −15−1.9% | Reduced |
| Adamsbrown Wealth Consultants LLC | 760 | $250.8K | 0.05% | +2+0.3% | Added |
| Trustmark National Bank Trust Department | 758 | $250.2K | 0.01% | −283−27.2% | Reduced |
| JGP Wealth Management, LLC | 757 | $249.9K | 0.02% | −6−0.8% | Reduced |
| Peregrine Asset Advisers, Inc. | 757 | $249.9K | 0.05% | +757 | New |
| Courage Miller Partners, LLC | 755 | $249.2K | 0.07% | 00.0% | Unchanged |
| Drucker Wealth 3.0, LLC | 755 | $249.2K | 0.04% | +755 | New |
| Paces Ferry Wealth Advisors, LLC | 754 | $248.9K | 0.09% | −46−5.8% | Reduced |
| Strategic Investment Advisors | 754 | $248.8K | 0.02% | +164+27.8% | Added |
| Curran Financial Partners, LLC | 752 | $248.1K | 0.04% | +752 | New |
| Fielder Capital Group LLC | 752 | $248.1K | 0.05% | −3−0.4% | Reduced |
| Signature Wealth Management Partners, LLC | 750 | $247.6K | 0.12% | −13−1.7% | Reduced |
| Mayflower Financial Advisors, LLC | 748 | $246.9K | 0.02% | −57−7.1% | Reduced |
| Cornerstone Advisors Asset Management, LLC | 746 | $246.3K | 0.03% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 730 | $245.9K | 0.05% | −157−17.7% | Reduced |
| Silverlake Wealth Management LLC | 745 | $245.9K | 0.05% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 744 | $245.7K | 0.05% | −2−0.3% | Reduced |
| Penserra Capital Management LLC | 748 | $245.0K | 0.00% | −85−10.2% | Reduced |
| Vicus Capital | 742 | $244.9K | 0.02% | −2−0.3% | Reduced |
| DB&C Advisors, LLC | 741 | $244.7K | 0.26% | +1+0.1% | Added |
| Milestone Asset Management Group, LLC | 739 | $243.9K | 0.12% | +3+0.4% | Added |
| Thrive Wealth Management, LLC | 737 | $243.5K | 0.03% | −19−2.5% | Reduced |
| Werba Rubin Papier Wealth Management | 736 | $242.9K | 0.03% | +736 | New |
| Valley National Advisers Inc | 735 | $242.6K | 0.03% | −1−0.1% | Reduced |
| Maimon Wealth Management Ltd. | 734 | $242.3K | 0.19% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 734 | $242.3K | 0.08% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 732 | $241.7K | 0.02% | +21+3.0% | Added |
| Curated Wealth Partners LLC | 732 | $241.6K | 0.03% | −64−8.0% | Reduced |
| MTM Investment Management, LLC | 732 | $241.6K | 0.07% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 730 | $241.0K | 0.00% | 00.0% | Unchanged |
| Family Management Corp | 730 | $241.0K | 0.03% | +6+0.8% | Added |
| Venturi Wealth Management, LLC | 727 | $240.0K | 0.01% | +727 | New |
| Alteri Wealth LLC | 727 | $239.9K | 0.07% | +2+0.3% | Added |
| LexAurum Advisors, LLC | 725 | $239.3K | 0.03% | +725 | New |
| First Financial Bank - Trust Division | 724 | $239.0K | 0.02% | 00.0% | Unchanged |
| Members Wealth LLC | 724 | $239.0K | 0.13% | +3+0.4% | Added |
| Symmetry Partners, LLC | 719 | $237.3K | 0.01% | +719 | New |
| Sunbeam Capital Management, LLC | 719 | $237.2K | 0.11% | +719 | New |
| Clear Wave Wealth Management LLC | 713 | $235.4K | 0.05% | +21+3.0% | Added |
| Chesley Taft & Associates LLC | 709 | $233.9K | 0.01% | +12+1.7% | Added |
| Enterprise Financial Services Corp | 708 | $233.7K | 0.10% | +9+1.3% | Added |
| Bouchey Financial Group Ltd | 708 | $233.6K | 0.02% | +708 | New |
| Peoples Bank | 707 | $233.4K | 0.12% | −2−0.3% | Reduced |
| Keynote Financial Services LLC | 707 | $233.4K | 0.11% | +707 | New |
| Sargent Investment Group, LLC | 704 | $232.4K | 0.03% | −1−0.1% | Reduced |
| Herold Advisors, Inc. | 700 | $232.0K | 0.05% | 00.0% | Unchanged |
| Grove Bank & Trust | 702 | $231.7K | 0.02% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 701 | $231.4K | 0.05% | 00.0% | Unchanged |
| Salzhauer Michael | 700 | $231.1K | 0.08% | 00.0% | Unchanged |
| Sandhill Capital Partners LLC | 700 | $231.1K | 0.02% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 700 | $231.1K | 0.16% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 700 | $231.0K | 0.00% | 00.0% | Unchanged |
| Kure Advisory, LLC | 699 | $230.8K | 0.11% | −50−6.7% | Reduced |
| Rodgers Brothers Inc. | 699 | $230.8K | 0.02% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 699 | $230.8K | 0.02% | +8+1.2% | Added |
| TCI Wealth Advisors, Inc. | 699 | $230.8K | 0.01% | +699 | New |