Travelers Companies, Inc.

TRV

Exchange: NYSE
Industry: Fire, Marine & Casualty Insurance
SEC CIK: 0000086312

SEC filings (opens in a new tab)

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.

Institutional holdersQ2 2026: 1,869 institutions

Value heldQ2 2026: $61.0B

Institutions holding TRV and their total value by quarter
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.

Institutions holding TRV in Q2 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
55 North Private Wealth, LLC	698	$230.4K	0.05%	+698	New
Trust Co of Virginia	696	$229.8K	0.02%	00.0%	Unchanged
Pflug Koory, LLC	695	$229.4K	0.09%	−97−12.2%	Reduced
CMG Global Holdings, LLC	692	$228.4K	0.10%	00.0%	Unchanged
Howard Capital Management Group, LLC	692	$228.4K	0.01%	00.0%	Unchanged
WealthTrust Axiom LLC	691	$228.3K	0.05%	−34−4.7%	Reduced
Klingman & Associates, LLC	691	$228.1K	0.01%	+691	New
Clear Creek Financial Management, LLC	691	$228.1K	0.01%	+691	New
King Wealth	690	$228.0K	0.02%	+690	New
Bensler, LLC	688	$227.3K	0.02%	00.0%	Unchanged
Omnia Family Wealth, LLC	687	$226.8K	0.06%	+687	New
First Interstate Bank	686	$226.5K	0.01%	00.0%	Unchanged
Caliber Wealth Management, LLC	683	$225.5K	0.02%	+683	New
OneAscent Financial Services LLC	683	$225.4K	0.01%	−3−0.4%	Reduced
Blue Chip Partners, Inc.	681	$224.8K	0.01%	+681	New
Pettee Investors, Inc.	680	$224.5K	0.11%	00.0%	Unchanged
Fairscale Capital, LLC	679	$224.2K	0.13%	00.0%	Unchanged
Ironwood Financial, llc	655	$223.7K	0.04%	−205−23.8%	Reduced
Sowell Financial Services LLC	676	$223.3K	0.01%	+676	New
Baldwin Investment Management, LLC	675	$222.8K	0.02%	+675	New
Spirepoint Private Client, LLC	674	$222.5K	0.02%	−187−21.7%	Reduced
Optiver Holding B.V.	672	$221.8K	0.00%	+672	New
Prairie Wealth Advisors, Inc.	0	$221.8K	0.05%	0	New
bLong Financial, LLC	670	$221.2K	0.14%	−100−13.0%	Reduced
Sutton Place Investors LLC	670	$221.2K	0.11%	+670	New
Harbor Investment Advisory, LLC	668	$220.5K	0.02%	00.0%	Unchanged
Income Insurance Ltd	668	$220.5K	0.13%	+668	New
Abundance Wealth Counselors	667	$220.2K	0.01%	+667	New
Hanlon Investment Management, Inc.	666	$219.9K	0.12%	+666	New
Graves-Light Private Wealth Management, Inc.	666	$219.9K	0.02%	+666	New
Victory Financial Group, LLC	666	$219.9K	0.02%	+666	New
Independence Financial Advisors, LLC	665	$219.6K	0.06%	+665	New
RKL Wealth Management LLC	664	$219.2K	0.02%	+664	New
Element Wealth, LLC	662	$218.7K	0.08%	−30−4.3%	Reduced
Waterfront Wealth Inc.	645	$218.6K	0.03%	+645	New
Meridian Financial, LLC	662	$218.6K	0.11%	+662	New
Twelve Points Wealth Management LLC	662	$218.5K	0.04%	+662	New
New Hampshire Trust	661	$218.2K	0.04%	+661	New
Howe & Rusling Inc	660	$217.9K	0.01%	+660	New
Elyxium Wealth, LLC	659	$217.7K	0.02%	+659	New
Greenspring Advisors, LLC	659	$217.6K	0.01%	+659	New
Deseret Mutual Benefit Administrators	658	$217.2K	0.07%	−59−8.2%	Reduced
Cullen Investment Group, Ltd.	657	$216.9K	0.03%	+657	New
Cooper Financial Group	654	$216.0K	0.02%	+654	New
First Fiduciary Investment Counsel, Inc.	655	$216.0K	0.04%	+655	New
Jackson, Grant Investment Advisers, Inc.	653	$215.7K	0.07%	+1+0.2%	Added
Mystic Asset Management, Inc.	653	$215.6K	0.05%	−71−9.8%	Reduced
Values Added Financial LLC	651	$214.9K	0.08%	+651	New
Osborne Partners Capital Management, LLC	650	$214.6K	0.01%	−12,500−95.1%	Reduced
Clean Yield Group	650	$214.6K	0.05%	00.0%	Unchanged
Thomas Story & Son LLC	650	$214.6K	0.08%	+650	New
Advisory Resource Group	649	$214.2K	0.03%	+649	New
Mattern Wealth Management LLC	649	$214.2K	0.04%	+649	New
First Western Trust Bank	647	$213.6K	0.01%	+647	New
Sunpointe, LLC	646	$213.3K	0.06%	+646	New
Brooks, Moore & Associates, Inc.	644	$212.6K	0.10%	+644	New
Spectrum Planning & Advisory Services Inc.	636	$209.9K	0.09%	−435−40.6%	Reduced
Cromwell Holdings LLC	631	$208.3K	0.09%	00.0%	Unchanged
Meridian Wealth Partners, LLC	630	$208.0K	0.03%	+630	New
Wills Financial Group LLC	630	$208.0K	0.08%	+630	New
Adirondack Trust Co	630	$208.0K	0.06%	00.0%	Unchanged
London & Capital Asset Management Ltd	629	$207.7K	0.00%	−219−25.8%	Reduced
Oversea-Chinese Banking CORP Ltd	629	$207.6K	0.00%	+629	New
CogentBlue Wealth Advisors, LLC	629	$207.6K	0.12%	+629	New
Dougherty Wealth Advisers LLC	628	$207.3K	0.11%	00.0%	Unchanged
McMillan Office, Inc.	620	$204.7K	0.02%	−5−0.8%	Reduced
Paragon Capital Management Ltd	618	$204.1K	0.04%	+618	New
Ewa, LLC	617	$203.8K	0.04%	+617	New
Caxton Associates LLP	617	$203.7K	0.00%	+617	New
TriaGen Wealth Management LLC	616	$203.4K	0.05%	+616	New
MV Capital Management, Inc.	613	$202.4K	0.02%	+22+3.7%	Added
Lodestar Private Asset Management LLC	613	$202.4K	0.02%	+613	New
D L Carlson Investment Group Inc	611	$201.7K	0.03%	+611	New
Patriot Financial Group Insurance Agency, LLC	612	$201.6K	0.02%	−536−46.7%	Reduced
Berkshire Asset Management LLC	609	$201.1K	0.01%	+609	New
Laurel Oak Wealth Management, LLC	608	$200.7K	0.03%	+608	New
True Wealth Design, LLC	607	$200.4K	0.05%	+117+23.9%	Added
Impact Capital Partners LLC	607	$200.4K	0.05%	+607	New
Spurstone Advisory Services, LLC	596	$199.4K	2.72%	00.0%	Unchanged
Investors Research Corp	600	$198.1K	0.04%	00.0%	Unchanged
Onefund, LLC	579	$191.1K	0.11%	−33−5.4%	Reduced
Tompkins Financial Corp	573	$189.2K	0.01%	00.0%	Unchanged
Meramec Financial Planners, LLC	482	$188.1K	0.07%	−18−3.6%	Reduced
Cassaday & Co Wealth Management LLC	558	$184.1K	0.00%	−173−23.7%	Reduced
Estabrook Capital Management	553	$182.6K	0.02%	−7−1.3%	Reduced
Bruce G. Allen Investments, LLC	546	$180.2K	0.11%	−34−5.9%	Reduced
Acumen Wealth Advisors, LLC	536	$176.9K	0.04%	+536	New
Evelyn Partners Group Ltd	529	$174.6K	0.00%	+529	New
Beaird Harris Wealth Management, LLC	527	$174.0K	0.01%	00.0%	Unchanged
Swiss Re Ltd	527	$174.0K	0.02%	+447+558.8%	Added
Silver Oak Securities, Inc	527	$174.0K	0.01%	+527	New
Golden State Wealth Management, LLC	518	$171.0K	0.02%	+66+14.6%	Added
SBI Securities Co., Ltd.	517	$170.7K	0.00%	−852−62.2%	Reduced
Rocky Mountain Advisers, LLC	515	$170.0K	0.04%	00.0%	Unchanged
CGC Financial Services, LLC	512	$169.0K	0.04%	−24−4.5%	Reduced
Indiana Trust & Investment Management CO	507	$167.4K	0.05%	00.0%	Unchanged
Tanglewood Legacy Advisors, LLC	500	$165.1K	0.05%	00.0%	Unchanged
Hager Investment Management Services, LLC	500	$165.1K	0.08%	00.0%	Unchanged
Smallwood Wealth Investment Management, LLC	499	$164.9K	0.07%	00.0%	Unchanged
AlphaCentric Advisors LLC	491	$162.1K	0.14%	+23+4.9%	Added