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 |
|---|---|---|---|---|---|
| Wealth Enhancement Trust Services, Inc. | 491 | $162.1K | 0.02% | +441+882.0% | Added |
| Prestige Wealth Management Group LLC | 489 | $161.4K | 0.03% | −8−1.6% | Reduced |
| Financial Perspectives, Inc | 480 | $158.5K | 0.04% | 00.0% | Unchanged |
| S.A. Mason LLC | 474 | $156.5K | 0.05% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 467 | $154.2K | 0.00% | +163+53.6% | Added |
| Bangor Savings Bank | 466 | $153.8K | 0.01% | +110+30.9% | Added |
| Custom Index Systems, LLC | 462 | $152.5K | 0.05% | +462 | New |
| University of Texas/Texas Am Investment Managment Co | 460 | $151.9K | 0.02% | +460 | New |
| Frazier Financial Advisors, LLC | 428 | $141.3K | 0.07% | 00.0% | Unchanged |
| McDonald Partners LLC | 425 | $140.3K | 0.03% | +425 | New |
| Crewe Advisors LLC | 422 | $139.3K | 0.01% | +38+9.9% | Added |
| Hilltop National Bank | 412 | $136.0K | 0.03% | −200−32.7% | Reduced |
| Financial Consulate, Inc | 411 | $135.7K | 0.02% | +11+2.8% | Added |
| Bravera Wealth | 410 | $135.3K | 0.05% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 407 | $134.3K | 0.01% | +9+2.3% | Added |
| Duncker Streett & Co Inc | 399 | $131.8K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 393 | $130.0K | 0.08% | −89−18.5% | Reduced |
| Valued Wealth Advisors LLC | 381 | $125.9K | 0.05% | +8+2.1% | Added |
| City Holding Co | 381 | $125.8K | 0.01% | 00.0% | Unchanged |
| Motco | 373 | $123.1K | 0.01% | +4+1.1% | Added |
| Financial Life Planners | 361 | $119.2K | 0.08% | +1+0.3% | Added |
| Trifecta Capital Advisors, LLC | 359 | $118.5K | 0.02% | +9+2.6% | Added |
| First United Bank Trust | 359 | $118.5K | 0.03% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 358 | $118.1K | 0.01% | 00.0% | Unchanged |
| CKW Financial Group | 352 | $118.0K | 0.01% | +8+2.3% | Added |
| Generali Investments, Management Co LLC | 356 | $117.5K | 0.03% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 355 | $117.2K | 0.02% | +8+2.3% | Added |
| Ares Financial Consulting, LLC | 354 | $116.8K | 0.08% | +9+2.6% | Added |
| Thompson Investment Management, Inc. | 350 | $115.5K | 0.01% | +342+4,275.0% | Added |
| SJS Investment Consulting Inc. | 349 | $115.2K | 0.01% | +50+16.7% | Added |
| WPG Advisers, LLC | 347 | $114.6K | 0.07% | +46+15.3% | Added |
| Harvest Fund Management Co., Ltd | 345 | $114.0K | 0.00% | −37−9.7% | Reduced |
| VSM Wealth Advisory, LLC | 336 | $111.0K | 0.03% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 335 | $110.6K | 0.03% | +130+63.4% | Added |
| Pacifica Partners Inc. | 322 | $110.2K | 0.03% | 00.0% | Unchanged |
| Addison Advisors LLC | 326 | $107.6K | 0.05% | −209−39.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 326 | $107.5K | 0.02% | +5+1.6% | Added |
| Albion Financial Group | 324 | $107.0K | 0.01% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 321 | $106.0K | 0.05% | −48−13.0% | Reduced |
| IMA Wealth, Inc. | 311 | $102.7K | 0.01% | −20−6.0% | Reduced |
| Peoples Financial Services Corp. | 309 | $102.0K | 0.04% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 308 | $102.0K | 0.01% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 308 | $101.7K | 0.06% | 00.0% | Unchanged |
| Main Street Group, LTD | 304 | $100.4K | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 300 | $99.0K | 0.03% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 300 | $99.0K | 0.04% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 298 | $98.4K | 0.03% | +5+1.7% | Added |
| Murphy & Mullick Capital Management Corp | 295 | $97.4K | 0.06% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 295 | $97.4K | 0.05% | +11+3.9% | Added |
| Triumph Capital Management | 287 | $94.8K | 0.02% | +21+7.9% | Added |
| Keating Financial Advisory Services, Inc. | 286 | $94.4K | 0.01% | +42+17.2% | Added |
| Coastline Trust Co | 285 | $94.1K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 279 | $92.1K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 278 | $91.8K | 0.02% | 00.0% | Unchanged |
| Blueline Advisors LLC | 272 | $89.8K | 0.06% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 266 | $87.8K | 0.00% | +29+12.2% | Added |
| Wilkerson Advisory Group LLC | 265 | $87.5K | 0.03% | +45+20.5% | Added |
| Action Point Financial Planning, LLC | 259 | $84.8K | 0.01% | +259 | New |
| Fortitude Family Office, LLC | 253 | $83.5K | 0.02% | +15+6.3% | Added |
| Monetary Management Group Inc | 251 | $82.9K | 0.02% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 250 | $82.5K | 0.04% | 00.0% | Unchanged |
| TrustBank | 250 | $82.5K | 0.03% | +250 | New |
| UMA Financial Services, Inc. | 246 | $81.2K | 0.01% | +7+2.9% | Added |
| Hilton Head Capital Partners, LLC | 240 | $79.2K | 0.04% | +5+2.1% | Added |
| Bogart Wealth, LLC | 239 | $78.9K | 0.00% | +25+11.7% | Added |
| Cornerstone Planning Group LLC | 208 | $77.3K | 0.01% | +5+2.5% | Added |
| Bell Investment Advisors, Inc | 234 | $77.2K | 0.01% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 232 | $76.6K | 0.06% | +6+2.7% | Added |
| Sit Investment Associates Inc | 226 | $75.0K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 225 | $74.3K | 0.00% | 00.0% | Unchanged |
| First National Bank | 223 | $73.6K | 0.03% | +223 | New |
| Abound Wealth Management | 213 | $70.2K | 0.01% | +99+86.8% | Added |
| Nemes Rush Group LLC | 209 | $69.0K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 208 | $68.7K | 0.02% | +12+6.1% | Added |
| Silver Grove Financial Group, Inc. | 207 | $68.3K | 0.04% | +204+6,800.0% | Added |
| Vanguard National Trust Co | 206 | $68.0K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 205 | $67.7K | 0.02% | −100−32.8% | Reduced |
| Knights of Columbus Asset Advisors LLC | 200 | $66.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 194 | $64.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 189 | $63.2K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 187 | $62.0K | 0.00% | +11+6.3% | Added |
| Asset Planning,Inc | 185 | $61.1K | 0.04% | +1+0.5% | Added |
| CBIZ Investment Advisory Services, LLC | 208 | $60.7K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 179 | $59.1K | 0.05% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 178 | $58.8K | 0.03% | 00.0% | Unchanged |
| Park Place Capital Corp | 177 | $58.4K | 0.01% | +17+10.6% | Added |
| Napier Financial, LLC | 175 | $57.8K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 171 | $56.5K | 0.01% | +5+3.0% | Added |
| Westside Investment Management, Inc. | 168 | $55.5K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 169 | $55.0K | 0.01% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 165 | $54.5K | 0.02% | 00.0% | Unchanged |
| High Point Wealth Management, LLC | 162 | $53.3K | 0.04% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 159 | $52.5K | 0.04% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 158 | $52.2K | 0.04% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 154 | $50.8K | 0.02% | +3+2.0% | Added |
| Westfuller Advisors, LLC | 153 | $50.6K | 0.02% | +93+155.0% | Added |
| Sarver Vrooman Wealth Advisors | 148 | $49.5K | 0.03% | −5−3.3% | Reduced |
| Atwood & Palmer Inc | 150 | $49.5K | 0.00% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 150 | $49.5K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 150 | $49.5K | 0.02% | 00.0% | Unchanged |