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 |
|---|---|---|---|---|---|
| Raleigh Capital Management Inc. | 34 | $11.3K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 32 | $10.6K | 0.00% | +16+100.0% | Added |
| Regatta Research & Money Management | 31 | $10.2K | 0.01% | +31 | New |
| TD Capital Management LLC | 31 | $10.1K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 29 | $9.57K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 28 | $9.24K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 28 | $9.24K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 25 | $8.25K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 25 | $8.25K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 25 | $8.25K | 0.00% | +25 | New |
| Sunrise Financial Services, LLC | 24 | $7.92K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 23 | $7.59K | 0.00% | +11+91.7% | Added |
| Whipplewood Advisors, LLC | 22 | $7.26K | 0.00% | −68−75.6% | Reduced |
| Advocate Investing Services LLC | 22 | $7.26K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 22 | $7.26K | 0.00% | +7+46.7% | Added |
| Arlington Trust Co LLC | 19 | $6.27K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 19 | $6.27K | 0.00% | +1+5.6% | Added |
| Barrett & Company, Inc. | 19 | $6.27K | 0.00% | +19 | New |
| Downshift Financial, LLC | 19 | $6.27K | 0.00% | +19 | New |
| TFC Financial Management | 15 | $4.95K | 0.00% | +1+7.1% | Added |
| Burk Holdings LLC | 14 | $4.62K | 0.00% | −400−96.6% | Reduced |
| Clark Wealth Partners | 14 | $4.62K | 0.00% | +3+27.3% | Added |
| Mechanics Financial Corp | 14 | $4.62K | 0.00% | +14 | New |
| Evolution Wealth Management Inc. | 13 | $4.29K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 13 | $4.29K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 12 | $3.96K | 0.00% | −85−87.6% | Reduced |
| Davis Capital Management | 12 | $3.96K | 0.00% | +4+50.0% | Added |
| Planning Strategies Inc. | 12 | $3.96K | 0.00% | +12 | New |
| PFS Partners, LLC | 10 | $3.30K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 10 | $3.30K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 10 | $3.30K | 0.00% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 10 | $3.30K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 8 | $3.11K | 0.00% | +1+14.3% | Added |
| Oakmont Advisory Group, LLC | 9 | $3.05K | 0.00% | +9 | New |
| Hazlett, Burt & Watson, Inc. | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| Mosley Wealth Management | 9 | $2.97K | 0.00% | +9 | New |
| DecisionPoint Financial, LLC | 7 | $2.34K | 0.00% | +5+250.0% | Added |
| PayPay Securities Corp | 7 | $2.31K | 0.09% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 7 | $2.31K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 7 | $2.31K | 0.00% | +4+133.3% | Added |
| Security National Bank of Sioux City Iowa | 7 | $2.31K | 0.00% | +7 | New |
| Navigoe, LLC | 9 | $2.00K | 0.00% | +9 | New |
| Roxbury Financial LLC | 6 | $1.99K | 0.00% | +6 | New |
| Sittner & Nelson, LLC | 6 | $1.98K | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 6 | $1.98K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 6 | $1.98K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 6 | $1.98K | 0.00% | +6 | New |
| POM Investment Strategies, LLC | 5 | $1.65K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 5 | $1.50K | 0.00% | +5 | New |
| Ritter Daniher Financial Advisory LLC | 4 | $1.32K | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 4 | $1.32K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 4 | $1.32K | 0.00% | +3+300.0% | Added |
| Luminist Capital LLC | 4 | $1.32K | 0.00% | +4 | New |
| Spectrum Wealth Advisory Group, LLC | 3 | $998 | 0.00% | +3 | New |
| NVWM, LLC | 3 | $990 | 0.00% | +1+50.0% | Added |
| Noble Wealth Management PBC | 3 | $990 | 0.00% | +3 | New |
| Compass Financial Management LLC | 3 | $990 | 0.00% | +3 | New |
| Cordant, Inc. | 3 | $885 | 0.00% | +3 | New |
| Breakwater Investment Management | 2 | $661 | 0.00% | −7−77.8% | Reduced |
| Maryland Capital Advisors Inc. | 2 | $661 | 0.00% | +2 | New |
| Caitlin John, LLC | 2 | $660 | 0.00% | −1,231−99.8% | Reduced |
| Stone House Investment Management, LLC | 2 | $660 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 2 | $660 | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 2 | $660 | 0.00% | +2 | New |
| Sankala Group LLC | 1 | $367 | 0.00% | +1 | New |
| Darwin Advisors, LLC | 0 | $258 | 0.00% | 0 | New |
| Rachor Investment Advisory Services, LLC | 1 | $1 | 0.00% | +1 | New |
| Coston, McIsaac & Partners | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 1 | $0 | 0.00% | +1 | New |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −449,999−100.0% | Sold out |
| Lansforsakringar Fondforvaltning AB (publ) | 0 | $0 | 0.00% | −196,518−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −190,849−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −117,401−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −64,092−100.0% | Sold out |
| Varma Mutual Pension Insurance Co | 0 | $0 | 0.00% | −53,447−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −52,086−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −46,715−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −38,879−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −35,318−100.0% | Sold out |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 0 | $0 | 0.00% | −32,075−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −25,330−100.0% | Sold out |
| Olstein Capital Management, L.P. | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −17,334−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −14,617−100.0% | Sold out |
| Vise Technologies, Inc. | 0 | $0 | 0.00% | −12,782−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −12,107−100.0% | Sold out |
| Abc Arbitrage SA | 0 | $0 | 0.00% | −11,740−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −5,767−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −5,397−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −5,220−100.0% | Sold out |
| IPG Investment Advisors LLC | 0 | $0 | 0.00% | −5,044−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −4,770−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −4,762−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −4,648−100.0% | Sold out |
| Tradewinds, LLC. | 0 | $0 | 0.00% | −4,251−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| Allianz SE | 0 | $0 | 0.00% | −3,532−100.0% | Sold out |
| Ocean Capital Management, LLC | 0 | $0 | 0.00% | −3,445−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −3,442−100.0% | Sold out |
| Dorsey Wright & Associates | 0 | $0 | 0.00% | −3,255−100.0% | Sold out |