Skip to main content

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.

Institutional holdersQ2 2026: 1,869 institutions
Q1 2021: 1,172 institutionsQ2 2021: 1,138 institutionsQ3 2021: 1,137 institutionsQ4 2021: 1,229 institutionsQ1 2022: 1,277 institutionsQ2 2022: 1,222 institutionsQ3 2022: 1,204 institutionsQ4 2022: 1,304 institutionsQ1 2023: 1,270 institutionsQ2 2023: 1,288 institutionsQ3 2023: 1,260 institutionsQ4 2023: 1,334 institutionsQ1 2024: 1,452 institutionsQ2 2024: 1,415 institutionsQ3 2024: 1,471 institutionsQ4 2024: 1,590 institutionsQ1 2025: 1,645 institutionsQ2 2025: 1,639 institutionsQ3 2025: 1,681 institutionsQ4 2025: 1,780 institutionsQ1 2026: 1,805 institutionsQ2 2026: 1,869 institutions
Value heldQ2 2026: $61.0B
Q1 2021: $31.5BQ2 2021: $31.0BQ3 2021: $31.1BQ4 2021: $31.3BQ1 2022: $36.0BQ2 2022: $33.1BQ3 2022: $29.7BQ4 2022: $36.0BQ1 2023: $32.3BQ2 2023: $32.5BQ3 2023: $30.5BQ4 2023: $36.0BQ1 2024: $43.6BQ2 2024: $38.8BQ3 2024: $44.0BQ4 2024: $45.6BQ1 2025: $49.8BQ2 2025: $50.7BQ3 2025: $51.9BQ4 2025: $53.8BQ1 2026: $52.1BQ2 2026: $61.0B
Institutions holding TRV and their total value by quarter
QuarterHoldersValue
Q2 20261,869$61.0B
Q1 20261,805$52.1B
Q4 20251,780$53.8B
Q3 20251,681$51.9B
Q2 20251,639$50.7B
Q1 20251,645$49.8B
Q4 20241,590$45.6B
Q3 20241,471$44.0B
Q2 20241,415$38.8B
Q1 20241,452$43.6B
Q4 20231,334$36.0B
Q3 20231,260$30.5B
Q2 20231,288$32.5B
Q1 20231,270$32.3B
Q4 20221,304$36.0B
Q3 20221,204$29.7B
Q2 20221,222$33.1B
Q1 20221,277$36.0B
Q4 20211,229$31.3B
Q3 20211,137$31.1B
Q2 20211,138$31.0B
Q1 20211,172$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
InstitutionSharesValue% of portfolioChange in sharesAction
Gulf International Bank (UK) Ltd16,936$5.59M0.11%−272−1.6%Reduced
Argent Trust Co16,867$5.57M0.16%−94−0.6%Reduced
Groupe la Francaise16,830$5.56M0.07%−9,322−35.6%Reduced
SGL Investment Advisors, Inc.14,689$5.52M1.90%+178+1.2%Added
Mizuho Securities USA LLC16,648$5.50M0.09%+3,575+27.3%Added
Los Angeles Capital Management LLC16,581$5.47M0.02%−203,633−92.5%Reduced
AE Wealth Management LLC16,535$5.46M0.03%−9,526−36.6%Reduced
Baker Avenue Asset Management, LP16,472$5.44M0.10%+564+3.5%Added
Sawyer & Company, Inc16,460$5.43M1.82%−432−2.6%Reduced
Advisory Services Network, LLC16,425$5.42M0.06%+612+3.9%Added
AIA Group Ltd16,172$5.34M0.07%−8,311−33.9%Reduced
Alps Advisors Inc16,073$5.31M0.02%+2,423+17.8%Added
Leuthold Group, LLC16,008$5.28M0.53%−825−4.9%Reduced
Moody Aldrich Partners LLC15,761$5.20M0.93%00.0%Unchanged
Unison Advisors LLC15,684$5.18M0.36%+56+0.4%Added
Prospera Financial Services Inc15,647$5.17M0.08%+204+1.3%Added
Fulcrum Asset Management LLP15,488$5.14M0.51%−3,540−18.6%Reduced
Laird Norton Trust Company, LLC15,479$5.11M0.10%−128−0.8%Reduced
Principle Wealth Partners LLC15,470$5.11M0.25%−393−2.5%Reduced
KCM Investment Advisors LLC15,446$5.10M0.15%−886−5.4%Reduced
Plato Investment Management Ltd10,260$5.09M0.29%+5,421+112.0%Added
Elevate Capital Advisors, LLC15,351$5.07M2.80%−1,846−10.7%Reduced
CAPROCK Group, Inc.15,318$5.06M0.10%+15,318New
iA Global Asset Management Inc.15,167$5.01M0.06%+1,323+9.6%Added
FinArc Investments, Inc.15,160$5.00M4.54%+13+0.1%Added
Bokf, NA15,105$4.99M0.07%+190+1.3%Added
Applied Capital LLC15,072$4.98M3.32%+20+0.1%Added
Saudi Central Bank14,885$4.91M0.06%+6,651+80.8%Added
Siemens Fonds Invest GmbH14,621$4.83M0.24%−47−0.3%Reduced
Eagle Rock Investment Company, LLC14,612$4.82M0.60%+4,276+41.4%Added
Lee Danner & Bass Inc14,490$4.78M0.28%−579−3.8%Reduced
Wakefield Asset Management LLLP14,345$4.74M1.07%+169+1.2%Added
Americana Partners, LLC14,326$4.73M0.11%+2,748+23.7%Added
BKD Wealth Advisors, LLC14,145$4.67M0.08%+9+0.1%Added
GLOBALT Investments LLC14,095$4.65M0.16%−299−2.1%Reduced
RNC Capital Management LLC14,071$4.65M0.19%+39+0.3%Added
NewEdge Wealth, LLC14,064$4.64M0.05%−1,921−12.0%Reduced
Romano Brothers and Company14,052$4.64M0.47%−500−3.4%Reduced
Brinker Capital Investments, LLC14,038$4.63M0.04%+239+1.7%Added
Caisse des Depots Et Consignations14,028$4.63M0.08%+6,926+97.5%Added
Kingsview Wealth Management, LLC13,826$4.56M0.06%−11,555−45.5%Reduced
Railway Pension Investments Ltd13,800$4.56M0.06%−4,200−23.3%Reduced
Integrated Wealth Concepts LLC13,714$4.53M0.03%+2,089+18.0%Added
Kentucky Retirement Systems13,701$4.52M0.11%−16,357−54.4%Reduced
Tower Bridge Advisors13,566$4.48M0.40%00.0%Unchanged
1st Source Bank13,562$4.48M0.20%+12+0.1%Added
Barrow Hanley Mewhinney & Strauss LLC13,470$4.45M0.01%00.0%Unchanged
Abn Amro Investment Solutions13,377$4.42M0.04%+1,205+9.9%Added
Vestmark Advisory Solutions, Inc.13,357$4.41M0.04%−1,819−12.0%Reduced
GAMMA Investing LLC13,262$4.38M0.16%+1,127+9.3%Added
Omers Administration Corp13,262$4.38M0.03%+256+2.0%Added
Rossmore Private Capital13,209$4.36M0.35%+150+1.1%Added
DRW Securities, LLC13,222$4.35M0.26%+13,222New
Carnegie Capital Asset Management, LLC13,080$4.32M0.09%+214+1.7%Added
William B. Walkup & Associates, Inc.13,006$4.29M2.07%−133−1.0%Reduced
Hancock Whitney Corp12,970$4.28M0.07%−20−0.2%Reduced
Lombard Odier Asset Management (Switzerland) SA12,721$4.20M0.13%+1,400+12.4%Added
Bessemer Group Inc12,668$4.18M0.01%+50.0%Added
RSM US Wealth Management LLC12,632$4.17M0.05%−1,921−13.2%Reduced
CIBC World Markets Inc.12,488$4.12M0.01%+7,497+150.2%Added
Empire Financial Management Company, LLC12,433$4.10M1.63%−370−2.9%Reduced
Cyndeo Wealth Partners, LLC12,423$4.10M0.19%−801−6.1%Reduced
Rothschild Investment LLC12,391$4.09M0.15%+7,726+165.6%Added
Argent Advisors, Inc.12,376$4.09M1.02%+18+0.1%Added
Atlantic Edge Private Wealth Management, LLC12,330$4.07M0.84%+3,350+37.3%Added
GTS Securities LLC12,328$4.07M0.09%+8,919+261.6%Added
Bleakley Financial Group, LLC12,256$4.05M0.05%+1,318+12.0%Added
Mission Wealth Management, LP12,131$4.00M0.05%+8,371+222.6%Added
Woodline Partners LP12,108$4.00M0.01%−217,600−94.7%Reduced
Garner Asset Management Corp12,099$3.99M1.30%+371+3.2%Added
Asset Dedication, LLC12,070$3.98M0.25%−265−2.1%Reduced
Sciencast Management LP12,060$3.98M0.83%+5,812+93.0%Added
Private Advisor Group, LLC12,052$3.98M0.02%−11,753−49.4%Reduced
Genus Capital Management Inc.12,015$3.97M0.39%−12,757−51.5%Reduced
Compass Wealth Management LLC11,965$3.95M0.75%−20−0.2%Reduced
Hennion & Walsh Asset Management, Inc.11,916$3.93M0.11%+205+1.8%Added
Ballentine Partners, LLC11,894$3.93M0.05%−229−1.9%Reduced
Hartford Investment Management Co11,873$3.92M0.11%−562−4.5%Reduced
Annex Advisory Services, LLC11,765$3.88M0.07%+8,818+299.2%Added
Jacobs Levy Equity Management, Inc11,651$3.85M0.01%−440,952−97.4%Reduced
Maryland State Retirement & Pension System11,446$3.78M0.06%+473+4.3%Added
Delta Financial Advisors LLC11,266$3.72M0.88%−116−1.0%Reduced
Farther Finance Advisors, LLC11,246$3.71M0.03%+768+7.3%Added
United Capital Financial Advisers, LLC11,218$3.70M0.02%+281+2.6%Added
Lincoln Capital LLC11,218$3.70M0.66%−554−4.7%Reduced
Patton Albertson Miller Group, LLC11,150$3.68M0.37%−225−2.0%Reduced
Capitolis Liquid Global Markets LLC11,142$3.68M0.02%−5,656−33.7%Reduced
Exeter Financial, LLC11,071$3.65M1.40%+9+0.1%Added
Ossiam10,973$3.62M0.05%+2,612+31.2%Added
Louisiana State Employees Retirement System10,900$3.60M0.05%−100−0.9%Reduced
New Mexico Educational Retirement Board10,778$3.56M0.09%+300+2.9%Added
Third View Private Wealth, LLC10,777$3.56M0.44%−942−8.0%Reduced
Acropolis Investment Management, LLC10,773$3.56M0.14%−774−6.7%Reduced
Pinnacle Holdings, LLC10,754$3.55M1.09%−412−3.7%Reduced
Everence Capital Management Inc10,733$3.54M0.19%+1,330+14.1%Added
D. E. Shaw & Co., Inc.10,642$3.51M0.00%+10,642New
Kinneret Advisory, LLC10,613$3.50M0.28%00.0%Unchanged
Quadrant Capital Group LLC10,520$3.47M0.10%+36+0.3%Added
Peddock Capital Advisors, LLC10,477$3.46M0.69%−42−0.4%Reduced
Stephens Inc10,429$3.44M0.04%+1,112+11.9%Added