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 |
|---|---|---|---|---|---|
| Fulton Bank, N.A. | 10,158 | $3.35M | 0.10% | −815−7.4% | Reduced |
| Evercore Wealth Management, LLC | 10,147 | $3.35M | 0.05% | −300−2.9% | Reduced |
| Atlantic Union Bankshares Corp | 10,085 | $3.33M | 0.06% | −492−4.7% | Reduced |
| Summit Trail Advisors, LLC | 10,017 | $3.31M | 0.04% | +1,525+18.0% | Added |
| Agf Management Ltd | 9,998 | $3.30M | 0.01% | −1,975−16.5% | Reduced |
| Levin Capital Strategies, L.P. | 9,973 | $3.29M | 0.22% | −905−8.3% | Reduced |
| Burney Co | 9,890 | $3.26M | 0.09% | +50+0.5% | Added |
| Allspring Global Investments Holdings, LLC | 9,700 | $3.25M | 0.00% | −163−1.7% | Reduced |
| Brevan Howard Capital Management LP | 9,798 | $3.23M | 0.05% | +5,697+138.9% | Added |
| AG2R la Mondiale Gestion D'Actifs | 9,782 | $3.23M | 0.12% | +694+7.6% | Added |
| White Pine Capital LLC | 9,779 | $3.23M | 0.76% | −365−3.6% | Reduced |
| Icon Wealth Advisors, LLC | 9,769 | $3.22M | 0.19% | −20.0% | Reduced |
| Wesleyan Assurance Society | 9,740 | $3.21M | 0.16% | 00.0% | Unchanged |
| Brighton Jones LLC | 9,691 | $3.20M | 0.06% | +449+4.9% | Added |
| DSG Capital Advisors, LLC | 9,488 | $3.20M | 0.45% | −167−1.7% | Reduced |
| Sigma Planning Corp | 9,627 | $3.18M | 0.08% | +4,771+98.2% | Added |
| Academy Capital Management Inc | 9,617 | $3.17M | 0.42% | 00.0% | Unchanged |
| AssuredPartners Investment Advisors, LLC | 9,550 | $3.15M | 0.31% | +440+4.8% | Added |
| Buckingham Strategic Partners | 9,521 | $3.14M | 0.03% | −1,501−13.6% | Reduced |
| Lighthouse Financial Services Inc | 9,382 | $3.14M | 0.66% | +93+1.0% | Added |
| PEAK6 LLC | 9,505 | $3.14M | 0.08% | +7,878+484.2% | Added |
| Hennessy Advisors Inc | 9,500 | $3.14M | 0.10% | −27,400−74.3% | Reduced |
| KKM Financial LLC | 8,370 | $3.13M | 0.43% | −1,729−17.1% | Reduced |
| Gateway Investment Advisers LLC | 9,376 | $3.10M | 0.03% | +3,974+73.6% | Added |
| Parsons Capital Management Inc | 9,347 | $3.09M | 0.14% | −106−1.1% | Reduced |
| Diversify Wealth Management, LLC | 7,860 | $3.07M | 0.05% | −358−4.4% | Reduced |
| Diversify Advisory Services, LLC | 7,860 | $3.07M | 0.05% | +7,860 | New |
| Clearstead Advisors, LLC | 9,273 | $3.06M | 0.03% | +1,901+25.8% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 9,240 | $3.05M | 0.77% | +20+0.2% | Added |
| Nilsine Partners, LLC | 9,223 | $3.04M | 0.21% | +22+0.2% | Added |
| Twin Capital Management Inc | 9,147 | $3.02M | 0.33% | −18−0.2% | Reduced |
| Choate Investment Advisors | 9,005 | $2.97M | 0.05% | −61−0.7% | Reduced |
| Canada Post Corp Registered Pension Plan | 8,971 | $2.96M | 0.10% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 8,964 | $2.96M | 0.00% | −9,336−51.0% | Reduced |
| We Are One Seven, LLC | 8,927 | $2.95M | 0.05% | +1,424+19.0% | Added |
| Jacobi Capital Management LLC | 8,885 | $2.93M | 0.14% | +188+2.2% | Added |
| GSB Wealth Management, LLC | 8,863 | $2.93M | 0.59% | −112−1.2% | Reduced |
| Ashford Capital Management Inc | 8,833 | $2.92M | 0.31% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 8,808 | $2.91M | 0.04% | −752−7.9% | Reduced |
| Greenleaf Trust | 8,754 | $2.89M | 0.03% | +394+4.7% | Added |
| Moors & Cabot, Inc. | 8,746 | $2.89M | 0.11% | −456−5.0% | Reduced |
| Benin Management CORP | 8,743 | $2.89M | 0.58% | −125−1.4% | Reduced |
| Avalon Trust Co | 8,734 | $2.88M | 0.18% | −50−0.6% | Reduced |
| Ascent Group, LLC | 8,615 | $2.84M | 0.09% | +898+11.6% | Added |
| Spire Wealth Management | 8,607 | $2.84M | 0.09% | +473+5.8% | Added |
| Smith, Salley & Associates | 8,524 | $2.81M | 0.12% | +283+3.4% | Added |
| Kimelman & Baird, LLC | 8,514 | $2.81M | 0.21% | 00.0% | Unchanged |
| GWM Advisors LLC | 8,459 | $2.79M | 0.01% | −340−3.9% | Reduced |
| Cim, LLC | 8,412 | $2.78M | 0.36% | +265+3.3% | Added |
| MUFG Securities EMEA plc | 8,323 | $2.75M | 0.03% | −104,402−92.6% | Reduced |
| Concord Wealth Partners | 8,300 | $2.74M | 0.31% | +243+3.0% | Added |
| Accredited Investors Inc. | 8,300 | $2.74M | 0.12% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 8,226 | $2.72M | 0.08% | +858+11.6% | Added |
| Ancora Advisors, LLC | 8,157 | $2.69M | 0.05% | +132+1.6% | Added |
| Essex Financial Services, Inc. | 8,143 | $2.69M | 0.13% | +196+2.5% | Added |
| Empirical Finance, LLC | 8,136 | $2.69M | 0.11% | +242+3.1% | Added |
| Concord Asset Management, LLC | 8,077 | $2.67M | 0.41% | +86+1.1% | Added |
| Canandaigua National Bank & Trust Co | 8,034 | $2.65M | 0.22% | +8,034 | New |
| Capital Wealth Planning, LLC | 8,019 | $2.65M | 0.01% | +19+0.2% | Added |
| CoreCap Advisors, LLC | 7,985 | $2.64M | 0.08% | −106−1.3% | Reduced |
| Convergence Investment Partners, LLC | 7,936 | $2.62M | 0.25% | +1,557+24.4% | Added |
| Rydar Equities, Inc. | 7,159 | $2.61M | 1.47% | +1,563+27.9% | Added |
| Bank & Trust Co | 7,895 | $2.61M | 1.65% | −38−0.5% | Reduced |
| Concurrent Investment Advisors, LLC | 7,889 | $2.60M | 0.02% | +453+6.1% | Added |
| Mitchell McLeod Pugh & Williams Inc | 7,866 | $2.60M | 0.32% | +308+4.1% | Added |
| Carmel Capital Partners, LLC | 7,819 | $2.58M | 0.85% | −656−7.7% | Reduced |
| New Age Alpha Advisors, LLC | 7,786 | $2.57M | 0.11% | −4,052−34.2% | Reduced |
| Oppenheimer & Co Inc | 7,781 | $2.57M | 0.03% | −423−5.2% | Reduced |
| Warren Averett Asset Management, LLC | 7,777 | $2.57M | 0.01% | +1,251+19.2% | Added |
| Ballast, Inc. | 7,752 | $2.56M | 0.48% | +1,168+17.7% | Added |
| Metis Global Partners, LLC | 7,731 | $2.55M | 0.06% | −1,304−14.4% | Reduced |
| E. Ohman J:or Asset Management AB | 7,720 | $2.55M | 0.06% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 7,709 | $2.54M | 0.01% | +977+14.5% | Added |
| J.W. Cole Advisors, Inc. | 7,678 | $2.53M | 0.04% | +1,167+17.9% | Added |
| Exchange Traded Concepts, LLC | 7,648 | $2.52M | 0.01% | +1,871+32.4% | Added |
| Coldstream Capital Management Inc | 7,600 | $2.51M | 0.03% | +311+4.3% | Added |
| PYA Waltman Capital, LLC | 7,598 | $2.51M | 0.60% | +1,456+23.7% | Added |
| Asahi Life Asset Management Co., Ltd. | 7,546 | $2.49M | 1.41% | −379−4.8% | Reduced |
| Cary Street Partners Financial LLC | 7,491 | $2.47M | 0.05% | −37−0.5% | Reduced |
| Parallel Advisors, LLC | 7,484 | $2.47M | 0.04% | +301+4.2% | Added |
| Arrow Financial Corp | 7,357 | $2.43M | 0.22% | −441−5.7% | Reduced |
| Founders Financial Securities LLC | 7,287 | $2.41M | 0.12% | −76−1.0% | Reduced |
| Nordwand Advisors, LLC | 7,240 | $2.39M | 0.37% | +335+4.9% | Added |
| Tokio Marine Asset Management Co Ltd | 7,239 | $2.39M | 0.07% | 00.0% | Unchanged |
| Signaturefd, LLC | 7,212 | $2.38M | 0.03% | +331+4.8% | Added |
| Claro Advisors LLC | 7,200 | $2.38M | 0.25% | +61+0.9% | Added |
| Kepler Cheuvreux (Suisse) SA | 7,193 | $2.37M | 0.14% | −1,104−13.3% | Reduced |
| Focus Financial Network, Inc. | 7,179 | $2.37M | 0.07% | −413−5.4% | Reduced |
| Phoenix Holdings Ltd. | 7,164 | $2.37M | 0.02% | +930+14.9% | Added |
| Quadcap Wealth Management, LLC | 7,141 | $2.36M | 0.23% | −4−0.1% | Reduced |
| TD Private Client Wealth LLC | 7,130 | $2.35M | 0.04% | +918+14.8% | Added |
| Webster Bank, N. A. | 7,104 | $2.35M | 0.20% | −112−1.6% | Reduced |
| Virtue Asset Management LLC | 7,057 | $2.33M | 1.64% | −189−2.6% | Reduced |
| Naples Global Advisors, LLC | 7,050 | $2.33M | 0.14% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 7,022 | $2.32M | 0.08% | −420−5.6% | Reduced |
| SlateStone Wealth, LLC | 7,014 | $2.31M | 0.18% | −218−3.0% | Reduced |
| Kathmere Capital Management, LLC | 6,963 | $2.30M | 0.12% | +1,007+16.9% | Added |
| Oddo BHF Asset Management SAS | 6,917 | $2.28M | 0.11% | +6,917 | New |
| Tectonic Advisors LLC | 6,907 | $2.28M | 0.11% | −585−7.8% | Reduced |
| Eagle Capital Management LLC | 6,900 | $2.28M | 0.01% | 00.0% | Unchanged |