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 |
|---|---|---|---|---|---|
| Dakota Wealth Management | 6,853 | $2.26M | 0.04% | −63−0.9% | Reduced |
| Krilogy Financial LLC | 6,840 | $2.26M | 0.07% | +419+6.5% | Added |
| Nicolet Bankshares Inc | 6,657 | $2.25M | 0.07% | −923−12.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 6,818 | $2.25M | 0.03% | −101−1.5% | Reduced |
| Northern Financial Advisors Inc | 6,705 | $2.21M | 1.46% | +63+0.9% | Added |
| Resources Investment Advisors, LLC. | 6,695 | $2.21M | 0.02% | +340+5.4% | Added |
| Weaver Capital Management LLC | 7,521 | $2.19M | 0.48% | 00.0% | Unchanged |
| Muhlenkamp & Co Inc | 6,627 | $2.19M | 0.63% | 00.0% | Unchanged |
| Smithfield Trust Co | 6,620 | $2.19M | 0.09% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 6,611 | $2.18M | 0.21% | +6,611 | New |
| LRI Investments, LLC | 6,554 | $2.16M | 0.17% | −17−0.3% | Reduced |
| Harbour Investments, Inc. | 6,518 | $2.15M | 0.03% | −73−1.1% | Reduced |
| Chicago Partners Investment Group LLC | 5,713 | $2.15M | 0.04% | +1,638+40.2% | Added |
| Quantitative Investment Management, LLC | 6,510 | $2.15M | 0.23% | +6,510 | New |
| Resources Management Corp | 6,483 | $2.14M | 0.27% | 00.0% | Unchanged |
| North Dakota State Investment Board | 6,454 | $2.13M | 0.09% | +6+0.1% | Added |
| Callan Family Office, LLC | 6,417 | $2.12M | 0.04% | −46−0.7% | Reduced |
| MUFG Securities Americas Inc. | 6,405 | $2.11M | 0.11% | +422+7.1% | Added |
| Nicholas Hoffman & Company, LLC. | 6,403 | $2.11M | 0.04% | −308−4.6% | Reduced |
| IHT Wealth Management, LLC | 6,366 | $2.10M | 0.04% | −90−1.4% | Reduced |
| Securian Asset Management, Inc | 5,651 | $2.09M | 0.07% | −215−3.7% | Reduced |
| Trust Co of Vermont | 6,280 | $2.07M | 0.08% | +6,280 | New |
| Pallas Capital Advisors LLC | 6,266 | $2.07M | 0.06% | +951+17.9% | Added |
| DAGCO, Inc. | 6,229 | $2.06M | 0.38% | −302−4.6% | Reduced |
| Brown Brothers Harriman & Co | 6,176 | $2.04M | 0.01% | +1,954+46.3% | Added |
| Snowden Capital Advisors LLC | 6,173 | $2.04M | 0.05% | −1,003−14.0% | Reduced |
| Douglass Winthrop Advisors, LLC | 6,153 | $2.03M | 0.04% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 6,110 | $2.02M | 0.02% | −160−2.6% | Reduced |
| Fayez Sarofim & Co | 6,098 | $2.01M | 0.00% | 00.0% | Unchanged |
| Davenport & Co LLC | 6,096 | $2.01M | 0.01% | +331+5.7% | Added |
| Gen-Wealth Partners Inc | 6,061 | $2.00M | 0.56% | −21−0.3% | Reduced |
| Ashton Thomas Private Wealth, LLC | 6,045 | $2.00M | 0.04% | −42−0.7% | Reduced |
| WBH Advisory Inc | 6,035 | $1.99M | 0.13% | −50−0.8% | Reduced |
| Benjamin Edwards Inc | 6,034 | $1.99M | 0.02% | +247+4.3% | Added |
| Agate Pass Investment Management, LLC | 6,025 | $1.99M | 0.73% | 00.0% | Unchanged |
| Courier Capital LLC | 6,024 | $1.99M | 0.10% | −30.0% | Reduced |
| Corsicana & Co. | 6,024 | $1.99M | 0.96% | +315+5.5% | Added |
| BSW Wealth Partners | 5,999 | $1.98M | 0.22% | −28−0.5% | Reduced |
| AlphaCore Capital LLC | 5,997 | $1.98M | 0.04% | +2,180+57.1% | Added |
| Tower Research Capital LLC (TRC) | 5,990 | $1.98M | 0.05% | −7,263−54.8% | Reduced |
| First National Trust Co | 5,978 | $1.97M | 0.07% | −1,547−20.6% | Reduced |
| Arkadios Wealth Advisors | 5,966 | $1.97M | 0.03% | −232−3.7% | Reduced |
| Spartan Wealth Advisory Services LLC | 5,934 | $1.96M | 0.16% | −101−1.7% | Reduced |
| Virtus Investment Advisers, Inc. | 5,934 | $1.96M | 0.46% | −812−12.0% | Reduced |
| Vaughan David Investments LLC | 5,925 | $1.96M | 0.04% | −75−1.3% | Reduced |
| Johnson Investment Counsel Inc | 5,916 | $1.95M | 0.01% | −696−10.5% | Reduced |
| Johnson Financial Group, Inc. | 5,876 | $1.94M | 0.06% | −20.0% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,813 | $1.92M | 0.03% | −334−5.4% | Reduced |
| Churchill Financial Advisors, LLC | 5,791 | $1.91M | 0.37% | −173−2.9% | Reduced |
| Bank of New Hampshire | 5,783 | $1.91M | 0.40% | +405+7.5% | Added |
| Massmutual Trust Co FSB | 5,762 | $1.90M | 0.05% | −20.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,712 | $1.89M | 0.09% | +563+10.9% | Added |
| Profund Advisors LLC | 5,687 | $1.88M | 0.05% | −194−3.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 5,686 | $1.88M | 0.11% | −264−4.4% | Reduced |
| Sivia Capital Partners, LLC | 5,660 | $1.87M | 0.23% | −429−7.0% | Reduced |
| Equitable Holdings, Inc. | 5,643 | $1.86M | 0.01% | −4,806−46.0% | Reduced |
| MB, Levis & Associates, LLC | 5,633 | $1.86M | 0.69% | +13+0.2% | Added |
| HighMark Wealth Management LLC | 5,606 | $1.85M | 0.62% | +31+0.6% | Added |
| V-Square Quantitative Management LLC | 5,606 | $1.85M | 0.18% | −56−1.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 5,597 | $1.85M | 0.03% | −429−7.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 5,575 | $1.84M | 0.08% | −317−5.4% | Reduced |
| South Dakota Investment Council | 5,570 | $1.84M | 0.03% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 5,562 | $1.84M | 0.02% | +1,667+42.8% | Added |
| Impax Asset Management Group plc | 5,543 | $1.83M | 0.01% | 00.0% | Unchanged |
| SummitTX Capital, L.P. | 5,501 | $1.82M | 0.05% | +3,541+180.7% | Added |
| Wealthspire Advisors, LLC | 5,496 | $1.81M | 0.01% | +763+16.1% | Added |
| Beacon Financial Group | 5,410 | $1.79M | 0.16% | −330−5.7% | Reduced |
| Global Retirement Partners, LLC | 5,389 | $1.78M | 0.03% | +5,389 | New |
| Meeder Advisory Services, Inc. | 5,338 | $1.76M | 0.06% | −1,876−26.0% | Reduced |
| Lyell Wealth Management, LP | 5,316 | $1.75M | 0.11% | +3,210+152.4% | Added |
| Providence Wealth Advisors, LLC | 5,179 | $1.75M | 1.03% | +10.0% | Added |
| Commonwealth Retirement Investments LLC | 5,301 | $1.75M | 0.48% | +243+4.8% | Added |
| Roundview Capital LLC | 5,283 | $1.74M | 0.10% | +35+0.7% | Added |
| Arvest Investments, Inc. | 5,270 | $1.74M | 0.21% | −27−0.5% | Reduced |
| Bridges Investment Management Inc | 5,259 | $1.74M | 0.02% | +13+0.2% | Added |
| Net Worth Advisory Group | 5,249 | $1.73M | 0.44% | −339−6.1% | Reduced |
| Haverford Trust Co | 5,219 | $1.72M | 0.01% | +44+0.9% | Added |
| Smartleaf Asset Management LLC | 5,188 | $1.72M | 0.06% | 00.0% | Unchanged |
| Ames National Corp | 5,187 | $1.71M | 0.94% | +4,461+614.5% | Added |
| Elmwood Wealth Management, Inc. | 5,170 | $1.71M | 0.43% | −10−0.2% | Reduced |
| Natural Investments, LLC | 5,170 | $1.71M | 0.37% | −136−2.6% | Reduced |
| Guyasuta Investment Advisors Inc | 5,165 | $1.71M | 0.09% | 00.0% | Unchanged |
| Glenview Trust Co | 5,117 | $1.69M | 0.02% | −116−2.2% | Reduced |
| Joel Isaacson & Co., LLC | 5,096 | $1.68M | 0.05% | −11−0.2% | Reduced |
| Sumitomo Life Insurance Co | 5,077 | $1.68M | 0.03% | −306−5.7% | Reduced |
| Syon Capital LLC | 5,035 | $1.66M | 0.07% | +653+14.9% | Added |
| Institute for Wealth Management, LLC. | 5,017 | $1.66M | 0.15% | −86−1.7% | Reduced |
| Plimoth Trust Co LLC | 4,967 | $1.64M | 0.33% | −158−3.1% | Reduced |
| JSF Financial, LLC | 4,963 | $1.64M | 0.26% | +146+3.0% | Added |
| PFG Advisors | 4,963 | $1.64M | 0.08% | +470+10.5% | Added |
| Lowe Brockenbrough & Co Inc | 4,961 | $1.64M | 0.07% | −183−3.6% | Reduced |
| Dynamic Advisor Solutions LLC | 4,902 | $1.62M | 0.05% | −97−1.9% | Reduced |
| NorthCrest Asset Manangement, LLC | 4,788 | $1.62M | 0.04% | +2,085+77.1% | Added |
| HBK Sorce Advisory LLC | 4,223 | $1.61M | 0.03% | +14+0.3% | Added |
| Trust Co of Toledo NA | 4,842 | $1.60M | 0.13% | +24+0.5% | Added |
| AA Financial Advisors, LLC | 4,827 | $1.59M | 0.19% | +209+4.5% | Added |
| Procyon Private Wealth Partners, LLC | 4,822 | $1.59M | 0.07% | +13+0.3% | Added |
| First National Advisers, LLC | 4,782 | $1.58M | 0.22% | −456−8.7% | Reduced |
| Geneos Wealth Management Inc. | 4,739 | $1.56M | 0.03% | +10.0% | Added |
| Westpac Banking Corp | 4,712 | $1.56M | 0.10% | −35−0.7% | Reduced |