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 |
|---|---|---|---|---|---|
| Bullock Wealth Management Group | 4,645 | $1.55M | 0.67% | +347+8.1% | Added |
| Tocqueville Asset Management L.P. | 4,664 | $1.54M | 0.02% | +859+22.6% | Added |
| Alerus Financial NA | 4,663 | $1.54M | 0.07% | +3,073+193.3% | Added |
| Clare Market Investments LLC | 4,656 | $1.54M | 0.28% | −80−1.7% | Reduced |
| IFC Advisors LLC | 4,629 | $1.53M | 0.19% | 00.0% | Unchanged |
| Independent Advisor Alliance | 4,576 | $1.51M | 0.04% | −651−12.5% | Reduced |
| Soltis Investment Advisors LLC | 4,570 | $1.51M | 0.09% | +337+8.0% | Added |
| Atomi Financial Group, Inc. | 4,564 | $1.51M | 0.04% | +463+11.3% | Added |
| RiverFront Investment Group, LLC | 4,543 | $1.50M | 0.02% | +724+19.0% | Added |
| Ostrum Asset Management | 4,533 | $1.50M | 0.07% | +266+6.2% | Added |
| Private Trust Co NA | 4,523 | $1.49M | 0.12% | −206−4.4% | Reduced |
| Diversified Trust Co | 4,521 | $1.49M | 0.02% | +36+0.8% | Added |
| RFG - Bristol Wealth Advisors, LLC | 4,520 | $1.49M | 0.36% | +14+0.3% | Added |
| Investors Asset Management of Georgia Inc | 4,511 | $1.49M | 0.52% | 00.0% | Unchanged |
| Bull Harbor Capital LLC | 4,509 | $1.49M | 0.29% | +1,272+39.3% | Added |
| Fiduciary Trust Co | 4,507 | $1.49M | 0.02% | +9+0.2% | Added |
| Occudo Quantitative Strategies LP | 4,500 | $1.49M | 0.08% | +4,500 | New |
| NorthRock Partners, LLC | 4,430 | $1.46M | 0.02% | +133+3.1% | Added |
| MWA Asset Management | 4,425 | $1.46M | 0.66% | +51+1.2% | Added |
| Somerset Group LLC | 4,303 | $1.46M | 1.02% | 00.0% | Unchanged |
| Equitable Trust Co | 4,371 | $1.44M | 0.06% | +17+0.4% | Added |
| Qtron Investments LLC | 4,368 | $1.44M | 0.19% | −715−14.1% | Reduced |
| JNBA Financial Advisors | 4,367 | $1.44M | 0.11% | −23−0.5% | Reduced |
| Hilltop Holdings Inc. | 4,359 | $1.44M | 0.12% | −794−15.4% | Reduced |
| Hanson & Doremus Investment Management | 4,337 | $1.43M | 0.15% | +100+2.4% | Added |
| Valeo Financial Advisors, LLC | 4,295 | $1.42M | 0.03% | +156+3.8% | Added |
| JB Capital LLC | 4,280 | $1.41M | 0.05% | +58+1.4% | Added |
| Employees Retirement System of Texas | 4,271 | $1.41M | 0.01% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 4,262 | $1.41M | 0.09% | −251−5.6% | Reduced |
| Longfellow Investment Management Co LLC | 4,249 | $1.40M | 0.29% | 00.0% | Unchanged |
| Financial Planning Hawaii, Inc. | 4,245 | $1.40M | 0.75% | +55+1.3% | Added |
| Fifth Third Wealth Advisors LLC | 4,220 | $1.39M | 0.04% | +20.0% | Added |
| RMB Capital Management, LLC | 4,209 | $1.39M | 0.02% | −135−3.1% | Reduced |
| Tudor Financial Inc. | 4,200 | $1.39M | 0.62% | 00.0% | Unchanged |
| Delphi Management Inc | 4,191 | $1.38M | 1.35% | +94+2.3% | Added |
| Moody National Bank Trust Division | 4,190 | $1.38M | 0.11% | +46+1.1% | Added |
| Linden Thomas Advisory Services, LLC | 4,185 | $1.38M | 0.11% | +6+0.1% | Added |
| Belpointe Asset Management LLC | 4,180 | $1.38M | 0.05% | −157−3.6% | Reduced |
| Ronald Blue Trust, Inc. | 4,172 | $1.38M | 0.01% | −108−2.5% | Reduced |
| Cornerstone Wealth Management, LLC | 4,172 | $1.38M | 0.06% | −94−2.2% | Reduced |
| Vectors Research Management, LLC | 4,168 | $1.38M | 0.36% | +68+1.7% | Added |
| Bailard, Inc. | 4,150 | $1.37M | 0.03% | −225−5.1% | Reduced |
| Perpetual Ltd | 4,129 | $1.36M | 0.02% | −62−1.5% | Reduced |
| Flputnam Investment Management Co | 4,125 | $1.36M | 0.02% | +22+0.5% | Added |
| Synergy Financial Management, LLC | 4,103 | $1.35M | 0.13% | +4,103 | New |
| CV Advisors LLC | 4,100 | $1.35M | 0.26% | +4,100 | New |
| Private Wealth Asset Management, LLC | 4,063 | $1.34M | 0.13% | 00.0% | Unchanged |
| Yoffe Investment Management, LLC | 3,987 | $1.32M | 1.51% | 00.0% | Unchanged |
| Texas Bank & Trust Co | 3,986 | $1.32M | 0.43% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 3,948 | $1.30M | 0.04% | −223−5.3% | Reduced |
| Forza Wealth Management, LLC | 3,912 | $1.29M | 0.40% | −10−0.3% | Reduced |
| TIAA Wealth Investment Management LLC | 3,899 | $1.29M | 0.01% | +848+27.8% | Added |
| Sterneck Capital Management, LLC | 3,895 | $1.29M | 0.55% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 4,036 | $1.28M | 0.01% | +1,448+56.0% | Added |
| TD Waterhouse Canada Inc. | 3,810 | $1.28M | 0.00% | −507−11.7% | Reduced |
| Kanawha Capital Management LLC | 3,852 | $1.27M | 0.08% | +201+5.5% | Added |
| Aster Capital Management (DIFC) Ltd | 3,841 | $1.27M | 0.27% | +3,841 | New |
| Foundations Investment Advisors, LLC | 3,837 | $1.27M | 0.01% | −139−3.5% | Reduced |
| Sagespring Wealth Partners, LLC | 3,790 | $1.25M | 0.02% | +287+8.2% | Added |
| Wedmont Private Capital | 3,669 | $1.24M | 0.03% | +454+14.1% | Added |
| Kingswood Wealth Advisors, LLC | 3,736 | $1.23M | 0.05% | +479+14.7% | Added |
| Tevis Investment Management | 3,727 | $1.23M | 0.67% | −1,388−27.1% | Reduced |
| Atom Investors LP | 3,716 | $1.23M | 0.11% | +3,716 | New |
| Daymark Wealth Partners, LLC | 3,702 | $1.22M | 0.03% | −100−2.6% | Reduced |
| Frec Markets, Inc. | 3,702 | $1.22M | 0.11% | +1,087+41.6% | Added |
| Kornitzer Capital Management Inc | 3,686 | $1.22M | 0.03% | +120+3.4% | Added |
| Tema ETFs LLC | 3,671 | $1.21M | 0.04% | +290+8.6% | Added |
| Westerkirk Capital Inc. | 3,669 | $1.21M | 0.12% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 3,667 | $1.21M | 0.20% | −546−13.0% | Reduced |
| Fisher Asset Management, LLC | 3,658 | $1.21M | 0.00% | +436+13.5% | Added |
| Davis Asset Management, L.P. | 3,653 | $1.21M | 0.03% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 3,633 | $1.20M | 0.02% | +197+5.7% | Added |
| Parrish Capital LLC | 3,616 | $1.19M | 1.15% | −604−14.3% | Reduced |
| Principal Securities, Inc. | 3,593 | $1.19M | 0.01% | −185−4.9% | Reduced |
| Harbor Capital Advisors, Inc. | 3,589 | $1.19M | 0.08% | +6+0.2% | Added |
| Barden Capital Management, Inc. | 3,573 | $1.18M | 1.09% | −1,525−29.9% | Reduced |
| TCW Group Inc | 3,572 | $1.18M | 0.01% | −17−0.5% | Reduced |
| Level Four Advisory Services, LLC | 3,559 | $1.17M | 0.03% | +345+10.7% | Added |
| Boyd Watterson Asset Management LLC | 3,538 | $1.17M | 0.31% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 3,500 | $1.16M | 0.11% | −61−1.7% | Reduced |
| Bryn Mawr Trust Co | 3,494 | $1.15M | 0.03% | +6+0.2% | Added |
| Gryphon Financial Partners LLC | 3,492 | $1.15M | 0.10% | +300+9.4% | Added |
| AMG National Trust Bank | 3,487 | $1.15M | 0.02% | −1,179−25.3% | Reduced |
| Calamos Wealth Management LLC | 3,465 | $1.14M | 0.03% | +2+0.1% | Added |
| Mather Group, LLC. | 3,419 | $1.13M | 0.01% | +400+13.2% | Added |
| Edmond de Rothschild Holding S.A. | 3,418 | $1.13M | 0.01% | +2,397+234.8% | Added |
| Tiaa Trust, National Association | 3,403 | $1.12M | 0.07% | −914−21.2% | Reduced |
| CWA Asset Management Group, LLC | 3,399 | $1.12M | 0.03% | +341+11.2% | Added |
| Rinkey Investments | 3,368 | $1.11M | 0.26% | 00.0% | Unchanged |
| Union Savings Bank | 3,363 | $1.11M | 0.45% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 3,361 | $1.11M | 0.95% | −25−0.7% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 3,361 | $1.11M | 0.07% | +215+6.8% | Added |
| PFG Investments, LLC | 3,347 | $1.11M | 0.04% | −279−7.7% | Reduced |
| Connecticut Wealth Management, LLC | 3,340 | $1.10M | 0.04% | −8−0.2% | Reduced |
| Munich Reinsurance Co Stock Corp in Munich | 3,333 | $1.10M | 0.02% | +2,788+511.6% | Added |
| Searle & Co. | 3,304 | $1.09M | 0.25% | 00.0% | Unchanged |
| Villere St Denis J & Co LLC | 3,303 | $1.09M | 0.13% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 3,280 | $1.08M | 0.07% | +5+0.2% | Added |
| Evergreen Wealth Solutions, LLC | 2,926 | $1.08M | 0.06% | +1,736+145.9% | Added |
| 1 North Wealth Services LLC | 3,279 | $1.08M | 0.35% | −185−5.3% | Reduced |