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 |
|---|---|---|---|---|---|
| Ar Asset Management Inc | 3,264 | $1.08M | 0.20% | 00.0% | Unchanged |
| LVM Capital Management Ltd | 3,251 | $1.07M | 0.09% | 00.0% | Unchanged |
| Burns J W & Co Inc | 3,249 | $1.07M | 0.11% | −10−0.3% | Reduced |
| Mount Lucas Management LP | 3,218 | $1.06M | 0.38% | +83+2.6% | Added |
| Quad-Cities Investment Group, LLC | 3,211 | $1.06M | 0.38% | −6−0.2% | Reduced |
| PCM Encore, LLC | 3,192 | $1.05M | 0.19% | −10−0.3% | Reduced |
| Strategic Advisors LLC | 3,192 | $1.05M | 0.23% | −2−0.1% | Reduced |
| LVW Advisors, LLC | 3,175 | $1.05M | 0.09% | +25+0.8% | Added |
| VestGen Advisors, LLC | 3,170 | $1.05M | 0.03% | +100+3.3% | Added |
| Frank, Rimerman Advisors LLC | 3,170 | $1.05M | 0.06% | +61+2.0% | Added |
| JT Stratford LLC | 3,168 | $1.05M | 0.11% | −4,225−57.1% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 3,163 | $1.04M | 0.34% | +3+0.1% | Added |
| Abner Herrman & Brock LLC | 3,163 | $1.04M | 0.10% | −725−18.6% | Reduced |
| Pure Financial Advisors, Inc. | 3,158 | $1.04M | 0.01% | +238+8.2% | Added |
| Marble Wealth, LLC | 3,150 | $1.04M | 0.16% | +8+0.3% | Added |
| Atlas Capital Advisors LLC | 3,145 | $1.04M | 0.11% | −77−2.4% | Reduced |
| TCG Advisory Services, LLC | 3,132 | $1.03M | 0.02% | +249+8.6% | Added |
| Premier Path Wealth Partners, LLC | 3,132 | $1.03M | 0.12% | +93+3.1% | Added |
| SNS Financial Group, LLC | 3,123 | $1.03M | 0.02% | +3,123 | New |
| Rathbone Brothers plc | 3,111 | $1.03M | 0.00% | +1,745+127.7% | Added |
| OpenArc Corporate Advisory, LLC | 3,076 | $1.02M | 0.01% | +817+36.2% | Added |
| Evergreen Capital Management LLC | 3,074 | $1.01M | 0.02% | −265−7.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 3,069 | $1.01M | 0.01% | +79+2.6% | Added |
| Fidelis Capital Partners, LLC | 3,065 | $1.01M | 0.06% | +4+0.1% | Added |
| Waddell & Associates, LLC | 3,059 | $1.01M | 0.05% | +286+10.3% | Added |
| Checchi Capital Advisers, LLC | 3,041 | $1.00M | 0.06% | −5−0.2% | Reduced |
| Chicago Trust Co NA | 3,041 | $1.00M | 0.15% | +56+1.9% | Added |
| Evernest Financial Advisors, LLC | 3,037 | $1.00M | 0.21% | +49+1.6% | Added |
| Pensionmark Financial Group, LLC | 3,429 | $1.00M | 0.02% | −1,417−29.2% | Reduced |
| South State Corp. | 3,018 | $996.3K | 0.04% | +869+40.4% | Added |
| Pinnacle Bancorp, Inc. | 3,008 | $993.0K | 0.26% | 00.0% | Unchanged |
| Real Talk Capital, LLC | 3,008 | $992.9K | 0.74% | +94+3.2% | Added |
| Clear Harbor Asset Management, LLC | 2,989 | $986.7K | 0.06% | −37−1.2% | Reduced |
| denkapparat Operations GmbH | 2,962 | $977.8K | 0.32% | 00.0% | Unchanged |
| Wilson & Boucher Capital Management, LLC | 2,938 | $969.9K | 0.57% | −150−4.9% | Reduced |
| Wedbush Securities Inc | 2,935 | $969.0K | 0.03% | +402+15.9% | Added |
| Crestwood Advisors Group LLC | 2,928 | $966.6K | 0.01% | +379+14.9% | Added |
| Camden National Bank | 2,928 | $966.6K | 0.13% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 2,921 | $964.3K | 0.20% | +81+2.9% | Added |
| Integrated Advisors Network LLC | 2,918 | $963.4K | 0.04% | +12+0.4% | Added |
| Ibex Wealth Advisors | 2,906 | $959.4K | 0.08% | −25−0.9% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 2,904 | $958.7K | 0.35% | −43−1.5% | Reduced |
| West Family Investments, Inc. | 2,901 | $957.7K | 0.28% | +1,332+84.9% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,899 | $957.0K | 0.08% | 00.0% | Unchanged |
| Scotia Capital Inc. | 2,892 | $954.7K | 0.00% | +1,141+65.2% | Added |
| MONECO Advisors, LLC | 2,886 | $952.9K | 0.06% | +199+7.4% | Added |
| High Note Wealth, LLC | 2,873 | $948.4K | 0.16% | −22−0.8% | Reduced |
| Empower Advisory Group, LLC | 2,871 | $947.7K | 0.00% | +35+1.2% | Added |
| Bank of Stockton | 2,861 | $944.5K | 0.27% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 2,848 | $940.2K | 0.12% | +46+1.6% | Added |
| Lederer & Associates Investment Counsel | 2,846 | $940.0K | 0.62% | −146−4.9% | Reduced |
| Transcend Wealth Collective, LLC | 2,826 | $932.8K | 0.06% | +353+14.3% | Added |
| Indivisible Partners | 2,825 | $932.6K | 0.05% | +471+20.0% | Added |
| Boston Trust Walden Corp | 2,819 | $930.6K | 0.01% | 00.0% | Unchanged |
| Davis R M Inc | 2,815 | $929.3K | 0.01% | −147−5.0% | Reduced |
| Gsa Capital Partners LLP | 2,810 | $928.0K | 0.06% | +2,810 | New |
| Anchor Investment Management, LLC | 2,776 | $916.4K | 0.07% | +198+7.7% | Added |
| Westwood Holdings Group Inc. | 2,751 | $908.2K | 0.01% | +2,751 | New |
| Great Valley Advisor Group, Inc. | 2,747 | $906.7K | 0.01% | −10.0% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 2,729 | $900.9K | 0.03% | −184−6.3% | Reduced |
| Central Trust Co | 2,716 | $896.6K | 0.02% | −22−0.8% | Reduced |
| Brave Asset Management Inc | 2,710 | $894.6K | 0.19% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 2,700 | $891.3K | 0.09% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 2,699 | $891.0K | 0.05% | −143−5.0% | Reduced |
| Eastern Bank | 2,696 | $890.0K | 0.01% | −105−3.7% | Reduced |
| IKE Capital, LLC | 2,689 | $887.7K | 0.47% | −224−7.7% | Reduced |
| Grimes & Company, Inc. | 2,675 | $883.2K | 0.02% | +115+4.5% | Added |
| Money Concepts Capital Corp | 2,658 | $877.5K | 0.04% | +2,658 | New |
| Aries Wealth Management | 2,658 | $877.5K | 0.17% | 00.0% | Unchanged |
| Inlet Private Wealth, LLC | 2,651 | $875.3K | 0.21% | 00.0% | Unchanged |
| Park National Corp | 2,638 | $870.9K | 0.02% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 2,629 | $867.9K | 0.16% | +170+6.9% | Added |
| Old National Bancorp | 2,628 | $867.6K | 0.02% | −1,455−35.6% | Reduced |
| Groupama Asset Managment | 2,622 | $866.5K | 0.01% | +8+0.3% | Added |
| Welch & Forbes LLC | 2,623 | $865.9K | 0.01% | +12+0.5% | Added |
| Guardian Wealth Advisors, LLC | 2,621 | $865.2K | 0.05% | +13+0.5% | Added |
| Baker Tilly Wealth Management, LLC | 2,620 | $864.8K | 0.19% | −88−3.2% | Reduced |
| Mechanics Bank Trust Department | 2,616 | $863.6K | 0.11% | +316+13.7% | Added |
| Associated Banc-Corp | 2,608 | $861.0K | 0.02% | −76−2.8% | Reduced |
| National Asset Management, Inc. | 2,586 | $858.2K | 0.05% | +112+4.5% | Added |
| Franklin Street Advisors Inc | 2,586 | $853.7K | 0.05% | +172+7.1% | Added |
| Empirical Asset Management, LLC | 2,563 | $846.1K | 0.19% | −35−1.3% | Reduced |
| SkyOak Wealth, LLC | 2,553 | $842.8K | 0.14% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 2,551 | $842.1K | 0.09% | +4+0.2% | Added |
| Stiles Financial Services Inc | 2,549 | $841.3K | 0.21% | −2−0.1% | Reduced |
| Bridgewater Advisors Inc. | 2,250 | $841.1K | 0.05% | +26+1.2% | Added |
| Measured Wealth Private Client Group, LLC | 2,524 | $833.2K | 0.20% | +192+8.2% | Added |
| Baldwin Brothers Inc | 2,517 | $830.9K | 0.05% | −19−0.7% | Reduced |
| Summit Global Investments | 2,511 | $829.0K | 0.05% | −4,765−65.5% | Reduced |
| Parkside Financial Bank & Trust | 2,511 | $828.9K | 0.06% | +407+19.3% | Added |
| Beacon Investment Advisors LLC | 2,507 | $827.8K | 0.26% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 2,491 | $822.3K | 0.02% | +2,491 | New |
| Hamel Associates, Inc. | 2,478 | $818.0K | 0.23% | +164+7.1% | Added |
| Aprio Wealth Management, LLC | 2,473 | $816.5K | 0.04% | +209+9.2% | Added |
| Rexford Capital Inc | 2,468 | $814.7K | 0.50% | +66+2.7% | Added |
| Orrstown Financial Services Inc | 2,459 | $811.8K | 0.12% | −53−2.1% | Reduced |
| River Wealth Advisors LLC | 2,459 | $811.6K | 0.08% | −5−0.2% | Reduced |
| Harbour Capital Advisors, LLC | 2,390 | $810.0K | 0.15% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 2,450 | $808.7K | 0.04% | −103−4.0% | Reduced |
| Trust Asset Management LLC | 2,440 | $805.5K | 0.05% | −84−3.3% | Reduced |