TRAVELERS COMPANIES, INC. (TRV) — Institutional Holders, Q2 2026 (page 10)
1,872 institutional investment managers reported a TRV position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $61.0B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 901 to 1,000. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
TRV 13F holders ranked 901–1,000 of 1,872
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 901 | Asset Management#901 · 2,440 sh | 2,440 | $805.5K | 0.05% | -3.3% |
| 902 | Summit Financial#902 · 2,433 sh | 2,433 | $803.1K | <0.01% | +4.1% |
| 903 | Legacy Capital Wealth Partners#903 · 2,431 sh | 2,431 | $802.6K | — | -6.3% |
| 904 | Essex Savings Bank#904 · 2,406 sh | 2,406 | $794.2K | — | 0.0% |
| 905 | NORTHCAPE WEALTH MANAGEMENT#905 · 2,400 sh | 2,400 | $792.3K | 0.21% | 0.0% |
| 906 | Bay Colony Advisory Group, d/b/a Bay Colony Advisors#906 · 2,376 sh | 2,376 | $784.5K | 0.09% | +28.4% |
| 907 | Inscription Capital#907 · 2,375 sh | 2,375 | $784.0K | 0.07% | +60.5% |
| 908 | 1620 INVESTMENT ADVISORS#908 · 2,374 sh | 2,374 | $783.9K | 0.49% | +1.2% |
| 909 | JEPPSON WEALTH MANAGEMENT#909 · 2,370 sh | 2,370 | $782.4K | — | 0.0% |
| 910 | IAMS WEALTH MANAGEMENT#910 · 2,362 sh | 2,362 | $780.1K | — | +23.9% |
| 911 | CIDEL ASSET MANAGEMENT#911 · 2,358 sh | 2,358 | $778.4K | 0.04% | +31.9% |
| 912 | EAGLE HARBOR ASSET MANAGEMENT#912 · 2,352 sh | 2,352 | $776.5K | — | 0.0% |
| 913 | Heritage Wealth Management#913 · 2,330 sh | 2,330 | $769.2K | 0.19% | 0.0% |
| 914 | WJ Financial Advisors#914 · 2,317 sh | 2,317 | $764.9K | 0.56% | -0.1% |
| 915 | Modera Wealth Management#915 · 2,316 sh | 2,316 | $764.7K | <0.01% | +11.5% |
| 916 | FOUNDATION RESOURCE MANAGEMENT#916 · 2,315 sh | 2,315 | $764.2K | — | 0.0% |
| 917 | LMCG INVESTMENTS#917 · 2,315 sh | 2,315 | $764.2K | — | 0.0% |
| 918 | Larson Financial Group#918 · 2,296 sh | 2,296 | $757.8K | 0.02% | +5.1% |
| 919 | FIRST NATIONAL BANK SIOUX FALLS#919 · 2,533 sh | 2,533 | $757.0K | — | 0.0% |
| 920 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#920 · 2,261 sh | 2,261 | $756.4K | 0.05% | +6.8% |
| 921 | Keystone Financial Group#921 · 2,288 sh | 2,288 | $755.3K | 0.04% | +3.4% |
| 922 | CHESAPEAKE ASSET MANAGEMENT#922 · 2,285 sh | 2,285 | $754.3K | 0.58% | -25.4% |
| 923 | EverSource Wealth Advisors#923 · 2,280 sh | 2,280 | $752.5K | 0.03% | -57.0% |
| 924 | NORDEN GROUP#924 · 2,276 sh | 2,276 | $751.5K | — | +198.3% |
| 925 | Cornerstone Planning#925 · 2,275 sh | 2,275 | $751.1K | 0.17% | -72.2% |
| 926 | Robinswood Financial#926 · 2,271 sh | 2,271 | $749.7K | — | New |
| 927 | Advisors Capital Management#927 · 2,270 sh | 2,270 | $749.7K | <0.01% | +17.2% |
| 928 | Mutual Advisors#928 · 2,269 sh | 2,269 | $749.2K | 0.01% | +15.2% |
| 929 | Sky Investment Group#929 · 2,258 sh | 2,258 | $745.4K | 0.12% | 0.0% |
| 930 | Van Hulzen Asset Management#930 · 2,257 sh | 2,257 | $745.0K | 0.05% | -6.8% |
| 931 | WEALTH ALLIANCE#931 · 2,252 sh | 2,252 | $743.3K | 0.06% | -29.7% |
| 932 | Alhambra Investment Partners#932 · 2,250 sh | 2,250 | $742.8K | — | -6.1% |
| 933 | Mendel Money Management#933 · 2,240 sh | 2,240 | $739.5K | 0.27% | -9.3% |
| 934 | Karani Asset Management#934 · 2,240 sh | 2,240 | $739.5K | 0.53% | +56.3% |
| 935 | Williams Jones Wealth Management#935 · 2,231 sh | 2,231 | $736.4K | <0.01% | +1.8% |
| 936 | Sound View Wealth Advisors Group#936 · 2,224 sh | 2,224 | $734.2K | 0.05% | +0.2% |
| 937 | WHI#937 · 2,222 sh | 2,222 | $733.5K | 0.47% | 0.0% |
| 938 | STEEL GROVE CAPITAL ADVISORS#938 · 2,220 sh | 2,220 | $732.9K | — | 0.0% |
| 939 | WEIK CAPITAL MANAGEMENT#939 · 2,220 sh | 2,220 | $732.9K | 0.28% | 0.0% |
| 940 | Abacus Wealth Partners#940 · 2,215 sh | 2,215 | $731.2K | 0.08% | -9.3% |
| 941 | Fortis Group Advisors#941 · 2,203 sh | 2,203 | $727.3K | 0.12% | +0.4% |
| 942 | Proficio Capital Partners#942 · 2,194 sh | 2,194 | $724.1K | 0.03% | New |
| 943 | Focus Partners Wealth#943 · 2,188 sh | 2,188 | $722.4K | <0.01% | +40.5% |
| 944 | City State Bank#944 · 2,186 sh | 2,186 | $721.6K | — | 0.0% |
| 945 | State of Wyoming#945 · 2,180 sh | 2,180 | $719.7K | 0.07% | -0.2% |
| 946 | United Capital Management of KS#946 · 2,146 sh | 2,146 | $708.5K | 0.09% | +4.3% |
| 947 | Modern Wealth Management#947 · 2,138 sh | 2,138 | $705.9K | <0.01% | +16.7% |
| 948 | Ponta Wealth Partners#948 · 2,130 sh | 2,130 | $703.2K | 0.38% | +8.8% |
| 949 | Banque Transatlantique SA#949 · 2,124 sh | 2,124 | $701.2K | 0.02% | -2.5% |
| 950 | DRIVE WEALTH MANAGEMENT#950 · 2,117 sh | 2,117 | $698.9K | 0.12% | +5.0% |
| 951 | SBI Okasan Asset Management Ltd.#951 · 2,100 sh | 2,100 | $696.9K | 0.02% | 0.0% |
| 952 | FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.#952 · 2,107 sh | 2,107 | $695.6K | — | -3.7% |
| 953 | Ledyard National Bank#953 · 2,101 sh | 2,101 | $693.6K | — | +0.1% |
| 954 | INVESCO#954 · 2,100 sh | 2,100 | $693.3K | — | +23.1% |
| 955 | Lifeworks Advisors#955 · 2,095 sh | 2,095 | $691.6K | 0.07% | -0.3% |
| 956 | Sagewood Asset Management#956 · 2,073 sh | 2,073 | $684.3K | 0.15% | +100.7% |
| 957 | Cornell Pochily Investment Advisors#957 · 2,070 sh | 2,070 | $683.2K | — | -3.8% |
| 958 | Prostatis Group#958 · 2,060 sh | 2,060 | $680.0K | 0.16% | +105.2% |
| 959 | Sanibel Captiva Company#959 · 2,060 sh | 2,060 | $680.0K | 0.02% | -0.4% |
| 960 | Diligent Investors#960 · 2,056 sh | 2,056 | $678.7K | — | 0.0% |
| 961 | MIRABELLA FINANCIAL SERVICES LLP#961 · 2,039 sh | 2,039 | $673.1K | 0.06% | New |
| 962 | PDS Planning#962 · 2,037 sh | 2,037 | $672.5K | 0.04% | +0.4% |
| 963 | PUREfi Wealth#963 · 2,036 sh | 2,036 | $672.1K | — | -29.8% |
| 964 | Ethos Financial Group#964 · 1,727 sh | 1,727 | $671.8K | 0.04% | New |
| 965 | Journey Advisory Group#965 · 2,035 sh | 2,035 | $671.8K | 0.05% | -0.5% |
| 966 | MOODY LYNN & LIEBERSON#966 · 2,034 sh | 2,034 | $671.5K | — | -1.5% |
| 967 | DEFINED WEALTH MANAGEMENT#967 · 2,019 sh | 2,019 | $666.5K | — | -0.1% |
| 968 | BEARING POINT CAPITAL#968 · 2,019 sh | 2,019 | $666.5K | 0.09% | 0.0% |
| 969 | Parcion Private Wealth#969 · 2,014 sh | 2,014 | $664.9K | 0.04% | +44.2% |
| 970 | PARR MCKNIGHT WEALTH MANAGEMENT GROUP#970 · 2,013 sh | 2,013 | $664.5K | 0.08% | 0.0% |
| 971 | EVOLVE PRIVATE WEALTH#971 · 2,011 sh | 2,011 | $664.3K | 0.04% | -35.5% |
| 972 | SPINNAKER#972 · 2,012 sh | 2,012 | $664.2K | 0.03% | +3.8% |
| 973 | EVERPAR ADVISORS#973 · 2,001 sh | 2,001 | $660.6K | 0.19% | +8.6% |
| 974 | Finward Bancorp#974 · 2,000 sh | 2,000 | $660.2K | — | 0.0% |
| 975 | PATRICK M SWEENEY & ASSOCIATES#975 · 1,997 sh | 1,997 | $659.2K | — | -0.9% |
| 976 | CIGNA INVESTMENTS#976 · 1,996 sh | 1,996 | $659.0K | — | -6.1% |
| 977 | Central Pacific Bank - Division#977 · 1,985 sh | 1,985 | $655.3K | — | +2.2% |
| 978 | Keebeck Wealth Management#978 · 1,978 sh | 1,978 | $653.0K | 0.06% | +82.1% |
| 979 | RIVERSEDGE ADVISORS#979 · 1,974 sh | 1,974 | $651.6K | — | +27.8% |
| 980 | RWA WEALTH PARTNERS#980 · 1,964 sh | 1,964 | $648.3K | <0.01% | -3.6% |
| 981 | Destination Wealth Management#981 · 1,963 sh | 1,963 | $648.0K | 0.02% | -24.1% |
| 982 | SCHMIDT P J INVESTMENT MANAGEMENT#982 · 1,960 sh | 1,960 | $647.0K | 0.10% | -0.9% |
| 983 | ASHTON THOMAS SECURITIES#983 · 1,964 sh | 1,964 | $647.0K | — | +114.2% |
| 984 | LEAVELL INVESTMENT MANAGEMENT#984 · 1,947 sh | 1,947 | $642.6K | 0.02% | 0.0% |
| 985 | AFFINITY INVESTMENT ADVISORS#985 · 1,944 sh | 1,944 | $641.8K | 0.33% | +3.6% |
| 986 | Avidian Wealth Solutions#986 · 1,941 sh | 1,941 | $640.8K | — | +3.1% |
| 987 | CAHABA WEALTH MANAGEMENT#987 · 1,935 sh | 1,935 | $638.6K | — | +1.3% |
| 988 | DONALDSON CAPITAL MANAGEMENT#988 · 1,929 sh | 1,929 | $636.9K | 0.02% | +18.4% |
| 989 | MARCO INVESTMENT MANAGEMENT#989 · 1,929 sh | 1,929 | $636.8K | 0.04% | 0.0% |
| 990 | Total Wealth Planning & Management#990 · 1,926 sh | 1,926 | $635.8K | — | +14.8% |
| 991 | MARK SHEPTOFF FINANCIAL PLANNING#991 · 1,925 sh | 1,925 | $635.5K | 0.34% | 0.0% |
| 992 | Baron Wealth Management#992 · 1,918 sh | 1,918 | $633.2K | 0.16% | +9.3% |
| 993 | Advisor OS#993 · 1,910 sh | 1,910 | $630.7K | 0.04% | +31.8% |
| 994 | SYM FINANCIAL#994 · 1,909 sh | 1,909 | $630.2K | — | +9.0% |
| 995 | SAX WEALTH ADVISORS#995 · 2,157 sh | 2,157 | $629.1K | — | +2.2% |
| 996 | LSV ASSET MANAGEMENT#996 · 1,900 sh | 1,900 | $627.0K | <0.01% | 0.0% |
| 997 | MONTAG A & ASSOCIATES#997 · 1,896 sh | 1,896 | $625.9K | 0.03% | -80.1% |
| 998 | JUPITER ASSET MANAGEMENT LTD#998 · 1,871 sh | 1,871 | $617.7K | <0.01% | -94.7% |
| 999 | 71 West Capital Partners#999 · 1,870 sh | 1,870 | $617.3K | 0.02% | +84.1% |
| 1000 | Peak Asset Management#1000 · 1,869 sh | 1,869 | $617.0K | 0.09% | 0.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.