TRAVELERS COMPANIES, INC. (TRV) — Institutional Holders, Q2 2026 (page 11)
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 1,001 to 1,100. 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 1,001–1,100 of 1,872
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1001 | Stockman Wealth Management#1001 · 1,865 sh | 1,865 | $615.7K | 0.06% | +0.2% |
| 1002 | Texas Capital Bank Wealth Management Services#1002 · 1,861 sh | 1,861 | $614.4K | 0.03% | +2.4% |
| 1003 | Thomasville National Bank#1003 · 1,853 sh | 1,853 | $611.7K | 0.03% | — |
| 1004 | Glen Eagle Advisors#1004 · 1,849 sh | 1,849 | $610.4K | 0.08% | +20.8% |
| 1005 | CAMBIENT FAMILY OFFICE#1005 · 1,844 sh | 1,844 | $608.7K | 0.07% | +56.3% |
| 1006 | PERSONAL CFO SOLUTIONS#1006 · 1,839 sh | 1,839 | $606.9K | 0.09% | +0.9% |
| 1007 | Legacy Financial Advisors#1007 · 1,832 sh | 1,832 | $604.9K | 0.07% | -3.8% |
| 1008 | Providence First#1008 · 1,830 sh | 1,830 | $604.2K | 0.17% | +54.0% |
| 1009 | Savvy Advisors#1009 · 1,826 sh | 1,826 | $602.9K | 0.01% | +27.4% |
| 1010 | JACKSON THORNTON WEALTH MANAGEMENT#1010 · 1,825 sh | 1,825 | $602.5K | 0.05% | +39.3% |
| 1011 | Ameritas Investment Partners#1011 · 1,824 sh | 1,824 | $602.1K | 0.02% | -5.9% |
| 1012 | Balboa Wealth Partners#1012 · 1,822 sh | 1,822 | $601.5K | — | +97.4% |
| 1013 | CenterBook Partners#1013 · 1,817 sh | 1,817 | $599.8K | 0.03% | -81.0% |
| 1014 | NORTHEAST INVESTMENT MANAGEMENT#1014 · 1,815 sh | 1,815 | $599.2K | 0.02% | -0.9% |
| 1015 | Sageworth of South Dakota#1015 · 1,802 sh | 1,802 | $594.9K | 0.37% | -4.8% |
| 1016 | Southeast Asset Advisors#1016 · 1,800 sh | 1,800 | $594.2K | 0.06% | 0.0% |
| 1017 | Valley Brook Capital Group#1017 · 1,799 sh | 1,799 | $593.9K | — | 0.0% |
| 1018 | Madison Asset Management#1018 · 1,798 sh | 1,798 | $593.6K | <0.01% | -6.5% |
| 1019 | Cambria Investment Management, L.P.#1019 · 1,792 sh | 1,792 | $591.6K | 0.03% | New |
| 1020 | MONETA GROUP INVESTMENT ADVISORS#1020 · 1,791 sh | 1,791 | $591.2K | <0.01% | -7.4% |
| 1021 | APPLETON PARTNERS#1021 · 1,789 sh | 1,789 | $591.0K | 0.04% | -6.0% |
| 1022 | MidFirst Bank#1022 · 1,787 sh | 1,787 | $589.9K | 0.04% | +0.3% |
| 1023 | WESBANCO BANK#1023 · 1,776 sh | 1,776 | $586.3K | 0.01% | -0.2% |
| 1024 | SILVERCREST ASSET MANAGEMENT GROUP#1024 · 1,774 sh | 1,774 | $585.8K | <0.01% | -26.7% |
| 1025 | LBMC INVESTMENT ADVISORS#1025 · 1,750 sh | 1,750 | $577.7K | 0.03% | 0.0% |
| 1026 | AdvisorNet Financial#1026 · 1,750 sh | 1,750 | $577.7K | — | +2.3% |
| 1027 | INSIGNEO ADVISORY SERVICES#1027 · 1,739 sh | 1,739 | $574.1K | 0.02% | -6.2% |
| 1028 | Avantax Planning Partners#1028 · 1,735 sh | 1,735 | $572.8K | 0.01% | -11.0% |
| 1029 | Sylvest Advisors#1029 · 1,735 sh | 1,735 | $572.8K | — | 0.0% |
| 1030 | Salvus Wealth Management#1030 · 1,730 sh | 1,730 | $571.1K | — | -1.6% |
| 1031 | Pavion Blue Capital#1031 · 1,724 sh | 1,724 | $569.1K | 0.23% | 0.0% |
| 1032 | Stokes Family Office#1032 · 1,714 sh | 1,714 | $565.8K | 0.07% | -15.0% |
| 1033 | Advyzon Investment Management#1033 · 1,710 sh | 1,710 | $564.5K | 0.04% | -28.5% |
| 1034 | BROWN WEALTH MANAGEMENT#1034 · 1,707 sh | 1,707 | $563.6K | — | -14.5% |
| 1035 | NEVILLE RODIE & SHAW#1035 · 1,700 sh | 1,700 | $562.0K | — | 0.0% |
| 1036 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#1036 · 1,700 sh | 1,700 | $561.2K | 0.03% | -8.1% |
| 1037 | HOWARD FINANCIAL SERVICES, LTD.#1037 · 1,660 sh | 1,660 | $548.0K | — | +92.6% |
| 1038 | NIXON PEABODY#1038 · 1,659 sh | 1,659 | $547.7K | — | 0.0% |
| 1039 | FLYNN ZITO CAPITAL MANAGEMENT#1039 · 1,658 sh | 1,658 | $547.4K | 0.15% | +34.0% |
| 1040 | BURKE & HERBERT BANK#1040 · 1,657 sh | 1,657 | $547.0K | 0.14% | 0.0% |
| 1041 | BANK OF HAWAII#1041 · 1,646 sh | 1,646 | $543.4K | 0.03% | 0.0% |
| 1042 | CATALYST FINANCIAL PARTNERS#1042 · 1,639 sh | 1,639 | $541.1K | 0.05% | +7.6% |
| 1043 | MOUNTAIN PACIFIC INVESTMENT ADVISERS#1043 · 1,635 sh | 1,635 | $539.7K | 0.09% | 0.0% |
| 1044 | United Community Bank#1044 · 1,634 sh | 1,634 | $539.4K | 0.17% | -3.8% |
| 1045 | BAR HARBOR WEALTH MANAGEMENT#1045 · 1,627 sh | 1,627 | $537.1K | — | 0.0% |
| 1046 | Hudson Portfolio Management#1046 · 1,607 sh | 1,607 | $530.5K | 0.40% | -0.6% |
| 1047 | COZAD ASSET MANAGEMENT#1047 · 1,606 sh | 1,606 | $530.2K | 0.03% | 0.0% |
| 1048 | FIRST FOUNDATION ADVISORS#1048 · 1,596 sh | 1,596 | $526.9K | 0.02% | 0.0% |
| 1049 | HOWLAND CAPITAL MANAGEMENT#1049 · 1,596 sh | 1,596 | $526.9K | — | +5.8% |
| 1050 | AXXCESS WEALTH MANAGEMENT#1050 · 1,586 sh | 1,586 | $523.5K | — | New |
| 1051 | Quotient Wealth Partners#1051 · 1,584 sh | 1,584 | $523.0K | 0.01% | +6.2% |
| 1052 | OBERWEIS ASSET MANAGEMENT#1052 · 1,583 sh | 1,583 | $522.6K | 0.01% | +0.1% |
| 1053 | Princeton Global Asset Management#1053 · 1,583 sh | 1,583 | $522.5K | — | +469.4% |
| 1054 | NWAM#1054 · 1,576 sh | 1,576 | $520.3K | 0.03% | +11.1% |
| 1055 | Segment Wealth Management#1055 · 1,574 sh | 1,574 | $519.6K | — | -1.1% |
| 1056 | EntryPoint Capital#1056 · 1,574 sh | 1,574 | $519.6K | 0.13% | 0.0% |
| 1057 | Avestar Capital#1057 · 1,573 sh | 1,573 | $519.3K | 0.03% | -2.7% |
| 1058 | SHP Wealth Management#1058 · 1,568 sh | 1,568 | $517.6K | 0.04% | -26.5% |
| 1059 | Capstone Wealth Management#1059 · 1,560 sh | 1,560 | $515.0K | 0.24% | New |
| 1060 | QTR Family Wealth#1060 · 1,559 sh | 1,559 | $514.5K | 0.18% | +13.1% |
| 1061 | Busey Wealth Management#1061 · 1,558 sh | 1,558 | $514.3K | — | -0.4% |
| 1062 | CENTAURUS FINANCIAL#1062 · 1,555 sh | 1,555 | $513.0K | 0.02% | -6.2% |
| 1063 | SeaCrest Wealth Management#1063 · 1,550 sh | 1,550 | $511.7K | — | -5.3% |
| 1064 | Sound Capital Solutions#1064 · 1,550 sh | 1,550 | $511.7K | 0.12% | — |
| 1065 | Prosperity Consulting Group#1065 · 1,548 sh | 1,548 | $511.0K | 0.02% | +49.6% |
| 1066 | 4WEALTH ADVISORS#1066 · 1,538 sh | 1,538 | $510.5K | — | +1.4% |
| 1067 | Ruggaard & Associates#1067 · 1,536 sh | 1,536 | $507.2K | 0.18% | +22.9% |
| 1068 | G2 CAPITAL MANAGEMENT, / OH#1068 · 1,534 sh | 1,534 | $506.4K | — | 0.0% |
| 1069 | AGH Wealth Advisors#1069 · 1,534 sh | 1,534 | $506.4K | — | -0.7% |
| 1070 | Tradewinds Capital Management#1070 · 1,532 sh | 1,532 | $505.7K | — | 0.0% |
| 1071 | Community Bank, N.A.#1071 · 1,532 sh | 1,532 | $505.7K | 0.05% | 0.0% |
| 1072 | Beverly Hills Private Wealth#1072 · 1,531 sh | 1,531 | $505.4K | 0.10% | -6.8% |
| 1073 | Blake Schutter Theil Wealth Advisors#1073 · 1,531 sh | 1,531 | $505.4K | 0.34% | 0.0% |
| 1074 | Mesirow Financial Investment Management#1074 · 1,530 sh | 1,530 | $505.4K | <0.01% | -1.5% |
| 1075 | FIRST AMERICAN , FSB#1075 · 1,524 sh | 1,524 | $502.9K | 0.03% | -0.3% |
| 1076 | PATTEN & PATTEN#1076 · 1,523 sh | 1,523 | $502.9K | — | 0.0% |
| 1077 | Mayfair Advisory Group#1077 · 1,297 sh | 1,297 | $502.3K | — | +8.4% |
| 1078 | Root Financial Partners#1078 · 1,518 sh | 1,518 | $501.2K | — | +19.0% |
| 1079 | Trueblood Wealth Management#1079 · 1,518 sh | 1,518 | $501.1K | — | -0.1% |
| 1080 | Kovack Advisors#1080 · 1,514 sh | 1,514 | $501.0K | 0.02% | +104.0% |
| 1081 | WASHINGTON#1081 · 1,518 sh | 1,518 | $501.0K | — | +7.1% |
| 1082 | Welch Group#1082 · 1,511 sh | 1,511 | $498.9K | 0.02% | +3.0% |
| 1083 | Polymer Capital Management (US)#1083 · 1,511 sh | 1,511 | $498.8K | 0.07% | -82.6% |
| 1084 | Kestra Investment Management#1084 · 1,509 sh | 1,509 | $498.2K | <0.01% | -5.6% |
| 1085 | AlphaGrep UK Ltd#1085 · 1,506 sh | 1,506 | $497.2K | 0.15% | -58.5% |
| 1086 | Randolph#1086 · 1,503 sh | 1,503 | $496.2K | — | 0.0% |
| 1087 | HOME FEDERAL BANK OF TENNESSEE#1087 · 1,500 sh | 1,500 | $495.2K | — | +87.5% |
| 1088 | Veracity Capital#1088 · 1,500 sh | 1,500 | $495.1K | — | -2.7% |
| 1089 | Henrickson Nauta Wealth Advisors#1089 · 1,499 sh | 1,499 | $494.8K | 0.12% | 0.0% |
| 1090 | EVERMAY WEALTH MANAGEMENT#1090 · 1,496 sh | 1,496 | $493.9K | 0.05% | +5.7% |
| 1091 | All Terrain Financial Advisors#1091 · 1,495 sh | 1,495 | $493.5K | 0.08% | 0.0% |
| 1092 | Wealthcare Advisory Partners#1092 · 1,494 sh | 1,494 | $493.3K | — | -2.9% |
| 1093 | INTEGRITY ALLIANCE#1093 · 1,491 sh | 1,491 | $492.2K | 0.02% | -3.5% |
| 1094 | TWO SIGMA SECURITIES#1094 · 1,490 sh | 1,490 | $491.9K | 0.04% | New |
| 1095 | Main Street Financial Solutions#1095 · 1,485 sh | 1,485 | $490.3K | 0.03% | New |
| 1096 | SOMERVILLE KURT F#1096 · 1,485 sh | 1,485 | $490.2K | 0.12% | 0.0% |
| 1097 | Robertson Stephens Wealth Management#1097 · 1,476 sh | 1,476 | $487.3K | — | -1.8% |
| 1098 | FIDUCIARY FINANCIAL GROUP#1098 · 1,475 sh | 1,475 | $486.9K | — | +7.1% |
| 1099 | Old Port Advisors#1099 · 1,474 sh | 1,474 | $486.6K | — | -3.8% |
| 1100 | MBL Wealth#1100 · 1,473 sh | 1,473 | $486.3K | — | -9.9% |
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.