TRAVELERS COMPANIES, INC. (TRV) — Institutional Holders, Q2 2026 (page 12)
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 1,101 to 1,200. 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 1,101–1,200 of 1,872
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1101 | Monument Capital Management#1101 · 1,472 sh | 1,472 | $485.9K | — | +17.0% |
| 1102 | UNIVEST FINANCIAL#1102 · 1,472 sh | 1,472 | $485.8K | 0.02% | +0.1% |
| 1103 | Apella Capital#1103 · 1,407 sh | 1,407 | $483.5K | — | +5.0% |
| 1104 | First Nebraska#1104 · 1,455 sh | 1,455 | $480.3K | 0.04% | +26.0% |
| 1105 | Turtle Creek Wealth Advisors#1105 · 1,454 sh | 1,454 | $480.0K | — | +0.2% |
| 1106 | Stegent Equity Advisors#1106 · 1,451 sh | 1,451 | $479.0K | — | -1.1% |
| 1107 | Belleair Asset Management#1107 · 1,447 sh | 1,447 | $477.7K | 0.40% | 0.0% |
| 1108 | Dana Investment Advisors#1108 · 1,446 sh | 1,446 | $477.4K | 0.01% | 0.0% |
| 1109 | D'Orazio & Associates#1109 · 1,443 sh | 1,443 | $476.3K | 0.06% | +1.5% |
| 1110 | Focused Wealth Management#1110 · 1,424 sh | 1,424 | $470.2K | 0.04% | +27.1% |
| 1111 | Confluence Wealth Services#1111 · 1,418 sh | 1,418 | $468.1K | 0.01% | +44.5% |
| 1112 | FLAGSHIP HARBOR ADVISORS#1112 · 1,415 sh | 1,415 | $467.0K | — | -0.1% |
| 1113 | Howard Capital Management#1113 · 1,410 sh | 1,410 | $465.5K | — | +89.5% |
| 1114 | Wellington Shields#1114 · 1,408 sh | 1,408 | $464.8K | 0.10% | 0.0% |
| 1115 | BEESE FULMER INVESTMENT MANAGEMENT#1115 · 1,407 sh | 1,407 | $464.6K | — | +16.3% |
| 1116 | ADVISORTRUST PARTNERS#1116 · 1,406 sh | 1,406 | $464.1K | 0.16% | +6.1% |
| 1117 | MCF Advisors#1117 · 1,405 sh | 1,405 | $463.9K | 0.02% | 0.0% |
| 1118 | SUCCESSION FINANCIAL#1118 · 1,402 sh | 1,402 | $462.8K | — | — |
| 1119 | MITCHELL SINKLER & STARR#1119 · 1,400 sh | 1,400 | $462.2K | — | 0.0% |
| 1120 | WOODMONT INVESTMENT COUNSEL#1120 · 1,398 sh | 1,398 | $461.5K | 0.03% | +1.4% |
| 1121 | Cypress Point Wealth Management#1121 · 1,398 sh | 1,398 | $461.5K | 0.09% | +15.3% |
| 1122 | ATTICUS WEALTH MANAGEMENT#1122 · 1,391 sh | 1,391 | $459.2K | — | +1.4% |
| 1123 | Simmons Bank#1123 · 1,391 sh | 1,391 | $459.2K | 0.03% | +3.2% |
| 1124 | Aspen Investment Management#1124 · 1,388 sh | 1,388 | $458.0K | 0.12% | 0.0% |
| 1125 | Alpine Bank Wealth Management#1125 · 1,380 sh | 1,380 | $455.6K | — | 0.0% |
| 1126 | Great Waters Wealth Management#1126 · 1,375 sh | 1,375 | $453.8K | — | -2.6% |
| 1127 | Hickory Point Bank#1127 · 1,374 sh | 1,374 | $453.6K | — | -3.2% |
| 1128 | BOSTON FAMILY OFFICE#1128 · 1,365 sh | 1,365 | $451.0K | 0.03% | -5.9% |
| 1129 | Supplemental Annuity Collective of NJ#1129 · 1,364 sh | 1,364 | $450.3K | 0.12% | -9.7% |
| 1130 | ForthRight Wealth Management#1130 · 1,362 sh | 1,362 | $449.6K | 0.12% | -3.6% |
| 1131 | NBT BANK N A#1131 · 1,358 sh | 1,358 | $448.3K | — | 0.0% |
| 1132 | Milestones Private Investment Advisors#1132 · 1,350 sh | 1,350 | $445.7K | — | 0.0% |
| 1133 | SmartHarvest Portfolios#1133 · 1,345 sh | 1,345 | $444.1K | — | +17.1% |
| 1134 | WealthPlan Investment Management#1134 · 1,339 sh | 1,339 | $442.0K | — | +1.4% |
| 1135 | Forum Financial Management#1135 · 1,334 sh | 1,334 | $440.4K | — | 0.0% |
| 1136 | Strategic Financial Services#1136 · 1,330 sh | 1,330 | $439.1K | 0.02% | 0.0% |
| 1137 | Aureus Asset Management#1137 · 1,328 sh | 1,328 | $438.4K | 0.03% | -32.7% |
| 1138 | MAINSAIL ASSET MANAGEMENT#1138 · 1,187 sh | 1,187 | $438.0K | — | New |
| 1139 | Baader Bank Aktiengesellschaft#1139 · 1,325 sh | 1,325 | $437.4K | 0.03% | -34.4% |
| 1140 | Red Door Wealth Management#1140 · 1,322 sh | 1,322 | $436.3K | 0.04% | +1.2% |
| 1141 | Fiduciary Group#1141 · 1,317 sh | 1,317 | $434.8K | 0.03% | -7.1% |
| 1142 | Beaumont Financial Advisors#1142 · 1,316 sh | 1,316 | $434.5K | — | +2.7% |
| 1143 | Somerset#1143 · 1,314 sh | 1,314 | $433.8K | — | +1.0% |
| 1144 | Colonial / SC#1144 · 1,313 sh | 1,313 | $433.6K | 0.05% | -1.5% |
| 1145 | VAN STRUM & TOWNE#1145 · 1,304 sh | 1,304 | $430.5K | 0.12% | 0.0% |
| 1146 | Oakworth Capital#1146 · 1,292 sh | 1,292 | $429.7K | — | -1.1% |
| 1147 | Onyx Bridge Wealth Group#1147 · 1,300 sh | 1,300 | $429.0K | — | +11.1% |
| 1148 | CHILDRESS CAPITAL ADVISORS#1148 · 1,295 sh | 1,295 | $427.4K | 0.07% | +2.6% |
| 1149 | Stratos Wealth Advisors#1149 · 1,294 sh | 1,294 | $427.4K | 0.02% | +1.2% |
| 1150 | 1900 WEALTH MANAGEMENT#1150 · 1,293 sh | 1,293 | $426.8K | — | +16.1% |
| 1151 | Sentinus#1151 · 1,292 sh | 1,292 | $426.5K | 0.03% | -8.0% |
| 1152 | Core Alternative Capital#1152 · 1,291 sh | 1,291 | $426.2K | 0.13% | 0.0% |
| 1153 | Wealth Architects#1153 · 1,288 sh | 1,288 | $425.2K | 0.03% | +4.0% |
| 1154 | Live Oak Private Wealth#1154 · 1,286 sh | 1,286 | $424.5K | 0.05% | 0.0% |
| 1155 | Opus Capital Group#1155 · 1,283 sh | 1,283 | $424.0K | 0.04% | -25.8% |
| 1156 | Transamerica Financial Advisors#1156 · 1,284 sh | 1,284 | $424.0K | 0.04% | -75.1% |
| 1157 | Medallion Wealth Advisors#1157 · 1,282 sh | 1,282 | $423.2K | 0.13% | +9.3% |
| 1158 | Financial Engines Advisors L.L.C.#1158 · 1,280 sh | 1,280 | $422.6K | <0.01% | +0.4% |
| 1159 | Aaron Wealth Advisors#1159 · 1,273 sh | 1,273 | $420.2K | — | -27.1% |
| 1160 | TIEMANN INVESTMENT ADVISORS#1160 · 1,270 sh | 1,270 | $419.3K | 0.15% | -11.5% |
| 1161 | WHALEROCK POINT PARTNERS#1161 · 1,265 sh | 1,265 | $417.6K | 0.07% | -10.9% |
| 1162 | NEW WAVE WEALTH ADVISORS#1162 · 1,265 sh | 1,265 | $417.6K | — | +30.8% |
| 1163 | DELTA ASSET MANAGEMENT#1163 · 1,263 sh | 1,263 | $416.9K | 0.04% | 0.0% |
| 1164 | ST GERMAIN D J#1164 · 1,261 sh | 1,261 | $416.3K | 0.01% | 0.0% |
| 1165 | CSS#1165 · 1,260 sh | 1,260 | $416.0K | 0.02% | -13.7% |
| 1166 | Keel Point#1166 · 1,258 sh | 1,258 | $415.1K | 0.02% | +12.5% |
| 1167 | Pine Valley Investments Ltd Liability#1167 · 1,256 sh | 1,256 | $414.6K | 0.02% | +3.5% |
| 1168 | Liberty Capital Management#1168 · 1,254 sh | 1,254 | $414.0K | 0.07% | — |
| 1169 | Rehmann Capital Advisory Group#1169 · 1,245 sh | 1,245 | $412.2K | 0.02% | +1.4% |
| 1170 | Nelson, Van Denburg & Campbell Wealth Management Group#1170 · 1,248 sh | 1,248 | $412.1K | — | +14.2% |
| 1171 | Livforsakringsbolaget Skandia, Omsesidigt#1171 · 1,248 sh | 1,248 | $412.0K | — | 0.0% |
| 1172 | FLORIDA FINANCIAL ADVISORS#1172 · 1,245 sh | 1,245 | $411.9K | 0.07% | +12.3% |
| 1173 | Abacus Planning Group#1173 · 1,247 sh | 1,247 | $411.7K | 0.05% | +0.4% |
| 1174 | Kera Capital Partners#1174 · 1,245 sh | 1,245 | $411.0K | 0.04% | +46.0% |
| 1175 | Private Capital Management#1175 · 1,244 sh | 1,244 | $410.7K | 0.04% | 0.0% |
| 1176 | Strategic Wealth Partners, Ltd.#1176 · 1,244 sh | 1,244 | $410.7K | 0.03% | -0.5% |
| 1177 | SAGE RHINO CAPITAL#1177 · 1,239 sh | 1,239 | $409.0K | 0.07% | +0.4% |
| 1178 | COMPASS CAPITAL /MA#1178 · 1,089 sh | 1,089 | $408.9K | 0.13% | -2.2% |
| 1179 | Allegiance Financial Group Advisory Services#1179 · 1,238 sh | 1,238 | $408.7K | 0.07% | -2.1% |
| 1180 | Santori & Peters#1180 · 1,236 sh | 1,236 | $408.1K | — | 0.0% |
| 1181 | Simplicity Wealth#1181 · 1,235 sh | 1,235 | $407.9K | — | +64.7% |
| 1182 | BLB&B Advisors#1182 · 1,233 sh | 1,233 | $407.0K | 0.01% | +1.9% |
| 1183 | PIN OAK INVESTMENT ADVISORS#1183 · 1,395 sh | 1,395 | $407.0K | 0.30% | 0.0% |
| 1184 | Windsor Capital Management#1184 · 1,228 sh | 1,228 | $405.6K | — | -16.2% |
| 1185 | One Wealth Advisors#1185 · 1,226 sh | 1,226 | $404.7K | 0.04% | 0.0% |
| 1186 | Investment Research Partners#1186 · 1,219 sh | 1,219 | $402.4K | — | +34.8% |
| 1187 | GREENUP STREET WEALTH MANAGEMENT#1187 · 1,218 sh | 1,218 | $402.0K | 0.05% | 0.0% |
| 1188 | CI INVESTMENTS#1188 · 1,214 sh | 1,214 | $400.8K | <0.01% | +3.3% |
| 1189 | Ariston Services Group#1189 · 1,212 sh | 1,212 | $400.1K | — | New |
| 1190 | WEALTH EFFECTS#1190 · 1,209 sh | 1,209 | $399.3K | — | 0.0% |
| 1191 | Plancorp#1191 · 1,169 sh | 1,169 | $399.2K | <0.01% | -14.4% |
| 1192 | L2 Asset Management#1192 · 1,209 sh | 1,209 | $399.1K | 0.04% | +3.4% |
| 1193 | C M BIDWELL & ASSOCIATES LTD#1193 · 1,208 sh | 1,208 | $398.8K | 0.16% | +15.2% |
| 1194 | WILLNER & HELLER#1194 · 1,206 sh | 1,206 | $398.1K | 0.25% | +2.7% |
| 1195 | MEANS INVESTMENT#1195 · 1,202 sh | 1,202 | $396.8K | 0.03% | +0.1% |
| 1196 | Syverson Strege#1196 · 1,200 sh | 1,200 | $396.1K | 0.09% | -3.1% |
| 1197 | Enhancing Capital#1197 · 1,200 sh | 1,200 | $396.1K | — | 0.0% |
| 1198 | BUILDER INVESTMENT GROUP#1198 · 1,200 sh | 1,200 | $396.1K | — | 0.0% |
| 1199 | S-Bank Fund Management Ltd#1199 · 1,196 sh | 1,196 | $394.8K | 0.05% | New |
| 1200 | JFS WEALTH ADVISORS#1200 · 1,192 sh | 1,192 | $393.5K | 0.02% | +0.3% |
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.