TRAVELERS COMPANIES, INC. (TRV) — Institutional Holders, Q2 2026 (page 13)
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 1,201 to 1,300. 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 1,201–1,300 of 1,872
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1201 | EARNEST PARTNERS#1201 · 1,191 sh | 1,191 | $393.2K | <0.01% | +3.1% |
| 1202 | Bridgewealth Advisory Group#1202 · 1,190 sh | 1,190 | $392.9K | 0.07% | +0.3% |
| 1203 | MAGNOLIA CAPITAL ADVISORS#1203 · 1,185 sh | 1,185 | $391.1K | 0.07% | New |
| 1204 | Mission Creek Capital Partners#1204 · 1,183 sh | 1,183 | $390.4K | 0.07% | +34.0% |
| 1205 | 3Chopt Investment Partners#1205 · 1,177 sh | 1,177 | $388.6K | 0.07% | +5.8% |
| 1206 | Sanchez Levi Garrett#1206 · 1,177 sh | 1,177 | $388.4K | 0.21% | +1.3% |
| 1207 | Northwest Quadrant Wealth Management#1207 · 1,176 sh | 1,176 | $388.1K | 0.07% | +0.3% |
| 1208 | ADVISORS MANAGEMENT GROUP#1208 · 1,178 sh | 1,178 | $388.0K | 0.06% | 0.0% |
| 1209 | Optas#1209 · 1,175 sh | 1,175 | $387.9K | 0.05% | +14.6% |
| 1210 | Slocum, Gordon & LLP#1210 · 1,175 sh | 1,175 | $387.9K | — | New |
| 1211 | Charles Schwab#1211 · 1,170 sh | 1,170 | $386.2K | — | +14.9% |
| 1212 | CALDWELL SUTTER CAPITAL#1212 · 1,168 sh | 1,168 | $385.4K | 0.15% | -0.4% |
| 1213 | Accurate Wealth Management#1213 · 1,136 sh | 1,136 | $385.0K | — | +0.8% |
| 1214 | Bison Wealth#1214 · 1,131 sh | 1,131 | $383.6K | — | -8.9% |
| 1215 | WEALTHSPAN PARTNERS#1215 · 1,161 sh | 1,161 | $383.3K | 0.12% | 0.0% |
| 1216 | Csenge Advisory Group#1216 · 1,161 sh | 1,161 | $383.2K | 0.02% | -13.5% |
| 1217 | FLAGSHIP WEALTH ADVISORS#1217 · 1,154 sh | 1,154 | $381.0K | 0.09% | +1.2% |
| 1218 | Versant Capital Management#1218 · 1,151 sh | 1,151 | $380.0K | — | +57.2% |
| 1219 | MKT Advisors#1219 · 1,104 sh | 1,104 | $379.5K | — | -4.7% |
| 1220 | BAYBAN#1220 · 1,146 sh | 1,146 | $378.3K | 0.29% | -1.5% |
| 1221 | NOVEM GROUP#1221 · 1,144 sh | 1,144 | $377.7K | — | -1.9% |
| 1222 | KELLY FINANCIAL GROUP#1222 · 1,148 sh | 1,148 | $377.4K | — | +20.1% |
| 1223 | Keystone Financial Group#1223 · 1,139 sh | 1,139 | $376.0K | — | +0.3% |
| 1224 | Larry Mathis Financial Planning#1224 · 1,138 sh | 1,138 | $375.7K | — | +1.2% |
| 1225 | RFG Advisory#1225 · 1,131 sh | 1,131 | $373.5K | <0.01% | +15.4% |
| 1226 | MFA Wealth Services#1226 · 1,117 sh | 1,117 | $368.6K | — | +0.4% |
| 1227 | DEARBORN PARTNERS#1227 · 1,263 sh | 1,263 | $368.5K | 0.02% | 0.0% |
| 1228 | Capital Management Associates#1228 · 1,114 sh | 1,114 | $367.8K | — | New |
| 1229 | ZACKS INVESTMENT MANAGEMENT#1229 · 1,112 sh | 1,112 | $367.2K | <0.01% | -5.9% |
| 1230 | MARINO, STRAM & ASSOCIATES#1230 · 1,109 sh | 1,109 | $366.2K | — | -1.3% |
| 1231 | Marietta Wealth Management#1231 · 1,105 sh | 1,105 | $364.8K | — | +10.0% |
| 1232 | FARMERS & MERCHANTS INVESTMENTS#1232 · 1,103 sh | 1,103 | $364.1K | — | -0.5% |
| 1233 | Sippican Capital Advisors#1233 · 1,100 sh | 1,100 | $363.1K | — | -2.2% |
| 1234 | WESTCO ADVISORY SERVICES#1234 · 1,100 sh | 1,100 | $363.1K | — | -0.8% |
| 1235 | Quent Capital#1235 · 1,098 sh | 1,098 | $362.5K | 0.02% | -3.2% |
| 1236 | Abel Hall#1236 · 1,098 sh | 1,098 | $362.5K | — | +20.0% |
| 1237 | Facet Wealth#1237 · 1,094 sh | 1,094 | $361.2K | <0.01% | +23.5% |
| 1238 | Centennial Bank#1238 · 1,091 sh | 1,091 | $360.2K | 0.12% | 0.0% |
| 1239 | Integrity Advisory Solutions#1239 · 1,085 sh | 1,085 | $358.4K | 0.04% | New |
| 1240 | McKinley Carter Wealth Services#1240 · 1,084 sh | 1,084 | $357.9K | — | 0.0% |
| 1241 | Avail Investment Partners#1241 · 1,084 sh | 1,084 | $357.9K | — | New |
| 1242 | StoneX Group#1242 · 1,089 sh | 1,089 | $357.5K | 0.01% | +10.7% |
| 1243 | Five Oceans Advisors#1243 · 1,082 sh | 1,082 | $357.2K | — | -0.6% |
| 1244 | XXI WEALTH#1244 · 1,082 sh | 1,082 | $357.2K | — | +2.2% |
| 1245 | Caldwell#1245 · 1,079 sh | 1,079 | $356.2K | 0.03% | -7.1% |
| 1246 | Bull Oak Capital#1246 · 1,078 sh | 1,078 | $355.9K | — | 0.0% |
| 1247 | McLean Asset Management#1247 · 950 sh | 950 | $355.6K | 0.05% | -0.7% |
| 1248 | Breakwater Capital Group#1248 · 1,077 sh | 1,077 | $355.5K | — | -11.4% |
| 1249 | Fragasso Group#1249 · 1,077 sh | 1,077 | $355.4K | — | New |
| 1250 | Farmers & Merchants of Long Beach#1250 · 1,067 sh | 1,067 | $352.2K | — | +4.7% |
| 1251 | CRA Financial Services#1251 · 1,066 sh | 1,066 | $351.9K | — | -0.2% |
| 1252 | Key FInancial#1252 · 1,065 sh | 1,065 | $351.6K | 0.06% | 0.0% |
| 1253 | Ellsworth Advisors#1253 · 1,066 sh | 1,066 | $350.8K | — | New |
| 1254 | Purkiss Capital Advisors#1254 · 1,060 sh | 1,060 | $349.9K | 0.13% | New |
| 1255 | Cornerstone Advisory#1255 · 1,059 sh | 1,059 | $349.4K | 0.03% | -4.6% |
| 1256 | SVB WEALTH#1256 · 1,056 sh | 1,056 | $348.6K | 0.02% | -5.6% |
| 1257 | Sageworth#1257 · 1,056 sh | 1,056 | $348.6K | 0.01% | +5.8% |
| 1258 | Quarry#1258 · 1,055 sh | 1,055 | $348.3K | 0.03% | +8.7% |
| 1259 | HCR Wealth Advisors#1259 · 1,043 sh | 1,043 | $344.3K | — | -1.3% |
| 1260 | Quantum Financial Advisors#1260 · 1,042 sh | 1,042 | $344.0K | 0.03% | -2.1% |
| 1261 | Community Financial Services Group#1261 · 1,027 sh | 1,027 | $343.7K | — | -3.6% |
| 1262 | Manchester Capital Management#1262 · 1,039 sh | 1,039 | $343.0K | — | +2.4% |
| 1263 | LMR Partners LLP#1263 · 1,037 sh | 1,037 | $342.3K | <0.01% | New |
| 1264 | Citizens National Bank Department#1264 · 1,034 sh | 1,034 | $341.3K | 0.05% | 0.0% |
| 1265 | BankPlus Department#1265 · 1,034 sh | 1,034 | $341.3K | 0.08% | +4.2% |
| 1266 | Westmount Partners#1266 · 1,033 sh | 1,033 | $341.1K | 0.07% | +18.9% |
| 1267 | GWN SECURITIES#1267 · 1,033 sh | 1,033 | $341.0K | 0.06% | -4.0% |
| 1268 | Vermillion Wealth Management#1268 · 1,031 sh | 1,031 | $340.3K | — | -1.3% |
| 1269 | Valmark Advisers#1269 · 1,026 sh | 1,026 | $338.7K | <0.01% | 0.0% |
| 1270 | Shulman DeMeo Asset Management#1270 · 1,025 sh | 1,025 | $338.3K | — | +0.1% |
| 1271 | TMB Capital Partners#1271 · 1,022 sh | 1,022 | $337.4K | — | 0.0% |
| 1272 | Dunhill Financial#1272 · 1,021 sh | 1,021 | $337.1K | 0.07% | 0.0% |
| 1273 | CARY STREET PARTNERS INVESTMENT ADVISORY#1273 · 1,021 sh | 1,021 | $337.1K | 0.07% | -1.9% |
| 1274 | Winning Points Advisors#1274 · 1,021 sh | 1,021 | $337.1K | 0.44% | 0.0% |
| 1275 | Resonant Capital Advisors#1275 · 1,021 sh | 1,021 | $337.1K | — | -3.0% |
| 1276 | Meridian Wealth Management#1276 · 1,018 sh | 1,018 | $335.9K | 0.01% | -1.6% |
| 1277 | Caerus Investment Advisors#1277 · 1,016 sh | 1,016 | $335.4K | 0.11% | +12.9% |
| 1278 | PHILLIPS FINANCIAL MANAGEMENT#1278 · 1,015 sh | 1,015 | $335.1K | — | -0.9% |
| 1279 | Crews Bank#1279 · 1,014 sh | 1,014 | $334.7K | 0.04% | 0.0% |
| 1280 | Vision Capital Management#1280 · 1,013 sh | 1,013 | $334.4K | — | 0.0% |
| 1281 | Dynamic Wealth Strategies#1281 · 1,007 sh | 1,007 | $332.4K | — | -3.2% |
| 1282 | United Advisor Group#1282 · 1,006 sh | 1,006 | $332.0K | 0.04% | +5.0% |
| 1283 | Templeton & Phillips Capital Management#1283 · 1,005 sh | 1,005 | $331.8K | 0.24% | 0.0% |
| 1284 | KNIGHTSBRIDGE ASSET MANAGEMENT#1284 · 1,143 sh | 1,143 | $331.6K | 0.05% | -35.4% |
| 1285 | Oslo Pensjonsforsikring AS#1285 · 1,004 sh | 1,004 | $331.4K | — | 0.0% |
| 1286 | Sovereign Financial Group#1286 · 1,004 sh | 1,004 | $331.4K | 0.05% | -0.1% |
| 1287 | Global Strategic Investment Solutions#1287 · 1,000 sh | 1,000 | $330.1K | — | +0.7% |
| 1288 | Legacy#1288 · 1,000 sh | 1,000 | $330.1K | 0.06% | 0.0% |
| 1289 | Red Wave Investments#1289 · 1,000 sh | 1,000 | $330.1K | 0.08% | 0.0% |
| 1290 | Mill Capital Management#1290 · 1,000 sh | 1,000 | $330.1K | — | 0.0% |
| 1291 | CrossGen Wealth#1291 · 1,000 sh | 1,000 | $330.1K | 0.26% | 0.0% |
| 1292 | ANGELES WEALTH MANAGEMENT#1292 · 996 sh | 996 | $328.8K | — | +2.3% |
| 1293 | Financial Council#1293 · 994 sh | 994 | $328.1K | 0.11% | 0.0% |
| 1294 | Naviter Wealth#1294 · 993 sh | 993 | $327.8K | 0.03% | +10.9% |
| 1295 | SFMG#1295 · 993 sh | 993 | $327.8K | 0.02% | +1.2% |
| 1296 | SAWGRASS ASSET MANAGEMENT#1296 · 992 sh | 992 | $327.5K | 0.04% | 0.0% |
| 1297 | Magnus Financial Group#1297 · 992 sh | 992 | $327.4K | — | +0.4% |
| 1298 | EARNED WEALTH ADVISORS#1298 · 991 sh | 991 | $327.2K | 0.02% | -51.3% |
| 1299 | Legacy Edge Advisors#1299 · 989 sh | 989 | $326.5K | 0.03% | +3.1% |
| 1300 | Gateway Wealth Partners#1300 · 988 sh | 988 | $326.0K | 0.02% | -12.2% |
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.