TRAVELERS COMPANIES, INC. (TRV) — Institutional Holders, Q2 2026 (page 9)
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 801 to 900. 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 801–900 of 1,872
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 801 | 1 NORTH WEALTH SERVICES#801 · 3,279 sh | 3,279 | $1.1M | 0.35% | -5.3% |
| 802 | AR ASSET MANAGEMENT#802 · 3,264 sh | 3,264 | $1.1M | 0.20% | 0.0% |
| 803 | LVM CAPITAL MANAGEMENT LTD#803 · 3,251 sh | 3,251 | $1.1M | — | 0.0% |
| 804 | BURNS J W#804 · 3,249 sh | 3,249 | $1.1M | — | -0.3% |
| 805 | Mount Lucas Management#805 · 3,218 sh | 3,218 | $1.1M | 0.38% | +2.6% |
| 806 | Quad-Cities Investment Group#806 · 3,211 sh | 3,211 | $1.1M | — | -0.2% |
| 807 | PCM Encore#807 · 3,192 sh | 3,192 | $1.1M | 0.19% | -0.3% |
| 808 | Strategic Advisors#808 · 3,192 sh | 3,192 | $1.1M | — | -0.1% |
| 809 | LVW Advisors#809 · 3,175 sh | 3,175 | $1.0M | — | +0.8% |
| 810 | VestGen Advisors#810 · 3,170 sh | 3,170 | $1.0M | 0.03% | +3.3% |
| 811 | Frank, Rimerman Advisors#811 · 3,170 sh | 3,170 | $1.0M | — | +2.0% |
| 812 | JT Stratford#812 · 3,168 sh | 3,168 | $1.0M | 0.11% | -57.1% |
| 813 | Roehl & Yi Investment Advisors#813 · 3,163 sh | 3,163 | $1.0M | 0.34% | +0.1% |
| 814 | ABNER HERRMAN & BROCK#814 · 3,163 sh | 3,163 | $1.0M | — | -18.6% |
| 815 | Pure Financial Advisors#815 · 3,158 sh | 3,158 | $1.0M | 0.01% | +8.2% |
| 816 | Marble Wealth#816 · 3,150 sh | 3,150 | $1.0M | 0.16% | +0.3% |
| 817 | ATLAS CAPITAL ADVISORS#817 · 3,145 sh | 3,145 | $1.0M | 0.11% | -2.4% |
| 818 | TCG Advisory Services#818 · 3,132 sh | 3,132 | $1.0M | 0.02% | +8.6% |
| 819 | Premier Path Wealth Partners#819 · 3,132 sh | 3,132 | $1.0M | — | +3.1% |
| 820 | SNS Financial Group#820 · 3,123 sh | 3,123 | $1.0M | 0.02% | New |
| 821 | Rathbones Group PLC#821 · 3,111 sh | 3,111 | $1.0M | <0.01% | +127.7% |
| 822 | Optimize Financial#822 · 3,100 sh | 3,100 | $1.0M | 0.18% | +99.4% |
| 823 | OpenArc Corporate Advisory#823 · 3,076 sh | 3,076 | $1.0M | — | +36.2% |
| 824 | EVERGREEN CAPITAL MANAGEMENT#824 · 3,074 sh | 3,074 | $1.0M | — | -7.9% |
| 825 | Prime Capital Investment Advisors#825 · 3,069 sh | 3,069 | $1.0M | — | +2.6% |
| 826 | Fidelis Capital Partners#826 · 3,065 sh | 3,065 | $1.0M | 0.06% | +0.1% |
| 827 | WADDELL & ASSOCIATES#827 · 3,059 sh | 3,059 | $1.0M | 0.05% | +10.3% |
| 828 | Checchi Capital Advisers#828 · 3,041 sh | 3,041 | $1.0M | 0.05% | -0.2% |
| 829 | CHICAGO NA#829 · 3,041 sh | 3,041 | $1.0M | 0.15% | +1.9% |
| 830 | Evernest Financial Advisors#830 · 3,037 sh | 3,037 | $1.0M | 0.21% | +1.6% |
| 831 | World Investment Advisors#831 · 3,429 sh | 3,429 | $1.0M | 0.02% | -29.2% |
| 832 | SouthState Bank#832 · 3,018 sh | 3,018 | $996.3K | 0.04% | +40.4% |
| 833 | Pinnacle Bancorp#833 · 3,008 sh | 3,008 | $993.0K | — | 0.0% |
| 834 | Valtrion Capital Management#834 · 3,008 sh | 3,008 | $992.9K | 0.74% | +3.2% |
| 835 | Clear Harbor Asset Management#835 · 2,989 sh | 2,989 | $986.7K | 0.06% | -1.2% |
| 836 | denkapparat Operations GmbH#836 · 2,962 sh | 2,962 | $977.8K | 0.32% | 0.0% |
| 837 | Wilson & Boucher Capital Management#837 · 2,938 sh | 2,938 | $969.9K | 0.57% | -4.9% |
| 838 | WEDBUSH SECURITIES#838 · 2,935 sh | 2,935 | $969.0K | — | +15.9% |
| 839 | Crestwood Advisors Group#839 · 2,928 sh | 2,928 | $966.6K | 0.01% | +14.9% |
| 840 | CAMDEN NATIONAL BANK#840 · 2,928 sh | 2,928 | $966.6K | 0.13% | 0.0% |
| 841 | Berkeley Capital Partners#841 · 2,921 sh | 2,921 | $964.3K | 0.20% | +2.9% |
| 842 | Integrated Advisors Network#842 · 2,918 sh | 2,918 | $963.4K | — | +0.4% |
| 843 | IBEX WEALTH ADVISORS#843 · 2,906 sh | 2,906 | $959.4K | 0.08% | -0.9% |
| 844 | MITCHELL & PAHL PRIVATE WEALTH#844 · 2,904 sh | 2,904 | $958.7K | — | -1.5% |
| 845 | West Family Investments#845 · 2,901 sh | 2,901 | $957.7K | 0.28% | +84.9% |
| 846 | FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT#846 · 2,899 sh | 2,899 | $957.0K | — | 0.0% |
| 847 | SCOTIA CAPITAL#847 · 2,892 sh | 2,892 | $954.7K | <0.01% | +65.2% |
| 848 | MONECO Advisors#848 · 2,886 sh | 2,886 | $952.9K | 0.06% | +7.4% |
| 849 | High Note Wealth#849 · 2,873 sh | 2,873 | $948.4K | 0.16% | -0.8% |
| 850 | Empower Advisory Group#850 · 2,871 sh | 2,871 | $947.7K | <0.01% | +1.2% |
| 851 | BANK OF STOCKTON#851 · 2,861 sh | 2,861 | $944.5K | — | 0.0% |
| 852 | Biltmore Family Office#852 · 2,848 sh | 2,848 | $940.2K | 0.12% | +1.6% |
| 853 | LEDERER & ASSOCIATES INVESTMENT COUNSEL#853 · 2,846 sh | 2,846 | $940.0K | — | -4.9% |
| 854 | TRANSCEND WEALTH COLLECTIVE#854 · 2,826 sh | 2,826 | $932.8K | 0.06% | +14.3% |
| 855 | Indivisible Partners#855 · 2,825 sh | 2,825 | $932.6K | — | +20.0% |
| 856 | Boston Walden#856 · 2,819 sh | 2,819 | $930.6K | <0.01% | 0.0% |
| 857 | DAVIS R M#857 · 2,815 sh | 2,815 | $929.3K | 0.01% | -5.0% |
| 858 | GSA CAPITAL PARTNERS LLP#858 · 2,810 sh | 2,810 | $928.0K | 0.06% | New |
| 859 | Anchor Investment Management#859 · 2,776 sh | 2,776 | $916.4K | 0.07% | +7.7% |
| 860 | WESTWOOD GROUP#860 · 2,751 sh | 2,751 | $908.2K | <0.01% | New |
| 861 | GREAT VALLEY ADVISOR GROUP#861 · 2,747 sh | 2,747 | $906.7K | 0.01% | 0.0% |
| 862 | NLB Skladi, upravljanje premozenja, d.o.o.#862 · 2,729 sh | 2,729 | $900.9K | — | -6.3% |
| 863 | CENTRAL#863 · 2,716 sh | 2,716 | $896.6K | 0.02% | -0.8% |
| 864 | BRAVE ASSET MANAGEMENT#864 · 2,710 sh | 2,710 | $894.6K | 0.19% | 0.0% |
| 865 | Baker Ellis Asset Management#865 · 2,700 sh | 2,700 | $891.3K | — | 0.0% |
| 866 | GC Wealth Management RIA#866 · 2,699 sh | 2,699 | $891.0K | 0.05% | -5.0% |
| 867 | EASTERN BANK#867 · 2,696 sh | 2,696 | $890.0K | — | -3.7% |
| 868 | IKE Capital#868 · 2,689 sh | 2,689 | $887.7K | 0.47% | -7.7% |
| 869 | GRIMES & WEALTH MANAGEMENT#869 · 2,675 sh | 2,675 | $883.2K | 0.02% | +4.5% |
| 870 | MONEY CONCEPTS CAPITAL#870 · 2,658 sh | 2,658 | $877.5K | 0.04% | New |
| 871 | Aries Wealth Management#871 · 2,658 sh | 2,658 | $877.5K | — | 0.0% |
| 872 | Inlet Private Wealth#872 · 2,651 sh | 2,651 | $875.3K | — | 0.0% |
| 873 | PARK NATIONAL#873 · 2,638 sh | 2,638 | $870.9K | — | 0.0% |
| 874 | Interchange Capital Partners#874 · 2,629 sh | 2,629 | $867.9K | 0.16% | +6.9% |
| 875 | OLD NATIONAL BANCORP#875 · 2,628 sh | 2,628 | $867.6K | — | -35.6% |
| 876 | GROUPAMA ASSET MANAGMENT#876 · 2,622 sh | 2,622 | $866.5K | 0.01% | +0.3% |
| 877 | WELCH & FORBES#877 · 2,623 sh | 2,623 | $865.9K | 0.01% | +0.5% |
| 878 | GUARDIAN WEALTH ADVISORS, / NC#878 · 2,621 sh | 2,621 | $865.2K | 0.05% | +0.5% |
| 879 | BAKER TILLY WEALTH MANAGEMENT#879 · 2,620 sh | 2,620 | $864.8K | — | -3.2% |
| 880 | Mechanics Bank Department#880 · 2,616 sh | 2,616 | $863.6K | — | +13.7% |
| 881 | ASSOCIATED BANC#881 · 2,608 sh | 2,608 | $861.0K | 0.02% | -2.8% |
| 882 | B. Riley Wealth Advisors#882 · 2,586 sh | 2,586 | $858.2K | — | +4.5% |
| 883 | FRANKLIN STREET ADVISORS#883 · 2,586 sh | 2,586 | $853.7K | — | +7.1% |
| 884 | Empirical Asset Management#884 · 2,563 sh | 2,563 | $846.1K | 0.19% | -1.3% |
| 885 | SkyOak Wealth#885 · 2,553 sh | 2,553 | $842.8K | 0.14% | 0.0% |
| 886 | Legacy Financial Group#886 · 2,551 sh | 2,551 | $842.1K | 0.09% | +0.2% |
| 887 | Stiles Financial Services#887 · 2,549 sh | 2,549 | $841.3K | 0.21% | -0.1% |
| 888 | Bridgewater Advisors#888 · 2,250 sh | 2,250 | $841.1K | 0.05% | +1.2% |
| 889 | Measured Wealth Private Client Group#889 · 2,524 sh | 2,524 | $833.2K | 0.20% | +8.2% |
| 890 | BALDWIN WEALTH PARTNERS#890 · 2,517 sh | 2,517 | $830.9K | — | -0.7% |
| 891 | Summit Global Investments#891 · 2,511 sh | 2,511 | $829.0K | 0.05% | -65.5% |
| 892 | BEACON INVESTMENT ADVISORS#892 · 2,507 sh | 2,507 | $827.8K | 0.26% | 0.0% |
| 893 | Edgestream Partners, L.P.#893 · 2,491 sh | 2,491 | $822.3K | 0.02% | New |
| 894 | HAMEL ASSOCIATES#894 · 2,478 sh | 2,478 | $818.0K | 0.23% | +7.1% |
| 895 | Aprio Wealth Management#895 · 2,473 sh | 2,473 | $816.5K | 0.04% | +9.2% |
| 896 | REXFORD CAPITAL#896 · 2,468 sh | 2,468 | $814.7K | 0.50% | +2.7% |
| 897 | ORRSTOWN FINANCIAL SERVICES#897 · 2,459 sh | 2,459 | $811.8K | — | -2.1% |
| 898 | River Wealth Advisors#898 · 2,459 sh | 2,459 | $811.6K | 0.08% | -0.2% |
| 899 | Harbour Capital Advisors#899 · 2,390 sh | 2,390 | $810.0K | — | 0.0% |
| 900 | Berger Financial Group#900 · 2,450 sh | 2,450 | $808.7K | 0.04% | -4.0% |
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.