# TRAVELERS COMPANIES INC (TRV)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/TRV/

- Reporting holders: 81
- Reported value: $107.6M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [BENEDICT FINANCIAL ADVISORS INC](https://holderbook.com/funds/711089-benedict-financial-advisors-inc/) | $12.3M | 34,508 | 2.4% | 32 |
| [KWMG, LLC](https://holderbook.com/funds/1633024-kwmg-llc/) | $10.2M | 28,617 | 0.7% | 9 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $6.6M | 18,457 | 0.1% | 32 |
| [VALLEY WEALTH MANAGERS, INC.](https://holderbook.com/funds/924166-valley-wealth-managers-inc/) | $6.0M | 16,931 | 0.3% | 32 |
| [Applied Capital LLC/FL](https://holderbook.com/funds/1965393-applied-capital-llc-fl/) | $5.4M | 15,070 | 2.1% | 16 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $4.9M | 13,831 | 0.2% | 12 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $4.9M | 13,785 | 0.0% | 16 |
| [Lincoln Capital LLC](https://holderbook.com/funds/1633862-lincoln-capital-llc/) | $4.0M | 11,201 | 0.7% | 32 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $3.8M | 10,546 | 0.2% | 32 |
| [ALKEME WEALTH, LLC](https://holderbook.com/funds/1752045-alkeme-wealth-llc/) | $3.7M | 10,444 | 1.4% | 32 |
| [Monument Capital Management](https://holderbook.com/funds/1729428-monument-capital-management/) | $3.1M | 8,648 | 0.6% | 12 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $2.9M | 8,190 | 0.1% | 9 |
| [Bank & Trust Co](https://holderbook.com/funds/2026082-bank-trust-co/) | $2.8M | 7,863 | 1.8% | 10 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $2.7M | 7,693 | 0.1% | 24 |
| [CANANDAIGUA NATIONAL BANK & TRUST CO](https://holderbook.com/funds/1074266-canandaigua-national-bank-trust-co/) | $2.6M | 7,362 | 0.2% | 20 |
| [Bank of New Hampshire](https://holderbook.com/funds/1870761-bank-of-new-hampshire/) | $2.1M | 5,871 | 0.5% | 22 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $2.0M | 5,691 | 0.1% | 25 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $1.8M | 4,901 | 0.0% | 16 |
| [Bullock Wealth Management Group](https://holderbook.com/funds/2067581-bullock-wealth-management-group/) | $1.7M | 4,680 | 0.7% | 11 |
| [RFG - Bristol Wealth Advisors, LLC](https://holderbook.com/funds/2055104-rfg-bristol-wealth-advisors-llc/) | $1.6M | 4,534 | 0.4% | 8 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $1.6M | 4,456 | 0.0% | 32 |
| [Retireful, LLC](https://holderbook.com/funds/1919176-retireful-llc/) | $1.5M | 4,203 | 1.3% | 1 |
| [MOODY NATIONAL BANK TRUST DIVISION](https://holderbook.com/funds/1092903-moody-national-bank-trust-division/) | $1.5M | 4,194 | 0.1% | 32 |
| [Barden Capital Management, Inc.](https://holderbook.com/funds/1906798-barden-capital-management-inc/) | $1.2M | 3,394 | 1.1% | 8 |
| [Parrish Capital LLC](https://holderbook.com/funds/2131053-parrish-capital-llc/) | $1.2M | 3,234 | 1.1% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 81 | $107.6M |
| Q2 2026 | 1,863 | $68.7B |
| Q1 2026 | 1,800 | $52.6B |
| Q4 2025 | 1,783 | $54.4B |
| Q3 2025 | 1,674 | $54.4B |
| Q2 2025 | 1,642 | $51.2B |
| Q1 2025 | 1,650 | $50.1B |
| Q4 2024 | 1,586 | $46.5B |
| Q3 2024 | 1,472 | $47.0B |
| Q2 2024 | 1,416 | $41.7B |
| Q1 2024 | 1,449 | $48.5B |
| Q4 2023 | 1,332 | $38.6B |