The Travelers Companies (TRV)
What changed in recent filings
- Institutions — 3 new · 1 added13F · as of end of 2026 Q2
What changed in recent SEC filings — factual, not a buy/sell recommendation.
Institutions holding The Travelers Companies
How many of the institutions we track reported holding this stock, quarter by quarter.
2019 Q1: 3 → 2026 Q2: 5 institutions
Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.
Which institutions hold The Travelers Companies
Institutions we track that reported holding this stock in their most recent 13F.
- Dodge & Cox0.02% of portfolio · held as of 2019 Q1 or earlier
- Bridgewater Associates0.05% of portfolio · since 2021 Q4
- National Pension Service (Korea)0.17% of portfolio · held as of 2026 Q2 or earlier
- GQG Partners1.47% of portfolio · held as of 2026 Q2 or earlier
- Caisse de depot (Quebec)0.19% of portfolio · held as of 2026 Q2 or earlier
Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.
Company overview
Travelers offers a broad product range and participates in both commercial and personal insurance lines. Its commercial operations offer a variety of coverage types for companies of any size but concentrate on serving midsize businesses. Its personal lines are roughly evenly split between auto and homeowners insurance.
What is the Insurance sector?
Life, property, and reinsurance. Benefits from rising rates and premium increases.
The Travelers Companies is classified under the Insurance sector. See peers below.
The Travelers Companies key financials
Based on SEC filings · as of Jun 30, 2026
Tap a metric name to see its meaning in the glossary.
The Travelers Companies vs Insurance sector benchmark
Median of 11 representative sector stocks · SEC filings · factual comparison (not advice)
A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.
TRV segment revenue mix trend
Quarterly change in segment revenue share · verified from SEC filings
TRV on Stocklore
- Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
- Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
- 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
- Sector-relative metrics — Valuation and growth compared with the Insurance average
TRV FAQ
What is The Travelers Companies (TRV)?
Travelers offers a broad product range and participates in both commercial and personal insurance lines. Its commercial operations offer a variety of coverage types for companies of any size but concentrate on serving midsize businesses. Its personal lines are roughly evenly split between auto and homeowners insurance.
What sector is The Travelers Companies in?
The Travelers Companies is classified under Insurance. Life, property, and reinsurance. Benefits from rising rates and premium increases.
What are The Travelers Companies's key financials?
As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 2.4%, Operating margin 7.6%, Net margin 17.0%, ROE 19.1%. Definitions and interpretation are available on Stocklore.
Where can I analyze The Travelers Companies (TRV) stock?
On Stocklore you can see TRV's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.
Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.