Guru Ownership Trend
Guru Analysis for The Travelers Companies, Inc. (TRV)
The Travelers Companies, Inc. (TRV), a key player in the Financials sector, continues to attract institutional attention.
As of Q2 2026, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.2 B.
Top institutional holders include Cliff Asness and Mairs and Power.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $124.59 M net inflow during the quarter.
Recent activity highlights Ray Dalio who increased their stake by 41.6%. Conversely, Joel Greenblatt reduced exposure by 12.3%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for The Travelers Companies, Inc. (TRV)
Major holders include Cliff Asness ($936.83 M), Mairs and Power ($51.66 M), Joel Greenblatt ($26.94 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 3.24 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $124.59 M, with 6 managers increasing positions and 6 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 3 fully exited TRV. The total reported sell value was $12.37 M.
Yes, 0 managers opened new positions in TRV, and 6 increased their existing holdings. The total reported buy value was $136.96 M.
