TRAVELERS COMPANIES, INC. (TRV)

Super-investor holdings · 2026 Q2

Source: SEC Form 13F filings for the quarter ended Jun 30, 2026. Change labels compare each fund’s 2026 Q2 filing with its previous filing. 13F filings cover long positions only and arrive up to 45 days after quarter-end. Fund counts here aggregate every share class mapped to this ticker; research headlines cite filer counts as they stood at publication, so a count here can differ from a headline by a holder (see Methodology, "How holder counts are counted").

Exited this quarter: Maverick Capital.

All institutions · Form 13F

Source: SEC Form 13F data sets — every filer's latest report for the quarter ended Jun 30, 2026, not just the tracked funds above; changes compare with the quarter ended Mar 31, 2026. Share counts and values are summed as reported in the filings (a small number of filers report values in thousands of dollars, so value totals are as-filed sums).

Company fundamentals

Source: SEC EDGAR company filings (submissions and company facts), collected Oct 7, 2026. Shares outstanding as reported Jul 10, 2026.

Short interest

Shares short at recent settlements — Jun 30, 2026: 7.9M · Jul 15, 2026: 6.6M · Jul 31, 2026: 7.4M · Aug 14, 2026: 5.8M · Aug 31, 2026: 5.7M · Sep 15, 2026: 6.2M.

Source: FINRA Equity Short Interest (biweekly settlement data). Shares outstanding from SEC filings as of Jul 10, 2026.

Insider trading · Form 4

0 insiders bought on the open market in the last 90 days (0 purchases, $0), against 13 sales by 9 insiders ($23.5M).

Source: SEC Form 4 filings, as of Oct 14, 2026. Open-market transactions only.

Politician trading · U.S. Congress

0 members of Congress reported buying (0 purchases vs 1 sale).

Source: U.S. House Clerk and U.S. Senate eFD STOCK Act periodic transaction reports, as of Oct 3, 2026. Reported amounts are ranges, and reports can arrive up to 45 days after the trade.

Screens & lenses

Financial Screens

· Growth — Revenue up every year for 5 straight years

· Lynch PEG — Cheap against its growth rate

· Dividend Growth — Dividends raised for more than 10 years

· Neff Total Return Ratio — Growth plus dividends divided by P/E is high

· Earnings Quality (Cash Conversion) — Profits that actually come back as cash

· Shareholder Yield — Cash returned through dividends and buybacks

· Earnings Stability — Small earnings swings and almost no loss years

Chart Signals

· Monthly Uptrend — Price above its 12-month moving average

· Top Relative Strength — Top 20% of the universe by 6-month return

Key figures

· Growth — Latest revenue: $48.8B · 5-yr revenue CAGR: 8.8% · Straight growth years: 10

· Lynch PEG — P/E: 13.15 · 5-yr EPS growth: 21.1% · PEG: 0.62

· Dividend Growth — Dividend per share: 2.83 · Dividend yield: 0.8% · Straight dividend years: 6 · 10-yr dividend growth: —

· Neff Total Return Ratio — EPS growth: 21.1% · Dividend yield: 0.8% · P/E: 13.15 · Neff ratio: 1.67

· Earnings Quality (Cash Conversion) — Cash conversion (3-yr avg): 2.03 · Operating cash flow: $10.6B · Net income: $6.3B

· Shareholder Yield — Shareholder yield: 4.9% · of which dividends: 1.2% · of which buybacks: 3.7%

· Earnings Stability — Earnings variation (CV): 0.37 · Loss years (of 10): 0 · Latest net income: $6.3B

Financial screens are computed from SEC company financial statements; red-flag models are screens, not verdicts — see Methodology.

Signal record

Measured from SEC 13F filings: entry at the close on the first trading day after each quarter’s filing deadline, exit one quarter later on the same rule, dividend-adjusted closes. Past records do not guarantee future results — see Track Record and Methodology.

Related stocks

Also held by the tracked funds that hold TRV: MICROSOFT CORP (MSFT) · BERKSHIRE HATHAWAY INC (BRK.B) · Alphabet Inc. (GOOG) · Apple Inc. (AAPL) · ExxonMobil Holdings Corp (XOM) · AMAZON COM INC (AMZN) · Alphabet Inc. (GOOGL) · Meta Platforms, Inc. (META) · TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD (TSM) · VISA INC. (V).