Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Travelers Companies Inc (TRV)

2K + Investors. Track Smart Money conviction in TRV. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +70
Streak
4Q ▲
Buyers last Q
54%

Smart Money Signals — TRV

Based on 1859 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added TRV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,859 hedge funds hold TRV right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +16% more funds vs a year ago

fund count last 6Q
+255 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

895 buying760 selling
Last quarter: 895 funds bought or added vs 760 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+35 vs last Q)

new funds entering per quarter
Funds opening a new TRV position: 171 → 237 → 177 → 212. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 18% medium ■ 17% new
1,206 out of 1,859 hedge funds have held TRV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +93%, value +37%

Value
+37%
Shares
+93%
Last quarter: funds added +93% more shares while total portfolio value only changed +37%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~212 new funds/quarter

136 → 171 → 237 → 177 → 212 new funds/Q
New funds entering each quarter: 171 → 237 → 177 → 212. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 68% veterans vs 20% newcomers

■ 68% veterans ■ 12% 1-2yr ■ 20% new
Entry-cohort mix of 1,890 holders: 1,288 (68%) are 2+ year veterans, 226 entered 1–2 years ago, and 376 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 65% AUM from top-100 funds

65% from top-100 AUM funds
68 of 1851 holders are among the 100 largest funds by AUM, controlling 65% of total institutional value in TRV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — TRV

In 2026 Q2, 895 hedge funds were net buyers of TRV (212 opened a new position, 683 added to an existing one), while 760 reduced or exited (618 trimmed, 142 sold completely) — a 54% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 65% of total institutional value in TRV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +70 funds (more new holders than closures). Total institutional holders: 1859.

Hedge Fund Ownership: TRV

How many hedge funds hold TRV — quarterly history vs. share price
Quarterly hedge fund ownership of TRV vs. share price

Market Analysis: TRV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TRV

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

48 top-rated funds 11 high-conviction
Consensus
7.3
/ 10
breadth
×
Elite
3.8
/ 10
conviction
Hedge Fund Positioning: TRV
2K + Investors

Track Smart Money conviction in TRV. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 1839 1789 2.79%
13F Shares 190M 156M 21.87%
Total Value $60.18B $44.10B 36.46%
New Positions 208 177 +31
Increased Positions 675 645 +30
Closed Positions 150 142 +8
Reduced Positions 604 638 -34
Total Calls 17 15 13.33%
Total Puts 20 20 -
PUT/CALL Ratio 1.18 1.33 Neutral

Statistics: TRV

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Institutional Holders (2026 Q2)

2K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in TRV. Verified SEC 13F-HR filings.

QUARTER:
Top 25 TRV holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PARK CIRCLE Co 11.15% 39,576 $13.1M
2 New Vernon Investment Management LLC 10.59% 26,189 $8.6M
3 Rit Capital Partners plc 5.33% 100,200 $33.1M
4 R.H. Investment Group, LLC 5.02% 20,186 $6.7M
5 FinArc Investments, Inc. 4.54% 15,160 $5.0M
6 Palmer Knight Co 3.84% 30,242 $10.0M
7 Murphy Pohlad Asset Management LLC 3.66% 31,840 $10.5M
8 St. James Investment Company, LLC 3.26% 62,212 $20.5M
9 Steigerwald, Gordon & Koch Inc. 3.05% 93,276 $30.8M
10 Paralel Advisors LLC 2.81% 220,000 $72.6M
11 Elevate Capital Advisors, LLC 2.79% 15,351 $5.1M
12 Spurstone Advisory Services, LLC 2.72% 596 $199K
13 Greatmark Investment Partners, INC. 2.28% 62,598 $20.7M
14 Benedict Financial Advisors Inc 2.25% 35,082 $11.6M
15 Cornerstone Investment Partners, LLC 2.20% 199,611 $65.9M
16 Equity Investment Corp 2.09% 331,603 $109.5M
17 William B. Walkup & Associates, Inc. 2.07% 13,006 $4.3M
18 Mccarter Private Wealth Services LLC 2.07% 18,129 $6.0M
19 Applied Capital LLC/FL 2.02% 15,072 $5.0M
20 Systematic Alpha Investments, LLC 1.91% 215,208 $71.0M
21 SGL Investment Advisors, Inc. 1.90% 14,689 $5.5M
22 AustralianSuper Pty Ltd 1.85% 1,294,618 $427.4M
23 Sawyer & Company, Inc 1.82% 16,460 $5.4M
24 Auxier Asset Management LLC 1.75% 39,601 $13.1M
25 Chemung Canal Trust Co 1.74% 28,578 $9.4M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Travelers Companies Inc (TRV)

What does the Smart Money Trend signal show for TRV?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added TRV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for TRV?

Slight buying edge — 54% buying: Last quarter: 895 funds bought or added vs 760 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for TRV holders?

Elite ownership — 65% AUM from top-100 funds: 68 of 1851 holders are among the 100 largest funds by AUM, controlling 65% of total institutional value in TRV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held TRV?

65% of holders stayed for 2+ years: 1,206 out of 1,859 hedge funds have held TRV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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