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
↑ +32
Streak
3Q ▲
Buyers last Q
51%

Smart Money Signals — TRV

Based on 1785 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
1,785 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 — +11% more funds vs a year ago

fund count last 6Q
+177 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

829 buying787 selling
Last quarter: 829 funds bought or added vs 787 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.
⚠️

Fewer new buyers each quarter (-60 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 135 → 170 → 236 → 176. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 19% medium ■ 16% new
1,162 out of 1,785 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.
📈

Growing discovery — still being found

187 → 135 → 170 → 236 → 176 new funds/Q
New funds entering each quarter: 135 → 170 → 236 → 176. A growing number of institutions are discovering TRV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 68% veterans vs 20% newcomers

■ 68% veterans ■ 12% 1-2yr ■ 20% new
Entry-cohort mix of 1,813 holders: 1,231 (68%) are 2+ year veterans, 219 entered 1–2 years ago, and 363 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
61 of 1777 holders are among the 100 largest funds by AUM, controlling 60% 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 Q1, 829 hedge funds were net buyers of TRV (176 opened a new position, 653 added to an existing one), while 787 reduced or exited (643 trimmed, 144 sold completely) — a 51% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 60% of total institutional value in TRV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +32 funds (more new holders than closures). Total institutional holders: 1785.

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.

Is It Too Late to Buy Travelers Companies Inc (TRV) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much TRV has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
TRV
+5.2%
XLF
+1220.3%

TRV outperformed XLF by -1215.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
TRV
+2.8%
XLF
+4.8%

Since the filing became public, TRV outperformed XLF by -2.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

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

85 top-rated funds 15 high-conviction
Consensus
8.4
/ 10
breadth
×
Elite
4.3
/ 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 Q1) Prior (2025 Q4) Change
Funds Holding 1771 1753 1.03%
13F Shares 153M 186M -17.38%
Total Value $43.44B $53.14B -18.24%
New Positions 173 236 -63
Increased Positions 640 614 +26
Closed Positions 155 118 +37
Reduced Positions 630 573 +57
Total Calls 15 18 -16.67%
Total Puts 20 17 17.65%
PUT/CALL Ratio 1.33 0.94 Bearish

Statistics: TRV

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Financial Highlights

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Institutional Holders (2026 Q1)

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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PARK CIRCLE Co 10.69% 39,876 $11.5M
2 New Vernon Investment Management LLC 8.11% 26,189 $7.6M
3 Rit Capital Partners plc 7.81% 100,200 $29.2M
4 R.H. Investment Group, LLC 4.73% 20,319 $6.1M
5 Palmer Knight Co 4.43% 31,115 $9.1M
6 FinArc Investments, Inc. 4.25% 15,147 $4.4M
7 Murphy Pohlad Asset Management LLC 3.34% 31,940 $9.3M
8 Elevate Capital Advisors, LLC 3.24% 17,197 $5.0M
9 St. James Investment Company, LLC 3.10% 67,857 $19.8M
10 Spurstone Advisory Services, LLC 2.98% 596 $174K
11 Steigerwald, Gordon & Koch Inc. 2.83% 94,555 $27.6M
12 Paralel Advisors LLC 2.67% 220,000 $64.2M
13 Mccarter Private Wealth Services LLC 2.52% 19,875 $5.8M
14 Cornerstone Investment Partners, LLC 2.42% 197,866 $57.7M
15 Systematic Alpha Investments, LLC 2.21% 215,208 $62.8M
16 Benedict Financial Advisors Inc 2.14% 35,192 $10.3M
17 Greatmark Investment Partners, INC. 2.14% 62,516 $18.2M
18 Equity Investment Corp 2.11% 368,544 $107.5M
19 William B. Walkup & Associates, Inc. 2.07% 13,139 $3.5M
20 Applied Capital LLC/FL 2.07% 15,052 $4.4M
21 Sawyer & Company, Inc 1.90% 16,892 $4.9M
22 Chemung Canal Trust Co 1.76% 29,853 $8.7M
23 Applied Finance Capital Management, LLC 1.73% 79,098 $23.1M
24 Auxier Asset Management LLC 1.70% 40,655 $11.9M
25 Bahl & Gaynor Inc 1.69% 1,146,922 $334.5M
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 — 3 quarters in a row: For 3 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 — 51% buying: Last quarter: 829 funds bought or added vs 787 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 — 60% AUM from top-100 funds: 61 of 1777 holders are among the 100 largest funds by AUM, controlling 60% 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: 1,162 out of 1,785 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.

Is it too late to buy Travelers Companies Inc (TRV) following the 2026 Q1 hedge fund 13F filings?

As of today, TRV has moved +2.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of -2.0%. Since the quarter end (March 31, 2026), TRV has gained +5.2% vs +1220.3% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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