13FPulse
TR

TRV TRAVELERS COS INC/THE

2026Q2 · CUSIP 89417E109 · Sector: Financials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
1,798
Institutions that reported holding it to the SEC
Net increase in holders
+27
Last quarter 1,771 → now 1,798
How unusual is that
Top 20%
Stronger buying than 88% of US stocks
What the filings say, in one paragraph

1,798 funds held TRV at the end of 2026Q2, up 27 from the quarter before. That is stronger buying than 87.9% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $49.0B(YoY +2.4%), the P/E is 9.8x, return on equity is 25.1%. TRV has had 27 buying rushes in its history, and the price moved +2.2% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Financials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=721 2013Q4: holders=785 2014Q1: holders=786 2014Q2: holders=791 2014Q3: holders=792 2014Q4: holders=873 2015Q1: holders=888 2015Q2: holders=907 2015Q3: holders=867 2015Q4: holders=904 2016Q1: holders=906 2016Q2: holders=931 2016Q3: holders=920 2016Q4: holders=957 2017Q1: holders=967 2017Q2: holders=977 2017Q3: holders=965 2017Q4: holders=1071 2018Q1: holders=1066 2018Q2: holders=1062 2018Q3: holders=1032 2018Q4: holders=1073 2019Q1: holders=1079 2019Q2: holders=1094 2019Q3: holders=1115 2019Q4: holders=1136 2020Q1: holders=1014 2020Q2: holders=1008 2020Q3: holders=994 2020Q4: holders=1093 2021Q1: holders=1138 2021Q2: holders=1104 2021Q3: holders=1109 2021Q4: holders=1201 2022Q1: holders=1248 2022Q2: holders=1195 2022Q3: holders=1174 2022Q4: holders=1269 2023Q1: holders=1237 2023Q2: holders=1266 2023Q3: holders=1237 2023Q4: holders=1305 2024Q1: holders=1427 2024Q2: holders=1385 2024Q3: holders=1450 2024Q4: holders=1564 2025Q1: holders=1617 2025Q2: holders=1612 2025Q3: holders=1649 2025Q4: holders=1757 2026Q1: holders=1771 2026Q2: holders=1798 -122 -61 +0 +61 +122 64812681888 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 27 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20%
2025Q4 Top 5% -1.3% +2.7%
2025Q3 Top 10% +1.5% +5.8%
2025Q1 Top 5% -5.3% -1.7%
2024Q4 Top 5% +11.4% +15.3%
2024Q3 Top 5% -7.5% -8.2%
2024Q1 Top 1% in the market -7.7% +0.1%
2023Q4 Top 10% +5.5% +1.5%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
343
Change in large funds
+29
Total value they hold
$60.5B
Funds buying for the first time
196
Funds that sold out entirely
169
Price change that quarter
+20.2%
Funds holding puts (bearish)
19
Funds holding calls (bullish)
16

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
9.8
EPS (TTM)
$37.24
EPS YoY
+64.7%
Revenue (TTM)
$49.0B
Revenue YoY
+2.4%
Net margin
17.0%
ROE
25.1%
Debt ratio
76.9%
FCF (TTM)
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2022-09-30: EPS 1.89 2022-12-31: EPS 3.46 2023-03-31: EPS 4.13 2023-06-30: EPS -0.07 2023-09-30: EPS 1.74 2023-12-31: EPS 6.99 2024-03-31: EPS 4.80 2024-06-30: EPS 2.29 2024-09-30: EPS 5.42 2024-12-31: EPS 8.96 2025-03-31: EPS 1.70 2025-06-30: EPS 6.53 2025-09-30: EPS 8.24 2025-12-31: EPS 10.96 2026-03-31: EPS 7.78 2026-06-30: EPS 10.26 0B 6.2B 12.5B $B -0.08 5.99 12.06 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 13 8 13 19 2023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.