TRV
Travelers Companies, Inc.Marquee-fund ownership over time
This quarter's activity
New positions opened
Positions exited
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Bridgewater Associates re-entered | Q3 2013 | 52Q | $62 | $293 | +373% |
| Maverick Capital re-entered | Q2 2015 | 45Q | $81 | $293 | +263% |
| Citadel Advisors | Q3 2024(8Q snapshot) | 7Q | $208 | $293 | +41% |
| Two Sigma Investments | Q3 2024(8Q snapshot) | 7Q | $208 | $293 | +41% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $208 | $293 | +41% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $208 | $293 | +41% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| D.E. Shaw | Q3 2024 | Q2 2026 | → $300 | +44% |
| Point72 Asset Management | Q4 2024 | Q1 2026 | → $298 | +19% |
| Viking Global Investors 3× in & out | Q1 2025 | Q2 2025 | → $267 | +14% |
| Renaissance Technologies | Q3 2024 | Q2 2025 | → $258 | +25% |
| Berkshire Hathaway | Q4 2018 | Q2 2020 | → $80 | -24% |
| Coatue Management | Q1 2020 | Q2 2020 | → $80 | -34% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at TRAVELERS COMPANIES, INC.. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from May 27, 2026 — the most recent Form 4 on file — not from today.
- Form 40000086312-26-000129May 27, 2026
- Form 40000086312-26-000127May 26, 2026
- Form 40000086312-26-000122May 1, 2026
- Form 40000086312-26-000121Apr 29, 2026
- Form 40000086312-26-000120Apr 29, 2026
- Form 40000086312-26-000119Apr 27, 2026
- Form 40000086312-26-000117Apr 21, 2026
- Form 40000086312-26-000116Apr 21, 2026
- Form 40000086312-26-000114Apr 21, 2026
- Form 40000086312-26-000113Apr 21, 2026
- Form 40000086312-26-000100Apr 2, 2026
- Form 40000086312-26-000098Apr 2, 2026
- Form 40000086312-26-000093Feb 27, 2026
- Form 40000086312-26-000092Feb 27, 2026
- Form 40000086312-26-000091Feb 26, 2026
Fundamentals
XBRL · Travelers Companies, Inc.Annual figures sourced directly from Travelers Companies, Inc.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for TRAVELERS COMPANIES, INC. — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KFORM 8-KMay 22, 2026
- 8-KFORM 8-KMay 21, 2026
- 10-QQuarterly reportApr 16, 2026
- 8-KMaterial eventApr 16, 2026
- DEF 14AProxy statementApr 7, 2026
- 8-KFORM 8-KFeb 17, 2026
- 10-KAnnual reportFeb 12, 2026
- 8-KFORM 8-KFeb 6, 2026
- 8-KMaterial eventJan 21, 2026
- 10-QQuarterly reportOct 16, 2025
- 8-KMaterial eventOct 16, 2025
- 8-KMaterial eventJul 24, 2025
- 10-QQuarterly reportJul 17, 2025
- 8-KMaterial eventJul 17, 2025
- 8-KFORM 8-KMay 27, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Maverick Capital | Q2 2026 | open | $300 | $293 | -2% |
| Viking Global Investors | Q1 2025 | Q2 2025 | $234 | $267 | +14% |
| Point72 Asset Management | Q4 2024 | Q1 2026 | $250 | $298 | +19% |
| Citadel Advisors | Q3 2024 | open | $208 | $306 | +47% |
| Two Sigma Investments | Q3 2024 | open | $208 | $306 | +47% |
| D.E. Shaw | Q3 2024 | Q2 2026 | $208 | $300 | +44% |
| AQR Capital Management | Q3 2024 | open | $208 | $306 | +47% |
| Millennium Management | Q3 2024 | open | $208 | $306 | +47% |
| Renaissance Technologies | Q3 2024 | Q2 2025 | $207 | $258 | +25% |
| Viking Global Investors | Q2 2023 | Q3 2023 | $173 | $158 | -9% |
| Bridgewater Associates | Q1 2022 | open | $157 | $293 | +86% |
| Maverick Capital | Q4 2021 | Q2 2022 | $145 | $162 | +12% |
| Maverick Capital | Q3 2020 | Q2 2021 | $105 | $145 | +38% |
| Bridgewater Associates | Q2 2020 | Q4 2020 | $80 | $121 | +51% |
| Coatue Management | Q1 2020 | Q2 2020 | $121 | $80 | -34% |
| Berkshire Hathaway | Q4 2018 | Q2 2020 | $105 | $80 | -24% |
| Bridgewater Associates | Q2 2018 | Q2 2019 | $109 | $126 | +15% |
| Viking Global Investors | Q1 2018 | Q2 2018 | $118 | $109 | -7% |
| Maverick Capital | Q4 2017 | Q1 2018 | $112 | $116 | +4% |
| Maverick Capital | Q2 2015 | Q4 2015 | $81 | $90 | +11% |
| Bridgewater Associates | Q4 2014 | Q1 2015 | $80 | $84 | +5% |
| Bridgewater Associates | Q2 2014 | Q3 2014 | $71 | $70 | -1% |
| Bridgewater Associates | Q3 2013 | Q1 2014 | $62 | $63 | +2% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.