Travelers Companies, Inc.

Institutional manager·CIK 0000086312
Annual return '25
+35.1%
SPY '25
+17.7%
Alpha
+17.4ptsvs SPY
Invested
$367.4M
Holdings
1
Trades YTD
0

Performance · Fund vs SPY

Cumulative return · quarterly snapshots
-5%+0%+40%Travelers +35.1%SPY +17.7%Q1 '25Q2 '25Q3 '25Q4 '25

Coverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.

Top holdings · current snapshot

Source: 13F-HR
01
$PLGO
FIDELIS INSURANCE HOLDINGS LIMITED
Q1 2026: Exited (was 7.20M shares)
100.0%
See all 1 holdings · Pro →

Recent trades · Last 90 days

No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.

Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:01 UTC.