TRAVELERS COMPANIES, INC.
CIK
86312
Location
NEW YORK, NY
Portfolio Value
Small
$126,753,190
Diversification
Highly concentrated
Filing Date
Global Rank
#5,197
/ 8,608
▼ 241
· as of Mar 2026
Top Industry
Insurance - Diversified
100.0%
3Y Alpha vs SPY
+6.8%
Period ended 3 months ago
Filed May 11, 2026 · 2mo
10 quarters · since Dec 2023
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+108.6%
SPY
+75.2%
Annualised alpha
+7.2%
Max drawdown
−29.8%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
1 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
100.0%
+7.2 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
10,000
Highly concentrated+1,346
Portfolio Trend
10 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 100.0% | $126,753,190 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PLGO | Pelagos Insurance Capital Ltd | −569,534 | 6,632,820 | $126,753,190 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
1 positions ·
$126,753,190 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PLGO |
Pelagos Insurance Capital Ltd
Financial Services
|
Reduced | 6,632,820 | $126,753,190 | 100.00% |