Follow-The-Filings

Security

TRV

Travelers Companies Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

18 owners 1 new 3 exits max 1.3% (Robert Olstein - Olstein ...)

grid → activity →
owners 18
max % 1.3%
tracked value $8.2B
qoq N 1 A 7 R 5 E 3

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Robert Olstein - Olstein Capital Management, L.P. 2026 Q1 1.3% Exit -1.34 pp 21,000 $6M hist
Christopher Bloomstran - Semper Augustus Investments Group LLC 2026 Q1 0.7% — 19,100 $6M hist
Muhlenkamp & Co. Inc. 2026 Q1 0.5% — 6,627 $2M hist
Mairs & Power Inc. 2026 Q1 0.4% Add +0.11 pp 142,414 $42M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.3% Add +0.07 pp 2,458,492 $717M hist
Two Sigma Investments, LP 2025 Q4 stale 0.2% Exit -0.15 pp 367,519 $107M hist
Vanguard Group Inc. 2025 Q4 stale 0.1% Add 0.00 pp 22,109,933 $6.4B hist
Norges Bank 2025 Q4 stale 0.1% Exit -0.08 pp 2,493,756 $723M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Add +0.05 pp 93,036 $27M hist
Natixis Advisors, LLC 2026 Q1 0.1% Add +0.01 pp 169,922 $50M hist
Ancora Advisors LLC 2026 Q1 0.1% Reduce 0.00 pp 8,025 $2M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Add +0.01 pp 27,235 $8M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce -0.01 pp 257,231 $75M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce 0.00 pp 112,033 $33M hist
Dodge & Cox 2026 Q1 0.0% Reduce 0.00 pp 92,776 $27M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Reduce 0.00 pp 3,333 $972 hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Add 0.00 pp 3,222 $940 hist
Lee Ainslie - Maverick Capital Ltd 2026 Q1 0.0% New 0.0% 1,305 $381 hist
Marshall Wace - Marshall Wace, LLP exited 2026 Q1 last 2025 Q4 0.0% Exit -0.02 pp 62,647 $18M hist
Kentucky Trust Co. exited 2026 Q2 last 2026 Q1 0.0% Exit 0.00 pp 28 $8M hist
D. E. Shaw & Co., Inc. exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 22,047 $6M hist

18 current · 3 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $41.36B $46.42B $48.83B
Gross profit — — —
Gross margin — — —
Net income $2.99B $5B $6.29B
Net margin * 7.2% 10.8% 12.9%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets — — —
Total non-current assets — — —
Total assets $125.98B $133.19B $143.71B
Total current liabilities — — —
Total non-current liabilities — — —
Total equity $24.92B $27.86B $32.89B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $7.71B $9.07B $10.61B
Cash from investing -$6.82B -$7.26B -$7.65B
Cash from financing -$1.05B -$1.75B -$2.66B
Net change in cash -$149M $49M $314M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders