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CIK: 0000086312
Total reported value
$141.6M
$141.6M
2 檔
118.0%
During the Q1 2024 filing period, Travelers Companies, Inc. (CIK: 0000086312) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $141.6M across 2 reported positions.
During Q1 2024, Travelers Companies, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Fidelis Insurance Hldgs Ltd | Stock-Other | 98.43% | -0.15% | — | |
| 2 | ✓ | Stock-Other | 1.57% | — | — |
According to official SEC Form 13F filings, Travelers Companies, Inc. reported a total U.S. public equity portfolio value of $141.6M across 2 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including Fidelis Insurance Hldgs Ltd, ) accounted for 118.0% of total reported equity market value during Q1 2024.
During Q1 2024, Travelers Companies, Inc.'s top holdings by market value included Fidelis Insurance Hldgs Ltd (98.4%)、 (1.6%). The largest single position, Fidelis Insurance Hldgs Ltd, represented 98.4% of total portfolio value.
In Q1 2024, Travelers Companies, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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