13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0000086312
Total reported value
$141.6M
$141.6M
3 檔
82.5%
According to the latest 13F quarterly dataset, Travelers Companies, Inc. managed an equity portfolio of $141.6M at the end of Q1 2025, spanning 3 distinct U.S. exchange-listed positions.
In Q1 2025, Travelers Companies, Inc. adopted a defensive or profit-taking posture, trimming 0 positions and completely liquidating 4 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Fidelis Insurance Hldgs Ltd | Stock-Other | 99.90% | -0.15% | — | |
| 2 | METC | Ramaco Resources Inc-a | Stock-Other | 0.10% | +0.15% | NEW | |
| 3 | METCB | Ramaco Resources Inc-b | Stock-Other | — | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | Fidelis Insurance Hldgs Ltd | — | NEW | New buy |
| 2 | ✓ | Haymaker Acquisition CORP | — | EXIT | Sold out |
| 3 | ZUOUSD | Zuora Inc - Class A | — | EXIT | Sold out |
| 4 | ✓ | Haymaker Acquisition CORP | — | EXIT | Sold out |
| 5 | METCB | Ramaco Resources, Inc. | — | EXIT | Sold out |
| 6 | METC | Ramaco Resources Inc-a | — | NEW | New buy |
| 7 | METCB | Ramaco Resources Inc-b | — | NEW | New buy |
According to official SEC Form 13F filings, Travelers Companies, Inc. reported a total U.S. public equity portfolio value of $141.6M across 3 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including Fidelis Insurance Hldgs Ltd, METC, METCB) accounted for 82.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
Fidelis Insurance Hldgs Ltd
市值: $116.7M
Top Position Liquidated / Trimmed
HAYMAKER ACQUISITION CORP
前期市值: $9.8M
During Q1 2025, Travelers Companies, Inc.'s top holdings by market value included Fidelis Insurance Hldgs Ltd (99.9%)、METC (0.1%)、METCB (0.0%). The largest single position, Fidelis Insurance Hldgs Ltd, represented 99.9% of total portfolio value.
In Q1 2025, Travelers Companies, Inc. made 7 total portfolio adjustments, initiating 3 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 4 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.