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CIK: 0000086312
Total reported value
$141.6M
$141.6M
1 檔
89.5%
In Q1 2026, Travelers Companies, Inc.'s U.S. equity holdings reached a combined market value of $141.6M, distributed across 1 disclosed stock positions.
In Q1 2026, Travelers Companies, Inc. adopted a defensive or profit-taking posture, trimming 1 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Fidelis Insurance Hldgs Ltd | Stock-Other | 100.00% | -0.15% | -7.91% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | Fidelis Insurance Hldgs Ltd | +7.2% | -7.91% | Trim |
| 2 | CRCL | Circle Internet Group Inc | — | EXIT | Sold out |
| 3 | VCTR | Victory Capital Holding - A | — | EXIT | Sold out |
According to official SEC Form 13F filings, Travelers Companies, Inc. reported a total U.S. public equity portfolio value of $141.6M across 1 disclosed positions in Q1 2026.
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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) accounted for 89.5% of total reported equity market value during Q1 2026.
Top Position Liquidated / Trimmed
CRCL
前期市值: $9.6M
During Q1 2026, Travelers Companies, Inc.'s top holdings by market value included Fidelis Insurance Hldgs Ltd (100.0%). The largest single position, Fidelis Insurance Hldgs Ltd, represented 100.0% of total portfolio value.
In Q1 2026, Travelers Companies, Inc. made 3 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 1 holdings, and fully liquidating 2 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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