Travelers Companies, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 7, 2026), Travelers Companies, Inc. reported 2 stock positions worth $141.6 million. Its top holding was Pelagos Insurance Capital LT (PLGO) at 99.9% of the portfolio, followed by Ramaco Resources Class A (METC, 0.1%). Compared with Q1 2026, it opened 1 new position and reduced 1. The biggest buy was a new position in Ramaco Resources Class A (METC) and the biggest sale Pelagos Insurance Capital LT (PLGO, shares −12%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0000086312
- Portfolio Value
- $141.6M (Q2 2026)
- SEC Filing
- 0001104659-26-092720 ↗ filed Aug 7, 2026
Holdings Value
Holdings 2 stocks · $141.6M
Portfolio Sells Q1 2026 → Q2 2026
| PLGO Pelagos Insurance Capital LT | Reduce -12.4% | 99.85% | −0.15 |
Portfolio Buys Q1 2026 → Q2 2026
| METC Ramaco Resources Inc. Class A | New | 0.15% | +0.15 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 2 | $141.6M | PLGO, METC |
| Q1 2026 | 1 | $126.8M | PLGO |
| Q4 2025 | 3 | $151.9M | PLGO, CRCL, VCTR |
| Q3 2025 | 2 | $132.1M | PLGO, VCTR |
| Q2 2025 | 1 | $119.4M | PLGO |
| Q1 2025 | 3 | $116.8M | PLGO, METC, METCB |
| Q4 2024 | 3 | $130.8M | PLGO, METC, REPX |
| Q3 2024 | 2 | $130.7M | PLGO, NXDR |
| Q2 2024 | 1 | $117.5M | PLGO |
| Q1 2024 | 2 | $167.1M | PLGO, OSW |