Travelers Companies, Inc.

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 7, 2025), Travelers Companies, Inc. reported 3 stock positions worth $130.8 million. Its top holding was Pelagos Insurance Capital LT (PLGO) at 99.8% of the portfolio, followed by Ramaco Resources Class A (METC, 0.1%) and Riley Exploration Permian (REPX, 0.1%). Compared with Q3 2024, it opened 2 new positions and sold out of 1. The biggest buy was a new position in Ramaco Resources Class A (METC) and the biggest sale an exit from Nextdoor (NXDR).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0000086312
Portfolio Value
$130.8M (Q4 2024)
SEC Filing
0001104659-25-010560 ↗ filed Feb 7, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $167.1M Q1 2024 Q2 2024: $117.5M Q2 2024 Q3 2024: $130.7M Q3 2024 Q4 2024: $130.8M $130.8M Q4 2024 Q1 2025: $116.8M Q1 2025 Q2 2025: $119.4M Q2 2025 Q3 2025: $132.1M Q3 2025 Q4 2025: $151.9M Q4 2025 Q1 2026: $126.8M Q1 2026 Q2 2026: $141.6M Q2 2026

Holdings 3 stocks · $130.8M

PLGO Pelagos Insurance Capital LT filed as FIDELIS INSURANCE HOLDINGS L 99.83% 7,202,354 $130.6M No change
METC Ramaco Resources Inc. Class A 0.11% 14,151 $145K New
REPX Riley Exploration Permian Inc. 0.06% 2,501 $80K New

Portfolio Sells Q3 2024 → Q4 2024

NXDR Nextdoor Holdings Inc. Sold out 0.00% −0.45

Portfolio Buys Q3 2024 → Q4 2024

METC Ramaco Resources Inc. Class A New 0.11% +0.11
REPX Riley Exploration Permian Inc. New 0.06% +0.06

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 2$141.6MPLGO, METC
Q1 2026 1$126.8MPLGO
Q4 2025 3$151.9MPLGO, CRCL, VCTR
Q3 2025 2$132.1MPLGO, VCTR
Q2 2025 1$119.4MPLGO
Q1 2025 3$116.8MPLGO, METC, METCB
Q4 2024 3$130.8MPLGO, METC, REPX
Q3 2024 2$130.7MPLGO, NXDR
Q2 2024 1$117.5MPLGO
Q1 2024 2$167.1MPLGO, OSW