Travelers Companies, Inc.

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), Travelers Companies, Inc. reported 2 stock positions worth $132.1 million. Its top holding was Pelagos Insurance Capital LT (PLGO) at 98.9% of the portfolio, followed by Victory Capital Holding - A (VCTR, 1.1%). Compared with Q2 2025, it opened 1 new position. The biggest buy was a new position in Victory Capital Holding - A (VCTR).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0000086312
Portfolio Value
$132.1M (Q3 2025)
SEC Filing
0001104659-25-110395 ↗ filed Nov 12, 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 Q4 2024 Q1 2025: $116.8M Q1 2025 Q2 2025: $119.4M Q2 2025 Q3 2025: $132.1M $132.1M Q3 2025 Q4 2025: $151.9M Q4 2025 Q1 2026: $126.8M Q1 2026 Q2 2026: $141.6M Q2 2026

Holdings 2 stocks · $132.1M

PLGO Pelagos Insurance Capital LT filed as FIDELIS INSURANCE HOLDINGS L 98.94% 7,202,354 $130.7M No change
VCTR Victory Capital Holding - A 1.06% 21,579 $1.4M New

Portfolio Sells Q2 2025 → Q3 2025

None this quarter.

Portfolio Buys Q2 2025 → Q3 2025

VCTR Victory Capital Holding - A New 1.06% +1.06

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