Travelers Companies, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 10, 2026), Travelers Companies, Inc. reported 3 stock positions worth $151.9 million. Its top holding was Pelagos Insurance Capital LT (PLGO) at 92.8% of the portfolio, followed by Circle Internet (CRCL, 6.3%) and Victory Capital Holding - A (VCTR, 0.9%). Compared with Q3 2025, it opened 1 new position. The biggest buy was a new position in Circle Internet (CRCL).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0000086312
- Portfolio Value
- $151.9M (Q4 2025)
- SEC Filing
- 0001104659-26-012637 ↗ filed Feb 10, 2026
Holdings Value
Holdings 3 stocks · $151.9M
Portfolio Sells Q3 2025 → Q4 2025
| None this quarter. | |||
Portfolio Buys Q3 2025 → Q4 2025
| CRCL Circle Internet Group Inc. | New | 6.29% | +6.29 |
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 |