Travelers Companies, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 11, 2026), Travelers Companies, Inc. reported 1 stock position worth $126.8 million. Its top holding was Pelagos Insurance Capital LT (PLGO) at 100.0% of the portfolio. Compared with Q4 2025, it sold out of 2 and reduced 1. The biggest sale was an exit from Circle Internet (CRCL).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0000086312
- Portfolio Value
- $126.8M (Q1 2026)
- SEC Filing
- 0001104659-26-058662 ↗ filed May 11, 2026
Holdings Value
Holdings 1 stocks · $126.8M
| PLGO Pelagos Insurance Capital LT filed as FIDELIS INSURANCE HOLDINGS L | 100.00% | 6,632,820 | $126.8M | Reduce -7.9% |
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 2026
| None this quarter. | |||
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 |