← Top Holdings

TRVTRAVELERS COMPANIES INC

CUSIP: 89417E109

6

Guru Owners

$82.8M

Total Value Held

283,738

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Mairs & Power	Mairs & Power	142414	$41.5M	0.42%	$291.68	Q1 2026
Dodge & Cox	Dodge & Cox	92776	$27.1M	0.01%	$291.68	Q1 2026
Ray Dalio	Bridgewater Associates	27235	$7.9M	0.04%	$291.68	Q1 2026
Christopher Bloomstran	Semper Augustus Investments	19100	$5.6M	0.67%	$291.68	Q1 2026
Lee Ainslie	Maverick Capital	1305	$381K	0.00%	$291.68	Q1 2026
FPA Queens Road	Bragg Financial Advisors	908	$265K	0.01%	$291.68	Q1 2026

$41.5M

0.42%

$27.1M

0.01%

$7.9M

0.04%

Christopher Bloomstran

$5.6M

0.67%

$381K

0.00%

FPA Queens Road

$265K

0.01%

📊 Fundamentals

Market Cap$73.1B

P/E Ratio10.3x

Below market avg

Forward P/E12.0x

P/FCF5.5x

EPS (TTM)$33.51

Revenue (TTM)$48.9B

Profit Margin15.54%

Div Yield1.45%

Beta0.47

52-Week Range

$249.19

$349.35

Current: $343.73

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 10.3x trailing earnings → 12.0x forward · 15.5% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '267 owners · $82.8M

INCREASEDMairs & Power$41.5M

REDUCEDDodge & Cox$27.1M

INCREASEDRay Dalio$7.9M

NEWLee Ainslie$381K

REDUCEDFPA Queens Road$265K

REDUCEDRobert Olstein$6K

Q4 '256 owners · $80.4M

REDUCEDMairs & Power$33.0M

INCREASEDDodge & Cox$27.5M

REDUCEDRay Dalio$7.2M

Q3 '256 owners · $90.5M

REDUCEDDodge & Cox$28.2M

INCREASEDRay Dalio$25.3M

NEWMairs & Power$24.7M

REDUCEDChristopher Bloomstran$5.3M

Q2 '255 owners · $63.8M

REDUCEDDodge & Cox$27.8M

INCREASEDRay Dalio$24.2M

REDUCEDRobert Olstein$6.4M

REDUCEDChristopher Bloomstran$5.2M

SOLDMairs & Power

Q1 '256 owners · $109.8M

REDUCEDRay Dalio$49.6M

REDUCEDDodge & Cox$28.2M

REDUCEDMairs & Power$18.4M

REDUCEDRobert Olstein$7.9M

SOLDAndreas Halvorsen

Q4 '247 owners · $240.8M

NEWAndreas Halvorsen$161.8M

NEWDodge & Cox$26.1M

INCREASEDRay Dalio$22.3M

REDUCEDMairs & Power$17.9M

NEWFPA Queens Road$239K

💰 DCF Calculator

DCF valuation isn't suitable for financial companies like banks and insurers — their cash flows work differently.

🏛️ Congressional Trades

TRV: Held by 6 superinvestors · 5 congress member trades

$1,001 - $15,0002025-01-22

$1,001 - $15,0002024-10-29

SELLTommy TubervilleR

$15,001 - $50,0002024-10-29

$1,001 - $15,0002024-10-14

$1,001 - $15,0002024-10-11