Ariston Services Group TRV — TRAVELERS COMPANIES INC

Ownership history in Ariston Services Group  ·  10 quarters on record

AI Ownership Summary

Ariston Services Group reported TRAVELERS COMPANIES INC (TRV) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.27% in 2024 Q1. The latest visible filing shows TRV at 0.21% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TRV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ariston Services Group's position in TRAVELERS COMPANIES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TRV was reported at 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.27% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TRV stock page Ariston Services Group fund profile Ariston Services Group full holdings
How Ariston Services Group held TRV — position size vs. price
% of Fund (quarterly)    TRV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — — -1,212 -100.0% 0.21% $354K 2026-04-22 $301.68
2025 Q4 UNCHANGED — — — 1,212 — 0% 0.21% $352K 2026-01-23 $276.71
2025 Q3 UNCHANGED — — — 1,212 — 0% 0.20% $338K 2025-10-28 $266.10
2025 Q2 UNCHANGED — — — 1,212 — 0% 0.23% $324K 2025-07-29 $256.82
2025 Q1 UNCHANGED — — — 1,212 — 0% 0.27% $321K 2025-05-14 $258.49
2024 Q4 REDUCED — — — 1,212 -3 -0.2% 0.25% $292K 2025-02-06 $242.78
2024 Q3 UNCHANGED — — — 1,215 — 0% 0.25% $284K 2024-10-25 $244.56
2024 Q2 REDUCED — — — 1,215 -5 -0.4% 0.24% $247K 2024-07-17 $214.63
2024 Q1 UNCHANGED — — — 1,220 — 0% 0.27% $281K 2024-04-18 $203.53
2023 Q4 INITIATED — — — 1,220 — — 0.23% $232K 2024-03-21 $218.72

🏢 Other funds also holding TRV

As of 2026 Q1 — sorted by position size

R.H. Investment Group, LLC 4.73% Murphy Pohlad Asset Management LLC 3Y 7Y 3.34% Elevate Capital Advisors, LLC 3.24% Spurstone Advisory Services, LLC 2.98% Steigerwald, Gordon & Koch Inc. 3Y 7Y 2.83% BENEDICT FINANCIAL ADVISORS INC 3Y 7Y 2.14% GREATMARK INVESTMENT PARTNERS, INC. 3Y 7Y 2.14% EQUITY INVESTMENT CORP 3Y 7Y 2.11% William B. Walkup & Associates, Inc. 2.07% Sawyer & Company, Inc 3Y 7Y 1.9%

FAQ About Ariston Services Group and TRV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Ariston Services Group reported owning TRV?

Ariston Services Group reported TRV across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported TRV position in Ariston Services Group's portfolio?

The largest reported portfolio weight for TRV was 0.27% in 2024 Q1.

What is the latest reported TRV position on this page?

The latest section of the table and chart shows the most recent reported TRV position for Ariston Services Group.

What does the chart on this TRV ownership page compare?

The chart compares Ariston Services Group's quarterly TRV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Ariston Services Group time their TRV position?

Based on 13F filing dates vs. subsequent TRV price moves, Ariston Services Group correctly timed 0 out of 3 reported position changes (0%). The annualised alpha on TRV relative to SPY over the holding period was -0.5%.

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