Freestone Grove Partners LP TRV — TRAVELERS COMPANIES INC

Ownership history in Freestone Grove Partners LP  ·  5 quarters on record

AI Ownership Summary

Freestone Grove Partners LP reported TRAVELERS COMPANIES INC (TRV) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.89% in 2025 Q1. The latest visible filing shows TRV at 0.50% 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 Freestone Grove Partners LP'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
2025 Q4

TRV was reported at 0.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.89% in 2025 Q1

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

Time in book
Holding Window
2024 Q4 to 2025 Q4

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 Freestone Grove Partners LP fund profile Freestone Grove Partners LP full holdings
How Freestone Grove Partners LP 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 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 30.7% +0.9% ❌ 239,090 -105,952 -30.7% 0.50% $69.4M 2026-02-14 (Est.) $293.14
2025 Q3 ADDED — — — 345,042 +146,063 +73.4% 0.72% $96.3M 2025-11-14 $285.12
2025 Q2 REDUCED 38.9% +3.8% ❌ 198,979 -126,578 -38.9% 0.40% $53.2M 2025-08-14 $265.49
2025 Q1 ADDED — — — 325,557 +323,827 +18718.3% 0.89% $86.1M 2025-05-15 $266.67
2024 Q4 INITIATED — — — 1,730 — — 0.01% $417K 2025-02-14 $233.63

🏢 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% Paralel Advisors LLC 3Y 2.67% Cornerstone Investment Partners, LLC 3Y 7Y 2.42% BENEDICT FINANCIAL ADVISORS INC 3Y 7Y 2.14% GREATMARK INVESTMENT PARTNERS, INC. 3Y 7Y 2.14% EQUITY INVESTMENT CORP 3Y 7Y 2.11%

FAQ About Freestone Grove Partners LP and TRV

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

How long has Freestone Grove Partners LP reported owning TRV?

Freestone Grove Partners LP reported TRV across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported TRV position in Freestone Grove Partners LP's portfolio?

The largest reported portfolio weight for TRV was 0.89% in 2025 Q1.

What is the latest reported TRV position on this page?

The most recent filing on this page is 2025 Q4, when Freestone Grove Partners LP reported 239,090 shares, equal to 0.50% of portfolio, with an estimated market value of $69.4M.

What does the chart on this TRV ownership page compare?

The chart compares Freestone Grove Partners LP'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 Freestone Grove Partners LP time their TRV position?

Based on 13F filing dates vs. subsequent TRV price moves, Freestone Grove Partners LP correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on TRV relative to SPY over the holding period was +10.9%.

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