TRV TRAVELERS COMPANIES INC

Ownership history in INCEPTIONR LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which INCEPTIONR LLC reported a position in TRAVELERS COMPANIES INC (TRV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.59% (2023 Q1)
Avg. % of fund
0.4%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 6,654 -151 -2.2% 0.54% $1.9M $289.01
2025 Q3 ADDED 6,805 +4,454 +189.5% 0.46% $1.9M $277.11
2025 Q2 REDUCED 2,351 -526 -18.3% 0.15% $629K $264.45
2024 Q2 REDUCED 2,877 -4,657 -61.8% 0.17% $585K $197.66
2024 Q1 ADDED 7,534 +2,460 +48.5% 0.45% $1.7M $222.60
2023 Q3 REDUCED 5,074 -5,636 -52.6% 0.47% $829K $156.39
2023 Q1 INITIATED 10,710 0.59% $1.8M $162.19
% of Fund (quarterly)    TRV price (monthly, adj. close)
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