TRV — TRAVELERS COMPANIES INC

Ownership history in Steigerwald, Gordon & Koch Inc.  ·  31 quarters on record

AI Ownership Summary

Steigerwald, Gordon & Koch Inc. reported TRAVELERS COMPANIES INC (TRV) in 31 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.8% in 2025 Q1. The latest visible filing shows TRV at 2.63% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TRV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Steigerwald, Gordon & Koch Inc.'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 2.63% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.8% 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
2023 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 Steigerwald, Gordon & Koch Inc. fund profile Steigerwald, Gordon & Koch Inc. full holdings
How Steigerwald, Gordon & Koch Inc. held TRV — position size vs. price
% of Fund (quarterly)    TRV price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 94,408 -1,043 -1.1% 2.63% $27.4M 2026-02-14 (Est.) $293.14
2025 Q3 ADDED 95,451 +404 +0.4% 2.56% $26.7M 2025-10-23 $267.07
2025 Q2 ADDED 95,047 +35 +0.0% 2.68% $25.4M 2025-07-14 $252.52
2025 Q1 REDUCED 95,012 -915 -1.0% 2.80% $25.1M 2025-04-10 $241.34
2024 Q4 REDUCED 95,927 -537 -0.6% 2.61% $23.1M 2025-01-16 $237.62
2024 Q3 ADDED 96,464 +1,826 +1.9% 2.46% $22.6M 2024-10-09 $225.98
2024 Q2 ADDED 94,638 +1,603 +1.7% 2.33% $19.2M 2024-08-07 $203.52
2024 Q1 ADDED 93,035 +338 +0.4% 2.66% $21.4M 2024-04-16 $215.81
2023 Q4 ADDED 92,697 +864 +0.9% 2.39% $17.7M 2024-01-16 $189.41
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TRV

As of 2026 Q1 — sorted by position size

Barden Capital Management, Inc. 3Y 1.27% Agate Pass Investment Management, LLC 3Y 0.69% KWMG, LLC 3Y 7Y 0.68% MB, LEVIS & ASSOCIATES, LLC 0.68% Benin Management CORP 3Y 7Y 0.58% Goelzer Investment Management, Inc. 3Y 7Y 0.54% U.S. Capital Wealth Advisors, LLC 3Y 0.48% Finward Bancorp 0.47% EAGLE ROCK INVESTMENT COMPANY, LLC 3Y 0.44% Elmwood Wealth Management, Inc. 3Y 7Y 0.42%

FAQ About Steigerwald, Gordon & Koch Inc. and TRV

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

How long has Steigerwald, Gordon & Koch Inc. reported owning TRV?

Steigerwald, Gordon & Koch Inc. reported TRV across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported TRV position in Steigerwald, Gordon & Koch Inc.'s portfolio?

The largest reported portfolio weight for TRV was 2.80% in 2025 Q1.

What is the latest reported TRV position on this page?

The most recent filing on this page is 2025 Q4, when Steigerwald, Gordon & Koch Inc. reported 94,408 shares, equal to 2.63% of portfolio, with an estimated market value of $27.4M.

What does the chart on this TRV ownership page compare?

The chart compares Steigerwald, Gordon & Koch Inc.'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.

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