Joel Greenblatt - Gotham Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    1749
Portfolio value:    $32,652,425,993
Holdings Activity Buys Sells    History
Holding/activity history for  The Travelers Companies, Inc. (TRV)
← All TRV superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 93,036 0.08 Add 188.76% 0.05 $283.28–313.12 · VW $300.51i $27,136,740 SEC
2025   Q4 32,219 0.03 Add 18.79% <0.01 $264.25–296.85 · VW $281.87i $9,345,443 SEC
2025   Q3 27,122 0.03 Add 24.32% <0.01 $252.26–287.95 · VW $269.61i $7,573,005 SEC
2025   Q2 21,817 0.03 Reduce 7.96% <0.01 $249.19–277.83 · VW $262.42i $5,836,920 SEC
2025   Q1 23,705 0.05 Reduce 22.76% 0.02 $230.43–266.74 · VW $253.77i $6,269,024 SEC
2024   Q4 30,690 0.07 Add 0.06% $230.23–269.05 · VW $248.15i $7,392,914 SEC
2024   Q3 30,673 0.07 Add 26.25% 0.02 $206.43–269.56 · VW $240.64i $7,181,163 SEC
2024   Q2 24,296 0.06 Add 94.17% 0.03 $200.21–224.76 · VW $213.80i $4,940,349 SEC
2024   Q1 12,513 0.04 Add 44.88% 0.01 $202.60–232.75 · VW $215.84i $2,879,742 SEC
2023   Q4 8,637 0.03 Reduce 43.21% 0.02 $165.84–215.21 · VW $197.47i $1,645,262 SEC
2023   Q3 15,209 0.05 Add 6.28% <0.01 $157.33–173.47 · VW $166.08i $2,483,782 SEC
2023   Q2 14,310 0.05 Add 35.63% 0.01 $164.75–185.77 · VW $174.38i $2,485,075 SEC
2023   Q1 10,551 0.04 Add 118.76% 0.02 $161.33–189.90 · VW $177.46i $1,808,547 SEC
2022   Q4 4,823 0.03 Add 7.23% <0.01 $177.88–194.51 · VW $187.84i $904,264 SEC
2022   Q3 4,498 0.02 Add 172.94% 0.01 $149.65–185.11 · VW $173.07i $689,000 SEC
2022   Q2 1,648 <0.01 Reduce 37.36% <0.01 $152.11–179.96 · VW $163.59i $279,000 SEC
2022   Q1 2,631 0.01 Add 64.13% <0.01 $162.80–187.98 · VW $173.95i $481,000 SEC
2021   Q4 1,603 <0.01 Reduce 71.88% 0.03 $145.40–171.46 · VW $161.01i $251,000 SEC
2021   Q3 5,700 0.04 Reduce 14.58% <0.01 $147.50–163.29 · VW $157.22i $866,000 SEC
2021   Q2 6,673 0.04 Reduce 15.27% <0.01 $144.44–162.71 · VW $152.02i $999,000 SEC
2021   Q1 7,876 0.05 Reduce 43.48% 0.03 $135.89–161.19 · VW $150.58i $1,185,000 SEC
2020   Q4 13,936 0.06 Reduce 21.81% 0.01 $120.42–152.29 · VW $136.34i $1,956,000 SEC
2020   Q3 17,824 0.06 Reduce 48.20% 0.06 $105.67–127.55 · VW $117.98i $1,928,000 SEC
2020   Q2 34,407 0.12 Reduce 25.24% 0.03 $85.10–128.13 · VW $109.22i $3,924,000 SEC
2020   Q1 46,025 0.13 Reduce 19.89% 0.03 $76.99–138.16 · VW $105.45i $4,573,000 SEC
2019   Q4 57,451 0.14 Add 201.68% 0.10 $129.77–141.87 · VW $134.42i $7,868,000 SEC
2019   Q3 19,044 0.05 Reduce 47.07% 0.04 $128.29–153.65 · VW $137.67i $2,832,000 SEC
2019   Q2 35,981 0.09 Add 240.15% 0.06 $139.96–155.09 · VW $147.22i $5,380,000 SEC
2019   Q1 10,578 0.02 Add 22.67% <0.01 $124.36–143.86 · VW $137.32i $1,451,000 SEC
2018   Q4 8,623 0.02 Buy 0.02 $111.08–131.81 · VW $122.81i $1,033,000 SEC
2018   Q3 0 0.00 Sell 100.00% 0.01 $119.67–134.61 · VW $126.47i SEC
2018   Q2 7,906 0.01 Reduce 17.71% <0.01 $120.74–132.09 · VW $127.66i $967,000 SEC
2018   Q1 9,608 0.02 Add 195.36% 0.01 $130.79–150.55 · VW $137.65i $1,334,000 SEC
2017   Q4 3,253 <0.01 Buy <0.01 $128.79–150.42 · VW $143.04i $441,000 SEC
2017   Q3 0 0.00 Sell 100.00% <0.01 $113.76–134.47 · VW $126.89i SEC
2017   Q2 2,293 <0.01 Reduce 48.71% <0.01 $119.07–129.60 · VW $125.59i $290,000 SEC
2017   Q1 4,471 <0.01 Buy <0.01 $116.25–125.49 · VW $121.13i $539,000 SEC
2016   Q1 0 0.00 Sell 100.00% <0.01 $103.07–118.28 · VW $110.42i SEC
2015   Q4 7,190 <0.01 Add 9.01% <0.01 $101.23–116.48 · VW $108.25i $811,000 SEC
2015   Q3 6,596 <0.01 Reduce 30.59% <0.01 $95.21–114.77 · VW $107.62i $656,000 SEC
2015   Q2 9,503 <0.01 Add 183.08% <0.01 $95.86–107.09 · VW $103.02i $919,000 SEC
2015   Q1 3,357 <0.01 Reduce 9.83% <0.01 $100.76–110.49 · VW $104.12i $363,000 SEC
2014   Q4 3,723 <0.01 Add 2.08% <0.01 $99.82–108.24 · VW $103.63i $394,000 SEC
2014   Q3 3,647 <0.01 Add 42.13% <0.01 $88.81–101.19 · VW $96.93i $343,000 SEC
2014   Q2 2,566 <0.01 Add 0.20% $89.55–96.18 · VW $91.76i $241,000 SEC
2014   Q1 2,561 <0.01 Reduce 33.50% <0.01 $79.89–90.94 · VW $87.14i $218,000 SEC
2013   Q4 3,851 <0.01 Add 9.93% <0.01 $80.88–91.68 · VW $84.61i $349,000 SEC
2013   Q3 3,503 0.01 Buy 0.01 $79.12–88.05 · VW $84.49i $297,000 SEC
Price snapshot:
Current price$341.51
Avg. buy price$270.05
+/- since buy26.46%
52-week low$245.29
52-week high$349.35