John Gunn - Dodge & Cox
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    222
Portfolio value:    $181,976,456,224
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 92,776 0.01 Reduce 2.12% <0.01 $283.28–313.12 · VW $300.51i $27,060,904 SEC
2025   Q4 94,782 0.01 Reduce 6.12% <0.01 $264.25–296.85 · VW $281.87i $27,492,467 SEC
2025   Q3 100,965 0.02 Reduce 2.85% <0.01 $252.26–287.95 · VW $269.61i $28,191,447 SEC
2025   Q2 103,926 0.02 Reduce 2.67% <0.01 $249.19–277.83 · VW $262.42i $27,804,362 SEC
2025   Q1 106,777 0.02 Reduce 1.30% <0.01 $230.43–266.74 · VW $253.77i $28,238,245 SEC
2024   Q4 108,188 0.02 Reduce 3.89% <0.01 $230.23–269.05 · VW $248.15i $26,061,407 SEC
2024   Q3 112,570 0.01 Reduce 0.27% $206.43–269.56 · VW $240.64i $26,354,888 SEC
2024   Q2 112,870 0.01 $203.34 $22,950,986 SEC
2024   Q1 112,870 0.02 Reduce 0.79% <0.01 $202.60–232.75 · VW $215.84i $25,975,902 SEC
2023   Q4 113,770 0.01 Reduce 0.04% $165.84–215.21 · VW $197.47i $21,672,047 SEC
2023   Q3 113,820 0.01 Reduce 1.47% <0.01 $157.33–173.47 · VW $166.08i $18,587,944 SEC
2023   Q2 115,520 0.01 Reduce 1.79% <0.01 $164.75–185.77 · VW $174.38i $20,061,203 SEC
2023   Q1 117,620 0.01 Reduce 0.08% $161.33–189.90 · VW $177.46i $20,161,244 SEC
2022   Q4 117,720 0.02 Reduce 3.33% <0.01 $177.88–194.51 · VW $187.84i $22,071,323 SEC
2022   Q3 121,775 0.01 Reduce 2.44% <0.01 $149.65–185.11 · VW $173.07i $18,656,000 SEC
2022   Q2 124,825 0.01 Reduce 1.00% <0.01 $152.11–179.96 · VW $163.59i $21,112,000 SEC
2022   Q1 126,085 0.01 Reduce 0.24% $162.80–187.98 · VW $173.95i $23,040,000 SEC
2021   Q4 126,385 0.01 Reduce 0.80% <0.01 $145.40–171.46 · VW $161.01i $19,770,000 SEC
2021   Q3 127,410 0.01 Reduce 0.56% <0.01 $147.50–163.29 · VW $157.22i $19,368,000 SEC
2021   Q2 128,130 0.01 Reduce 1.31% <0.01 $144.44–162.71 · VW $152.02i $19,182,000 SEC
2021   Q1 129,830 0.01 Reduce 1.96% <0.01 $135.89–161.19 · VW $150.58i $19,526,000 SEC
2020   Q4 132,430 0.01 Reduce 3.05% <0.01 $120.42–152.29 · VW $136.34i $18,589,000 SEC
2020   Q3 136,591 0.01 Reduce 2.47% <0.01 $105.67–127.55 · VW $117.98i $14,778,000 SEC
2020   Q2 140,056 0.01 Reduce 2.35% <0.01 $85.10–128.13 · VW $109.22i $15,973,000 SEC
2020   Q1 143,431 0.02 Reduce 1.81% <0.01 $76.99–138.16 · VW $105.45i $14,250,000 SEC
2019   Q4 146,081 0.02 Reduce 0.55% <0.01 $129.77–141.87 · VW $134.42i $20,006,000 SEC
2019   Q3 146,883 0.02 Reduce 0.65% <0.01 $128.29–153.65 · VW $137.67i $21,840,000 SEC
2019   Q2 147,844 0.02 Reduce 0.81% <0.01 $139.96–155.09 · VW $147.22i $22,106,000 SEC
2019   Q1 149,044 0.02 Reduce 0.03% $124.36–143.86 · VW $137.32i $20,443,000 SEC
2018   Q4 149,094 0.02 Reduce 1.38% <0.01 $111.08–131.81 · VW $122.81i $17,854,000 SEC
2018   Q3 151,173 0.02 Reduce 1.45% <0.01 $119.67–134.61 · VW $126.47i $19,609,000 SEC
2018   Q2 153,393 0.02 Reduce 2.14% <0.01 $120.74–132.09 · VW $127.66i $18,766,000 SEC
2018   Q1 156,743 0.02 Reduce 4.33% <0.01 $130.79–150.55 · VW $137.65i $21,765,000 SEC
2017   Q4 163,843 0.02 Reduce 4.27% <0.01 $128.79–150.42 · VW $143.04i $22,224,000 SEC
2017   Q3 171,159 0.02 Reduce 5.74% <0.01 $113.76–134.47 · VW $126.89i $20,970,000 SEC
2017   Q2 181,583 0.02 Reduce 1.09% <0.01 $119.07–129.60 · VW $125.59i $22,976,000 SEC
2017   Q1 183,583 0.02 Reduce 4.02% <0.01 $116.25–125.49 · VW $121.13i $22,129,000 SEC
2016   Q4 191,269 0.02 Reduce 2.21% <0.01 $103.45–123.09 · VW $114.77i $23,415,000 SEC
2016   Q3 195,583 0.02 Reduce 0.89% <0.01 $106.86–119.32 · VW $111.45i $22,404,000 SEC
2016   Q2 197,333 0.02 Reduce 1.85% <0.01 $108.68–119.30 · VW $114.73i $23,491,000 SEC
2016   Q1 201,045 0.02 Reduce 1.03% <0.01 $103.07–118.28 · VW $110.42i $23,464,000 SEC
2015   Q4 203,145 0.02 Reduce 3.11% <0.01 $101.23–116.48 · VW $108.25i $22,927,000 SEC
2015   Q3 209,671 0.02 Reduce 3.75% <0.01 $95.21–114.77 · VW $107.62i $20,869,000 SEC
2015   Q2 217,841 0.02 Reduce 2.67% <0.01 $95.86–107.09 · VW $103.02i $21,057,000 SEC
2015   Q1 223,807 0.02 Reduce 4.10% <0.01 $100.76–110.49 · VW $104.12i $24,200,000 SEC
2014   Q4 233,380 0.02 Reduce 2.90% <0.01 $99.82–108.24 · VW $103.63i $24,703,000 SEC
2014   Q3 240,340 0.02 Reduce 2.83% <0.01 $88.81–101.19 · VW $96.93i $22,578,000 SEC
2014   Q2 247,350 0.02 Reduce 7.38% <0.01 $89.55–96.18 · VW $91.76i $23,268,000 SEC
2014   Q1 267,050 0.02 Reduce 4.95% <0.01 $79.89–90.94 · VW $87.14i $22,726,000 SEC
2013   Q4 280,950 0.03 Reduce 1.81% <0.01 $80.88–91.68 · VW $84.61i $25,437,000 SEC
2013   Q3 286,125 0.03 Reduce 2.70% <0.01 $79.12–88.05 · VW $84.49i $24,255,000 SEC
2013   Q2 294,075 0.03 Buy 0.03 $77.38–87.91 · VW $82.95i $23,502,000 SEC
2013   Q1 0 0.00 Sell 100.00% 0.03 $77.79–89.00 · VW $84.07i SEC
2012   Q4 310,245 0.03 Buy 0.03 $67.77–80.00 · VW $75.41i $22,282,000 SEC
2012   Q3 0 0.00 Sell 100.00% 0.10 $62.45–74.70 · VW $69.36i SEC
2012   Q2 354,565 0.10 Reduce 17.46% 0.02 $60.08–65.27 · VW $62.67i $22,635,000 SEC
2012   Q1 429,581 0.11 Reduce 41.49% 0.08 $55.86–64.82 · VW $61.67i $25,431,000 SEC
2011   Q4 734,263 0.20 Reduce 92.70% 0.68 $52.51–61.62 · VW $57.48i $43,446,000 SEC
2011   Q3 10,062,501 0.74 Reduce 1.95% 0.01 $45.97–59.63 · VW $54.65i $490,346,000 SEC
2011   Q2 10,262,451 0.71 Reduce 3.12% 0.02 $54.88–64.17 · VW $58.06i $599,122,000 SEC
2011   Q1 10,592,741 0.73 Reduce 1.35% 0.01 $56.27–63.37 · VW $60.97i $630,056,000 SEC
2010   Q4 10,737,884 0.74 Reduce 2.18% 0.02 $52.88–57.78 · VW $55.64i $598,208,000 SEC
2010   Q3 10,977,074 0.76 Reduce 1.85% 0.01 $48.46–55.90 · VW $53.19i $571,906,000 SEC
2010   Q2 11,183,890 0.79 Reduce 0.37% <0.01 $47.69–52.00 · VW $50.05i $550,807,000 SEC
2010   Q1 11,224,903 0.76 Reduce 1.36% 0.01 $48.88–54.83 · VW $51.48i $605,471,000 SEC
2009   Q4 11,379,553 0.75 Reduce 7.11% 0.06 $47.35–54.47 · VW $50.83i $567,385,000 SEC
2009   Q3 12,251,038 0.81 Reduce 3.41% 0.03 $43.20–52.09 · VW $48.36i $603,119,000 SEC
2009   Q2 12,683,886 0.83 Reduce 3.16% 0.03 $37.22–45.11 · VW $41.80i $520,547,000 SEC
2009   Q1 13,097,742 1.02 Reduce 3.94% 0.04 $33.07–43.97 · VW $39.39i $532,292,000 SEC
2008   Q4 13,635,342 0.98 Reduce 2.59% 0.02 $33.85–45.91 · VW $39.47i $616,317,000 SEC
2008   Q3 13,998,226 0.74 Reduce 39.76% 0.39 $28.91–58.57 · VW $43.34i $632,720,000 SEC
2008   Q2 23,236,341 0.99 Reduce 20.93% 0.28 $41.26–52.80 · VW $46.06i $1,008,457,000 SEC
2008   Q1 29,386,432 1.34 Reduce 24.08% 0.43 $44.00–51.43 · VW $48.61i $1,406,141,000 SEC
2007   Q4 38,707,791 1.77 Reduce 4.64% 0.07 $43.00–55.84 · VW $48.98i $2,082,479,000 SEC
2007   Q3 40,591,565 1.58 Reduce 2.30% 0.04 $47.26–54.98 · VW $51.48i $2,043,379,000 SEC
2007   Q2 41,546,565 1.70 Reduce 1.88% 0.03 $50.04–56.97 · VW $52.60i $2,222,741,000 SEC
2007   Q1 42,341,406 1.83 Buy 1.83 $48.65–56.99 · VW $53.25i $2,192,015,000 SEC
Price snapshot:
Current price$341.51
Avg. buy price$79.92
+/- since buy327.31%
52-week low$245.29
52-week high$349.35