Robert Olstein - Olstein Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    99
Portfolio value:    $458,067,000
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 21,000 1.34 Reduce 12.50% 0.18 $283.28–313.12 · VW $300.51i $6,125,000 SEC
2025   Q4 24,000 1.43 $290.04 $6,961,000 SEC
2025   Q3 24,000 1.27 $279.21 $6,701,000 SEC
2025   Q2 24,000 1.20 Reduce 20.00% 0.29 $249.19–277.83 · VW $262.42i $6,421,000 SEC
2025   Q1 30,000 1.46 Reduce 6.25% 0.09 $230.43–266.74 · VW $253.77i $7,934,000 SEC
2024   Q4 32,000 1.36 $240.88 $7,708,000 SEC
2024   Q3 32,000 1.27 Add 3.23% 0.04 $206.43–269.56 · VW $240.64i $7,492,000 SEC
2024   Q2 31,000 1.12 $203.35 $6,304,000 SEC
2024   Q1 31,000 1.17 Reduce 24.39% 0.32 $202.60–232.75 · VW $215.84i $7,134,000 SEC
2023   Q4 41,000 1.32 $190.49 $7,810,000 SEC
2023   Q3 41,000 1.15 Add 36.67% 0.31 $157.33–173.47 · VW $166.08i $6,696,000 SEC
2023   Q2 30,000 0.84 Add 5.26% 0.04 $164.75–185.77 · VW $174.38i $5,210,000 SEC
2023   Q1 28,500 0.77 Add 18.75% 0.12 $161.33–189.90 · VW $177.46i $4,885,000 SEC
2022   Q4 24,000 0.71 Reduce 11.11% 0.08 $177.88–194.51 · VW $187.84i $4,500,000 SEC
2022   Q3 27,000 0.69 $153.19 $4,136,000 SEC
2022   Q2 27,000 0.68 Reduce 15.63% 0.11 $152.11–179.96 · VW $163.59i $4,567,000 SEC
2022   Q1 32,000 0.73 Reduce 37.25% 0.35 $162.80–187.98 · VW $173.95i $5,847,000 SEC
2021   Q4 51,000 0.95 $156.43 $7,978,000 SEC
2021   Q3 51,000 0.95 $152.02 $7,753,000 SEC
2021   Q2 51,000 0.96 Add 15.91% 0.13 $144.44–162.71 · VW $152.02i $7,635,000 SEC
2021   Q1 44,000 0.92 $150.41 $6,618,000 SEC
2020   Q4 44,000 0.99 Reduce 14.89% 0.15 $120.42–152.29 · VW $136.34i $6,176,000 SEC
2020   Q3 51,700 1.01 Add 1.37% 0.01 $105.67–127.55 · VW $117.98i $5,593,000 SEC
2020   Q2 51,000 1.09 Add 7.55% 0.08 $85.10–128.13 · VW $109.22i $5,817,000 SEC
2020   Q1 47,420 1.04 Add 55.99% 0.37 $76.99–138.16 · VW $105.45i $4,711,000 SEC
2019   Q4 30,400 0.65 $136.94 $4,163,000 SEC
2019   Q3 30,400 0.71 $148.68 $4,520,000 SEC
2019   Q2 30,400 0.74 Reduce 7.88% 0.06 $139.96–155.09 · VW $147.22i $4,545,000 SEC
2019   Q1 33,000 0.76 Reduce 5.71% 0.04 $124.36–143.86 · VW $137.32i $4,526,000 SEC
2018   Q4 35,000 0.69 Reduce 21.35% 0.17 $111.08–131.81 · VW $122.81i $4,191,000 SEC
2018   Q3 44,500 0.78 $129.71 $5,772,000 SEC
2018   Q2 44,500 0.73 Add 18.67% 0.11 $120.74–132.09 · VW $127.66i $5,444,000 SEC
2018   Q1 37,500 0.67 Reduce 8.54% 0.06 $130.79–150.55 · VW $137.65i $5,207,000 SEC
2017   Q4 41,000 0.71 $135.63 $5,561,000 SEC
2017   Q3 41,000 0.65 Add 2.50% 0.02 $113.76–134.47 · VW $126.89i $5,023,000 SEC
2017   Q2 40,000 0.65 Reduce 2.44% 0.02 $119.07–129.60 · VW $125.59i $5,061,000 SEC
2017   Q1 41,000 0.65 $120.54 $4,942,000 SEC
2016   Q4 41,000 0.66 $122.41 $5,019,000 SEC
2016   Q3 41,000 0.63 Reduce 4.87% 0.03 $106.86–119.32 · VW $111.45i $4,697,000 SEC
2016   Q2 43,100 0.71 $119.05 $5,131,000 SEC
2016   Q1 43,100 0.69 Reduce 4.22% 0.03 $103.07–118.28 · VW $110.42i $5,030,000 SEC
2015   Q4 45,000 0.68 Reduce 29.69% 0.24 $101.23–116.48 · VW $108.25i $5,079,000 SEC
2015   Q3 64,000 0.82 $99.53 $6,370,000 SEC
2015   Q2 64,000 0.66 Add 14.29% 0.08 $95.86–107.09 · VW $103.02i $6,186,000 SEC
2015   Q1 56,000 0.67 $108.13 $6,055,000 SEC
2014   Q4 56,000 0.75 Add 47.37% 0.24 $99.82–108.24 · VW $103.63i $5,928,000 SEC
2014   Q3 38,000 0.48 Buy 0.48 $88.81–101.19 · VW $96.93i $3,570,000 SEC
Price snapshot:
Current price$341.51
Avg. buy price$135.73
+/- since buy151.61%
52-week low$245.29
52-week high$349.35