Ron Muhlenkamp - Muhlenkamp & Company
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    29
Portfolio value:    $379,789,142
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 6,627 0.51 $291.68 $1,932,963 SEC
2025   Q4 6,627 0.52 $290.06 $1,922,228 SEC
2025   Q3 6,627 0.50 Reduce 0.32% <0.01 $252.26–287.95 · VW $269.61i $1,850,391 SEC
2025   Q2 6,648 0.56 $267.54 $1,778,606 SEC
2025   Q1 6,648 0.58 Buy 0.58 $230.43–266.74 · VW $253.77i $1,758,130 SEC
Price snapshot:
Current price$341.51
Avg. buy price$264.46
+/- since buy29.13%
52-week low$245.29
52-week high$349.35