Current position

Ray Dalio’s Travelers Companies Inc (TRV) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Bridgewater Associates, LPVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ2 2013Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares187.48KHighest verified quarter-end share count
Quarters reported29Verified quarters with shares above zero
What happened?

Bridgewater Associates, LP first reported Travelers Companies Inc in Q2 2013. After an earlier exit, the position later appeared again in a verified filing. The reported position was increased and reduced across later filings. Bridgewater Associates, LP currently reports 38.57K shares. The latest verified filing showed: Bought 41.6% more.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
Bought 41.6% more+11.34K shares · 38.57K shares reported after the change
Filing context

Quarter-end price $330.12 · Estimated holding basis $272.98

Q1 2026
Bought 10.4% more+2.56K shares · 27.24K shares reported after the change
Filing context

Quarter-end price $291.68 · Estimated holding basis $249.19

Q4 2025
Sold 72.7% of the position−65.79K shares · 24.67K shares remained
Filing context

Quarter-end price $290.06 · Estimated holding basis $244.78

Q3 2025
Bought 0.06% more+50 shares · 90.46K shares reported after the change
Filing context

Quarter-end price $279.22 · Estimated holding basis $244.78

Q2 2025
Sold 51.8% of the position−97.08K shares · 90.41K shares remained
Filing context

Quarter-end price $267.54 · Estimated holding basis $244.76

Q1 2025
Bought 102.8% more+95.03K shares · 187.48K shares reported after the change
Filing context

Quarter-end price $264.46 · Estimated holding basis $244.76

Portfolio importance

How important is Travelers Companies Inc in Bridgewater Associates, LP’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight0.1%Q2 2026
Current rank#286of 997 reported positions
Peak portfolio weight0.2%Q1 2025
Best historical rank#85Q1 2024
At peak importanceQ1 2025
TRV
0.2%
Largest holding
8.7%
Cross-investor discovery

Who else owns Travelers Companies Inc?

Also reported by 2 other tracked investors in their latest verified filings.

Christopher BloomstranSemper Augustus Investments Group LLC
TRV0.7% of reported portfolio
Joel GreenblattGotham Asset Management
TRV0.1% of reported portfolio
Explore Travelers Companies Inc across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$375.202026-09-11

Market context only; not an investor transaction price.

Latest filing quarter-end price$330.12Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$272.98Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Bridgewater Associates, LP’s Form 13F disclosures, not Ray Dalio’s personal brokerage account. Form 13F reports quarter-end positions later and does not reveal exact trade dates or execution prices.