Exited position

Tom Russo’s Travelers Companies Inc (TRV) position

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

Gardner Russo & Quinn · formerly Gardner Russo & GardnerVerified through Q2 2026
Relationship snapshot

At a glance

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

First reportedQ1 2007Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares8.85KHighest verified quarter-end share count
Quarters reported4Verified quarters with shares above zero
What happened?

Gardner Russo & Quinn · formerly Gardner Russo & Gardner first reported Travelers Companies Inc in Q1 2007. The reported position was reduced across later filings. The latest verified relationship event shows that Gardner Russo & Quinn · formerly Gardner Russo & Gardner sold the entire position in Q2 2008, and the stock is no longer reported in the latest verified portfolio.

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 2008
Sold the entire position−6.56K shares · No shares reported at quarter-end
Q1 2008
Sold 5.7% of the position−397 shares · 6.56K shares remained
Filing context

Quarter-end price $47.87 · Estimated holding basis $50.32

Q4 2007
New position+6.96K shares · 6.96K shares reported
Filing context

Quarter-end price $53.76 · Estimated holding basis $50.32

Portfolio importance

How important was Travelers Companies Inc in Gardner Russo & Quinn · formerly Gardner Russo & Gardner’s reported portfolio?

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

Last reported portfolio weight0.0%Q1 2008
Last reported rank#139of 432 reported positions
Peak portfolio weight0.0%Q1 2007
Best historical rank#136Q1 2007
At peak importanceQ1 2007
TRV
0.0%
Largest holding
8.1%
Cross-investor discovery

Who else owns Travelers Companies Inc?

Also reported by 3 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
Ray DalioBridgewater Associates, LP
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 verified investor filingQ2 2026 · filed 2026-08-13
Open SEC filing ↗

This tracker follows the current SEC filer, Gardner Russo & Quinn LLC (formerly Gardner Russo & Gardner), not Tom Russo’s personal brokerage account. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.