Travelers Companies, Inc.
The Travelers Companies, Inc. is a leading American multinational insurance and investment firm headquartered in New York City, NY. Founded in 1853, Travelers is one of the largest writers of U.S. commercial property casualty insurance and offers a broad array of insurance and risk management services for individuals, businesses, and government units. The company operates with over 34,000 employees and has a significant presence in the United States, with branch offices in every state, and international operations in the UK, Ireland, Singapore, China, Canada, and Brazil.
Investment Strategy
Travelers manages its investment portfolio primarily to support its insurance operations, focusing on stable, risk-adjusted returns and credit quality. The portfolio, valued at $94.2 billion as of end-2024, is composed of 94% fixed income investments with a significant allocation to municipal and corporate bonds, nearly all of which are investment grade. The company avoids excessive risk-taking to ensure capital adequacy for meeting future claims, particularly prioritizing stability, liquidity, and reliability across various market conditions. The investment strategy is overseen by a committee dedicated to managing risks such as credit and valuation, and aims to ensure the portfolio remains a reliable contributor to financial results without reaching for yield that is not commensurate with underlying risk.
Latest 13F Filing Activity
Travelers Companies, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 1 equity positions with a total 13F market value of $119M. The fund increased holdings in Fidelis Insurance Holdings Limited. Travelers Companies, Inc. reduced exposure to Ramaco Resources Inc., Ramaco Resources Inc. Class B, Fidelis Insurance Holdings Limited.
Top Holdings
Equity Positions (1)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FIHL | FIDELIS INSURANCE HOLDINGS LIMITED | 100.00% | $119.4M | 7,202,354 | $12.67 | $16.58 | +$2.7M |