Ray Dalio's TRV Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 24,673 shares of The Travelers Companies, Inc. (TRV) worth $7.16 M, representing 0.03% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 32 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in TRV, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2024, adding 127,794 shares. Largest reduction occurred in Q1 2023, reducing 134,938 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's The Travelers Companies (TRV) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Travelers Companies (TRV) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -65,785 | Reduce 72.72% | 24,673 | $290.06 |
| Q3 2025 | +50 | Add 0.06% | 90,458 | $279.22 |
| Q2 2025 | -97,076 | Reduce 51.78% | 90,408 | $267.54 |
| Q1 2025 | +95,034 | Add 102.80% | 187,484 | $264.46 |
| Q4 2024 | +25,787 | Add 38.68% | 92,450 | $240.89 |
| Q3 2024 | -76,438 | Reduce 53.42% | 66,663 | $234.12 |
| Q2 2024 | -36,941 | Reduce 20.52% | 143,101 | $203.34 |
| Q1 2024 | +127,794 | Add 244.59% | 180,042 | $230.14 |
| Q4 2023 | +44,955 | Add 616.41% | 52,248 | $190.49 |
| Q3 2023 | +286 | Add 4.08% | 7,293 | $163.31 |
| Q2 2023 | +3,417 | Add 95.18% | 7,007 | $173.66 |
| Q1 2023 | -134,938 | Reduce 97.41% | 3,590 | $171.41 |
| Q4 2022 | +124,401 | Add 880.59% | 138,528 | $187.49 |
| Q3 2022 | -128,837 | Reduce 90.12% | 14,127 | $153.18 |
| Q2 2022 | +59,670 | Add 71.64% | 142,964 | $169.13 |
| Q1 2022 | +60,349 | Add 263.02% | 83,294 | $182.73 |
| Q4 2021 | +22,945 | New Buy | 22,945 | $156.42 |
| Q3 2020 | -9,203 | Sold Out | 0 | $0.00 |
| Q2 2020 | -4,855 | Reduce 34.54% | 9,203 | $114.09 |
| Q1 2020 | +14,058 | New Buy | 14,058 | $99.37 |
| Q1 2019 | -69,427 | Sold Out | 0 | $0.00 |
| Q4 2018 | +56,920 | Add 455.11% | 69,427 | $119.75 |
| Q3 2018 | -26,193 | Reduce 67.68% | 12,507 | $129.69 |
| Q2 2018 | +33,162 | Add 598.81% | 38,700 | $122.35 |
| Q1 2018 | +5,538 | New Buy | 5,538 | $138.86 |
| Q4 2014 | -6,780 | Sold Out | 0 | $0.00 |
| Q3 2014 | +6,780 | New Buy | 6,780 | $93.95 |
| Q2 2014 | -18,780 | Sold Out | 0 | $0.00 |
| Q1 2014 | +18,780 | New Buy | 18,780 | $85.09 |
| Q4 2013 | -11,880 | Sold Out | 0 | $0.00 |
| Q3 2013 | -3,101 | Reduce 20.70% | 11,880 | $84.76 |
| Q2 2013 | +14,981 | Add 0.00% | 14,981 | $79.90 |
Ray Dalio's The Travelers Companies Investment FAQs
Ray Dalio first purchased The Travelers Companies, Inc. (TRV) in Q2 2013, acquiring 14,981 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held The Travelers Companies, Inc. (TRV) for 32 quarters since Q2 2013.
Ray Dalio's largest addition to The Travelers Companies, Inc. (TRV) was in Q1 2024, adding 180,042 shares worth $41.43 M.
According to the latest 13F filing for Q4 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 24,673 shares of The Travelers Companies, Inc. (TRV), valued at approximately $7.16 M.
As of the Q4 2025 filing, The Travelers Companies, Inc. (TRV) represents approximately 0.03% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in The Travelers Companies, Inc. (TRV) was 187,484 shares, as reported at the end of Q1 2025.