Ray Dalio's TRV Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 90,458 shares of The Travelers Companies, Inc. (TRV) worth $25.26 M, representing 0.10% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 31 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 |
|---|---|---|---|---|
| Q2 2013 | +14,982 | Add 0.00% | 14,981 | $79.90 |
| Q3 2013 | -3,101 | Reduce 20.70% | 11,880 | $84.76 |
| Q4 2013 | -11,880 | Sold Out | 0 | $0.00 |
| Q1 2014 | +18,780 | New Buy | 18,780 | $85.09 |
| Q2 2014 | -18,780 | Sold Out | 0 | $0.00 |
| Q3 2014 | +6,780 | New Buy | 6,780 | $93.95 |
| Q4 2014 | -6,780 | Sold Out | 0 | $0.00 |
| Q1 2018 | +5,538 | New Buy | 5,538 | $138.86 |
| Q2 2018 | +33,162 | Add 598.81% | 38,700 | $122.35 |
| Q3 2018 | -26,193 | Reduce 67.68% | 12,507 | $129.69 |
| Q4 2018 | +56,920 | Add 455.11% | 69,427 | $119.75 |
| Q1 2019 | -69,427 | Sold Out | 0 | $0.00 |
| Q1 2020 | +14,058 | New Buy | 14,058 | $99.37 |
| Q2 2020 | -4,855 | Reduce 34.54% | 9,203 | $114.09 |
| Q3 2020 | -9,203 | Sold Out | 0 | $0.00 |
| Q4 2021 | +22,945 | New Buy | 22,945 | $156.42 |
| Q1 2022 | +60,349 | Add 263.02% | 83,294 | $182.73 |
| Q2 2022 | +59,670 | Add 71.64% | 142,964 | $169.13 |
| Q3 2022 | -128,837 | Reduce 90.12% | 14,127 | $153.18 |
| Q4 2022 | +124,401 | Add 880.59% | 138,528 | $187.49 |
| Q1 2023 | -134,938 | Reduce 97.41% | 3,590 | $171.41 |
| Q2 2023 | +3,417 | Add 95.18% | 7,007 | $173.66 |
| Q3 2023 | +286 | Add 4.08% | 7,293 | $163.31 |
| Q4 2023 | +44,955 | Add 616.41% | 52,248 | $190.49 |
| Q1 2024 | +127,794 | Add 244.59% | 180,042 | $230.14 |
| Q2 2024 | -36,941 | Reduce 20.52% | 143,101 | $203.34 |
| Q3 2024 | -76,438 | Reduce 53.42% | 66,663 | $234.12 |
| Q4 2024 | +25,787 | Add 38.68% | 92,450 | $240.89 |
| Q1 2025 | +95,034 | Add 102.80% | 187,484 | $264.46 |
| Q2 2025 | -97,076 | Reduce 51.78% | 90,408 | $267.54 |
| Q3 2025 | +50 | Add 0.06% | 90,458 | $279.22 |
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 31 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 Q3 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 90,458 shares of The Travelers Companies, Inc. (TRV), valued at approximately $25.26 M.
As of the Q3 2025 filing, The Travelers Companies, Inc. (TRV) represents approximately 0.10% 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.