Jefferies Group's TRV Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 23,999 shares of The Travelers Companies, Inc. (TRV) worth $6.7 M, representing 0.03% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 12 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in TRV, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2025, adding 156,512 shares. Largest reduction occurred in Q3 2025, reducing 143,972 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's The Travelers Companies (TRV) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Travelers Companies (TRV) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2022 | +9,946 | New Buy | 9,946 | $187.49 |
| Q1 2023 | -4,747 | Reduce 47.73% | 5,199 | $171.41 |
| Q2 2023 | +15,539 | Add 298.88% | 20,738 | $173.66 |
| Q3 2023 | -4,417 | Reduce 21.30% | 16,321 | $163.31 |
| Q4 2023 | -16,321 | Sold Out | 0 | $0.00 |
| Q1 2024 | +5,621 | New Buy | 5,621 | $230.14 |
| Q2 2024 | +11,213 | Add 199.48% | 16,834 | $203.34 |
| Q3 2024 | -991 | Reduce 5.89% | 15,843 | $234.12 |
| Q4 2024 | -14,415 | Reduce 90.99% | 1,428 | $240.89 |
| Q1 2025 | +10,031 | Add 702.45% | 11,459 | $264.46 |
| Q2 2025 | +156,512 | Add 1365.84% | 167,971 | $267.54 |
| Q3 2025 | -143,972 | Reduce 85.71% | 23,999 | $279.22 |
Jefferies Group's The Travelers Companies Investment FAQs
Jefferies Group first purchased The Travelers Companies, Inc. (TRV) in Q4 2022, acquiring 9,946 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held The Travelers Companies, Inc. (TRV) for 12 quarters since Q4 2022.
Jefferies Group's largest addition to The Travelers Companies, Inc. (TRV) was in Q2 2025, adding 167,971 shares worth $44.94 M.
According to the latest 13F filing for Q3 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 23,999 shares of The Travelers Companies, Inc. (TRV), valued at approximately $6.7 M.
As of the Q3 2025 filing, The Travelers Companies, Inc. (TRV) represents approximately 0.03% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in The Travelers Companies, Inc. (TRV) was 167,971 shares, as reported at the end of Q2 2025.