Jeremy Grantham's TRV Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 30,521 shares of The Travelers Companies, Inc. (TRV) worth $8.85 M, representing 0.02% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 32 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in TRV, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2016, adding 853,684 shares. Largest reduction occurred in Q3 2016, reducing 1.45 M shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's The Travelers Companies (TRV) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Travelers Companies (TRV) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +4,349 | Add 16.62% | 30,521 | $290.06 |
| Q3 2025 | +20,092 | Add 330.46% | 26,172 | $279.22 |
| Q2 2025 | +6,080 | New Buy | 6,080 | $267.54 |
| Q4 2024 | -1,032 | Sold Out | 0 | $0.00 |
| Q3 2024 | -1,985 | Reduce 65.79% | 1,032 | $234.12 |
| Q2 2024 | -2,468 | Reduce 45.00% | 3,017 | $203.34 |
| Q1 2024 | +3,543 | Add 182.44% | 5,485 | $230.14 |
| Q4 2023 | +1,942 | New Buy | 1,942 | $190.49 |
| Q4 2022 | -2,073 | Sold Out | 0 | $0.00 |
| Q3 2022 | -3,000 | Reduce 59.14% | 2,073 | $153.40 |
| Q2 2022 | +5,073 | New Buy | 5,073 | $169.13 |
| Q4 2021 | -6,500 | Sold Out | 0 | $0.00 |
| Q3 2021 | +800 | Add 14.04% | 6,500 | $152.00 |
| Q2 2021 | +5,700 | New Buy | 5,700 | $149.65 |
| Q3 2017 | -183,822 | Sold Out | 0 | $0.00 |
| Q2 2017 | -131,900 | Reduce 41.78% | 183,822 | $126.53 |
| Q1 2017 | -272,631 | Reduce 46.34% | 315,722 | $120.54 |
| Q4 2016 | -289,873 | Reduce 33.01% | 588,353 | $122.42 |
| Q3 2016 | -1.45 M | Reduce 62.35% | 878,226 | $114.55 |
| Q2 2016 | +853,684 | Add 57.73% | 2.33 M | $119.04 |
| Q1 2016 | +630,730 | Add 74.37% | 1.48 M | $116.71 |
| Q4 2015 | +82,800 | Add 10.82% | 848,063 | $112.86 |
| Q3 2015 | +691,463 | Add 936.94% | 765,263 | $99.53 |
| Q2 2015 | -18,900 | Reduce 20.39% | 73,800 | $96.67 |
| Q1 2015 | +5,700 | Add 6.55% | 92,700 | $108.13 |
| Q4 2014 | -20,800 | Reduce 19.29% | 87,000 | $105.85 |
| Q3 2014 | +34,392 | Add 46.85% | 107,800 | $93.94 |
| Q2 2014 | -40,562 | Reduce 35.59% | 73,408 | $94.06 |
| Q1 2014 | -66,804 | Reduce 36.95% | 113,970 | $85.10 |
| Q4 2013 | -75,315 | Reduce 29.41% | 180,774 | $90.54 |
| Q3 2013 | -21,282 | Reduce 7.67% | 256,089 | $84.77 |
| Q2 2013 | +277,371 | Add 0.00% | 277,371 | $79.92 |
Jeremy Grantham's The Travelers Companies Investment FAQs
Jeremy Grantham first purchased The Travelers Companies, Inc. (TRV) in Q2 2013, acquiring 277,371 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held The Travelers Companies, Inc. (TRV) for 32 quarters since Q2 2013.
Jeremy Grantham's largest addition to The Travelers Companies, Inc. (TRV) was in Q2 2016, adding 2,332,477 shares worth $277.66 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 30,521 shares of The Travelers Companies, Inc. (TRV), valued at approximately $8.85 M.
As of the Q4 2025 filing, The Travelers Companies, Inc. (TRV) represents approximately 0.02% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in The Travelers Companies, Inc. (TRV) was 2,332,477 shares, as reported at the end of Q2 2016.