Ken Fisher's TRV Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 2,212 shares of The Travelers Companies, Inc. (TRV) worth $617,927, representing 0.00% of the portfolio. First purchased in 2013-Q3, this long-term strategic position has been held for 46 quarters.
Based on 13F filings since 2013, Ken Fisher has maintained a long-term strategic position in TRV, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2018, adding 4,871 shares. Largest reduction occurred in Q2 2022, reducing 4,038 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's The Travelers Companies (TRV) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Travelers Companies (TRV) Trades by Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2013 | +2,598 | New Buy | 2,598 | $84.68 |
| Q4 2013 | -2,598 | Sold Out | 0 | $0.00 |
| Q2 2014 | +2,424 | New Buy | 2,424 | $94.06 |
| Q3 2014 | -2,424 | Sold Out | 0 | $0.00 |
| Q4 2014 | +2,716 | New Buy | 2,716 | $106.04 |
| Q1 2015 | -251 | Reduce 9.24% | 2,465 | $108.32 |
| Q2 2015 | -69 | Reduce 2.80% | 2,396 | $96.83 |
| Q3 2015 | -219 | Reduce 9.14% | 2,177 | $99.68 |
| Q4 2015 | +882 | Add 40.51% | 3,059 | $112.78 |
| Q1 2016 | -492 | Reduce 16.08% | 2,567 | $116.09 |
| Q2 2016 | +104 | Add 4.05% | 2,671 | $118.31 |
| Q3 2016 | -292 | Reduce 10.93% | 2,379 | $114.75 |
| Q4 2016 | +205 | Add 8.62% | 2,584 | $122.29 |
| Q1 2017 | -123 | Reduce 4.76% | 2,461 | $120.68 |
| Q2 2017 | -199 | Reduce 8.09% | 2,262 | $126.44 |
| Q3 2017 | +18 | Add 0.80% | 2,280 | $122.37 |
| Q4 2017 | +577 | Add 25.31% | 2,857 | $135.81 |
| Q1 2018 | -1,316 | Reduce 46.06% | 1,541 | $138.87 |
| Q2 2018 | +4,871 | Add 316.09% | 6,412 | $122.43 |
| Q3 2018 | -3,987 | Reduce 62.18% | 2,425 | $129.90 |
| Q4 2018 | -686 | Reduce 28.29% | 1,739 | $119.61 |
| Q1 2019 | -1,739 | Sold Out | 0 | $0.00 |
| Q2 2019 | +1,928 | New Buy | 1,928 | $149.38 |
| Q3 2019 | +9 | Add 0.47% | 1,937 | $148.68 |
| Q4 2019 | -180 | Reduce 9.29% | 1,757 | $137.17 |
| Q1 2020 | -1,757 | Sold Out | 0 | $0.00 |
| Q3 2020 | +2,108 | New Buy | 2,108 | $108.16 |
| Q4 2020 | -61 | Reduce 2.89% | 2,047 | $140.21 |
| Q1 2021 | -436 | Reduce 21.30% | 1,611 | $150.22 |
| Q2 2021 | -267 | Reduce 16.57% | 1,344 | $149.55 |
| Q3 2021 | +78 | Add 5.80% | 1,422 | $151.90 |
| Q4 2021 | +2,797 | Add 196.69% | 4,219 | $156.44 |
| Q1 2022 | -181 | Reduce 4.29% | 4,038 | $182.76 |
| Q2 2022 | -4,038 | Sold Out | 0 | $0.00 |
| Q4 2022 | +1,255 | New Buy | 1,255 | $187.25 |
| Q1 2023 | +328 | Add 26.14% | 1,583 | $171.51 |
| Q2 2023 | +599 | Add 37.84% | 2,182 | $173.70 |
| Q3 2023 | +109 | Add 5.00% | 2,291 | $163.32 |
| Q4 2023 | -465 | Reduce 20.30% | 1,826 | $190.54 |
| Q1 2024 | +352 | Add 19.28% | 2,178 | $230.22 |
| Q2 2024 | -712 | Reduce 32.69% | 1,466 | $203.36 |
| Q3 2024 | -522 | Reduce 35.61% | 944 | $234.37 |
| Q4 2024 | +461 | Add 48.83% | 1,405 | $241.06 |
| Q1 2025 | +113 | Add 8.04% | 1,518 | $264.49 |
| Q2 2025 | +316 | Add 20.82% | 1,834 | $267.61 |
| Q3 2025 | +378 | Add 20.61% | 2,212 | $279.35 |
Ken Fisher's The Travelers Companies Investment FAQs
Ken Fisher first purchased The Travelers Companies, Inc. (TRV) in Q3 2013, acquiring 2,598 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held The Travelers Companies, Inc. (TRV) for 46 quarters since Q3 2013.
Ken Fisher's largest addition to The Travelers Companies, Inc. (TRV) was in Q2 2018, adding 6,412 shares worth $785,000.
According to the latest 13F filing for Q3 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 2,212 shares of The Travelers Companies, Inc. (TRV), valued at approximately $617,927.
As of the Q3 2025 filing, The Travelers Companies, Inc. (TRV) represents approximately 0.00% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.
Ken Fisher's peak holding in The Travelers Companies, Inc. (TRV) was 6,412 shares, as reported at the end of Q2 2018.