Ronald Muhlenkamp's TRV Position Overview
Ronald Muhlenkamp (via Muhlenkamp & Co INC) currently holds 6,627 shares of The Travelers Companies, Inc. (TRV) worth $1.85 M, representing 0.50% of the portfolio. First purchased in 2025-Q1, this short-term holding has been held for 3 quarters.
Based on 13F filings, Ronald Muhlenkamp has maintained this position in TRV for several quarters, showing initial confidence in the investment. Largest reduction occurred in Q3 2025, reducing 21 shares.
Analysis based on 13F filings available since 2013 Q2
Ronald Muhlenkamp's The Travelers Companies (TRV) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Travelers Companies (TRV) Trades by Ronald Muhlenkamp
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2025 | +6,648 | New Buy | 6,648 | $264.46 |
| Q3 2025 | -21 | Reduce 0.32% | 6,627 | $279.22 |
Ronald Muhlenkamp's The Travelers Companies Investment FAQs
Ronald Muhlenkamp first purchased The Travelers Companies, Inc. (TRV) in Q1 2025, acquiring 6,648 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ronald Muhlenkamp has held The Travelers Companies, Inc. (TRV) for 3 quarters since Q1 2025.
Ronald Muhlenkamp's largest addition to The Travelers Companies, Inc. (TRV) was in Q1 2025, adding 6,648 shares worth $1.76 M.
According to the latest 13F filing for Q3 2025, Ronald Muhlenkamp's firm, Muhlenkamp & Co INC, owns 6,627 shares of The Travelers Companies, Inc. (TRV), valued at approximately $1.85 M.
As of the Q3 2025 filing, The Travelers Companies, Inc. (TRV) represents approximately 0.50% of Ronald Muhlenkamp's publicly disclosed stock portfolio, making it one of their key holdings.
Ronald Muhlenkamp's peak holding in The Travelers Companies, Inc. (TRV) was 6,648 shares, as reported at the end of Q1 2025.