# Travelers Companies (TRV): value investors who own it

4 value investors held Travelers Companies in their Q3 2026 13F, led by Semper Augustus, Muhlenkamp & Company, Mairs & Power, Dodge & Cox.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Semper Augustus | 0.7% | $6.3m | Unchanged | 53 |
| Muhlenkamp & Company | 0.6% | $2.2m | Unchanged | 6 |
| Mairs & Power | 0.5% | $51.7m | Added +9.9% | 53 |
| Dodge & Cox | 0.0% | $29.8m | Trimmed -2.9% | 53 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-08-28 | OLIVO MARIA | EVP, ERM & Chief Risk Officer | Sold | 6000 | $2.2m |
| 2026-07-24 | Yin Daniel Tei-Hwa | EVP & Co-Chief Invest. Officer | Sold | 7153 | $2.8m |
| 2026-07-24 | Kurtzman Diane | EVP & Chief HR Officer | Sold | 4164 | $1.6m |
| 2026-07-22 | Rowland David Donnay | EVP & Co-Chief Invest. Officer | Sold | 5000 | $1.9m |
| 2026-07-22 | BESSETTE ANDY F | EVP and Chief Admin Officer | Sold | 2900 | $1.1m |
| 2026-07-22 | Munson Paul E. | SVP & Corp. Controller | Sold | 1525 | $564k |
| 2026-07-22 | BESSETTE ANDY F | EVP and Chief Admin Officer | Sold | 100 | $37k |
| 2026-07-21 | Frey Daniel S. | EVP & Chief Financial Officer | Sold | 11037 | $4.1m |
| 2026-07-21 | Lefebvre Mojgan M | EVP & Chief Tech & Ops Officer | Sold | 9213 | $3.4m |
| 2026-07-21 | Lefebvre Mojgan M | EVP & Chief Tech & Ops Officer | Sold | 7100 | $2.6m |
| 2026-07-21 | Klein Michael Frederick | EVP & President, Personal Ins. | Sold | 5875 | $2.2m |
| 2026-07-21 | Frey Daniel S. | EVP & Chief Financial Officer | Sold | 3000 | $1.1m |
| 2026-07-21 | Klein Michael Frederick | EVP & President, Personal Ins. | Sold | 125 | $46k |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/trv). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.