SEC 13F Intelligence

Gillson Capital LP / TRV

Gillson Capital LP’s Travelers Companies Inc Position

Does Gillson Capital LP own Travelers Companies Inc (TRV)? Not currently — the last reported position was 87.2K shares worth $25M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$25M
Q4 2025
Shares
87.2K
% of Portfolio
+1.65%
Quarters Held
12
position exited

Position History TRV

Reported value by quarter
Q4 ’18: $39MQ4 ’18Q1 ’19: $26MQ4 ’20: $5MQ4 ’20Q2 ’22: $9MQ1 ’23: $31MQ1 ’23Q2 ’23: $6MQ3 ’23: $19MQ3 ’23Q4 ’23: $9MQ1 ’24: $17MQ1 ’24Q1 ’25: $27MQ2 ’25: $4MQ2 ’25Q4 ’25: $25Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 202587.2K$25M+1.65%
Q2 202515.5K$4M+0.32%
Q1 2025103.6K$27M+2.34%
Q1 202471.7K$17M+1.57%
Q4 202348.5K$9M+0.97%
Q3 2023115.4K$19M+1.40%
Q2 202335.7K$6M+0.55%
Q1 2023181.2K$31M+2.57%
Q2 202251.4K$9M+0.84%
Q4 202037.2K$5M+0.57%
Q1 2019188.1K$26M+3.33%
Q4 2018328.5K$39M+5.36%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Gillson Capital LP’s full portfolio or all institutional holders of TRV.