SEC 13F Intelligence

Yoffe Investment Management, LLC / TRV

Yoffe Investment Management, LLC’s Travelers Companies Inc Position

Does Yoffe Investment Management, LLC own Travelers Companies Inc (TRV)? Yes — 4.0K shares worth $1M (+1.49% of its 13F portfolio) as of Q1 2026.

Position Value
$1M
Q1 2026
Shares
4.0K
% of Portfolio
+1.49%
Quarters Held
6
currently held

Position History TRV

Reported value by quarter
Q4 ’24: $960,373Q4 ’24Q1 ’25: $1MQ1 ’25Q2 ’25: $1MQ2 ’25Q3 ’25: $1MQ3 ’25Q4 ’25: $1MQ4 ’25Q1 ’26: $1MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20264.0K$1M+1.49%
Q4 20254.0K$1M+1.48%
Q3 20254.0K$1M+1.45%
Q2 20254.0K$1M+1.46%
Q1 20254.0K$1M+1.55%
Q4 20244.0K$960,373+1.43%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Yoffe Investment Management, LLC’s full portfolio or all institutional holders of TRV.