Travelers Companies shares owned by IVC Wealth Advisors
Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by IVC Wealth Advisors
from 13F filings
Historical chart of IVC Wealth Advisors investment in Travelers Companies
Tip: Access up to 7 years of quarterly data
All positions including Travelers Companies held by IVC Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Travelers Companies by IVC Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $274k | 1.2k | 230.14 |
2023-12-31 | $227k | 1.2k | 190.49 |
2023-06-30 | $207k | 1.2k | 173.66 |
2023-03-31 | $203k | 1.2k | 171.41 |
2022-12-31 | $222k | 1.2k | 187.49 |
2022-03-31 | $209k | 1.1k | 182.53 |