Travelers Companies shares owned by Ropes Wealth Advisors
Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Ropes Wealth Advisors
from 13F filings
Historical chart of Ropes Wealth Advisors investment in Travelers Companies
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Quarterly reported holdings in Travelers Companies by Ropes Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $280k | 1.7k | 163.31 |
| 2023-06-30 | $336k | 1.9k | 173.66 |
| 2023-03-31 | $292k | 1.7k | 171.41 |
| 2022-12-31 | $390k | 2.1k | 187.49 |
| 2022-09-30 | $300k | 2.0k | 153.45 |
| 2022-06-30 | $331k | 2.0k | 169.31 |
| 2022-03-31 | $357k | 2.0k | 182.61 |
| 2021-12-31 | $389k | 2.5k | 156.48 |
| 2021-09-30 | $852k | 5.6k | 151.95 |
| 2021-06-30 | $909k | 6.1k | 149.75 |
| 2021-03-31 | $919k | 5.9k | 156.61 |
| 2020-12-31 | $729k | 5.2k | 140.35 |
| 2020-09-30 | $682k | 6.3k | 108.17 |
| 2020-06-30 | $785k | 6.9k | 114.02 |
| 2020-03-31 | $442k | 4.4k | 99.44 |
| 2019-12-31 | $231k | 1.7k | 137.09 |
| 2019-09-30 | $407k | 2.7k | 148.81 |
| 2019-06-30 | $376k | 2.5k | 149.50 |
| 2019-03-31 | $345k | 2.5k | 137.18 |
| 2018-12-31 | $301k | 2.5k | 119.68 |
| 2018-09-30 | $923k | 7.1k | 129.73 |
| 2018-06-30 | $870k | 7.1k | 122.28 |
| 2018-03-31 | $988k | 7.1k | 138.82 |
| 2017-12-31 | $965k | 7.1k | 135.63 |
| 2017-09-30 | $872k | 7.1k | 122.56 |
| 2017-06-30 | $900k | 7.1k | 126.49 |
| 2017-03-31 | $858k | 7.1k | 120.59 |
| 2016-12-31 | $871k | 7.1k | 122.42 |
| 2016-09-30 | $815k | 7.1k | 114.55 |
| 2016-06-30 | $851k | 7.1k | 119.09 |
| 2016-03-31 | $294k | 2.5k | 116.90 |
| 2015-12-31 | $284k | 2.5k | 112.92 |
| 2015-09-30 | $41k | 415 | 98.80 |
| 2015-06-30 | $40k | 415 | 96.39 |
| 2015-03-31 | $45k | 415 | 108.43 |