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Travelers Companies shares owned by Spartan Planning & Wealth Management

Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Spartan Planning & Wealth Management from 13F filings

Historical chart of Spartan Planning & Wealth Management investment in Travelers Companies

Tip: Access up to 7 years of quarterly data

All positions including Travelers Companies held by Spartan Planning & Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Travelers Companies by Spartan Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $56k 296 190.49
2023-09-30 $653 4 163.25
2022-12-31 $188k 1.0k 187.49

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Spdr Ser Tr Portfoli S&p1500 (SPTM)
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Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Cre U S Reit Etf (USRT)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Tidal Tr Ii Blueprint Chesap (TFPN)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Ser Tr Bloomberg Intl T (BWX)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)

View all positions for Spartan Planning & Wealth Management

Top funds holding Travelers Companies

Vanguard Group
Jpmorgan Chase & Co
Massachusetts Financial Services
T. Rowe Price Associates
ClearBridge Advisors
Dimensional Fund Advisors
Bank of America Corporation
Legal & General Group
Bank of New York Mellon
UBS Group
Ubs Global Asset Management Americas
Norges Bank Investment Management
Charles Schwab Investment Management
Goldman Sachs Group
Robeco Investment Management

View all funds holding Travelers Companies