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Travelers Companies shares owned by Strategic Planning Group

Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Strategic Planning Group from 13F filings

Historical chart of Strategic Planning Group investment in Travelers Companies

Tip: Access up to 7 years of quarterly data

All positions including Travelers Companies held by Strategic Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Travelers Companies by Strategic Planning Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.0M 13k 230.15
2023-12-31 $2.2M 12k 190.51

More positions owned by Strategic Planning Group

Apple (AAPL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
J P Morgan Exchange Traded F Active Growth (JGRO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Alphabet Cap Stk Cl C (GOOG)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
First Tr Exchange-traded Cap Strength Etf (FTCS)
First Tr Value Line Divid In SHS (FVD)
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)
Costco Wholesale Corporation (COST)
Wal-Mart Stores (WMT)
Principal Exchange Traded Active High Yl (YLD)

View all positions for Strategic Planning Group

Top funds holding Travelers Companies

Vanguard Group
BlackRock
FMR
Jpmorgan Chase & Co
Massachusetts Financial Services
T. Rowe Price Associates
Geode Capital Management
ClearBridge Advisors
Morgan Stanley
Northern Trust
Dimensional Fund Advisors
Legal & General Group
Bank of New York Mellon
Barclays
UBS Group

View all funds holding Travelers Companies