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Travelers Companies shares owned by Compass Wealth Management

Quarter-by-quarter ownership of Travelers Companies shares owned by Compass Wealth Management from 13F filings

Historical chart of Compass Wealth Management investment in Travelers Companies

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

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Quarterly reported holdings in Travelers Companies by Compass Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.8M 12k 230.14
2023-12-31 $2.3M 12k 190.49
2023-06-30 $2.1M 12k 173.66

More positions owned by Compass Wealth Management

Broadcom (AVGO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
JPMorgan Chase & Co. (JPM)
Applied Materials (AMAT)
Constellation Brands Cl A (STZ)
Air Products & Chemicals (APD)
Chevron Corporation (CVX)
Alphabet Cap Stk Cl A (GOOGL)
Advanced Energy Industries (AEIS)
Danaher Corporation (DHR)
Citigroup Com New (C)
Coty Com Cl A (COTY)
Alphabet Cap Stk Cl C (GOOG)
Blackstone Group Inc Com Cl A (BX)
Anheuser Busch Inbev Sa Sponsored Adr (BUD)

View all positions for Compass Wealth Management

Top funds holding Travelers Companies

Compass Wealth Management

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