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Travelers Companies shares owned by 4wealth Advisors

Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by 4wealth Advisors from 13F filings

Historical chart of 4wealth Advisors investment in Travelers Companies

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All positions including Travelers Companies held by 4wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Travelers Companies by 4wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $509k 1.8k 279.19
2025-06-30 $450k 1.7k 267.47
2025-03-31 $451k 1.7k 264.53

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View all positions for 4wealth Advisors

Top funds holding Travelers Companies

BlackRock
Vanguard Group
State Street Corporation
FMR
Jpmorgan Chase & Co
Geode Capital Management
Massachusetts Financial Services
Morgan Stanley
Dimensional Fund Advisors
ClearBridge Advisors
Northern Trust
Ubs Global Asset Management Americas
AQR Capital Management
Goldman Sachs Group
UBS Group

View all funds holding Travelers Companies