A. Montag and Associates »

Travelers Companies shares owned by A. Montag and Associates

Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by A. Montag and Associates from 13F filings

Historical chart of A. Montag and Associates investment in Travelers Companies

Tip: Access up to 7 years of quarterly data

All positions including Travelers Companies held by A. Montag and Associates consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Travelers Companies by A. Montag and Associates

Quarter filed Position value Share count Share price at filing
2012-12-31 $1.3M 19k 71.79
2012-09-30 $1.3M 19k 68.23
2012-06-30 $1.9M 30k 63.86

More positions owned by A. Montag and Associates

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Alphabet Cap Stk Cl C (GOOG)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Coca-Cola Company (KO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Rus 1000 Etf (IWB)
Home Depot (HD)
Amazon (AMZN)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core S&p Scp Etf (IJR)
Adobe Systems Incorporated (ADBE)

View all positions for A. Montag and Associates

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
Nuance Investments

View all funds holding Travelers Companies