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Travelers Companies shares owned by Aaron Wealth Advisors

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

Historical chart of Aaron Wealth Advisors investment in Travelers Companies

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Travelers Companies by Aaron Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $225k 961 234.12
2022-03-31 $285k 52k 5.47

More positions owned by Aaron Wealth Advisors

Ishares Tr Core Msci Eafe (IEFA)
Amgen (AMGN)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Core Msci Emkt (IEMG)
Microsoft Corporation (MSFT)
Flexshares Tr Mornstar Upstr (GUNR)
Apple (AAPL)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Freeport-mcmoran CL B (FCX)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Amazon (AMZN)

View all positions for Aaron Wealth Advisors

Top funds holding Travelers Companies

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Massachusetts Financial Services
Geode Capital Management
ClearBridge Advisors
Morgan Stanley
T. Rowe Price Associates
Dimensional Fund Advisors
Northern Trust
Bank of New York Mellon
Macquarie Group
Charles Schwab Investment Management

View all funds holding Travelers Companies