Travelers Companies shares owned by AGH Wealth Advisors
Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by AGH Wealth Advisors
from 13F filings
Historical chart of AGH Wealth Advisors investment in Travelers Companies
Tip: Access up to 7 years of quarterly data
All positions including Travelers Companies held by AGH Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Travelers Companies by AGH Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $471k | 1.6k | 290.06 |
| 2025-09-30 | $452k | 1.6k | 279.22 |
| 2025-06-30 | $435k | 1.6k | 267.54 |
| 2025-03-31 | $427k | 1.6k | 264.46 |
| 2024-12-31 | $394k | 1.6k | 240.89 |