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Travelers Companies shares owned by Allegiance Financial Group Advisory Services

Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Allegiance Financial Group Advisory Services from 13F filings

Historical chart of Allegiance Financial Group Advisory Services investment in Travelers Companies

Tip: Access up to 7 years of quarterly data

All positions including Travelers Companies held by Allegiance Financial Group Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Travelers Companies by Allegiance Financial Group Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $305k 1.1k 279.22
2025-06-30 $290k 1.1k 267.54
2025-03-31 $281k 1.1k 264.46

More positions owned by Allegiance Financial Group Advisory Services

Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Avantis Core Fi (AVIG)
Dimensional Etf Trust Short Duration F (DFSD)
Microsoft Corporation (MSFT)
American Centy Etf Tr International Lr (AVIV)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Broad Usd High (USHY)
American Centy Etf Tr Real Estate Etf (AVRE)
American Centy Etf Tr Emerging Mkt Val (AVES)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Allegiance Financial Group Advisory Services

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