Travelers Companies shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Travelers Companies
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Quarterly reported holdings in Travelers Companies by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $862k | 3.0k | 290.12 |
| 2017-03-31 | $639k | 5.3k | 120.54 |
| 2016-12-31 | $571k | 4.7k | 122.51 |
| 2016-09-30 | $496k | 4.3k | 114.50 |
| 2016-06-30 | $499k | 4.2k | 119.12 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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