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Travelers Companies shares owned by Aprio Wealth Management

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

Historical chart of Aprio Wealth Management investment in Travelers Companies

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Travelers Companies by Aprio Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $228k 974 234.20
2024-03-31 $220k 954 230.17

More positions owned by Aprio Wealth Management

Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl High Profit (DIHP)
Ishares Msci Emrg Chn (EMXC)
Proshares Tr DJ BRKFLD GLB (TOLZ)
Simplify Exchange Traded Fun Short Term Trea (TUA)
Ishares Tr Residential Mult (REZ)
Vanguard World Health Car Etf (VHT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
First Tr Exchange-traded Nasd Tech Div (TDIV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Apple (AAPL)
First Tr Exchange Traded Nasdq Cln Edge (GRID)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Simplify Exchange Traded Fun Mbs Etf (MTBA)

View all positions for Aprio Wealth Management

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