Travelers Companies shares owned by Asset Planning
Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Asset Planning
from 13F filings
Historical chart of Asset Planning investment in Travelers Companies
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All positions including Travelers Companies held by Asset Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Travelers Companies by Asset Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $51k | 183 | 279.44 |
| 2025-06-30 | $49k | 183 | 266.85 |
| 2025-03-31 | $48k | 182 | 264.27 |
| 2024-12-31 | $44k | 181 | 241.23 |