Atlantic Edge Private Wealth Management »

Travelers Companies shares owned by Atlantic Edge Private Wealth Management

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

Historical chart of Atlantic Edge Private Wealth Management investment in Travelers Companies

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Travelers Companies by Atlantic Edge Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.1M 8.9k 234.13
2024-06-30 $1.8M 8.6k 203.34
2024-03-31 $2.0M 8.6k 230.14
2023-12-31 $1.6M 8.1k 190.49

More positions owned by Atlantic Edge Private Wealth Management

Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Msci Emrg Chn (EMXC)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Victory Portfolios Ii Core Intermediat (UITB)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Kla Corp Com New (KLAC)
Microsoft Corporation (MSFT)

View all positions for Atlantic Edge Private 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