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Travelers Companies shares owned by Atticus Wealth Management

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

Historical chart of Atticus Wealth Management investment in Travelers Companies

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Travelers Companies by Atticus Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $381k 1.4k 279.29
2025-06-30 $241k 899 267.54
2019-12-31 $1.0k 5 200.00

More positions owned by Atticus Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Ishares Tr S&p 100 Etf (OEF)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Gold Tr Gold Shs (GLD)
Coca-Cola Company (KO)
Vanguard Whitehall Fds High Div Yld (VYM)
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)

View all positions for Atticus Wealth Management

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