Travelers Companies shares owned by Aurum Wealth Management Group
Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Aurum Wealth Management Group
from 13F filings
Historical chart of Aurum Wealth Management Group investment in Travelers Companies
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Download as csv Download as ExcelQuarterly reported holdings in Travelers Companies by Aurum Wealth Management Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $707k | 2.9k | 240.89 |
2024-09-30 | $688k | 2.9k | 234.12 |
2024-06-30 | $611k | 3.0k | 203.34 |
2024-03-31 | $711k | 3.1k | 230.14 |
2023-12-31 | $561k | 2.9k | 190.49 |
2023-09-30 | $467k | 2.9k | 163.31 |
2023-06-30 | $473k | 2.7k | 173.66 |
2023-03-31 | $461k | 2.7k | 171.41 |
2022-12-31 | $556k | 3.0k | 187.49 |
2022-09-30 | $452k | 2.9k | 153.32 |
2022-06-30 | $511k | 3.0k | 169.09 |
2022-03-31 | $527k | 2.9k | 182.67 |
2021-12-31 | $443k | 2.8k | 156.37 |
2021-09-30 | $438k | 2.9k | 151.98 |
2021-06-30 | $394k | 2.6k | 149.53 |
2021-03-31 | $394k | 2.6k | 150.32 |
2020-12-31 | $225k | 1.6k | 140.10 |
More positions owned by Aurum Wealth Management Group
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