Travelers Companies shares owned by Ballast Advisors
Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Ballast Advisors
from 13F filings
Historical chart of Ballast Advisors investment in Travelers Companies
Tip: Access up to 7 years of quarterly data
All positions including Travelers Companies held by Ballast Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Travelers Companies by Ballast Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $21k | 73 | 287.67 |
| 2020-09-30 | $225k | 2.1k | 108.28 |
| 2020-06-30 | $237k | 2.1k | 114.05 |
| 2020-03-31 | $87k | 872 | 99.77 |