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Travelers Companies shares owned by Barnes Wealth Management Group

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

Historical chart of Barnes Wealth Management Group investment in Travelers Companies

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Travelers Companies by Barnes Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $223k 799 279.22
2025-06-30 $210k 784 267.54
2025-03-31 $206k 779 264.46

More positions owned by Barnes Wealth Management Group

Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr S&p 100 Etf (OEF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Core Msci Emkt (IEMG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Barnes Wealth Management Group

Top funds holding Travelers Companies

BlackRock
Vanguard Group
State Street Corporation
FMR
Jpmorgan Chase & Co
Geode Capital Management
Massachusetts Financial Services
Dimensional Fund Advisors
ClearBridge Advisors
Northern Trust
Ubs Global Asset Management Americas
AQR Capital Management
Goldman Sachs Group
UBS Group
Legal & General Group

View all funds holding Travelers Companies