Travelers Companies shares owned by Beacon Investment Advisors
Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Beacon Investment Advisors
from 13F filings
Historical chart of Beacon Investment Advisors investment in Travelers Companies
Tip: Access up to 7 years of quarterly data
All positions including Travelers Companies held by Beacon Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Travelers Companies by Beacon Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $700k | 2.5k | 279.23 |
| 2025-06-30 | $660k | 2.5k | 263.33 |
| 2025-03-31 | $663k | 2.5k | 264.48 |
| 2024-12-31 | $603k | 2.5k | 240.93 |
| 2024-09-30 | $585k | 2.5k | 234.18 |
| 2024-06-30 | $508k | 2.5k | 203.32 |
| 2024-03-31 | $575k | 2.5k | 230.15 |
| 2023-09-30 | $405k | 2.5k | 163.33 |
| 2023-06-30 | $425k | 2.4k | 173.69 |
| 2023-03-31 | $422k | 2.5k | 171.41 |
| 2022-12-31 | $462k | 2.5k | 187.50 |
More positions owned by Beacon Investment Advisors
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