Travelers Companies shares owned by Beacon Investment Advisory Services
Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Beacon Investment Advisory Services
from 13F filings
Historical chart of Beacon Investment Advisory Services investment in Travelers Companies
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Quarterly reported holdings in Travelers Companies by Beacon Investment Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $290k | 1.0k | 279.22 |
| 2025-06-30 | $281k | 1.1k | 267.54 |
| 2025-03-31 | $246k | 930 | 264.46 |
| 2024-12-31 | $257k | 1.1k | 240.89 |
| 2023-09-30 | $1.0M | 6.3k | 163.31 |
| 2023-06-30 | $1.1M | 6.3k | 173.66 |
| 2021-12-31 | $273k | 1.7k | 156.63 |
| 2021-09-30 | $265k | 1.7k | 152.04 |
| 2021-06-30 | $274k | 1.8k | 149.89 |
| 2021-03-31 | $386k | 2.6k | 150.55 |
| 2020-12-31 | $365k | 2.6k | 140.28 |
| 2020-09-30 | $313k | 2.9k | 108.34 |
| 2020-06-30 | $388k | 3.4k | 113.98 |
| 2020-03-31 | $389k | 3.9k | 99.26 |
| 2019-12-31 | $823k | 6.0k | 136.98 |
| 2019-09-30 | $760k | 5.1k | 148.73 |
| 2019-06-30 | $768k | 5.1k | 149.56 |
| 2019-03-31 | $629k | 4.6k | 137.07 |
| 2018-12-31 | $1.5M | 12k | 119.74 |
| 2018-09-30 | $1.6M | 13k | 129.70 |
| 2018-06-30 | $1.7M | 14k | 122.35 |
| 2018-03-31 | $1.9M | 14k | 138.84 |
| 2017-12-31 | $975k | 7.2k | 135.70 |
| 2017-09-30 | $1.2M | 9.6k | 122.53 |
| 2017-06-30 | $373k | 2.9k | 126.53 |
| 2017-03-31 | $394k | 3.3k | 120.56 |
| 2016-12-31 | $400k | 3.3k | 122.40 |
| 2016-09-30 | $377k | 3.3k | 114.49 |
| 2016-06-30 | $392k | 3.3k | 119.04 |
| 2016-03-31 | $384k | 3.3k | 116.61 |
| 2015-12-31 | $373k | 3.3k | 112.93 |
| 2015-09-30 | $329k | 3.3k | 99.61 |
| 2015-06-30 | $420k | 4.3k | 96.66 |
More positions owned by Beacon Investment Advisory Services
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