Travelers Companies shares owned by Beaumont Financial Advisors
Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Beaumont Financial Advisors
from 13F filings
Historical chart of Beaumont Financial Advisors investment in Travelers Companies
Tip: Access up to 7 years of quarterly data
All positions including Travelers Companies held by Beaumont Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Travelers Companies by Beaumont Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 4.9k | 279.20 |
| 2025-06-30 | $1.3M | 4.9k | 267.56 |
| 2025-03-31 | $1.3M | 4.8k | 264.48 |
| 2024-12-31 | $1.1M | 4.8k | 240.91 |
| 2024-09-30 | $1.1M | 4.7k | 234.14 |
| 2024-06-30 | $963k | 4.7k | 203.35 |
| 2024-03-31 | $1.1M | 4.7k | 230.16 |
| 2023-12-31 | $754k | 4.0k | 190.51 |
| 2023-09-30 | $642k | 3.9k | 163.32 |
| 2023-06-30 | $683k | 3.9k | 173.67 |
| 2023-03-31 | $673k | 3.9k | 171.42 |
| 2022-12-31 | $729k | 3.9k | 187.51 |
More positions owned by Beaumont Financial Advisors
View all positions for Beaumont Financial Advisors