Travelers Companies shares owned by BerganKDV Wealth Management
Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by BerganKDV Wealth Management
from 13F filings
Historical chart of BerganKDV Wealth Management investment in Travelers Companies
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Quarterly reported holdings in Travelers Companies by BerganKDV Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $4.8M | 27k | 173.66 |
| 2023-03-31 | $4.6M | 27k | 171.41 |
| 2022-12-31 | $4.8M | 25k | 187.49 |
| 2022-09-30 | $3.6M | 24k | 153.20 |
| 2022-06-30 | $3.8M | 22k | 169.14 |
| 2022-03-31 | $4.2M | 23k | 182.70 |
| 2021-12-31 | $3.4M | 22k | 156.43 |
| 2021-09-30 | $3.4M | 22k | 152.02 |
| 2021-06-30 | $3.2M | 22k | 149.70 |
| 2021-03-31 | $3.1M | 21k | 150.39 |
| 2020-12-31 | $2.8M | 20k | 140.37 |
| 2020-09-30 | $2.2M | 20k | 108.19 |
| 2020-06-30 | $2.1M | 19k | 114.06 |
| 2020-03-31 | $1.7M | 18k | 99.37 |
| 2019-12-31 | $2.0M | 14k | 136.97 |
| 2019-09-30 | $2.1M | 14k | 148.66 |
| 2019-06-30 | $2.0M | 13k | 149.49 |
| 2019-03-31 | $1.7M | 12k | 137.19 |
| 2018-12-31 | $1.5M | 12k | 119.76 |
| 2018-09-30 | $1.5M | 12k | 129.74 |
| 2018-06-30 | $1.4M | 12k | 122.30 |
| 2018-03-31 | $1.5M | 11k | 138.85 |
| 2017-12-31 | $1.5M | 11k | 135.60 |
| 2017-09-30 | $1.3M | 11k | 122.54 |
| 2017-06-30 | $1.3M | 10k | 126.56 |
| 2017-03-31 | $1.2M | 10k | 120.58 |
| 2016-12-31 | $1.2M | 9.9k | 122.37 |
| 2016-09-30 | $1.2M | 10k | 114.54 |
| 2016-06-30 | $1.2M | 9.9k | 119.01 |
| 2016-03-31 | $818k | 7.0k | 116.74 |
More positions owned by BerganKDV Wealth Management
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