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Travelers Companies shares owned by Birchwood Financial Partners

Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Birchwood Financial Partners from 13F filings

Historical chart of Birchwood Financial Partners investment in Travelers Companies

Tip: Access up to 7 years of quarterly data

All positions including Travelers Companies held by Birchwood Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Travelers Companies by Birchwood Financial Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.9k 10 290.10

More positions owned by Birchwood Financial Partners

Ishares Esg Aware Msci Usa Etf Etf (ESGU)
Apple Stock (AAPL)
Schwab Fundamental International Equity Etf Etf (FNDF)
Pimco Active Bond Exchange-traded Fund Etf (BOND)
Vanguard S&p 500 Etf Etf (VOO)
Harbor Long-term Growers Etf Etf (WINN)
Microsoft Stock (MSFT)
Donaldson Stock (DCI)
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML)
Unitedhealth Group Stock (UNH)
Vanguard Extended Market Etf Etf (VXF)
Jpmorgan Diversified Return Emerging Markets Equity Etf Etf (JPEM)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)

View all positions for Birchwood Financial Partners

Top funds holding Travelers Companies

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

View all funds holding Travelers Companies