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Travelers Companies shares owned by Brendel Financial Advisors

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

Historical chart of Brendel Financial Advisors investment in Travelers Companies

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Travelers Companies by Brendel Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $264k 944 279.22
2025-06-30 $253k 944 268.01
2025-03-31 $250k 944 264.83
2024-12-31 $227k 944 240.47
2024-09-30 $221k 944 234.11
2024-03-31 $217k 944 229.87
2022-06-30 $266k 1.6k 169.43
2022-03-31 $287k 1.6k 182.80
2021-12-31 $246k 1.6k 156.69
2021-06-30 $235k 1.6k 149.68
2021-03-31 $967k 6.4k 150.39
2020-12-31 $903k 6.4k 140.44
2020-09-30 $696k 6.4k 108.24
2020-06-30 $733k 6.4k 114.00
2020-03-31 $639k 6.4k 99.38
2019-12-31 $881k 6.4k 137.01
2019-09-30 $956k 6.4k 148.68
2019-06-30 $961k 6.4k 149.46
2019-03-31 $882k 6.4k 137.17
2018-12-31 $770k 6.4k 119.75