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Travelers Companies shares owned by Bridgewealth Advisory Group

Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Bridgewealth Advisory Group from 13F filings

Historical chart of Bridgewealth Advisory Group investment in Travelers Companies

Tip: Access up to 7 years of quarterly data

All positions including Travelers Companies held by Bridgewealth Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Travelers Companies by Bridgewealth Advisory Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $344k 1.2k 290.02
2025-09-30 $330k 1.2k 279.18
2025-06-30 $315k 1.2k 267.47
2024-12-31 $350k 1.4k 243.03

More positions owned by Bridgewealth Advisory Group

Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Pimco Etf Tr Multisector Bd (PYLD)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Series Trust State Street Spd (SPTM)
Vanguard Index Fds Value Etf (VTV)
J P Morgan Exchange Traded F Short Dura Core (JSCP)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Spdr Series Trust State Street Spd (SPYG)
United Security Bancshares (UBFO)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Income Etf (JPIE)
Capital Group Growth Etf Shs Creation Uni (CGGR)

View all positions for Bridgewealth Advisory Group

Top funds holding Travelers Companies

BlackRock
Vanguard Group
State Street Corporation
FMR
Jpmorgan Chase & Co
Geode Capital Management
Massachusetts Financial Services
Dimensional Fund Advisors
Northern Trust
ClearBridge Advisors
Norges Bank Investment Management
Ubs Global Asset Management Americas
Invesco
AQR Capital Management
UBS Group

View all funds holding Travelers Companies