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Travelers Companies shares owned by Brown Wealth Management

Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Brown Wealth Management from 13F filings

Historical chart of Brown Wealth Management investment in Travelers Companies

Tip: Access up to 7 years of quarterly data

All positions including Travelers Companies held by Brown Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Travelers Companies by Brown Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $545k 2.0k 279.22
2025-06-30 $517k 1.9k 267.54
2025-03-31 $524k 2.0k 264.46

More positions owned by Brown Wealth Management

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Shrt Nat Mun Etf (SUB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Innovator Etfs Trust Power Buffer Set (PSTP)
Ishares Tr Msci Emg Mkt Etf (EEM)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core Msci Intl (IDEV)
Schwab Strategic Tr Us Reit Etf (SCHH)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)

View all positions for Brown Wealth Management

Top funds holding Travelers Companies

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

View all funds holding Travelers Companies