Travelers Companies shares owned by BSW Wealth Partners
Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by BSW Wealth Partners
from 13F filings
Historical chart of BSW Wealth Partners investment in Travelers Companies
Tip: Access up to 7 years of quarterly data
All positions including Travelers Companies held by BSW Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Travelers Companies by BSW Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.5M | 6.5k | 234.13 |
| 2024-06-30 | $1.3M | 6.3k | 203.35 |
| 2024-03-31 | $1.4M | 6.2k | 230.14 |
| 2023-12-31 | $1.2M | 6.2k | 190.49 |
| 2023-09-30 | $974k | 6.0k | 163.30 |
| 2023-06-30 | $1.0M | 5.9k | 173.65 |
| 2023-03-31 | $1.7M | 9.8k | 171.42 |
| 2022-12-31 | $1.8M | 9.9k | 187.52 |
| 2022-09-30 | $1.4M | 9.4k | 153.24 |
| 2022-06-30 | $1.6M | 9.4k | 169.11 |
| 2022-03-31 | $1.6M | 8.9k | 182.76 |
| 2021-12-31 | $1.3M | 8.5k | 156.48 |
| 2021-09-30 | $1.3M | 8.3k | 152.03 |
| 2021-06-30 | $1.2M | 8.1k | 149.70 |
| 2021-03-31 | $1.2M | 7.8k | 150.34 |
| 2020-12-31 | $1.0M | 7.4k | 140.41 |
| 2020-09-30 | $750k | 6.9k | 108.21 |
| 2020-06-30 | $784k | 6.9k | 114.15 |
| 2020-03-31 | $579k | 5.8k | 99.38 |
| 2019-12-31 | $1.1M | 8.4k | 136.96 |
| 2019-09-30 | $803k | 5.4k | 148.65 |
| 2019-06-30 | $1.2M | 8.2k | 149.49 |
| 2019-03-31 | $600k | 4.4k | 137.24 |
| 2018-12-31 | $835k | 7.0k | 119.78 |
| 2018-09-30 | $281k | 1.5k | 185.97 |
| 2018-06-30 | $828k | 6.8k | 122.36 |
| 2018-03-31 | $992k | 7.1k | 138.86 |
| 2017-12-31 | $960k | 7.1k | 135.69 |
| 2017-09-30 | $859k | 7.0k | 122.56 |
| 2017-06-30 | $887k | 7.0k | 126.50 |
| 2017-03-31 | $827k | 6.9k | 120.48 |
| 2016-12-31 | $773k | 6.3k | 122.50 |
| 2016-09-30 | $6.4k | 736 | 8.73 |
| 2016-06-30 | $765k | 6.4k | 119.03 |
| 2016-03-31 | $776k | 6.7k | 116.67 |
| 2015-12-31 | $751k | 6.7k | 112.92 |
| 2015-09-30 | $671k | 6.7k | 99.57 |
| 2015-06-30 | $565k | 5.8k | 96.73 |
| 2015-03-31 | $685k | 6.3k | 108.20 |
| 2014-12-31 | $670k | 6.3k | 105.83 |
| 2014-09-30 | $595k | 6.3k | 93.98 |
| 2014-06-30 | $769k | 8.2k | 94.02 |
| 2014-03-31 | $696k | 8.2k | 85.10 |
| 2013-12-31 | $741k | 8.2k | 90.60 |
| 2013-09-30 | $693k | 8.2k | 84.73 |
| 2013-06-30 | $654k | 8.2k | 79.96 |