Bull Oak Capital »

Travelers Companies shares owned by Bull Oak Capital

Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Bull Oak Capital from 13F filings

Historical chart of Bull Oak Capital investment in Travelers Companies

Tip: Access up to 7 years of quarterly data

All positions including Travelers Companies held by Bull Oak Capital consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Travelers Companies by Bull Oak Capital

Quarter filed Position value Share count Share price at filing
2026-03-31 $314k 1.1k 291.68

More positions owned by Bull Oak Capital

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Trust Ishare 0-1 (SHV)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 0-3 Mnth Treasry (SGOV)
American Centy Etf Tr Us Eqt Etf (AVUS)
Spdr Series Trust State Street Spd (SPYM)
Ishares Gold Tr Ishares New (IAU)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Series Trust State Street Spd (SPAB)
Ishares Tr Us Treas Bd Etf (GOVT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)

View all positions for Bull Oak Capital

Top funds holding Travelers Companies

Vanguard Group
BlackRock
State Street Corporation
FMR
Geode Capital Management
Vanguard Portfolio Management
Massachusetts Financial Services
Morgan Stanley
Dimensional Fund Advisors
Bank of America Corporation
Northern Trust
ClearBridge Advisors
Ubs Global Asset Management Americas
AQR Capital Management
UBS Group

View all funds holding Travelers Companies