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Travelers Companies shares owned by Bullock Wealth Management Group

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

Historical chart of Bullock Wealth Management Group investment in Travelers Companies

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Travelers Companies by Bullock Wealth Management Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.2M 4.3k 290.53
2025-12-31 $1.3M 4.5k 290.04

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View all positions for Bullock Wealth Management Group

Top funds holding Travelers Companies

BlackRock
State Street Corporation
Vanguard Capital Management
FMR
Vanguard Portfolio Management
Geode Capital Management
Massachusetts Financial Services
Morgan Stanley
Dimensional Fund Advisors
Jpmorgan Chase & Co
AQR Capital Management
Bank of America Corporation
Northern Trust
ClearBridge Advisors
Curated Wealth Partners

View all funds holding Travelers Companies