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Travelers Companies shares owned by Capital Performance Advisors

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

Historical chart of Capital Performance Advisors investment in Travelers Companies

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Travelers Companies by Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $337k 1.2k 279.19
2025-06-30 $260k 973 267.46
2025-03-31 $349k 1.3k 264.48
2024-09-30 $119k 509 233.98

More positions owned by Capital Performance Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
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Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core Msci Eafe (IEFA)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Capital Performance Advisors

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