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Travelers Companies shares owned by Carmel Capital Partners

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

Historical chart of Carmel Capital Partners investment in Travelers Companies

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Travelers Companies by Carmel Capital Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 5.2k 279.22
2025-06-30 $1.9M 7.2k 267.54
2023-09-30 $15k 91 163.31

More positions owned by Carmel Capital Partners

Home Depot (HD)
Wisdomtree Tr Floatng Rat Trea (USFR)
Palantir Technologies Cl A (PLTR)
Lennar Corp Cl A (LEN)
Series Portfolios Tr Eldridge Bbb B (CLOZ)
Vaneck Etf Trust Preferred Securt (PFXF)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Tesla Motors (TSLA)
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Series Portfolios Tr Eldridge Aaa Clo (CLOX)
Ishares Tr Ibonds 28 Trm Ts (IBTI)
Qualcomm (QCOM)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Carmel Capital Partners

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