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Travelers Companies shares owned by Cassaday & Co Wealth Management

Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Cassaday & Co Wealth Management from 13F filings

Historical chart of Cassaday & Co Wealth Management investment in Travelers Companies

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Travelers Companies by Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $211k 727 290.05
2025-09-30 $214k 766 279.06
2025-06-30 $205k 766 267.39

More positions owned by Cassaday & Co Wealth Management

Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Rus 2000 Grw Etf (IWO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
World Gold Tr Spdr Gld Minis (GLDM)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus Mdcp Val Etf (IWS)
Select Sector Spdr Tr State Street Rea (XLRE)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Rus 1000 Val Etf (IWD)
Proshares Tr S&p 500 Dv Arist (NOBL)
Apple (AAPL)

View all positions for Cassaday & Co Wealth Management

Top funds holding Travelers Companies

BlackRock
Vanguard Group
State Street Corporation
FMR
Jpmorgan Chase & Co
Geode Capital Management
Massachusetts Financial Services
Dimensional Fund Advisors
Northern Trust
ClearBridge Advisors
Norges Bank Investment Management
Ubs Global Asset Management Americas
Invesco
AQR Capital Management
UBS Group

View all funds holding Travelers Companies