Travelers Companies shares owned by Castle Rock Wealth Management
Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Castle Rock Wealth Management
from 13F filings
Historical chart of Castle Rock Wealth Management investment in Travelers Companies
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Quarterly reported holdings in Travelers Companies by Castle Rock Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $220k | 791 | 278.31 |
| 2025-06-30 | $209k | 787 | 265.88 |
| 2025-03-31 | $231k | 877 | 263.59 |
| 2024-12-31 | $209k | 876 | 238.30 |
| 2024-09-30 | $219k | 958 | 228.75 |
| 2024-06-30 | $238k | 1.2k | 202.97 |
| 2024-03-31 | $250k | 1.2k | 213.15 |
| 2023-12-31 | $226k | 1.2k | 192.76 |
| 2023-06-30 | $202k | 1.2k | 172.59 |
| 2023-03-31 | $411k | 2.2k | 183.75 |
| 2022-12-31 | $429k | 2.2k | 192.11 |
| 2022-09-30 | $356k | 2.2k | 159.36 |
| 2022-06-30 | $379k | 2.2k | 169.65 |
| 2022-03-31 | $258k | 1.5k | 176.23 |
More positions owned by Castle Rock Wealth Management
View all positions for Castle Rock Wealth Management