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Travelers Companies shares owned by Clear Perspectives Financial Planning

Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Clear Perspectives Financial Planning from 13F filings

Historical chart of Clear Perspectives Financial Planning investment in Travelers Companies

Tip: Access up to 7 years of quarterly data

All positions including Travelers Companies held by Clear Perspectives Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Travelers Companies by Clear Perspectives Financial Planning

Quarter filed Position value Share count Share price at filing
2023-03-31 $12k 70 171.41
2022-12-31 $13k 70 187.49
2022-09-30 $11k 70 157.14
2022-06-30 $12k 70 171.43
2022-03-31 $13k 70 185.71
2021-12-31 $11k 70 157.14
2021-09-30 $11k 70 157.14
2021-06-30 $10k 70 142.86
2021-03-31 $11k 70 157.14
2020-12-31 $10k 70 142.86

More positions owned by Clear Perspectives Financial Planning

Procter & Gamble Company (PG)
Vanguard High Div Yld Etf High Div Yld Etf (VYM)
Invesco Exchange Traded Fd Tr S&p500 Eql Wgt Etf S&p500 Eql Wgt Etf (RSP)
Vanguard Value Etf Value Etf (VTV)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Ishares Trust Ishares 0-3 Month Treasury Ishares 0-3 Month Treasury Etf (SGOV)
Vanguard Div App Etf Div App Etf (VIG)
Vanguard 500 Val Idx Fd Etf 500 Val Idx Fd Etf (VOOV)
Vanguard Star Fd Tl Intl Stk F Etf Star Fd Tl Intl Stk F Etf (VXUS)
Vanguard Ftse Developed Mkts Etf Ftse Developed Mkts Etf (VEA)
Spdr Series Trust S&p Divid Etf S&p Divid Etf (SDY)
Ishares Trust Select Divid Etf Select Divid Etf (DVY)
Vanguard Mega Grwth Ind Etf Mega Grwth Ind Etf (MGK)
Vanguard Mega Cap Val Etf Mega Cap Val Etf (MGV)
Ishares Trust Global 100 Etf Global 100 Etf (IOO)

View all positions for Clear Perspectives Financial Planning

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