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Travelers Companies shares owned by CogentBlue Wealth Advisors

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

Historical chart of CogentBlue Wealth Advisors investment in Travelers Companies

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Travelers Companies by CogentBlue Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $208k 629 330.12

More positions owned by CogentBlue Wealth Advisors

American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Us High Prof Etf (DUHP)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Intl High Profit (DIHP)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ea Series Trust Brid Omn Sma Etf (BSVO)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)
NVIDIA Corporation (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)

View all positions for CogentBlue Wealth Advisors

Top funds holding Travelers Companies

BlackRock
State Street Corporation
FMR
Geode Capital Management
Vanguard Portfolio Management
Massachusetts Financial Services
Morgan Stanley
Dimensional Fund Advisors
Bank of America Corporation
Northern Trust
ClearBridge Advisors
Curated Wealth Partners
Ubs Global Asset Management Americas
AQR Capital Management
UBS Group

View all funds holding Travelers Companies