Travelers Companies shares owned by Compass Wealth Management
Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Compass Wealth Management
from 13F filings
Historical chart of Compass Wealth Management investment in Travelers Companies
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Quarterly reported holdings in Travelers Companies by Compass Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 12k | 279.23 |
| 2025-06-30 | $3.1M | 12k | 267.55 |
| 2025-03-31 | $3.1M | 12k | 264.47 |
| 2024-12-31 | $2.9M | 12k | 240.89 |
| 2024-09-30 | $2.8M | 12k | 234.12 |
| 2024-06-30 | $2.4M | 12k | 203.34 |
| 2023-09-30 | $1.9M | 12k | 163.31 |
| 2023-03-31 | $2.1M | 12k | 171.41 |
| 2022-12-31 | $2.4M | 13k | 187.49 |