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Travelers Companies shares owned by Comprehensive Financial Planning

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

Historical chart of Comprehensive Financial Planning investment in Travelers Companies

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

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Quarterly reported holdings in Travelers Companies by Comprehensive Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $18k 64 278.95
2025-06-30 $17k 64 266.23
2025-03-31 $17k 63 266.24
2024-12-31 $15k 63 241.56

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View all positions for Comprehensive 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