Travelers Companies shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in Travelers Companies
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Quarterly reported holdings in Travelers Companies by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 7.4k | 279.23 |
| 2025-06-30 | $1.9M | 7.2k | 267.55 |
| 2025-03-31 | $1.9M | 7.1k | 264.47 |
| 2024-12-31 | $1.6M | 6.8k | 240.87 |
| 2024-09-30 | $1.6M | 7.0k | 234.13 |
| 2024-06-30 | $1.3M | 6.4k | 203.35 |
| 2024-03-31 | $1.3M | 5.8k | 230.15 |
| 2023-12-31 | $904k | 4.7k | 190.49 |
| 2023-09-30 | $15k | 92 | 163.32 |
| 2023-06-30 | $6.8k | 39 | 173.67 |
| 2023-03-31 | $2.6k | 15 | 171.40 |
| 2022-12-31 | $6.8k | 36 | 189.28 |
| 2022-06-30 | $33k | 194 | 170.10 |
| 2022-03-31 | $34k | 188 | 180.85 |
| 2021-12-31 | $29k | 188 | 154.26 |
| 2021-09-30 | $6.0k | 42 | 142.86 |
| 2021-06-30 | $21k | 142 | 147.89 |
| 2021-03-31 | $18k | 117 | 153.85 |
| 2020-12-31 | $1.0k | 4 | 250.00 |