Travelers Companies shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services investment in Travelers Companies
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Quarterly reported holdings in Travelers Companies by Confluence Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $290k | 1.0k | 279.22 |
| 2025-06-30 | $278k | 1.0k | 267.54 |
| 2025-03-31 | $1.7M | 20k | 86.53 |
| 2024-12-31 | $251k | 1.0k | 241.51 |
| 2024-09-30 | $209k | 894 | 234.12 |
| 2021-12-31 | $146k | 938 | 155.65 |
More positions owned by Confluence Wealth Services
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