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Travelers Companies shares owned by Crestmont Private Wealth

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

Historical chart of Crestmont Private Wealth investment in Travelers Companies

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Travelers Companies by Crestmont Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $206k 878 234.12

More positions owned by Crestmont Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Pimco Etf Tr Multisector Bd (PYLD)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Us Real Estate E (DFAR)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Us Treas Bd Etf (GOVT)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Ser Tr Portfli High Yld (SPHY)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
S&p Global (SPGI)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Crestmont Private Wealth

Top funds holding Travelers Companies

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Massachusetts Financial Services
Geode Capital Management
ClearBridge Advisors
Morgan Stanley
T. Rowe Price Associates
Dimensional Fund Advisors
Northern Trust
Bank of New York Mellon
Macquarie Group
Charles Schwab Investment Management

View all funds holding Travelers Companies