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Travelers Companies shares owned by Cyndeo Wealth Partners

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

Historical chart of Cyndeo Wealth Partners investment in Travelers Companies

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Travelers Companies by Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $207k 715 289.94

More positions owned by Cyndeo Wealth Partners

Microsoft Corporation (MSFT)
Broadcom (AVGO)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Abbvie (ABBV)
Johnson & Johnson (JNJ)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Sprott Physical Silver Tr Tr Unit (PSLV)
Vanguard Index Fds Small Cp Etf (VB)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Sprott Physical Gold Tr Unit (PHYS)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)

View all positions for Cyndeo Wealth Partners

Top funds holding Travelers Companies

BlackRock
Vanguard Group
State Street Corporation
FMR
Jpmorgan Chase & Co
Geode Capital Management
Massachusetts Financial Services
Dimensional Fund Advisors
ClearBridge Advisors
Northern Trust
Ubs Global Asset Management Americas
AQR Capital Management
Goldman Sachs Group
UBS Group
Legal & General Group

View all funds holding Travelers Companies