Travelers Companies shares owned by Defined Wealth Management
Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Defined Wealth Management
from 13F filings
Historical chart of Defined Wealth Management investment in Travelers Companies
Tip: Access up to 7 years of quarterly data
All positions including Travelers Companies held by Defined Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Travelers Companies by Defined Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $560k | 2.0k | 279.22 |
| 2025-06-30 | $535k | 2.0k | 267.54 |
| 2025-03-31 | $526k | 2.0k | 264.46 |
| 2024-12-31 | $479k | 2.0k | 240.89 |
| 2024-09-30 | $463k | 2.0k | 234.12 |
| 2024-06-30 | $399k | 2.0k | 203.34 |
| 2024-03-31 | $452k | 2.0k | 230.14 |
| 2023-12-31 | $374k | 2.0k | 190.49 |
| 2023-03-31 | $335k | 2.0k | 171.41 |
| 2022-12-31 | $366k | 2.0k | 187.49 |
| 2022-09-30 | $299k | 2.0k | 153.02 |
| 2022-06-30 | $330k | 2.0k | 168.88 |
| 2022-03-31 | $357k | 2.0k | 182.70 |
| 2021-12-31 | $306k | 2.0k | 156.60 |
| 2021-09-30 | $322k | 2.1k | 151.82 |
| 2021-06-30 | $318k | 2.1k | 149.93 |
| 2021-03-31 | $325k | 2.2k | 150.39 |
| 2020-12-31 | $303k | 2.2k | 140.21 |