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
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Quarterly reported holdings in Travelers Companies by Defined Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |