Travelers Companies shares owned by Dougherty Wealth Advisers
Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Dougherty Wealth Advisers
from 13F filings
Historical chart of Dougherty Wealth Advisers investment in Travelers Companies
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Quarterly reported holdings in Travelers Companies by Dougherty Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $175k | 628 | 279.22 |
| 2025-06-30 | $168k | 628 | 267.54 |
| 2025-03-31 | $166k | 628 | 264.46 |
| 2024-12-31 | $151k | 628 | 240.89 |
| 2024-09-30 | $147k | 628 | 234.12 |
| 2024-06-30 | $128k | 628 | 203.34 |
| 2024-03-31 | $145k | 628 | 230.14 |
| 2023-12-31 | $120k | 628 | 190.49 |
| 2023-09-30 | $103k | 628 | 163.31 |
| 2023-06-30 | $109k | 628 | 173.66 |
| 2023-03-31 | $108k | 628 | 171.41 |
| 2022-12-31 | $118k | 628 | 187.49 |
| 2022-09-30 | $96k | 628 | 152.87 |
| 2022-06-30 | $106k | 628 | 168.79 |
| 2022-03-31 | $115k | 628 | 183.12 |
| 2021-12-31 | $98k | 628 | 156.05 |
| 2021-09-30 | $95k | 628 | 151.27 |
| 2021-06-30 | $94k | 628 | 149.68 |
| 2021-03-31 | $94k | 628 | 149.68 |
| 2020-12-31 | $88k | 628 | 140.13 |
| 2020-09-30 | $68k | 628 | 108.28 |
| 2020-06-30 | $72k | 628 | 114.65 |
| 2020-03-31 | $62k | 628 | 98.73 |
| 2019-12-31 | $86k | 628 | 136.94 |
| 2019-09-30 | $93k | 628 | 148.09 |
| 2019-06-30 | $94k | 628 | 149.68 |
| 2019-03-31 | $86k | 628 | 136.94 |
| 2018-12-31 | $80k | 628 | 127.39 |