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Travelers Companies shares owned by Drive Wealth Management

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

Historical chart of Drive Wealth Management investment in Travelers Companies

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

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Quarterly reported holdings in Travelers Companies by Drive Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $320k 1.7k 190.45
2023-06-30 $233k 1.3k 173.66
2023-03-31 $221k 1.3k 171.41
2022-12-31 $209k 1.1k 187.52

More positions owned by Drive Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Blackrock Ultra (ICSH)
Ishares Tr Short Treas Bd (SHV)
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)
Vanguard Index Fds Mid Cap Etf (VO)
Fs Kkr Capital Corp (FSK)
Vanguard Index Fds Total Stk Mkt (VTI)
Ncino (NCNO)
Amazon (AMZN)

View all positions for Drive Wealth Management

Top funds holding Travelers Companies

Vanguard Group
Jpmorgan Chase & Co
Massachusetts Financial Services
T. Rowe Price Associates
ClearBridge Advisors
Dimensional Fund Advisors
Bank of America Corporation
Legal & General Group
Bank of New York Mellon
UBS Group
Ubs Global Asset Management Americas
Norges Bank Investment Management
Charles Schwab Investment Management
Goldman Sachs Group
Nuance Investments

View all funds holding Travelers Companies