Travelers Companies shares owned by Dynamic Wealth Strategies
Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Dynamic Wealth Strategies
from 13F filings
Historical chart of Dynamic Wealth Strategies investment in Travelers Companies
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Quarterly reported holdings in Travelers Companies by Dynamic Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $284k | 1.0k | 279.22 |
| 2025-06-30 | $260k | 972 | 267.54 |
| 2025-03-31 | $307k | 1.2k | 264.46 |
| 2024-12-31 | $280k | 1.2k | 240.89 |
| 2024-09-30 | $272k | 1.2k | 234.28 |
| 2024-06-30 | $261k | 1.3k | 203.11 |
| 2024-03-31 | $348k | 1.5k | 230.31 |