Travelers Companies shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Travelers Companies
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Quarterly reported holdings in Travelers Companies by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $13M | 38k | 330.12 |
| 2026-03-31 | $3.0M | 10k | 291.67 |
| 2025-12-31 | $3.0M | 10k | 290.06 |
| 2025-06-30 | $2.1M | 7.7k | 267.55 |
| 2025-03-31 | $2.0M | 7.7k | 264.45 |
| 2024-12-31 | $1.8M | 7.5k | 240.88 |
| 2024-09-30 | $1.4M | 6.1k | 234.12 |
| 2024-06-30 | $573k | 2.8k | 203.33 |
| 2024-03-31 | $588k | 2.6k | 230.13 |
| 2023-12-31 | $488k | 2.6k | 190.50 |
| 2023-06-30 | $573k | 298k | 1.92 |
| 2023-03-31 | $5.0M | 95k | 52.42 |
| 2022-12-31 | $332k | 1.8k | 187.48 |
| 2022-06-30 | $223k | 1.3k | 168.94 |