Everhart Financial Group »

Travelers Companies shares owned by Everhart Financial Group

Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Everhart Financial Group from 13F filings

Historical chart of Everhart Financial Group investment in Travelers Companies

Tip: Access up to 7 years of quarterly data

All positions including Travelers Companies held by Everhart Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Travelers Companies by Everhart Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $205k 708 290.06

More positions owned by Everhart Financial Group

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Bd Index Fds Intermed Term (BIV)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Everhart Financial Group

Top funds holding Travelers Companies

BlackRock
Vanguard Group
State Street Corporation
FMR
Jpmorgan Chase & Co
Geode Capital Management
Massachusetts Financial Services
Dimensional Fund Advisors
Northern Trust
ClearBridge Advisors
Norges Bank Investment Management
Ubs Global Asset Management Americas
Invesco
AQR Capital Management
UBS Group

View all funds holding Travelers Companies