Travelers Companies shares owned by Evermay Wealth Management
Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Evermay Wealth Management
from 13F filings
Historical chart of Evermay Wealth Management investment in Travelers Companies
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Quarterly reported holdings in Travelers Companies by Evermay Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $404k | 1.4k | 279.22 |
| 2025-06-30 | $458k | 1.7k | 267.54 |
| 2025-03-31 | $455k | 1.7k | 264.46 |
| 2024-12-31 | $414k | 1.7k | 240.89 |
| 2024-09-30 | $403k | 1.7k | 234.12 |
| 2024-06-30 | $360k | 1.8k | 203.34 |
| 2024-03-31 | $407k | 1.8k | 230.14 |
| 2023-12-31 | $338k | 1.8k | 190.49 |
| 2023-09-30 | $289k | 1.8k | 163.31 |
| 2023-06-30 | $317k | 1.8k | 173.66 |
| 2023-03-31 | $313k | 1.8k | 171.41 |
| 2022-12-31 | $384k | 2.1k | 187.49 |
| 2022-09-30 | $314k | 2.1k | 153.17 |
| 2022-06-30 | $337k | 2.0k | 169.35 |
| 2022-03-31 | $377k | 2.1k | 182.57 |
| 2021-12-31 | $346k | 2.2k | 156.21 |
| 2021-09-30 | $583k | 3.9k | 149.68 |
| 2021-06-30 | $583k | 3.9k | 149.68 |
| 2021-03-31 | $601k | 4.0k | 150.44 |
| 2020-12-31 | $567k | 4.0k | 140.35 |
| 2020-09-30 | $447k | 4.1k | 108.18 |
| 2020-06-30 | $471k | 4.1k | 113.99 |
| 2020-03-31 | $450k | 4.5k | 99.29 |
| 2019-12-31 | $789k | 5.8k | 136.93 |
| 2019-09-30 | $765k | 5.1k | 148.63 |
| 2019-06-30 | $777k | 5.2k | 149.51 |
| 2019-03-31 | $800k | 5.8k | 137.17 |
| 2018-12-31 | $698k | 5.8k | 119.68 |
| 2018-09-30 | $756k | 5.8k | 129.74 |
| 2018-06-30 | $713k | 5.8k | 122.36 |
| 2018-03-31 | $809k | 5.8k | 138.84 |
| 2017-12-31 | $674k | 5.0k | 135.70 |
| 2017-09-30 | $239k | 2.0k | 122.44 |
| 2017-06-30 | $247k | 2.0k | 126.54 |
| 2017-03-31 | $235k | 2.0k | 120.39 |