Focused Wealth Management »

Travelers Companies shares owned by Focused Wealth Management

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

Historical chart of Focused Wealth Management investment in Travelers Companies

Tip: Access up to 7 years of quarterly data

All positions including Travelers Companies held by Focused Wealth Management 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 Focused Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $177k 931 190.42
2023-09-30 $151k 927 163.37
2023-06-30 $161k 924 173.70
2023-03-31 $158k 921 171.46
2022-12-31 $101k 537 187.36
2022-09-30 $82k 533 153.85
2022-06-30 $90k 531 169.49
2022-03-31 $96k 528 181.82
2021-12-31 $242k 1.6k 156.13
2021-09-30 $212k 1.4k 151.75
2021-06-30 $209k 1.4k 149.93
2021-03-31 $78k 516 151.16
2020-12-31 $72k 513 140.35
2020-09-30 $55k 509 108.06
2020-06-30 $58k 505 114.85
2020-03-31 $50k 501 99.80
2019-12-31 $70k 512 136.72
2019-09-30 $262k 1.8k 148.61
2019-06-30 $264k 1.8k 149.74
2019-03-31 $242k 1.8k 137.27
2018-12-31 $151k 1.3k 119.56
2018-09-30 $164k 1.3k 129.85
2018-06-30 $252k 2.1k 122.15
2018-03-31 $286k 2.1k 138.63
2017-12-31 $280k 2.1k 135.72
2017-09-30 $0 1 0.00
2017-06-30 $261k 2.1k 126.51
2017-03-31 $249k 2.1k 120.70
2016-12-31 $253k 2.1k 122.64
2016-09-30 $236k 2.1k 114.40
2016-06-30 $244k 2.1k 118.97
2016-03-31 $12k 101 118.81
2015-12-31 $0 1 0.00
2015-09-30 $0 1 0.00
2015-06-30 $0 1 0.00
2015-03-31 $0 1 0.00
2014-12-31 $0 1 0.00
2014-09-30 $1.0k 15 66.67
2014-06-30 $1.0k 15 66.67
2014-03-31 $1.0k 15 66.67
2013-12-31 $3.0k 30 100.00
2013-09-30 $1.0k 15 66.67