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Travelers Companies shares owned by Fort Point Capital Partners

Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Fort Point Capital Partners from 13F filings

Historical chart of Fort Point Capital Partners investment in Travelers Companies

Tip: Access up to 7 years of quarterly data

All positions including Travelers Companies held by Fort Point Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Travelers Companies by Fort Point Capital Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $346k 1.3k 271.34
2018-03-31 $226k 1.6k 139.16
2014-09-30 $320k 3.4k 93.98
2014-06-30 $320k 3.4k 93.98
2014-03-31 $298k 3.5k 85.02

More positions owned by Fort Point Capital Partners

Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr National Mun Etf (MUB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust State Street Spd (BIL)
Freshpet (FRPT)
Schwab Strategic Tr Mun Bd Etf (SCMB)
Ishares Tr Msci Eafe Etf (EFA)
Broadcom (AVGO)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)

View all positions for Fort Point Capital Partners

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