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Travelers Companies shares owned by Fourth Dimension Wealth

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

Historical chart of Fourth Dimension Wealth investment in Travelers Companies

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All positions including Travelers Companies held by Fourth Dimension Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Travelers Companies by Fourth Dimension Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $48k 165 290.06
2025-09-30 $46k 165 279.22
2025-06-30 $44k 165 267.54
2025-03-31 $44k 165 264.46
2024-12-31 $40k 165 240.89

More positions owned by Fourth Dimension Wealth

Apple Common Stock (AAPL)
State Street MF Closed and MF Open (SPTM)
State Street MF Closed and MF Open (XLK)
Janus Henderson MF Closed and MF Open (JMBS)
Nvidia Corp Common Stock (NVDA)
State Street MF Closed and MF Open (SPTI)
Spdr Dow MF Closed and MF Open (DIA)
Vanguard Growth MF Closed and MF Open (VUG)
Amazon Common Stock (AMZN)
Spdr Developed MF Closed and MF Open (SPDW)
Goldman Sachs MF Closed and MF Open (GSLC)
State Street MF Closed and MF Open (SPTS)
Invesco Qqq MF Closed and MF Open (QQQ)
State Street MF Closed and MF Open (XLF)
State Street MF Closed and MF Open (XLV)

View all positions for Fourth Dimension Wealth

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