Travelers Companies shares owned by Guardian Wealth Advisors, Llc / Nc
Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Guardian Wealth Advisors, Llc / Nc
from 13F filings
Historical chart of Guardian Wealth Advisors, Llc / Nc investment in Travelers Companies
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Quarterly reported holdings in Travelers Companies by Guardian Wealth Advisors, Llc / Nc
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $784k | 2.8k | 279.21 |
| 2025-06-30 | $747k | 2.8k | 267.49 |
| 2025-03-31 | $755k | 2.9k | 264.46 |
| 2024-12-31 | $690k | 2.9k | 240.87 |
| 2024-09-30 | $638k | 2.7k | 234.14 |
| 2024-06-30 | $554k | 2.7k | 203.32 |
| 2024-03-31 | $516k | 2.2k | 230.14 |
| 2023-12-31 | $419k | 2.2k | 190.49 |
| 2023-09-30 | $332k | 2.0k | 163.31 |
| 2023-06-30 | $346k | 2.0k | 173.66 |
| 2023-03-31 | $260k | 1.5k | 171.41 |
| 2022-12-31 | $279k | 1.5k | 187.49 |
| 2022-09-30 | $228k | 1.5k | 153.43 |
| 2022-06-30 | $251k | 1.5k | 168.91 |
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