Travelers Companies shares owned by HB Wealth Management
Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by HB Wealth Management
from 13F filings
Historical chart of HB Wealth Management investment in Travelers Companies
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Quarterly reported holdings in Travelers Companies by HB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.2M | 19k | 279.22 |
| 2025-06-30 | $4.5M | 17k | 267.54 |
| 2025-03-31 | $4.7M | 18k | 264.47 |
| 2024-12-31 | $3.3M | 14k | 240.89 |
| 2024-09-30 | $2.8M | 12k | 234.14 |
| 2024-06-30 | $2.3M | 11k | 203.34 |
| 2024-03-31 | $2.5M | 11k | 230.14 |
| 2023-12-31 | $2.1M | 11k | 190.49 |
| 2023-09-30 | $1.8M | 11k | 163.31 |
| 2023-06-30 | $1.8M | 11k | 173.66 |
| 2023-03-31 | $1.8M | 11k | 171.41 |
| 2022-12-31 | $1.9M | 10k | 187.49 |
| 2022-09-30 | $1.5M | 9.9k | 153.22 |
| 2022-06-30 | $1.6M | 9.6k | 169.10 |
| 2022-03-31 | $691k | 3.8k | 182.66 |
| 2021-12-31 | $516k | 3.3k | 156.36 |
More positions owned by HB Wealth Management
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