Travelers Companies shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth Advisors investment in Travelers Companies
Tip: Access up to 7 years of quarterly data
All positions including Travelers Companies held by HCR Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Travelers Companies by HCR Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $240k | 1.0k | 234.12 |
2024-06-30 | $208k | 1.0k | 203.34 |
2024-03-31 | $235k | 1.0k | 230.14 |