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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

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Quarterly 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