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
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Quarterly reported holdings in Travelers Companies by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $287k | 1.0k | 280.04 |
| 2025-06-30 | $274k | 1.0k | 267.54 |
| 2025-03-31 | $271k | 1.0k | 264.46 |
| 2024-12-31 | $246k | 1.0k | 240.89 |
| 2024-09-30 | $240k | 1.0k | 234.12 |
| 2024-06-30 | $208k | 1.0k | 203.34 |
| 2024-03-31 | $235k | 1.0k | 230.14 |