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Travelers Companies shares owned by Heritage Family Offices

Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Heritage Family Offices from 13F filings

Historical chart of Heritage Family Offices investment in Travelers Companies

Tip: Access up to 7 years of quarterly data

All positions including Travelers Companies held by Heritage Family Offices consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Travelers Companies by Heritage Family Offices

Quarter filed Position value Share count Share price at filing
2026-06-30 $308k 933 330.12

More positions owned by Heritage Family Offices

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Rusel 2500 Etf (SMMD)
Spdr Index Shs Fds St Port Mark Etf (SPEM)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Grayscale Bitcoin Mini Tr Et Shs New (BTC)
Microsoft Corporation (MSFT)
Ishares Tr Broad Usd High (USHY)

View all positions for Heritage Family Offices

Top funds holding Travelers Companies

BlackRock
State Street Corporation
FMR
Geode Capital Management
Vanguard Portfolio Management
Massachusetts Financial Services
Morgan Stanley
Dimensional Fund Advisors
Bank of America Corporation
Northern Trust
ClearBridge Advisors
Curated Wealth Partners
Ubs Global Asset Management Americas
AQR Capital Management
UBS Group

View all funds holding Travelers Companies