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Travelers Companies shares owned by High Point Wealth Management

Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by High Point Wealth Management from 13F filings

Historical chart of High Point Wealth Management investment in Travelers Companies

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All positions including Travelers Companies held by High Point Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Travelers Companies by High Point Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $47k 162 289.23

More positions owned by High Point Wealth Management

Ishares Dj Us Technology Etf (IYW)
Fidelity Msci Information Technology Index Etf Etf (FTEC)
Fidelity High Dividend Etf Etf (FDVV)
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)
State Street Spdr S&p Software & Services Etf Etf (XSW)
Public Svc Enterprise Grp Stock (PEG)
Southern Stock (SO)
Ishares Tr High Divid Equity Etf (HDV)
Ishares S&p 500 Index Etf (IVV)
First Trust Cloud Computing Etf Etf (SKYY)
Consolidated Edison Stock (ED)
Ishares S&p 500 Value Etf Etf (IVE)
Ishares U.s. Medical Devices Etf Etf (IHI)
Fidelity Blue Chip Growth Etf Etf (FBCG)
Health Care Reit Reit (WELL)

View all positions for High Point Wealth Management

Top funds holding Travelers Companies

Vanguard Group
BlackRock
State Street Corporation
FMR
Jpmorgan Chase & Co
Geode Capital Management
Massachusetts Financial Services
Dimensional Fund Advisors
ClearBridge Advisors
Northern Trust
Ubs Global Asset Management Americas
AQR Capital Management
UBS Group
Goldman Sachs Group
Legal & General Group

View all funds holding Travelers Companies