Travelers Companies shares owned by Ibex Wealth Advisors
Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Ibex Wealth Advisors
from 13F filings
Historical chart of Ibex Wealth Advisors investment in Travelers Companies
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Quarterly reported holdings in Travelers Companies by Ibex Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $807k | 2.9k | 279.20 |
| 2025-06-30 | $762k | 2.8k | 267.59 |
| 2024-12-31 | $1.3M | 5.3k | 240.89 |
| 2024-06-30 | $1.2M | 6.0k | 203.34 |
| 2016-09-30 | $1.5M | 13k | 114.55 |