Travelers Companies shares owned by Icon Wealth Advisors
Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Icon Wealth Advisors
from 13F filings
Historical chart of Icon Wealth Advisors investment in Travelers Companies
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Quarterly reported holdings in Travelers Companies by Icon Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.6M | 13k | 279.22 |
| 2025-06-30 | $3.5M | 13k | 267.54 |
| 2025-03-31 | $3.5M | 13k | 264.45 |
| 2024-12-31 | $3.2M | 13k | 240.90 |
| 2024-09-30 | $2.8M | 12k | 234.12 |
| 2024-03-31 | $2.3M | 10k | 230.14 |
| 2023-12-31 | $2.1M | 11k | 190.49 |