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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

Tip: Access up to 7 years of quarterly data

All positions including Travelers Companies held by Icon Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Travelers Companies by Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.8M 12k 234.12
2024-03-31 $2.3M 10k 230.14
2023-12-31 $2.1M 11k 190.49

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Apple Stock (AAPL)
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Amazon Stock (AMZN)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Exxon Mobil Corp Stock (XOM)
Chevron Corp Stock (CVX)

View all positions for Icon Wealth Advisors

Top funds holding Travelers Companies

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Massachusetts Financial Services
Geode Capital Management
ClearBridge Advisors
Morgan Stanley
T. Rowe Price Associates
Dimensional Fund Advisors
Northern Trust
Bank of New York Mellon
Macquarie Group
Charles Schwab Investment Management

View all funds holding Travelers Companies