Travelers Companies shares owned by Icon Wealth Partners
Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Icon Wealth Partners
from 13F filings
Historical chart of Icon Wealth Partners investment in Travelers Companies
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Quarterly reported holdings in Travelers Companies by Icon Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $1.2M | 7.2k | 163.31 |
| 2023-06-30 | $2.5M | 15k | 173.66 |
| 2023-03-31 | $2.1M | 12k | 171.41 |
| 2019-03-31 | $103k | 751 | 137.15 |
| 2018-12-31 | $106k | 888 | 119.37 |
| 2018-09-30 | $115k | 888 | 129.50 |
| 2018-06-30 | $115k | 944 | 121.82 |
| 2018-03-31 | $165k | 1.2k | 139.71 |
| 2017-12-31 | $196k | 1.4k | 135.92 |