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Travelers Companies shares owned by IMG Wealth Management

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

Historical chart of IMG Wealth Management investment in Travelers Companies

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Travelers Companies by IMG Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $73k 261 279.22
2025-06-30 $70k 261 267.54
2025-03-31 $61k 229 264.46
2024-12-31 $55k 229 240.89

More positions owned by IMG Wealth Management

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Capital Group Dividend Value Shs Creation Uni (CGDV)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Capital Group Growth Etf Shs Creation Uni (CGGR)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
First Tr Exchange-traded Smid Risng Etf (SDVY)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
First Tr Exchange Traded Dj Glbl Divid (FGD)
First Tr Exchange-traded First Tr Enh New (FTSM)
Innovator Etfs Trust Us Eqty Ultra B (UOCT)
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL)

View all positions for IMG Wealth Management

Top funds holding Travelers Companies

BlackRock
Vanguard Group
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
Goldman Sachs Group
UBS Group
Legal & General Group

View all funds holding Travelers Companies