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Travelers Companies shares owned by Independence Financial Advisors

Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Independence Financial Advisors from 13F filings

Historical chart of Independence Financial Advisors investment in Travelers Companies

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Travelers Companies by Independence Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $220k 665 330.16

More positions owned by Independence Financial Advisors

Fidelity Covington Trust Enhanced Large (FELG)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Fidelity Covington Trust Enhanced Large (FELV)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Conv Bd Etf (ICVT)
Ishares Tr Pfd And Incm Sec (PFF)
Fidelity Covington Trust High Divid Etf (FDVV)
Fidelity Covington Trust Msci Indl Indx (FIDU)
Fidelity Covington Trust Enhanced Intl (FENI)
Spdr Gold Tr Gold Shs (GLD)
Fidelity Covington Trust Msci Commntn Svc (FCOM)
Fidelity Covington Trust Msci Consm Dis (FDIS)
Fidelity Covington Trust Msci Matls Index (FMAT)
Ishares Tr S&p Mc 400vl Etf (IJJ)

View all positions for Independence Financial Advisors

Top funds holding Travelers Companies

BlackRock
State Street Corporation
FMR
Geode Capital Management
Vanguard Portfolio Management
Massachusetts Financial Services
Morgan Stanley
Dimensional Fund Advisors
Bank of America Corporation
Northern Trust
ClearBridge Advisors
Curated Wealth Partners
Ubs Global Asset Management Americas
AQR Capital Management
UBS Group

View all funds holding Travelers Companies