Travelers Companies shares owned by Independent Advisor Alliance
Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Independent Advisor Alliance
from 13F filings
Historical chart of Independent Advisor Alliance investment in Travelers Companies
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Quarterly reported holdings in Travelers Companies by Independent Advisor Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.6M | 31k | 279.22 |
| 2025-06-30 | $8.6M | 32k | 267.54 |
| 2025-03-31 | $9.0M | 34k | 264.46 |
| 2024-12-31 | $9.0M | 38k | 240.89 |
| 2024-09-30 | $8.3M | 36k | 234.12 |
| 2024-06-30 | $7.3M | 36k | 203.34 |
| 2024-03-31 | $11M | 50k | 230.14 |
| 2023-12-31 | $9.7M | 51k | 190.49 |
| 2023-09-30 | $8.3M | 51k | 163.31 |
| 2023-06-30 | $9.0M | 52k | 173.66 |
| 2023-03-31 | $9.1M | 53k | 171.41 |
| 2022-12-31 | $11k | 58k | 0.19 |
| 2022-09-30 | $8.9M | 58k | 153.20 |
| 2022-06-30 | $9.8M | 58k | 169.14 |
| 2022-03-31 | $12M | 64k | 182.74 |
| 2021-12-31 | $11M | 67k | 156.43 |
| 2021-09-30 | $11M | 69k | 152.01 |
| 2021-06-30 | $9.8M | 66k | 149.71 |
| 2021-03-31 | $11M | 70k | 150.40 |
| 2020-12-31 | $8.7M | 62k | 140.37 |
| 2020-09-30 | $6.7M | 62k | 108.19 |
| 2020-06-30 | $1.4M | 13k | 114.09 |
| 2020-03-31 | $1.3M | 13k | 99.36 |
| 2019-12-31 | $1.9M | 14k | 136.92 |
| 2019-09-30 | $2.0M | 14k | 148.67 |
| 2019-06-30 | $2.1M | 14k | 149.54 |
| 2019-03-31 | $1.9M | 14k | 137.18 |
| 2018-12-31 | $1.6M | 14k | 119.74 |
| 2018-09-30 | $1.8M | 14k | 128.64 |
| 2018-06-30 | $1.7M | 14k | 122.37 |
| 2018-03-31 | $1.9M | 14k | 134.88 |
| 2017-12-31 | $1.8M | 14k | 131.45 |
| 2017-09-30 | $1.8M | 14k | 124.96 |
| 2017-06-30 | $1.5M | 12k | 125.79 |
| 2017-03-31 | $1.7M | 14k | 120.91 |
| 2016-12-31 | $1.6M | 14k | 118.04 |
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