Travelers Companies shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in Travelers Companies
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Quarterly reported holdings in Travelers Companies by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 5.1k | 279.20 |
| 2025-06-30 | $1.5M | 5.5k | 267.52 |
| 2025-03-31 | $1.5M | 5.5k | 264.44 |
| 2024-12-31 | $1.3M | 5.6k | 240.87 |
| 2024-09-30 | $1.3M | 5.7k | 234.10 |
| 2024-06-30 | $1.2M | 5.9k | 203.33 |
| 2024-03-31 | $1.4M | 6.1k | 230.13 |
| 2023-12-31 | $1.2M | 6.1k | 190.48 |
| 2023-09-30 | $993k | 6.1k | 163.30 |
| 2023-06-30 | $1.1M | 6.2k | 173.65 |
| 2023-03-31 | $1.1M | 6.2k | 171.40 |
| 2022-12-31 | $1.2M | 6.2k | 187.48 |
| 2022-09-30 | $944k | 6.2k | 153.22 |
| 2022-06-30 | $1.1M | 6.6k | 169.18 |
| 2022-03-31 | $1.2M | 6.6k | 182.79 |
| 2021-12-31 | $947k | 6.1k | 156.35 |
| 2021-09-30 | $918k | 6.0k | 151.96 |
| 2021-06-30 | $881k | 5.9k | 149.63 |
| 2021-03-31 | $862k | 5.7k | 150.46 |
| 2020-12-31 | $826k | 5.9k | 140.29 |
| 2020-09-30 | $673k | 6.2k | 108.13 |
| 2020-06-30 | $718k | 6.3k | 114.02 |
| 2020-03-31 | $622k | 6.3k | 99.33 |
| 2019-03-31 | $828k | 6.0k | 137.22 |
| 2018-12-31 | $764k | 6.4k | 119.71 |
| 2017-12-31 | $946k | 7.0k | 135.71 |
| 2017-06-30 | $893k | 7.0k | 127.06 |
More positions owned by Institute For Wealth Management
View all positions for Institute For Wealth Management