Travelers Companies shares owned by IVC Wealth Advisors
Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by IVC Wealth Advisors
from 13F filings
Historical chart of IVC Wealth Advisors investment in Travelers Companies
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Quarterly reported holdings in Travelers Companies by IVC Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $210k | 753 | 279.22 |
| 2024-06-30 | $248k | 1.2k | 203.34 |
| 2024-03-31 | $274k | 1.2k | 230.14 |
| 2023-12-31 | $227k | 1.2k | 190.49 |
| 2023-06-30 | $207k | 1.2k | 173.66 |
| 2023-03-31 | $203k | 1.2k | 171.41 |
| 2022-12-31 | $222k | 1.2k | 187.49 |
| 2022-03-31 | $209k | 1.1k | 182.53 |