Travelers Companies shares owned by Jeppson Wealth Management
Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Jeppson Wealth Management
from 13F filings
Historical chart of Jeppson Wealth Management investment in Travelers Companies
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Quarterly reported holdings in Travelers Companies by Jeppson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $600k | 2.5k | 240.89 |
| 2024-09-30 | $583k | 2.5k | 234.12 |
| 2024-06-30 | $506k | 2.5k | 203.34 |
| 2024-03-31 | $573k | 2.5k | 230.14 |
| 2023-12-31 | $474k | 2.5k | 190.49 |
| 2023-09-30 | $407k | 2.5k | 163.31 |
| 2023-03-31 | $427k | 2.5k | 171.41 |
| 2022-12-31 | $468k | 2.5k | 187.49 |
| 2022-06-30 | $547k | 3.2k | 169.19 |
| 2022-03-31 | $590k | 3.2k | 182.49 |
| 2021-12-31 | $510k | 3.3k | 156.54 |
| 2021-09-30 | $492k | 3.2k | 151.71 |
| 2021-06-30 | $482k | 3.2k | 149.55 |
| 2021-03-31 | $484k | 3.2k | 150.17 |
| 2020-12-31 | $452k | 3.2k | 140.24 |
| 2020-09-30 | $349k | 3.2k | 108.28 |
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