Travelers Companies shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in Travelers Companies
Tip: Access up to 7 years of quarterly data
All positions including Travelers Companies held by JFS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Travelers Companies by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $324k | 1.4k | 230.22 |
| 2023-12-31 | $278k | 1.5k | 190.55 |
| 2023-09-30 | $221k | 1.4k | 163.33 |
| 2023-06-30 | $235k | 1.4k | 173.64 |
| 2023-03-31 | $232k | 1.4k | 171.36 |
| 2022-12-31 | $250k | 1.3k | 187.49 |
| 2022-09-30 | $162k | 1.1k | 153.55 |
| 2022-06-30 | $188k | 1.1k | 168.91 |
| 2022-03-31 | $189k | 1.0k | 182.79 |
| 2021-12-31 | $150k | 960 | 156.25 |
| 2021-09-30 | $139k | 912 | 152.41 |
| 2021-06-30 | $48k | 318 | 150.94 |
| 2021-03-31 | $48k | 317 | 151.42 |
| 2020-12-31 | $49k | 352 | 139.20 |
| 2020-09-30 | $34k | 316 | 107.59 |
| 2020-06-30 | $36k | 315 | 114.29 |
| 2020-03-31 | $31k | 314 | 98.73 |
| 2019-12-31 | $43k | 313 | 137.38 |
| 2019-09-30 | $46k | 313 | 146.96 |
| 2019-06-30 | $47k | 312 | 150.64 |
| 2019-03-31 | $43k | 311 | 138.26 |
| 2018-12-31 | $46k | 381 | 120.73 |
| 2018-09-30 | $40k | 310 | 129.03 |
| 2018-06-30 | $38k | 309 | 122.98 |
| 2018-03-31 | $43k | 309 | 139.16 |
| 2017-12-31 | $66k | 484 | 136.36 |
| 2017-09-30 | $38k | 308 | 123.38 |
| 2017-06-30 | $39k | 307 | 127.04 |
| 2017-03-31 | $38k | 310 | 122.58 |
| 2016-12-31 | $38k | 310 | 122.58 |
| 2016-09-30 | $35k | 309 | 113.27 |
| 2016-06-30 | $13k | 109 | 119.27 |
| 2016-03-31 | $13k | 115 | 113.04 |
| 2015-12-31 | $12k | 107 | 112.15 |
| 2015-09-30 | $10k | 103 | 97.09 |
| 2015-06-30 | $14k | 140 | 100.00 |
| 2015-03-31 | $16k | 146 | 109.59 |
| 2014-12-31 | $15k | 145 | 103.45 |
| 2014-06-30 | $5.0k | 51 | 98.04 |