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Travelers Companies shares owned by Keebeck Wealth Management

Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Keebeck Wealth Management from 13F filings

Historical chart of Keebeck Wealth Management investment in Travelers Companies

Tip: Access up to 7 years of quarterly data

All positions including Travelers Companies held by Keebeck Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Travelers Companies by Keebeck Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $317k 1.1k 291.68
2020-06-30 $4.0k 40 100.00
2019-12-31 $5.0k 40 125.00

More positions owned by Keebeck Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)
Vanguard World Inf Tech Etf (VGT)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Goldman Sachs Etf Tr Access Us Agrat (GCOR)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr National Mun Etf (MUB)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Wisdomtree Tr Floatng Rat Trea (USFR)

View all positions for Keebeck Wealth Management

Top funds holding Travelers Companies

BlackRock
State Street Corporation
FMR
Geode Capital Management
Vanguard Portfolio Management
Massachusetts Financial Services
Morgan Stanley
Dimensional Fund Advisors
Bank of America Corporation
Northern Trust
ClearBridge Advisors
Curated Wealth Partners
Ubs Global Asset Management Americas
AQR Capital Management
UBS Group

View all funds holding Travelers Companies