Travelers Companies shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in Travelers Companies
Tip: Access up to 7 years of quarterly data
All positions including Travelers Companies held by Kingswood 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 Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $364k | 1.5k | 240.89 |
| 2024-09-30 | $1.4M | 5.8k | 234.12 |
| 2024-06-30 | $1.1M | 5.5k | 203.34 |
| 2024-03-31 | $1.2M | 5.4k | 230.14 |
| 2023-12-31 | $1.1M | 5.7k | 190.49 |
| 2023-09-30 | $900k | 5.5k | 163.31 |