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Travelers Companies shares owned by Klingman & Associates

Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Klingman & Associates from 13F filings

Historical chart of Klingman & Associates investment in Travelers Companies

Tip: Access up to 7 years of quarterly data

All positions including Travelers Companies held by Klingman & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Travelers Companies by Klingman & Associates

Quarter filed Position value Share count Share price at filing
2026-06-30 $228k 691 330.12
2015-06-30 $9.0k 94 95.74

More positions owned by Klingman & Associates

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust ST STR P500GRW (SPYG)
Apple (AAPL)
Spdr Series Trust St Str P500val (SPYV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Ibonds Dec 2030 (IBDV)

View all positions for Klingman & Associates

Top funds holding Travelers Companies

BlackRock
State Street Corporation
Vanguard Capital Management
FMR
Vanguard Portfolio Management
Geode Capital Management
Massachusetts Financial Services
Morgan Stanley
Dimensional Fund Advisors
Jpmorgan Chase & Co
AQR Capital Management
Bank of America Corporation
Northern Trust
ClearBridge Advisors
Curated Wealth Partners

View all funds holding Travelers Companies