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Travelers Companies shares owned by LBMC Investment Advisors

Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by LBMC Investment Advisors from 13F filings

Historical chart of LBMC Investment Advisors investment in Travelers Companies

Tip: Access up to 7 years of quarterly data

All positions including Travelers Companies held by LBMC Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Travelers Companies by LBMC Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $489k 1.8k 279.22

More positions owned by LBMC Investment Advisors

iShares S&P 500 Index (IVV)
Invesco S&p 500 Equal Weight Etf (RSP)
iShares Russell 2000 Index (IWM)
Ishares High Dividend Equity F (HDV)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
iShares MSCI EAFE Index Fund (EFA)
Ishares Tr (IBHH)
Ishares Tr (IBHG)
iShares Dow Jones Select Dividend (DVY)
Vanguard Europe Pacific ETF (VEA)
Ishares Tr (IBHF)
Vanguard High Dividend Yield ETF (VYM)
Ishares Tr (IBHI)
iShares S&P SmallCap 600 Index (IJR)
Hca Holdings (HCA)

View all positions for LBMC Investment Advisors

Top funds holding Travelers Companies

BlackRock
Vanguard Group
State Street Corporation
FMR
Jpmorgan Chase & Co
Geode Capital Management
Massachusetts Financial Services
Morgan Stanley
Dimensional Fund Advisors
ClearBridge Advisors
Northern Trust
Ubs Global Asset Management Americas
AQR Capital Management
Goldman Sachs Group
UBS Group

View all funds holding Travelers Companies