Lebenthal Global Advisors »

Travelers Companies shares owned by Lebenthal Global Advisors

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

Historical chart of Lebenthal Global Advisors investment in Travelers Companies

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Travelers Companies by Lebenthal Global Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $555k 2.3k 240.89
2024-09-30 $204k 871 234.12
2024-03-31 $201k 871 230.14
2020-12-31 $136k 975 139.49

More positions owned by Lebenthal Global Advisors

J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Conv Bd Etf (ICVT)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Grwt Allocat Etf (AOR)
Ishares Tr National Mun Etf (MUB)
Select Sector Spdr Tr Energy (XLE)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Apple (AAPL)
Spdr Ser Tr Russell Yield (ONEY)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)

View all positions for Lebenthal Global Advisors

Top funds holding Travelers Companies

Vanguard Group
BlackRock
State Street Corporation
FMR
Jpmorgan Chase & Co
Massachusetts Financial Services
Geode Capital Management
ClearBridge Advisors
T. Rowe Price Associates
Dimensional Fund Advisors
Northern Trust
Ubs Global Asset Management Americas
Legal & General Group
Bank of New York Mellon
UBS Group

View all funds holding Travelers Companies