Travelers Companies shares owned by Legacy Capital Wealth Partners
Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Legacy Capital Wealth Partners
from 13F filings
Historical chart of Legacy Capital Wealth Partners investment in Travelers Companies
Tip: Access up to 7 years of quarterly data
All positions including Travelers Companies held by Legacy Capital Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Travelers Companies by Legacy Capital Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $815k | 2.9k | 279.19 |
| 2025-06-30 | $922k | 3.4k | 267.57 |
| 2025-03-31 | $960k | 3.6k | 264.46 |
| 2024-12-31 | $889k | 3.7k | 240.86 |
| 2024-09-30 | $892k | 3.8k | 234.12 |
| 2023-09-30 | $656k | 4.0k | 163.30 |
| 2023-03-31 | $568k | 3.3k | 171.42 |
More positions owned by Legacy Capital Wealth Partners
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