Travelers Companies shares owned by Legacy Financial Advisors
Quarter-by-quarter ownership of Travelers Companies (TRV) shares owned by Legacy Financial Advisors
from 13F filings
Historical chart of Legacy Financial Advisors investment in Travelers Companies
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Quarterly reported holdings in Travelers Companies by Legacy Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $447k | 1.6k | 279.22 |
| 2025-06-30 | $327k | 1.2k | 267.54 |
| 2025-03-31 | $308k | 1.2k | 264.46 |
| 2024-12-31 | $274k | 1.1k | 240.89 |
| 2024-09-30 | $243k | 1.0k | 234.12 |
| 2024-03-31 | $232k | 1.0k | 230.14 |
| 2019-03-31 | $94k | 685 | 137.23 |
| 2018-12-31 | $88k | 731 | 120.38 |
| 2018-09-30 | $25k | 194 | 128.87 |
| 2018-06-30 | $25k | 194 | 128.87 |
| 2017-12-31 | $29k | 217 | 133.64 |